Employees

• Matching tolerance (field MATTOL)

Single code identifying the matching tolerance. This code can contain up to five signs.

• Description (field TOLDESAXX)

• Unit of measure (field TOLUOM)

Unit of measure used during the Three-way match process. If the unit of measure of the receipt line or purchase invoice is different from the Three-way match unit, the quantity is converted before the comparison is made. If the conversion of this unit of measure does not exist in the product record or Unit conversions function, the 'Not unit conversion' message is displayed at the match status level.

• Currency (field TOLCUR)

Currency used for the Three-way match (reconciliation of the purchase price or the total amount).
If the receipt line currency or invoice currency is different from the Three-way match currency, the amount is converted before the comparison is made. If no currency conversion exists between the receipt/invoice currency and the Three-way match currency, the message "No currency conversion" is displayed in the match status.

• Control (field IQSCTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Percentage (field IQSPER)

Specify a percentage that the matched document must not go below when invoice quantity is compared to the receipt quantity or the receiving quantity on a purchase order to still be accepted for processing

• Quantity (field IQSQTY)

Specify a quantity that the matched document must not go below when invoice quantity is compared to the receipt quantity or the receiving quantity on a purchase order to still be accepted for processing.

• field IQSUOM

• Action (field IQSACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field IQECTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Percentage (field IQEPER)

Specify a percentage that the matched document cannot exceed when invoice quantity is compared to the receipt quantity or the receiving quantity on a purchase order to still be accepted for processing

• Quantity (field IQEQTY)

Specify a quantity that the matched document cannot exceed when invoice quantity is compared to the receipt quantity or the receiving quantity on a purchase order to still be accepted for processing

• field IQEUOM

• Action (field IQEACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field UIUCTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Percentage (field UIUPER)

Specify a percentage that the matched document must not go below when compared to the unit cost on a purchase order line to still be accepted for matching

• Amount (field UIUAMT)

Specify an amount that the matched document must not go below when compared to the unit cost on a purchase order line to still be accepted for matching

• field UIUCUR

• Action (field UIUACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field OIUCTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Percentage (field OIUPER)

Specify a percentage that the matched document cannot exceed when compared to the unit cost on a purchase order line to still be accepted for matching

• Amount (field OIUAMT)

Specify an amount that the matched document cannot exceed when compared to the unit cost on a purchase order line to still be accepted for matching

• field OIUCUR

• Action (field OIUACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field UILCTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Percentage (field UILPER)

Specify a percentage that the matched document must not go below when compared to the purchase order extended line amount to still be accepted for matching

• Amount (field UILAMT)

Specify an amount that the matched document must not go below when compared to the purchase order extended line amount to still be accepted for matching

• field UILCUR

• Action (field UILACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field OILCTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Percentage (field OILPER)

Specify a percentage that the matched document cannot exceed when compared to the purchase order extended line amount to still be accepted for matching

• Amount (field OILAMT)

Specify an amount that the matched document cannot exceed when compared to the purchase order extended line amount to still be accepted for matching

• field OILCUR

• Action (field OILACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field QSCTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Percentage (field QSPER)

Specify a percentage that the matched document must not go below when compared to the receiving quantity on a purchase order to still be accepted for processing

• Quantity (field QSQTY)

Specify a quantity that the matched document must not go below when receiving quantities related to a specific purchase order line to be accepted for matching

• field QSUOM

• Action (field QSACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field QECTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Percentage (field QEPER)

Specify a percentage that the matched document cannot exceed when compared to the receiving quantities related to a specific purchase order line to still be accepted for processing

• Quantity (field QEQTY)

Specify a quantity that the matched document cannot exceed when receiving quantities related to a specific purchase order line to be accepted for matching

• field QEUOM

• Action (field QEACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field ERCTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Days (field ERDAYS)

Specify the maximum number of days before the expected receipt date that the shipment can be received. If the shipment date is within the date range specified, it passes the matching process.

• Action (field ERACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Control (field LRCTL)

Select this check box to enable Percent and Quantity / Amount field to specify threshold that the matched document can exceed when performing three way matching.

• Days (field LRDAYS)

Specify the maximum number of days after the expected receipt date that the shipment can be received. If the shipment date is within the date range specified, it passes the matching process.

• Action (field LRACT)

Select the action to take when the variance exceeds the specified tolerance. Select Warning to display a warning, but proceed with processing. Select Blocking to to display an error and stop the processing. Blocking can be overridden in Purhcase Invoices with appropriate security, but it cannot be overrided in Receipts.

