Employment contracts

Employee associated with the work contract.

This field is automatically populated with the number of employment contracts when the employee's identity is entered.

• Multicontract employees: they can have several contract chronos as the same time. In that case, totals are managed by contract (different totals for each contract).
  
• Employees subject to a single contract: the initial contract and the additional clauses are archived in a single contract chrono. Totals can be canceled by selecting the 'Reset to zero totals' box.
  It is also possible to create another contract chrono following the previous one, for example in the case of a new arrival after a final exit. Previous totals no longer need to be retrieved.

Specify the date on which the contract mentioned hereafter becomes effective.
The date is the hiring date when the 'Hiring date initialization' field is selected in the Reasons for arrival of an employee function;
Otherwise, it is the date on which a contractual modification which justifies the generation of an additional clause is taken into account.

Starting time of the employee's contract.

Indicate the site the employee is assigned to.

In multi-legislated folders (where the LEG activity code is active), the Legislation fields are displayed.

• If a legislation has been set in the LEGFIL (Legislation selection filter) parameter (SUP chapter, INT group), it is used as the default but can be changed if needed.
• If LEGFIL has no legislation set, there will not be a default, so the Legislation field will have to be entered appropriately.

If a legislation is entered in the record header, other fields entered must follow any rules applicable to the legislation.

If a legislation is not entered in the record header, it might be deduced from another element (such as the company, site, or employee) and again, other fields entered must follow any rules applicable to the legislation.

If a multi-legislation group of companies is selected, other fields entered must follow any rules applicable to the legislation of at least one company in the group.

Example

If you select a group of British (BRI) and French (FRA) legislation companies, you cannot enter a value in a field that is only applicable to the South African (ZAF) legislation.

In single legislation folders (where the LEG activity code is not active), the Legislation fields are not displayed.

Date from which the additional clause to the work contract is taken into consideration.

This check box is selected by default after an amendment with back-pay has been created It specifies that the corresponding effective date is taken into account in the case of a contractual change (amendment) with a retroactive effect (back-pay).

Specify the reason why you have created a new 'Contract' record corresponding to a new activity period. This field is mandatory because it is essential for the French DADS-U generation.
Selecting a reason declared as being automatically taken into account in the employees' departures automatically manages the closing of the previous activity period.
 This entry field is also used to specify the reason for a contractual change justifying the generation of an amendment.

Enter the code of the employee’s contract nature.
This field is used for the DADS-U and DSN (French declarations) and for Portuguese legal requirement.

 Natures of contract are defined in the miscellaneous table no. 354 - Nature of contract.

This option box is used to include a contract record to the career management or conversely to exclude it.

If this box is selected, and the Management of Skills and Careers module is available, the contract elements can be viewed in the Career function of the employee.
When creating a record, the box is selected by default. The box can be cleared at any time.
If the box is selected during an update after a creation, a new career event is displayed in the 'Career' tab of the Career function.

If a contract record is deleted or if the box is cleared after creation, the corresponding event no longer appears in the 'Career' function.

Collective agreement the employee is part of.

This optional field is used to specify the code of the employee's position to be selected from the list. When it is entered, it automatically populates the Position function and the 'standard job' field if it is linked to the employee's position. The user can either accept or refuse the update of the fields.

This optional field specifies the standard job code, selected from the list. This field is populated by default if the standard job is linked to the employee’s position. The user can either accept or refuse the update of the fields.

This field indicates the payroll profile of the employee. This profile, defined in the payroll plan, specifies by default the heading to be calculated for each payslip of the employee.
Calculation exceptions can be defined in the 'Exceptions' menu of the payroll plan.

Description of the position filled by the employee. This description of the position is displayed on the salary slip and on some official documents. It can correspond to the title of the position, to the title of the reference job, or be completely different.

Specify the department the employee is linked to.

Use this field to select the replacement reason code for a fixed-term employment contract or a temporary employment contract.
 For example, the REM replacement reason code is used for fixed-term employment contracts for replacement periods of less than a month.

It is used to manage people (students for example) replacing employees on annual leave for replacement periods of less than a month.
 The REM replacement code is not taken into account within the framework of the Cerfa 2483 form and the labor movement declaration.

