Pay Bonuses at Different Rates

This example demonstrates how to create criteria to pay employee bonuses at different rates based on age and location. This table summarizes the key decisions for this scenario:

Decisions to Consider	In this Example
What ages and rates should be used?	Age 25 or less, pay 10 percent Age greater than 25, pay 14 percent to City 1 employees Age greater than 25, pay 16 percent to City 2 employees
What locations should be used to determine bonus rates?	City 1 City 2
Are there any special conditions that should be added?	Yes. In City 2 the general manager wants to pay a flat amount of 15,000 for all employees over the age of 25 who make over 100,000 per year.

In this example, we would perform these actions:

• Create the bonus rate criteria definition

• Create age criteria

• Create location criteria for age group 2

• Create a calculation value definition for age group 1

• Create calculation value definitions for locations

• Modify evaluation conditions

Before You Start

In this example, HRX_US_REP_LOCATION is used as the value set for the entry of different locations. If you don't have an equivalent value set, you may need to create one.

Create the Bonus Rate Criteria Definition

1. On the Home page, click the Values Defined by Criteria quick action under the My Client Groups tab.

2. Click Create.

3. Complete these 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 Create new value definition group.

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

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

7. Click OK.

Create Age Criteria

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

2. Click New.

3. Select Criteria and click OK.

4. For each criteria definition you create, complete these fields.

   Field	Age 25 or less	Age greater than 25
   Calculation Value Definition Name	Bonus Rate Age Group 1	Bonus Rate Age Group 2
   Value Definition Group	Bonus	Bonus
   Retrieval Date	Date Earned	Date Earned
   Sequence	1	2
   Database Item Name	PER_PER_PERSON_AGE	PER_PER_PERSON_AGE
   Operand	<=	>
   Literal Value	25	25

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

6. To create a default group for the age criteria, repeat steps 1 through 3.

7. Complete these fields:

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

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

Create the Location Criteria for Age Group 2

1. Select the row with the Person Age > 25 criteria definition.

2. Click New.

3. Select Criteria and click OK.

4. For each criteria definition you create, complete these fields.

   Field	City 1	City 2
   Calculation Value Definition Name	Bonus Range Age Group 2 Location 1	Bonus Range Age Group 2 Location 2
   Value Definition Group	Bonus	Bonus
   Retrieval Date	Date Earned	Date Earned
   Sequence	1	2
   Database Item Name	PER_ASG_LOCATION_ID	PER_ASG_LOCATION_ID
   Display Name	Location	Location
   Operand	=	=
   Value Set	HRX_US_REP_LOCATION	HRX_US_REP_LOCATION
   Literal Value	City 1	City 2

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

6. To create a default group for the location criteria, repeat steps 1 through 3.

7. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Bonus Rate Age Group 2 Location Default Rate
   Value Definition Group	Bonus
   Retrieval Date	Date Earned

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