• Date (field CTRDAT)

Specify the date on which the contract mentioned hereafter becomes effective.
The date is the hiring date when the 'Hiring date initialization' field is selected in the Reasons for arrival of an employee function;
Otherwise, it is the date on which a contractual modification which justifies the generation of an additional clause is taken into account.

• Contract (field CTRNUM)

The work contract number is entered automatically when the employee's ID number is entered.

• Employees with multiple contracts:they can have several contract chronos at the same time.
  
• Employees who do not have multiple contracts:the contract and the additional clauses are archived on the same contract chrono.  
  It is possible to create another successive contract chrono in case of reentry after a final exit, and not to retrieve any totals.

• Date (field WCTRDAT)

Specify the date on which the contract mentioned hereafter becomes effective.
The date is the hiring date when the 'Hiring date initialization' field is selected in the Reasons for arrival of an employee function;
Otherwise, it is the date on which a contractual modification which justifies the generation of an additional clause is taken into account.

• field ICO

• Nature (field NATCON)

Indicate the contract nature of the employee.
This field is used for DADS-U declarations.

• Fixed-term contract reason (field CDDGRD)

• Site (field ETRFCY)

Indicate the site the employee is assigned to.

• Department (field ETRSRV)

• Profile (field PROPRF)

• Job type (field TYPJOB)

No help linked to this field.

• PT rate (field RATMIDWRK)

Specify the rate corresponding to the part-time work of the employee.
This field is used for DADS-U declarations.

• Job (field POT)

• Executive status (field JOBPOT)

• Payslip title (field JOB)

No help linked to this field.

• Title (field STAEMP)

• Weekly hours (field HRSWEK)

• Monthly hours (field HRSMTH)

• Seniority date (field DATANC)

Mention the reference date for the calculation of the employee's seniority.
By default, no seniority bonus will be calculated for the employee.

• Temp agency (field AGNMIDWRK)

Indicate the name of the temp agency the employee ID number depends on.

• Collective agreement (field CLLCVT)

No help linked to this field.

• Reference planning (field PLNTYP)

• WA risk (field RSKWRK)

• Title (field PLNDES)

• Contract end date (field XITDAT)

• Final (field XITFNL)

• End reason (field XITGRD)

• Departure for leave (field XITLEA)

• Telephone (field PFLTEL)

Enter the telephone number.
The entry format for this field depends on the country.

• Mobile phone (field PFLMOB)

• Email (field PFLEML)

• Disabled worker (field FLGHDC)

Select this check box if the employee's daily activity is limited by a situation of long-term disability, a health problem or difficulties related to their tasks. Otherwise, leave this box cleared.

If you select this box, you must also enter a start date.

• Disability reason (field DISRSN)

• Disability notes (field HDCNTE)

• Type of disability (field HDCTYP)

• Exempt certificate (field EXOATTNUM)

• Foreign worker (field STG)

Specify whether the employee is of foreign nationality. If this is the case, specify the number and expiry date of their residency permit, and/or the number and expiry date of their work permit. This field is used for DADS-U declarations.

• Residence permit (field STYCRD)

• Valid to (field DATSTY)

• Work permit (field WRKCRD)

• Valid to (field DATWRK)

• Frontier worker (field BORWRK)

• Work abroad (field ABRWRK)

• Handicap rate (field HDC)

Your degree of disability caused by your disease or long-term health problem. Specify in percentage your degree of disability in relation to the carrying-out of your tasks. This field is optional.

• Start date (field DATSTRHDC)

The date from which the inability assessment related to your disease applies. The date is mandatory if the check box 'Disabled worker' Is selected. It means that your activities are limited due to a disease or a long-term health problem.

• End date (field DATENDHDC)

End date of the disability situation if it is planned. This box should not be selected if the duration of the disability situation is not defined.

• Contact (relationship) (field RESPO)

• Employee ID (field CHEF)

This field is used to define the ID numbers of the current user's direct supervisors. This information is used in the workflow setup, in the organizational chart.

• Family name-first name (field CHEFNAM)

• Authorizations (field HAB)

An authorization is a certification which is useful or necessary for the practice of an activity. Certain safety standards require authorizations and renewals with due dates. They can be specific to a task or a place of work. Depending on the position of the employee, they may be recommended or mandatory.

• Granting date (field HABSTR)

The date when the authorization was obtained is the date of delivery of the certification or the date of the latest renewal.

