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Last Updated: 2024-11-01
Example: Create Lookup Tables for Job-Specific Values

Example: Create Lookup Tables for Job-Specific Values

This example illustrates how to use advanced lookup tables to manage calculations values that vary for different types of jobs.
For Global Modern Services (GMS) the Operations, Sales, and Research and Development departments have different shift allowance rates for:
  • Day shifts.
  • Afternoon shifts.
  • Night shifts.
Because GMS changes these values frequently and you use them in multiple calculations, you want to store them in a single table with effective dating.
Security:
  • Set Up: Calculations - Generic
     domain in the Core Payroll functional area.
  • Set Up: Time Off (Calculations - Generic)
     domain in the Time Off and Leave functional area.
  • To configure access to calculations using segment-based security groups:
    Access Calculation (Segmented)
     domain in the Core Payroll, Implementation, Payroll Interface, and Time Off and Leave functional areas.
  1. Access the
    Create Lookup Table
     task and select
    Advanced Lookup Table - Report Field Search Criteria
    .
    Select these values:
    Option
    Value
    Name
    Shift Allowance by Job Family
    Category
    Payroll
    Report Field Search Criteria
    Job Family Groups (or Override if exists) as of Period End Date
    Effective Date
    Enter today's date.
    Remove any rows from the
    Values
     grid, and click
    Ok
     to create the lookup table.
  2. Access the
    Lookup Table
    Column Labels
     task from the related actions menu of the lookup table.
    To display 3 columns on the lookup table, add these rows:
    Display on Page
    Display Name
    Selected
    Day Shift Allowance Rate
    Selected
    Afternoon Shift Allowance Rate
    Selected
    Night Shift Allowance Rate
  3. Access the
    Lookup Table
    Edit
     task from the related actions menu of the lookup table.
    Add these rows:
    Search Value
    Day Shift Allowance Rate
    Afternoon Shift Allowance Rate
    Night Shift Allowance Rate
    Default
    2
    5
    8
    Selected
    Operations
    3
    5
    10
    Sales
    4
    6
    10
    Research & Development
    4
    7
    12
  4. Access the
    Create Lookup Calculation
     task.
    1. Enter these values:
      Option
      Value
      Name
      Day Shift Allowance Rate
      Category
      Payroll
    2. In the
      Calculation
       grid, add a row with these values:
      Lookup Table
      Column
      Period Date Indicator
      Shift Allowance by Job Family
      Day Shift Allowance Rate
      Based on Period End Date
  5. Access the
    Create Lookup Calculation
     task, and create a similar lookup calculation for the
    Afternoon Shift Allowance Rate
    , and
    Night Shift Allowance Rate
     columns.