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Administrator Guide
Last Updated: 2023-06-23
Example: Create Advanced Lookup Tables for Benefit Rates (FRA)

Example: Create Advanced Lookup Tables for Benefit Rates (FRA)

This example illustrates how to store additional benefit rates in an advanced lookup table.
Julie the payroll administrator needs to create payroll calculations based on benefit rates for a health care coverage plan. Because each health care coverage target has both a flat amount and a rate, Julie needs to store the rates in an advanced lookup table.
  • Define 2 health care coverage targets:
    Employee - Basic Option
     and
    Employee - Premium Option
    .
  • Create a health care benefit plan.
Security:
  • Set Up: Payroll (Calculations - Generic)
     domain in the Core Payroll functional area.
  • Set Up: Time Off (Calculations - Generic)
     domain in the Time Off and Leave functional area.
  1. Access the
    Create Lookup Table
     task.
  2. Select
    Advanced Lookup Table - Report Field Search Criteria
    .
  3. Complete these options:
    Option
    Value
    Name
    Health Care Coverage Rates
    Category
    Payroll
    Report Field Search Criteria
    Worker's Health Care Coverage Target (FRA Benefits)
    Effective Date
    Enter today's date.
  4. Click
    OK
     to create the lookup table.
  5. Access the
    Lookup Tables
    Column Labels
     task from the related actions menu of the lookup table.
    Add these rows:
    Display on Page
    Display
    Selected
    EE Contribution - Flat Amount
    Selected
    ER Contribution - Flat Amount
    Selected
    EE Contribution - Rate
    Selected
    ER Contribution - Rate
  6. Access the
    Edit Lookup Tables
     task to return to the
    Health Care Coverage Rates
     lookup table.
    In the
    Table Data
     tab, add these rows:
    Search Value
    EE Contribution - Flat Amount
    ER -Contribution - Flat Amount
    EE Contribution - Rate
    ER Contribution - Rate
    Employee - Basic Option
    35
    40
    .01
    .02
    Employee - Premium Option
    35
    40
    .015
    .03
  7. Access the
    Create Lookup Calculation
     task.
    1. Enter these values:
      • Name
        : Health rate - EE Flat Amount
      • Category
        :
        Payroll
    2. In the
      Calculation
       grid, add this row:
      Lookup Table
      Column
      Period Date Indicator
      Health Care Coverage Rates
      EE Contribution - Flat Amount
      Based on Payment Date
    Create a similar lookup calculation for the ER contribution flat amount, and the EE and ER contribution rates.
Create 4 deductions, each one using a lookup table calculation to retrieve the health care coverage rates.