Pro Forma Payslip {FPRI-25}

This powerful facility may be used for: answering employees' queries regarding the current pay cycle or any future pay cycle, or for calculating payments in advance. The report is produced on the screen or on plain stationery: it displays relevant biographical and salary-related detail, as well as all calculations and methods used in arriving at a person's predicted net salary for a given pay cycle. The calculation takes all global and individual transactions into account, which will be valid during the cycle of the pro forma.

General information

The program will do complete salary calculations without writing any transactions to the salary transactions file. For detail about the salary calculation, refer to the Salary Calculation Procedure.

Warning message are provided if:

If there are future (A)pproved Claims against Secondary Appointments {FPRIC-1} which have not yet been Copied to the Payroll {FPRIC-3}.
If the person has staff loan(s), which will be active during the pro forma cycle.

Please note that the calculation cannot take such future events into account, since individual advices do not yet exist it does not know whether the future claim will in fact be paid, nor whether the staff loan will perhaps be redeemed faster than normal via advised repayments.

The program will also give a warning message if a future salary increase has been given.

For pro formas requested for future periods, the following is done:

The system checks whether a calculation has been done for the previous pay cycle.
If none have been done and this is not the first month of the tax year or the person's appointment month, then a normal tax calculation is done.

The reason is that a pro forma could be drawn far into the future. For example, it could be drawn after the April salary calculations for a person's resignation month, which is December, with no transactions in the database for the seven actual calculations that are still to be done between May and November - in which case cumulative tax calculations could be incorrect.

User Selection	Prompt Text ^{* an item between square brackets [ ] is the default answer}	Type & Length	Comments
1	Must a Cumulative Tax Calculation be Done? (Y)es / (N)o [N].	A1
2	Display Non-Printables on the Pro-Forma? (Y)es / (N)o.	A1
3	Print Tax Codes (Y)es / (N)o.	A1	The Tax Codes linked to the salary transaction may be displayed
4	Supply Employee Number for the Salary Calculation or <Return> to Exit.	N9	Numerous Employee / Cycle Combinations may be supplied
5	Supply the Weekly on Monthly Cycle for the Salary Calculations.	YYYYWW or YYYYMM

Example:

History of Changes

Date	System Version	By Whom	Job	Description
14 Dec 2006	v01.0.0.0	Frans	t109865	Date Effective Dependents.
16-Apr-2007	v01.0.0.0	Charlene van der Schyff	To be inserted	New project.
21-Aug-2008	v01.0.0.0	Magda van der Westhuizen	t152258	Update manual: Language Editing - Juliet Gillies.
05-Oct-2009	v01.0.0.1	Charlene van der Schyff	t162254	Insert the correct link to Salary calc manual.
25-Jul-2012	v03.0.0.0	Frans Pelser	t178590	(A)pproved Claims
21-Jan-2016	v03.0.0.1	Sakhile Ntimane	t209237	Add Print Tax Codes
02-Feb-2017	v04.0.0.0	Sakhile Ntimane	t219225	Change Image