A profile is used to determine for each payslip employees who are related to this profile. It includes:

In this function, it is possible to:

  • Compare profiles
  • Look for profiles
  • Obtain statistics on the distribution of standard jobs and positions

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Presentation

Profile identification.

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Fields

The following fields are present on this tab :

Enter the profile code being searched or to be created. A profile determines the headings to be calculated for the payslips of those employees who are connected to the profile.
On the other hand, exceptions to this profile, specific to an employee, can also be specified using the "Setup - > Payroll plan - > Exceptions" menu.

  • Title (field PRFDES)

Specify the description associated with the profile code. It must be as explicit as possible.
This description is displayed in some screens, windows and reports.

  • Short title (field PRFSHO)

Title used in some screens or reports when there is not enough space for a long title.

  • Active (field ENAFLG)

This check box is used to activate or deactivate the current record without losing its content.

A deactivated record cannot be used (by calling its code) in other records (documents, setups, etc.) or during mass processings.

The authorizations for a given function can prohibit the creation of an active record. In this case, the box is cleared by default and it can only be modified by an authorized user or via a signature circuit defined by Workflow.

  • Supplement (field FLGSUP)

This check box is used to edit an additional payslip without having to create a new contract record for the employee, namely in case of payments of profit-sharing bonuses.

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Tab Profile

Presentation

This tab is used to define the characteristics of a profile, such as the accounting code and the related analytical dimensions.

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Fields

The following fields are present on this tab :

Identification

The payroll MO setup makes it possible to modify for each profile the account numbers containing the letter P by using the entered accounting modifier instead.
For example: 641P becomes 64110 if the accounting modifier of the profile is 10. This modification is possible at several levels: payroll site, employees and services.

The template employee of a profile is used as a payroll reference to initialize the variables of the first pay of an employee having the same profile. This field is not mandatory.

Table Analytical dimensions

 

Enter the analytical dimensions to be used for the current entity.
Based on the setup defined in Setup/Accounting interface/Default dimensions, these dimensions can populate the analytical sections of the payslips when they are automatically generated and/or those of the time entry.
The setup of the dimensions to be used by default in payslips is defined by the CCECDE folder parameter (Chapter PAY). The setup for the time entry is directly defined at the level of the event records.

Comments

  • field PRFCMT

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Tab Headings

Presentation

Use this tab to define field values by default and by exception. These value automatically feed a contract record when it is created. The profile needs to have been specified beforehand
A default value can be chosen to be applied to the whole folder, and/or as an exception, to a company, a site, a collective agreement, a population.
If the profile changes in the Contract record, the default fields of the new profile can be updated.

SEEINFO If the default fields of a profile are changed, these changes can be applied in bulk to all the contracts using theEmployee contract update function.

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Fields

The following fields are present on this tab :

Table Administrative

  • Field (field FLD)

For a field, determine a default value for a company, a site, etc. The default values are used and initialized in the contract records.

  • Title (field TIT)

 

  • Level (field LEV)

For a field, determine a default value for a company, a site, etc. The default values are used and initialized in the contract records.

 

 

 

 

  • Default value (field VALDEF)

For a field, determine a default value for a company, a site, etc. The default values are used and initialized in the contract records.

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Functions accessed by right click on the grid

Heading allocation

To initialize the fields having the Universal preloading check box selected in the Employee field dictionary:

1. Click the Preloading icon located at the beginning of each line.
2. Click Preloading.

 

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Tab Variables

Presentation

Use this tab to define whether the headings need to be calculated or not (Yes /No), for the payslip of each employee linked to this profile.

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Fields

The following fields are present on this tab :

Table Headings

  • Sequence (field RG)

 

  • Heading type (field TYPRUB)

 

  • Calculation (field CALCUL)

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Functions accessed by right click on the grid

Preloading

To optimize the entry, the [Heading allocation] button on the columns is used to assign "Yes" or "No" to a number of lines.

Sort by Yes/No

 

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Tab Variables

Presentation

Use this tab to define whether the variables need to be entered or not (Yes /No), for the payslip of each employee linked to this profile.

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Fields

The following fields are present on this tab :

Table Variables

Definition of the list of variables that can be used, when calculating the payrolls of the employees linked to the current profile.

  • Input (field ENAFLG3)

 

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Functions accessed by right click on the grid

Preloading

To optimize the entry, the [Preloading] button on the columns loads in the grid all the payroll variables entered at employee level.

Sort by Yes/No

The [Sort by Yes/No] button is used to sort the lines in the grid.

 

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Reports

By default, the following reports are associated to the function :

 FICPRF : Headings to calculate/profile

 LISTPRF : List of profiles

This can be changed by a different setup.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation