Using the RF Benefits Allocation calculator

This calculator allows you to allocate benefits based on the Paid Hours (FTEs) or Salaries at the RFCode level to RFGroups on a monthly basis.

The following codes need to exist in the RFCode dimension table:

  • D_Alloc_Benefits_FTE
  • D_Alloc_Benefits_Salary

To use the RF Benefits Allocation calculator:

  1. In the RF Admin task pane, in the Other Calculators section, click Calculators, and double-click RF Benefits Allocation.

  2. In the Refresh Variables dialog, from the Select a Filtering Method drop-down, select how to filter the allocation information, and click OK.

    NOTE: We recommend that you run this calculator by entity so that the benefits specific to that entity are allocated to the department within that entity.

  3. In the Select a filtering method field, click Choose Value.
  4. In the Choose Value dialog, select a value from the selected filtering method, and click OK.
  5. In the Refresh Variables dialog, click OK.
  6. Do the following:
    • Review the calculations.
    • In the blue cells, filter the data.
    • In the yellow cells, review the RFCode values for accuracy.

  7. Do one of the following:

    • If you are satisfied with your changes and you want to post the values to the database, from the Switch to Save to Database drop-down at the top of the sheet, select Save.

    • If you are not ready to post the values to the database, from the Switch to Save to Database drop-down, select DO NOT SAVE.

      NOTE: If you select this option and click Save, the Axiom Rolling Forecast saves the files, but does not post the values to the database.

  8. In the Main ribbon tab, click Save.