How to calculate union dues based on base rate plus total fringes.
Since Payroll calculates fringes after the deductions, you must create a formula to mimic the calculation of the fringe amount for the deduction.
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The formula examples below ar for the Plumbers Union Local 0001, which has the following requirements:
- Union dues are based on 2.25% of the Total Package.
- The Total Package is a combination of the Base Rate and the total of all specified fringes. In the example below: Pension, Health, Industry Fund, and Scholarship Fund are the approved Fringes.
- Each Fringe included in the total package, in the example below, uses Hours Paid, ( Hrs Paid) as the calculation method. IF you Fringes use a calculation method other than Hours Paid, you must modify the formulas in the example.
- Review the setup for each Union item table, (Setup, Union, Locals, Class) to ensure that each Pay, Deduction, and Fringe is setup on the same line for every class.
Example: if the Pension fringe is on line 2 for Journeyman, the Pension fringe must be on line 2 for every other class in that Union local. (See the table below for the Fringes used in the example)
- Note the line number for each Fringe in the Union item table.
- Create a formula to include only the hours paid with a regular or overtime calculation method:
IF(Pay Type[PR Time]="Reg", Units[PR Time], IF (Pay Type [PR Time]="OT", Units [PR Time] * LOOKUP (Factor[ PR Pay], Pay ID [PR Time]))).
Formula Name: Hours Paid
- Create a formula for the base rate:
IF(Pay Type [PR Time] = "Reg", Rate [PR Time], IF (Pay Type [PR Time] = "OT", Rate [PR Time] / LOOKUP (Factor [PR Pay], Pay ID [PR Time] )))
Formula Name: Base Rate.
- Create a formula to calculate the rate of the Total Package:
Base Rate [Public Formula] +LOOKUP (Amount [PR Union Item], Union ID [PR Time], Union Local [PR Time], Union Class [PR Time], 1) + LOOKUP (Amount [PR Union Item], Union ID [PR Time], Union Local [PR Time], Union Class [PR Time], 2) + LOOKUP (Amount [PR Union Item], Union ID [PR Time], Union Local [PR Time], Union Class [PR Time], 3) + LOOKUP (Amount [ PR Union Item], Union ID [PR Time], Union Local [PR Time], Union Class [PR Time], 4)
Formula Name: PLMRS TotPkg Rate
- Create a formula to calculate the dues based on your setup:
Hours Paid [Public Formula] * PLMRS TotPkg Rate [Public Formula] * 0.0225
Formula Name: PLMRS 001 DUES
Notes:
- Replace the line number at the end of each LOOKUP string in the PLMRS TotPkg Rate formula with the corresponding line number for each of your fringes as noted in step 2.
- Replace the percentage at the end of the PLMRS 001 DUES formula shown below with the DUES rate.
- Additional LOOKUPS may be added to accommodate your specified fringes.
- The formula looks to the Union Item Table for the fringe rates.
Union /
Type |
Union /
Fringe ID |
Calc Method |
Amount |
Formula |
Frequency |
| JRNY |
Journeyman |
|
|
|
|
| Fringe |
PENSION |
Hrs Paid |
5.6000 |
|
Check |
| Fringe |
HEALTH |
Hrs Paid |
6.9100 |
|
Check |
| Fringe |
INDUS FUND |
Hrs Paid |
.22000 |
|
Check |
| Fringe |
SCHLR |
Hrs Paid |
.05000 |
|
Check |
| Deduction |
VAC |
Default |
1.5000 |
|
Check |
| Deduction |
DUES0001 |
Formula |
|
PLMBRS 0001 DUES |
Check |
DocLink:
How do I create a formula in Sage 300 Construction and Real Estate?
- Solution ID
- 224924250053914
- Last Modified Date
- Mon May 02 23:33:04 UTC 2022
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