To create a new Compensation Calculation from scratch follow the steps:

The Template selected will determine the line items available and the Effective Date will determine the defaulted data. Initial Base Salary, Home Family Size, Host Family Size, Compensation Calculations (new) data (mostly data provider data such as AIRINC, MERCER, ORC), Custom Calculation versions, and Exchange Rates are all driven by the Effective Date.

Compensation Calculation has 4 parts:

This General Info tab collects basic information to proceed with compensation calculation. These inputs are defaulted from other screens but can be modified as needed.

Note, once

has been clicked, these inputs can no longer be modified.

Description - contains the Compensation Calculation Template name followed by creation date. You can input a unique description.

Template - the Compensation Calculation Template selected from the Template lookup is defaulted to this input. Select from available dropdown options to change the template.

Effective Date - is used to reference when reports for the compensation calculation will be generated and allows compensation calculations to be associated with each other based on the same effective date. In addition, the Effective Date will drive data within the Compensation Calculation. Initial Base Salary, Home Family Size, Host Family Size, Compensation Calculations (new) data (mostly data provider data such as AIRINC, MERCER), Custom Calculation versions, and Exchange Rates are all driven by the Effective Date. This field will appear on the Employee Documents screen in the Cost Estimate Reports section, on the Compensation Calculation Batch screen, and the Compensation Calculation Report Batch screen.

Data-entry Currency - defines the currency for Compensation Calculation input. Select from up to three available currencies: company, home and host currency. Note that when Frontier Worker functionality is enabled, and Use as Default From Currency has been set to use home work currency (see Assignment Screen), home work currency will be available instead of home currency. The currency of the Base Salary input defaults to this input field. Select from available options to override defaulted currency. This change clears the defaulted value for the Base Salary input and changes the currency displayed beside the base salary input field.

Additional details regarding the calculations is displayed:

Enter the annual base salary amount in the given currency.

If an amount is entered as Annual Base Pay on the Compensation screen, the amount defaults to this input; provided that the currency of the base pay amount on the Compensation screen is one of the three available currencies of the Compensation Calculation and the Effective Date of the Annual Base Pay is less than or equal to the Effective Date of the Compensation Calculation. A change made to the Data-entry Currency clears the defaulted Base Salary amount.

The Marital Status updates the Filing Status input for hypothetical tax calculations. Marital status is determined by the following search order:

The Filing Status inputs for hypothetical tax calculations can also be overwritten with the values from the Home and Host Tax Filing Status fields in the Assignment screen. If these fields are not populated, then the Filing Status will be defaulted to the value from the employee's Marital Status instead.

The Home Family Size value updates the Home Dependents input for hypothetical tax calculations. Additionally, any calculations with home family size inputs will be updated.

A home family size of 1 and a single marital status defaults a filing status of single with no dependents. A home family size value of 2 and a marital status of married defaults a filing status of married and no dependents. Any home family size greater than 2 if single or 3 if married defaults the value in excess as the dependents input.

The total home or host family size is defaulted for calculations with home or host family size inputs.

Home Family size is determined by the most recent Home Family Size record on the Compensation screen with an Effective Date prior or equal to the Effective Date of the Compensation Calculation.

The Host Family Size value updates values for any calculations with a host family size input.

The total host family size is defaulted for calculations with host family size inputs.

Host Family size is determined by the latest Host Family Size record on the Compensation screen with an Effective Date prior or equal to the Effective Date of the Compensation Calculation.

If any line items are calculated using an Equus Tax Engine Hypo Calculation, the relevant Hypo Tax Estimator(s) will default here from the Assignment Screen. Select from the lookup list to update the hypo location.

If From Country or From Work Country exists on the Assignment screen or Authorization screen, the Home Tax Calculator and Home Work Calculator respectively are defaulted from here. Select from lookup list to override the defaulted value as appropriate. If a country is not supported by the Equus Tax Engine, the field will default to **None**.

