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Oracle® Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service 11.1.1.10

Human Resources – Payroll Subject Area

July 2015

July 2015 Oracle Transactional Business Intelligence Enterprise Page | 2

Contents Human Resources – Payroll Subject Area ..................................................................................................... 3

Description ................................................................................................................................................ 3

Key Business Questions............................................................................................................................. 3

Job Roles ................................................................................................................................................... 3

BI Duty Roles ............................................................................................................................................. 3

BI Product Offering ................................................................................................................................... 3

BI Product Release .................................................................................................................................... 3

Dimensions ................................................................................................................................................ 4

Facts .......................................................................................................................................................... 8


Human Resources – Payroll Subject Area

Description Payroll provides complete information on various earnings, deductions, taxes, and special balances for the employees from pay run results. The payroll balances store granular pay run result balances as well as configurable aggregated summary measures. This enables you to better analyze aggregated payroll, compensation, or benefits costs, for example, total overtime, total net pay, total employer-paid healthcare cost, and total employer taxes, as well as drill to detailed payroll element balances.

Key Business Questions • What are the total amounts for key payroll metrics such as gross pay, taxes, overtime, deductions,

and net pay? • How are payroll earnings distributed by balance category (regular, holiday, overtime, commissions,

bonus, and so on)? • What are the major employer and employee deductions? • How do earnings and deductions compare year-over-year for the same months? • How are payroll costs trending? How do they compare to last year? • Where do we have high overtime spend? What locations, jobs, or departments have the highest

overtime spending?

Job Roles • Human Resources VP • BI Content Administrator

BI Duty Roles • Payroll Analysis Duty

BI Product Offering Oracle® Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service

BI Product Release Release 10


Dimensions Dimension Folder Name

Sub-folder Name

Description Special Considerations

Fusion Navigation

Time Gregorian

Calendar A folder containing time dimensional attributes, for example, Year, Quarter, Month, Day and a Time hierarchy.

Enterprise Calendar

A folder containing enterprise calendar period. Enterprise Calendar is a configurable reporting calendar that can be mapped to either a fiscal calendar or a calendar generated in the warehouse. Enterprise Calendar enables cross functional reporting between HR, Finance or other analytical subject areas.

Hierarchies A folder that organizes the major hierarchies available for inclusion in analyses.

Supervisor Hierarchy

The hierarchy of supervisors within the organization. Use this hierarchy for management chain reporting and analysis. Top Level Supervisor Name is the top level of the supervisor hierarchy whereas Level 16 is the bottom level.

Supervisor hierarchy levels display only employees who have direct reports. Supervisor hierarchy does not display the name of non-manager direct reports. The node Direct Report includes the total number of direct reports regardless if the direct report has direct reports.

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment

Position Hierarchy

The hierarchy of positions within the organization. Top Level Position Name is the top level of the hierarchy whereas Level 16 is the bottom level.

Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Positions -> Manage Position Trees


Department Hierarchy

The hierarchy of departments within the organization. Use this hierarchy for organization structure reporting and analysis. Department Top Hierarchy Name is the top of the hierarchy whereas Department Hierarchy 1 Name is the bottom level

When using the hierarchy attribute columns (labeled Department Hierarchy Level #), you must filter the analysis by Hierarchy Name and Hierarchy Version to ensure accurate results.

Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Department -> Manage Department Trees

Bands Contains folders that segment key dimensions into bands for simplified analysis.

Age Band A folder containing information about a worker's age band.

Not applicable (derived information)

Performance Band

A folder containing the normalized performance band attributes including performance bands and band ranges.

Navigator -> Workforce Management -> Person Management -> Tasks -> Career -> Manager Talent Profile

Length of Service Band

A folder containing Length of Service Band dimension attributes including bands and band range.

Not applicable (derived information)

Worker Dimensions

A folder containing attributes about workers' personal information, assignment, diversity, citizenship, location, position, job, and pay grade.

Basic Information

A folder containing workers' basic information including identification number, names, and assignment types.

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Person; Manage Employment; Manage Work Relationship

Assignment Extensible Attributes

A folder containing assignment flexfields.


Personal Information

A folder containing workers' personal information such as marital status, birth date, and birth country.

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Person

Personal Extensible Attributes

A folder containing person flexfields.



Employment Information

A folder containing workers' employment information including hire, service dates, contract start/end dates, and performance rating.

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment; Manage Work Relationship

Diversity A folder containing worker's diversity information including ethnicity, gender, religion, and disability status.


Citizenship A folder containing workers' citizenship information.


Education A folder containing information on workers' highest education level.


Employment A folder containing information on workers’ employment attributes.

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment; Manage Work Relationship

Job A folder containing job dimension attributes including job, job family, job function, and EEO job category for US regulatory reporting.


Job Extensible Attributes

A folder containing job flexfields.


Pay Grade A folder containing pay grade attributes including pay grade range in both local and reporting currency.

Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Grades -> Manage Grades

Pay Grade Extensible Attributes

A folder containing pay grade flexfields.


Position A folder containing information about HR position attributes including position hiring status, full-time status, hourly or salary, and security clearance.



Position Extensible Attributes

A folder containing information about HR position attributes including position hiring status, full-time status, hourly or salary, and security clearance.


Department A folder containing attributes for the department to which the employee is assigned.


Cost Center A folder containing cost center attributes.


Supervisor A folder containing Supervisor attributes.


Supervisor Extensible Attributes

A folder containing Supervisor flexfields.


Location A folder containing work location address attributes.


HR Business Unit

A folder containing HR Business Unit dimension attributes.


Payroll Dimensions

A folder containing all payroll-related dimensional attributes including pay run, balance attributes, and earning period.

Balance mappings can normalize multiple balance names from the source payroll system into a single balance name in OTBI Enterprise.

Payroll Statutory Unit

A folder containing Payroll Statutory Unit attributes.

Navigator -> Payroll -> Administration

Payroll Details A folder containing information about a payroll such as payroll name, legislation data group, and source legislation.

Use the Payroll Name to view or filter analyses to a specific payroll definition.



Facts Fact Folder Name


Facts - Human Resources - Payroll

A folder containing all payroll metrics including payroll details and earning and deduction balances for YTD, QTD, and MTD.

Sub-folder Name


Payroll Balance Detail Facts

A folder containing base payroll balance details in both local and reporting currency.

Use this folder to report on payroll balance information at a detailed level, or by filtering the data. Where calculations will use specific payroll balances (e.g., Overtime Hours, Vacation Pay) use the facts contained in the Payroll Earning Balance Facts and Payroll Deduction Balance Facts folders to simplify report definition.

Payroll Balance Attributes

A folder containing payroll balance attributes including balance name, balance category, deduction type, and remuneration flag.

Navigator -> Payroll -> Administration -> Manage Balance Definitions

Payroll Balance Mapping

A folder containing payroll balance mapping information such as balance multiplier and summary measures.

Navigator -> Payroll -> Administration -> Manage Balance Definitions

Payroll Run Type

A folder containing information about a pay run.


Payroll Earning Period

A folder containing information about earning periods including payroll name, earning periods, and earning begin and end date.

