Create a User-Defined Table

In this example, you create a user-defined table to hold the bonus percentages based on a person's years of service and department.

This table shows the various user-defined table components and values for those components:

  • Rows represent the years of service.

  • Columns represent the department.

Years of Service

Accounting

Payroll

1-5

.10

.08

6-10

.20

.16

11-99

.30

.24

Step 1: Create a User-Defined Table

  1. On the Home page, click the User-Defined Tables quick action under the My Clients tab.

  2. On the User-Defined Tables page in the Search Results area, click Create.

  3. On the Create User-Defined Table dialog box, in the Legislative Data Group field, select US Legislative Data Group.

  4. In the Effective As-of Date field, enter 1/1/2016.

  5. Click Continue.

  6. On the Create: User-Defined Table page in the Basic Details section in the Name field, enter Bonus_Percent.

  7. In the Range or Match field, select Range.

  8. In the Row Title field, enter Years of Service.

Step 2: Define the Accounting and Payroll Columns

  1. In the User-Defined Columns section, click Create.

    • In the Column Name field, enter Accounting.

    • In the Data Type field, select Number.

  2. In the User-Defined Columns section, click Create.

    • In the Column Name field, enter Payroll.

    • In the Data Type field, select Number.

Specify the Bonus Percent Range

  1. In the User-Defined Rows section, click Create.

    • In the Sequence field, enter 10.

    • In the Low Range field, enter 1 as the low range.

    • In the High Range field, enter 5 as the high range.

  2. In the User-Defined Rows section, click Create.

    • In the Sequence field, enter 20.

    • In the Low Range field, enter 6 as the low range.

    • In the High Range field, enter 10 as the high range.

  3. In the User-Defined Rows section, click Create.

    • In the Sequence field, enter 30.

    • In the Low Range field, enter 11 as the low range.

    • In the High Range field, enter 99 as the high range.

Step 4: Add Table Values for the Accounting Column

  1. In the User-Defined Columns section, click Accounting.

  2. Click Next.

  3. On the Create User-Defined Table: User-Defined Table Values page in the User-Defined Table Values section, click Create.

    • On the Add User-Defined Table Values dialog box, select the first row, and then click OK.

    • In the Value field, enter .10.

  4. Click Create.

    • On the Add User-Defined Table Values dialog box, select the second row, and then click OK.

    • In the Value field, enter .20.

  5. Click Create.

    • On the Add User-Defined Table Values dialog box, select the third row and click OK.

    • In the Value field, enter .30.

Step 5: Add Table Values for the Payroll column.

  1. Click Back.

  2. In the User-Defined Columns section, click Payroll.

  3. Click Next.

  4. On the Create User-Defined Table: User-Defined Table Values page in the User-Defined Table Values area, click Create.

    • On the Add User-Defined Table Values dialog box, select the first row, and then click OK.

    • In the Value field, enter .08.

  5. Click Create.

    • On the Add User-Defined Table Values dialog box, select the second row, and then click OK.

    • In the Value field, enter .16.

  6. Click Create.

    • On the Add User-Defined Table Values window, select the last row, and then click OK.

    • In the Value field, enter .24.

  7. Click Submit.

  8. On the User-Defined Tables page, click Done.