Payroll Lookup Tables
Requires. Payroll with View and Payable+ enabled to open lookup tables. Creating, editing, or deleting lookup tables requires the matching Payroll Create, Modify, or Delete grant.
Lookup tables are reusable Payable+ 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. |
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.
Related
- Payroll Levels — attach lookup tables to payable rows.
- Payroll Examples — lookup-table examples and payout patterns.
- Payable+ — the add-on that enables lookup-table amounts.
- Payroll Admin Overview — how lookup tables fit into payroll setup.