This reason is mandatory for the N4DS (S40.G10.05.019) concerning the following contract natures (S40.G10.05.012.001):
02 - Fixed term contract
27 - Fixed term contract with a set objective
28 - Fixed term contract for senior employees

Concerning the implementation of the interprofessional national agreement dated 11 January 2013, the amount of the unemployment insurance contributions is based on the reason and duration of the fixed-term contracts. The various categories of impacted fixed-term contracts must be identified based on the reasons for appeal.

When the contract is a fixed term contract with a set objective, this field is automatically populated with the FTC with set objective value. You cannot modify this value.

Indicate the duration of the current contract in days, weeks, months or years.

Indicate the duration of the current contract in days, weeks, months or years.

If the contract nature is not a training period agreement, the title of this field is Replaces. Enter the ID number of the replaced employee. The surname and first name of the replacement are then automatically displayed next to the Replaces field.

If the contract nature is a training period agreement, the title of this field is Tutor. Enter or select the tutor’s ID number. The surname and first name of the tutor are then automatically displayed next to the Tutor field.

Specify the start date of the trial period.
If the period is renewed, select 'Trial renewed' and specify the end date of the trial period renewal.

Contract number mentioned on the work contract document.

Register number. Update using the Register numbering function.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Indicate the name of the temp agency the employee ID number depends on.

Indicate the position type of the employee.

Specify if the employee works abroad. If the 'Expatriate worker' standard job is chosen, select 'Yes' in the scroll-down menu.

Specify the rate corresponding to the part-time work of the employee.
This field is used for DADS-U declarations.

This field is only available for the French localization.

It is only available if:

- The employment type is different from a full time

- The part-time rate is different from 0

- The working condition is different from a full time

The values are the following:

- Not applicable

Default value if the reason for the employee's arrival is different from 'PTP' (employee moving to a full time with contribution)

- For the retirement basic scheme

- For the retirement basic and complementary scheme

Default value if the reason for the employee's arrival is equal to 'PTP' (employee moving to a full time with contribution)

Number of weekly hours of the work contract.

Number of monthly hours of the work contract.

This field is only activated for a management based on an annualized number of hours. It is populated using the Company annualized no. of hour general parameter

Enter the pay extraction period for the contract. You can select a pay extraction period with the same legislation as the company the contract is linked to.

Pay extraction periods (or frequencies) are managed in the Extraction period function. An employee can move during the tax year from one extraction period to another, but this requires a new chrono contract to be created.

 The first day of the week set on the extraction period must be the same as the first day of the week set on the reference plan in theReference plannings

Specify the reference planning the employee is dependent on.

 The first day of the week set on thereference planningmust be the same as the first day of the week set on theextraction period

Select this box if the employee qualifies for working time smoothing.

Indicate whether the position of the employee is a student job.

Specify the professional abilities or the qualification level of the employee           button.

The Creation date and Period end date fields are specific to South Africa and Ghana legislations.

These dates are automatically filled by the system. They are used to know in which pay month the contract was created and terminated in order to determine the employee status for reports, that is to say if the employee is New, Active or Terminated as well as Future terminated, Current termination or Old termination (statuses used in the reports). For example, if the status is New, it means the employee and the contract have never been included in previous reports. If the status is Active, it means the employee and the contract have already been included in reports and continue to be included in reports. If the status is Terminated, it means this is the last time the employee and the contract will be included in reports.

When a new contract is created, the creation date defaults from:

• The creation date of the previous chrono-contract in the case a of new chrono-contract with the same chrono-contract number
• The end date of the pay month in the case of new chrono-contract with a new chrono-contract number

In case of patch installation, the creation date defaults from the seniority date (filled in the Seniority date field in the same block).

The Creation date and Period enddate fields are specific to South Africa and Ghana legislations.

These dates are automatically filled by the system. They are used to know in which pay month the contract was created and terminated in order to determine the employee status for reports, that is to say if the employee is New, Active or Terminated as well as Future terminated, Current termination or Old termination (statuses used in the reports). For example, if the status is New, it means the employee and the contract have never been included in previous reports. If the status is Active, it means the employee and the contract have already been included in reports and continue to be included in reports. If the status is Terminated, it means this is the last time the employee and the contract will be included in reports.