Use the Earning Period Start and End dates to display or limit results to specific payroll runs.


Payroll Statutory Period

A folder containing information about payroll statutory period including payroll name, statutory periods, and statutory period begin and end dates.


Currency A folder containing Currency attributes including the transactional currency code and the BI common currency code used for currency conversion.


Metric/Measure Description/Meaning Calculation – where applicable Balance Level Payroll Balance Level relates to the 3-tier

employment model – whether the balance is for the assignment, employment terms, or payroll relationship.

Balance Amount Total amount required to pay workers during a week, month, or other period.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , BALANCE_VALUE * LOC_EXCHANGE_RATE, BALANCE_VALUE * GLOBAL1_EXCHANGE_RATE, BALANCE_VALUE * GLOBAL2_EXCHANGE_RATE, BALANCE_VALUE * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Balance Amount (Local Currency)

Amount of a Payroll Balance in Local Currency. BALANCE_VALUE * LOC_EXCHANGE_RATE

Sub-folder Name


Payroll Earning Balance Facts

A folder containing payroll earning balances from a payroll run including both local and reporting currency.

Metric/Measure Description/Meaning Calculation – where applicable Regular Pay Regular rate of pay paid to an employee during a

pay period. INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_BASE * LOC_EXCHANGE_RATE, PAY_BASE * GLOBAL1_EXCHANGE_RATE, PAY_BASE * GLOBAL2_EXCHANGE_RATE, PAY_BASE * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Regular Pay (Local Currency)

Regular rate of pay paid to an employee in Local Currency.

PAY_BASE * LOC_EXCHANGE_RATE

Regular Hours Number of hours paid to an employee for work identified as part of their normal work schedule.


Metric/Measure Description/Meaning Calculation – where applicable Overtime Pay Amount of overtime paid to each employee in a

pay period. INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_OVERTIME * LOC_EXCHANGE_RATE, PAY_OVERTIME * GLOBAL1_EXCHANGE_RATE, PAY_OVERTIME * GLOBAL2_EXCHANGE_RATE, PAY_OVERTIME * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Overtime Pay (Local Currency)

Amount of Overtime paid to an employee in Local Currency.

PAY_OVERTIME * LOC_EXCHANGE_RATE

Overtime Hours Number of hours that an employee works beyond scheduled normal working hours.

Holiday Pay Amount paid for public holiday and used vacation.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_HOLIDAY * LOC_EXCHANGE_RATE, PAY_HOLIDAY * GLOBAL1_EXCHANGE_RATE, PAY_HOLIDAY * GLOBAL2_EXCHANGE_RATE, PAY_HOLIDAY * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Holiday Pay (Local Currency)

Amount paid for public holiday and used vacation in Local Currency.

PAY_HOLIDAY * LOC_EXCHANGE_RATE

Holiday Hours Number of public holiday and vacation hours paid in a payroll period.

Commission Pay Sum of payroll balances mapped to the summary measure Commission Pay.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_COMMISSION * LOC_EXCHANGE_RATE, PAY_COMMISSION * GLOBAL1_EXCHANGE_RATE, PAY_COMMISSION * GLOBAL2_EXCHANGE_RATE, PAY_COMMISSION * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Commission Pay (Local Currency)

Total Commission Pay in Local Currency. PAY_COMMISSION * LOC_EXCHANGE_RATE


Metric/Measure Description/Meaning Calculation – where applicable Bonus Pay Sum of all payroll balances mapped to the

summary measure Bonus Pay. INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_BONUS * LOC_EXCHANGE_RATE, PAY_BONUS * GLOBAL1_EXCHANGE_RATE, PAY_BONUS * GLOBAL2_EXCHANGE_RATE, PAY_BONUS * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Bonus Pay (Local Currency)

Total Bonus Pay in Local Currency. PAY_BONUS * LOC_EXCHANGE_RATE

Other Pay Other income not covered by other balance measures. You can configure which balances are mapped to Other Pay.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_OTHER * LOC_EXCHANGE_RATE, PAY_OTHER * GLOBAL1_EXCHANGE_RATE, PAY_OTHER * GLOBAL2_EXCHANGE_RATE, PAY_OTHER * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Other Pay (Local Currency)

Other Pay in Local Currency. PAY_OTHER * LOC_EXCHANGE_RATE

Variable Pay Variable portion of an employee's compensation that is tied to his/her job performance, for example, bonus and sales commissions.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_VARIABLE * LOC_EXCHANGE_RATE, PAY_VARIABLE * GLOBAL1_EXCHANGE_RATE, PAY_VARIABLE * GLOBAL2_EXCHANGE_RATE, PAY_VARIABLE * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Variable Pay (Local Currency)

Variable portion of an employee's compensation in Local Currency.

PAY_VARIABLE * LOC_EXCHANGE_RATE


Metric/Measure Description/Meaning Calculation – where applicable Gross Pay Amount of an employee's regular remuneration

including allowances, overtime pay, commissions, and bonuses, and so on, before any deductions are made.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_GROSS * LOC_EXCHANGE_RATE, PAY_GROSS * GLOBAL1_EXCHANGE_RATE, PAY_GROSS * GLOBAL2_EXCHANGE_RATE, PAY_GROSS * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Gross Pay (Local Currency)

Gross Pay in Local Currency. PAY_GROSS * LOC_EXCHANGE_RATE

Net Pay Employee's pay after deductions and withholding.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PAY_NET * LOC_EXCHANGE_RATE, PAY_NET * GLOBAL1_EXCHANGE_RATE, PAY_NET * GLOBAL2_EXCHANGE_RATE, PAY_NET * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Net Pay (Local Currency)

Employee's pay after deductions and withholding in Local Currency.

PAY_NET * LOC_EXCHANGE_RATE

Taxable Benefits Employer-provided cash or non-cash benefits that enter into the determination of an employee's taxable wages.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , BEN_TAXABLE * LOC_EXCHANGE_RATE, BEN_TAXABLE * GLOBAL1_EXCHANGE_RATE, BEN_TAXABLE * GLOBAL2_EXCHANGE_RATE, BEN_TAXABLE * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Taxable Benefits (Local Currency)

Taxable Benefits in Local Currency. BEN_TAXABLE * LOC_EXCHANGE_RATE


Metric/Measure Description/Meaning Calculation – where applicable Total Earnings Employee Total Earnings. INDEXCOL( CASE

VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , TOTAL_EARNINGS * LOC_EXCHANGE_RATE, TOTAL_EARNINGS * GLOBAL1_EXCHANGE_RATE, TOTAL_EARNINGS * GLOBAL2_EXCHANGE_RATE, TOTAL_EARNINGS * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Total Earnings (Local Currency)

Employee Total Earnings in Local Currency. TOTAL_EARNINGS * LOC_EXCHANGE_RATE

Base Pay Base Pay includes all elements that are part of the employee's base compensation but not part of bonus or variable pay.

