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

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

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

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

Select from the available options to override.

The default effective date is the cost estimate 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 cost estimate, e.g. effective date of 1 September will pull Base Salary effective on or after 1 September.

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

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.

Home Family Size = 1

Marital Status = Single

>> Default Filing Status = Single

>> Default Dependents = 0

Home Family Size = 2

Marital Status = Married

>> Default Filing Status = Married

>> Default Dependents = 0

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.

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

The default logic for Host Filing Status and number of dependents is the same as for Home (see Home Family Size section above), except when Host Family Size = 1, in which case Filing Status on the Tax Calc Inputs tab defaults to Single (even if the employee's Marital Status = Married).

This field defines the input currency for the cost estimate. Select from up to three available currencies:

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 is defaulted from the amount entered in the Annual Base Pay field on the Compensation screen, provided that the Annual Base Pay currency is one of Company, Home or Host currency.

This field defaults from:

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

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

Select from the lookup list to override defaulting.

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

The Report Title defaults from the Report Title field on the Cost Estimate Template, and is displayed on the Cost Estimate (Years 1 – 6) Report. If Report Title field is blank on the Cost Estimate Template, the title defaults to INTERNATIONAL ASSIGNMENT COST ESTIMATE.

Input a title to override the default.

The Type lookup can be used to categorize Cost Estimates into groups so that they can be summarized through user reports. The standard selection is <Other>.

This field can be hidden and disabled. New selections can be added via Lookup Maintenance.

Clicking Save & Next>> to progress to the next tab of the Cost Estimate Wizard. Once saved, only the following fields can be edited on the General Info tab: