Defining burden pool drivers

Burden pool drivers identify the criteria used to select source transactions for burden calculations. The burden pool drivers you define are based on the driver type you selected for the burden code. For example, you have a burden code with a driver type of Employee. Burden pool drivers let you identify the specific employees that make a transaction eligible for burdens. Use this procedure to define one or more burden pool drivers for each burden code.

  1. Access Pool Driver Values (AC62.1).
  2. In the Burden Code field, select the burden code for which you are defining drivers.
  3. In the Pool Number field, specify a number and provide a description for the pool. Pool numbers can contain up to three digits.
    Note: You can define multiple pools for a single burden code, but ensure that each burden code and pool number combination is unique.
  4. Select the pool driver values that you want to use as criteria when selecting source transactions for burden calculations. Complete one of these tabs:
    Burden code's driver type Tab
    01 - Company and Work Accounting Unit

    On the Company/Acct Unit tab, select one of these options:

    • A General Ledger company and a range of accounting units
    • A list of accounting units

      This identifies selection criteria for the company and accounting unit in the source transaction.

      See General Ledger User Guide.
    02 - Company and Home Accounting Unit

    On the Company/Acct Unit tab, select one of these options:

    • A General Ledger company and a range of accounting units
    • A list of accounting units

      This identifies selection criteria for the company and accounting unit associated with the employee in the source transaction.

      See General Ledger User Guide.
    03 - Activity Company Acct Unit

    On the Company/Acct Unit tab, select one of these options:

    • A general Ledger company and a range of accounting units
    • A list of accounting units

      This identifies selection criteria for the company and accounting unit associated with the activity in the source transaction.

      See General Ledger User Guide.
    04 - Activity

    On the Activity tab, select one of these options:

    • A range of activities
    • A list of activities
    05 - Account Category

    On the Account Category tab, select one of these options:

    • An account category group
    • An account category range

      This identifies selection criteria for the account category in the source transaction.
    06 - Job Code

    On the Job Code tab, select both of these options:

    • The HR company containing the job codes you want
    • A range of job codes

      This identifies selection criteria for the job code in the source transaction. You must assign job codes as transaction attributes.

      See Human Resources User Guide.
    07 - Salary Class

    On the Salary Class tab, select the salary class:

    • Hourly
    • Salaried
    • All

      This identifies selection criteria for the salary class associated with the employee in the source transaction.

      See Human Resources User Guide.
    08 - Employee

    On the Employee tab, select the Human Resources company that contains the employees and one of these options:

    • An employee group
    • A range of employees

      This identifies selection criteria for the employee in the source transaction.

      See Human Resources User Guide.

Related reports and inquiries

Function Form
List pool driver value assignments. Pool Driver Values Listing (AC262)
Related topics