Regular Pay + Holiday Pay

Base Pay (Local Currency)

Base Pay in Local Currency. Regular Pay (Local Currency) + Holiday Pay(Local Currency)

Average Base Pay Base Pay includes all elements that are part of the employee's base compensation but not part of bonus or variable pay.

Base Pay / Internal - Total Payroll Headcount

Average Base Pay (Local Currency)

Base Pay in Local Currency. Base Pay (Local Currency) / Internal - Total Payroll Headcount

Average Variable Pay Average variable pay per worker included in the payroll run.

Total Variable Pay/ Payroll Headcount

Average Variable Pay (Local Currency)

Average variable pay per worker included in the payroll run in local currency.

Total Variable Pay/ Payroll Headcount (in Local Currency)

Average Bonus Pay Average bonus pay per worker included in the payroll run.

Total Bonus Pay/ Payroll Headcount

Average Bonus Pay (Local Currency)

Average bonus pay per worker included in the payroll run in local currency.

Total Bonus Pay/ Payroll Headcount (in Local Currency)

Average Gross Pay Average gross pay per worker included in the payroll run.

Total Gross Pay/ Payroll Headcount

Average Gross Pay (Local Currency)

Average gross pay per worker included in the payroll run in local currency.

Total Gross Pay/ Payroll Headcount (in Local Currency)

Overtime Percentage Percentage of total hours paid that is overtime. Overtime hours / total hours Vacation Hours Vacation Hours. Vacation Pay Vacation Pay. Sick Hours Sick Hours. Sick Pay Sick Pay.

Sub-folder Name


Payroll Deduction Balance Facts

A folder containing payroll deduction balances from a payroll run including both local and reporting currency.


Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions Deductions that an employee voluntarily

chooses to have withheld from his/her payroll. Voluntary deductions can be either before tax or after tax.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , DEDUCTIONS_VOL * LOC_EXCHANGE_RATE, DEDUCTIONS_VOL * GLOBAL1_EXCHANGE_RATE, DEDUCTIONS_VOL * GLOBAL2_EXCHANGE_RATE, DEDUCTIONS_VOL * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Voluntary Deductions (Local Currency)

Deductions that an employee voluntarily chooses to have withheld from his/her payroll in Local Currency. Voluntary deductions can be either before tax or after tax.

DEDUCTIONS_VOL * LOC_EXCHANGE_RATE

Involuntary Deductions

Involuntary deductions are those that neither the employer nor the employee has control. The employer is required by law to deduct a certain amount of the employee's pay and send (remit) it to a person or government agency to satisfy the employee's debt.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , DEDUCTIONS_INVOL * LOC_EXCHANGE_RATE, DEDUCTIONS_INVOL * GLOBAL1_EXCHANGE_RATE, DEDUCTIONS_INVOL * GLOBAL2_EXCHANGE_RATE, DEDUCTIONS_INVOL * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Involuntary Deductions (Local Currency)

Total Involuntary Deductions in Local Currency. DEDUCTIONS_INVOL * LOC_EXCHANGE_RATE

Pre-Tax Deductions Deductions to an employee's gross wages that reduce taxable wages for an employee.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , DEDUCTIONS_PRE_TAX * LOC_EXCHANGE_RATE, DEDUCTIONS_PRE_TAX * GLOBAL1_EXCHANGE_RATE, DEDUCTIONS_PRE_TAX * GLOBAL2_EXCHANGE_RATE, DEDUCTIONS_PRE_TAX * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Pre-Tax Deductions (Local Currency)

Deductions to an employee's gross wages in Local Currency that reduce taxable wages for an employee.

DEDUCTIONS_PRE_TAX * LOC_EXCHANGE_RATE


Metric/Measure Description/Meaning Calculation – where applicable Post-Tax Deductions Payments that are deducted from an employee's

after-tax income for certain employer-sponsored benefits.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , DEDUCTIONS_POST_TAX * LOC_EXCHANGE_RATE, DEDUCTIONS_POST_TAX * GLOBAL1_EXCHANGE_RATE, DEDUCTIONS_POST_TAX * GLOBAL2_EXCHANGE_RATE, DEDUCTIONS_POST_TAX * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Post-Tax Deductions (Local Currency)

Payments that are deducted from an employee's after-tax income for certain employer-sponsored benefits in Local Currency.

DEDUCTIONS_POST_TAX * LOC_EXCHANGE_RATE

Pension Employee Contributions

Employee Contributions to Social Security or Retirement Pension Funds.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PENSION_EMPLOYEE * LOC_EXCHANGE_RATE, PENSION_EMPLOYEE * GLOBAL1_EXCHANGE_RATE, PENSION_EMPLOYEE * GLOBAL2_EXCHANGE_RATE, PENSION_EMPLOYEE * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Pension Employee Contributions (Local Currency)

Employee Contributions to Social Security or Retirement Pension Funds in Local Currency.

PENSION_EMPLOYEE * LOC_EXCHANGE_RATE

Pension Employer Contributions

Employer Contributions to Social Security or Pension Funds.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , PENSION_EMPLOYER * LOC_EXCHANGE_RATE, PENSION_EMPLOYER * GLOBAL1_EXCHANGE_RATE, PENSION_EMPLOYER * GLOBAL2_EXCHANGE_RATE, PENSION_EMPLOYER * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Pension Employer Contributions (Local Currency)

Employer Contributions to Social Security or Pension Funds in Local Currency.

PENSION_EMPLOYER * LOC_EXCHANGE_RATE


Metric/Measure Description/Meaning Calculation – where applicable Healthcare Employer Contributions

Total employer cost relating to healthcare contributions. It is configurable which payroll balances are included in Healthcare Employer Contributions.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , HEALTHCARE_EMPLOYER * LOC_EXCHANGE_RATE, HEALTHCARE_EMPLOYER * GLOBAL1_EXCHANGE_RATE, HEALTHCARE_EMPLOYER * GLOBAL2_EXCHANGE_RATE, HEALTHCARE_EMPLOYER * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Healthcare Employer Contributions (Local Currency)

Total Employer Cost Relating to Healthcare Contributions in Local Currency.

HEALTHCARE_EMPLOYER * LOC_EXCHANGE_RATE

Benefits Total Employee Cost

Total cost of indirect and non-cash compensation paid to an employee.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , BEN_COST_EMPLOYEE * LOC_EXCHANGE_RATE, BEN_COST_EMPLOYEE * GLOBAL1_EXCHANGE_RATE, BEN_COST_EMPLOYEE * GLOBAL2_EXCHANGE_RATE, BEN_COST_EMPLOYEE * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Benefits Total Employee Cost (Local Currency)

Total cost of indirect and non-cash compensation paid to an employee in Local Currency.

BEN_COST_EMPLOYEE * LOC_EXCHANGE_RATE

Benefits Total Employer Cost

Total Employer cost of providing benefits. INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , BEN_COST_EMPLOYER * LOC_EXCHANGE_RATE, BEN_COST_EMPLOYER * GLOBAL1_EXCHANGE_RATE, BEN_COST_EMPLOYER * GLOBAL2_EXCHANGE_RATE, BEN_COST_EMPLOYER * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Benefits Total Employer Cost (Local Currency)

Total Employer cost of providing benefits in Local Currency.

