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Administrator Guide
Last Updated: 2024-12-13
Example: Create a Lookup Table for Cost of Living Percentages

Example: Create a Lookup Table for Cost of Living Percentages

This example illustrates how to create an advanced lookup table to store the cost of living based on a worker's primary work state.
Your company has workers in California, Florida, New York, Pennsylvania, and South Carolina. You're preparing to create a calculation for bonuses based on the cost of living in each state. You want to create a lookup table with these percentages:
  • California
    :
    25%
  • Florida
    :
    20%
  • New York
    :
    25%
  • Pennsylvania
    :
    20%
  • South Carolina
    :
    15%
  1. Access the
    Create Lookup Table
    task.
  2. Select
    Advanced Lookup Table - Report Field Search Criteria
    .
  3. Enter these values:
    Option Description
    Name
    Bonus Percent (Based on Cost of Living)
    Category
    Payroll
    Report Field Search Criteria
    Worker Primary Work State
    Effective Date
    Select the effective date for the calculation.
  4. Remove the first row from the
    Values
    grid.
    If you don't remove the first row, you won't be able to save the table.
  5. Click
    OK
    .
  6. From the related actions menu of the lookup table, select
    Lookup Table
    Column Labels
    .
  7. Enter these values:
    Display on Page
    Display Name
    Selected
    Bonus Percent
  8. Click
    OK
    .
  9. Click
    Done
    .
  10. Access the
    Edit Lookup Table
    task.
  11. From the
    Lookup Table
    prompt, select
    Bonus Percent (Based on Cost of Living)
    .
  12. Enter these values in the
    Values
    grid.
    Search Value
    Bonus Percent
    Default
    California
    0.25
    Florida
    0.20
    New York
    0.25
    Pennsylvania
    0.20
    South Carolina
    0.15
    0.10
    Selected
  13. Click
    OK
    .
Create step-based conditions and a step-based calculation for bonuses based on the cost of living.