From the Data Capture menu, select Salaries and Contributions from the sub-menu on the left. The Select Company Node Participating Employer Structures - Level (3) screen will be displayed (level 3 is the company branch).
To display the associated pay centre, click the hyperlinked name in the Description column.
The Salaries & Contributions screen will be displayed.
This screen shows details of all members who are existing or new as at the open cycle date (i.e. pensionable earnings, contributions, rate of pay, etc.)
Each member displayed has a pensionable earnings amount, but zero amounts may be shown for administration fee, EE contributions, ER contributions and rate of pay. You can change any of the details displayed on the screen.
Missing amounts can be calculated, or amounts can be recalculated based on the new pensionable earnings.
Note:
A recalculation must also be initiated whenever the Evidence of Health Report Details screen has been updated. Refer to
Supplements
Processes
Underwriting
Select an option from the Recalculation drop-down list. This list displays only those contribution types that have been defined for this scheme, as well as ALL CALCULATIONS. This option is used to perform all calculations for the selected members.
Select an option from the for drop-down list.
This defines the group of members for whom the calculations should be done. The following options are available from the drop-down list:
- All members above
- Selected members
- All members for selected level
Once the recalculation selections have been made, click RECALCULATE.
- If ALL MEMBERS ABOVE is selected, ticks will be placed in the Sel column alongside each member, and amounts will be recalculated as per the selections made.
- If SELECTED MEMBERS is selected, you must tick the Sel column alongside the appropriate member. Amounts will be recalculated as per the selections made.
- If ALL MEMBERS FOR SELECTED LEVEL is selected, amounts will be recalculated as per the selections made.
The following functions are available:
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Goes to the next screen of members |
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Goes to the last screen of members |
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Goes to the previous screen of members |
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Goes to the first screen of members |
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SELECT ALL DISPLAYED MEMBERS |
Places ticks in the Sel column alongside each of the members listed |
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DESELECT ALL DISPLAYED MEMBERS |
Removes ticks from the Sel column alongside each of the members selected |
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RESET |
Resets any changes made on the current screen to the original values |
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SEARCH |
Enables you to find a specific member. Enter the surname fully or partly, then click SEARCH. Surnames matching the criteria will be listed. To re-display all members, clear the surname from the search box, then click SEARCH again. |
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CHANGE REFERENCE NUMBER |
The reference number displayed on the screen can be either the member's scheme reference number or company reference number. Select the required type of number from the drop-down list, then click CHANGE REFERENCE NUMBER. |
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Sort Order |
The members displayed on the screen can be sorted by any of the following options: - COMPANY REFERENCE NO. - REFERENCE NUMBER - SURNAME Select the required option from the drop-down list. |
If changes are keyed in manually (i.e. not recalculated as described above), they must be confirmed. Once all changes have been made, click SAVE CHANGES. The Salaries and Contributions Change Confirmation screen will be displayed.
To confirm the changes made, tick the CONFIRM box in the Confirmation column alongside each member, then click UPDATE. The Salaries & Contributions screen will be re-displayed, and the new values will be shown.
Note:
When an Income or Expense calculation is performed in Payroll, the system will read the values for Min Value (Minimum Amount) and Max Value (Maximum Amount) for the Income or Expense Type under Payroll > Fund Management > Categories > Rates (hyperlink). If a value is found, a check will be made to see if the amount calculated is greater than the maximum value or less than the minimum value. If it is greater than the maximum value, the amount calculated will be set to the maximum value. If it is less than the minimum value, the amount calculated will be set to the minimum value.
Similarly, if an amount is captured in Payroll, the system will read the values for Maximum or Minimum for the Income or Expense Type. If a value is found, the system will check if the amount captured is greater than the maximum value or less than the minimum value. If it is greater than the maximum value, the amount calculated will be set to the maximum value. If it is less than the minimum value, the amount calculated will be set to the minimum value.
