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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday Company

Formula Examples - Personnel, Pay Rate Calculations

Provides detailed examples of commonly-used pay rate formulas.

This topic provides some examples of formulas you can use for pay rate calculations.

Example 1: 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)

Example 2: 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

Example 3: 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)

Example 4: 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)

Example 5: 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)

Example 6: Pay Rate Individual Rate Increase on an Individual Increase Month

  • Create the following global assumption accounts.  ***Are any assumption accounts needed? I didn't see any in the Word doc.
  • 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)

 

 

 

 

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