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Adaptive Planning
Example: Calculate Personnel and Pay Rate

Example: Calculate Personnel and Pay Rate

This topic provides some examples of formulas you can use for pay rate calculations.
For simplicity, the examples use comma separators for terms. Some browser settings require you to use semicolon separators.

Pay Rate Global Increase on Anniversary and Global Increase Month

  1. Create the following global assumption accounts.
    Assumption Name
    Assumption Code
    Account Type
    Display As
    Raise Month
    RaiseMonth
    Assumption-periodic
    Number
    Raise %
    RaisePct
    Assumption-periodic
    Percent
    Months of Service - Raise Eligibility
    Months_of_Service
    Assumption-periodic
    Number
  2. Make sure these accounts have the following
    Account Settings
    :
    • Time Rollup = Average of Roll-up Values
    • Actuals Overlay = No Actuals for account (Show plan data)
  3. Accounts needed include:
    Account Name
    Account Code
    Account Type
    Headcount
    Headcount
    Modeled-periodic
    Pay Rate
    PayRate
    Modeled - Initial Balance Element
    Start Date
    StartDate
    Modeled - Date Element
  4. Create the following formula:
    IF ((VersionMonth(this) > 0) AND ROW.NewHire=0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>=ASSUM.Months_of_Service AND ((ASSUM.RaiseMonth=0 AND Month(this) = Month(ROW.HireDate)) OR (ASSUM.RaiseMonth = Month(this))),ROW.PayRate[time=this-1]*ROW.RaisePct,0)

Pay Rate Global Increase on Anniversary Date Only

  1. Create the following global assumption accounts:
    Assumption Name
    Assumption Code
    Account Type
    Display As
    Raise %
    RaisePct
    Assumption - periodic
    Percent
  2. Make sure these accounts have the following
    Account Settings
    :
    • Time Rollup = Average of Roll-up Values
    • Actuals Overlay = No Actuals for account (Show plan data)
  3. Accounts needed include:
    Account Name
    Account Code
    Account Type
    Headcount
    Headcount
    Modeled-periodic
    Pay Rate
    PayRate
    Modeled - Initial Balance Element
    Start Date
    StartDate
    Modeled - Date Element
  4. Create the formula:
    IF (VersionMonth(this) > 0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate) > 1 AND FiscalMonth(this)=FiscalMonth(ROW.HireDate),ROW.PayRate[time=this-1]*ASSUM.RaisePct, 0

Pay Rate Global Increase on Global Increase Month Only

  1. Create the following global assumption accounts:
    Assumption Name
    Assumption Code
    Account Type
    Display As
    Raise Month
    RaiseMonth
    Assumption-periodic
    Number
    Raise %
    RaisePct
    Assumption-periodic
    Percent
    Months of Service - Raise Eligibility
    Months_of_Service
    Assumption-periodic
    Number
  2. Make sure these accounts have the following
    Account Settings
    :
    • Time Rollup = Average of Roll-up Values
    • Actuals Overlay = No Actuals for account (Show plan data)
  3. Accounts needed include:
    Account Name
    Account Code
    Account Type
    Headcount
    Headcount
    Modeled-periodic
    Pay Rate
    PayRate
    Modeled - Initial Balance Element
    Start Date
    StartDate
    Modeled - Date Element
  4. Create the formula:
    if(VersionMonth(this)>0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>1 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>=ASSUM.Months_of_Service AND ASSUM.RaiseMonth=FiscalMonth(this), ROW.PayRate[time=this-1]*ASSUM.RaisePct, 0)

Pay Rate Global Increase on Individual Increase Month

  1. Create the following global assumption accounts:
    Assumption Name
    Assumption Code
    Account Type
    Display As
    Raise Month
    RaiseMonth
    Assumption-periodic
    Number
    Raise %
    RaisePct
    Assumption-periodic
    Percent
    Months of Service - Raise Eligibility
    Months_of_Service
    Assumption-periodic
    Number
  2. Make sure these accounts have the following
    Account Settings
    :
    • Time Rollup = Average of Roll-up Values
    • Actuals Overlay = No Actuals for account (Show plan data)
  3. Accounts needed include:
    Account Name
    Account Code
    Account Type
    Headcount
    Headcount
    Modeled-periodic
    Raise Date
    RaiseDate
    Modeled - Date Element
    Raise %
    RaisePct
    Assumption - periodic
    Pay Rate
    PayRate
    Modeled - Initial Balance Element
    Start Date
    StartDate
    Modeled - Date Element
  4. Create the formula:
    if(VersionMonth(this)>0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>1 AND FiscalMonth(this) = FiscalMonth(ROW.RaiseDate),ROW.PayRate[time=this-1]*ASSUM.RaisePct, 0)

Pay Rate Individual Increase on a Global Month

  1. Create the following global assumption accounts.
    Assumption Name
    Assumption Code
    Account Type
    Display As
    Raise Month
    RaiseMonth
    Assumption-periodic
    Number
    Months of Service - Raise Eligibility
    Months_of_Service
    Assumption-periodic
    Number
  2. Make sure these accounts have the following
    Account Settings
    :
    • Time Rollup = Average of Roll-up Values
    • Actuals Overlay = No Actuals for account (Show plan data)
  3. Accounts needed include:
    Account Name
    Account Code
    Account Type
    Headcount
    Headcount
    Modeled-periodic
    Raise %
    RaisePct
    Modeled - Number Element (Percent)
    Pay Rate
    PayRate
    Modeled - Initial Balance Element
    Start Date
    StartDate
    Modeled - Date Element
  4. Create the formula:
    if(VersionMonth(this)>0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>1 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>=ASSUM.Months_of_Service AND ASSUM.RaiseMonth=FiscalMonth(this), ROW.PayRate[time=this-1]*ROW.RaisePct, 0)

Pay Rate Individual Rate Increase on an Individual Increase Month

  1. Accounts needed include:
    Account Name
    Account Code
    Account Type
    Headcount
    Headcount
    Modeled-periodic
    Raise Date
    RaiseDate
    Modeled - Date Element
    Raise %
    RaisePct
    Modeled - Number Element (Percent)
    Pay Rate
    PayRate
    Modeled - Initial Balance Element
    Start Date
    StartDate
    Modeled - Date Element
  2. Create the formula:
    if(VersionMonth(this)>0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>1 AND FiscalMonth(this) = FiscalMonth(ROW.RaiseDate),ROW.PayRate[time=this-1]*ROW.RaisePct, 0)