Employees

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.

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.

Specify the payment type (Salaries, Prepayments) concerned by the information in the current line. If there is no information associated with the payment type chosen, the default payment type, set up in the payments, will be considered, per employee and payment method.

Specify the payment method among the following choices:

• Transfer or SEPA SCT transfer,
• Cheque,
• Cash.

This field is used in all payment functions.

Field with information purposes, generally not entered.

Specify the recipient of the payments made for the employee. By default, this field is initialized with the name and first name of the employee. Specifying this field is mandatory. It is used in all payment functions.

Specify the country of the paying bank. The default country is the local one. This field determines the entry format of the bank account number and the consistency control rules.

This field is used to specify the IBAN (International Account Number) of the employee's bank account. The IBAN is the international identifier of the bank account. It is necessary for the automated processing of transfer and deduction operations in France and abroad. It is calculated in the employee's bank details if the country of the RIB is entered (ISO code) and the 'IBAN management' check box is selected for this country.

Specify the bank account number of the employee. The entry format and consistency control depend on the country code previously entered. This field is used when printing employee payment slips and when generating bank transfers electronically.

No help linked to this field.

This field is used to specify whether the employee is resident or non-resident. It is useful for the generation of SCT payments. This parameter is defaulted to the value 'No'.

  The "resident" term means:

• The French or foreign legal persons (with the exception of diplomatic and consular representations) because of them being established in France
• The physical persons (including foreign) having their main center of interest in France

The "non-resident" term refers to the other legal and physical persons, including those of French nationality (with the exception of civil officials), who acquire the quality of non-resident the moment they settle abroad.

This field allows the BIC code (Bank Identifier Code) of the employee's bank to be entered. The BIC is the bank's international identifier. It belongs to a list which is updated regularly. It is necessary for the automated processing of transfer and deduction operations in France and abroad.

Use this field to mention the bank account type:

• Check account
• Savings account
• Current Account (without credit card)
• Bond account

Use this field to enter the code identifying the agency within which this bank account has been opened. It can be a local or universal agency code.

Use this field to mention this bank account holder. It can either be your own bank account established in your name, a joint bank account held with another person, or an account opened in the name of another person.

Enter the name of the account holder. This name must be identical to the account holder name who has been registered with the bank.

This is used to distribute the amounts of similar payment type among different beneficiaries by assigning these a percentage of the total sum to pay.

No help linked to this field.

This field is used to enter the economic reason code to apply to the employee during the generation of the SCT transfer.
This field is not required if the employee is a resident and is paid in Euros.

In the list of economic reason codes in force for 2011, this code is E09 for the salaries and other amounts paid to the employees.
The list of economic reason codes can be updated following the evolution of the European directives and based on user requirements: this list is customizable in miscellaneous table 309.

From January 2011, the economic reason code is necessary in only a few cases:

• For transfers with a countervalue in Euros larger than 50,000 Euros
• With non-resident counterparts and not belonging to the SEPA area
  In this case, the threshold to enter is AMTVIR3 (parameter value of the PAY chapter, RGL group)
  If the economic reason code should not be triggered in any other case, the AMTVIR1 and AMTVIR2 thresholds must be entered with a maximum level;
• Thresholds are read upon automatic payment proposal and they can display the economic reason code in the slip.

The economic reason code is calculated automatically in the three following cases: 

• First case:
• The transaction currency is the Euro.
• The country of the target bank is in the Euro area: this information is derived from the country code of the employee's bank ID number. A check is run to confirm that the country belongs to the Euro area (box 'EU' selected).
• The employee's account is an non-resident account (see the employee record).
• The payment amount is larger than or equal to 50,000 Euros (amount corresponding to the AMTVIR1 parameter).
  
• Second case:
• The transaction currency is the Euro.
• The country of the target bank is outside of the Euro area: this information is derived from the country code of the employee's bank ID number. A check is run to confirm that the country does not belong to the Euro area (box 'EU' cleared).
• The employee's account is an non-resident account (see the employee record).
• The payment amount is larger than or equal to 12,500 Euros (amount corresponding to the AMTVIR2 parameter).
  