If the Tax Calculator country is United States, Canada or Switzerland , you may select the appropriate State / Province / Canton location here. If From State / Province / Canton or From Work State / Province / Canton exists on the Assignment screen or Authorization screen, the Home Tax Calculator and Home Work Calculator respectively are defaulted from here. Select from lookup list to override the defaulted value as appropriate. If a country is not supported by the Equus Tax Engine, the field will default to **None**.

This tab captures and displays currency details and additional inputs required for Compensation Calculations (new), Custom Calculations and Business Rules. Compensation and Custom Calculation data used in the calculations is determined by the Effective Date of the Compensation Calculation.

Currency Conversion - Select Refresh Rates Automatically to use foreign exchange rates available in AssignmentProTM from an Exchange Rate Import, per the Effective Date of the Compensation Calculation according to the company’s Exchange Rate Settings configuration. Un-select the box to manually input foreign exchange rate.

Additional Inputs - This section displays additional inputs for compensation and custom calculations that are configured within the Compensation Calculation template.

Inputs for Equus Tax Engine hypothetical tax calculations are prompted for in two locations. The Base Salary and Bonus are prompted for on the Calculations Inputs tab in the Additional Inputs section, along with any Custom Calculation Inputs. Additional inputs to perform a hypothetical tax calculation (family size, filing status) are collected in the Hypo Calculator – Home - Country or Hypo Calculator – Home Work – Country sections of this tab.

Template's Home Calculate Social Tax value defaults for the Home Work Tax Estimator. If set to Automatic, Tax Engine will check for an agreement between the Work and Host location. If no agreement exists, Work location’s social security will not calculate. Host social tax calculates if the jurisdiction requires it.

Default values for these inputs are configured in the Tax Position Set associated to this template. The value is defaulted per the Tax Position Set, until the screen is Saved. Once saved, the input value will not update if the associated Tax Position Set setting is modified. The Tax Position Set may also dictate whether or not the input is visible as well as if it is editable. The visibility and editability of the item may change as the Tax Position Set is modified. Tax position values default from Tax Position Set’s Home Work Location settings.

This tab displays line items defined within the Compensation Calculation template.

Certain line item values are defaulted. Line items may default from Compensation/Custom Calculation or Default features configured on the Compensation Calculation Template.

Items configured as Exclude from Section and Subsection Total will display in italicized

Font. This indicates that they are excluded from the section and subsection totals. For more information on line items, see the Line Item section on Compensation Template.

On this tab, click on either the

or

button for the Equus Tax Engine hypothetical tax calculations to be calculated. Once done, the Compensation Calculation Detail Report can be run from the Review & Reports tab.

To navigate to the report after clicking on

, click on the Review & Reports tab; do not click on the

to navigate to the next tab. To navigate to the Review & Reports screen without clicking on the tab name, use the

.

Note: Equus Tax Engine hypothetical tax calculations will not calculate and produce results until the

or

button is clicked on the Line Items tab. The calculation counter decrements on each click of calculating taxes

This tab displays line items defined on the Compensation Calculation template configured for payment. Each line item will display the appropriate amount (home or host) in the payment location – Home or Host. If line items are configured as Exclude from Section and Subsection Total, they will not appear on the Review & Reports tab, as these items are not actually being paid.

Payment location may be updated on the Review & Reports tab. Simply click the arrow icon to reset the payment location. Doing so will cause the amount to be displayed in the new payment location column, in the appropriate currency.

Reports are available from this tab as well. Users can run the Compensation Calculation Detail Report to display hypo calculation details. For the Compensation Calculation Line Item parameter drop down list to be appear, the

or

button must be clicked on the Line Items tab. Note that a separate report must be run for each hypo tax calculation. Users can select from the following (if configured in the template):

Any reports created via the Compensation Batches, Report Batches will be available to view in the Documents section. If the report was delivered in the batch and the delivery included an email notification, that email will be available on this tab in the Notes/Communication section.

Users may also upload Documents and/or add Notes/Communications from this tab.