Use totals to manage adjustments of the contribution brackets, of cappings (reduction for example) and of totals by period and by employee.

Updating the value of a total is set up in the headings, and performed during the payroll calculation.

Prerequisites

See also Refer to documentation Implementation

Screen management

Entry screen

Enter the main characteristics of the total.

Total

Total (field CUMCOD)

Indicate the total code being searched or to be created.

The totals are used to manage adjustments of the contribution brackets, of cappings (reduction for example) and of totals by period and by employee.

Updating the value of a total is set up in the headings, and performed during the payroll calculation.
Legislation (field LEG)

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.
Description (field CUMDES)

Specify the title associated with the total code. It must be as explicit as possible. This title is displayed in certain screens, windows and reports.

General

Short description (field CUMSHO)

Title used in some screens or reports when there is not enough space for a long title.
Theme (field CUMTHM)

Associate a theme with the element of the current payroll plan.

The theme is used to classify the headings and to facilitate:

  • your searches via the selection panel,
  • the generation of the payroll plan update.
Activity code (field CODACT)

Assign an activity code to this record. If the activity code assigned is inactive, the record is not available.
Access code (field CODACC)

Assign an access code to this record, so that its access can be controlled upon inquiry or modification.

Periodicity

Periodicity (field CUMPER)

Indicate the total frequency. Total frequencies are managed in local menu 10334 – Total frequency.

Note:

  • The 'Dads-u' frequency means that only the last value of this total for the activity period will be extracted upon extraction of Dads-u data.

Options

Intermediate total (field CUMTMP)

Check this box if you want this total to be an intermediate total.

Intermediate totals are used as totalizator upon payroll calculation. They are not saved in the payroll history.
Sequence (field CUMROW)
Employee record total (field CUMNUMADI)
Total level (field CUMTYP)

Employee totals can be calculated at the following levels:
- employee
- company of the employee
- site of the employee
- contract
Rtz of total on employee departure (field RAZCUM)

The total will be reset to zero when a contract ends, if this box is checked and if the "RTZ of totals in case of departure" box of the concerned contract record is checked.

Reports

Payslip title (field CUMPRN)

Specify the label that will be printed on the payslip for the total. The label length must not exceed 15 characters for the titles of the table columns to be entirely visible at the bottom of the payslip. For the titles of the table columns relating to the witholding tax, you can use more characters.

Histories (field PRNFLG1)

Check this box if you want this total to be displayed when printing the payroll history.
Individual record (field PRNFLG2)

Check this box if you want this total to be displayed when printing an individual record.

Formulas

Reinitialization (field CUMINI)

The totals frequency defines reinitialization months (for example, January for an annual frequency). When a new payroll is generated so that the employee's last payroll is prior to and the new payroll is posterior or equal to the reinitialization month, the reinitialization of the total is performed on the new payroll.

If the field is not specified, the total is simply reset to zero. Otherwise, the total is assigned to the value resulting from the reinitialization formula assessment. This formula can retrieve any total value before reinitialization.
Initialization variable (field CUMREP)

The initialization formula is used to 'initialize' a total on the first payroll. If this field is specified, the total will be assigned to the value resulting from the initialization formula assessment. This formula can refer to a heading, a variable, a total and / or an employee field.

If a variable is used here, make sure that it is associated with an entry page of folder, company, site or employee level.

Comments

field CUMCMT

Enter a comment relating to the total on 3 lines of 80 characters. This field is optional.

Total payroll

Group (field CODGRP)

Reports

By default, the following reports are associated with this function :

Bullet point  LISTCUM : List of totals

This can be changed using a different setup.

Specific Buttons

Copy

This button launches the copy utility for the payroll plan, which is used to mass copy to another folder the entire setup of the payroll plan.

Access the setup for the total report types.

Error messages

The only error messages are the generic ones.

Tables used

See also Refer to documentation Implementation