Knowledge Base

6.1 Earnings / Deduction Detail {FPRG-7}

ED Codes are defined in Earning / Deduction Types {FPRG-6}, Then linked to the Appointment Type {PACS-1}, on Earning / Deduction Detail {FPRG-7}.

6.1.1 Pension Percentage of CTC Package

Fixed Salary Detail {FPRI-1}

6.1.2 Pension Percentage Component of Salary Notch {FPRIR1-32}

This report enables the user to verify employee pension fund percentages, as defined on Fixed Salary Detail {FPRI-1 page 5} – Salary Notches.

Report generated:

6.1.3 Functions used to Calculate Multiple Retirement Funds with one ED Code

Different percentages can be defined per Retirement Fund.

6.1.4 Functions used to Calculate Multiple Medical Aid Funds with one ED Code

Rules per medical Aid Fund are applied i.e. payable in advance, arrears, dependants etc.

Example of a formula used:

CASE ‘$MED’ WHEN ‘BON’ THEN $FB_ED_AMT WHEN ‘BCOM’ THEN $FB_ED_AMT WHEN ‘BCPL’ THEN $FB_ED_AMT WHEN ‘BBCL’ THEN $FB_ED_AMT WHEN ‘BBES’ THEN $FB_ED_AMT WHEN ‘BSLT’ THEN $FB_ED_AMT WHEN ‘BFIT’ THEN $FB_ED_AMT WHEN ‘BONS’ THEN $FB_ED_AMT WHEN ‘BONP’ THEN $FB_ED_AMT WHEN ‘BONC’ THEN $FB_ED_AMT WHEN ‘BMP2’ THEN $FB_ED_AMT WHEN ‘BMB4’ THEN $FB_ED_AMT WHEN ‘BMPP’ THEN $FB_ED_AMT WHEN ‘BMBP’ THEN $FB_ED_AMT WHEN ‘BMMB’ THEN $FB_ED_AMT WHEN ‘BMMS’ THEN $FB_ED_AMT WHEN ‘BMMC’ THEN $FB_ED_AMT WHEN ‘BMTC’ THEN $FB_ED_AMT WHEN ‘BMVC’ THEN $FB_ED_AMT WHEN ‘BMBS’ THEN $FB_ED_AMT WHEN ‘BMBM’ THEN $FB_ED_AMT WHEN ‘BMBB’ THEN $FB_ED_AMT WHEN ‘HMSM’ THEN $FB_ED_AMT WHEN ‘HMSC’ THEN $FB_ED_AMT WHEN ‘HMVP’ THEN $FB_ED_AMT WHEN ‘HMPP’ THEN $FB_ED_AMT ELSE 0 END

6.1.5 Function used to Calculate Bonus Provision from Bonus Indicator on {FPRI-1 page 2}

Therefore, no Bonus is payable, no provision will be calculated for the employee.

6.1.6 Retirement Funding function used to calculate RF on Bonus Provision

A formula can be defined to calculate for one Retirement Fund but exclude another.  This means multiple rules can be set up within an Appointment Type {PACS-1}.  There is no longer a need to create multiple Appointment Types {PACS-1} to cater for multiple rules.

6.1.7 Functionality to add and subtract an unlimited number of ED Codes

6.1.8 Function to reverse Bonus Provision in Bonus Month

Bonus Provision transactions for an employee are summed, including the current month, based on Service Record {PBOP-2} and what has been calculated, to a maximum of 12 months.

6.1.9 Function to Calculate a Percentage of Salary Notch

This is used when an employee is away and only receives a portion of their salary.  Different percentages can be defined for different periods of service (i.e. 1st 12 months 100%; 2nd 12 months 75%, 3rd 12 months 50% etc).  Either Calendar or Working day can be calculated. Partial months are also catered for. See below:

Example of formula

CASE WHEN $STUDY_LONGTERM_LEAVE CASE WHEN ‘$FULL_PARTIAL’ = ‘F’

THEN ROUND(CASE WHEN ($RMON BETWEEN 0 AND 12) THEN ($NOTCH) 

WHEN ($RMON BETWEEN 13 AND 24) THEN (ROUND($NOTCH *.75,2))

WHEN ($RMON BETWEEN 25 AND 36) THEN (ROUND($NOTCH *.50,2)) 

WHEN ($RMON BETWEEN 37 AND 48) THEN (ROUND($NOTCH *.25,2)) 

ELSE 0 END / 12, 2) 

WHEN ‘$FULL_PARTIAL’ = ‘P’ 

THEN CASE WHEN ‘$WORK_CAL’ = ‘W’ 

THEN ROUND(CASE WHEN ($RMON BETWEEN 0 AND 12) THEN ($NOTCH) 

WHEN ($RMON BETWEEN 13 AND 24) THEN (ROUND($NOTCH *.75,2))

WHEN ($RMON BETWEEN 25 AND 36) THEN (ROUND($NOTCH *.50,2)) 

WHEN ($RMON BETWEEN 37 AND 48) THEN (ROUND($NOTCH *.25,2)) 

ELSE 0 END / 264 * $NO_DAYS_WORK, 2)

WHEN ‘$WORK_CAL’ = ‘C’ 

THEN ROUND(CASE WHEN ($RMON BETWEEN 0 AND 12) THEN ($NOTCH) 

WHEN ($RMON BETWEEN 13 AND 24) THEN (ROUND($NOTCH *.75,2))

WHEN ($RMON BETWEEN 25 AND 36) THEN (ROUND($NOTCH *.50,2)) 

WHEN ($RMON BETWEEN 37 AND 48) THEN (ROUND($NOTCH *.25,2)) 

ELSE 0 END / 365 * $NO_DAYS_CAL, 2) END END

6.1.10 Function to Pay Gratuity at the End of the Contract Period

Function to pay an employee a gratuity at the end of the contract period, based on a provision that has been calculated during the contract period.

Example of formula:

$SUM_PROVISION(ED0001+ ED3702)