TGP iEnabler Package Calculator: Configuration Rules {PTGP-1}

This Menu Option is used to maintain the iEnabler TGP (Total Guaranteed Package) Package Calculator rules.

    The Menu Option consists of eight Tabs:

1. TGP System Operational Definitions

o   Used for viewing and maintaining the System Operational Definitions (SOD’s) used in the iEnabler TGP Package Calculator process.

2. Appointment Type Conversion:

o   This option is used to define the conversion of Salary + Benefit Appointment Types to TGP Appointment Type.

3. Convert to TGP Salary Structure Period:

o   This option is used to control the period for which an employee appointed to a Salary + Benefit Appointment Type and Rank and / or Grade, may convert from a Salary + Benefit structure, to a TGP structure.

4. TGP Structure Components:

o    This option is used to define the TGP components of the TGP Package, to link the TGP ED Codes per component, in addition to general rules of the components.

5. TGP Component ED code:

o   This option is used to define the global Salary + Benefit ED Code that must be converted to the Global TGP ED Code, as setup in {FPRG-7} for the TGP Appointment type.

6. Salary + Benefits Individual Transaction Conversion:

o   This option is used to define the Salary + Benefit Individual Transaction’s ED Codes, to be converted to a TGP ED Code, in addition to Salary Levels and Reference Salary Levels as setup in {FPRG-7} for the TGP Appointment Type.

7. TGP Component Rules:

o   This option is used to define the rules per TGP Component with regards to which Component may be changed, available options for the change, period in which changes may be made, effective Payroll Cycle of the change etc.

8. Bonus Rules:

o   This option is used to define the Bonus rules for TGP Appointment types regarding the Tax on Bonus and Bonus Month that may be changed.

2.     Tab 1 – TGP System Operational Definitions

              This Tab is used for viewing and maintaining the global rules regarding the iEnabler TGP Package Calculator process.

              SOD’s are hard coded and will always display, the rule for each SOD is maintained by the user.

To save a record, click on the ‘Save’ icon; new records, changes as permitted to existing records must be saved or cleared before exiting.

To clear data captured, before saving, click on the ‘Cancel’ icon; clear records that have been created or changed but are not required.

  Example:

    Processing Rules

• Where LOV exists only valid values that exists on the LOV may
• No SOD’s may be deleted or added, only values for the SOD’s may be updated as per the rules above.

    Tab 2 – Appointment type Conversion

   This Tab is used to View and Maintain the conversion of Salary + Benefit Appointment Types to TGP Appointment Types. The Tab controls which TGP Appointment Type a Salary + Benefit            Appointment Type much be converted to, when personnel are changing to a TGP Structure.

    Search Area:

   The following default Search fields are displayed.  In addition, the Advanced Search Button may be used to refine the search criteria and the results that are returned.

    Results / Maintain

    Results:

    All existing Salary + Benefit Appointment Types linked to TGP Appointment Types will display here, depending on the values entered in the search area.  Existing records are maintained here, and     new records may be created here. 

    Maintain:

o   The following rules exists:

• A Salary + Benefit Appointment Type may only be linked to one TGP Appointment type. Salary + Benefit Appointment Types are defined on {PACS-1} Panel box 1, where the TGP Indicator is either to 'N' or is null.
• Multiple Salary + Benefit Appointment Types may be linked to the same TGP Appointment Type. TGP Appointment Types are defined on {PACS-1} Panel box 1, where the TGP Indicator is set to 'Y'

o   To save a record, click on the ‘Save’ icon; new records, changes as permitted to existing records must be saved or cleared before exiting.

o   To clear data captured, before saving, click on the ‘Cancel’ icon; clear records that have been created or changed but are not required.

    Example:


  
  Processing Rules

• Where LOV exists only valid values that exists on the LOV may be selected or entered.
• No Records may be deleted but an inactive date may be selected from the date icon if the record is inactive.
• New records may be added. 
• A Salary + Benefit Appointment Type may only be linked to one TGP Appointment Type.
• Multiple Salary + Benefit Appointment Types may be linked to the same TGP Appointment Type.

  Tab 3 – Conversion to TGP Structure Period

This Tab is used to control personnel appointed to a Salary + Benefit Appointment Types, with the relevant Rank and/or Grade converting to a TGP Structure.

Search Area:

The following default Search fields are displayed.  In addition, the Advanced Search Button may be used to refine the search criteria and the results that are returned.

   Results / Maintain

    Results:

    All existing Salary + Benefit Appointment types linked to TGP Appointment types will always display here, depending on the values entered in the search area, however existing records may be           maintained here, and new records may be created here. 