• Place of issue (field HABPLC)

Location where the authorization was obtained.

• Valid to (field HABEND)

The validity end date of the authorization corresponds to the date beyond which the certification is no longer valid. It may be renewed on this date.
A certification which does not require a renewal has no validity end date. For example, a first-aid certificate remains valid several years provided the certification is renewed. A category-B driver's license stays acquired.

• To renew (field HABFLG)

This field is used to specify whether the authorization should be renewed. On creation, the field is defaulted to the value 'No'. This field and the associated renewal date are controlled when the training requests are automatically generated. They are also controlled when the authorizations are updated once an employee had a training.

• Comments (field HABCMT)

No help linked to this field.

• field NBRPAS

• Number (field PASNUM)

• Date (field PASDTE)

• Place of issue (field PLCISS)

• Country (field PASCRY)

• Issuing authority (field ISSAUZ)

• Expiration date (field EXPDAT)

• Non-resident worker (field NONRSD)

• Start date (field NONRSDSTR)

• End date (field NONRSDEND)

• Item type (field ITMTYP)

• Item model (field ITMMDLNUM)

• Issue date (field DATISS)

• Return date (field DATRTR)

• Private account (field BPR)

The individual account associated with an ID number is used in the following three cases:

 When the payroll MO is calculated, if control accounts are set up in the payroll heading accounting interface.

 When the payment slips are validated, if control accounts are set up in the accounts associated with the payment type.

 When the profit-sharing elements are posted, if control accounts are set up in the accounts associated with the profit-sharing codes.

If this field is entered and an accounting is associated with the folder, this field must match a BP-type account.

• Accounting code (field ACCCOD)

The accounting modifier associated with an employee ID is a code referenced in the Access codes table. An employee-type accounting code, with the form xxx10, and which applies to a 64100 account, will return the 64110 account.

• Distribution key (field DSP)

Use the analytical distribution keys to automatically distribute the amount of a general accounting posting line onto several analytical lines based on weighing coefficients.

The analytical distribution key contains one to ten alphanumeric characters.

• Title (field DSPDES)

• Dimension type (field DIE)

• Dimension (field CCE)

• Initialization (field INICCE)

Specify the default allocation key or dimension for each dimension type. These elements can be used to initialize the analytical time entry and the analytical entry of each salary slip, based on the initialization type associated with each dimension type.

The four initialization types are the following:

Conservation

The analytical allocation is identical to that of the previous payroll.

Cancellation

No analytical distribution

Standard

Default dimension

Time upd

Based on the analytical allocation of the time entered over a given period.

• Type (field TYPPAY)

Specify the payment type (Salaries, Prepayments) concerned by the information in the current line. If there is no information associated with the payment type chosen, the default payment type, set up in the payments, will be considered, per employee and payment method.

• Method (field MODSTL)

Specify the payment method among the following choices:

• Transfer or SEPA SCT transfer,
• Cheque,
• Cash.

This field is used in all payment functions.

• Bank (field CPYBAN)

Field with information purposes, generally not entered.

• Bank account type (field BANACCTYP1)

• Bank short name (field BANSHONAM)

• Beneficiary (field BNF)

Specify the recipient of the payments made for the employee. By default, this field is initialized with the name and first name of the employee. Specifying this field is mandatory. It is used in all payment functions.

• B/Soc roll no (field BSOROL)

• Country code (field BIDCRY)

Specify the country of the paying bank. The default country is the local one. This field determines the entry format of the bank account number and the consistency control rules.

• Account number (field BNKACCNUM)

• Agent (field AGNID)

• Sort code (field BNKSRTCOD)

• IBAN code (field IBAN)

This field is used to specify the IBAN (International Account Number) of the employee's bank account. The IBAN is the international identifier of the bank account. It is necessary for the automated processing of transfer and deduction operations in France and abroad. It is calculated in the employee's bank details if the country of the RIB is entered (ISO code) and the 'IBAN management' check box is selected for this country.

• IBAN code (field IBAN2)

• Bank acct. number (field BIDNUM)

Specify the bank account number of the employee. The entry format and consistency control depend on the country code previously entered. This field is used when printing employee payment slips and when generating bank transfers electronically.

• Currency (field CUR)

No help linked to this field.

• Nonresident (field ACCNONREI)

This field is used to specify whether the employee is resident or non-resident. It is useful for the generation of SCT payments. This parameter is defaulted to the value 'No'.

