Calculate a Rate Using Multiple Values Defined by Criteria

You can calculate a rate using a Values Defined by Criteria by referencing another Values Defined by Criteria.

In this example you'll calculate a rate using a Values Defined by Criteria referencing another Values Defined by Criteria.

Let's assume you need to calculate housing and car allowance payments based on a condition such as a worker's job. You'll have to create separate Values Defined by Criteria to capture the different levels of the allowance rates. Let's name them Standard Allowance Rates, Special Allowance Rates and TRU Allowance Rates. Here are some criteria you could use:

1. Create a Values Defined by Criteria and name it Standard Allowance Rates
   For workers on Job A

   • Pay Housing Allowance 250
   • Pay Car Allowance 400
   For workers on Job B

   • Pay Housing Allowance 650
   • Pay Car Allowance 900
2. Create a Values Defined by Criteria and name it Special Allowance Rates
   For workers on Job A

   • Pay Housing Allowance 500
   • Pay Car Allowance 750
   For workers on Job B

   • Pay Housing Allowance 350
   • Pay Car Allowance 750
3. Create a Values Defined by Criteria with calculation type as Values Defined by Criteria and name it TRU Allowance Rates.
   Note: You can create a Values Defined by Criteria based on conditions that indicate whether the ‘Standard Allowance Rates’ and ‘Special Allowance Rates’ are applicable. In this example, the conditions are based on the worker's TRU.

   For workers on TRU 1

   • Pay Housing Allowance using the ‘Standard Allowance Rates’ Values Defined by Criteria
   • Pay Car Allowance using the ‘Standard Allowance Rates’ Values Defined by Criteria

   For workers on TRU 2

   • Pay Housing Allowance using the ‘Special Allowance Rates’ Values Defined by Criteria
   • Pay Car Allowance using the ‘Special Allowance Rates’ Values Defined by Criteria
4. Once you've defined the Values Defined by Criteria, create Rate Definitions for each type of value such as Housing Allowance and Car Allowance.
   Rate Definition: Housing Allowance

   • Select the Value by Criteria category
   • Select the Value by Criteria Name ‘TRU Allowance Rates'

   • Select the Value 'Housing Allowance'

   Rate Definition: Car Allowance

   • Select the Value by Criteria category
   • Select the Value by Criteria Name ‘TRU Allowance Rates'
   • Select the Value 'Car Allowance'

With this type of configuration, the Housing Allowance rate for an employee on TRU 2 and Job B is calculated as 350.