Headings
Use this function to manage payroll headings. These headings are elements required for payroll calculation: a payroll is performed by determining and processing successively each of the heading.
Four main groups of headings exist:
- elements of the gross salary: the gross remuneration which the social contributions will be calculated on,
- social contributions: paid to the different social organizations,
- allowances not submitted: sums added to the employee's remuneration but not submitted to social contributions,
- retentions not deductible: retentions on the employee's remuneration that are not deductible from the bases used to calculate the contributions.
The "Elements of the gross salary – Contributions" operation gives the net taxable salary.
The net payable salary is obtained with the "net taxable + allowances not submitted - retentions not deductible" operation.
Prerequisites
Refer to documentation Implementation
Screen management
Header
Presentation
Heading identification.
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Fields
The following fields are present on this tab :
| Specify the heading code. This code must be explicit and unique.
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| 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 calculation rank of the heading. The rank is unique and goes from 1 to 99999. The rank is printed on the payslip. The calculation and printing of the payslips are carried out by ascending order of the heading ranks. For example, the heading with the rank 2359 is calculated before the heading with the rank 2361, and after the heading with the rank 2357. The modification of a heading rank does not influence the reprint of payslips, since the rank is saved in the payroll history. Apart from the rank of the calculation of oppositions, the numbering increase rate is usually 10 (sometimes 5, after last minute additions) to facilitate insertions to adequate places and prevent 'heading themes' from scattering. Besides the management of the Mandatory Activity code for specific headings created or linked to the personalization, ranks ending by 0 or 5 should not be used (except for free brackets, if existing). Numbering Payroll Plan for France
>>> Intermediate calculations, Miscellaneous triggerings with calculation, etc. Ranks 650 to 999: Sage reserved Rows 2000 to 3499: Paid leave and RTT rights, overtime, etc. Rows 650 to 999: Sage reserved Rows 7700 to 7999: Exemptions >>> Tops of the Payslip (Gross elements and intermediate calculations of hourly rates, annual leave days rate, etc.) Rows 8400 to 8499: Free Rows 8900 to 8999: Free Rows 11400 to 11499: Free Rows 12100 to 12299: Free Rows 12900 to 12999: Free Rows 52600 to 52999: Sage reserved |
| Specify the title of the heading. When the heading amounts are not all null and the heading has no specific print title, this title is printed on the payslip. |
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Tab General
Presentation
Use this tab to define all the basic characteristics of a heading, such as its activation period, its type, etc.
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Fields
The following fields are present on this tab :
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. |
Activation
| The activation period is used to define the period of validity of a heading, in order, for example, to prepare new headings in advance. The heading will only be taken into account for pay periods included in the activation period. Examples:
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| The condition is a logical expression. On calculation of the heading:
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Type
| Specify the heading type:
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| If the heading is of adjustment type, specify the adjustment code to be used to calculate the adjustment. The heading of adjustment type is displayed on the payslip with the amount to be adjusted. |
| When the calculation of a heading is complex, it can be broken down into several steps called 'intermediate calculations'. Intermediate calculations are not saved in the pay history. Therefore, the values of these intermediate calculations cannot be stored in totals or boxes at the bottom of payslips, or used to generate payroll MO. |
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| Specify the calculation rounding of employee's and employer's amounts of the heading. The rounding at 9 has a specific meaning. It is used to truncate the number. For further information, refer to the fix() function. If this field is left blank, these amounts are rounded based on the local currency. A heading with a rounding inferior to the rounding of the local currency cannot have the payroll MO setup. |
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Comments
| Specify a comment relating to the calculation method of the heading on three lines of 80 characters. This field is optional. |
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Tab Amounts
Presentation
Use this tab to define the calculation method of the heading, the base and the rates used. Besides, the totals that must be updated when calculating the heading are listed.
