Summary

To build a calculated field for bonus eligibility based on location and tenure, you would combine several calculated field types.

First, create a calculated field to determine tenure in years using the Date Difference function, subtracting the worker's hire date from today's date.

Next, establish tenure bands (e.g., "1-3 years", "3-5 years") using an Evaluate Expression Band function or a series of Condition calculated fields based on the calculated tenure. Define the text for each band using Text Constant calculated fields.

Then, create a Condition calculated field for location, specifying the desired bonus-eligible location.

Finally, create a master Condition calculated field for bonus eligibility. This field will combine the tenure band and location conditions using logical operators (e.g., AND), returning true if both criteria are met.

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To build a calculated field for bonus eligibility based on location and tenure, you would combine several calculated field types:

1. Create a Calculated Field for Tenure (Years)

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   • Use the Date Difference function.
   • Subtract the worker's Hire Date (or relevant start date) from "Today's Date". This will give you the tenure in a numerical format (e.g., years).

2. Create Calculated Fields for Tenure Bands

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   • Use the Evaluate Expression Band function or a series of Condition calculated fields based on the tenure calculated in step 1.
   • Define bands such as:
     • If tenure is ≥1 and <3 years, return "1-3 years".
     • If tenure is ≥3 and <5 years, return "3-5 years".
     • If tenure is ≥5 and ≤10 years, return "5-10 years".
   • Use Text Constant calculated fields to define the text for each band (e.g., "1-3 years").
   • Set a default value for cases outside the defined bands (e.g., "<1 year" or "Not Applicable").

3. Create a Condition Calculated Field for Location

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   • Use a Condition calculated field.
   • Set the condition as "Location equals a specific value" (e.g., your desired bonus-eligible location). Location is a delivered report field on the worker object
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4. Create a Final Condition Calculated Field for Bonus Eligibility

   • Use a Condition calculated field.
   • Combine the conditions from step 2 (tenure band) and step 3 (location) using logical operators (e.g., AND).
   • For example, the condition could be: (Tenure Band CF = "3-5 years") AND (Location CF = [Specific Bonus Location]).
   • This final calculated field will return true if both the location and tenure criteria are met, indicating bonus eligibility.