Global Earning / Deduction Detail  {FPRG-7}


This option allows the creation of a “global compensation package” per Appointment Type {FPRG-10}, thereby obviating the effort required to create full detail at employee level.  Only exceptions for specific employees need be maintained at employee level.  All salary calculations are based on the information on this screen, which implies thorough and careful planning by the user before creating these transactions.  A design form can be produced with Print Design Form {FPRGR1-8}.



Information from the following screens is required by this screen :

The screen is divided into two sections.  Section One contains information, which is valid for the global transaction, including the calculation method to be used.  Some of the fields will be optional.  In Section Two, the detail of the calculation method is specified.  For each calculation method only certain data fields are valid or relevant; the system will indicate which fields are to be completed for the particular calculation method selected in Section One.

Fields in the option:

Block 1:  Global Transaction Information

Field Type
&
Length		 Description
Appointment Type N2 When a valid Appointment Type {FPRG-10}, is entered, the description is displayed.  The <LIST> command is linked to this field.
E / D Code A4 When a valid code as specified in Earning / Deduction Types {FPRG-6} is entered, the name and an “E / D” indicator are displayed.  
Salary Level  N2 The value as specified in Earning / Deduction Types {FPRG-6} will default here, but may be changed.
IRP5 Box N4 The value as specified in Earning / Deduction Types {FPRG-6} will default here, but may be changed.
Calc. Method A1 Calculation Method
For an overview of the calculation methods, refer to the on-line documentation of Query Calculation Methods {FPRG-25}
The value as specified in Earning / Deduction Types {FPRG-6} will default here, but may be changed.
Retirement Funding? A1 Is this income to be considered when calculating pensionable income? (Y)es or (N)o. 
Start Date  DD-MON-YYYY The date on which this transaction should become effective. 
The salary calculation will ignore transactions with a start date after the end date of the cycle.

The start date should be smaller than the end date; it should als be greater than or equal to the person's appointment date.

The system will prevent an ED Code from appearing more than once in the same cycle on the same salary level for an appointment type.

The program will generate an error message if the Start Date is after the Inactive Date of the Appointment Type {PACS-2} and will not save such records.
End date DD-MON-YYYY The date on which this transaction stops being effective.
The salary calculation will ignore transactions with an end date before the start of the cycle.
Low Limit Amount N15.2 If the earning or deduction should be valid only within an income range, the low limit is specified here. 
Note that this amount refers to annualised earnings. 
This field may be left blank, if no test is to be done on a low limit.
High Limit Amount N15.2 The same remarks, as above, apply.

Note that the salary calculation program will test against low and high limits only for calculation methods:
  • 1 - Pct. of Salary Level Total.
  • 3 - Advised Amount (Test is done against the person's annual salary notch.)s
  • 6 - Pct. of Transaction.
  • 7 - Salary Notch (Test is done against the person's annual salary notch.)
  • 9 - WCA   (Regular and one-time earnings are accumulated separately, so as to arrive at a correct annualised income.)
  • B - UIF.
  • F - General Lookup Table.  
For calculation methods “1”, “6” and “F”, the program assumes that only regular monthly earnings are involved:  it applies the test against the salary level total at the “Reference Salary Level” specified below. 
GLA A4 + A8 or
A6 + A8 (UK)		 General Ledger Allocation, consisting of a Cost Centre and an Account.
The value as specified in Earning / Deduction Types {FPRG-6} will default here, but may be changed.
Reference No A15 Reference numbers other than a person's Tax, Pension, Medical Aid or Group Insurance Numbers are usually specified here.
Note: The Reference Number is normally not used at a global level, but becomes important at a personal level, e.g. when a deduction is made on behalf of a specific organisation.  In such a case, the membership or other number of the employee is entered and will appear on the relevant Report per Earning / Deduction Type {FPRNR1-6}.
E / D Included  A1 This field is for the purposes of the Evaluation System {PMAIN-5}.
This field’s link with the Evaluation System is not yet in place and will be available in a later release.
Other Information Required for the Calculation, to be entered into the fields numbered from 1 to 7 The fields to be filled in are dependent on the calculation method, possible values for this field are:
  1. Advised or Reference Amount.
  2. Lookup Table to be Used.
  3. Reference Salary Level.
  4. Reference E / D code.
  5. Quantity.
  6. Calculation Percentage.
  7. Fund Number.
The <LIST> command is linked to fields (2) and (7).

Required values for each calculation method are:
Calc Method Required Field(s)
1 3, 6

2

 1 or (3, 6)
3 1
4 2
5 2, 3, 6, 7
6 3, 4, 6
7 (Full month) No fields
7 (Part of month) 6
8 1, 5
9 1, 6
A 2, 3, 6, 7
B 6
C 2, 3, ,6, 7
D 5
E 5, 6
F 1, 2, 6
G 2, 3, 5, 6, 7
J 3, 4, 5, 7
K 3, 4, 5, 7
L 2, 3, 6, 7
P 1
S 3, 4, 6, 7
U 2, 3, 7
V 6
W No fields
X (RF FB on ER Contribution) 7
X (RF EE Cont > allow Amt) No fields

  
Formula A1024 If the Calculation Method is "I - Custom Formula", the formula should be entered in this field.
For more information refer to the relevant section in the on-line help of Calculation Methods {FPRG-25}.


Example:

its_man_img/fprg-7p1i1.jpg

 

Processing
Rules		  
  No special processing rules.


History of Changes

Date System Version By Whom Job Description
03-Mar-2007 v01.0.0.0 Charlene van der Schyff T134069 New manual format.
07-Jun-2007 v01.0.0.0 Frans Pelser T137726 Inactive Date on Appointment Type
22-Aug-2008 v01.0.0.0 Magda van der Westhuizen T152258 Update manual:  Language Editing - Juliet Gillies.
20-Apr-2011 v01.0.0.1 Goodman Kabini T173312 Add new screen which combines two tab pages.
19-Jun-2012 v02.0.0.0 Sister Legwabe T181348 Add field formula and new screen
27-Jun-2012 v03.0.0.0 Frans Pelser T178590 Reference to FPRG-10
21-Jan-2016 v03.0.0.1 Sakhile Ntimane T209237 Add new field on dependent on the calculation method
31-Jan-2017 v04.0.0.0 Sakhile Ntimane T219225 Change image to Integrator4.