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This option allows for the quick creation of “Pay by Claim” personnel records, and requires only the mandatory information for identifying such people and for accurate STATS Reporting. This option is a combination of Biographical and Service record detail.
Paid by Claim employees are employees where the Appointment Type {PACS-1} is indicated as a (C)laims Type.
Only paid by Claim personnel may be appointed on this menu option. For more information regarding the salary or paid by claim indicator see menu option {PACS-1}.
| Field | Type & Length |
Description |
|---|---|---|
| Personnel Number | N9 | The Personnel Number of the person. Refer to the documentation on Personnel Biographical {PBOP-1} detail for more detail. |
| Surname | A30 | In this mandatory field (and also First Names below) the system will accept both upper and lower case characters. An internal convention in this regard should be established by the institution to ensure consistent and neat reports. |
| Initials | A6 | Up to six initials, preferably without embedded spaces, must be entered. |
| First Names | A40 | This is a mandatory field. |
| Nickname | A40 | This is an optional field. |
| Title | A4 | This is a mandatory field. The title should preferably be in the person's preferred language for correspondence purposes. Titles may be maintained in Title Types {GCS-9}. |
| Birth Date | DD-MON-YYYY | For South African Institutions, the system
will validate that only Appointment Types with no Inactive Date, or where the Inactive
Date is after the Start Date of the Service Record may be used. The first 6 numbers of the ID number must correlate with
the birth date. |
| Gender | A1 | This field is mandatory. (Male/Female). |
| Marital Status | A1 | This
field is mandatory. Allowed values are Divorced, Married, Single and Widow. |
| Group | N2 | The Group code for this person, as defined in Group
Codes {GCS-7}. The field is optional. |
| Appointment Type | N2 | The Appointment Type {PACS-1} of the employee for the
duration of the Service Record. Only Appointment Types with no Inactive Date, or where the Inactive Date is after the Appointment Date may be used. |
| Appointment Date | DD-MON-YYYY | The date of this person's most recent
appointment at this institution (i.e. if the person's service has
been interrupted, the date of re-appointment will be displayed here via
the service record). A future date may be entered; i.e. a
personnel record can be created before a person actually joins the
institution. This field cannot be updated. See Service Records {PBOP-2} for detail on promotion or re-appointment of personnel. |
| Resignation Date | DD-MON-YYYY | The date on which person resigned, or intends resigning. The field may be entered when a new record is created, but may not be updated for existing records. Resignation dates for existing records may be maintained in Service Records {PBOP-2}. Persons who have resigned, should be retained in the system for a number of years and may then be removed with Delete a Person {PAMT-2}. |
| Nature of Appointment | A4 | The nature of the appointment as defined in Nature of Appointment Codes {PACS1-2}. |
| Post | A4 | The code of the Post {PACS-4} that the employee will fill for the duration of the Service Record. |
| Salary FTE | N4 | The field reserved for future development purposes. |
| Rank | N5 | The Rank {PACS-2} of the employee for the duration of
the Service Record. This field is mandatory. The default value is the Rank that is linked to the Post {PACS-4}. |
| Stats Category | N2 | The Stats Category of the Person for the duration of the Service Record. Refer to the documentation Service Records {PBOP-2} for more detail. |
| ID Number | A13 | The system does not check on the control digit in the identification number.
The <LIST > function will display all persons with identical ID numbers in order to minimize the duplication of personnel records. Only Appointment Types with no Inactive Date, or where the Inactive Date is after the Start Date of the Service Record may be used. Inactive Date, or where the Inactive Date is after the Start Date of the Service Record may be used. When the cursor is moved across this field and a duplicate number is entered, the message “ID Number already exists” appears at the bottom of the screen; when the user acknowledges the message, the personnel numbers, surnames, initials, gender and dates of birth of the individuals will display in a "pop up" screen. The check on the ID number is done on the first 10 digits. For South African Institutions, the ID number is mandatory if The Nature of Person is A,C or M, but optional if the Nature of Person is B. |
| Passport Number | A15 | The employee's passport number may be recorded here. For South African Institutions, the Passport number is mandatory if the Nature of Person is A, C or M. and the ID number is not recorded. The <LIST> function will display all persons with identical Passport numbers in order to minimize the duplication of personnel records. When the cursor is moved across this field and a duplicate number is entered, the warning message “Passport Number already exists” appears at the bottom of the screen: when the user acknowledges the message, the personnel numbers, surnames, initials, gender and dates of birth of the individuals will display. |
| Country of Issue | N4 | The country that issued the passport, as defined in Citizenship Codes {GCS2-6} may be recorded in this field. |
| Issue Date | DD-MON-YYYY | The issue date of the passport may be recorded in this field. |
| Expiry Date | DD-MON-YYYY | The expiry date of the passport may be recorded in this field. |
| Campus Code | N2 | The (main) campus on which the person is active as defined in Campus Codes {SPCS-1}. This field is mandatory for all staff. The user restriction Personnel access per Campus (PCAM) may be used to restrict user access to records of employees to selected campuses. Refer to Maintain User Restrictions {PAMT-1} for more detail. |
| Nature of Person | A1 | Refer to the documentation on Service Records {PBOP-2} for detail. |
| Foreign Tax Employee | A1 | Refer to the documentation on Service Records {PBOP-2} for detail. |
| Service Record Indicator | A2 | Refer to the documentation on Service Records {PBOP-2} for detail. |
| Company,CC or Trust number | A16 | Refer to the documentation on Service Records {PBOP-2} for detail. |
| UIF Status | A2 | Refer to the documentation on Service Records {PBOP-2} for detail. |
| UIF Reason for Non Contribution | A2 | Refer to the documentation on Service Records {PBOP-2} for detail. |
| Fixed Tax rate | A1 | Refer to the documentation on Service Records {PBOP-2} for detail. |
|
This page contains the tax and UIF service record data, the same data fields appear on menu option {PBOP-2} Block 3 Page 3. When appointing a person for the first time the information entered here will be validated against the same validation and processing rules that apply when a service record is entered for promotion or insertion of new conditions. For more detail see menu option {PBOP-2} Block 3 Page 3.
|
| Processing Rules |
|
|---|---|
| 1 | No special processing rules. |
| Date | System Version | By Whom | Job | Description |
|---|---|---|---|---|
| 16-Jan-2007 | v01.0.0.0 | Charlene van der Schyff | t135482 | New manual format update |
| 10-Jan-2007 | v01.0.0.0 | Allie de Nysschen | t126911 | New manual format and date effective notches. |
| 07-Jun-2007 | v01.0.0.0 | Frans Pelser | T137726 | Inactive Date on Appointment Type |
| 30-Aug-2007 | v01.0.0.0 | Allie de Nysschen | t138771 | Apply new hemis changes (see t142756) |
| 26-Sep-2008 | v01.0.0.1 | Frans Pelser | T151619 | Functionality to block the creation of a new service record for certain personnel indicators. |
| 18-Nov-2008 | v01.0.0.1 | Charlene van der Schyff | t151940 | Edit language obtained from proof reading language Juliet Gillies. |
| 01-Mar-2012 | v03.0.0.0 | Frans Pelser | T180941 | Add Service Record Indicator |
| 30-May-2012 | v03.0.0.1 | Frans Pelser | T179759 | Add Foreign Tax Employee |
