Matching Earning and Deduction Assignments with Positive Input Entries When There are User Fields
In Global Payroll you can enter multiple element assignment and positive input overrides for the same element within a single pay period, slice, or segment. To manage the competing instructions contained in these overrides, the system matches earning and deduction assignments with their corresponding positive input entries within the same slice or segment, and then determines which elements to resolve and which instructions to follow based on the processing rules described in the Setting Up Overrides topic of this product documentation. In addition, when there are user fields associated with the assigned elements and positive input, the system matches element assignments with positive input entries based on common user field sets.
Note:
The system treats element assignments and positive input entries as matching if they are for the same element and occur in the same slice or segment of the pay period and have the same user field sets.
For example:
-
Within a given slice or segment, if the user field set of a positive input override matches the user field set of an earning/deduction assignment, the system processes the positive input and not the element assignment.
-
Within a given slice or segment, if the user field set of a positive input override does not match the user field set of an earning/deduction assignment, the system processes both the positive input and the element assignment.
In other words, the system treats positive input overrides and element assignments as different elements unless they have matching user field sets; if the user field sets match, the system follows the same processing rules that apply to identical elements without user fields.
Example 1: Partial Matching Between Element Assignments and Positive Input
The deduction LOAN PAYBACK has two user fields:
-
User Field 1 = Loan Purpose.
-
User Field 2 = Loan Type.
This table lists the positive input entries and element assignments for the deduction:
Note:
In this example, earning/deduction assignment is abbreviated E/D Assignment, and positive input is abbreviated PI.
| E/D Assignment | E/D Assignment | PI (Override) | PI (Override) | |
|---|---|---|---|---|
|
Element Name |
LOAN PAYBACK |
LOAN PAYBACK |
LOAN PAYBACK |
LOAN PAYBACK |
|
Instance Number |
1 |
2 |
1 |
2 |
|
Amount |
100 |
350 |
175 |
225 |
|
User Field 1 (Loan Purpose) |
Car |
College |
Car |
Boat |
|
User Field 2 (Loan Type) |
Personal |
Family |
Personal |
Personal |
The system resolves three instances of the deduction:
| Instance Number | Amount | Loan Purpose | Loan Type | Override Source |
|---|---|---|---|---|
|
1 |
175 |
Car |
Personal |
Positive Input Override |
|
2 |
350 |
College |
Family |
Element Assignment |
|
3 |
225 |
Boat |
Personal |
Positive Input Override |
In this example, the system matches positive input Instance 1 with element assignment Instance 1 based on identical user fields and processes only the positive input entry. Because there is no match between positive input Instance 2 and element assignment Instance 2, it processes both instances.
Example 2: Full Matching Between Element Assignments and Positive Input
Deduction A has two user fields:
-
User Field 1 = State.
-
User Field 2 = City.
This table lists the positive input entries and element assignments for this deduction:
Note:
In this example, earning/deduction assignment is abbreviated E/D Assignment, and positive input is abbreviated PI.
| Rule Definition | E/D Assignment | E/D Assignment | PI (Override) | PI (Override) | |
|---|---|---|---|---|---|
|
Element Name |
Deduction A |
Deduction A |
Deduction A |
Deduction A |
|
|
Instance Number |
N/A |
1 |
2 |
1 |
2 |
|
Base |
200 |
300 |
|||
|
Percent |
Payee Level |
25% |
50% |
75% |
100% |
|
User Field 1 (State) |
N/A |
New York |
California |
New York |
California |
|
User Field 2 (City) |
N/A |
New York |
Los Angeles |
New York |
Los Angeles |
The system resolves two instances of the deduction:
| Instance Number | Base | Percent | State | City | Override Source |
|---|---|---|---|---|---|
|
1 |
300 |
75% |
New York |
New York |
Positive Input Override |
|
2 |
200 |
100% |
California |
Los Angeles |
Positive Input Override |
In this example, the system matches positive input Instance 1 with element assignment Instance 1, and positive input Instance 2 with element assignment Instance 2. It resolves the positive input entries rather than the element assignments.
Note:
Because the value of the base component is not specified in the positive input entries or in the second element assignment, the system goes back to the element assignment and the rule definition for the value of the base.
Example 3: Matching When User Field Values Are Assigned By Another Element
Earning E1 is defined with the user field of State.
The value of State is set by an array and the current value returned by the array is Nevada.
The value of the user field may also be entered as a supporting element override using the element assignment or positive input pages.
This table lists the element assignments and positive input entries for E1:
Note:
In this example, earning/deduction assignment is abbreviated E/D Assignment, and positive input is abbreviated PI.
| E/D Assignment | E/D Assignment | PI (Override) | PI (Override) | |
|---|---|---|---|---|
|
Element Name |
E1 |
E1 |
E1 |
E1 |
|
Instance Number |
1 |
2 |
1 |
2 |
|
Amount |
1000 |
2000 |
3000 |
4000 |
|
User Field (State) |
None |
California |
None |
Arizona |
The system resolves three instances of E1:
| Instance Number | Amount | State | Override Source |
|---|---|---|---|
|
1 |
3000 |
Nevada |
Positive Input Override |
|
2 |
2000 |
California |
Element Assignment |
|
3 |
4000 |
Arizona |
Positive Input Override |
Example 4: Matching with Additional Type Positive Input
Deduction D1 has a calculation rule of Base x Percent.
It has two user fields:
-
User Field 1 = State.
-
User Field 2 = City.
This table lists the element assignments and positive input entries for D1:
Note:
In this example, earning/deduction assignment is abbreviated E/D Assignment, and positive input is abbreviated PI.
| E/D Assignment | PI (Additional) | |
|---|---|---|
|
Element Name |
D1 |
D1 |
|
Base |
Gross Pay |
Gross Pay |
|
Percent |
10% |
None provided |
|
User Field 1 (State) |
New York |
New York |
|
User Field 2 (City) |
New York |
New York |
The system resolves two instances of D1:
| Instance Number | Base | Percent | State | City | Override Source |
|---|---|---|---|---|---|
|
1 |
Gross Pay |
10% |
New York |
New York |
Element Assignment |
|
2 |
Gross Pay |
10% |
New York |
New York |
Positive Input Additional |
Because the positive input entry has an action type of Additional, the system resolves the additional instance as well as the deduction assignment; however, the positive input entry does not include a percentage amount, so the system goes to the matching deduction assignment to retrieve the missing percent.