Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Calculations

Implemented as a custom calculation in Compensation Calculations; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for AIRINC Spendable:

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The AIRINC Goods & Services Differential calculation requires the following import:

AIRINC File Format 1 with a header of “Goods and Services Differential”

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Calculations

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for AIRINC GS Index:

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Calculations

Implemented as a custom calculation in Compensation Calculations; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for AIRINC Hypothetical Federal Tax:

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Calculations

Implemented as a custom calculation in Compensation Calculations; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for AIRINC Hypothetical Social Tax:

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The AIRINC Housing Home Country Norm calculation requires the following import:

AIRINC File Format 1 with a header of “Home Country Housing Norm”

Also implemented as a custom calculation in Compensation Calculations.

Calculation Inputs

Here is a list of the required inputs for AIRINC Home Housing Norm:

Available in Compensation Worksheets

Available in Compensation Calculations

Available in Compensation Worksheets

Available in Compensation Calculations

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for AIRINC Housing Max:

Available in Compensation Worksheets

Available in Compensation Calculations

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for AIRINC Location Premium:

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager. This calculation is based upon salary band.

Calculation Inputs

Here is a list of the required inputs for AIRINC Rent Cost

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Worksheets

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager. This calculation is based upon salary band.

Calculation Inputs

Here is a list of the required inputs for AIRINC Utilities Cost

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Calculations

Implemented as a custom calculation in Compensation Calculations; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for AIRINC Home Utilities Norm:

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Compensation Calculations

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for AIRINC Utilities Max:

Available in Compensation Worksheets

Equus Platform will read the Annual Base Pay amount with the appropriate Effective Date for the compensation worksheet Calculation Period. If there are multiple Annual Base Pay amounts appropriate for the Calculation Period, the system will pro-rate the amounts appropriately.

Available in Cost Estimates, Compensation Calculations and Compensation Worksheets

This calculation will read the amount of a Compensation Data Repository line item if the line item name matches the Caption or Description of the Cost Estimate, Compensation Calculation, or Compensation Worksheet line item.

The calculation will return the value for the line items based on the comparison of Effective Date and End Date to the Cost Estimate or Compensation Calculation Effective Date. In Compensation Worksheets, the Effective Date is compared to the Calculation Period of the Effective Worksheet. For example:

Line items with no Effective Date, future Effective Dates (a date greater than the effective date of the Cost Estimate, Compensation Calculation or Compensation Worksheet Effective Period), or End Dates before the effective date of the Cost Estimate, Compensation Calculation or Compensation Worksheet Effective Period will not be returned.

When values are retrieved from the Compensation Data Repository, they may be converted into a usable currency by a Compensation Worksheet, Cost Estimate, or Compensation Calculation.

When retrieving a value into a Compensation Worksheet, the value is converted to the Compensation Worksheet’s Home Country Currency using the effective exchange rate (if available). The effective rate is found by using the Begin Date of the pay period as an effective date, and then using the exchange rate lookup rules established at the company.

When retrieving a value into a Cost Estimate or Compensation Calculation, the value is converted to the Data Entry Currency using the effective exchange rate (if available). The effective rate is found by using the Effective Date of the calculation, and then using the exchange rate lookup rules established at the company.

In all cases, if an effective exchange rate cannot be found (either the required exchange rates have not been loaded into the system or the rate is outside of the acceptable range defined in the company settings) an error will be returned.

Available in Compensation Worksheets only

This calculation will read the amount of a Compensation Data Repository line item if the line item name matches the Caption of the Compensation Worksheet line item. Use this calculation when the amount paid to the employee is to be provided in a single payment, such as an annual bonus.

All information from the previous section “Compensation Data Repository Based Calculation” applies to this calculation. However, using this calculation will tell the Compensation Worksheet to not divide by the number of payroll periods. Line Item Amount Adjustments rules are applied if they are entered.

Take care that when configuring the one-time payment’s Effective Dates, they should only be within a single Compensation Worksheet’s Effective Period; if it exists within two Effective Periods, it will be paid twice.

Available in Compensation Worksheets

ECA COL Calculation Specifics

The ECA COL calculation has the following formula:

COL Calculation = ((Total Spendable Gradient x Annual Base Pay + Total Spendable Constant) x ((COL Index/100) - 1)) / Appropriate Calculation Period

A System Preference has been added to accommodate the ECA COL Calculation; BSHTCACOLN Allow a COL Index less than 1, the Default = EQFALS. This means that the system will default to only producing a Col calculation when the COL index is greater than 100, if you would like a negative COL to be calculated this preference can be changed to EQTRUE.

