Fixed Salary Detail {FPRI-1}

This program is used to maintain the personal salary information of personnel.

Five blocks of information are available, but only certain data fields may be updated: the non-updateable values are drawn from information maintained in the Personnel System.

A Biographical record must exist for the personnel member in the Personnel Biographical Information {PBOP-1} before any data for the person may be queried in this screen.

Access to data in this screen is controlled by the Access Control per Appointment Type {FPRM-6}.

If the on-line notch validation in the validation control {FPRM-8} is set to (N)o, the user will automatically be presented with the option to execute the program to Validate Notches {FPRIV-21} upon exiting from this screen.

This option contains sensitive salary related information access to this option should therefore be granted selectively only to personnel who should have access to salary information.

Fields in this option:

Tab 1: Personnel Biographical.

The biographical information on this page is for display purposes only a list of values exists on the personnel number field from which to select a specific person.

Field	Type & Length	Description
Personnel Number	N9	Personnel number.
Surname	A30	Surname.
Initials	A6	Initials.
First names	A40	First Names.
Title	A4	Title.
Date of Birth	DD-MON-YYYY	Date of Birth.
Tax Deductible Dependants	N2	The total number of Dependants {PBOP-7}, indicated as Tax Dependants.
Gender	A1	Gender.
Marital Status	A1	Marital status.
Medical Dependants	N2	The total number of Dependants {PBOP-7}, indicated as Medical Dependants.
I.D. Number	N13	Identity Number.
Language	A1	Home Language.
Postal Address	A80	Postal Address lines 1 to 4.
Home Telephone Number	A10	Telephone number.
Postal Code	A8	Postal code.
Work Related Detail
Appointment Date	DD-MON-YYYY	The Appointment Date of the latest continuous service period.
Appointment Type	N2	The Appointment Type {FPRG-10} of the latest continuous service period.
Post	A4	The Post of the latest continuous service period.
Rank	N5	The Rank of the latest continuous service period.
Post Grade From and To	N2	The From and To grades linked to the Post {PACS-4} for the post of the latest continuous service period.
Current Grade	N2	The Grade of the latest continuous service period.
Work Telephone	N10	Work telephone number.
Resignation Date	DD-MON-YYYY	The Resignation Date of the latest continuous service period.
GLA	A4 + A6	The Cost Centre and Account on the Post {PACS-4} for the latest continuous service period.
Primary Department	A4	The Primary Department of the Post {PACS-4} for the latest continuous service period.
Show Person's Service Record	Button	This button will open the Service Records {PBOP-2} in view only mode, regardless of user access. The program will automatically return here upon exiting from the Service Records.

Example:

Block 1: Personnel Biographical - Page 2.

The information on this page is primarily payroll related and is intended for display purposes. Some of the fields can be captured or modified: where applicable a list of values exists, containing the correct values to be used.