    Maintain:

o   The following rules exists      
 

• Personnel linked to a Salary + Benefit Appointment Type may convert to a TGP Appointment type that the salary and Benefit Appointment type is linked to in Tab 2 and will display here or may be selected if a new record needs to be created. The combination of Salary + Benefit Appointment Type, Rank and Grade will control which personnel will be allowed to convert to the relevant TGP Appointment Type.
• If a "-1" is selected in the Rank field, personnel linked to all Ranks for the Salary + Benefit Appointment Type will be allowed to convert to the relevant TGP Appointment type within the start and end date selected.
• If an "AZ" is selected in the Grade field all Grades for the Salary + Benefit Appointment Type will be allowed to convert to the relevant TGP Appointment Type within the start and end date selected.
•  Records that are relevant may be deleted or may be controlled by selecting start and end dates that will prevent personnel to convert.
• New Records may be created.

o   To save a record, click on the ‘Save’ icon; new records, changes as permitted to existing records must be saved or cleared before  

o   To clear data captured, before saving, click on the ‘Cancel’ icon; clear records that have been created or changed but are not required.

Processing Rules

• Where LOV exists only valid values that exists on the LOV may be selected or entered.
• Records may be deleted but the from to period that the record should be active from may be controlled selecting the from and to date from the date icon if the record should be inactive.
• New records may be added. 
• The combination of the Appointment type, Grade and Rank will control which personnel will be allowed to convert within the start and end date period.

Tab 4 - TGP Structure components

This Tab is used to View and Maintain the TGP Component Type definition and rules.

  Search Area:

The following default Search fields are displayed.  In addition, the Advanced Search Button may be used to refine the search criteria and the results that are returned.

The Reset button will clear the search fields.

    


    Results / Maintain

    Results: 

    All defined TGP Types are displayed here.

    Maintain:

o   The following rules exists:

• All TGP defined TGP Types are maintained here, restricted to the fixed list of TGP Types.
• Duplicate records are not allowed.
• A TGP ED Code can only be linked to one TGP Type.
• This forms the base for the TGP Package calculator as it defines which TGP Types are used within the client’s payroll setup.

o   To save a record, click on the ‘Save’ icon; new records, changes as permitted to existing records must be saved or cleared before exiting.
o   To clear data captured, before saving, click on the ‘Cancel’ icon; clear records that have been created or changed but are not required.

   Processing Rules

• Where LOV exists only valid values that exists on the LOV may be selected or entered.
• Records may be deleted or made inactive by selecting an inactive date from the date icon.
• All the TGP Components used in the TGP Salary structure as setup on {FPRG-7} must be defined here.
• New records may be added restricted to the LOV containing TGP Types.
• The TGP Type definition will determine based on the option selected whether a specific TGP Type is mandatory, may be changed or not, may be selected as a new TGP type as part of a person’s TGP Salary structure or not.
• If DSR Required is set to Yes, then the user will be required to upload documentation as proof for the change to the TGP changes.
• If Approval required is set to Yes, then any changes to the specific TGP Type will require approval by the relevant person in order to change the person's TGP Salary structured package. 
• The combination of the Appointment type, Grade and Rank will control which personnel will be allowed to convert within the start and end date period.
• Please note not all TGP Types may be defined here as they may be automatically calculated (Non-Pensionable Allowance is a typical example). 
• The TGP Types that you can define here will appear on the LOV.

Tab 5 - TGP Component ED code

    This Tab is used to View and Maintain the conversion of Salary + Benefit ED codes to TGP Salary Structure ED codes.

    When converting to a TGP Salary structure the TGP Components (ED Codes) as setup in {PTGP-1 Tab 4) and should be represented by Salary + Benefit ED codes or a combination thereof.

    I.E., if Housing Allowance forms part of a person's TGP (Total Guaranteed package) then a TGP Component - Housing Allowance should be defined.  In order to convert to a TGP Salary                 structure the Salary + Benefit ED code for Housing Allowance should convert to the TGP Component - Housing allowance. This option makes this process possible by indicating what the TGP           Housing Allowance component ED Code is, in addition to what the Salary + Benefit ED code that should convert to its TGP Counterpart.

    Typically, non-regular income such as Overtime do not form part of a person Salary Package as it is paid on top of the normal Salary package.

    Please note: some TGP Components like Medical aid might have multiple Salary + Benefit Ed codes that must be linked to the TGP Component as multiple medical aid options exists.

    In order to ensure all relevant versions of the Salary + Benefit ED codes are converted correctly the system caters for a salary level range to be included when the conversion takes place.

    Please Note: New records may be created here, updated, made inactive by selecting the relevant inactive date from the date icon or deleted.

    This setup will be critical for conversion from Salary + Benefit salary structures to TGP Salary structures.

