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Administrator Guide
Last Updated: 2023-06-23
Example: Override Retirement Rates for Specific Workers (FRA)

Example: Override Retirement Rates for Specific Workers (FRA)

This example illustrates how to configure retirement rate overrides for specific types of workers.
You want to define these specific override retirement rates for workers with unlimited contracts:
  • Manager: 4.72 (Employee rate), 3.15 (Employer rate).
  • Nonmanager: 1 (Employee and Employer rate).
For all other types of contracts, you want to apply a rate of 2.
You can use these pay component groups to indicate that rates for the specific workers override the company-level rates:
  • EE Retirement Contribution on Band 1 Rate Override
  • ER Retirement Contribution on Band 1 Rate Override
Security:
  • Set Up: Payroll (Calculations - Generic)
     domain in the Core Payroll functional area.
  • Set Up: Payroll (Calculations - Payroll Specific)
     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 Conditional Calculation
     task, and enter these values:
    Option Description
    Name
    EE Rate Retirement on band 1
    Category
    Payroll
    Default Response
    2
  2. Add these rows and click
    OK
    :
    Order
    Condition
    Result
    a
    AGIRC/ARRCO Tax Election code equal to Manager category
    4.72
    b
    AGIRC/ARRCO Tax Election code equal to Non Manager
    1
  3. Access the
    Create Conditional Calculation
     task, and enter these values:
    Option Description
    Name
    ER Rate Retirement on band 1
    Category
    Payroll
    Default Response
    2
  4. Add these rows and click
    OK
    :
    Order
    Condition
    Result
    a
    AGIRC/ARRCO Tax Election code equal to Manager category
    3.15
    b
    AGIRC/ARRCO Tax Election code equal to Non Manager
    1
  5. Access the
    Create Related Calculation
     task, and enter these values:
    Option Description
    Name
    EE Rate Band 1
    Code
    RC - EERateB1
    Category
    Payroll
    Default Value
    EE Rate Retirement on band 1
  6. Access the
    Create Related Calculation
     task again, and enter these values:
    Option Description
    Name
    ER Rate Band 1
    Code
    RC - ERRateB1
    Category
    Payroll
    Default Value
    ER Rate Retirement on band 1
  7. Access the
    Create Deduction
     task, and enter these values:
    Option Description
    Name
    Rate Override on Retirement Band 1
    Code
    RORB
    Effective Date
    Enter today's date.
    Category
    Payroll
    Country
    France
    Worker Eligibility
    FRA Contract Type Equal to Unlimited Contract
    Calculation
    0
    Groups (Non-Effective Dated tab)
    FRA Statutory Taxes ER [FRA]
    In the
    Related Calculations
     grid, add these rows:
    Related Calculation
    Groups
    Default Calculation
    EE Rate Band 1
    EE Retirement Contribution on Band 1 Rate Override [FRA]
    EE Rate Retirement on band 1
    ER Rate Band 1
    ER Retirement Contribution on Band 1 Rate Override [FRA]
    ER Rate Retirement on band 1
When you run a payroll process, Workday uses the override rates to calculate AGCO retirement contributions on Band 1 for workers with unlimited contracts.