BEN_COST_EMPLOYER * LOC_EXCHANGE_RATE


Metric/Measure Description/Meaning Calculation – where applicable Social Insurance Cost Employee

Social Insurance Taxes paid by employee; In US, this is Social Security Tax.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , SOC_INS_EMPLOYEE * LOC_EXCHANGE_RATE, SOC_INS_EMPLOYEE * GLOBAL1_EXCHANGE_RATE, SOC_INS_EMPLOYEE * GLOBAL2_EXCHANGE_RATE, SOC_INS_EMPLOYEE * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Social Insurance Cost Employee (Local Currency)

Social Insurance Taxes Paid by Employee in Local Currency; this is Social Security Tax.

SOC_INS_EMPLOYEE * LOC_EXCHANGE_RATE

Social Insurance Cost Employer

Social Insurance Taxes Paid by Employer; this is Social Security Tax.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , SOC_INS_EMPLOYER * LOC_EXCHANGE_RATE, SOC_INS_EMPLOYER * GLOBAL1_EXCHANGE_RATE, SOC_INS_EMPLOYER * GLOBAL2_EXCHANGE_RATE, SOC_INS_EMPLOYER * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Social Insurance Cost Employer (Local Currency)

Social Insurance Taxes Paid by Employer in Local Currency; this is Social Security Tax.

SOC_INS_EMPLOYER * LOC_EXCHANGE_RATE

Total Taxes Employee Total Taxes Paid by Employee. INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , TAX_EMPLOYEE * LOC_EXCHANGE_RATE, TAX_EMPLOYEE * GLOBAL1_EXCHANGE_RATE, TAX_EMPLOYEE * GLOBAL2_EXCHANGE_RATE, TAX_EMPLOYEE * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Total Taxes Employee (Local Currency)

Total Taxes Paid by Employee in Local Currency. TAX_EMPLOYEE * LOC_EXCHANGE_RATE


Metric/Measure Description/Meaning Calculation – where applicable Total Taxes Employer Total Taxes Paid by Employer. INDEXCOL( CASE

VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , TAX_EMPLOYER * LOC_EXCHANGE_RATE, TAX_EMPLOYER * GLOBAL1_EXCHANGE_RATE, TAX_EMPLOYER * GLOBAL2_EXCHANGE_RATE, TAX_EMPLOYER * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Total Taxes Employer (Local Currency)

Total Taxes Paid by Employer in Local Currency. TAX_EMPLOYER * LOC_EXCHANGE_RATE

Total Deductions Total amounts withheld from an employee's paycheck including taxes and pre- or after-tax deductions.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , TOTAL_DEDUCTIONS * LOC_EXCHANGE_RATE, TOTAL_DEDUCTIONS * GLOBAL1_EXCHANGE_RATE, TOTAL_DEDUCTIONS * GLOBAL2_EXCHANGE_RATE, TOTAL_DEDUCTIONS * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Total Deductions (Local Currency)

Total deductions in Local Currency. TOTAL_DEDUCTIONS * LOC_EXCHANGE_RATE

Sub-folder Name


Other Payroll Facts

A folder containing payroll metrics that are not related to earnings and deductions, for example, payroll headcount.

The metrics in this folder aggregates based on the attributes included in the analysis (example: time, payroll name).

Metric/Measure Description/Meaning Calculation – where applicable # of Employees Paid Number of employees paid. Count of Person ID in a payroll run # of Employees Paid YAGO

Number of employee paid Year Ago. AGO("# of Employees Paid", Core."Date"."Year", 1)

# of Employees Paid YTD

Number of employee paid Year To Date. TODATE("# of Employees Paid", Core."Date"."Year")

# of Employees Paid QTD

Number of employee paid Quarter To Date. TODATE("# of Employees Paid", Core."Date"."Quarter")

# of Employees Paid MTD

Number of employee paid Month To Date. TODATE("# of Employees Paid", Core."Date"."Month")


Sub-folder Name


Payroll Earning Balance YTD Facts

A folder containing payroll earning year-to-date balances.

Metric/Measure Description/Meaning Calculation – where applicable Base Pay YTD Base Pay Year to Date. TODATE(Base Pay, Core."Date"."Year") Regular Pay YTD Regular Pay Year to Date. TODATE("Regular Pay", Core."Date"."Year") Regular Hours YTD Regular Hours Year to Date. TODATE("Regular Hours", Core."Date"."Year") Overtime Pay YTD Overtime Pay Year to Date. TODATE("Overtime Pay", Core."Date"."Year") Overtime Hours YTD Overtime Hours Year to Date. TODATE("Overtime Hours", Core."Date"."Year") Holiday Pay YTD Holiday Pay Year to Date. TODATE("Holiday Pay", Core."Date"."Year") Holiday Hours YTD Holiday Hours Year to Date. TODATE("Holiday Hours", Core."Date"."Year") Commission Pay YTD Commission Pay Year to Date. TODATE("Commission Pay", Core."Date"."Year") Bonus Pay YTD Bonus Pay Year to Date. TODATE("Bonus Pay", Core."Date"."Year") Other Pay YTD Other Pay Year to Date. TODATE("Other Pay", Core."Date"."Year") Variable Pay YTD Variable Pay Year to Date. TODATE("Variable Pay", Core."Date"."Year") Gross Pay YTD Gross Pay Year to Date. TODATE("Gross Pay", Core."Date"."Year") Net Pay YTD Net Pay Year to Date. TODATE("Net Pay", Core."Date"."Year") Total Earnings YTD Total Earnings Year to Date. TODATE("Total Earnings", Core."Date"."Year") Vacation Hours YTD Vacation Hours Year to Date. TODATE("Vacation Hours", Core."Date"."Year") Vacation Pay YTD Vacation Pay Year to Date. TODATE("Vacation Pay", Core."Date"."Year") Sick Hours YTD Sick Hours Year to Date. TODATE("Sick Hours", Core."Date"."Year") Sick Pay YTD Sick Pay Year to Date. TODATE("Sick Pay", Core."Date"."Year") Vested Stock Value YTD

Vested Stock Value Year to Date. TODATE("Vested Stock Value", Core."Date"."Year")