The period end date is used to see in which period the employee's contract was terminated, irrespective of the employee's contract end date. It defaults from the end date of the pay month, and only if the contract Final exit check box is selected.

In case of patch installation, if the contract Final exit check box is selected, the period end date defaults from the contract end date (filled in the End tab, in the End date field).

In the event of an employee leaving the company, specify the departure date. Otherwise, leave this field empty.
The chronological order of the arrival/departure dates is checked upon completion of the entry.
 If the contract is modified or a clause added, use this field to specify the end date of these contractual situations.

In the event of an employee leaving the company, specify:

• the reason for the departure (end of a fixed-term contract, transfer, retirement, resignation, etc.),
• the departure notification date,
• the employee's last working day.

If this check box is selected, the totals set up to 'RTZ of totals in case of employee departure', will be reset to zero when the first pay is calculated after the employee’s departure.

When selected, this check box is used, in the case of an employee's long-term leave (parental leave, for example), to close events upon payslip calculation or time transfer.

In this case, the period end date of the events to be taken into account is recalculated: if the departure date is later than the extraction end date of the next period, the period end date is equal to the final departure date.

In the event of an employee leaving the company, specify:

• the reason for the departure (end of a fixed-term contract, transfer, retirement, resignation, etc.),
• the departure notification date,
• the employee's last working day.

The 'Dismissed on' date is the date of notification signature of the dismissal. This date can therefore be identical to the date of notification of the exit, or, in the case of a dismissal for economic reasons, it can be equal to either the date of the preliminary interview as referred to in article L. 1233-11 of the French labor code, or to the submission date of the notification letter to the first meeting of the personnel representative bodies as set out in articles L. 1233-28 to L. 1233-30 of the French labor code.

In the event of an employee leaving the company, specify:

• the reason for the departure (end of a fixed-term contract, transfer, retirement, resignation, etc.),
• the departure notification date,
• the employee's last working day.

This is the date of signature of the contract termination agreement.

This check box is only available for the French localization.

This check box is available only if the Final exit check box is selected. It is used to inform, as early as contract level, that the employee has signed a transaction. This information is used within the framework of the contract end DSN extraction (the Current transaction check box will be automatically selected during the extraction process in the Contract data function.

The Compl. retirement contribution agreement check box only applies to the French legislation. It is available only if the Final exit check box is selected.

For the DSN, the regulations of the French AGIRC and ARRCO complementary health schemes provide for the transfer of information concerning employees whose work contracts are terminated but who keep contributing to these complementary health schemes.

Select this check box if a complementary retirement contribution agreement has been signed with the employee. This information is used to extract data on "Affiliated former employees".

You must enter the start and end dates of the agreement.

The Period from andPeriod to fields only apply to the French legislation.

If the Compl. retirement contribution agreement check box is selected, you can enter the start and end dates of the agreement (the start date must be later than the final end date of the contract.

These dates are used for the French DSN to extract data for the "Affiliated former employees".

This indicator, which cannot be entered, is automatically activated when creating the asset when it is a legacy asset (entry or import legacy asset).
A legacy asset is an asset whose accounting allocation (matching) date is prior to the current fiscal year start date when the asset is created or having a depreciation expense total at the start of the FY forced on creation or having a depreciation total at period start entered on creation.

Departure before advance notice

Select this check box if the advance notice has not been complied with (termination of the trial period, for example).

Indicate to which socio-professional group the employee belongs to, with respect to the social balance sheet.
This field is used for DADS-U declarations.

Field exclusively linked to the French legislation.

Specify the category status the employee belongs to (senior executives, other executives, etc.) according to the collective agreement of the company. This field is used for DADS-U declarations.

Specify the category status the employee belongs to within the framework of the AGIRC-ARRCO complementary welfare scheme. This field is used for DADS-U declarations.

Specify the professional status of the employee. This field is used for DADS-U declarations.

The AT code identifies the type of work-related accident the employee encountered.
This field is used for DADS-U declarations.