  Search Area:

  The following default Search fields are displayed.  In addition, the Advanced Search Button may be used to refine the search criteria and the results that are returned.

  The Reset button will clear the search fields.

    


    Results / Maintain

    Ensure that all Global ED codes that forms part of your Salary + Benefit salary structure is linked to the correct TGP Salary structure ED code linked to the relevant TGP Type     in order for conversions to balance.    

    Results: 

    All Salary + Benefits with relevant Salary levels that is linked to TGP Salary structure ED codes to be displayed depending on the search information entered.

  Maintain:

o   The following rules exists:

• All Salary + Benefit ED codes to be linked to TGP Salary structure ED codes.
• Duplicate records are not allowed.
• When Converting from a Salary + Benefit Salary Structure to a TGP Salary Structure, this forms the base for the TGP Package calculator to convert the correct ED codes and amounts as defined to calculate the TGP Salary structure. 

o   To save a record, click on the ‘Save’ icon; new records, changes as permitted to existing records must be saved or cleared before exiting.

o   To clear data captured, before saving, click on the ‘Cancel’ icon; clear records that have been created or changed but are not required.

   Processing Rules

• Where LOV exists only valid values that exists on the LOV may be selected or entered.
• Records may be deleted or made inactive by selecting an inactive date from the date icon.
• New records may be added restricted to the LOV containing TGP Types.

Tab 6 - Salary + Benefits Individual Transaction Conversion

This block is used to View and Maintain the conversion of Individual Salary + Benefit ED codes and correct Salary levels to Individual TGP Salary Structure ED codes, Salary levels and Reference levels.

  Search Area:

The following default Search fields are displayed.  In addition, the Advanced Search Button may be used to refine the search criteria and the results that are returned.

The Reset button will clear the search fields.

    


    Results / Maintain

    Ensure that all individual Salary + Benefit ED codes that forms part of all personnel that is not included in the Global ED code setup of the Salary + Benefit salary structure is     linked to the correct Individual TGP Salary structure ED code in order for conversions to balance.    

    Results:

    All Individual Salary + Benefits ED codes with relevant Salary levels that is linked to Individual TGP Salary structure ED codes with salary level and reference level will be displayed depending on       the search criteria entered. 

  Maintain:

o   The following rules exists:

• All relevant Individual Salary + Benefit ED codes to be linked to Individual TGP Salary structure ED codes, please ensure the from to Salary level of the Salary + Benefit ED codes are defined correctly else the ED codes will not convert.
• Duplicate records are not allowed.
• When Converting from a Salary + Benefit Salary Structure to a TGP Salary Structure this may be critical for the TGP Package calculator to convert a person correctly from Salary + Benefit salary structure to a TGP Salary Structure as not all ED codes are global ED codes, and many are individual advised ED codes.

o   To save a record, click on the ‘Save’ icon; new records, changes as permitted to existing records must be saved or cleared before exiting.  

o   To clear data captured, before saving, click on the ‘Cancel’ icon; clear records that have been created or changed but are not required.

Processing Rules

• Where LOV exists only valid values that exists on the LOV may be selected or entered.
• Records may be deleted or made inactive by selecting an inactive date from the date icon.

Tab 7 – TGP Component Rules

This block is used to View and Maintain the Rule Parameters per TGP Component, for TGP Appointment Types. This Tab controls the rules that are applied and changes that may be made to TGP components, by personnel who are on a TGP structure and for new personnel structuring their package.

    Search Area:

The following default Search fields are displayed.  In addition, the Advanced Search Button may be used to refine the search criteria and the results that are returned.

    Results / Maintain

    Results:

    Existing TGP type rule parameters will display here depending on the detail entered in the search Area. 

     Maintain:

o   The following rules exists:

• Personnel linked to a TGP Appointment Type, Rank and Grade, From and To Age (if applicable) will control which personnel will be allowed to change specific TGP Components based on the TGP Type and date range for which the rule is set up.
• The records that are created here will create rule parameters for changes to a specific TGP Type i.e., Min and Max Amt entered here will allow a person to change his specific TGP Component with a value between the Min and Max amount.
• If a "-1" is selected in the Rank field, the rules defined will be applicable to all personnel linked to the TGP Appointment Type, within the Start and End Date.
• If an "AZ" is selected in the Grade field the rules defined will be applicable to all personnel linked to the TGP Appointment Type within the Start and End Date.
• Please note only one rule per record may be created or used, if conflicting rules are identified, the first rule that is selected will be used, the following fields may be used or used in conjunction to setup rules for changes:

•        Min % of Pensionable Earnings and Max % of Pensionable earnings
•        Min Amount and Max Amount
•        Max % of Pensionable percentage and the Pensionable Salary ED code (this field is optional) 
•        Max % of TGP Total Package value
•        Old fund code, Old fund Code Reference and New fund Code and New Fund Code Reference   
•        ED Code and % of ED Code           

•  The From and To date will determine the period that will be available in which a person may change the value of a TGP Component.
• The Effective Cycle determines in which payroll cycle the change will take effect.  If this field is left null, then the change should take effect immediately, however the change will only take effect once approved and if approved on or before the cut-off date it will go into the current payroll cycle else into the next payroll cycle. 
• Records may be updated.
• Records that are not relevant may be deleted.
• New Records may be created.

o   To save a record, click on the ‘Save’ icon; new records, changes as permitted to existing records must be saved or cleared before exiting. 

o   To clear data captured, before saving, click on the ‘Cancel’ icon; clear records that have been created or changed but are not required.

Processing Rules

• Where LOV exists only valid values that exists on the LOV may be selected or entered.
• The combination of the Process type, TGP Type, Appointment type, Grade, Rank, from and to Age as well as the specific rule parameters will control which group of personnel will be allowed to apply specific changes to a specific TGP Component.
• Contradictory rules are not allowed, please note the system caters for an option where all grades and all ranks may be included in one rule, if a second rule is now setup for the same appointment type, process type and TGP type but a different rank with different rules a contradictory rule exists and the system will always select the rule that includes all grades and ranks. Please note the same may apply for setting up rules for process type ALL as well as a similar rule for Existing personnel with different rules please take care in setting up rules to prevent contradictory rules.

Tab 8 – Bonus Rules

This block is used to View and Maintain the Rule parameters for TGP Bonus Component Type, in addition to allowing personnel to set their Tax on Bonus to either Monthly or Annual.  This may be applied to either existing personnel and / or new personnel structuring their package.

    Search Area:

The following default Search fields are displayed.  In addition, the Advanced Search Button may be used to refine the search criteria and the results that are returned.

    Results / Maintain

    Results:

    Existing TGP type rule parameters will display here depending on the detail entered in the search Area. 

    Maintain:

o   The following rules exists:

• Personnel linked to a TGP Appointment Type, Rank and Grade, will be allowed to change specific TGP Components based on the TGP Type and date range for which the rule is set up.
• The records that are created here will create rule parameters for changes to a specific TGP Type.
• If a "-1" is selected in the Rank field, the rule will apply to all personnel linked to all Ranks for the TGP Appointment Type.
• If an "AZ" is selected in the Grade field, the rule will apply to all personnel linked to all Grades for the TGP Appointment Type.
• Bonus Option
• This will determine which options are available for personnel to choose from regarding Tax on Bonus and the Bonus Month.
• TB - Tax on Bonus
• A-Annually
• M - Monthly
• BM - Bonus Month
• X - No Bonus
• S - Subsidy Bonus month = Apr (for birth month Jan-Mar), rest=Birth month
• D - December Bonus month
• J - January Bonus month
• B - Birth Month Bonus month

• Please note multiple options may be available but have to be setup accordingly.
• If a person does not want a bonus, the Bonus provision on the previous screen cannot be altered to state that the pensionable % = 0, the person must select the Bonus option 'X’ No Bonus which will set his/her bonus month to 0. 
•  The From and To date will determine the period that will be available in which a person may change the value of a specific TGP component.
• The Effective Cycle determines in which payroll cycle the change will take effect, if this field is left null then the change will take effect immediately, however the change will only take affect once approved and if approved on or before the cut-off date it will go into the current payroll cycle else into the next payroll cycle. 
• Records may be updated.
• Records that is not relevant may be deleted.
• New Records may be created.

o   To save a record, click on the ‘Save’ icon; new records, changes as permitted to existing records must be saved or cleared before exiting. 

o   To clear data captured, before saving, click on the ‘Cancel’ icon; clear records that have been created or changed but are not required.

Processing Rules

• Where LOV exists only valid values that exists on the LOV may be selected or entered.
• The combination of the Process type, TGP Type, Appointment type, Grade and Rank as well as the specific rule parameters will control which group of personnel will be allowed to apply specific changes to a specific Bonus TGP Component.
• Contradictory rules are not allowed, please note the system caters for an option where all grades and all ranks may be included in one rule, if a second rule is now setup for the same appointment type, process type and TGP type but a different rank with different rules a contradictory rule exists and the system will always select the rule that includes all grades and ranks. Please note the same may apply for setting up rules for process type ALL as well as a similar rule for Existing personnel with different rules please take care in setting up rules to prevent contradictory rules.

• Overview of the TGP process

History of Changes