Totals
Use totals to manage adjustments of the contribution brackets, of cappings (reduction for example) and of totals by period and by employee.
Updating the value of a total is set up in the headings, and performed during the payroll calculation.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Presentation
Enter the main characteristics of the total.
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Fields
The following fields are present on this tab :
Total
| Indicate the total code being searched or to be created. The totals are used to manage adjustments of the contribution brackets, of cappings (reduction for example) and of totals by period and by employee. Updating the value of a total is set up in the headings, and performed during the payroll calculation. |
| In multi-legislated folders (where the LEG activity code is active), the Legislation fields are displayed.
If a legislation is entered in the record header, other fields entered must follow any rules applicable to the legislation. If a legislation is not entered in the record header, it might be deduced from another element (such as the company, site, or employee) and again, other fields entered must follow any rules applicable to the legislation. If a multi-legislation group of companies is selected, other fields entered must follow any rules applicable to the legislation of at least one company in the group. Example If you select a group of British (BRI) and French (FRA) legislation companies, you cannot enter a value in a field that is only applicable to the South African (ZAF) legislation. In single legislation folders (where the LEG activity code is not active), the Legislation fields are not displayed. |
| Specify the title associated with the total code. It must be as explicit as possible. This title is displayed in certain screens, windows and reports. |
General
| Title used in some screens or reports when there is not enough space for a long title. |
| Associate a theme with the element of the current payroll plan. The theme is used to classify the headings and to facilitate:
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| Assign an activity code to this record. If the activity code assigned is inactive, the record is not available. |
| Assign an access code to this record, so that its access can be controlled upon inquiry or modification. |
Periodicity
| Indicate the total frequency. Total frequencies are managed in local menu 10334 – Total frequency.
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Options
| Check this box if you want this total to be an intermediate total. Intermediate totals are used as totalizator upon payroll calculation. They are not saved in the payroll history. |
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| Employee totals can be calculated at the following levels: |
| The total will be reset to zero when a contract ends, if this box is checked and if the "RTZ of totals in case of departure" box of the concerned contract record is checked. |
Reports
| Specify the label that will be printed on the payslip for the total.The label length must not exceed 15 characters for the titles of the table columns to be entirely visible at the bottom of the payslip.For the titles of the table columns relating to the witholding tax, you can use more characters. |
| Check this box if you want this total to be displayed when printing the payroll history. |
| Check this box if you want this total to be displayed when printing an individual record. |
Formulas
| The totals frequency defines reinitialization months (for example, January for an annual frequency). When a new payroll is generated so that the employee's last payroll is prior to and the new payroll is posterior or equal to the reinitialization month, the reinitialization of the total is performed on the new payroll. If the field is not specified, the total is simply reset to zero. Otherwise, the total is assigned to the value resulting from the reinitialization formula assessment. This formula can retrieve any total value before reinitialization. |
| The initialization formula is used to 'initialize' a total on the first payroll. If this field is specified, the total will be assigned to the value resulting from the initialization formula assessment. This formula can refer to a heading, a variable, a total and / or an employee field. If a variable is used here, make sure that it is associated with an entry page of folder, company, site or employee level. |
Comments
| Enter a comment relating to the total on 3 lines of 80 characters. This field is optional. |
Total payroll
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Reports
By default, the following reports are associated with this function :
LISTCUM : List of totals
This can be changed using a different setup.