Here is a legend of how family size will be used:

HOME_FAMILY_SIZE = 1 THEN 'S0'
HOME_FAMILY_SIZE = 2 THEN 'M0'
HOME_FAMILY_SIZE = 3 THEN 'M1'
HOME_FAMILY_SIZE = 4 THEN 'M2'
HOME_FAMILY_SIZE = 5 THEN 'M3'
HOME_FAMILY_SIZE = 6 THEN 'M4'
HOME_FAMILY_SIZE = 7+ THEN 'M5'

ECA Cost of Living Adjustment expects the Net Pay to be entered as the base salary.

Calculation Inputs

Here is a list of the required inputs for ECA Cost of Living Adjustment *

* Within Compensation Worksheets, once you save the Template Details you will be able to select ECA Inputs, the options available will depend on your ECA subscription and the information you imported. You also have the option of specifying a COL Index Override which will ignore the ECA COL data and use the COL Index Override specified to determine the amount of the Cost of Living Adjustment.

If you want to hand select the ECA data used you can uncheck the Use Current Data Provider Version for Calculation and that will allow you to specify the Spendable Version as well as COL Home Location, COL Host Location COL Index Type, and the COL Version. It will then show you the resulting COL Index based on your selections and you still have the option to override it if necessary.

Available in Compensation Worksheets

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for ECA Education Cost

Available in Compensation Worksheets

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for ECA Hardship Allowance (% of Gross Salary)

Available in Compensation Worksheets

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for ECA Hardship Allowance (% of Gross Salary)

Available in Compensation Worksheets

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Calculation Inputs

Here is a list of the required inputs for ECA Hardship Allowance (% of Gross Salary)

Available in Compensation Worksheets

Calculation Inputs

Here is a list of the required inputs for Foreign Service Premium

This calculation will derive the allowance amount as a percentage of salary data used for calculations.

Available in Compensation Worksheets

The Mercer Cost of Living Adjustment calculation requires the following imports:

Mercer Index Related Spendable Percentages

or Mercer International Spendable Tier 2 Values

Mercer Cost of Living Index Import

The Mercer Cost of Living Adjustment calculation has the following formula:

(Spendable Amount x [(Mercer Cost of Living Index – 100) / 100]) / Number of Pay Periods
​
The Mercer Cost of Living Index is looked up in the Mercer data tables. It looks up the correct value for the given index type, home and host location, and index exclusion.

The Mercer Cost of Living Adjustment calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Host Country

Home Country Currency

Gross Salary

Home Family Size when using the COLA calculation with Mercer International Spendable or Host Family Size when using the COLA calculation with Mercer Index Related Spendable. (See Family Size Mapping to Mercer Data section for further explanation)

From Equus Platform™ Comp Worksheet Line Item screen:

Spendable Type

Spendable Region/City

From City/To City/Index Type

Index Exclusion

The Spendable Type, Spendable Region/City, From City/To City/Index Type, and Index Exclusion are available on the line item screen in the Mercer Inputs section when a Mercer Cost of Living Adjustment line item is selected and saved.

The COLA calculation will calculate the Spendable Amount based on the inputs within the Mercer Cost of Living Adjustment line item, regardless if a Spendable line item exists on the balance sheet or not; UNLESS a Spendable line item exists and is set with a Calculation Method of Fixed Amount in Home Currency, in that case the fixed amount will be used in the COLA calculation.

The “Allow Negative G&S Differential for Mercer, ORC & AIRINC compensation calculations” System Preference will default to only producing a COLA calculation when the COL index is greater than 100; it will set the COLA to 0 if the calculated amount is less than 0. If you would like a negative COLA to be calculated this preference can be changed to Yes. This preference is used by comp worksheets & cost estimates.

Mercer Cost of Living Adjustment supports the use of the “Use Max Cap if Salary Range Exceeds the Max Range Mercer Salary-Based Calculations” system preference. Setting this preference to “Yes” will use the Mercer Index Related Spendable Percentages or Mercer International Spendable Tier 2 values for the maximum salary range for calculations that contain a salary beyond the maximum salary range provided.