Fields
The following fields are present on this tab :
Bases
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| Specify the expression of the heading calculation base. |
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| Specify the rate expression for the heading. In the case of a contribution, specify the employee's rate for this contribution. |
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| Specify the rate expression for the heading. In the case of a contribution, specify the employer's rate for this contribution. |
Contribution
| Select this box if you need to declare on the charge report the contribution bases corresponding to null employee and employer rates, namely in the case of exemptions. |
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Funding base
| To define the calculation of the contribution funding base, specify:
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Grid Funding base
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| To define the calculation of the contribution funding base, specify:
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Grid Totals
| Specify the payroll totals which a movement must be performed on (maximum: 10 per heading). Totals starting with TOT, which are intermediate totals, play the role of totalizers during payroll calculation, but are not saved in the pay history. |
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| Specify the movements to be performed on totals or calculation sub-totals:
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| The condition is a logical expression. On calculation of the heading:
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Tab Profiles
Presentation
Use this tab to define the list of employee profiles the heading will be calculated on.
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Fields
The following fields are present on this tab :
Grid Profiles
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| Specify if the heading for the profile must be calculated. |
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Tab Print
Presentation
Use this tab to define all the print options of the headings, mainly for printing the payslips.
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Fields
The following fields are present on this tab :
Payslip
| Specify the print-out type of the heading on the slip: - Without: the heading is not printed - + Amounts: only the amounts are printed - - Amounts: only the amounts are printed, with the reverse sign of their value - Base+Rate+Amounts: the base, the rates and the amounts are printed - Base+Rate-Amounts: the base and the rates are printed, as well as the amounts with the reverse sign of their value - Base: only the base is printed. Note: The bases, the rates and null amounts are not printed on the payslip. Neither are those headings for which both amounts are null. |
| Specify the grouping code the heading will be printed under when using the simplified payslip. All the headings that must be on the payslip will be present either individually if the grouping code is not specified, or grouped under the grouping code which has been set up. The heading code printed corresponds to the heading code if the heading is printed individually, but corresponds to the short title of the grouping code in the case of a grouping. If an evaluated description is entered for a heading, and this heading is printed individually, its evaluated description will also be printed. However if the heading is in a group, the long title of the grouping code will be printed in place of the evaluated description. If a comment is entered for a heading, and this heading is printed individually, its comment will also be printed, except if the heading is in a group. The 'Sequence' column in the grouping code management is used to indicate the printing order of the groups on the payslip. For the headings printed individually, the heading rank determines this order. Consequently, for a group to be printed between two individual headings, the rank of this group must be comprise between the ranks of the two individual headings. |
| Specify the code of the contribution calculation base for the heading, whose title will be used when printing the payslip annex. This annex contains information relating to deductions from salary. |
| Specify the print title of the heading. When all the amounts of the heading are not null and the heading does not have a specific print title, the standard title of the heading is printed on the payslip. This title can be an expression. (formula) |
| Specify if a line break must be placed before and after the printing of the payslip line corresponding to the current heading. These fields only concern the payslip presentation. |
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| Use this field to select the group this heading belongs to, such as ‘Earnings’ or ‘Deductions’. |
| Use this field to select the subgroup of the main headings group this heading belongs to, such as ‘Salary’ or ‘Commission’ for headings in the ‘Earnings’ group. |
| Use this field to control the order in which the headings will display on a payslip view. This order will also be used in some reports. This field is mandatory. |
Associated text
Specify the text to be printed at this moment of the payslip.This text will be located below the payslip line constituted with the heading title, if the heading type is not Text. This text corresponds to comments or tracking descriptions associated to a payroll variable. Enter then the variable code. |
Job center certificate
| If this heading corresponds to a salary element(of the 12 full calendar months preceding the last day worked and paid) that must be calculated to draw up a Pôle emploi certificate, specify the corresponding element. The Pôle emploi certificate is the French certificate related to unemployment. (See §7.1 of the Pôle emploi certificate) |
| If this heading corresponds to a bonus or an allowance of not monthly periodicity that must be calculated to draw up a Pôle emploi certificate, specify the corresponding bonus or allowance. The Pôle emploi certificate is the French certificate related to unemployment. (See §7.2 of the Pôle emploi certificate) |
| If this heading corresponds to an allowance that must be calculated to draw up a Pôle emploi certificate, specify the corresponding allowance. The Pôle emploi certificate is the French certificate related to unemployment. (See §7.3 of the Pôle emploi certificate) |
Other printouts
| Check this box if you want this heading to be displayed when printing the payroll history. |
| Check this box if you want this heading to be displayed when printing pay summaries. |
Sickness certificate
| If this heading is used to draw up a sickness/maternity certificate, specify the type of amount the heading must be used for. |
Full settlement
| If this heading is to be displayed in the full settlement, specify the description under which the heading must appear. A description can group several headings. |
WI certificate
| If this heading corresponds to an allowance that must be calculated to draw up a WA certificate, specify the corresponding allowance. |
Backpay
| Check this box to indicate that the heading is tracked in back-pay. Only the headings with the "Authorized back-pay" box checked are indeed authorized in the back-pay files.