  The "resident" term means:

• The French or foreign legal persons (with the exception of diplomatic and consular representations) because of them being established in France
• The physical persons (including foreign) having their main center of interest in France

The "non-resident" term refers to the other legal and physical persons, including those of French nationality (with the exception of civil officials), who acquire the quality of non-resident the moment they settle abroad.

• BIC code (field BICCOD)

This field allows the BIC code (Bank Identifier Code) of the employee's bank to be entered. The BIC is the bank's international identifier. It belongs to a list which is updated regularly. It is necessary for the automated processing of transfer and deduction operations in France and abroad.

• Bank account type (field BANACCTYP)

Use this field to mention the bank account type:

• Check account
• Savings account
• Current Account (without credit card)
• Bond account

• Bank branch number (field BANBRCNUM)

Use this field to enter the code identifying the agency within which this bank account has been opened. It can be a local or universal agency code.

• Account relationship (field BNKACCREL)

Use this field to mention this bank account holder. It can either be your own bank account established in your name, a joint bank account held with another person, or an account opened in the name of another person.

• Account holder name (field BNKACCNAM)

Enter the name of the account holder. This name must be identical to the account holder name who has been registered with the bank.

• Payment split (field PAYSPT)

• % (field PAYPCT)

This is used to distribute the amounts of similar payment type among different beneficiaries by assigning these a percentage of the total sum to pay.

• Amount (field PAYAMT)

• Paying bank 1 (field PAB1)

No help linked to this field.

• Paying bank 2 (field PAB2)

• Address 3 (field PAB3)

• Address 4 (field PAB4)

• Intermediary bank name (field MIDPAB1)

• Intermediary bank address 1 (field MIDPAB2)

• Country code (field MIDCRY)

• Comments (field EMPCOM)

• BACS reference (field BACREF)

• Default (field BNKDEF)

• IBAN code (field IBANMID)

• Economic reason (field BDFECOCOD)

This field is used to enter the economic reason code to apply to the employee during the generation of the SCT transfer.
This field is not required if the employee is a resident and is paid in Euros.

In the list of economic reason codes in force for 2011, this code is E09 for the salaries and other amounts paid to the employees.
The list of economic reason codes can be updated following the evolution of the European directives and based on user requirements: this list is customizable in miscellaneous table 309.

From January 2011, the economic reason code is necessary in only a few cases:

• For transfers with a countervalue in Euros larger than 50,000 Euros
• With non-resident counterparts and not belonging to the SEPA area
  In this case, the threshold to enter is AMTVIR3 (parameter value of the PAY chapter, RGL group)
  If the economic reason code should not be triggered in any other case, the AMTVIR1 and AMTVIR2 thresholds must be entered with a maximum level;
• Thresholds are read upon automatic payment proposal and they can display the economic reason code in the slip.

The economic reason code is calculated automatically in the three following cases: 

• First case:
• The transaction currency is the Euro.
• The country of the target bank is in the Euro area: this information is derived from the country code of the employee's bank ID number. A check is run to confirm that the country belongs to the Euro area (box 'EU' selected).
• The employee's account is an non-resident account (see the employee record).
• The payment amount is larger than or equal to 50,000 Euros (amount corresponding to the AMTVIR1 parameter).
  
• Second case:
• The transaction currency is the Euro.
• The country of the target bank is outside of the Euro area: this information is derived from the country code of the employee's bank ID number. A check is run to confirm that the country does not belong to the Euro area (box 'EU' cleared).
• The employee's account is an non-resident account (see the employee record).
• The payment amount is larger than or equal to 12,500 Euros (amount corresponding to the AMTVIR2 parameter).
  
• Third case:
• The transaction currency is not the Euro.
• The employee's account is an non-resident account.
• The payment amount is larger than or equal to 12,500 Euros (Euro countervalue) (amount corresponding to the AMTVIR3 parameter).

The economic reason code is calculated when the employee ID is entered. It is recalculated if the amount or the bank ID number are modified.

• Date (field PARDAT)

• Date (field WPARDAT)

Specify the date on which the profit-sharing options defined below take effect.
If several option records have been defined for the same calculation period, only the last one will be used.

• Deferred-b. PS beneficiary (field WFLGPAR)

Specify if the employee should benefit from the profit-sharing scheme.

• Cash-b. PS beneficiary (field WFLGITS)

• Funds (field WFDSPAR)

Specify the distribution model to use for this employee for the calculation of their profit-sharing scheme.