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Cost of Living Adjustment calculation using Fixed Spendable requires the following imports:

Mercer Cost of Living Index Import

The Mercer Cost of Living Adjustment calculation has the following formula:

(Fixed Spendable Amount x [(Mercer Cost of Living Index – 100) / 100])
​
The Mercer Cost of Living Index is looked up in the Mercer data tables*. It looks up the correct value for the given index type, home and host location, and index exclusion.

The Mercer Cost of Living Adjustment calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Assignment Details screen:

Home Country

Host Country

Home Country Currency

From Equus Platform™ Calculation Inputs Line Item screen:

Fixed Spendable Amount

From City/To City/Index Type

Index Exclusion

COLA Index*

The Fixed Spendable Amount, From City/To City/Index Type, Index Exclusion and Index Used in Calculation are available on the Calculation Inputs tab when a Mercer Cost of Living Adjustment line item is included in the estimate/calculation.

The System Preference related to allowing a negative G&S Differential (COLA) (“Allow Negative G&S Differential for Mercer, ORC & AIRINC compensation calculations”) does not apply to the Mercer Cost of Living Adjustment using Fixed Spendable. The COLA will calculate and if the calculated value is negative, the system will allow the negative amount, not change it to 0.

*The COLA Index used in the calculation may be overridden by deselecting the “Lookup Automatically” checkbox and typing in a Percent to be used. When the “Lookup Automatically” checkbox is ticked and the line item is set to calculate, the system will look up the value and display it here whenever a calculation is performed.

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Cost of Living Adjustment using Index Related Spendable calculation requires the following imports:

Mercer Cost of Living Index Import

Mercer Index Related Spendable Percentages Import

The Mercer Cost of Living Adjustment calculation has the following formula:

(Spendable Amount x [(Mercer Cost of Living Index – 100) / 100])
​
The Mercer Cost of Living Index is looked up in the Mercer data tables*. It looks up the correct value for the given index type, home and host location, and index exclusion.

The Mercer Cost of Living Adjustment calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Assignment Details screen:

Home Country

Host Country

Home Country Currency

From Equus Platform™ Calculation Inputs Line Item screen:

Region/City to Use for Spendable Calc

Cities/Index Type to Use for COLA Calc

Host Family Size (to Use for Spendable Calc)

Index Exclusion to Use for COLA Calc

COLA Index*

Annual Salary (to Use for Spendable Calc)

The Region/City, Cities/Index Type, Host Family Size, Index Exclusion, Index Used in Calculation, and Annual Salary are available on the Calculation Inputs tab when a Mercer Cost of Living Adjustment line item is included in the estimate/calculation.

*The COLA Index used in the calculation may be overridden by deselecting the “Lookup Automatically” checkbox and typing in a Percent to be used. When the “Lookup Automatically” checkbox is ticked and the line item is set to calculate, the system will look up the value and display it here whenever a calculation is performed.

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Family Allowance calculation requires the following import:

Mercer Hypothetical Tax Import

The Mercer Family Allowance calculation has the following formula:

(Gross Salary x [Mercer Family Allowance Percent / 100]) / Number of Pay Periods
​
The Mercer Family Allowance Percent is looked up in the Mercer data tables. It looks up the correct value for the given gross salary range in home currency and home family size.

The Mercer Family Allowance calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Home Country Currency

Gross Salary

Home Family Size (see Family Size Mapping to Mercer Data section for further explanation)

From Equus Platform™ Comp Worksheet Line Item screen:

Hypo Tax Region

The Hypo Tax Region is available on the line item screen in the Mercer Inputs section when a Mercer Family Allowance line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab.

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Home Country Hypothetical Personal Income Tax calculation requires the following import:

Mercer Hypothetical Tax Import

The Mercer Home Country Hypothetical Personal Income Tax calculation has the following formula:

(Gross Salary x [Mercer Hypothetical Personal Income Tax Percent / 100]) / Number of Pay Periods
​
The Mercer Hypothetical Personal Income Tax Percent is looked up in the Mercer data tables. It looks up the correct value for the given gross salary range in home currency and home family size.

The Mercer Home Country Hypothetical Personal Income Tax calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Home Country Currency

Gross Salary

Home Family Size (see Family Size Mapping to Mercer Data section for further explanation)

From Equus Platform™ Comp Worksheet Line Item screen:

Hypo Tax Region

The Hypo Tax Region is available on the line item screen in the Mercer Inputs section when a Mercer Home Country Hypothetical Personal Income Tax line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab.

