Variables
This function is used to manage the payroll variables. These variables are elements used in the calculation of a payroll. They can be defined at different levels:
Employee: the value of the variable is linked to a single employee
Site: the value of the variable is the same for all the employees of the site, except for the employees with a value of variable defined at the employee level.
Company: the value of the variable is the same for all the employees of the company, except for the employees with a value of variable defined at the site or employee level.
Folder: the value of the variable is the same for all the employees of the folder, except for the employees with a value of variable defined at the company, site or employee level.
Prerequisites
Refer to documentation Implementation
Screen management
Header
Identification of the variable
Variable (field COD) |
Enter the code of the variable being searched or to be created. |
Legislation (field LEG) |
In multi-legislated folders (where the LEG activity code is active), the Legislation fields are displayed.
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 DES) |
Specify the title associated with the variable. It must be as explicit as possible. In some screens (Entry of variables), windows and reports, this title is displayed. |
Tab General
This tab is used to define basic characteristics for the variables, such as their reinitialization type, etc.
General
Short description (field DESSHO) |
Title used in some screens or reports when there is not enough space for a long title. |
Theme (field VRATHM) |
Associate a theme with the element of the current payroll plan. The theme is used to classify the headings and to facilitate:
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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. |
Expense notes (field FLGEXS) |
If the payroll variable is of expense note type, it can be used to define Expense codes as fixed amount or cap for a business expense. The variable can also be entered in the Employee record to personalize this amount at the employee's level. |
Reinitialization
Reinitialization (field TYPINI) | |||||||||||||||||||||||||
Y is determined as follows, by descending priority: - For an initialization variable, its value is initialized to the standard value if it is the employee's first payroll. Otherwise it is not initialized. - (*A) The variables are automatically updated with the information from time entry or time summary. |
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Forced generation (field GNRFRC) | |||||||||||||||||||||||||
This indicator is generally used the first month of creation of a new variable. In automatic generation, it is used to force the creation of a value (= standard value), even for the payrolls for which the variable was absent in the previous month. |
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Standard value (field VALSTD) | |||||||||||||||||||||||||
Y is determined as follows, by descending priority: - For an initialization variable, its value is initialized to the standard value if it is the employee's first payroll. Otherwise it is not initialized. - (*A) The variables are automatically updated with the information from time entry or time summary. |
Auto update
Update type (field TYPMAJ) |
Specify the update mode for the payroll variable: - "time detail" applies to variables entered in number of days. The transmission of values is performed on a monthly period. For example: Paid leave. - "synthesis" applies to variables entered for a week. The value extraction for these variables is performed on a whole number of weeks. For example: Overtime 25 %. - "Formula" applies to all the variables. The value extraction is the result of the formula defined in the following field.
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Value type (field TYPVAL) |
Specify if the variable is:
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Valuation type (field DAYTYP) |
If the variable is calculated in number of days or hours, specify if this number must be valued in working days, work days or calendar days. |
Event (field TIMCOD) |
If the payroll variable is loaded through time entry, specify the time event or the nature of activity that uploads the payroll variable. Update:
Entering an event excludes entering a nature of activity and conversely. |
Nature of activity (field NATCOD) |
Leave sub type (field LVESUBTYP) |
Rate type (field LVEPAYDES) |
Variable (field TIMVAR) |
If the payroll variable is loaded through time summary, specify the 'time' variable updating this payroll variable. |
Formula (field FORVAR) |
If the payroll variable is loaded through a calculation, specify its formula using the predefined variable formulas of the miscellaneous table 606. The syntax to use is the following:
These formulas enable the valuation of the presence or absence.
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Comment (field TIMCMT) |
Specify the comment for the payroll variable. This comment will be printed on the payslip, under the headings for which the payroll variable has been defined as associated text. The TDAT comment is used to display a 'From to ' text that inserts the event start and end dates. Example for paid leave: From 01/01/2002 to 05/01/2002 |
Entered comment (field CMTDET) |
Check the 'Entered comment' box to display on the payslip under the headings with the variable defined as associated text, the comment entered in 'time entry'. |
Comments
field CMT |
Enter a comment about the variable on three lines of 80 characters. This field is optional. |
Tab Input
This tab is used to define at which entry level the variable is located: folder, company, site or employee. For each level, it is possible to specify in which entry page the variable will be displayed.
The printing options for these variables are also located in this screen.
Entry pages
Legislation (field FLGFDR) |
Set up here the level of your choice for the variable entry: - Folder level: the value of this variable will be entered in the "Folder values" function. - Company level: the value of this variable will be entered in the "Company values" function. - Site level: the value of this variable will be entered in the "Site values" function. - Employee level: the value of this variable will be entered in the "Employee values" function. You can also specify in which tab page you want this variable to be displayed during the entry. These tab pages are definable in the "Folder pages", "Company pages", "Site pages" and "Employee pages" functions. The sequence is used to arrange the variables in the entry pages. |
field PAGFDR |
Sequence (field ROWFDR) |
Company (field FLGCPY) |
field PAGCPY |
Sequence (field ROWCPY) |
Site (field FLGFCY) |
field PAGFCY |
Sequence (field ROWFCY) |
Employee (field FLGEMP) |
field PAGEMP |
Sequence (field ROWEMP) |
Reports
Histories (field PRNFLG1) |
Check this box if you want this variable to be displayed when printing the payroll history. |
Individual record (field PRNFLG2) |
Check this box if you want this variable to be displayed when printing an individual record. |
Preparatory statements (field PRNFLG3) |
Check this box if you want this variable to be displayed when printing an individual record. |
Backpay
Authorized back-pay (field FLGRET) |
Check this box to indicate that the variable is tracked in back-pay. Only the variables whose "Authorized back-pay" box is checked are indeed authorized in the back-pay files. |
INSEE
Federal ID code (field FLGSEE) |
Social activity unique report
Motive SAUR (field MOTSAUR) |
This field is dedicated to Portuguese legislation. |
Absence type (field ABSTYP) |
This field is dedicated to Portuguese legislation. |
Tab Profiles
This tab is used to define the list of employee profiles the variable can be entered for.
Grid Profiles
Profile (field PRFCOD) |
Description (field PRFLIB) |
Input (field ENAFLG) |
Definition of the list of profiles that can use the current payroll variable. |
Reports
By default, the following reports are associated with this function :
LISTVAR : List of variables
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. |
Menu Bar
Access the pages setup for the entry of variables by level. |
Access the setup for the print types of variables. |