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Last Updated: 2024-11-01
Example: Create a Step-Based Calculation for Enterprise Award Amounts

Example: Create a Step-Based Calculation for Enterprise Award Amounts

This example illustrates how to use a step-based calculation to calculate a student award that varies based on different conditions.
Alma Mater University awards the Enterprise Award to students who are registered for 13 or more units, with a cumulative grade point average (GPA) of 3.0 or above. The award amount varies depending on the number of units registered, the student's GPA, and the financial aid award year.
The maximum total unit-based amount is 5600.
The university awards students with higher cumulative GPAs higher percentages of the unit-based amounts.
Create a lookup table for enterprise award rates per unit, named
Enterprise Award Rate Per Unit
.
Create a lookup table for enterprise award percentages based on GPA, named
Percentage Based on GPA
.
Create a step-based condition for enterprise award amounts, named
Units in Academic Period <= 12
.
Security:
  • Set Up: Calculations - Generic
     domain in the Core Payroll functional area.
  • Access Calculation (Segmented)
     domain in the functional areas for Core Payroll, Implementation, Payroll Interface, and Time Off and Leave.
  • Set Up: Time Off (Calculations - Generic)
     domain in the Time Off and Leave functional area.
  1. Access the
    Create Step Based Calculation
     task and enter these values:
    Option Description
    Name
    Enterprise Award Amounts
    Category
    Financial Aid
  2. Add these steps to the
    Step Details
     grid:
    To add a row as a new step, use the plus in the far left column. Use the plus to the right of the
    Condition
     column to add a row to the
    Operations
     sections within a step. The step numbers aren't visible until you click
    OK
     and save the calculation.
    Step
    Condition
    Operation
    Type
    Value
    1
    Units in Academic Period <= 12
    Exit
    Numeric
    0
    2
    Set
    Calculation
    Units in Academic Period (ALL) Load Status Calculation
    Subtract
    Numeric
    12
    Multiply
    Lookup Table
    Lookup Table
    :
    Enterprise Award Rate Per Unit
    Column
    :
    Enterprise Award Rate
    Period Date Indicator
    :
    Based on Period End Date
    Min
    Numeric
    5600
    Multiply
    Lookup Table
    Lookup Table
    :
    Percentage Based on GPA
    Column
    :
    Percentage
    Period Date Indicator
    :
    Based on Period End Date