• Percentage (field WFDSPARPRC)

• Funds (field WFDSITS)

Specify the distribution model to use for this employee for the calculation of their profit-sharing scheme.

• Percentage (field WFDSITSPRC)

• Add (field WADD7)

No help linked to this field.

• Date (field DATEXM)

Use this table for archiving purposes: enter the data relating to a given qualification/degree in the Detail section. Then, when you select the Add check box, the date of the qualification/degree is automatically populated in the table.
You can therefore add as many qualifications/degrees as necessary.
When you click one of the dates in the table, the data relating to a specific qualification/degree is displayed in the Detail section.

• Obtained (field WDATEXM)

Specify the graduation date.

• Expires on (field WDATEXMEND)

Expiry date of the degree, if applicable.

• Degree (field WDESEXM)

Degree obtained.

• Class (field WMENEXM)

Distinction specified on the degree.

• Domain (field WDOMEXM)

Knowledge domain associated with the obtained degree.

• Domain (field WDOMDES)

• Level (field WLEVEXM)

Training level corresponding to the degree obtained.

• Level (field WLEVDES)

• Organization (field WORGEXM)

Name of the organization which delivered the degree.

• Organization (field WORGDES)

• Location (field WPLCORGEXM)

Place of graduation.

• Add (field WADD5)

Select the Add check box to authorize the entry of a new event and add this event to the viewable history.

• Date (field STRDATTRY)

Use this table for archiving purposes: enter the data relating to a professional experience in the Detail section. Then, when you select the Add check box, the date of the professional experience is automatically populated in the table.
You can therefore add as many professional experiences as necessary.
When you click one of the dates in the table, the data relating to this professional experience is displayed in the Detail section.

• Period from (field WSTRDATTRY)

Work period.

• Period to (field WENDDATTRY)

Free comment on three lines.

• Status (field WSTATRY)

Employee's status within the company.

• Status (field WSTADES)

• Function (field WFNCTRY)

Function carried out by the employee.

• Department (field WSRVTRY)

Employee's assignment department.

• Company (field WCPYTRY)

Company's name.

• Location (field WPLCCPYTRY)

Workplace.

• Experience (field WDESTRY1)

Free comment on three lines.

• Experience (field WDESTRY2)

• Experience (field WDESTRY3)

• Add (field WADD6)

Select the Add check box to authorize the entry of a new event and add this event to the viewable history.

• Date (field MEDDAT)

When there are several medical examinations for an employee, select the examination you need data for or that you need to view.

• Date (field WMEDDAT)

Monitoring of the medical examinations of the employee with:

• The examination date,
• The examination time,
• The name of the doctor who performed the examination,
• The result of the examination (Able, etc.),
• Notes by the doctor.

• Time (field WMEDHOU)

• Contract (field WMEDCTR)

The contract number of the employee corresponds to one of his contract sequence number.
To inquire the various contracts of an employee, you must select:

• his ID number,
• the document type requested,
• the event date in the left-hand side of the screen.

• Visit type (field WMEDTYP)

Monitoring of the medical examinations of the employee with:

• The examination date,
• The examination time,
• The name of the doctor who performed the examination,
• The result of the examination (Able, etc.),
• Notes by the doctor.

• Doctor (field WMEDDCT)

• Ability (field WMEDAPT)

• Notes (field WMEDOBS)

• Organization (field MEDORG)

Code of the organization performing the medical examination.

This organization is initialized with the organization specified for the 'Occupational health' fund in the Assignment function.

• field MEDADD

• Postal code (field MEDPOS)

The details about the organization are populated automatically based on the organization code.

• City (field MEDCTY)

• Next visit on (field WMEDNEX)

The date of the next examination is calculated automatically based on the date and type of the medical examination, in other words, on the number of months entered in the miscellaneous table no. 395 – Type of medical examination. If the number of months is equal to 0 (for example, for a medical examination of type ‘VIP’ - Information and Prevention examination), the date of the next examination is not calculated automatically. You can enter it manually.

• Add (field WADD4)

Select this check box to add the medical examination to the List table.

• Highest training level (field HGHLEV)

• Date (field EXSDAT0)

• Date (field WEXSDAT)

Specify the date on which the expense note options defined below take effect. If several option records have been defined for the same calculation period, only the last one will be used.

• Variable (field WEXSVAR)

Some expense codes can be initialized or capped by a variable whose value can be personalized by employee.

• Amount (field WEXSAMT)

No help linked to this field.

• Vehicle category (field WCAT)

Fiscal power of the vehicle used by the employee for their travels.

