Benefit cost

General data related to salary, benefit, and cost, such as amounts and ranges.

The staging table is WFB_BenefitCost.

Field Type Mandatory Description
BenefitCostSalary [nvarchar] (252)

NULL

Y Type of salary, benefit or cost action.

The valid values are SALARY, BENEFIT or COST.

SALARY:

  • For the BaseRateAmountChange and BaseRatePercentChange calculation types, the only allowed value is SALARY.

BENEFIT or COST:

  • For all other calculation types, the valid values are BENEFIT and COST.
BenefitCostCode [nvarchar] (200)

NOT NULL

Y Unique ID of the salary, benefit or cost in the Salary, Benefit, Cost Definition business objects.
BenefitCostName [nvarchar] (252)

NOT NULL

Y Salary, benefit or cost name.

Free text.

Account [nvarchar] (200)

NOT NULL

Y Valid base salary account ID in the Account business object that has been activated for the configuration set in which data will be loaded.
EffectiveStart [datetime]

NULL

Y/N Effective start date.

Required for global benefits and costs that have date type set to Calendar Date.

Does not apply to any other benefit or cost.

EffectiveEnd [datetime]

NULL

N Effective end date.

Only applies to global benefits and costs that have a calculation type of PercentOfPeriodic or YTDRanges.

YTDType [nvarchar] (252)

NULL

N Year to date fiscal or calendar calculation type.

It applies to these calculation types:

  • QuantityXRate
  • PercentOfPeriodic
  • YTDRanges

The default is Fiscal.

CalcByEmployee [nvarchar] (3)

NULL

N Calculation by employee across positions.

These values are valid:

  • Yes to enable.
  • No to disable.

The CalcByEmployee property is used by the PercentOfPeriodic and YTDRanges calculation types for global benefits and costs.

The default value is disabled.

CalcType [nvarchar] (252)

NULL

Y Calculation type of salary, benefits, and cost.

These are the salary calculation types:

  • BaseRateAmountChange
  • BaseRatePercentChange

These are the benefit, pay, and cost calculation types:

  • YTDRanges
  • PercentOfPeriodic
  • PercentOfAnnualized
  • FlatAmount
  • QuantityXRate
  • PremiumPercentBaseRate
  • PremiumAmountBaseRate
  • PremiumPercentPremiumRate
  • PremiumAmountPremiumRate
GlobalOrDetailed [nvarchar] (252)

NULL

N Whether the benefit or cost definition is global or detail.

The valid values are Global or Detailed.

Global must be one of these calculation types:

  • PercentOfPeriodic
  • PercentOfAnnualized
  • YTDRanges

The default is Detailed.

Value1 [float] (53)

NULL

Y/N Value of the amount, percent, and rate depending on the calculation type of the action.

If the calculation type is YTDRanges, do not specify a value for Value1 as it does not apply to this type.

If non-global such as Detailed, Benefit, Cost

  • Value1 is optional with no default.
  • Value1 is used to specify the default amount, percent, or rate which can be overridden by the user when creating an action.

If global benefit or cost, Value1 is required.

Used to specify the percent to use in the calculations.

Value2 [float] (53)

NULL

N Value of QuantityXRate type action to specify the default quantity. It can be overridden by the user when creating an action.

Value2 should not be specified for other calculation type than QuantityXRate benefits and costs.

Value2 is optional with no default.

DateType [nvarchar] (252)

NULL

N Type of date that the rule is based on, must be an attribute of employee or position.

These benefits and costs are calculated by employee:

  • EmployeeEffectiveStart
  • EmployeeEffectiveEnd
  • HireDate
  • PromotionDate
  • LongevityDate
  • CalendarDate

These benefits and costs are not calculated by employee:

  • EmployeeEffectiveStart
  • EmployeeEffectiveEnd
  • AssignmentEffectiveStart
  • AssignmentEffectiveEnd
  • PositionEffectiveStart
  • PositionEffectiveEnd
  • HireDate
  • PromotionDate
  • FundingAvailable
  • LongevityDate
  • CalendarDate

This is optional. The default is Calendar Date.

CalculationMethod [bit]

NULL

N One time or regularly paid benefit

It applies to these calculation types:

  • FlatAmount
  • QuantityXRate

The valid values are:

  • 1 to apply across periods.
  • 0 to apply to a single period.

This is optional. The default is 1.

ShiftDifferential [nvarchar] (3)

NULL

N Shift Differential.

Applies to non-global benefits and costs calculation type PremiumAmountBaseRate.

The valid values are:

  • Yes for active.
  • No for inactive.

This is optional. The default is Yes for PremiumAmountBaseRate.

AllowBudgeterToApply [bit]

NULL

N Enable a user to apply the cost or benefit to positions or employees.

The valid values are:

  • 1 for active.
  • 0 for inactive.

Only applies to non-global benefits and costs.

This is optional. The default is 1.

AllowBudgeterToOverride [bit]

NULL

N Allow budgeters to input different values.

The valid values are:

  • 1 for active.
  • 0 for inactive.

All calculation types for global benefits and costs and calculation type YTD Ranges for benefits and costs must have a value 0. The default is 0.

All other calculation types for benefits and costs can be 0 or 1. The default is 1.

Scope [nvarchar] (252)

NULL

Y/N Scope represents entity to which the pay or benefit definition applies.

The valid values are:

  • A single BPDENTITY.
  • A value that represents all entities. The valid values for all entities are TOTAL_ENTITY or ALLENTITIES.

Required for global benefits.

DatedValues [bit]

NULL

N Specify one or more benefits and costs values for different date ranges.

The valid values are:

  • 1 for active.
  • 0 for inactive.

These values are used for non-global calculation types:

  • Flat Amount that is spread.
  • Quantity X Rate that is spread.
  • Percent of periodic.
  • Percent of annualized.