Configuring supplemental pay and benefits

Use the Supplemental Pay and Benefit Definition page to edit or create the benefits, supplemental pay, and salary definitions to use for jobs, positions, and employees.

The tabs and options on the tabs vary for each calculation type. For example, for salary definitions, there is no Global Cost tab.

  1. Click the Home icon.
  2. Select Module Settings and Budgeting > Configuration > Supplemental Pay and Benefit Definition.
  3. From the standard dimensions, select the context in which to edit or create definitions.
  4. Click the configuration button of the benefit to edit, or click Add New and specify this information:
    Definition Code
    Specify a code to identify the definition.
    Definition Name
    Specify a name for the definition.
    Account Assignment
    Select the account to which the cost or benefit is charged. The Account Assignment list includes all accounts that have been configured as Workforce Budgeting accounts.
  5. If you add a new definition, click the Create a Benefit Defenition, Create a Pay Defenition, or Create a Salary Defenition button to create the required type of definition.
  6. For pay or benefit definitions, click the Global Cost tab and specify this information:
    Global [Benefit][Pay] Definition
    Select this option if the pay or benefit applies to all positions in the selected entity.
    Calculate by employee
    Select this option to apply the benefit across all positions to which an employee is assigned. For example, FICA is determined by an employee's total income, not individually for each position. This option is only available if Workforce Budgeting is configured for employee-based budgeting.
    [Benefit][Pay] Definition Scope
    Select the entity to which the pay or benefit definition applies.
  7. Click the Calculation Details tab and select these options:
    Calculation Type
    Select a calculation type.
    Calculation Method
    Select the calculation method. The calculation method depends on the calculation type. For one-time benefits or payments, select Apply amount to single period. For benefits or payments that are paid regularly, select Apply amount across the configuration set. This option is only available for some calculation types.
    Calculation Date Type
    Select a calculation date type.
    Allow Budgeter to Apply
    Optionally, select this option to enable any user with read and write permissions to apply this pay or benefit to positions or employees. Otherwise, only administrators can apply the pay, salary, or benefit. Select a calculation date type. The calculation date type depends on the calculation type.
  8. For supplemental pay and benefit definitions with a percent calculation type, click the Based on tab. Then select the basis on which the supplemental pay or benefit is calculated.
  9. Click the Calculation Values tab.
    Some of the fields of the Calculation Values tab are determined by the selections that you make on the Calculation Details tab. For example, if the calculation type is YTD Ranges, then the Calculation Values tab has a New Row option. For each row you can specify a percentage payment and the salary range to which that percentage of the benefit applies.

    These fields are common to many calculation types:

    Maximum Benefit Value
    The maximum amount of the benefit that can be paid.
    Calculation Configuration set
    Specify whether the benefit is paid by fiscal year or calendar year.
    Allow Budgeter to Override
    Optionally, allow budgeters to input different values.
  10. Alternatively, select the Dated values option to specify one or more pay or benefit values for different date ranges.
    Note: This option applies only for Percent of Periodic, Percent of Annualized, Rate x Quantity, and Flat Amount calculation types.
    Dated values
    Select this option to specify values for different date ranges. If you use this option, the default value is disabled and the budgeter cannot overwrite the specified values. After you select this option, specify this information:
    Value
    In the Value or % column, specify the value or percentage to be used in calculations.
    Start
    Specify the start date for the specified value.
    End
    Specify the end date for the specified value.
    Delete
    Click the Delete icon, to remove the specified value and dates.
  11. For global definitions, click the Calculate tab.
    Note: If you create or change a global pay or benefit definition, you must click Calculate on the Calculate tab to apply the change. If you change an existing non-global supplemental pay or benefit definition that is applied to jobs, positions, or position assignments, you must click Calculate. This applies the change to existing jobs, positions, and position assignments.