Sub-folder Name


Payroll Earning Balance QTD Facts

A folder containing payroll earning quarter-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Base Pay QTD Base Pay Quarter to Date. TODATE(Base Pay, Core."Date"."Quarter") Regular Pay QTD Regular Pay Quarter to Date. TODATE("Regular Pay", Core."Date"."Quarter") Regular Hours QTD Regular Hours Quarter to Date. TODATE("Regular Hours", Core."Date"."Quarter") Overtime Pay QTD Overtime Pay Quarter to Date. TODATE("Overtime Pay", Core."Date"."Quarter") Overtime Hours QTD Overtime Hours Quarter to Date. TODATE("Overtime Hours", Core."Date"."Quarter") Holiday Pay QTD Holiday Pay Quarter to Date. TODATE("Holiday Pay", Core."Date"."Quarter") Holiday Hours QTD Holiday Hours Quarter to Date. TODATE("Holiday Hours", Core."Date"."Quarter") Commission Pay QTD Commission Pay Quarter to Date. TODATE("Commission Pay", Core."Date"."Quarter") Bonus Pay QTD Bonus Pay Quarter to Date. TODATE("Bonus Pay", Core."Date"."Quarter") Other Pay QTD Other Pay Quarter to Date. TODATE("Other Pay", Core."Date"."Quarter") Variable Pay QTD Variable Pay Quarter to Date. TODATE("Variable Pay", Core."Date"."Quarter") Gross Pay QTD Gross Pay Quarter to Date. TODATE("Gross Pay", Core."Date"."Quarter") Net Pay QTD Net Pay Quarter to Date. TODATE("Net Pay", Core."Date"."Quarter") Total Earnings QTD Total Earnings Quarter to Date. TODATE("Total Earnings", Core."Date"."Quarter") Vacation Hours QTD Vacation Hours Quarter to Date. TODATE("Vacation Hours", Core."Date"."Quarter") Vacation Pay QTD Vacation Pay Quarter to Date. TODATE("Vacation Pay", Core."Date"."Quarter") Sick Hours QTD Sick Hours Quarter to Date. TODATE("Sick Hours", Core."Date"."Quarter")


Metric/Measure Description/Meaning Calculation – where applicable Sick Pay QTD Sick Pay Quarter to Date. TODATE("Sick Pay", Core."Date"."Quarter") Vested Stock Value QTD

Vested Stock Value Quarter to Date. TODATE("Vested Stock Value", Core."Date"."Quarter")

Sub-folder Name


Payroll Earning Balance MTD Facts

A folder containing payroll earning month-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Base Pay MTD Base Pay Month to Date. TODATE(Base Pay, Core."Date"."Month") Regular Pay MTD Regular Pay Month to Date. TODATE("Regular Pay", Core."Date"."Month") Regular Hours MTD Regular Hours Month to Date. TODATE("Regular Hours", Core."Date"."Month") Overtime Pay MTD Overtime Pay Month to Date. TODATE("Overtime Pay", Core."Date"."Month") Overtime Hours MTD Overtime Hours Month to Date. TODATE("Overtime Hours",

Core."Date"."Month") Holiday Pay MTD Holiday Pay Month to Date. TODATE("Holiday Pay", Core."Date"."Month") Holiday Hours MTD Holiday Hours Month to Date. TODATE("Holiday Hours", Core."Date"."Month") Commission Pay MTD Commission Pay Month to Date. TODATE("Commission Pay",

Core."Date"."Month") Bonus Pay MTD Bonus Pay Month to Date. TODATE("Bonus Pay", Core."Date"."Month") Other Pay MTD Other Pay Month to Date. TODATE("Other Pay", Core."Date"."Month") Variable Pay MTD Variable Pay Month to Date. TODATE("Variable Pay", Core."Date"."Month") Gross Pay MTD Gross Pay Month to Date. TODATE("Gross Pay", Core."Date"."Month") Net Pay MTD Net Pay Month to Date. TODATE("Net Pay", Core."Date"."Month") Total Earnings MTD Total Earnings Month to Date. TODATE("Total Earnings", Core."Date"."Month") Vacation Hours MTD Vacation Hours Month to Date. TODATE("Vacation Hours", Core."Date"."Month") Vacation Pay MTD Vacation Pay Month to Date. TODATE("Vacation Pay", Core."Date"."Month") Sick Hours MTD Sick Hours Month to Date. TODATE("Sick Hours", Core."Date"."Month") Sick Pay MTD Sick Pay Month to Date. TODATE("Sick Pay", Core."Date"."Month") Vested Stock Value MTD

Vested Stock Value Month to Date. TODATE("Vested Stock Value", Core."Date"."Month")

Sub-folder Name


Payroll Earning Balance YAGO Facts

A folder containing payroll earning year-ago balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Base Pay YAGO Base Pay YAGO: Base Pay Year Ago. AGO("Base Pay", Core."Date"."Year", 1) Regular Pay YAGO Regular Pay Year Ago. AGO("Regular Pay", Core."Date"."Year", 1) Regular Hours YAGO Regular Hours Year Ago. AGO("Regular Hours", Core."Date"."Year", 1) Overtime Pay YAGO Overtime Pay Year Ago. AGO("Overtime Pay", Core."Date"."Year", 1) Overtime Hours YAGO Overtime Hours Year Ago. AGO("Overtime Hours", Core."Date"."Year",

1)


Metric/Measure Description/Meaning Calculation – where applicable Holiday Pay YAGO Holiday Pay Year Ago. AGO("Holiday Pay", Core."Date"."Year", 1)

Holiday Hours YAGO Holiday Hours Year Ago. AGO("Holiday Hours", Core."Date"."Year", 1) Commission Pay YAGO Commission Pay Year Ago. AGO("Commission Pay", Core."Date"."Year",

1) Bonus Pay YAGO Bonus Pay Year Ago. AGO("Bonus Pay", Core."Date"."Year", 1) Other Pay YAGO Other Pay Year Ago. AGO("Other Pay", Core."Date"."Year", 1) Variable Pay YAGO Variable Pay Year Ago. AGO("Variable Pay", Core."Date"."Year", 1) Gross Pay YAGO Gross Pay Year Ago. AGO("Gross Pay", Core."Date"."Year", 1)

Net Pay YAGO Net Pay Year Ago. AGO("Net Pay", Core."Date"."Year", 1) Total Earnings YAGO Total Earnings Year Ago.

AGO("Total Earnings", Core."Date"."Year", 1)

Vacation Hours YAGO Vacation Hours Year Ago. AGO("Vacation Hours", Core."Date"."Year", 1)

Vacation Pay YAGO Vacation Pay Year Ago. AGO("Vacation Pay", Core."Date"."Year", 1)

Sick Hours YAGO Sick Hours Year Ago. AGO("Sick Hours", Core."Date"."Year", 1)

Sick Pay YAGO Sick Pay Year Ago. AGO("Sick Pay", Core."Date"."Year", 1) Vested Stock Value YAGO

Vested Stock Value Year Ago. AGO("Vested Stock Value", Core."Date"."Year", 1)

Sub-folder Name


Payroll Deduction Balance YTD Facts

A folder containing payroll deduction year-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions YTD

Voluntary Deductions Year To Date. TODATE("Voluntary Deductions", Core."Date"."Year")

Involuntary Deductions YTD

Involuntary Deductions Year To Date. TODATE("Involuntary Deductions", Core."Date"."Year")

Pre-Tax Deductions YTD

Pre-Tax Deductions Year To Date. TODATE("Pre-Tax Deductions", Core."Date"."Year")

Post-Tax Deductions YTD

Post-Tax Deductions Year To Date. TODATE("Post-Tax Deductions", Core."Date"."Year")

Pension Employee Contributions YTD

Pension Employee Contributions Year To Date. TODATE("Pension Employee Contributions", Core."Date"."Year")

Pension Employer Contributions YTD

Pension Employer Contributions Year To Date. TODATE("Pension Employer Contributions", Core."Date"."Year")

Healthcare Employer Contributions YTD

Healthcare Employer Contributions Year To Date.

