Personnel and Pay Rate Calculation Examples

Pay Rate Global Increase on Anniversary and Global Increase Month

Create the following global assumption accounts.

Assumption Name	Assumption Code	Account Type	Display As
Raise Month	RaiseMonth	Assumption-periodic	Number
Raise %	RaisePct	Assumption-periodic	Percent
Months of Service - Raise Eligibility	Months_of_Service	Assumption-periodic	Number

Make sure these accounts have the following Account Settings:
- Time Rollup = Average of Roll-up Values
- Actuals Overlay = No Actuals for account (Show plan data)
Accounts needed include:

Account Name	Account Code	Account Type
Headcount	Headcount	Modeled-periodic
Pay Rate	PayRate	Modeled - Initial Balance Element
Start Date	StartDate	Modeled - Date Element

Formula

IF ((VersionMonth(this) > 0) AND ROW.NewHire=0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>=ASSUM.Months_of_Service AND ((ASSUM.RaiseMonth=0 AND Month(this) = Month(ROW.HireDate)) OR (ASSUM.RaiseMonth = Month(this))),ROW.PayRate[time=this-1]*ROW.RaisePct,0)

Pay Rate Global Increase on Anniversary Date Only

Create the following global assumption accounts:

Assumption Name	Assumption Code	Account Type	Display As
Raise %	RaisePct	Assumption - periodic	Percent

Make sure these accounts have the following Account Settings:
- Time Rollup = Average of Roll-up Values
- Actuals Overlay = No Actuals for account (Show plan data)
Accounts needed include:

Account Name	Account Code	Account Type
Headcount	Headcount	Modeled-periodic
Pay Rate	PayRate	Modeled - Initial Balance Element
Start Date	StartDate	Modeled - Date Element

Formula

IF (VersionMonth(this) > 0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate) > 1 AND FiscalMonth(this)=FiscalMonth(ROW.HireDate),ROW.PayRate[time=this-1]*ASSUM.RaisePct, 0

Pay Rate Global Increase on Global Increase Month Only

Create the following global assumption accounts.

Assumption Name	Assumption Code	Account Type	Display As
Raise Month	RaiseMonth	Assumption-periodic	Number
Raise %	RaisePct	Assumption-periodic	Percent
Months of Service - Raise Eligibility	Months_of_Service	Assumption-periodic	Number

Make sure these accounts have the following Account Settings:
- Time Rollup = Average of Roll-up Values
- Actuals Overlay = No Actuals for account (Show plan data)
Accounts needed include:

Account Name	Account Code	Account Type
Headcount	Headcount	Modeled-periodic
Pay Rate	PayRate	Modeled - Initial Balance Element
Start Date	StartDate	Modeled - Date Element

Formula

if(VersionMonth(this)>0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>1 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>=ASSUM.Months_of_Service AND ASSUM.RaiseMonth=FiscalMonth(this), ROW.PayRate[time=this-1]*ASSUM.RaisePct, 0)

Pay Rate Global Increase on Individual Increase Month

Create the following global assumption accounts.

Assumption Name	Assumption Code	Account Type	Display As
Raise Month	RaiseMonth	Assumption-periodic	Number
Raise %	RaisePct	Assumption-periodic	Percent
Months of Service - Raise Eligibility	Months_of_Service	Assumption-periodic	Number

Make sure these accounts have the following Account Settings:
- Time Rollup = Average of Roll-up Values
- Actuals Overlay = No Actuals for account (Show plan data)
Accounts needed include:

Account Name	Account Code	Account Type
Headcount	Headcount	Modeled-periodic
Raise Date	RaiseDate	Modeled - Date Element
Raise %	RaisePct	Assumption - periodic
Pay Rate	PayRate	Modeled - Initial Balance Element
Start Date	StartDate	Modeled - Date Element

Formula

if(VersionMonth(this)>0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>1 AND FiscalMonth(this) = FiscalMonth(ROW.RaiseDate),ROW.PayRate[time=this-1]*ASSUM.RaisePct, 0)

Pay Rate Individual Increase on a Global Month

Create the following global assumption accounts.

Assumption Name	Assumption Code	Account Type	Display As
Raise Month	RaiseMonth	Assumption-periodic	Number
Months of Service - Raise Eligibility	Months_of_Service	Assumption-periodic	Number

Make sure these accounts have the following Account Settings:
- Time Rollup = Average of Roll-up Values
- Actuals Overlay = No Actuals for account (Show plan data)
Accounts needed include:

Account Name	Account Code	Account Type
Headcount	Headcount	Modeled-periodic
Raise %	RaisePct	Modeled - Number Element (Percent)
Pay Rate	PayRate	Modeled - Initial Balance Element
Start Date	StartDate	Modeled - Date Element

Formula

if(VersionMonth(this)>0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>1 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>=ASSUM.Months_of_Service AND ASSUM.RaiseMonth=FiscalMonth(this), ROW.PayRate[time=this-1]*ROW.RaisePct, 0)

Pay Rate Individual Rate Increase on an Individual Increase Month

Accounts needed include:

Account Name	Account Code	Account Type
Headcount	Headcount	Modeled-periodic
Raise Date	RaiseDate	Modeled - Date Element
Raise %	RaisePct	Modeled - Number Element (Percent)
Pay Rate	PayRate	Modeled - Initial Balance Element
Start Date	StartDate	Modeled - Date Element

Formula

if(VersionMonth(this)>0 AND ROW.Headcount>0 AND VersionMonth(this)-VersionMonth(ROW.HireDate)>1 AND FiscalMonth(this) = FiscalMonth(ROW.RaiseDate),ROW.PayRate[time=this-1]*ROW.RaisePct, 0)