Configure Elements Used by Rate Definitions

If you create rate definitions that reference element input values, you must configure them for the different calculation rules, such as Flat Amount and Factor.

This ensures that the values calculated by the rate are consistent with the values processed through payroll.

Elements use the predefined CALL_CALC_VALUES formula to calculate rate values in Calculate Payroll and Generate HCM Rates. Each element also requires the necessary payroll calculation information is defined such as values definitions, calculation steps and calculation factors.

When you create elements with a category such as Time Card or Absence, you can associate a default rate definition and the application generates all the rules and definitions required to calculate the rate.

When you create elements with a category of Standard, you need to update the element formula to use CALL_CALC_VALUE and create the payroll calculation information required to associate the rate definition to the element and calculate the rate.

Do these element configuration steps if you're using this element for a rate definition with the category element.

1. Create an element of type Recurring or Assignment level.

2. Don't select the Multiple Entries Allowed check box.

3. Select a special purpose for each element input value.

   1. Primary Input Value for an Amount value.

   2. Factor for a Factor value.

   3. Periodicity for a Periodicity value.

   Note: When creating elements for use in rate definitions, don't select Periodically. The Rate Definition process is unable to convert rates with a periodicity of periodically to different frequencies such as annual, weekly, and daily.

4. If the flat amount is a full-time equivalent value, you must select Yes in the Default field for the Full-Time Equivalent input value.

5. Create element eligibility.

Configure Elements to Create Rate Definitions for Flat Amount Calculations

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

2. Click Create.

3. Enter these values.

   Field	Value
   Legislative Data Group	Select your legislative data group
   Primary Classification	Standard Earnings
   Category	Standard

4. Click Continue.

5. Enter a name, reporting name, and description.

6. Enter the effective date.

7. Answer the questions in the Duration and Standard Rules sections.

   Note: Multiple entries aren't allowed.

8. For the question, At which employment level should this element be attached?, select Assignment Level.

9. For the question, Does this element recur each payroll period, or does it require explicit entry? select Recurring.

10. Click Next.

11. In the Calculation Rules section, select Flat Amount and then click Next.

12. Click Submit.

13. On the Element Summary page under the Input Values folder, select Full-Time Equivalent.

14. Check that these values exist.

    Field	Value or Check Box Status
    Name	Full-Time Equivalent
    Special Purpose	Full-Time Equivalent
    Unit of Measure	Character
    Displayed	Selected
    Allow User Entry	Selected
    Required	Deselected
    Create a Database Item	Selected
    Default	No
    Lookup Type	PAY_TMPLT_YES_NO

Configure Elements to Create Rate Definitions for Factor Calculations

1. Repeat steps 1 through 9 in the first procedure.

2. In the Calculation Rules section, select Factor and then click Next.

3. Click Submit.

4. On the Element Summary page under the Input Values folder, select Pay Value.

5. Check that these values exist.

   Field	Value or Check Box Status
   Name	Pay Value
   Special Purpose	Primary output value
   Unit of Measure	Money
   Displayed	Selected
   Allow User Entry	Selected
   Required	Deselected
   Create a Database Item	Selected

6. On the Element Summary page under the Input Values folder, select Factor.

7. Check that the following fields and values exist.

   Field	Value or Check Box Status
   Name	Factor
   Special Purpose	Factor
   Unit of Measure	Number
   Displayed	Selected
   Allow User Entry	Selected
   Required	Deselected
   Create a Database Item	Selected

Test Your Element Configuration

You're almost done. Now, to test your element configuration, follow these steps.

Note: These procedures are for payroll users only.

Step	Page	Do This Action
1	My Client Groups	Find a payroll and an employee that you can use for testing purposes.
2	Elements	For the Flat Amount element, use the Pay Value balance feed to enter an Eligible Compensation balance for the Percentage element.
3	Element Entries	Add the Flat Amount and Percentage elements to the employee as element entries and enter input values.
4	Submit a Process or Report	Enter a suitable period for the payroll you selected in step 1.
5	Submit a Process or Report	Run the payroll.
6	View Payroll Process Results	Check if the payroll results are correct.