Field	Type & Length	Description
Salary Notch	N17	The salary notch, as maintained in block 5. The applicable notch as per the cycle linked to event type 'C' on FPRM-2 will be displayed.
Reason for Notch Outside Scale	A80	A free format field to allow for entering of the reason why the salary notch is outside the boundaries of the personnel member's personal salary scales.
Barrier Notch	N17	The barrier salary notch, as maintained in block 5, on the system date.
Reason for Barrier Notch	A80	A free format field to allow for entering of the reason why the salary notch is outside the boundaries of the personnel member's personal salary scales.
Weekly Rate	N17	This field is reserved for possible future development.
Time Sheet Rate	N17	The hourly rate for the person when the Time sheet Sub-system {FPRI-29} is used to generate earnings.
Pay Frequency	A1	(M)onthly or (W) for Fortnightly. The Pay Frequency on the Appointment Type {FPRG-10} will default into this field when a new Service Record {PBOP-2} is created, but it may be updated here.
Pay Date	N1	Salaries for personnel included in a single Payroll Calculation (Number) may be paid over on different days during the cycle. This field is used to group the personnel per day on which salaries will be paid over. The following are sensitive to this field: Create File For ACB Tape {FPRN-7}, Print Payslips {FPRN-4}, Print Cheques {FPRN-6} Generate Payments {FPRN-5}, Tape Transfers {FPRNR1-21} and Bank Transfers {FPRNR1-22} are sensitive to this field. The Pay Date, on the Appointment Type {FPRG-10} will default into this field when a new Service Record {PBOP-2} is created, but it may be updated here.
Payroll Calculation Number	N1	Personnel may be grouped into different Payroll Calculations, indicated by this field. The Full Salary Calculation {FPRN-2} as well as the bulk of the other programs in the Payroll System is sensitive to this field. The Calculation Number on the Appointment Type {FPRG-10} will default into this field when a new Service Record {PBOP-2} is created, but it may be updated here.
Increase Month	N2	The month of the employee's annual increase. Only values from 0 to 12 are allowed. Automatic Increases {FPRN-1} will only include employees where the Increase Month is equal to the cycle for which it is executed. The field will default to the person's appointment month, but this may be changed. Note: A value of 0 in this field means that the system will never try to give an automatic increase to this person.
First Increase Month and First Increase Year	N2 + N4	The Automatic Increases {FPRN-1} will exclude personnel if the First Increase Year and Month is after the cycle for which it is executed. The system will default to the appointment month and the year after the appointment year, but both these values may be changed. These fields are used when a person's increase month is not the same as his / her appointment month, or when the first increase month should be skipped when automatic increases are done.
Bonus Month	N2	When a personnel record is created, the system will use Default Bonus Months {FPRM-5} to obtain a default value for this field but it may be set to any value between 0 and 12. Note: A value of 0 in this field means that this person will never receive an automatic bonus.
Tax on Bonus	A1	(A)nnual or (M)onthly. Bonuses for personnel members may be taxed either; monthly in advance, or annually in the cycle in which it is paid. The system defaults to (A)nnual. The system calculates tax on bonus at marginal rates, for example yearly tax on the normal salary and bonus earnings less the yearly tax on normal salary earnings alone. If the indicator is set to (A)nnual, tax is added to the normal monthly tax in the month of bonus payment. If the indicator is set to (M)onthly, tax is divided by the number of months for which the person was employed during the relevant tax year; the result is added to the normal monthly tax every month. If an employee, who is taxed monthly, resigns before he / she receives a bonus, the system will refund the tax deducted in advance. Should the person resign after the bonus has been received, but before the end of the tax year, the system will recover all outstanding tax in the resignation month. Should an employee wish to change from monthly tax on bonus to annual tax on bonus, or vice versa, such an option should only be exercised in the first month of the tax year.
Marital Status	A1	As entered in the Personnel Biographical Detail {PBOP-1}.
Spouse's Name	A40	The name of the employee's spouse may be entered here.
Preferred Language	A1	(E)nglish or (A)lternate. Advices to employees (such as payslips, IRP5 Certificates, etc.), may be printed in a language of preference; either (E)nglish or an alternate language.
Pay Point	A4	The code of the Pay Point {FPRC-3} to which this person's payslip is to be sent. The name will be displayed. The <List of Values> function will show valid codes.
Stop Payment	A1	Indicate by a (Y)es or (N)o whether payment should be stopped for this employee during certain pay cycle(s), e.g. a lady who will be taking maternity leave. The system defaults to “N”. If the answer is (Y)es, the following two fields are mandatory.
Start Cycle	YYYYMM or YYYYWW	The first pay cycle during which the above instruction will be effective.
End Cycle	YYYYMM or YYYYWW	The last pay cycle during which the above instruction will be effective.
Reason for Stop Payment	A2	A Reason Code, defined on Notch Change / Stop Payment Codes {FPRC-4}, may be entered here.

Example:

Block 1: Personnel Biographical - Page 3.

The information on this page is primarily payroll related and intended for display purposes. Some of the fields can be captured or modified where applicable, a list of values exists, containing the correct values to be used.

