Refer to documentation Implementation
Specify the collection agencies associated with the contribution funds.
This setup is carried out with exceptions using a definition level. All the organizations that are common to the folder are defined at the folder level and the exceptions can be configured by population, company, site, employee or contract.
In the whole application, searching for an organization is performed from the lowest level to the highest: verification if a company exists at the contract level, then at the employee level, then at the site level, at the company, then population and folder.
Presentation
Identification of the setup level of the contribution funds.
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Fields
The following fields are present on this tab :
Funds
| The collection agencies associated with the contribution funds must be defined for the folder, for a company, for a pay site, an employee, or a contract. Depending on the payroll and the type of fund, the organization considered will be, in descending order of priority, the one associated with the contract, then the one associated with the employee, then the one associated with the pay site, then the one associated with the company, and then the one associated with the folder. |
| 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. |
| Population of employees for whom a specific contribution fund must be defined. The populations are defined in the Employee populations function. |
| Alphanumeric characters used to identify a company in a unique manner. |
| This number is used to identify the site in a unique way.
It is possible to associate a default site or one site per module for each user. Depending on the function being used, the default site is submitted automatically. It can be modified with another site which has been authorized for the user, according to this user’s authorizations. |
| Employee for whom a specific contribution fund must be defined. |
| This field displays the last name of the selected employee. |
| Employee contract for which a specific contribution fund must be defined. If there are several contracts for one ID number, they are displayed in the selection window. |
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Presentation
Definition of the link between the collection agencies and the standard contribution funds.
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Fields
The following fields are present on this tab :
Grid Funds
| In the Fund field, enter the fund of the fund group. Information for French customers only: It is recommended to use the following setup:
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| In the Fund field, enter the fund of the fund group. Information for French customers only: It is recommended to use the following setup:
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Presentation
Definition of the link between the collection agencies and the specific contribution funds.
Fields
The following fields are present on this tab :
Grid Funds
| In the Fund field, enter the fund of the fund group. Information for French customers only: It is recommended to use the following setup:
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Presentation
This function can only be accessed for records of 'Population' level. Only a 'Model assignment' record of population level can be propagated at 'Contract' level.
In the screen displayed after accessing this function, you can choose the contracts of the employees belonging to the original population for which a setup record must beprocessed.
This screen displays a table with the list of all the current contracts impacted by the population. The following actions are available from the table:
Click OK to launch the processing on all the assignment records of 'Contract' level for the contracts selected, as for the original assignment of 'Population' level. The process is the same for affiliations, if the option has been selected. If an assignment or affiliation record of 'Contract' level already exists, it will be overwritten during the update.
A log file is available once the generation has been completed.
When going back to the assignment setup screen, the selection panel is updated with the new assignments of 'Contract' level.
When entering the function, the active contracts are populated. A contract is considered active if:
If a contract already has a specific assignment, it is displayed as selected in the Existing element column.
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Fields
The following fields are present on this tab :
Block number 1
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| This field displays the code of the original population. |
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| Specifiy the type of operation to perform:
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| When this check box is selected, the assignments are propagated. By default, this check box is selected and cannot be modified. |
| If this check box is selected, the affiliations for a template population with the same code are propagated. By default, this check box is:
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| Select of deselect the suggested contracts. |
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| This column is used to view if an 'assignment' record at 'Contract" level already exists for the contract. It cannot be modified. |
| Use this field to enter the employee's ID. |
| Use this field to enter the first name of the employee. |
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This function is used to load the TMPORG temporary table: this work table is used to optimize the scripts as there is a large number of organizations and referencing to manage.
In general, when modifying direcly in this function, the temporary table is updated. However, if the modification is done beforehand and has an impact on this table, it is recommended to launch this link update function.
In the screen, enter the criteria and then click OK. The processing can be long as there is a lot of information being read.