Use Values Defined by Criteria to Pay Bonuses Based on Department and Province

This example demonstrates how to create criteria to pay employee bonuses at different rates based on department and province. The departments and rates used in this example include:

• Department A, pay 10 percent

• Department B, pay 14 percent to employees in Ontario

• Department B, pay 16 percent to employees in Quebec

• All other departments and provinces, pay 5 percent

The provinces used to determine the bonus rates include:

• Ontario

• Quebec

In Quebec the general manager wants to pay a flat amount of 15,000 Canadian Dollars for all employees in Department B who make over 100,000 Canadian Dollars per year.

In this example we are using HRX_CA_REP_PROVINCE as the value set for the entry of different provinces. If you don't have an equivalent value set, you may need to create one.

This example includes these tasks:

• Create the bonus rate criteria definition

• Create department criteria

• Create province criteria for department B

• Create a calculation value definition for department A

• Create calculation value definitions for provinces

• Create calculation value definitions for default criteria definitions

• Modify evaluation conditions

How to Create the Bonus Rate Criteria Definition

1. Navigate to Payroll in My Client Groups and search and select the Manage Values Defined by Criteria task.

   This task is also available in the Setup and Maintenance and Compensation work areas.

2. Click Create.

3. Complete the fields, as shown in this table.

   Field	Value
   Name	Bonus Rate
   Effective Start Date	1/1/15
   Legislative Data Group	Select your legislative data group.

4. Select the Create new value definition group radio button.

5. Enter Bonus in the New Value Definition Group field.

6. Enter Flat Rate in the Default Calculation Type field.

7. Click OK.

How to Create the Department Criteria

1. Select the row with the Bonus Rate criteria definition.

2. Click New.

3. Select Criteria and then click OK.

4. For each criteria definition you create, complete the fields as shown in this table.

   Field	Department A	Department B
   Calculation Value Definition Name	Bonus Rate Department A	Bonus Rate Age Group 2
   Value Definition Group	Bonus	Bonus
   Retrieval Date	Date Earned	Date Earned
   Sequence	1	2
   Database Item Name	PER_PERSON_DEPARTMENT_NAME	PER_PERSON_DEPARTMENT_NAME
   Operand	=
   Literal Value	A	B

5. Click OK each time you create a new criteria definition.

6. To create a default group for the department criteria, repeat steps 1 to 3.

7. Complete the fields, as shown in this table.

   Field	Value
   Calculation Value Definition Name	Bonus Rate Department Group Default
   Value Definition Group	Bonus
   Retrieval Date	Date Earned

8. Select the Default Criteria check box and then click OK.

How to Create the Province Criteria for Department B

1. Select the row with the Department Name as B criteria definition.

2. Click New.

3. Select Criteria and then click OK.

4. For each criteria definition you create, complete the fields as shown in this table.

   Field	Ontario	Quebec
   Calculation Value Definition Name	Bonus Range Department Group B Province 1	Bonus Range Department Group B Province 2
   Value Definition Group	Bonus	Bonus
   Retrieval Date	Date Earned	Date Earned
   Sequence	1	2
   Database Item Name	PER_ASG_PROVINCE_ID	PER_ASG_PROVINCE_ID
   Display Name	Province	Province
   Operand	=	=
   Value Set	HRX_CA_REP_PROVINCE	HRX_CA_REP_PROVINCE
   Literal Value	Ontario	Quebec

5. Click OK each time you create a new criteria definition.

6. To create a default group for the province criteria, repeat steps 1 to 3.

7. Complete the fields, as shown in this table.

   Field	Value
   Calculation Value Definition Name	Bonus Rate Department Group B Province Default Rate
   Value Definition Group	Bonus
   Retrieval Date	Date Earned

8. Select the Default Criteria check box and then click OK.