Field	Type & Length	Description
Please first see what FCSM-1 SOD "DE" is set to, Banking details may only be update on FPRI-1 or PBOP-13
Method of Payment	A1	Che(Q)ue, (C)ash (M) Bank Transfer or (T)ape Transfer. The next three fields are mandatory if the payment method above is Bank Transfer or Tape Transfer.
Bank Account Type	A1	(C)urrent, (S)avings, (T)ransmission, Tele(B)ank or C(R)edit Card. Note that, currently, only Current, Savings or Transmission accounts are acceptable for ACB transfers.
Bank Account Number	A24	The employee's Bank Account Number. Leading zeros are not essential.
Bank Account Number Suffix	N4	Enter a 4 digit number suffix for the Bank Account
Bank	N2	Enter the Bank Number.
Branch Code	N6	The employee's Bank Branch Code. The Bank Code and Description, as entered in Bank / Branch Detail {FPRC-1} will display.
Employee Account Holder Name	A50	Employee bank account holder name. This field is used by "Generate Tax Certificates" {FPRT-1}
Employee Account Holder Relationship	N1	Employee Account Holder Relationship. This field is used by "Generate Tax Certificates" {FPRT-1} The values for this field may only be: 1. Own; 2. Joint; or 3. Third Party
Block 2: Income Tax Related Detail
Receiver of Revenue	A4	This field is mandatory. When an existing code is entered, as maintained in Receiver of Revenue Detail {FPRC-2}), the name is displayed.
Print IRP5	A1	The printing of a previously-printed tax certificate may be suppressed by means of this non-mandatory indicator. It defaults to null (i.e. “print certificate”) but can be set to “N” (i.e. “do not print certificate”).
Income Tax Number	A20	The employee's reference number with the above Receiver of Revenue. No validation is done on this field.
Tax Status	A1	The system defaults to the (redundant) old South African values, namely: “A” - Married Person; “B” - Unmarried (Single) Person; “C” - Married Woman. The default values may be left as is. The Marital Status, as defined in the person's biographical record, is also displayed for reference purposes.
Tax Table	A1	The tax table, to be used in tax calculations for the individual, defaults for display purposes only.

Example:

Block 2: Personal Salary Scale.

The salary scales applicable to this employee may be queried in this block. The scales can not be updated here, but are maintained with Individual Salary Scales {FPRI-3}.

Field	Type & Length	Description
Scale	N4	The code of the salary scale applicable to the individual.
Previous scale	N4	The code of the previous salary scale. Refer to Salary Scales Detail {FPRG-1} for more detail on this and the next three fields.
Start of Scale	N10
Increment	N10
End of Scale	N10

Block 3: Scales of Actual Rank.

The scales for the employee's Rank as entered on the last Service Record {PBOP-2} are displayed here these would normally be the same as the personal scales.

Field	Type & Length	Description
Rank	N5	The Rank of the latest continuous service period, as entered on the Service Record {PBOP-2}, of the employee.
Scale	N4	The Salary Scale linked to the Rank in Rank / Salary Scale Combinations {FPRG-2}.
Previous scale	N4	Refer to Salary Scales Detail {FPRG-1} for more detail on this and the next three fields.
Start of Scale	N10
Increment	N10
End of Scale	N10

Block 4: Scales of Approved Rank.

The scales linked to the rank entered on the employee's post, in Posts {PACS-4} are displayed here.

Field	Type & Length	Description
Post	A4	The Post of the latest continuous service period, as in the Service Record {PBOP-2}, of the person.
Rank	N5	The Rank linked to the Post on Posts {PACS-4}.
Scale	N4	The Salary Scale linked to the Rank in Rank / Salary Scale Combinations {FPRG-2}.
Previous scale	N4	Refer to Salary Scales Detail {FPRG-1} for more detail on this and the next three fields.
Start of Scale	N10
Increment	N10
End of Scale	N10

Example:

Block 5: Salary Notch Record.

The Salary Notch for each employee, effective at a particular date, is maintained in this block.

General information

If a new Service Record {PBOP-2} is created where the Appointment Type {FPRG-10} is "Pay by Claim", an entry will be created in the Salary Notch Records table for the employee with Effective Date equal to the Start Date of the Service Record and Notch equal to 0.
The system will not allow the entry of more than one Salary Notch Record, per employee, for any given payroll cycle. In the case of old (existing) records, the Salary Calculation program will use the last notch record applicable for the relevant cycle.
The program will not allow updates to existing records, except for:

The Barrier Notch Field.
Records for new salaried employees, where the notch value is 0.

Incorrect records may be deleted and re-entered, but at least one Notch Record must exist (If the only Notch Record is being deleted, a new Notch Record must be entered and both records must be committed simultaneously).
It is not advisable to delete previous notch records for a personnel member, as it may be used when Late Salary Calculations are done for the employee with the Single Salary Calculation {FPRN-3}.
Changes are logged and may be printed with the Audit Trial of Notch Changes {FPRNR1-28}.
The "On Line Notch Validation" (Validation Type N) in the Validation Control {FPRM-8} will validate that salary notch values for personnel are valid according to the salary scales applicable to each employee.