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Total payroll
| Aggregates the headings in the Total payroll tracking. |
| Displays the measure synthesis report. |
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| Use this field to exclude the result of the heading calculation from the Total payroll. |
| Use this field to include the result of the calculation heading to the "Employee 1" total of the measure synthesis report. |
| Use this field to include the result of the calculation heading to the "Employee 2" total of the measure synthesis report. |
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Tab Others
Presentation
If the heading is of 'Grid' or 'Interval' type, use this screen to define the grid or the interval corresponding to the heading. Otherwise, the tab is unavailable.
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Fields
The following fields are present on this tab :
Grid
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Grid Interval
| Specify the ranges and expressions of the heading amounts by interval depending on the base:
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Reports
By default, the following reports are associated with this function :
LISTRUB : List of headings
This can be changed using a different setup.
Specific Buttons
This button launches the copy utility for the payroll plan, which is used to mass copy to another folder the entire setup of the payroll plan. |
Menu Bar
Actions / Sequence Change
Use this function to renumber the headings, the new rank of the first heading to be renumbered and the renumbering increase rate between two headings.
Four steps follow one another:
- verification that the last heading number does not exceed 9999,
- verification that the interval of renumbered headings does not overlap existing headings,
- negative renumbering of the heading interval,
- renumbering of headings with a negative rank.
Actions / Expression search
Use this function to search an expression. If the expression is found in at least one heading, the function is positioned on the first heading matching the search.
Actions / Next search
Use this function to visualize the next expression searched.
Actions / Scrolling/code
The headings are scrolled in alphabetic order of their code.
Actions / Scrolling/rank
The headings are scrolled in chronological order of their code.
Charge declaration / List
Use this function to display the list of the charge declarations containing the current heading.
Charge declaration / Declaration of charges
Use this option to access the first setup record for the charge declarations containing the current heading.
Documentation / Paragraphs
This menu item allows access to the documentation management on the first paragraph of the documentation (if there is one) associated with the current record.
Documentation / Links
This menu item allows access to link management. It is used to define the links between the current record and other records (for example, the links between functions and parameters). These links are specific to the documentation and are used to load the generation of documentation structures.
Documentation / Generation
This menu item launches a documentation generation. You can also launch it from the Generation button at the bottom of the screen.
You can launch three types of generation one by one or simultaneously
- The generation of the documentation structure from the dictionary (ADOCUMENT, ADOCBLB, and ADOCCLB tables)
- The generation of the documentation from the previous tables
- The generation of the field documentation
The range suggested by default takes into account the current record, but you can modify it at launch time.
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
Rank already exists: XXX
You attempted to assign twice the same rank number to two different headings.
Text already defined on heading XXX
The text associated to the heading has already been assigned to another heading with the XXX code.
Heading does not exist
The heading used in the formula does not exist.
The heading does not have the "funding base" type
The heading used in the formula is not a contribution funding base.
Non-existent variable
The variable used in the formula does not exist.
Total does not exist
The total used in the formula does not exist.
Field does not exist in the base
The field used in the formula does not exist in the payroll database.
Chain not found
The searched expression has not been found in any heading.
Last number > 9999
The number of the heading ranks is limited to 9999. This message signals that the renumbering was not possible because the limit was reached.
X-Y: rank brackets already used
This message appears when some headings already use the rank numbers assigned. The renumbering will thus not be performed.
Change In Progress on another workstation
To launch the renumbering of headings, it is necessary to be the only individual to perform modifications on the headings. This message indicates that modifications on headings are being carried out in another session.