Individual multiplier schemes for each assignment - Variable Pay Calculation

[MeghaSadhotra]

My client has a requirement where for each of the assignments, individual multiplier scheme varies. For reference, this is a multiplicative scheme.

Ex: If for 1st six months employee was a Specialist, individual performance multiplier should be 200%. In mid of the year, employee got promoted to Manager level  and individual performance multiplier should be 400% for assignment 6 months since promotion. 

Individual Performance Multiplier is dependent on Grade Category (which is a combination of multiple fields like Job Level, Job Band, Employee Group and Employee Subgroup) and Rating. There will be only 1 PM form for entire year.

My approach has been to get the Individual Performance Multipler in EH file and use it in the Basis calculation, so that assignment target amount is already inclusive of the Individual Multiplier. And use Individual guidelines as 1 (catch all formula) for all cases. This seems to be working fine, however, my concern is that this Individual Performance Multiplier - how should this be stored in EC - in Job info? What would be the best possible solution which does not involve too much effort for client?

Any help/guidance is much appreciated. 

@xavierlegarrec 

[xavierlegarrec]

Hi @MeghaSadhotra 

Before putting this information which varies based on many criteria I would first try a VarPay configuration with Assignment Based Rating and one row per record where the ind_guideline defaults the right individual multiplier (based on all these criteria you mention) upon opening of the worksheets. This way you stick to a relatively standard configuration and also allow for possible overrides of the percentage.

All the best

Xavier

[MeghaSadhotra]

Hi Xavier, Thank you for suggesting this. I tried but it doesn't work as intended. The individual multiplier for each assignment still defaults to the matching criteria of the latest record (job level and code after promotion and effective 31st Dec) which is available on the Summary row. It does not take into account the previous record where Job level and Job Code were different (prior to promotion). As a result, for all the two assignments, Individual multiplier is same instead of two different values. Do you think I am missing something here?

[xavierlegarrec]

I think something must be off in your configuration because the purpose of ABR is to be able to enter different recommendations (as well as guidelines) for different employee history records the employee has.

[MeghaSadhotra]

Hi Xavier, please allow me to share my system's screenshots to help me explain better the issue I am facing. Below are the screenshots for the config.

Screenshot 1 shows the plan - we can see assignments are coming in. Grade Category in summary row is a field from EC.

Screenshot 2 - Assignment details shows the Grade Category and Grade Category 1 - these are EH fields. We can ignore Grade Category 1 for now. If we look at this employee's Grade Category, it is defined as Associate/Supervisor for the 1st and 2nd assignment. Guideline for Associate/Supervisor is set as '200'. However, guideline's parameter is Grade Category from summary row. Reason is guidelines parameter is not allowing for a field from Assignment details section to be added as parameter. As a result, as of 31st Dec this employee has Grade Category 'Manager' and hence the guideline is getting defaulted to 200% for every assignment.

I am looking for a way where guideline parameter can be made as assignment detail's Grade Category field, and that way, it should solve the problem. I tried making it as an entry level field by putting in the column id in the formula, but that doesn't work either, neither can this be made as an aggregate field.

Please do let me know if I am setup something incorrectly here. Thankyou for sharing your insights as always @xavierlegarrec