Defining Sources for Configurable Matrices

To define sources for configurable matrices, use the Define Matrix Sources (WCS_SOURCE_DEFN) component.

Note: You cannot create new source types.

This section provides an overview of source types, lists common elements, and discusses how to define and maintain sources for configurable matrices.

Page Name

Definition Name

Usage

Source Definition Page (ADDRESS Source Type)

WCS_SO_ADDRESS

Define sources that are base on address information.

Source Definition Page (DATES Source Type)

WCS_SO_DATES

Define sources that are based on dates.

Source Definition Page (EMPINFO Source Type)

WCS_SO_EMPL

Define sources that are based on employee information.

Source Definition Page (EMPRELATED Source Type)

WCS_SO_RELATED

Define sources that are based on related employee information.

Source Definition Page (GEOGRAPHY Source Type)

WCS_SO_GEOGRAPHY

Define sources that are based on geographical areas.

Source Definition Page (MATRIX Source Type)

WCS_SO_OTHER_LKUP

Define sources that are based on a matrix.

Source Definition Page (POSINFO Source Type)

WCS_SO_EMPL

Define sources that are based on position information.

Source Definition Page (POSRELATED Source Type)

WCS_SO_RELATED

Define sources that are based on related position information.

Source Definition Page (RATING Source Type)

WCS_SO_PERFORM

Define sources that are based on performance ratings.

Source Definition Page (RATIOS Source Type)

WCS_SO_RATIO

Define sources that are based on ratios.

Source Definition Page (STEPRATE Source Type)

WCS_SO_STEP_RATE

Define sources that are based on salary grade step rates.

Source Definition Page (SUPPLIED Source Type)

WCS_SO_SUPPLIED

Define sources that are based on supplied information.

Source Definition Page (TIMESPAN Source Type)

WCS_SO_TIME

Define sources that are based on the length of time.

This table describes the predefined source types that are available and shows you which type to use when defining your own source IDs. These sources types are system delivered:

Source Type

Description

ADDRESS

Employee Address. You can select fields from worker's address information.

DATES

Significant Dates. You can select a date from a predefined list of significant dates, such as date of hire, date of termination, and so on.

EMPINFO

Employee Information. You can select fields from core tables directly related to workers.

EMPRELATED

Related Employee Information. You can select fields from tables related to core tables for worker information.

GEOGRAPHY

Geography. You can define Source IDs to represent Geographical Areas.

MATRIX

You can define Source ID that represents a value indirectly derived from another matrix.

POSINFO

Position Information. You can select fields from core tables directly related to position information.

POSRELATED

Related Position Information. You can select fields from tables related to core tables for position information.

RATING

Performance Rating. You can define sources to represent performance rating by (performance) document type.

RATIOS

Rate Ratios. You can define sources to represent one of the three available ratios: Compa-Ratio, Job-Ratio, and Percent-in-Range.

STEPRATE

Step Rate from Employees Plan. You can define a Source to represent the compensation rate for a specific Salary Grade Step from the worker's Salary Admin Plan.

SUPPLIED

Supplied by Caller. This type is used when there is no lookup to any table field required, and the calling program or component will directly supply the actual value for the source.

TIMESPAN

Length of Time. You can define sources that measure the timespan between current date and a pre-specified date or significant dates on the worker's JOB record.

Field or Control

Description

Effective Date

The effective date of the source ID definition.

Description

Description of the source ID.

Source ID

The unique name for the input to be used in the configurable matrix.

Source Type

The type of data to which the source refers. These are system-delivered. You cannot create additional source types.

Status

Select Active or Inactive.

Important! Sources must have a status of Active to be used to build configurable matrices.

Comment

Add any relevant comments for this source.

Default Label

Enter the name for the source that will appear as row or column header when the matrix is displayed.

Element

Select the element from the available list of values, usually a field from a table. This will become the source of search keys for the matrix.

Data Type

This value is automatically set to System Data or Customer Data. System-defined source definitions will be set to System Data. You should not modify these definitions. When you create new source IDs, the data type will be set to Customer Data.

Use the Source Definition page (ADDRESS Source Type) (WCS_SO_ADDRESS) to define sources that are base on address information.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select ADDRESS as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - ADDRESS source type.

Source Definition page - ADDRESS source type

You can create a source that refers to any address type (home, work, mailing, and so on) and any field (address line, city, state, country) in the address.

Field or Control

Description

Address Type

Select the type of address.

Element

Select the field that will define this source.

Use the Source Definition page (DATES Source Type) (WCS_SO_DATES) to define sources that are based on dates.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select DATES as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - DATES source type.

Source Definition page - DATES source type

Field or Control

Description

Type of Date

Select the date type for this matrix. Values are:

  • Date of Last Increase: The date of the last increase, which is the Comp Rate on the worker's COMPENSATION record.

  • Date of Last Var Comp Award: The date of last award paid out using the Variable Compensation functionality.