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Home Country Hypothetical Social Tax calculation requires the following import:

Mercer Hypothetical Tax Import

The Mercer Home Country Hypothetical Social Tax calculation has the following formula:

(Gross Salary x [Mercer Hypothetical Social Tax Percent / 100]) / Number of Pay Periods
​
The Mercer Index Hypothetical Social Tax Percent is looked up in the Mercer data tables. It looks up the correct value for the given gross salary range in home currency and home family size.

The Mercer Home Country Hypothetical Social Tax calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Home Country Currency

Gross Salary

Home Family Size (see Family Size Mapping to Mercer Data section for further explanation)

From Equus Platform™ Comp Worksheet Line Item screen:

Hypo Tax Region

The Hypo Tax Region is available on the line item screen in the Mercer Inputs section when a Mercer Home Country Hypothetical Social Tax line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab.

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Home Country Housing Norm calculation requires the following import:

Mercer Home Housing Norm Percentages

The Mercer Home Country Housing Norm calculation has the following formula:

(Gross Salary x [Mercer Home Country Housing Norm Percent / 100]) / Number of Pay Periods
​
The Mercer Home Country Housing Norm Percent is looked up in the Mercer data tables. It looks up the correct value for the given gross salary range in home currency and host family size.

The Mercer Home Country Housing Norm calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Home Country Currency

Gross Salary

Host Family Size (see Family Size Mapping to Mercer Data section for further explanation)

From Equus Platform™ Comp Worksheet Line Item screen:

Home Housing Norm Region

The Home Housing Norm Region is available on the line item screen in the Mercer Inputs section when a Mercer Index Related Spendable Percentages line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab.

Mercer Home Housing Norm supports the use of the “Use Max Cap if Salary Range Exceeds the Max Range Mercer Salary-Based Calculations” system preference. Setting this preference to “Yes” will use the Mercer Home Housing Norm Percentages values for the maximum salary range for calculations that contain a salary beyond the maximum salary range provided.

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Host Country Housing Cost calculation requires the following import:

Mercer Host Country Housing Cost

The Mercer Host Country Housing Cost calculation has the following formula:

([Mercer Host Housing Type Value x 12]) / Number of Pay Periods
​
The Mercer Host Housing Type Value is looked up in the Mercer data tables. It looks up the correct value for the given host country, host city, and host housing type.

The Mercer host housing costs are based on monthly rental costs in host dollars. The amount lookup up in the Mercer data tables will be multiplied by 12 and converted to home dollars using the Comp Worksheet’s exchange rate in order to calculate the annual host housing cost in home dollars. The annual host housing costs will then be divided by the number of pay periods to calculate the pay period host housing costs in home dollars.

The Mercer Host Country Housing Cost calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Host Country

Host Country Currency

From Equus Platform™ Comp Worksheet Line Item screen:

City

Housing Type

The City and Housing Type are available on the line item screen in the Mercer Inputs section when a Mercer Host Country Housing Cost line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab.

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Index Related Spendable-Percentage of Gross Salary calculation requires the following import:

Mercer Index Related Spendable Percentages

The Mercer Index Related Spendable-Percentage of Gross Salary calculation has the following formula:

(Gross Salary x [Mercer Index Related Spendable Percent / 100]) / Number of Pay Periods
​
The Mercer Index Related Spendable Percent is looked up in the Mercer data tables. It looks up the correct value for the given gross salary range in home dollars and host family size.

The Mercer Index Related Spendable-Percentage of Gross Salary calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Home Country Currency

Gross Salary

Host Family Size (see Family Size Mapping to Mercer Data section for further explanation)

From Equus Platform™ Comp Worksheet Line Item screen:

Spendable Region Name

The Spendable Region is available on the line item screen in the Mercer Inputs section when a Mercer Index Related Spendable Percentages line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab.

Mercer Index Related Spendable supports the use of the “Use Max Cap if Salary Range Exceeds the Max Range Mercer Salary-Based Calculations” system preference. Setting this preference to “Yes” will use the Mercer Index Related Spendable Percentages values for the maximum salary range for calculations that contain a salary beyond the maximum salary range provided.

Available in Compensation Worksheets

The Mercer International Spendable calculation requires the following import:

Mercer International Spendable Tier 2 Values

The Mercer International Spendable calculation has the following formula:

Mercer Annual International Spendable Value / Number of Pay Periods

The Mercer Annual International Spendable Value is looked up in the Mercer data tables. It looks up the correct value for the given gross salary range in home dollars and home family size.