• Third case:
• The transaction currency is not the Euro.
• The employee's account is an non-resident account.
• The payment amount is larger than or equal to 12,500 Euros (Euro countervalue) (amount corresponding to the AMTVIR3 parameter).

The economic reason code is calculated when the employee ID is entered. It is recalculated if the amount or the bank ID number are modified.

Specify the date on which the profit-sharing options defined below take effect.
If several option records have been defined for the same calculation period, only the last one will be used.

Specify if the employee should benefit from the profit-sharing scheme.

Specify the distribution model to use for this employee for the calculation of their profit-sharing scheme.

Specify the distribution model to use for this employee for the calculation of their profit-sharing scheme.

No help linked to this field.

Use this table for archiving purposes: enter the data relating to a given qualification/degree in the Detail section. Then, when you select the Add check box, the date of the qualification/degree is automatically populated in the table.
You can therefore add as many qualifications/degrees as necessary.
When you click one of the dates in the table, the data relating to a specific qualification/degree is displayed in the Detail section.

Specify the graduation date.

Expiry date of the degree, if applicable.

Degree obtained.

Distinction specified on the degree.

Knowledge domain associated with the obtained degree.

Training level corresponding to the degree obtained.

Name of the organization which delivered the degree.

Place of graduation.

Select the Add check box to authorize the entry of a new event and add this event to the viewable history.

Use this table for archiving purposes: enter the data relating to a professional experience in the Detail section. Then, when you select the Add check box, the date of the professional experience is automatically populated in the table.
You can therefore add as many professional experiences as necessary.
When you click one of the dates in the table, the data relating to this professional experience is displayed in the Detail section.

Work period.

Free comment on three lines.

Employee's status within the company.

Function carried out by the employee.

Employee's assignment department.

Company's name.

Workplace.

Free comment on three lines.

Select the Add check box to authorize the entry of a new event and add this event to the viewable history.

When there are several medical examinations for an employee, select the examination you need data for or that you need to view.

Monitoring of the medical examinations of the employee with:

• The examination date,
• The examination time,
• The name of the doctor who performed the examination,
• The result of the examination (Able, etc.),
• Notes by the doctor.

The contract number of the employee corresponds to one of his contract sequence number.
To inquire the various contracts of an employee, you must select:

• his ID number,
• the document type requested,
• the event date in the left-hand side of the screen.

Monitoring of the medical examinations of the employee with:

• The examination date,
• The examination time,
• The name of the doctor who performed the examination,
• The result of the examination (Able, etc.),
• Notes by the doctor.

Code of the organization performing the medical examination.

This organization is initialized with the organization specified for the 'Occupational health' fund in the Assignment function.

The details about the organization are populated automatically based on the organization code.

The date of the next examination is calculated automatically based on the date and type of the medical examination, in other words, on the number of months entered in the miscellaneous table no. 395 – Type of medical examination. If the number of months is equal to 0 (for example, for a medical examination of type ‘VIP’ - Information and Prevention examination), the date of the next examination is not calculated automatically. You can enter it manually.

Select this check box to add the medical examination to the List table.

Specify the date on which the expense note options defined below take effect. If several option records have been defined for the same calculation period, only the last one will be used.

Some expense codes can be initialized or capped by a variable whose value can be personalized by employee.

No help linked to this field.

Fiscal power of the vehicle used by the employee for their travels.

Annual mileage of business travel completed by the employee.

No help linked to this field.

This check box must be selected if the company provides for a funded pension scheme.

Use this field to mention your national identity number. This number is allocated to the South African citizens or to those holding a permanent residency permit aged 16 years or more. It enables your date of birth, gender and residential status to be identified.

This field is exclusively linked to the South-African legislation.

Use this field to mention your racial classification, or the population group to which you belong.

This tab is exclusively linked to African legislations.

The Tax info table contains tax records, that is to say lines containing tax data that can be used when a tax certificate for a previous tax year needs to be printed.
Each line corresponds to a tax record. A tax record is created in the following circumstances:

• When a new contract (new contract with a new chrono contract number) is created in the Employment contract function.
• When you use the Year end program tool, whether to create tax records only or to run the whole tax year-end program.

The data comes from the employee’s contract.