The General Info tab collects and displays the basic information needed to proceed with a compensation calculation.

The majority are defaulted from data already captured in other areas of the Equus Platform as follows:

Description

The default description is the compensation calculation template name followed by compensation calculation creation date. This can be overwritten if required.

Template

The selected compensation calculation template is defaulted to this input. Selection of the template can be from:

The Template lookup on the Compensation Calculation screen
Assignment Authorization Wizard
Assignment Package

Select from the available options to override.

Effective Date

The default effective date is the compensation calculation creation date. Overwrite the Effective date to align with the expected move date.

Effective Date is used to pull the relevant compensation elements into the compensation calculation, e.g. effective date of 1 September will pull Base Salary effective on or after 1 September.

Home Family Size

Home Family Size is defaulted from the following (in order):

Compensation Screen: Home Family Size value
Authorization Wizard: number of Children/Dependents entered plus Employee Marital Status
Family Information: The number of records entered on the Children & Dependents screen plus the Marital Status entered on the Employee screen.

and is used within Business Rules, Custom Calculations and by the Tax Engine for tax calculations.

It is also used to default the Filing Status and Dependents inputs (if applicable) on the Home Tax Estimator section of the Tax Calc Inputs tab.

Example 1

Home Family Size = 1

Marital Status = Single

>> Default Filing Status = Single

>> Default Dependents = 0

Example 2

Home Family Size = 2

Marital Status = Married

>> Default Filing Status = Married

>> Default Dependents = 0

Dependent Defaulting

For Single Marital Status, number of dependents is calculated as Home Family Size minus 1.

For Married Marital Status, number of dependents is calculated as Home Family Size minus 2.

Note: the tax engine does not count the spouse as a dependent.

Host Family Size

Host Family Size is defaulted from the following (in order):

Compensation Screen: Host Family Size value
Authorization Wizard: Family Size on Assignment value
Family Information: The number of records entered on the Children & Dependents screen (excluding those with status of Not On Assignment) plus the Marital Status entered on the Employee screen.
Authorization Wizard: number of Children/Dependents entered (excluding those with status of Not On Assignment) plus Employee Marital Status

Data-entry Currency

This field defines the input currency for the cost estimate. Select from two available currencies:

Company
Home

The Initial Base Salary currency defaults the Data-entry currency.

Select from available options to override defaulted currency. This will clear the Initial Base Salary defaulted value, and update the associated currency displayed beside the Initial Base Salary field.

Initial Base Salary

Initial Base Salary is defaulted from the amount entered in the Annual Base Pay field on the Compensation screen, provided that the Annual Base Pay currency is either Company or Home currency.

Marital Status

This field defaults from:

Employee Screen: Marital Status value
Spouse/Domestic Partner Screen: if completed
Authorization Wizard: Employee Marital Status value
Authorization Wizard: if Spouse/Domestic Partner information is input

The Marital Status field defaults the Filing Status inputs on the Tax Calc Inputs tab, with the following exceptions:

Marital Status does not default Home Filing Status when Home Tax Filing Status inputs are populated.

Home Tax Estimators

These inputs default from the following fields on the on the Mobility Details Screen or Authorization Wizard

Assignment From Country
Assignment From State/Province

Select from the lookup list to override defaulting.

Note: If Assignment From State/Province fields are left blank for USA, Canada or Switzerland, subauthority taxes will not calculate and tax costs may be understated.

Report Title

The Report Title defaults from the Report Title field on the compensation calculation Template, and is displayed on the Assignment Compensation Calculation Report. If Report Title field is blank on the Template, the title defaults to "Assignment Compensation Report".

Input a title to override the default.