pranaydeeps/LettucePOS huggingface dataset:
ABACULUS
In the contracts screen, you can access the Abaculus tool via the button " SD_BE ".
Some of the payroll data is transferred to this tool in order to facilitate the simulation of Belgian payroll calculation.
Select the employee that replaces another employee.
Select the employee whose benefits you want to view.
NEW HIRE
CONFIRM HIRE
COMPLETE HIRE
REMOVE EMPLOYEE
ADD A COMPENSATION
ADD AN ACCOUNT TO AN ACCOUNT GROUP
Select the employee whose contract's end date you want to change.
You can add a new compensation, unique or fixed, to an employee's contract.
Proceed as follows to add a new compensation to an employee's contract:
Select the employee you want to add an address to.
Select the employee you want to add a compensation to.
Select the employee whose branch regulations you want to view.
Select the contract to which you want to add a compensation.
Click the " Compensation " button.
Go to the tab you want to add a new compensation to (unique or fixed).
Click the " Add new " button.
The " Create fixed / unique compensation " window appears:
Fill in the " Start date ", " Compensation code " and " Quantity ".
Select the contract of which you want to view the benefits.
The unique or fixed compensation is added to the contract.
If necessary, change the amount or end date (in case of a fixed compensation).
By activating the check box " Save setup " you can save the changes made in this window.
This way, the previous data will already be available in this window the next time you add a compensation.
It is also possible to create a " non-recurrent result driven " unique advantage.
This can be done when an employer sets a goal for his employees.
When this goal is reached the compensation is payed.
Pay attention: the government determines every year a maximum amount for this advantage.
Click the " Replacement " button.
An account group is a collection of employee's accounts.
An account group determines which amount or percentage of the wage is deposited on which account.
You can also change the order of the accounts in the group.
The first account in the account group will be the first one on which there will be a payment.
Most account groups will consist of only one account.
To view the employee's account groups, proceed as follows:
Select the employee who is replaced by another one.
Select the employee for whom you want to view the absence registration.
Select the employee whose account group you want view.
Click the " Accounts " button and then choose the option " Account group ".
The " Account group " window appears:
In this window you can filter on an account group, view the details of the account and change the order.
You can not create account groups in this screen.
This can only be done while adding an account to an account group.
Click the " Addresses " button.
The " Addresses " window appears:
MANAGE ACCOUNT INFORMATION VIA THE ACCOUNT GROUP
CHANGE THE ORDER OF ACCOUNTS IN AN ACCOUNT GROUP
AN EMPLOYEE IS REPLACED BY ANOTHER ONE
If you want to view which employee replaces the current employee, proceed as follows:
Select the contract for which the employee is being replaced.
Go to the tab " Replaced by " and view which employee replaces this one on this contract.
Click the " Employee " button to view this employee's information.
ABSENCE REGISTRATION - <%new%>
In the absence registration you can register during which period the employee was / is absent and which event code was / is assigned.
To edit or add an absence registration, proceed as follows:
ACCOUNT GROUP
Select the contract for which you want to view the absence registration.
Click the " Advanced " button and choose the option " Absence registration ".
Go to the tab " General " and enter the necessary information.
Go to the tab " SD_FR ".
The field " Subrogation " can be (de)activated here.
This can also be set in the subtab " Subrogation " (tab " SD_FR ") of the window " Contract ".
If these data are already in green, this means that the calendar is already rolled out for this period.
If the absence is shorter than expected and you adjust this in this window and if we roll out the calendar again, the existing absence days will NOT be removed from the calendar!
In France an absence needs to be sent within the 48 hours!
Only event codes that are set as " absence codes " in the setup can be used in this window.
NEW CONTRACT
CHANGE START OF CONTRACT
For more information, Please select an appropriate provider:
AUDIE (for Belgian providers only)
CHANGE WORK REGIME
DECEMBER CLOSURE (for Belgian providers only)
REMOVE CONTRACT
ADD ADDRESSES
To add an address to an employee, proceed as follows:
Click the " New " button in the Toolbar.
A new line in the overview is created.
Go to the tab " General " and fill in the information.
If you enter an INSEE code in the section " Extra ", the postal code will be entered automatically.
If an address changes temporarily and all documents need to be sent to the new address, make sure to change the address ID in the employee window on the tab " Contact information "!
You can add a group of benefits to an employee's contract.
A group consists of the details of a benefit.
E.G. The benefits group " Working materials " can consist of an amount for working clothes and equipment.
Proceed as follows to add a group of benefits to an employee's contract:
Select the employee you want to add a group of benefits to.
SD_BESD_NLSD_UKSD_LUXSD_FR
Select the contract you want to add a group of benefits to.
ADD FAMILY MEMBERS
Click the " Add grouping " button.
The " Add grouping " wizard will appear:
EDIT ADDRESSES
The following step of the wizard appears:
Select the group of benefits you want to add to the employee's contract.
DELETE ADDRESSES
E.G. The civil status of an employee changes from " single " to " married ".
CHANGE OR ENTER END OF CONTRACT
To make changes in the civil status in a correct way, always use the wizard " Change civil status ".
A group of benefits is created in the benefits overview.