The Mercer International Spendable calculation requires the following inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Home Country Currency

Gross Salary

Home Family Size (see Family Size Mapping to Mercer Data section for further explanation)

From Equus Platform™ Comp Worksheet Line Item screen:

Spendable City Name

The Spendable City is available on the line item screen in the Mercer Inputs section when a Mercer Index Related Spendable Percentages line item is selected and saved.

Mercer International Spendable supports the use of the “Use Max Cap if Salary Range Exceeds the Max Range Mercer Salary-Based Calculations” system preference. Setting this preference to “Yes” will use the Mercer International Spendable Tier 2 values for the maximum salary range for calculations that contain a salary beyond the maximum salary range provided.

Available in Cost Estimates

Available in Compensation Calculations

A or B can be renamed to a specific type of calculation; for example, Mobility Premium.

The Mercer Percent of Net Salary A and B calculations require the following import:

Mercer Hypothetical Tax Import

The Mercer Percent of Net Salary A and B calculations have the following formula:

(Net Salary x [Input Percentage / 100]) / Number of Pay Periods
​
The Input Percentage is manually input on the Equus Platform™ Comp Worksheet Line Item screen.

Net salary is defined as annual base pay minus Mercer Hypothetical Tax minus Mercer Hypothetical Social Tax plus Family Allowance.

The Percent of Net Salary A and B calculations requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Host Country

Home Country Currency

Gross Salary

From Equus Platform™ Comp Worksheet Line Item screen:

Hypo Tax Region

Percentage %

The Hypo Tax Region is available on the line item screen in the Mercer Inputs section when a Mercer Home Country Hypothetical Social Tax line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab

The Percentage % is available on the Calculation Inputs tab.

Available in Compensation Worksheets

The Mercer Quality of Living Allowance calculation requires the following import:

Mercer Quality of Living Index Import

The Quality of Living Allowance calculation has the following formula:

(Gross Salary x [Mercer Quality of Living Percent / 100]) / Number of Pay Periods
​
The Mercer Quality of Living Percent is looked up in the Mercer data tables. It looks up the index rating for the given home and host location. It then applies the index rating to the Quality of Living Index Grading table to determine the Quality of Living Percent.

The Mercer Quality of Living Allowance calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Host Country

Home Country Currency

Gross Salary

From Equus Platform™ Comp Worksheet Line Item screen:

From City/To City

The From City/To City is available on the line item screen in the Mercer Inputs section when a Mercer Quality of Living Adjustment line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab.

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Quality of Living Allowance calculation requires the following import:

Mercer Quality of Living Index Import

The Quality of Living Allowance calculation has the following formula:

(Gross Salary x [Mercer Quality of Living Percent / 100])
​
The Mercer Quality of Living Percent is looked up in the Mercer data tables*. It looks up the index rating for the given home and host location. It then applies the index rating to the Quality of Living Index Grading table to determine the Quality of Living Percent.

The Mercer Quality of Living Allowance calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Assignment Details screen:

Home Country

Host Country

Home Country Currency

From Equus Platform™ Calculation Inputs tab:

From City/To City

Annual (gross) Salary

Quality of Living Percent*

The From City/To City is available on the Calculation Inputs tab when a Mercer Quality of Living Adjustment line item is included.

*The Quality of Living Percent used in the calculation may be overridden by deselecting the “Lookup Automatically” checkbox and typing in a Percent to be used. When the “Lookup Automatically” checkbox is ticked and the line item is set to calculate, the system will look up the value and display it here whenever a calculation is performed.

Available in Compensation Worksheets

The Mercer Quality of Living Allowance on Net Salary calculation requires the following imports:

Mercer Quality of Living Index Import

Mercer Hypothetical Tax Import

The Quality of Living Allowance calculation has the following formula:

(Net Salary x [Mercer Quality of Living Percent / 100]) / Number of Pay Periods
​
The Mercer Quality of Living Percent is looked up in the Mercer data tables. It looks up the index rating for the given home and host location. It then applies the index rating to the Quality of Living Index Grading table to determine the Quality of Living Percent.

Net salary is defined as annual base pay minus Mercer Hypothetical Tax minus Mercer Hypothetical Social Tax plus Family Allowance.