• Mileage bracket (field WBKT)

Annual mileage of business travel completed by the employee.

• Add (field WADD14)

No help linked to this field.

• Fully-funded (field RETCAP)

This check box must be selected if the company provides for a funded pension scheme.

• RSA ID number (field RSAID)

Use this field to mention your national identity number. This number is allocated to the South African citizens or to those holding a permanent residency permit aged 16 years or more. It enables your date of birth, gender and residential status to be identified.

• Birth certificate no (field BRNCERNUM)

• ID number (field EMPUID)

• State of issuance (field IDNUMSTATE)

• Description (field IDNUMSTATD)

• Ethnic group (field ETHGRP)

This field is exclusively linked to the South-African legislation.

• Graded tax number (field GRATAXNUM)

• PIN number (field PINNUM)

• Race group (field RCEGRP)

Use this field to mention your racial classification, or the population group to which you belong.

• Drivers' licence number (field DRVLNC)

• State of issuance (field DRVLNCSTAT)

• Description (field DRVLCSTATD)

• Learner for skills (field LNRSKL)

• Dummy (field DMYFLD)

• Dummy (field DMYFLDNA)

• Contract (field CTRNUM)

• IRP5 start date (field IRPSTRDAT)

• IRP5 end date (field IRPENDDAT)

• Year (field TAXYEA)

• Tax certificate information (field TAXCERNUM)

• Tax status (field TAXSTA)

• Legally retired (field TAXLEGRET)

• Directive number (field TAXDIRNUM)

• Deemed remuneration (field TAXDMDAMT)

• Foreign income (field TAXFORFLG)

• Directive percentage (field TAXDIRPRC)

• Calculation type (field TAXCLCTYP)

• Directive amount (field TAXDIRAMT)

• UIF status (field UIFSTA)

• Contract (field CTRNUMAFR)

This tab is exclusively linked to African legislations.

The Tax info table contains tax records, that is to say lines containing tax data that can be used when a tax certificate for a previous tax year needs to be printed.
Each line corresponds to a tax record. A tax record is created in the following circumstances:

• When a new contract (new contract with a new chrono contract number) is created in the Employment contract function.
• When you use the Year end program tool, whether to create tax records only or to run the whole tax year-end program.

The data comes from the employee’s contract.

• Tax cycle start date (field TAXSTRDAT)

• Tax cycle end date (field TAXENDDAT)

• Status (field TAXSTAAFR)

• Directive number (field DIRNUM)

• Directive percentage (field DIRPRC)

• Year (field TAXYEAAFR)

• Certificate number (field CERNUMENDA)

• Directive amount (field DIRAMT)

• Employee position (field EMPPOS)

• Occupation date (field HOUOCCDAT)

• Registration date (field HOUREGDAT)

• Vehicle rate (field VEHRAT)

• Part-time director (field PARTIMDIR)

• Contract (field CTRNUMBW)

• Tax cycle start date (field TAXSTRDATB)

• Tax cycle end date (field TAXENDDATB)

• Year (field TAXYEABW)

• Tax status (field TAXSTABW)

• Directive number (field DIRNUMBW)

• Directive percentage (field DIRPRCBW)

• Contract (field CTRNUMLS)

• Tax cycle start date (field TAXSTRDATL)

• Tax cycle end date (field TAXENDDATL)

• Tax status (field TAXSTALS)

• Directive number (field DIRNUMLS)

• Directive percentage (field DIRPRCLS)

• Year (field TAXYEALS)

• Certificate number (field CERNUMENDL)

• TFN number (field TFNNUM)

• Reason (field TFNREN)

• Australian resident (field AUSRDE)

• Affiliation (field SSCFDS)

• Situation (field SSCSIT)

• CNSS affiliation date (field SSCDAT)

• Health insurance (field HLTNSS)

• Tax liability number (field TAXLIANUM)

• Retirement fund no. (field RETNUM)

• CIMR affiliation date (field RETDAT)

• CIMR scheme (field RETFDSNUM)

• Residence permit (field RDEPITNUM)

• Public service employee number (field EMPNUM)

• Unique identification number (field UIDCRDNUM)

• Tax rates (field TAXRAT)

• Avail. date (field DATMAD)

• Validity end date (field DATVAL)

• CRM identifier (field REFCRM)

• Customized rate (field RATPAS)

• No rate (field NORAT)

• Reporting site (field DADFCYPAS)

• Asgmt. site tax ID no. (field AFFCRN)