Payroll Lookup Tables

Requires. Operations Plus and Payroll with View to open lookup tables. Creating, editing, or deleting lookup tables requires the matching Payroll Create, Modify, or Delete grant.

Lookup tables are reusable Operations Plus rate tables. Use them when the payout amount depends on one or more variables, such as credit score, source, monitoring plan, account type, state, or MMR amount.

Open Administration -> Payroll -> Lookup Tables to see the active lookup tables. Select a table name to edit it, or choose New Lookup Table to create one.

Lookup table fields

Field	Required?	Type	Validation	Notes
Name	Yes	Text	Up to 191 characters; must be unique	Use a name that explains the rate sheet, such as "Credit Score Bonus".
Active	No	Checkbox	On or off	Inactive tables remain in history but should not be used by new rows.
Description	No	Text	Up to 500 characters	Explain when this table should be used.

Save the table before adding dimensions and rows.

Dimensions

Dimensions define the inputs SecurityTrax uses to choose a row. A one-dimensional table might look up only credit score. A two-dimensional table might use source plus credit score.

Field	Required?	Type	Validation	Notes
Variable	Yes	Select	Must be one of the payroll variable registry values	The customer or payroll value used for matching.
Match Type	Yes	Select	Exact match (text), Exact match (numeric), or Minimum of range (numeric)	Exact matches compare values directly. Minimum-of-range rows use "greater than or equal to" thresholds.
Column Label	No	Text	Optional	Defaults to the selected variable label when left blank.

Payroll Schedule variables

When at least one Payroll Schedule is active, the Variable picker includes a Schedule group alongside the standard customer and tech variables. Each entry in that group represents one schedule — for example, Schedule: Monthly Installs — and resolves to the count that schedule produces for the payee at payout time.

Use a single-dimension table with Minimum of range (numeric) match type to build a count-to-payout tier: set each row's threshold to the minimum count needed to reach that tier, and set the amount to the corresponding payout. For example:

Monthly installs (threshold)	Amount
0	$0.00
5	$50.00
10	$100.00
15	$150.00

A payroll level row using the Scheduled count lookup amount source selects a schedule and a table like this directly — the schedule and table do not need to be wired together here. See Payroll Levels and Payroll Schedules for setup details.

Rows

Rows hold the match values and payout amount. Each row has one cell per dimension plus an amount.

For Minimum of range (numeric) dimensions, enter the threshold value. SecurityTrax treats the cell as "greater than or equal to" that number. Leave a cell blank when it should match any value.

Rows can be moved with the up and down arrow controls. Keep the most specific rows above broad fallback rows so the table is easy to read and maintain.

Using a lookup table

After the table is saved, open the payroll level row that should use it. Set Amount Source to From lookup table, select the table, and save the row.

Use Payroll Examples to compare common lookup patterns, including one-dimensional tiers, two-dimensional grids, and wildcard fallback rows.