How to add, edit, and delete Range Tables

Who can benefit from this guide?

This guide is for payroll managers who are responsible for setting range-based tables to automatically calculate salary deductions or pay allowances based on range parameters, such as salary bands or number hours worked. It covers how to add, edit, and delete Range Tables.

If you need access to Range Tables, please speak to your system administrator or raise an iHelp through Infusion.

What you’ll find in this guide

1. How to add Range Tables

   1. Incomplete Range Tables

2. How to edit Range Tables

3. How to delete Range Tables

How to add Range Tables

1. Go to Pay > Pay Core & Range Tables > Range Tables.

2. Select Add table (or Add a range table if this is your first table) to open the RANGE TABLE panel.

3. Enter the TABLE NAME.

4. (OPTIONAL) Enter the DESCRIPTION.

5. Enter the TABLE CODE.

   • This code needs to be unique to identify the table.

6. Select range type.

   • The selected range type sets what the table is calculated against, and if it’s a $ range, a numerical range (like hours), or a level (even though this is technically not a range).

   • The options are:

     • Full-Time Equivalent Salary

     • Actual Annual Salary

     • Hourly Rate

     • Pay Level

     • Standard Earnings per Pay Cycle

     • Gross Earning per Pay Cycle

     • Hours Worked per Pay Cycle

     • Days Worked per Pay Cycle

7. Select rate type.

   • The selected rate type sets what the deduction or allowance is based on.

   • The options are:

     • % Pay Cycle Taxable Income

     • $ Amount

8. Select Next to save the panel and unlock the next step, Add range table data.

   

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   If you close the panel at this point, the information you entered before you selected Next will be saved and filed in the Incomplete view. To enter the remaining range table information, select the card to reopen the range table panel.

9. Select Add range table data to open the ENTER RANGE TABLE DATA panel.

10. Enter the START DATE that the range table will be effective from.

11. (OPTIONAL) Enter the END DATE if you know when they range table will no longer be used.

12. Enter the range (or level).

    • This is a repeatable set of fields which are set via the table range type and table rate type fields from the previous panel.

    • Depending on the range and rate types you’ve chosen, there will be three different paths:

      • If you’ve chosen the Amount rate type, you’ll be asked to:

        1. Enter the start amount for this range.

        2. Enter the end amount for this range.

        3. Enter the $ amount for range.

      • If you’ve chosen % percentage rate type, you’ll be asked to:

        1. Enter the start amount for this range.

        2. Enter the end amount for this range.

        3. Enter percentage for range.

      • If you’ve chosen Pay Level range type, you’ll be asked to:

        1. Add a pay level.

           1. Choose a pay level from the options.

        2. Enter amount for range.

    • Once a range or pay level is filled out, the heading of the range field area will change from it’s default (Enter the range) to displaying the range or level.

    • Select Add a range (or Add a level) to add more ranges (or levels).

13. Select the Green Tick Button to save and close the ENTER RANGE TABLE DATA panel.

14. Select the X Icon to close the RANGE TABLE panel.

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The range table will display in the relevant view (current, forecast, or historical) based on its effective date. To see the record, you might need to adjust the view and date filters.

Incomplete Range Tables

If you save a range table before entering range table data, it will display with the warning indicator, empty data fields, and it’ll be located in the incomplete view type that only shows when there are incomplete tables. If you edit the range table by entering and saving the data, it’ll move into the appropriate current, forecast, or historical view.

How to edit Range Tables

1. Go to Pay > Pay Core & Range Tables > Range Tables.

2. Select the table you need to edit. This will open the RANGE TABLE panel.

3. There are only three actions that can be done when editing a range table:

   1. Edit the TABLE NAME or DESCRIPTION.

   2. Select the current range table data and edit the end date or range values.

      • Changing the effective date will result in the same outcome as the ‘Update the range table data’ action.

   3. Update the range table data:

      • This requires adding a new start date and any other range changes needed. Follow How to add range tables from the ‘Enter the range (or level)’ step for detailed instructions.

      • Saving this will end date any current range table data and it will assign this update and the original range table data to the relevant section (current, forecast, or historical) depending on their dates.

4. Select the Green Tick Button to save and close the RANGE TABLE panel.

   • The range table will display in the body of the screen if it matches the current view and filters set on the left hand side.

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If a range table needs a whole new setup of range table type or table rate type, a new table will need to be created and the one it is replacing will need to be manually end-dated.

How to delete Range Tables

To delete a range table, you must delete the range table data record first.

1. Go to Pay > Pay Core & Range Tables > Range Tables.

2. Select the table you need to delete. This will open the RANGE TABLE panel.

3. Select the Delete Button on the range table data record.

4. Select Go ahead when the confirmation message appears, or select Go back if you’ve changed your mind.

5. Select the Delete Button on the RANGE TABLE panel.

6. Select Go ahead when the confirmation message appears, or select Go back if you’ve changed your mind.

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You can only delete a range table if it's not already in use. Alternatively, you can end-date a range table.