The Mercer Quality of Living Allowance on Net Salary calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Comp Worksheet screen:

Home Country

Host Country

Home Country Currency

Gross Salary

From Equus Platform™ Comp Worksheet Line Item screen or Calculation Inputs tab:

From City/To City

The From City/To City is available on the line item screen in the Mercer Inputs section when a Mercer Quality of Living Adjustment on Net Salary line item is selected and saved. From Cost Estimates or Compensation Calculations, it is available on the Calculation Inputs tab.

Available in Cost Estimates

Available in Compensation Calculations

The Mercer Quality of Living Allowance on Net Salary calculation requires the following imports:

Mercer Quality of Living Index Import

Mercer Hypothetical Tax Import

The Quality of Living Allowance calculation has the following formula:

(Net Salary x [Mercer Quality of Living Percent / 100])
​
The Mercer Quality of Living Percent is looked up in the Mercer data tables*. It looks up the index rating for the given home and host location. It then applies the index rating to the Quality of Living Index Grading table to determine the Quality of Living Percent.

Net salary is defined as annual base pay minus Mercer Hypothetical Tax minus Mercer Hypothetical Social Tax plus Family Allowance.

The Mercer Quality of Living Allowance on Net Salary calculation requires the following Equus Platform™ inputs:

From Equus Platform™ Assignment Details screen:

Home Country

Host Country

Home Country Currency

From Equus Platform™ Calculation Inputs tab:

From City/To City

Hypo Tax Region

Home Family Size

Annual Salary

Quality of Living Percent*

The From City/To City is available on the Calculation Inputs tab when a Mercer Quality of Living Adjustment on Net Salary line item included.

*The Quality of Living Percent used in the calculation may be overridden by deselecting the “Lookup Automatically” checkbox and typing in a Percent to be used. When the “Lookup Automatically” checkbox is ticked and the line item is set to calculate, the system will look up the value and display it here whenever a calculation is performed.

Available in Compensation Worksheets

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The ORC Hardship Allowance calculation requires the following import:

ORC Home/Host Data

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The ORC Hypothetical Social Security Tax calculation requires the following import:

ORC Hypo Tax Data

Note: Use Prorate and Annualize options when using this calculation within Cost Estimates or Compensation Calculations

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Allows the Home Location Type to be selected and is not supported by the standard ORC Hypo Tax import

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The ORC Hypothetical Tax calculation requires the following import:

ORC Hypo Data

Note: Use Prorate and Annualize options when using this calculation within Cost Estimates or Compensation Calculations

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

Implemented as a custom calculation; not delivered with the system but can be added with the help of an Equus Account Manager.

Allows the Home Location Type to be selected and is not supported by the standard ORC Hypo Tax import

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The ORC Standard Goods & Services Differential calculation requires the following imports:

ORC Home Norm Data

ORC Home/Host Data

Viewing the Adjusted Index and the Index Used

Within the ORC Inputs section of the Compensation Worksheet screen will display the Adjusted Tabled G&S Index as well as the G&S Index Used.

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The ORC Standard Goods & Services Spendable calculation requires the following imports:

ORC Home Norm Data

ORC Home/Host Data

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

The ORC Standard Goods & Services Differential calculation requires the following import:

ORC Home Norm Data

ORC Single Home Housing Norm Includes Family of 2 System Preference

There is a system preference available at both the system and company level that will allow the user to determine what Family Size number constitutes Single and Family. If the system preference is set to Yes a Family Size of 1 and 2 will use the Single ORC Home Housing Norm indexes in the ORC Home Country Housing Norm calculation. Any Family Size larger than 2 will use the Family ORC Home Housing Norm indexes in the ORC Home Country Housing Norm calculation. If the system preference is set to No then a Family Size of 1 will use the Single indexes and a Family Size of 2 or larger will use the Family indexes.

Use Host Family Size for ORC Home Norm Calculation System Preference

There is a system preference available at both the system and company level that will allow the user to determine if the Host Family Size or the Home Family Size should be used in the ORC Home Country Housing Norm calculation. If the system preference is set to Yes the Host Family Size will be used for the ORC Home Country Housing Norm calculation. If the system preference is set to No the Home Family Size will be used for the ORC Home Country Housing Norm calculation.

Available in Compensation Worksheets

Available in Cost Estimates

Available in Compensation Calculations

This calculation will read the Initial Base Salary from the General Info tab of the assignee’s Cost Estimate of Compensation Calculation.