This field specifies the payment procedure for professional expenses:

• F for fixed allowance,
• R for reimbursement against vouchers
• P for direct payment by the employer,
• D for reimbursement of expenses that have already been paid for by the employee and do not have the characteristics of professional expenses usually paid for by the company.

These 4 letters can be combined, for instance: RD:

When an employee is granted a specific fixed deduction for business expenses, the deduction rate and the "Fixed" and "Actual" option must be specified. 
In the payroll preparation, if a specific fixed deduction for business expenses is entered, a capped deduction of contribution bases is applied.
if the option is set to "Fixed", the FRAIS_PROF heading is activated. This heading is added to the gross amount and completes the DADS-U 'Amount of business expenses' US41010044 total amount. The amount of the capped deduction is substracted from the gross tax basis (BRUT_FISC heading) and the new amount completes the DAD-U 'Gross tax basis' - S40.G40.00.035.001 total amount.

This category must be present only if the fixed deduction coefficient is different from zero.

It is used in the N4DS in the S40.G28.05.029.005 structure.

This field identifies the type of the benefits in kind.

• F for food
• L for Accommodation ((L for French Logement)
• C for car
• O for others.

These 4 letters can be combined, for instance FA.
This field is used for French DADS-U declarations.

Assessment of the benefits from the tools linked to the Information and Communication Technologies (ICT).

Specify if the employee is paid with tips. This field is used for DADS-U declarations.

Field exclusively linked to the French legislation.

Use this field to specify:

• whether the employee's contract is part of the DSN scheme, but subject to a special status (in that case, specify the status),
• or the employee's contract is not part of the DSN scheme (in that case, the value is set to Total DSN exclusion).

Not impacted

If the employee record is activated at payroll management level, in other words, the Payroll management box is selected in the Employees function, the value is Not impacted (default value automatically populated): the contract is impacted the full DSN scheme.

Total DSN exclusion

If the employee record is not activated at payroll management level, in other words, the Payroll management box is cleared in the Employees function, the value is Total DSN exclusion (default value automatically populated): the contract is excluded from any DSN scheme.

Other values

Employees with a special status (staff members belonging to one of the three public services, fishermen, etc.) are impacted by the DSN scheme, but with a special treatment.

Specify the employee's social security scheme(s): if all the risks (sickness, maternity, WA, pension) are covered by the membership to a single basic scheme, then enter only the basic scheme. If not, enter all the schemes one by one. These fields are used for French DADS-U declarations.

Specify the employee's social security scheme(s): if all the risks (sickness, maternity, WA, pension) are covered by the membership to a single basic scheme, then enter only the basic scheme. If not, enter all the schemes one by one. These fields are used for French DADS-U declarations.

Extension code for the Alsace/Moselle region: add this heading if the employee qualifies for the Alsace/Moselle regional scheme in addition to the mandatory Social Security basic scheme.

This field is dedicated to the Portuguese legislation.
This field is only available when the PCOM - Social security communication activity code is active.

For a new contract, you have to enter manually the contract modality.
For existing contracts, use the UTI009131 process to populate this field automatically with the contract modality.

The contract modality depends on the values of the Type and Job type fields on the employee contract as listed below:

The contract modality is part of the data that is communicated to the Portuguese Social Security (through the Communication function available from the Actions panel).

Indicate whether the employee has worked or is working for several employers simultaneously and specify the period of time during which this employee has been in this multi-employer situation.

Employee's or public servant's administrative situation code that identifies if private law or public law applies to the employee's contract.

Status of the employees working for the benefit of a foreign company

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Object number assigned by the CNCS (French national center for movies and entertainment) and transferred to the MEC (Monthly Employer Certificate) of the casual workers that are hired to carry out this object (show, production, movie, etc.).

Indicate whether the employee has several work contracts at the same time.

This box is used to specify the main site in the case where an employee has several contracts in the same company and for different sites.
The main site is used to define, for instance, in which site the employee will vote for works council elections.

Enter or select the complementary health insurance scheme code.

Complementary health insurance scheme codes are stored in the miscellaneous table no. 329 - Complementary welfare scheme. A code corresponds to a number/beneficiary type pair (for example, 1 adult + 1 child).
Beneficiaries are entered in the fields of the Beneficiaries block (number of children, adults or other persons).

