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Last Updated: 2025-11-14
Example: Multicriteria Advanced Lookup Table Customized Allowances for Payroll

Example: Multicriteria Advanced Lookup Table Customized Allowances for Payroll

This example illustrates how to configure a customized allowance table based on:
  • Organization
  • Job profile
  • Seniority
In addition to regular payroll updates at Global Modern Services, you want to configure a customized allowance incorporating 3 criteria related to employee retention.
Workers in certain organizations with different job profiles and seniority receive a range of allowances, depending on defined criteria.
Security:
  • Set Up: Calculations - Generic
     domain in the Core Payroll functional area.
  • Access Calculation (Segmented)
     domain in the Core Payroll functional areas to configure access to calculations using segment-based security group.
  1. Access the
    Create Multicriteria Advanced Lookup Table
     task.
  2. Enter
    Customized Allowance
     and select Payroll from
    Category
    .
  3. In the
    Search Criteria
    section, enter the following in the grid:
    Name
    Search Criteria Type
    Business Object
    Organization
    Report Field Search Criteria
    Supervisory Organization
    Job Profile
    Report Field Search Criteria
    Job Profile
    Seniority
    Numeric Calculation Search Criteria
  4. Click
    Next
    .
  5. In the
    Column Labels
     section, enter the column name for returned results for the table:
    Display On Page
    Display Name
    Selected
    Carer Allowance
    Selected
    Housing Allowance
    Selected
    Wellbeing Allowance
  6. Click
    Next
    .
  7. In
    Values
    , enter
    08/01/2025
     in
    Effective Date
     and complete the grid:
    Organization
    Job Profile
    Seniority
    Carer Allowance
    Housing Allowance
    Wellbeing Allowance
    Research & Development (France)
    Research Assistant
    0-5
    100
    200
    50
    Research & Development (France)
    Research Assistant
    5-10
    150
    250
    75
    Research & Development (France)
    Senior Researcher
    0-5
    150
    300
    50
    Research & Development (France)
    Senior Researcher
    5-10
    200
    350
    75
    Research & Development (UK)
    Research Assistant
    0-5
    90
    150
    50
    Research & Development (UK)
    Research Assistant
    5-10
    120
    200
    75
    Research & Development (UK)
    Senior Researcher
    0-5
    100
    175
    50
    Research & Development (UK)
    Senior Researcher
    5-10
    150
    250
    75
  8. Click
    Next
    .
  9. Review the criteria and click
    OK
    .
  10. Access the
    Create Lookup Calculation
     task.
  11. Enter
    Carer Calc
     in
    Name
    and select
    Payroll
    from
    Category
    .
  12. In the Calculation grid, select
    Customized Allowance
     from
    Lookup Table
    .
  13. Select
    Carer Allowance
     from
    Column
    and
    Based on Period End Date
     from
    Period End Date Indicator for Lookup Calculation
    . In the Multicriteria Search Items grid, add these values:
    Name
    Calculation Value
    Organization
    Supervisory Organization as of Period End Date
    Job Profile
    Job Profile (Compensation)
    Seniority
    Years since Hire (based on Pay Input)
  14. Click
    Done
    .
  15. Access the
    Create Lookup Calculation
     task, and create a lookup calculation for each column in the multicriteria advanced lookup table.