Calculate Location Allowance Rate

Let's look at an example to calculate a location allowance, based on the hire date and location of an employee.

In this example, an employee who's hired in California or Colorado before 01-JAN-19 is eligible to location allowance payments calculated at 15% of the salary. An employee hired in these states on or after 01-JAN-19 isn't eligible to receive the location allowance.

Create the Location Allowance Values by Criteria

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:

   Field	Value
   Name	Location Allowance Rate
   Effective Start Date	Enter a valid date
   Legislative Data Group	Select your legislative data group

4. Select the Create new value definition group option.

5. Enter Location Allowance in the New Value Definition Group field.

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

7. Click OK.

Create Criteria for Each Location Eligible for Payment

1. Select the row with the Housing Allowance Rate criteria definition.

2. Click New.

3. Select Criteria and then click OK.

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

   Field	Value
   Calculation Value Definition Name	Location
   Value Definition Group	Location Allowance
   Retrieval Date	Enter a valid date.
   Sequence	Select a sequence.
   Database Item Name	Select a database item name.
   Operand	=
   Literal Value	California

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

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

7. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Location Allowance Default Rate
   Value Definition Group	Location Allowance
   Retrieval Date	Date Earned

8. Select Default Criteria and then click OK.

Create Hire Date Rule Criteria for Each Location

1. Select the row with the Location = California criteria definition.

2. Click New.

3. Select Criteria and then click OK.

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

   Field	Value
   Calculation Value Definition Name	Hire Date Rule for California
   Value Definition Group	Location Allowance
   Retrieval Date	Enter a valid date.
   Sequence	Select a sequence.
   Database Item Name	Select a database item name.
   Operand	<
   Literal Value	01-JAN-2019

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

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

7. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Hire Date Rule for California Default Rate
   Value Definition Group	Location Allowance
   Retrieval Date	Date Earned

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

Create Value Definitions for the Hire Date Rule for Each Location

1. Select the row with the Hire Date Rule for California criteria definition.

2. Click New.

3. Select Value and then click OK.

4. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Location Allowance for California
   Value Definition Group	Location Allowance
   Retrieval Date	Date Earned
   Calculation Type	Flat Rate
   Rate	0.15

5. Click OK.

Create Value Definitions for the Default Criteria Definitions

1. Under the job criteria definition, select the row with the Default Criteria definition.

2. Click New.

3. Select Value and then click OK.

4. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Housing Allowance Default Rate
   Value Definition Group	Housing Allowance
   Retrieval Date	Date Earned
   Calculation Type	Flat Rate
   Rate	0.0

5. Click OK.

Create the Rate Definition for Location Allowance

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. Complete these fields.

   Field	Value
   Category	Derived Rate
   Effective Start Date	Select a date that's after the creation date of the objects that you're referencing
   Legislative Data Group	Select your legislative data group

4. Click OK.

5. In the Basic Details section on the Create Rate Definition page, complete these fields:

   Field	Value
   Name	Enter the name for your rate definition. For example, Rate - Location Allowance.
   Short Name	Enter a short name.

6. In the Returned Rate Details section, complete these fields:

   Field	Value
   Factor Rule	Value by Criteria
   Name	Select the value for the housing allowance that you created using values defined by criteria. For example, Location Allowance Rate.

Create Rate Contributors

1. In the Rate Contributors section, click Create.

2. Select Rate Definition as the contributor type and then click OK.

3. On the Create Rate Contributors page, complete these fields:

   Field	Value
   Add or Subtract	Add
   Rate Name	Select your salary rate definition.

4. Click Save and Continue.

5. Click Submit.