PercentOfAnnualized

The PercentOfAnnualized calculation method uses information as described in this topic.

This information is required for the WFB_BenefitCost table:

  • The value for BenefitCostSalary can be Benefit or Cost.
  • The value for BenefitCostCode is a unique ID.
  • The value for BenefitCostName is free text.
  • The value for Account is one of the available accounts specified for the configuration set.
  • The value of YTD can be Fiscal or Calendar. If the field is empty, then the default is Fiscal.
  • The value for CalcType is always PercentOfAnnualized.
  • The value for DateType is one of the available date types. If the field is empty, then the default is CalendarDate.
  • The value for CalculationMethod is Single Period. If the field is empty, then the default is Single Period.

This non-global information is required for the WFB_BenefitCost table:

  • The value for GlobalOrDetailed is always Detailed. If the field is empty, then the default is Detailed.

This global information is required for the WFB_BenefitCost table:

  • The value for GlobalOrDetailed is always Global. The field cannot be empty.
  • If the value of the DateType field is set to CalendarDate, then the EffectiveStart field must be filled by the user. If the field is empty, the default is CalendarDate.
  • Scope. There is no default.
  • Value1.

This non-global information is optional for the WFB_BenefitCost table:

  • AllowBudgeterToApply. If the field is empty, then the default is Active.
  • AllowBudgeterToOverride. If the field is empty, then the default is Active.
  • Value1.

This global information is optional for the WFB_BenefitCost table:

  • EffectiveEnd
  • CalcByEmployee. If the field is empty, then the default is Disable.

This information is required for the WFB_BenefitCostBasedOn table:

  • BenefitCostCode
  • BasedOnBenefitCostCode

If PercentOfAnnualized uses Cap, then this information in the WFB_BenefitCostCaps table is required:

  • Currency
  • BenefitCostCode
  • Cap

If non-global PercentOfAnnualized uses DatedValues for a calculation method for a single period, then this information in the WFB_BenefitCostDatedValue table is required:

  • Currency
  • BenefitCostCode
  • EffectiveStart
  • EffectiveEnd
  • Value