Example: Create a Step-Based Calculation for Recreation Center Fees

This example illustrates how to use a step-based calculation to calculate a fee that varies based on different conditions.

At Alma Mater University, fees for the campus recreation center vary depending on:

How many units the student is registered for.

Their campus location.

Their class standing.

Based on the number of registered units, the fee is:

Number of Units	Fee Amount
Fewer than 12	300
12-15	500
16 or more	500 + 20 for every unit over 12 units

For students at any campus except for the main campus, this amount includes the fee for student health services of 186. Students at the main campus pay the fee for student health services separately, so their fee for the campus recreation center is 186 lower.

First-year students pay no more than 200 for the campus recreation center fee.

Create a constant value calculation, named Student Health Service Fee Calculation
, that returns 186.

Create these step-based conditions:

Location is Main Campus

Registered Units <12

Registered Units <=15

Registered Units > 15

Student is Freshman

Create a step-based condition group named SF Number of Billable Units
.

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.

Access the

Create Step Based Calculation

task and enter these values:

Option	Description
Name	SF SBC Campus Recreation Center Fee
Category	Student Financials

Add these steps to the

Step Details

grid:

To add a row as a new step, use the plus in the far left column. To add a row to the

Operations

sections within a step, use the plus to the right of the

Condition

column. The step numbers aren't visible until you click

and save the calculation.

Step	Condition Group	Condition	Operation	Type	Value
1.1	SF Number of Billable Units	Registered Units <12	Add	Numeric	300
1.2	SF Number of Billable Units	Registered Units <=15	Add	Numeric	500
1.3	SF Number of Billable Units	Registered Units > 15 You can also optionally leave this field blank.	Set	Calculation	Billable Units Registered for Academic Period
			Subtract	Number	12
			Multiply	Number	20
			Add	Numeric	500
2		Location is Main Campus	Subtract	Calculation	Student Health Service Fee Calculation
3		Student is Freshman	Min	Numeric	200

Create Calculations

Example: Calculate Fees for the Campus Recreation Center