To set up a rate matrix:Create a rate matrix to define rates of pay against combinations of criteria, such as base pay that varies by job, grade, age, and length of service, and overtime that is a percentage of base pay where the percentage varies by position.
Note: Within a rate matrix, if base pay varies by job, grade, age, and length of service, and overtime is a percentage of base pay, then overtime can also vary only by job, grade, age, and length of service; in other words, you cannot vary rates by one criteria for one rate type and by another criteria for another rate type within one rate matrix.
To set up a rate matrix:Design your matrix by deciding which rates of pay are variable, and which criteria determine each rate. List the rates that are dependent on other rates so you can create them in the correct sequence.
Define one or more elements for each rate.
To use timecards to specify a criteria value for a rate, create an input value to hold the criteria value. For example, if your workers can specify a location on their overtime timecard entries, create a location input value on the Overtime element. Use sequence 12 through 15 for these input values.
Link the elements. Typically you create open element links (with no assignment components) since you are not using the link to determine eligibility for the rates.
If you are using Oracle Payroll, ensure that the payroll formulas for your rate elements call the function RBC_Rate_Retrieval. See: Writing Formulas for Rate by Criteria Calculations
Review the predefined criteria. If you want to use timecards to specify a person's value for any predefined criteria, query the criteria on the Eligibility Criteria page and, in the Define Timecard Override region, enter the table and column holding the timecard information. If you are using Oracle Time and Labor, the table is pay_batch_lines, and the column is the element input value that holds the override information.
Define any additional criteria you require. To use a formula rule to determine the criteria values for an employee (rather than retrieving the values from a table), you must write the formula first. Select the formula type Eligibility Access Calculation.
If you are using Oracle Time and Labor and you want your workers to specify criteria override values on their timecards, modify the timecard layout to include the criteria you want, such as location. For a worked example of all the steps to use timecards to provide override values, see the white paper Setting Up the RBC/OTL/Payroll Integration, My Oracle Support Note ID 369044.1.
Create your criteria rate definitions on the Criteria Rate Definition page, selecting the elements you created for the rate. To use a formula rule to determine how the application calculates or rounds the rate value, or selects the preferred rate when the employee is eligible for more than one, you must write your formulas first. Select the formula types Compensation Calculation, Rounding, or Preferential Rate Calculation.
Create your rate matrix by ordering the criteria and entering values for each rate definition against each combination of criteria.
You can test your setup by entering the rate element for an employee, running QuickPay, and checking the statement of earnings. If you are using timecard overrides, you must enter a timecard for the employee, transfer the timecard from OTL to BEE (batch element entries), and process the batch before you run QuickPay.