  • Hire Date: The hire date on the EMPLOYMENT view, which is specific to Empl Record number.

  • Seniority Date: The company seniority date on the EMPLOYMENT view.

  • Start of Current Grade: The grade entry date on the worker's JOB record.

  • Start of Current Job: The job entry date on the worker's JOB record.

  • Start of Current Position: The position entry date on the worker's JOB record.

  • Start of Current Step: The step entry date on the worker's JOB record.

  • Termination Date: The termination date on the EMPLOYMENT view.

Use the Source Definition page (EMPINFO Source Type) (WCS_SO_EMPL) to define sources that are based on employee information.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select EMPINFO as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - EMPINFO source type.

Source Definition page - EMPINFO source type

Field or Control

Description

Context

Select a value. The system will allow you to select an element that is available through one of these contexts. This is the list of contexts, along with sample list of elements that are available within each context:

  • Effective Dated Personal Data: Full-time student, Highest Education Level.

  • Employee Time Profile: Time Period ID, Rule Element, Time Reporter Status.

  • General Employment Data: Date Last Worked, 5% Owner, Probation Date.

  • Job History: Company, Business Unit, Labor Agreement, Salary Plan, Grade.

  • Job Jr: Assignment ID, Category Rate, Intercompany Transfer Data.

  • Names: First Name, Last Name, Middle Name, Prefix.

  • Person Core Objects: Birth data.

  • Person Org Assignments: Benefit Record, Organizational Instance.

Element

Select the field that will define this source. The prompt list is based on the selected context.

Use the Source Definition page (EMPRELATED Source Type) (WCS_SO_RELATED) to define sources that are based on related employee information.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select EMPRELATED as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - EMPRELATED source type (1 of 2).

Source Definition page - EMPRELATED source type (1 of 2)

This example illustrates the fields and controls on the Source Definition page - EMPRELATED source type (2 of 2).

Source Definition page - EMPRELATED source type (2 of 2)

Click the folder icon in the tree to open the appropriate related table and then select the appropriate element by clicking the leaf node.

This tree allows you to derive a value from any table related to worker's Job record using the EmplID as a starting point. For example, if you want to use the Manager Level of the worker's Job Code as the source, you can link to it by opening the JOBCODE folder and clicking the Manager Level leaf node. You can use this source type to create source IDs for fields that are not available as system-defined source IDs.

Use the Source Definition page (GEOGRAPHY Source Type) (WCS_SO_GEOGRAPHY) to define sources that are based on geographical areas.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select GEOGRAPHY as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - GEOGRAPHY source type.

Source Definition page - GEOGRAPHY source type

This source type is used to create sources that will always refer to Geographical Area definitions. One system-defined Source ID, GEOGAREA exists; however, you can create another source if you want a different name and label.

Note: Key values are not automatically validated for geographical areas. However, you can specify the prompt table GEOGRAPHY_TBL and prompt field GEOGRAPHY_ID when you add GEOGAREA as the input in the matrix component.

Use the Source Definition page (MATRIX Source Type) (WCS_SO_OTHER_LKUP) to define sources that are based on a matrix.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select MATRIX as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - MATRIX source type.

Source Definition page - MATRIX source type

With this source, the system evaluates the key for the input dynamically by referring to another matrix and using one of the results from that matrix as the key value.

See Inputs Page.

Field or Control

Description

Matrix ID

Select from the list of available matrices.

Matrix Result ID

Select the result ID (output) from the matrix that will be used as the source ID.

Example: Health Benefits Rates Using a MATRIX Type Source ID

Suppose you are creating a matrix to determine health benefit allowance amounts. However, you want to base the health benefits on standard hourly rates for each department. If the hourly rates are below a certain amounts, then you will give health benefits. The matrix may look like this example:

Standard Hourly Rate

Health Benefit Rate

10–12

4

13–15

3

16–20

2

21–100

0

In this case, you need a way to dynamically get hourly rates for the worker's department. A source of type Matrix is useful in this case. In the previous example, you define a source that will return the rate for the worker's department. You specify which matrix has department rates and which result ID from that matrix is the rate value.

In the health benefits table, the Std Hourly Rate would be defined using the DEPTRATE_MTX source ID.

Use the Source Definition page (POSINFO Source Type) (WCS_SO_EMPL) to define sources that are based on position information.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select POSINFO as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - POSINFO source type.

Source Definition page - POSINFO source type

Field or Control

Description

Element

Select the field that will define this source.

Use the Source Definition page (POSRELATED Source Type) (WCS_SO_RELATED) to define sources that are based on related position information.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select POSRELATED as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - POSRELATED source type.

Source Definition page - POSRELATED source type

View various worker related information such as general employment data, job history, names, and so on.

Field or Control

Description

Position Data

Click the folder icon in the tree to open the appropriate related table and then select the appropriate element by clicking the leaf node.

