Use this function to define the contribution funds.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Specify the collection agencies associated with the contribution funds.

This setup is carried out with exceptions using a definition level. All the organizations that are common to the folder are defined at the folder level and the exceptions can be configured by population, company, site, employee or contract.

In the whole application, searching for an organization is performed from the lowest level to the highest: verification if a company exists at the contract level, then at the employee level, then at the site level, at the company, then population and folder.

Header

Identification of the setup level of the contribution funds.

Funds

Level (field LEV)

The collection agencies associated with the contribution funds must be defined for the folder, for a company, for a pay site, an employee, or a contract. Depending on the payroll and the type of fund, the organization considered will be, in descending order of priority, the one associated with the contract, then the one associated with the employee, then the one associated with the pay site, then the one associated with the company, and then the one associated with the folder.

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.
Population (field POP)

Population of employees for whom a specific contribution fund must be defined. The populations are defined in the Employee populations function.

Company (field CPY)

Alphanumeric characters used to identify a company in a unique manner.
It is possible to define one or several sites within the same company.
It is possible to define a company as not being a legal company (then, it serves for reporting purposes only).
Site (field FCY)

This number is used to identify the site in a unique way.
A site belongs to only one company.
A site can represent a geographical location (plant, company, etc. ) or a responsibility center.

SEEWARNING All operating management actions are carried out from a site.

It is possible to associate a default site or one site per module for each user. Depending on the function being used, the default site is submitted automatically. It can be modified with another site which has been authorized for the user, according to this user’s authorizations.

Employee ID (field EMP)

Employee for whom a specific contribution fund must be defined.

Name (field NAM)

This field displays the last name of the selected employee.

Contract (field CTR)

Employee contract for which a specific contribution fund must be defined. If there are several contracts for one ID number, they are displayed in the selection window.

Tab Standard

Definition of the link between the collection agencies and the standard contribution funds.

Grid Funds

Fund (field CAI)

In the Fund field, enter the fund of the fund group.
In the Organization field, enter the code for the organization corresponding to the standard or specific contribution fund of the current line.

Information for French customers only:

It is recommended to use the following setup:

  • If the organization assigned to a health insurance fund is a fund group, replace the fund group by the health insurance organization and remove the organization from the fund group.
  • If the organization assigned to the additional fund is a fund group, replace the fund group by the organization and remove the organization from the fund group.
Funds (field CAIVAL)
Organization (field ORG)

In the Fund field, enter the fund of the fund group.
In the Organization field, enter the code for the organization corresponding to the standard or specific contribution fund of the current line.

Information for French customers only:

It is recommended to use the following setup:

  • If the organization assigned to a health insurance fund is a fund group, replace the fund group by the health insurance organization and remove the organization from the fund group.
  • If the organization assigned to the additional fund is a fund group, replace the fund group by the organization and remove the organization from the fund group.
Default employer percentage (field DEFEMRPRC)
Default employee percentage (field DEFEMEPRC)
Qualifying scheme (field QUASCH)
Salary sacrifice (field SALSAC)
Deduct lower earnings limit (field DEDLEL)
Apply upper earnings limit (field APPUEL)
Use upper accrual point as limit (field USEUAP)
Deduct basic rate tax (field DEDBASRAT)
Apply upper threshold of qualifying earnings (field APPUPPQUAE)
Contract based (field CTRBAS)
Bank account type (field BNKACCTYP)
Account number (field BNKACCNUM)
Sort code (field BNKSRTCOD)
B/Soc roll no (field BSOROL)
Default fund (field DEFFND)

Tab Specific

Definition of the link between the collection agencies and the specific contribution funds.

Grid Funds

Fund (field CAI2)

In the Fund field, enter the fund of the fund group.
In the Organization field, enter the code for the organization corresponding to the standard or specific contribution fund of the current line.

Information for French customers only:

It is recommended to use the following setup:

  • If the organization assigned to a health insurance fund is a fund group, replace the fund group by the health insurance organization and remove the organization from the fund group.
  • If the organization assigned to the additional fund is a fund group, replace the fund group by the organization and remove the organization from the fund group.
Fund (field CAIVAL2)
Organization (field ORG2)

This function can only be accessed for records of 'Population' level. Only a 'Model assignment' record of population level can be propagated at 'Contract' level.

In the screen displayed after accessing this function, you can choose the contracts of the employees belonging to the original population for which a setup record must beprocessed.

This screen displays a table with the list of all the current contracts impacted by the population. The following actions are available from the table:

    • ‘Yes’: the Selection column is selected,
    • ‘No’: the Selection column is not selected,
    • 'Inversion': reverses the selections (selected check boxes are cleared and vice versa),
    • 'Recopy': copies the selected check boxes of the Existing element column to the Selection column,
    • ‘Contract’: used to access the contract record,
    • ‘Employee’: used to access the employee record.

Click OK to launch the processing on all the assignment records of 'Contract' level for the contracts selected, as for the original assignment of 'Population' level. The process is the same for affiliations, if the option has been selected.
SEEINFO If an assignment or affiliation record of 'Contract' level already exists, it will be overwritten during the update.

A log file is available once the generation has been completed.

When going back to the assignment setup screen, the selection panel is updated with the new assignments of 'Contract' level.

When entering the function, the active contracts are populated. A contract is considered active if: 

  • the employee is active,
  • the departure date is empty or later than the current date.

If a contract already has a specific assignment, it is displayed as selected in the Existing element column.

Block number 1

This field displays the code of the original population.
  • Type of operation (field TYPOPE)

Specifiy the type of operation to perform:

  • Update: assigns the setup of the population to the contracts selected,
  • Deletion: delete the assignment of the contracts selected. Specific affiliations to contracts for which the affiliation is canceled are subject to a cascading deletion, even if the Broaden connections check box is not selected.
  • Propagate assignments (field PCAFLG)

When this check box is selected, the assignments are propagated. By default, this check box is selected and cannot be modified.
  • Propagate affiliations (field ORAFLG)

If this check box is selected, the affiliations for a template population with the same code are propagated. By default, this check box is:

Grid

  • Selection (field SELFLG)

Select of deselect the suggested contracts.

  • Existing element (field EXIFLG)

This column is used to view if an 'assignment' record at 'Contract" level already exists for the contract. It cannot be modified.

Use this field to enter the employee's ID.

  • Employee's first name (field SRN)

Use this field to enter the first name of the employee.

This function is used to load the TMPORG temporary table: this work table is used to optimize the scripts as there is a large number of organizations and referencing to manage.

In general, when modifying direcly in this function, the temporary table is updated. However, if the modification is done beforehand and has an impact on this table, it is recommended to launch this link update function.

In the screen, enter the criteria and then click OK. The processing can be long as there is a lot of information being read.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation