Using the RF Benefits Calculator

If your organization posts benefits to one central department within each entity, run the RF Benefits Calculator to post statistics for the benefits department.

To use the RF Benefits Calculator:

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

  2. In the Refresh Variables dialog, do the following:

    NOTE: Typically this is run by RFPlanGroup or entity for one type of method—Rate per FTE or Percent of Salaries.

    Option Description
    Select Filtering Method From the drop-down, select how to filter the data.
    Select filter method type
    1. Click Choose Value.
    2. In the Choose Value dialog, select a value based on the type of filtering method you selected in the Select Filtering Method drop-down.
    3. Click OK.
    Select which RFGroup the benefits are housed within the selected filter
    1. Click Choose Value.
    2. In the Choose Value dialog, select a value based on the type of filtering method you selected in the Select Filtering Method drop-down.
    3. Click OK.
    Select RFCode for Benefits
    1. Click Choose Value.
    2. In the Choose Value dialog, select an RFCode.
    3. Click OK.
    User previous forecast method Select the check box to use the previous forecast methods.
  3. Do one of the following:

    • If you are satisfied with your changes and you want to post the values to the database, from the Administrator 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 Administrator 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.

  4. In the Main ribbon tab, click Save.

  5. Refresh the calculator, and select the other forecast method, such as Percent of Salaries to run it again for other benefits.