TODATE("Healthcare Employer Contributions", Core."Date"."Year")

Benefits Total Employee Cost YTD

Benefits Total Employee Cost Year To Date. TODATE("Benefits Total Employee Cost", Core."Date"."Year")

Benefits Total Employer Cost YTD

Benefits Total Employer Cost Year To Date. TODATE("Benefits Total Employer Cost", Core."Date"."Year")

Social Insurance Cost Employee YTD

Social Insurance Cost Employee Year To Date. TODATE("Social Insurance Cost Employee", Core."Date"."Year")


Metric/Measure Description/Meaning Calculation – where applicable Social Insurance Cost Employer YTD

Social Insurance Cost Employer Year To Date. TODATE("Social Insurance Cost Employer", Core."Date"."Year")

Total Taxes Employee YTD

Total Taxes Employee Year To Date. TODATE("Total Taxes Employee", Core."Date"."Year")

Total Taxes Employer YTD

Total Taxes Employer Year To Date. TODATE("Total Taxes Employer", Core."Date"."Year")

Total Deductions YTD Total Deductions Year To Date. TODATE("Total Deductions", Core."Date"."Year")

Sub-folder Name


Payroll Deduction Balance QTD Facts

A folder containing payroll deduction quarter-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions QTD

Voluntary Deductions Quarter to Date. TODATE("Voluntary Deductions", Core."Date"."Quarter")

Involuntary Deductions QTD

Involuntary Deductions Quarter to Date. TODATE("Involuntary Deductions", Core."Date"." Quarter ")

Pre-Tax Deductions QTD

Pre-Tax Deductions Quarter to Date. TODATE("Pre-Tax Deductions", Core."Date"." Quarter ")

Post-Tax Deductions QTD

Post-Tax Deductions Quarter to Date. TODATE("Post-Tax Deductions", Core."Date"." Quarter ")

Pension Employee Contributions QTD

Pension Employee Contributions Quarter to Date.

TODATE("Pension Employee Contributions", Core."Date"." Quarter ")

Pension Employer Contributions QTD

Pension Employer Contributions Quarter to Date.

TODATE("Pension Employer Contributions", Core."Date"." Quarter ")

Healthcare Employer Contributions QTD

Healthcare Employer Contributions Quarter to Date.

TODATE("Healthcare Employer Contributions", Core."Date"." Quarter ")

Benefits Total Employee Cost QTD

Benefits Total Employee Cost Quarter to Date. TODATE("Benefits Total Employee Cost", Core."Date"." Quarter ")

Benefits Total Employer Cost QTD

Benefits Total Employer Cost Quarter to Date. TODATE("Benefits Total Employer Cost", Core."Date"." Quarter ")

Social Insurance Cost Employee QTD

Social Insurance Cost Employee Quarter to Date. TODATE("Social Insurance Cost Employee", Core."Date"." Quarter ")

Social Insurance Cost Employer QTD

Social Insurance Cost Employer Quarter to Date. TODATE("Social Insurance Cost Employer", Core."Date"." Quarter ")

Total Taxes Employee QTD

Total Taxes Employee Quarter to Date. TODATE("Total Taxes Employee", Core."Date"." Quarter ")

Total Taxes Employer QTD

Total Taxes Employer Quarter to Date. TODATE("Total Taxes Employer", Core."Date"." Quarter ")

Total Deductions QTD Total Deductions Quarter to Date. TODATE("Total Deductions", Core."Date"." Quarter")


Sub-folder Name


Payroll Deduction Balance MTD Facts

A folder containing payroll deduction month-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions MTD

Voluntary Deductions Month To Date. TODATE("Voluntary Deductions", Core."Date”.”Month")

Involuntary Deductions MTD

Involuntary Deductions Month To Date. TODATE("Involuntary Deductions", Core."Date"." Month")

Pre-Tax Deductions MTD

Pre-Tax Deductions Month To Date. TODATE("Pre-Tax Deductions", Core."Date"." Month")

Post-Tax Deductions MTD

Post-Tax Deductions Month To Date. TODATE("Post-Tax Deductions", Core."Date"." Month")

Pension Employee Contributions MTD

Pension Employee Contributions Month To Date. TODATE("Pension Employee Contributions", Core."Date"." Month")

Pension Employer Contributions MTD

Pension Employer Contributions Month To Date. TODATE("Pension Employer Contributions", Core."Date"." Month")

Healthcare Employer Contributions MTD

Healthcare Employer Contributions Month To Date.

TODATE("Healthcare Employer Contributions", Core."Date"."Month")

Benefits Total Employee Cost MTD

Benefits Total Employee Cost Month To Date. TODATE("Benefits Total Employee Cost", Core."Date"." Month")

Benefits Total Employer Cost MTD

Benefits Total Employer Cost Month To Date. TODATE("Benefits Total Employer Cost", Core."Date"." Month")

Social Insurance Cost Employee MTD

Social Insurance Cost Employee Month To Date. TODATE("Social Insurance Cost Employee", Core."Date"." Month")

Social Insurance Cost Employer MTD

Social Insurance Cost Employer Month To Date. TODATE("Social Insurance Cost Employer", Core."Date"." Month")

Total Taxes Employee MTD

Total Taxes Employee Month To Date. TODATE("Total Taxes Employee", Core."Date"." Month")

Total Taxes Employer MTD

Total Taxes Employer Month To Date. TODATE("Total Taxes Employer", Core."Date"." Month")

Total Deductions MTD Total Deductions Month To Date. TODATE("Total Deductions", Core."Date"." Month")

Sub-folder Name


Payroll Deduction Balance YAGO Facts

A folder containing payroll deduction year ago balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions YAGO

Voluntary Deductions Year Ago. AGO("Voluntary Deductions", Core."Date"."Year", 1)

Involuntary Deductions YAGO

Involuntary Deductions Year Ago. AGO("Involuntary Deductions", Core."Date"."Year", 1)

Pre-Tax Deductions YAGO

Pre-Tax Deductions Year Ago. AGO("Pre-Tax Deductions", Core."Date"."Year", 1)


Metric/Measure Description/Meaning Calculation – where applicable Post-Tax Deductions YAGO

Post-Tax Deductions Year Ago. AGO("Post-Tax Deductions", Core."Date"."Year", 1)

Pension Employee Contributions YAGO

Pension Employee Contributions Year Ago. AGO("Pension Employee Contributions", Core."Date"."Year", 1)

Pension Employer Contributions YAGO

Pension Employer Contributions Year Ago. AGO("Pension Employer Contributions", Core."Date"."Year", 1)

Healthcare Employer Contributions YAGO

Healthcare Employer Contributions Year Ago. AGO("Healthcare Employer Contributions", Core."Date"."Year", 1)

Benefits Total Employee Cost YAGO

Benefits Total Employee Cost Year Ago. AGO("Benefits Total Employee Cost", Core."Date"."Year", 1)

Benefits Total Employer Cost YAGO

Benefits Total Employer Cost Year Ago. AGO("Benefits Total Employer Cost", Core."Date"."Year", 1)

Social Insurance Cost Employee YAGO

Social Insurance Cost Employee Year Ago. AGO("Social Insurance Cost Employee", Core."Date"."Year", 1)

Social Insurance Cost Employer YAGO

Social Insurance Cost Employer Year Ago. AGO("Social Insurance Cost Employer", Core."Date"."Year", 1)

Total Taxes Employee YAGO

Total Taxes Employee Year Ago. AGO("Total Taxes Employee", Core."Date"."Year", 1)

Total Taxes Employer YAGO

Total Taxes Employer Year Ago. AGO("Total Taxes Employer", Core."Date"."Year", 1)

Total Deductions YAGO

Total Deductions Year Ago. AGO("Total Deductions", Core."Date"."Year", 1)

Fact Folder Name


Facts - Human Resources - Accrual

Sub-folder Name


Accrual Balance Facts

A folder containing payroll accrual balance and liability metrics.

