Running Calculations for Multiple Employees

There are two ways to run calculations for multiple employees:

• Use a predefined list of individually selected employees.

• Use a group defined by a custom statement.

Although calculations for predefined groups take longer than those for predefined lists, they are much quicker to set up because you do not have to manually select individual employees who meet your calculation criteria. Custom statements also do not typically require maintenance because they automatically select only employees who meet your criteria at the time the calculation runs.

Use the Create Group List page (PA_CLC_GROUP) to create a list to use when running a calculation on a predefined list of employees.

Navigation:

Pension > Calculations > Create Group List > Create Group List

This example illustrates the fields and controls on the Create Group List page.

Add employees to the list by inserting rows and entering each employee's ID.

If you process large groups of employees, consider using a database tool, such as SQLTalk, to enter the data. For example, to run benefit calculations for all employees in a division, you probably do not want to enter every employee's ID on this page. It's faster to use SQLTalk to select all employees in that division and copy their employee IDs to the calculation group list.

Keep in mind that this is a static group based only on employee ID—not on dynamic criteria, such as salaried status or full-time status. Therefore, if you set up a list based on employees who meet certain criteria, you must maintain the list as employee data changes. In this situation, consider creating a custom SQR that you can run as often as needed to repopulate the list with current data.