Create Rate Definitions for Leave

In this example, let's calculate an employee's absence rate as of a particular date.

The rate includes a combination of average salary and car allowance. The employee has an annual year-to-date salary of 26,000. The employee also receives an annual car allowance payment of 2,000. The absence rate is 26,000 + 2,000 = 28,000. To provide a daily absence rate, you convert this rate into a daily rate.

This table summarizes the key information you use in the example.

What You Need To Consider

For This Example

What elements do I need to create before I define the rate?

  • Salary (assignment level) - This element contains the salary value to be retrieved by the rate definition. You must create it using the Flat Amount calculation rule.

  • Car Allowance (assignment level) - This element contains the car allowance value to be retrieved by the rate definition. You must create it using the Flat Amount calculation rule.

  • Absence - Use the Absence template to create the element. Enter Sickness as the classification and Absence as the category.

Which balances hold the contributing values?

  • Salary is fed by the Salary element.

  • Car Allowance is fed by the Car Allowance element.

Should I process contributor totals as full-time equivalent amounts?

Yes

Create the Rate Definition

  1. On the Home page, click the Rate Definitions quick action under the My Client Groups tab.

  2. In the Search Results section, click Create.

  3. Enter these values.

    Field

    What You Select

    Category

    Derived Rate

    Effective Start Date

    A date that's after the creation date of the objects that you're referencing

    Legislative Data Group

    Your legislative data group

  4. Click OK.

  5. In the Basic Details section, enter these values.

    Field

    Value

    Name

    Absence Rate - Salary and Car Allowance

    Short Name

    ABS RATE - SAL/CAR ALLOW

  6. In the Returned Rate Details section, Periodicity field, select Daily.

  7. Click the Contributor Rules tab and in the Process Contributor Total as FTE Amount select, Yes.

    The balances referenced need to be populated using payroll runs for the periods covered by the balance dimension or the rate definition won't generate a meaningful value.

Create Rate Contributors

  1. In the Rate Contributors section, click Create.

  2. In the Contributor Type field, select Balance and click OK.

  3. On the Create Rate Contributors page, enter these values.

    Field

    What You Enter

    Add or Subtract

    Add

    Balance Name

    Regular Salary

    Balance Dimension

    Assignment State Period to Date

    Periodicity

    Daily

  4. Click Save and Continue.

  5. In the Rate Contributor section, click Create.

  6. In the Contributor Type field, select Balance and click OK.

  7. On the Create Rate Contributor page, enter these values.

    Field

    What You Enter

    Add or Subtract

    Add

    Balance Name

    Car Allowance

    Balance Dimension

    Assignment State Period to Date

    Periodicity

    Daily

  8. Click Save and Continue.

  9. Click Submit.

  10. Assign an Absence element entry to the employee's assignment. You will then need to pass the absence entry to payroll using the absence interface.