Metric/Measure Description/Meaning Calculation – where applicable Accrual Balance (Hours)

Total leave accrual balance in hours including Carryover, Accrued, Absences Taken, and Adjustment time. This includes the leave balance that has been accrued to a worker but not available for use. This metric is from Absence and Accrual Subject Area.

Accrual Balance (Days) Total leave accrual balance in days including Carryover, Accrued, Absences Taken, and Adjustment time. This includes the leave balance that has been accrued to a worker but not available for use. This metric is from Absence and Accrual Subject Area.


Metric/Measure Description/Meaning Calculation – where applicable Accrual Liability Amount

Monetary amount for the leave accrual balance due to an employee.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Local Currency' THEN 0 WHEN 'Global Currency 1' THEN 1 WHEN 'Global Currency 2' THEN 2 WHEN 'Global Currency 3' THEN 3 ELSE 4 END , ACCRUAL_LIABILITY_AMT * LOC_EXCHANGE_RATE, ACCRUAL_LIABILITY_AMT * GLOBAL1_EXCHANGE_RATE, ACCRUAL_LIABILITY_AMT * GLOBAL2_EXCHANGE_RATE, ACCRUAL_LIABILITY_AMT * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Accrual Liability Amount (Local Currency)

Monetary amount in local currency for the leave accrual balance due to an employee.

ACCRUAL_LIABILITY_AMT * LOC_EXCHANGE_RATE

Fact Folder Name


Facts - Human Resources - Compensation

Sub-folder Name


Workforce Salary Facts

A folder containing salary metrics including annualized base salary, full-time equivalent annual salary, and aggregated salary data (average, min, and max).

Metric/Measure Description/Meaning Calculation – where applicable Compa-ratio Employee compa-ratio based on pay grade mid-

range amount and worker annual base salary. Pay Grade Mid Yearly Amount / Total Annual Base Salary Year * 100

Pay Grade Mid Yearly Amount

Pay grade mid-range amount (annualized).

Average Annual Base Salary

Average base salary of employee at time of inquiry. The Average Annual Base Salary metric provides information used in Employee Reward Planning initiatives by the Human Resource department. Use this metrics when looking at average compensation across employees.

Total Annual Base Salary/ Employee Headcount


Metric/Measure Description/Meaning Calculation – where applicable Total Annual Base Salary

Total of all base salaries for all employees in specific time period. Use this metric when looking at total compensation.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Document Currency' THEN 0 WHEN 'Local Currency' THEN 1 WHEN 'Project Currency' THEN 2 WHEN 'Global Currency 1' THEN 3 WHEN 'Global Currency 2' THEN 4 WHEN 'Global Currency 3' THEN 5 ELSE 6 END , CAST ( NULL AS DOUBLE PRECISION ), SALARY_ANNL, CAST ( NULL AS DOUBLE PRECISION ), SALARY_ANNL * GLOBAL1_EXCHANGE_RATE, SALARY_ANNL * GLOBAL2_EXCHANGE_RATE, SALARY_ANNL * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Employee Hourly Rate Hourly rate for an employee. This metric provides a snapshot of an employee's pay rate that is used in employee information listings. Also, you can analyze hourly rates by jobs, job families, positions, and pay grades to analyze your pay rate structure.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Document Currency' THEN 0 WHEN 'Local Currency' THEN 1 WHEN 'Project Currency' THEN 2 WHEN 'Global Currency 1' THEN 3 WHEN 'Global Currency 2' THEN 4 WHEN 'Global Currency 3' THEN 5 ELSE 6 END , CAST ( NULL AS DOUBLE PRECISION ), SALARY_HOUR, CAST ( NULL AS DOUBLE PRECISION ), SALARY_HOUR * GLOBAL1_EXCHANGE_RATE, SALARY_HOUR * GLOBAL2_EXCHANGE_RATE, SALARY_HOUR * GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Time Since Last Salary Increase (Days)

Time since last salary increase (does not reflect decreases), in days, relative to the selected time period end date.

CASE WHEN VALUEOF(NQ_SESSION."HR_WRKFC_MAX_EFFECTIVE_DT") < Dim_W_YEAR_D.CAL_YEAR_END_DT THEN TIMESTAMPDIFF( SQL_TSI_DAY , Fact_W_WRKFC_EVT_MONTH_F_Snapshot.LAST_SAL_INCR_DT, VALUEOF(NQ_SESSION."HR_WRKFC_MAX_EFFECTIVE_DT")) ELSE TIMESTAMPDIFF( SQL_TSI_DAY , Fact_W_WRKFC_EVT_MONTH_F_Snapshot.LAST_SAL_INCR_DT, Dim_W_YEAR_D.CAL_YEAR_END_DT) END


Metric/Measure Description/Meaning Calculation – where applicable Max Annual Base Salary Range

Maximum annual base salary for employees. This is a snapshot value of the maximum annual base salary, as of a particular date. This metric can be compared against the midpoint and minimum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Document Currency' THEN 0 WHEN 'Local Currency' THEN 1 WHEN 'Project Currency' THEN 2 WHEN 'Global Currency 1' THEN 3 WHEN 'Global Currency 2' THEN 4 WHEN 'Global Currency 3' THEN 5 ELSE 6 END , CAST ( NULL AS DOUBLE PRECISION ), Fact_W_WRKFC_EVT_MONTH_F_Snapshot.SALARY_ANNL, CAST ( NULL AS DOUBLE PRECISION ), Fact_W_WRKFC_EVT_MONTH_F_Snapshot.SALARY_ANNL * Fact_W_WRKFC_EVT_MONTH_F_Snapshot.GLOBAL1_EXCHANGE_RATE, Fact_W_WRKFC_EVT_MONTH_F_Snapshot.SALARY_ANNL * Fact_W_WRKFC_EVT_MONTH_F_Snapshot.GLOBAL2_EXCHANGE_RATE, Fact_W_WRKFC_EVT_MONTH_F_Snapshot.SALARY_ANNL * Fact_W_WRKFC_EVT_MONTH_F_Snapshot.GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Min Annual Base Salary Range

Minimum annual base salary for employees. This is a snapshot value of the minimum annual base salary, as of a particular date. This metric can be compared against the midpoint and maximum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings.