If the validation is switched on (i.e. set to Yes) the program will raise an error message when the user enters an invalid notch.
If the validation is switched off (i.e. set to No), the system will automatically present the user with the option to execute Validate Notches {FPRIV-21} upon exiting from this option.

When entering a Service Record {PBOP-2}, the Start Date is validated against the Effective Date of Notch Records. If a Notch Record exists where the Effective Date of the Notch is equal to or greater than the Start Date of the Service Record, the Notch record will need to be deleted first.

Fields in this option:

Field	Type & Length	Description
Personnel Number	N9	Personnel Number.
Effective Date	DD-MON-YYYY	The date from when a notch is active or will be used in salary calculations.
Notch	N10	The annual salary notch value. Due to access control, this field cannot be queried.
Appt Type	N2	The Appointment Type {FPRG-10} of the employee, as at the Effective Date.
Reason for Adjustment	A30	A free format field to allow the user to enter a reason for the notch (change).
Barrier Notch	N17	This field represents the Barrier Notch to be applied for the specific person, if applicable. The program Automatic Notch Increases {FPRN-1} will not perform automatic increases beyond the barrier salary notch. Due to access control, this field is cannot be queried.
Note	A2	A note code to describe the reason for a notch change, as defined in Notch Changes / Stop Payment Codes {FPRC-4} may be entered here.
Scale Cycle	N2	The scale cycle used when validating salary scales.
Scale Code	N4	If the notch entered falls within a valid salary scale, which is linked to the personal salary scales of the person, the scale code will display.
Backdated Date	DD-MON-YYYY	The date which the notch is backdated to (i.e. if salary increases were granted with effect from January 2015 but only implemented in July 2015, The effective date would be 01-Jul-2013 and the Backdated Date would be 01-Jan-2015)
Pensionable % of CTC	N3.3	The Pensionable percentage of the total Cost to Company Salary Package. Calculation method 'I' may be used to calculate Payroll Pensionable Salary transaction by applying this percentage to the Salary Notch Amount.
Total Package	A1	This field indicates whether the notch record represents a TGP (Total guaranteed Package) value if it is set to 'Y', if set to 'N' it represents the Basic Salary value.

Example:

Processing Rules
	No special processing rules

Date	System Version	By Whom	Job	Description
05-Jan-2007	v01.0.0.0	Allie de Nysschen	t126911	Update of date effective notch changes.
27-Mar-2007	v01.0.0.0	Charlene van der Schyff	t134073	New manual format.
22-Aug-2008	v01.0.0.0	Magda van der Westhuizen	t152258	Update manual: Language Editing - Juliet Gillies.
12-Oct-2009	v01.0.0.1	Goodman Kabini	t162423	Add the new Description for Salary Notch on Block 1 Table.
03-Feb-2010	v01.0.0.2	Goodman Kabini	t164600/ t163459	Add Employee Account Holder Name and Employee Account Holder Relationship fields on the Personnel Biographical - Page 3.
30-May-2011	v01.0.0.3	Goodman Kabini	f172837	Add more details about the Salary Notch Record in Block 5.
14-Mar-2012	v02.0.0.0	Sister Legwabe	t181413	Add details about Salary Notch Record in Block 5.
27-Jul-2012	v03.0.0.0	Frans Pelser	t178590	Reference to FPRG-10
05-Apr-2013	v03.0.0.1	Frans Pelser	t189917	Backdate Date`
13-Apr-2015	v03.0.0.2	Charlene van der Schyff	t206469	Added item and details for Bank Account Number Suffix
28-Oct-2016	v03.0.0.3	Sakhile Ntimane	t217815	Added generate payments on pay date
04-Sep-2017	v03.0.0.4	Sakhile Ntimane	t222983	Add Pensionable % of CTC
02-Sep-2020	v04.1.0.1	Kerrylee Naidoo	t245751	Update new term for (W)eekly to Fortnightly
29 Jun 2023	v04.1.0.2	Allie de Nysschen	t260995	Add the new TGP Indicator to the Notch Record