The complementary health insurance scheme code is used in the payslip:

• If the code ‘1’ is entered (‘No’ value), no complementary health insurance contribution heading is calculated in the payslip.
• If a code different from ‘1’ is entered, the corresponding complementary health insurance contribution heading is calculated and available in the payslip.
  
  

Enter the employee’s beneficiary number to the health insurance organization.

Specify the reduction rate applied to the employee for business expenses. This field is also used for the DADS-U declarations.

Enter the code that specifies the membership type to a supplementary pension institution and a welfare institution that may differ from the employee's collective agreement assignment. This field is used for French DADS-U.

Specify:

• the unit in which the working time is expressed,

• Day type of time unit (calendar/worked),

• the working time (total paid working time during the period. Exclude paid leave and other absences regardless of their nature (unpaid leave, sickness, WA leave, etc.). Express this total time using an integer, with a maximum of 6 digits. For instance: 1600 hours = 160000; 755 hours and 30 minutes = 75550).

Specify the BTP (French construction industry) profession code of the employee.

 The list of BTP profession codes is available on the following web site:www.cnsbtp.fr.

 This field is also used for French DADS-U declarations.

Specify the classification-qualification code of the employee.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Field exclusively linked to the French legislation.

Enter the code of the employee's payslip, if it is different from the code defined in the parameter value management, BUL chapter, NOMRPTBUL parameter, for the employee's site or company.

Select this box if a new payslip needs to be generated for this specific contract record. For example, if the role of an employee is changed in the middle of the month, two payslips can be generated : A payslip for the start of the month (or the period of activity) on the last date corresponding to the initial role (defined by the end date);and a payslip from their transfer date to their new role (defined by the transfer reason and the effective date)until the end of the month.

Clear this box if the payment details for this contract record must be consolidated on the same payslip as the previous contract record. For example, if the employee's contract is modified in the middle of the month with the start reason code for an hourly capacity change, two payslips will not be needed.

This check box has no impact on the actual pay of the employee. At the end of the payment period, the employee will receive a single consolidated payment for this record and all previous contracts.

The default value is defined by the value of the 'Payslip break' box in the Reasons for arrival of an employee function.

This check box has a default value for the start reason code that is displayed at the start of each new period of activity. This variable cannot be modified.

This check box displays a value specific to the payroll for the selected contract records that cannot be modified. The following default values are pre-set:

• Blank - For 'Casual worker' type employees
• Selected -

• For those employees signing their first employment contracts
• For back-pay payments (the Back-pay box is selected)
• For a payment made after an employee has left the company (the Start reason code is set to 'VAR' (Payment after exit))

Select 'Yes' if the payslip of the employee must be calculated from the net to the gross amount. In that event, the back-pay parameters need to be entered.
Otherwise, leave the field as it is, with the 'No' value.

Net to gross payroll calculation.
Performing this payroll calculation will generate a payslip having an 'objective' heading set to a given value, by varying the value of a secondary variable. For instance, the aim can be to vary payslips with a net salary set according to the employee, by modifying their basic salary. In this case:

• The 'objective' heading is SAL_NET (net salary).
• The 'variable' element is SALAIRE (basic salary).
• The 'objective' variable, for instance NET_PAE, is used to enter the value of the required net salary for each employee.

 By default, the 'objective heading', 'objective variable' and 'secondary variable' elements are submitted based on the parameters entered in the payroll plan.

Net to gross payroll calculation.
Performing this payroll calculation will generate a payslip having an 'objective' heading set to a given value, by varying the value of a secondary variable. For instance, the aim can be to vary payslips with a net salary set according to the employee, by modifying their basic salary. In this case:

• The 'objective' heading is SAL_NET (net salary).
• The 'variable' element is SALAIRE (basic salary).
• The 'objective' variable, for instance NET_PAE, is used to enter the value of the required net salary for each employee.

 By default, the 'objective heading', 'objective variable' and 'secondary variable' elements are submitted based on the parameters entered in the payroll plan.

