Use this page to input benefit rate assumptions.

Option One

Use benefit rate templates 

  1. Select Export Benefit Rate Assumption Template to download the template.
  2. Add benefit assumptions to the template.
  3. Select Import Benefit Rate Assumption Template to import the data into Anaplan

Option Two

Input benefit rates directly on the page 

Salary and Tax Threshold for Payroll Tax

  1. Select a year in the grid.
  2. Use the top dropdowns to set the:
    • Entity 
    • Forecast scenario 
  3. Input salary threshold directly in the fiscal year columns.

Benefit Rates 

  1. Use the top dropdowns to set the:
    • Entity 
    • Forecast scenario 
  2. Input salary and bonus benefits directly in the month columns.
    The values you enter must be percentages as they function as line item multipliers.

Review Total Amounts with Effects of Rate Inputs 

  1. Use the top dropdowns to set the:
    • Entity 
    • Forecast scenario 
  2. Use the grid dropdowns to set the:
    • Currency 
    • Department 
  3. Review your results.

Also see Page options.