Limit Pension Contributions

This example demonstrates how to create criteria to limit pension contributions based on the employee's job. This table summarizes the key decisions for this scenario.

Decisions to Consider	In this Example
What jobs and contribution limits should be used?	If the employee is an Associate Consultant, limit pension contribution to 5,000 If the employee is a Consultant, limit pension contribution to 10,000 For all other jobs, limit pension contribution to 17 percent of annual salary

This example:

1. Creates the pension limits criteria definition

2. Creates job criteria

3. Creates the value definition for job 1

4. Creates the value definition for job 2

5. Creates the value definition for the default criteria definition

Create the Pension Limits Criteria Definition

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	Pension Limits
   Effective Start Date	1/1/15
   Legislative Data Group	Select your legislative data group.

4. Select the Use existing value definition group radio button.

5. Select Limit Rules in the Value Definition Group field.

6. Select Flat Amount in the Default Calculation Type field.

7. Click OK.

Create Job Criteria

1. Select the row with the Pension Limits criteria definition.

2. Click New.

3. Select Criteria and then click OK.

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

   Field	Job 1	Job 2
   Calculation Value Definition Name	Job 1	Job 2
   Value Definition Group	Limit Rules	Limit Rules
   Retrieval Date	Date Earned	Date Earned
   Sequence	1	2
   Database Item Name	PER_ASG_JOB_CODE	PER_ASG_JOB_CODE
   Operand	=	=
   Literal Value	Associate Consultant	Consultant

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

6. To create a default group for the job criteria, repeat steps 1 through 3.

7. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Other Jobs
   Value Definition Group	Limit Rules
   Retrieval Date	Date Earned

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

Create the Value Definition for Job 1

1. Select the row with the criteria definition as Job 1 = Associate Consultant.

2. Click New.

3. Select Value and click OK.

4. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Contribution Limits 1
   Value Definition Group	Limit Rules
   Retrieval Date	Date Earned
   Calculation Type	Flat Amount
   Periodicity	Annually
   Unit of Measure	Money
   Currency	LDG Currency
   Flat Amount	5,000

5. Click OK .

Create the Value Definition for Job 2

1. Select the row with the criteria definition as Job 2 = Consultant.

2. Click New.

3. Select Value and click OK.

4. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Contribution Limits 2
   Value Definition Group	Limit Rules
   Retrieval Date	Date Earned
   Calculation Type	Flat Amount
   Periodicity	Annually
   Unit of Measure	Money
   Currency	LDG Currency
   Flat Amount	10,000

5. Click OK.

Create the Value Definitions for the Default Criteria Definition

1. Select the row with the Default Criteria definition.

2. Click New.

3. Select Value and click OK.

4. Complete these fields:

   Field	Value
   Calculation Value Definition Name	Other Jobs
   Value Definition Group	Limit Rules
   Retrieval Date	Date Earned
   Calculation Type	Flat Rate
   Rate	.17

5. Click OK.