Accumulated Benefits Management

Accumulated Benefits

Accumulated Benefit Rule

Overview

Accumulated Benefit Rule is a tab of Accumulated Benefit.

Accumulated Benefit Rule Tab screen Field

Fields	Description
Id	Unique identification code of the Accumulated Benefit Rule.
Allow Negative	If checked, indicates that it can allow negative.
Rule Action	Select from the drop down list.
Cost Item Scale Group	Use the lookup button to search and select the cost item.

Accumulated Benefit Rule Maximum

Overview

Accumulated Benefit Rule Maximum is a tab of Accumulated Benefit Rule.

Accumulated Benefit Rule Maximum Tab screen Field

Fields	Description
Amount	Amount of Accumulated Benefit Rule Maximum.
Accumulated Benefit Rule Maximum Effect	Select from the drop down list.

Accumulated Benefits Entitlement

Overview

The Accumulated Benefits Entitlements include entitlement details for a Particular Pay Code, Cost Item Group and Accumulated Benefits.

Navigation

Human Resourse ► Support Entities ► Accumulated Benefit Management ► Accumulated Benefit Entitlement

The Accumulated Benefit Entitlement screen includes the following fields:

Fields	Description
Code	Unique identification code of the Accumulated Benefit Entitlement
Is Annual	If checked, indicates that the Entitlement is annual
Include Weekend	If checked, indicates that the week-end is counted towards the entitlement amount
Accumulated Benefit	Accumulated benefit associated to the Entitlement
Institution	Contains the name or ID of the Institution.
Situation Code Combination	Unique Situation Code Combination ID per Situation Code Combination, which is generated by the system.
Category	Category ID is a parameter which can be generated automatically or manually.
Pay Code	Unique pay Code ID generated by the system. Accompanying, Pay Code Description ex: monthly payroll.
Cost Item Scale Group	Cost Item Scale Group associated to the Entitlement
Cost Item Scale	The cost item scale contains the specific salary ranges
Language	Language used
Name	Name of the Accumulated Benefit Entitlement
Description	Full description of the Accumulated Benefit Entitlement

Accumulated Benefit Entitlement Detail

Overview

Details of the Accumulated Benefit Entitlement.

Accumulated Benefit Entitlement Detail Fields

Field	Description
From Years	Starting from Year.
To Years	Ending to Year.
Number Of Days	Number of days require.

Accumulated Benefit Process

Overview

The Accumulated Benefits option gives the user the possibility to transfer Accumulated Benefits at the end of the fiscal year to the following year or to generate Accumulated Benefits Entitlement the selected criteria. In general Accumulated Benefits Entitlement occurs when the benefits is due. Two man scenarios where this process will be used are:

1. Transfer remaining balance of Accumulated Benefits to the new fiscal year and/or

2. When accumulated benefits, for e.g vacation are not accumulated on a monthly basis but instead the employees are given on entitlement on an annual basis.

Navigation

Human Resourse ► Support Entities ► Accumulated Benefit Management ► Accumulated Benefit Entitlement

The Accumulated Benefit Process screen includes the following fields:

Fields	Description
Accumulated Benefit Process	Defines which option to choose for the process (ex. transfer, payment, reset, etc.)
Fiscal Year	The period of each fiscal year
Pay Code	Unique pay Code ID generated by the system
Pay Period	Collection of 1 to many pay periods
Institution	The organization responsible for the employee
Generic Position	Generic Position associated to the Employee Position
Employee	Employee Unique Identification Code
From Employee Assignment	Represents the employee assignment that the benefit is being transferred from
To Employee Assignment	Represents the employee assignment that the benefit is being transferred to
From Accumulated Benefit	Represents the old accumulated benefit information
To Accumulated Benefit	Represents the new accumulated benefit information

Generate Entitlements

Overview

This feature is useful in case someone is hired in the middle of the year and their entitlements are calculated from the date of joining.

Navigation

Human Resources ► Support Entities ► Accumulated Benefit Management ► Generate Entitlements

Generate Entitlements screen Fields and Tabs:

Field	Description
Type of Entitlement	Select from possible values ANNUAL, MONTHLY, MANUAL
Accumulated Benefit	If type of entitlement = 'ANNUAL', display only Accumulated Benefits that have an entitlement frequency = 'ANNUAL' If type of entitlement = 'MONTHLY', display only Accumulated Benefits that have an entitlement frequency = 'MONTHLY' If type of entitlement = 'MANUAL', display only Accumulated Benefits that have an entitlement frequency = 'MANUAL' For all frequencies, the credit cost item cannot be null
Pay Period	The Period is constructed from Fiscal Year - Pay code - Period.
Effective Date	The user enters this date to determine when this entitlement has taken place. The start date must be less than or equal to fiscal year start date and fiscal year end date
Employee	Provides a list of Employee to select from.
Position Category	Provides a list of Position Category to select from.
Cost Item Scale Group	Provides a list of Cost Item Scale Group to select from.
Cost Item Scale	Provides a list of Cost Item Scale to select from.
Situation Code Combination	Provides a list of Situation Code Combination to select from.
Institution	Provides a list of Institution to select from.