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.
-
Create an element of type Recurring or Assignment level.
-
Don't select the Multiple Entries Allowed check box.
-
Select a special purpose for each element input value.
-
Primary Input Value for an Amount value.
-
Factor for a Factor value.
-
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.
-
-
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.
-
Create element eligibility.
Configure Elements to Create Rate Definitions for Flat Amount Calculations
-
On the Home page, click the Elements quick action under the My Client Groups tab.
-
Click Create.
-
Enter these values.
Field
Value
Legislative Data Group
Select your legislative data group
Primary Classification
Standard Earnings
Category
Standard
-
Click Continue.
-
Enter a name, reporting name, and description.
-
Enter the effective date.
-
Answer the questions in the Duration and Standard Rules sections.
Note:Multiple entries aren't allowed.
-
For the question, At which employment level should this element be attached?, select Assignment Level.
-
For the question, Does this element recur each payroll period, or does it require explicit entry? select Recurring.
-
Click Next.
-
In the Calculation Rules section, select Flat Amount and then click Next.
-
Click Submit.
-
On the Element Summary page under the Input Values folder, select Full-Time Equivalent.
-
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
-
Repeat steps 1 through 9 in the first procedure.
-
In the Calculation Rules section, select Factor and then click Next.
-
Click Submit.
-
On the Element Summary page under the Input Values folder, select Pay Value.
-
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
-
On the Element Summary page under the Input Values folder, select Factor.
-
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.
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. |