If the employee benefits from a regular prepayment (each month), specify the amount of this prepayment and the day of payment.

Enter a decimal value in this field. This value is then linked to a variable on the payslip. This variable is the one that you have set in the VARMTH – Initial base salary general parameter (chapter BUL, group MIS).

Example:

• You have set the VARMTH - Initial base salary parameter to VENCIMENTO (the VENCIMENTO variable).
• In the Initial base salary field, you have entered 1700.00.
  = The value of the VENCIMENTO variable on the payslip is then 1700.00.

Enter a decimal value in this field. This value is linked to a variable on the payslip. This variable is the one that you have set in the VARHRS – Initial contractual hours general parameter (chapter BUL, group MIS).

You can set the description you want for this field in the FLDCTR1 - Title of field in work contract general parameter (chapter PAY, group PER).

Enter a decimal value in this field. This value is linked to a variable on the payslip. This variable is the one that you have set in the VARZON1 – Free field general parameter (chapter BUL, group MIS).

Example:

• You have set the FLDCTR1 - Title of field in work contract parameter to ‘Fixed allowance’.
  = The Free field (ZON1) field is then named Fixed allowance.
• You have set the VARZON1 – Free field parameter to T_SUBALIM (the T_SUBALIM variable).
• In the Free field (ZON1) field, you have entered 240.00.
  = The value of the T_SUBALIM variable on the payslip is then 240.00.
  

You can set the description you want for this field in the FLDCTR2 - Title of field in work contract general parameter (chapter PAY, group PER).

Enter a decimal value in this field. This value is linked to a variable on the payslip. This variable is the one that you have set in the VARZON2 - Free field general parameter (chapter BUL, group MIS).

Example:

• You have set the FLDCTR2 - Title of field in work contract parameter to ‘Fixed bonus’.
  = The Free field (ZON2) field is then named Fixed bonus.
• You have set the VARZON2 – Free field parameter to ISENCAO_H (the ISENCAO_H variable).
• In the Free field (ZON2) field, you have entered 240.00
  = The value of the ISENCAO_H variable on the payslip is then 240.00.
  

Date upon which the salary has been modified. This information is updated using the History extraction function.

The history extraction function is used to update this column, which contains all the successive changes in the salary variable set up in the VARSAL - Salary variable parameter (PAY chapter - EVO group).

The history extraction function is used to update this column, which contains all the successive changes in the salary variable set up in the VARSAL2 - Salary variable parameter (PAY chapter - EVO group).

The history extraction function is used to update this column, which contains all the successive changes in the salary variable set up in the VARSAL3 - Salary variable parameter (PAY chapter - EVO group).

The history extraction function is used to update this column, which contains all the successive changes in the salary heading set up in the RUBSAL - Salary heading parameter (PAY chapter - EVO group).

The history extraction function is used to update this column, which contains all the successive changes in the salary heading set up in the RUBSAL2 - Salary heading parameter (PAY chapter - EVO group).

The history extraction function is used to update this column, which contains all the successive changes in the salary heading set up in the RUBSAL3 - Salary heading parameter (PAY chapter - EVO group).

Specify the reason for the modification of the salary element.

This field is used to specify the profession code corresponding to this employment contract.

The list of profession codes is defined in Miscellaneous table 11552.

In this field, specify the code of the professional category for this employee.

The validated codes are delivered by the Portuguese office for Strategy and Planning.

The list of validated professional category codes for the current fiscal year is provided in the miscellaneous table no. 11554/.

This field is used to specify the collective agreement code for the specific working hours in the work contract.

The validated codes are delivered by the Portuguese office for Strategy and Planning.

The list of collective agreement codes is defined in Miscellaneous table 11555.

This field is used to specify the collective agreement code for the specific working days in the work contract.

The validated codes are delivered by the Portuguese office for Strategy and Planning.

The list of collective agreement codes is defined in Miscellaneous table 11556.

Use this field to provide the collective bargaining agreement code that covers this contract of employment. This number is issued by the government.

The list of collective agreement codes is defined in Miscellaneous table 11557.

Use this field to specify the current extension applied to the collective agreement code defined in the IRCT code field.