INDEXCOL( CASE VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'Document Currency' THEN 0 WHEN 'Local Currency' THEN 1 WHEN 'Project Currency' THEN 2 WHEN 'Global Currency 1' THEN 3 WHEN 'Global Currency 2' THEN 4 WHEN 'Global Currency 3' THEN 5 ELSE 6 END , CAST ( NULL AS DOUBLE PRECISION ), Fact_W_WRKFC_EVT_MONTH_F_Snapshot.SALARY_ANNL, CAST ( NULL AS DOUBLE PRECISION ), Fact_W_WRKFC_EVT_MONTH_F_Snapshot.SALARY_ANNL * Fact_W_WRKFC_EVT_MONTH_F_Snapshot.GLOBAL1_EXCHANGE_RATE, Fact_W_WRKFC_EVT_MONTH_F_Snapshot.SALARY_ANNL * Fact_W_WRKFC_EVT_MONTH_F_Snapshot.GLOBAL2_EXCHANGE_RATE, Fact_W_WRKFC_EVT_MONTH_F_Snapshot.SALARY_ANNL * Fact_W_WRKFC_EVT_MONTH_F_Snapshot.GLOBAL3_EXCHANGE_RATE, CAST ( NULL AS DOUBLE PRECISION ))

Mid Annual Base Salary Range

Midpoint annual base salary for employees. This is a snapshot value of the midpoint annual base salary, as of a particular date. This metric can be compared against the maximum and minimum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings.

(Min Annual Base Salary Range + Max Annual Base Salary Range) / 2


Metric/Measure Description/Meaning Calculation – where applicable Full-time Annualized Salary

Employee’s annualized full-time salary. Total Annual Base Salary / FTE (Employee)

Full-time Annualized Salary (Non-Aggregated)

Employee’s annualized full-time salary. Use this metric when analyzing individual employee compensation.

Total Annual Base Salary / FTE (Employee)

Fact Folder Name


Facts - Human Resources - Workforce Deployment

A master folder containing core workforce metrics including headcount, turnover and assignment change events, managerial span of control, and length of services.

Sub-folder Name


Workforce Deployment Facts

A folder containing employee and contingent worker headcount metrics.

Metric/Measure Description/Meaning Calculation – where applicable Headcount Headcount of all workforce including

contractors, and part-time and full-time employees (inactive employees are also included). Use this metric with employment category, job, or position dimension to see number of employees in a certain dimension. You can filter for contractors, part-time or full-time through the Employment Category Description Field. The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

Active Headcount Headcount of full time and part time active workforce (includes contractors and temporary employees). This excludes employees on leave. The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

Headcount where Active_Inactive_Code =’A’

Employee Headcount Headcount of active employees (excludes contingent and temporary employees), employees are modeled in the employment dimension. The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

Headcount where Active_Inactive_Code =’A’ and Worker Type = ‘Employee’

Employee Headcount Ratio

Ratio of employee headcount to all active workforce headcount. The employee ratio indicates the number of salaried employees to the total workforce in the company.

Employee Headcount / Active Headcount


Metric/Measure Description/Meaning Calculation – where applicable Contingent Worker Headcount

Headcount of active contingent workers, contingent workers are modeled in the employment dimension. The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

Headcount where Active_Inactive_code =’A’ and Worker Type =’Contingent’

Contingent Worker Headcount Ratio

Ratio of active contingent workers to active workforce.

Contingent worker headcount / active headcount

Full-Time Employee Headcount

Number of active full time employees (excludes part time employees and contractors, and so on). The Aggregation rule is last value when used with the Time dimension. Aggregation rule is sum when used with any other dimension.

Headcount where Active_Inactive_Code=’A’ and Full_Time_Flag =’Y’ and Worker Type = ‘Employee’

Full-Time Employee Headcount Ratio

Ratio of full-time employee active headcount to all employee active headcount. The number of full-time employees in relation to the total number of employees is a useful metric when staffing short-term and long-term projects.

Full-Time Employee Headcount/Employee Headcount

Part-Time Employee Headcount

Number of active part time employees (excludes part time employees and contractors, and so on). The Aggregation rule is last value when used with the Time dimension. Aggregation rule is sum when used with any other dimension.

Headcount where Active_Inactive_Code=’A’ and Full_Time_Flag =’N’ and Worker Type = ‘Employee’

Part-Time Employee Headcount Ratio

Ratio of part-time employee active headcount to all employee active headcount. The number of full-time employees in relation to the total number of employees is a useful metric when staffing short-term and long-term projects.

Full-Time Employee Headcount/Employee Headcount

Manager Headcount Number of active employees that are flagged as managers in the employment organization code (excludes contractors and temporary employees.) The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

Headcount where Active_Inactive_Code=’A’ and Manager Role Indicator =1

Manager Headcount Ratio

Ratio of active headcount who are managers. Manager Headcount/Active Headcount

Supervisor Headcount Number of active full-time employees that are flagged as supervisors (excludes contractors and temporary employees). The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

Headcount where Active_Inactive_Code=’A’ and Supervisor Indicator =1

Supervisor Employee Headcount Ratio

Ratio of supervisors to all employees. This counts the number of employees with direct reports divided by all reports. It is also known as manager span of control and approximates the average number of direct reports that each supervisor manages.

Supervisor Headcount / Employee Headcount

Standard Weekly Hours

Number of hours contracted to work in a week. Standard Monthly Hours * 12 / 52

Standard Monthly Hours

Number of hours contracted to work in a month.


Metric/Measure Description/Meaning Calculation – where applicable FTE Full-time equivalent of active employees

(includes contractors and temporary employees). This excludes employees on leave. The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

FTE where Active_Inactive_Code =’A’

FTE (Contingent) Full-time equivalent of active contingent workers; contingent workers are modeled in the employment dimension. The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

Headcount where Active_Inactive_Code =’A’ and Worker Type = ‘Contingent’

FTE (Employee) Full-time equivalent of active employees; employees are modeled in the employment dimension. The Aggregation rule is last value when used with the Time dimension. With all other dimensions, aggregation rule is sum.

FTE where Active_Inactive_Code =’A’ and Worker Type = ‘Employee’

Sub-folder Name


Workforce Performance Facts

This folder displays workforce performance rating facts that can be used to analyze organization and employee level performance over time.

Metric/Measure Description/Meaning Calculation – where applicable Employee Performance Rating

Normalized (percentage) performance rating; the aggregation level is Employee dimension.

Employee Performance Rating YAGO

Normalized (percentage) performance YAGO rating; the aggregation level is Employee dimension.

AGO(Employee Performance Rating, Core."Date"."Year", 1)

Performance Rating Normalized (percentage) performance rating for the employee; the default aggregation level is Performance Band dimension.

Mean Performance Rating

Average performance rating of all employees. Performance rating is typically given at the end of period as part of a performance review process.

Total Performance Rating / Employee Headcount

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