This tree allows you to derive a value from any table related to the position of the worker using the position number as a starting point. For example, if you want to use the Grade of the worker as the source, you can link to it by opening the Salary Grade folder and clicking the Grade leaf node.

Use the Source Definition page (RATING Source Type) (WCS_SO_PERFORM) to define sources that are based on performance ratings.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select RATING as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - RATING source type.

Source Definition page - RATING source type

Field or Control

Description

Document Type

Select a performance review document type from the available values. The list of document types will change based on the effective date of the Source ID.

Element

Select the element that will define this source. The available values come from the EP_APPR record.

Use the Source Definition page (RATIOS Source Type) (WCS_SO_RATIO) to define sources that are based on ratios.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select RATIOS as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - RATIOS source type.

Source Definition page - RATIOS source type

The system will calculate the appropriate ratio for the worker dynamically at runtime. The system uses the salary ranges based on the effective date of the transaction.

Field or Control

Description

Ratio Type

Select one of these values:

  • Compa Ratio

  • Job Ratio

  • Percent in Range

Use the Source Definition page (STEPRATE Source Type) (WCS_SO_STEP_RATE) to define sources that are based on salary grade step rates.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select STEPRATE as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - STEPRATE source type.

Source Definition page - STEPRATE source type

This source returns the standard compensation rate for a given grade and step within the worker's salary administration plan. This type of source can be used to create rate matrices where the rates are dependent upon or related to rates on one or more grades and steps in the worker's salary administration plan.

Field or Control

Description

Salary Grade

Enter the grade (from the worker's salary plan) to which this source will refer.

Step

Enter the step within that grade whose rate you want to use as the source.

Frequency

Select the frequency with which you want the rate returned from these values: Annual, Daily, Hourly, or Monthly.

Use the Source Definition page (SUPPLIED Source Type) (WCS_SO_SUPPLIED) to define sources that are based on supplied information.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select SUPPLIED as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - SUPPLIED source type.

Source Definition page - SUPPLIED source type

Use this type of source when the component that will use the matrix will pass the appropriate Input value (for the worker) directly, so that there is no lookup to any table to derive the value.

Field or Control

Description

Type of Data

Select from these values:

  • Character

  • Date

  • Number

Use the Source Definition page (TIMESPAN Source Type) (WCS_SO_TIME) to define sources that are based on the length of time.

Navigation:

Set Up HCM > Common Definitions > Configurable Matrices > Define Matrix Sources > Source Definition

Select TIMESPAN as the source type on the Define Sources search page.

This example illustrates the fields and controls on the Source Definition page - TIMESPAN source type.

Source Definition page - TIMESPAN source type

This source allows you to define as input the length of time elapsed between current (as of) date and a specified reference date. For example, if you want to create a rate matrix that will include pay rates based on how long the worker has been in the company, in that job, or in that grade, then you define a source of this type.

Field or Control

Description

Calculate From

Select the type of date from which you want the length of time to be calculated. The available dates are:

  • Date of Last Increase

  • Date of Last Var Comp Award

  • Hire Date

  • Seniority Date

  • Specific Date

  • Start in Current Grade

  • Start in Current Job

  • Start in Current Position

  • Start in Current Step

  • Termination Date

Specified Date

Enter the specific calendar date from which you want the length of time to be calculated.

Important! The Specified Date and Calculate From options are mutually exclusive. If you enter a specified date, you cannot select a date in the Calculated From field. If you select a date in the Calculated From field, you cannot enter a specified date.

Frequency

Select the frequency with which you want the length of time to be calculated. You can select Hours, Days, Weeks, or Months.

Rounding Rules

Select a value that will represent the type of rounding to be applied to the timespan.

  • Anniversary: This type of rounding will use anniversary date or time to round up or down. The calculations are performed as follows:

    • Hours and Days: This option does not apply. The system simply returns hours or days based on actual timespan.

    • Weeks and Months: This option will always round down to the nearest whole unit. For example, 4 weeks and 6 days will be rounded to 4 weeks, and 8 months and 29 days will be rounded to 8 months.

  • Threshold: This type of rounding offers more granular control on rounding. The calculations are performed as follows:

    • Hours and Days: No rounding.

    • Weeks and Months: Rounding depends on the threshold.

      If the number of days in the threshold is less than or equal to the remainder from the calculated timespan, the system adds one more unit. For example, assume that the frequency was set to Weeks and the threshold was set to 5 days. If the timespan was calculated as 4 weeks and 5 days, the system would return 4 + 1 = 5 weeks as the final value. However, if the threshold was 6 days, the system would return 4 weeks.

      For a frequency of Months, if the timespan was 2 months and 15 days and the threshold was set to 20 days, the system returns 2 months. If the threshold was 15 days or less, the system would return 3 months.

Threshold (Days)

Enter the number of days to be used with the Rounding Rules field.