The list of the collective agreement extension codes is provided in the miscellaneous table no. 11558/.

The field is exclusively linked to African legislations.

The IRP5 start and end dates are reset with new values when a year-end program is performed.

This field is exclusively linked to African legislations.

The Tax info block contains the tax data. This data is used on the tax record line in the Employees function, Additional tab, Tax info block.

The tax cycle start and end dates specify when the employee’s financial data must start and end to accumulate for the purpose of tax calculation and statutory reports.
The tax cycle start date is used to calculate the employees’ correct tax deductions for the applicable tax year.

This field is exclusively linked to African legislations.

Specify the tax status of the employee.
This status indicates the calculation and tax deduction method to apply to an employee. It is used to calculate the tax and benefits on the Payslip screen.

The list of statuses available from the drop down list is linked to the legislation of your folder. The possible values are:

• Statutory tables:
  - For Nigeria: PAYE is calculated according to statutory tax tables.
  For other countries, tax is calculated according to the latest statutory rates.
• Tax directive (directive fixed amount): Tax should be calculated according to a fixed amount as per the directive.
• Temporary/Part time: Tax is calculated according to the latest statutory rates, but rebates should not be applied. Tax deductible deductions are allowed for temporary or part time employees.
• Independent contractor: No tax should be calculated for a true independent contractor.
• No tax: No tax is calculated. This option is only allowed in prescribed cases and should not be used on a general basis.
• Resident: Tax is calculated according to the latest statutory rates.
• Non-resident: Tax is calculated according to the latest statutory rates for non-residents.
• Exempt:   No PAYE is calculated.
• Directive %:   Use this option to enter the percentage according to a Directive from the Commissioner. This percentage will be used to tax the employee’s income. The system will prompt you for a directive number when you enter the percentage. The "Directive number" field is a mandatory field.
• Labor broker - Natural person: Tax should be calculated according to normal tax rates for a labor broker (natural person). Tax rebates should be applied and tax deductible deductions are allowed.
• Labor broker - Other: Tax should be calculated according to normal tax rates for a labor broker (other). Tax rebates should not be applied and tax deductible deductions are not allowed.
• Personal service company: Tax should be calculated at 30%. The percentage must be applied before taking allowable deductions into account. Rebates should not be applied.
• Personal service trust: Tax should be calculated at 33%. The percentage must be applied before taking allowable deductions into account. Rebates should not be applied.
• Non-executive director: Tax should be calculated at a flat rate of 33%. This percentage represents the highest marginal rate applicable to individuals. The percentage must be applied after taking allowable deductions into account, if applicable. Rebates should not be applied.
• Secondary job: Tax is calculated at a flat rate of 30%, This percentage represents the highest marginal rate applicable to individuals. Tax credit should not be applied.
• Permanent/Temporary resident
• Permanent/Temporary non-resident
• Part time resident
• Part time non-resident
• Casual Worker

This field is exclusively linked to African legislations.

If the employee is associated with a directive, the number and percentage or amount of the directive must be entered in the related fields.
This data is used to calculate tax on the Payslip screen.
It is reset with new values when a year-end program is conducted.

This field is exclusively linked to African legislations.

Select this check box if the employee must be excluded from the calculation of the VET levy.
This data is used to calculate values on the Payslip screen.

This field is exclusively linked to African legislations.

Select the employee’s tax class.
This field is dedicated to the Swaziland legislation.

This field is exclusively linked to African legislations.

This field is exclusively linked to African legislations.

This field is exclusively linked to African legislations.

Use this field to specify the insurance policy code which applies to the work contract, in the event when the insurance linked to the contract is different from the insurance company.

When the field is empty, the insurance policy specified in the company record is used.

The Social Security Number identifies the policy number of the insurance company mentioned in the Insurance field.
This number, and the Insurance field, is mandatory information.

This field is used to specify the syndicate code corresponding to this work contract.

This field is mandatory if you are a member of a syndicate.

This field is used to specify the work union membership code corresponding to this work contract.

This information is provided by the work union.

Employee able to replace the employee in question in the latter's absence.

It possible to enter the tasks carried out by the replacement in the employee's absence.

This code is used to identify the employee population for which the processing must be launched.

