Entries can be created automatically in the Compensation Data Repository (CDR) when certain actions are taken in the Equus Platform.
Wherever a fixed money value has been captured, e.g. during an exception, when a Core/Flex submission is made or when an employee makes an election etc., this can be passed to the CDR to create a line item. Once in the CDR, it can be used in downstream processes such as reporting, cost estimates, payroll files and widgets.
In order to automatically create a line item or items in the CDR the following are needed:
A user report to extract the amount from the location where it was created
Rules in the Equus Platform to tell the system when an automatic CDR entry should be created and what user report the value should be taken from
These rules are built in the Quick Workflow feature (QWF) at the system level configuration. As with any QWF, they trigger when there is a change to a field or a date in the Equus Platform and when certain criteria are met.
Here is an example of a QWF rule which might apply for an automatic single CDR entry. Click on the Automation tab and select <Create CDR Entry> from the Process drop down list.
A user report must be created in order to take the value of whatever item has been generated (in this scenario it is an exception), and link this to the QWF in the following steps:
Equus Platform sees that an exception has been approved, and it has a home amount value of 1 or greater. This triggers the QWF.
Equus Platform runs the user report attached to the QWF attached to retrieves the home amount which was captured in the approved exception. Note that only the first row of returned data is used; other rows are discarded when <Create CDR Entry> is selected as the Process.
Equus Platform creates a new CDR entry with home amount from the user report and awards it the line item name specified in the field Line Item Name.
The user report attached to the QWF has certain required captions:
AMOUNT
CURRENCY
EFFECTIVE_DATE
END_DATE
This user report is then selected in the automation section of the QWF, along with the name of the CDR line item which is to be created.
When <Create CDR Entries> process is selected from the drop town list, this functions similarly to the “Create CDR Entry” automation, except it can create multiple CDR entries for the same assignment on a single event. The Line Item Name Code is required in the CDR User Report for the data field LINE_ITEM_NAME_CODE.
All returned data is used to support the creation of multiple line items in the CDR and not just the first row.
Things to Note
The Create CDR Entries automation supports blank Effective Dates and/or End Dates to accommodate CDR Entries where one or both of these fields do not apply, i.e. entries will be created for rows returned by the User Report even if the EFFECTIVE_DATE column and/or END_DATE column is blank for that row, or if the report does not contain an EFFECTIVE_DATE and/or END_DATE column. This only applies to the <Create CDR Entries> process; no changes are made to to the <Create CDR Entry> process. This is to support Equus Platform to the Equus Platform integration of Compensation services.
If a CDR amount has no effective date the item is not reflected on Compensation Worksheets.