Knowledge Base

8.1 Introduction

To assist in reducing the setup for persons not to receive, functionality has been introduced to have persons linked to a specific Appointment Type where bonuses are not applicable.

Some points to be noted regarding the Bonus Indicator:

• It provides flexibility by select a period for which a bonus will be paid, based on the service record periods.  Thus, Calculation Method 2, will select and exclude bonus periods to be paid, as applicable.
• This becomes useful when an employee’s conditions of employment change, i.e. Part Time Employee / Contract Employee (No Bonus payable) to Full Time Employee (Bonus payable), without a break in service and within the Bonus calculation period. 
• If there is no change to your current setup, there will be no change to the current functionality (Indicator left as a null field).
• The Indicator is only defaulted to new Service Records {PBOP-2}, for the relevant Appointment Type, or when “Conditions of Service” change.

8.1.1 Appointment Types {PACS-1}

Panel Box 3 – Maintain Appointment Types.

As highlighted, once the relevant setting has been entered, it will default to the employee’s Personnel Service Record {PBOP-2}.

8.1.2 Personnel Service Record {PBOP-2}

Should there be a need to set the “Bonus Indicator”, different to the default on the Appointment Type, this may be set in this menu.

• Provides flexibility when selecting the service period of an Employee used by the salary calculation program to calculate the Bonus (Calculation Method ‘2’) i.e. can exclude a service record period and include another service record period
• Particularly useful when an Employee has changed their employment conditions i.e. Part Time Employee / Contract Employee (where no Bonus is payable) to Full Time Employee (Bonus payable) without a break in service and within the Bonus calculation period. 
• Allows a Service Record / s period / s to be excluded from the Bonus calculation whilst another Service Record / s period / s to be included.  
• If there is no change to your current setup (Indicator left as a null field), there will be no change to the current functionality.

8.1.3 Bonuses Paid / To be Paid Report {FPRIR1-21}

Report

The report has been enhanced to report the Employee’s Full-Service Record Details and, include “Exclude for Bonus Calculation” Indicator.

8.1.4 Flexibility in Calculation Method of a Bonus (Calc Method 2)

Enhanced functionality provides more flexibility in calculating a Bonus amount when a Bonus is to be paid (Calc Method 2).  

If a bonus is to be calculated up to the current month, the a “1” needs to be inserted into field 5.  If only to the previous month the field should be left as null (existing functionality – no change).