This field, which cannot be accessed, displays the update type for an employee.

Manual update
Manual update means that you have manually added an employee to the population using the Employee selection action or the Others tab of the Employee record.

If the update is a manual process, the employee can only be removed from the population in a manual way.
 This deletion will impact the Employee record.

Automatic update
Automatic update means that you have used the update population functionality (Population update button in the action panel): the employees who meet the membership criteria defined in the Rule field are automatically upload in the table.

If the update is an automatic process, the deletion of the employee from the current population, which is performed in this function or the employee record, is only temporary. To permanently delete an employee from a population group, you should modify the membership criteria, then refresh the list.

• If this box is selected, the rest of the tab can be accessed, entered and:
• upon contract creation, the values are initialized with the ones defined for the employee,
• upon contract duplication, the values are initialized with the ones defined in the original contract.
• If this box is not selected, no information is initialized and none can be entered, the tab is erased and grayed out.  
  

According to the value of the CTRCPT - Accounting info in contract parameter (CPT chapter, MIS group), the 'Accounting information in contract' box can be selected or not:

• if the parameter is set to 'Yes': this box, which is not selected by default when creating a new contract, can be selected;
• if the parameter is set to 'All': this box, which is selected by default when creating a new contract, can be selected or cleared;
• if the parameter is set to 'No': this box cannot be selected.

The individual account associated with an ID number is used in the following three cases:

 When the payroll MO is calculated, if control accounts are set up in the payroll heading accounting interface.

 When the payment slips are validated, if control accounts are set up in the accounts associated with the payment type.

 When the profit-sharing elements are posted, if control accounts are set up in the accounts associated with the profit-sharing codes.

If this field is entered and an accounting is associated with the folder, this field must match a BP-type account.

The accounting modifier associated with an employee ID is a code referenced in the Access codes table. An employee-type accounting code, with the form xxx10, and which applies to a 64100 account, will return the 64110 account.

Use the analytical distribution keys to automatically distribute the amount of a general accounting posting line onto several analytical lines based on weighing coefficients.

The analytical distribution key contains one to ten alphanumeric characters.

An analytical axis is defined by a code of 3 characters. It corresponds to a particular subdivision of the enterprise for analytical purposes. In fact for a given axis, it is possible to associate a chart of analytical dimensions.

There are 1 to 9 analytical axis available in a given accounting reference as well as a chart of accounts (often called a chart of natures).

A company can use 1 to 9 accounting references (some analytical, some not). The analytical references can share the analytical charts or use different ones. It is the accounting template that defines the combination of references used by a group of companies.

An analytical dimension is an element of the analytical chart of accounts on which accounting entries can be posted.

Each analytical dimension type represents a specific division of the company into a set of analytical payment attributes.

An analytical dimension is thus an analytical payment attribute within a dimension type.

Specify the default allocation key or dimension for each dimension type. These elements can be used to initialize the analytical time entry and the analytical entry of each salary slip, based on the initialization type associated with each dimension type.

The four initialization types are the following:

Conservation

The analytical allocation is identical to that of the previous payroll.

Cancellation

No analytical distribution

Standard

Default dimension

Time upd

Based on the analytical allocation of the time entered over a given period.

This field can take the following values:

• 'Inactive': in the case of a standard amendment,
• 'In progress': in the case of an amendment with backpay, the status remains in progress until the creation of the associated backpay record (in the Backpay function),
• 'Validated': when the amendment with backpay has been processed as part of the payroll process. The information in the grid is then grayed out and cannot be modified.

Date from which the additional clause to the work contract is taken into consideration.

This button is used to load the grid containing the fields used for the back-pay.

The fields that appear in the grid correspond to those fields with their 'Backpay' box selected in the 'Employee field dictionary' function (see the Miscellaneous prerequisites

The date of the period corresponds to the date previously entered and used as the basis for the back-pay.

This variable specifies by default the original values in the various contracts (the original dates or the other values before they are modified for the backpay).

This variable specifies by default the destination values in the various contracts (the effective dates or the other values after the modification is performed for the backpay).

The destination values can be modified here. These new values are then taken into account for records and calculations.