Contribution Category (Reports for Member)

Note:

This report is specific to ABSA.

This is a report of pension data for a list of MDs from BarCap/Wealth. 

From the Member menu, click  alongside Contribution Category on the sub-menu on the left.  Additional options will be displayed.

New

Click New below Contribution Category.

The Contribution Category screen will be displayed.

Capture dates in the From Date: and To Date: fields to define the reporting period and select values for the following additional criteria from the drop-down lists:

-        Paycentre Code

-        Grade

-        Membership Group

Capture your email address and click GENERATE REPORT.  The current report detail will be displayed on the lower portion of the screen.

A message will indicate once the job has been successfully submitted (and an e-mail will be sent to the e-mail address provided).

The system will find the members matching the criteria defined.

View

Click View below Contribution Category.

The Report Selection screen will be displayed.

The following columns are displayed:

-        Scheme Code

-        Timestamp

-        Date Captured

-        Report Type

-        Sequence Number

-        Action

To view the report details, click display at the end of the required line.

The Report Selection screen will be displayed.

The following columns are displayed:

-        Staff Number

-        Surname

-        Initials

-        Preferred Name

-        Country

-        Scheme Name

-        Currency

-        Employer Contributions

-        Employee Contributions

-        Fund Value

-        Special Company Contributions

-        Fund Value Date

-        External Funds