Create Rate Definitions for Leave
In this example, let's calculate an employee's absence rate as of a particular date.
The rate includes a combination of average salary and car allowance. The employee has an annual year-to-date salary of 26,000. The employee also receives an annual car allowance payment of 2,000. The absence rate is 26,000 + 2,000 = 28,000. To provide a daily absence rate, you convert this rate into a daily rate.
This table summarizes the key information you use in the example.
What You Need To Consider |
For This Example |
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What elements do I need to create before I define the rate? |
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Which balances hold the contributing values? |
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Should I process contributor totals as full-time equivalent amounts? |
Yes |
Create the Rate Definition
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On the Home page, click the Rate Definitions quick action under the My Client Groups tab.
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In the Search Results section, click Create.
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Enter these values.
Field
What You Select
Category
Derived Rate
Effective Start Date
A date that's after the creation date of the objects that you're referencing
Legislative Data Group
Your legislative data group
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Click OK.
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In the Basic Details section, enter these values.
Field
Value
Name
Absence Rate - Salary and Car Allowance
Short Name
ABS RATE - SAL/CAR ALLOW
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In the Returned Rate Details section, Periodicity field, select Daily.
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Click the Contributor Rules tab and in the Process Contributor Total as FTE Amount select, Yes.
The balances referenced need to be populated using payroll runs for the periods covered by the balance dimension or the rate definition won't generate a meaningful value.
Create Rate Contributors
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In the Rate Contributors section, click Create.
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In the Contributor Type field, select Balance and click OK.
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On the Create Rate Contributors page, enter these values.
Field
What You Enter
Add or Subtract
Add
Balance Name
Regular Salary
Balance Dimension
Assignment State Period to Date
Periodicity
Daily
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Click Save and Continue.
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In the Rate Contributor section, click Create.
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In the Contributor Type field, select Balance and click OK.
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On the Create Rate Contributor page, enter these values.
Field
What You Enter
Add or Subtract
Add
Balance Name
Car Allowance
Balance Dimension
Assignment State Period to Date
Periodicity
Daily
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Click Save and Continue.
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Click Submit.
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Assign an Absence element entry to the employee's assignment. You will then need to pass the absence entry to payroll using the absence interface.