Employee Benefits Manage Data Requirements
Employee Benefits Data Overview
Employee benefits include all benefits by the employee. Benefits can have a pay basis of flat or percentage – flat means the dollar amount is a fixed dollar amount for the year whereas percentage is a value between 0 and 100 and is multiplied by employee pays to determine the amount. For example, a benefit of 5 for an amount with a pay_basis of percentage would multiply employee pays by 5% to determine the benefit amount.
Employee Benefits Data Element
Element | Description | Example |
|---|---|---|
Employee Code | Unique identifier for an employee, typically the employee number. Should be a displayed value. | 1 |
Benefit Type | A description of the type of benefit. May be “Health Care – Family” or “FICA”. | Health Care Family Plan |
Segment Code | The object or other dimension that this benefit is always charged to. Sometimes this is called account or subaccount, but it should always be a single account segment type/dimension. | 201 |
Pay Basis | Flat or Percentage (lowercased). Flat is a dollar amount, percentage means the employer benefit cost is a percentage of salary | flat |
Amount | The flat amount of employer cost for a benefit or the percentage of salary for the employer cost of a benefit. Flat amounts are annualized. | 12000 |
Start Date | The first day this employee made this salary rate. | 2023-02-14 |
End Date | The last day this employee made this salary rate. |
Employee Benefits Data Validations
employee_code, benefit_type, segment_code, pay_basis, amount, and start_date are not null.
employee code, benefit_type and start_date are unique.
start_date less than end_date OR end_date is NULL.
employee_code matches an existing employee.