If needed, delete the unnecessary details
Go to the tab " Details " of the selected benefit and apply changes if necessary.
To make changes in an employee's civil status, proceed as follows:
It is important to add all the employee's dependent family members!
E.G. The parents of the employee are older than 65 and are dependent on the employee.
These family members will not be added when changing the employee's civil status.
To add a family member to the employee, proceed as follows:
Select the employee to whom you want to add family members.
Click the " Family " button and choose the option " Family Members ".
The " Family members " window appears:
This window shows a list of all the family members of the selected employee.
Click the " New " button on the Toolbar.
Fill in the " First name ", " Last name " and " Birth date " of the new family member.
If necessary go to the tabs " General " and " Contact information " and fill in the information.
After adding an employee's account, you need to link the account to an account group.
To link an account to an account group, proceed as follows:
Select the employee for whom you want to add an account to an account group.
Click the " Accounts " button and choose the option " Account ".
The " Account " window appears:
Click the " Actions " button and choose the option " Add account to group ".
The " Add account to group " window appears:
The only way to change or enter a contract's end date is by using the " Change end of contract " wizard.
Proceed as follows to change a contract's end date:
Select the account group ID or create a new account group by typing an ID.
If necessary, fill in an amount or determine the"Division percent " for this account.
You can only enter a fixed amount!
It is not possible to enter a division percent!
Use the option " Set as default group " to add an account to an account group, if there is no account group yet.
An account group is automatically created with this account as the only account in the account group and with a division percent of 100.
When executing this action on another account, the original account in the account group is deleted.
The select account will be the only account in the account group with a division of 100 percent.
You can use this option when an employee has only one account that needs to be placed into an account group.
Click the " Contract benefits " button.
COMPENSATIONS
FORMULAS (for Belgian providers only)
INSURANCES
COMPANY CAR (for Dutch providers only)
ACCOUNTS
An employee can possess one or more accounts.
You can group these accounts into one or more account groups, e.g. for the wage payment or for the wage advances.
In these groups you can also determine to split the payment of the wage or advances over different accounts and determine which amount or percentage of the payment needs to be deposited on which account.
For more information, Please select an appropriate Topic / provider:
CREATE AN ACCOUNT:
You do not have to add a whole group of benefits to an employee's contract.
One detail of a group of benefits can also be added.
E.G. You want to give an employee the detail " Equipment " from the " Working materials " group.
He does not receive a compensation for his working clothes.
Proceed as follows to add a detail of a group of benefits to an employee's contract:
The " Benefits " window will appear:
Select the employee you want to add a detail of a group of benefits to.
Select the contract of which you want to view the analytical results.
Select the contract you want to add a detail of a group of benefits to.
Click the " Add detail " button.
The " Add detail " wizard will appear:
Click the button " Advanced " and choose the option " Analytical results ".
Select the group of benefits from which you want to add a detail.
Select the detail you want to add.
The last step of the wizard appears:
Verify the data that are added.
If necessary, click the " Back " button to change the data.
A detail of a group of benefits is added to the benefits overview.
Go to the tab " Details " and apply changes, if necessary.
You can add, edit or delete addresses of the selected employee.
An employee can have more than one address.
The " Replacement " window will appear:
Select the contract of which you want to change the end date.
Click the button " Actions " and choose the option " Change end of contract ".
The wizard " Change end of contract " will open:
Change the end date and fill in the other fields, if necessary.
Activate the check box " Auto.calc.discharge / resignation " if you want the vacation pay to be correctly calculated the next time you create a closure (see " Audie ").
The last window of the wizard is shown.
Check the data and if necessary, click the " Back " button to make changes.
Click the " Finish " button.
An Infolog is displayed with the new end date.
Click the " Close " button.
When a contract has ended, all historical data will be closed on the end date.
The calendar data and possible compensations will be deleted after this date.
ANALYTICAL RESULTS
This information is only for a BELGIAN provider
After the successful closure of a payment period and the payroll calculation at your social secretary is done, the analytical results will be automatically imported in the " Analytical results " window.
To view the analytical results of an employee, proceed as follows:
Choose the period for which you want to view the calculations.
Go to the tabs " Amount ", " Days " and " Hours " to view the respective data.
AN EMPLOYEE REPLACES ANOTHER EMPLOYEE
Proceed as follows to replace an employee by another one:
In the sub tab " Overview " from the tab " Replaces ", select the employee that is replaced by the current employee.
Select the " Contract ID " for which the employee is being replaced.
Fill in the start and end date of the replacement.
If necessary, go to the tab " General " and fill in the remaining fields.
AUDIE
This information is only for Belgian providers.
When an employee resigns or when he / she is discharged, you need to provide him with some documents, such as a unemployment documents.
The vacation pay also needs to be calculated for employees.
When activating the check box " Auto. calc. discharge / resignation " in the second step of the wizard " Change end of contract ", the " Audie " window appears.
Depending on the statute and the contract specifications, the data in the " Audie " window will be provided in a specific layout.
Resignation / discharge Employee
Proceed as follows when an employee resigns or is discharged:
Click the option " Employee " from the Navigation Pane.
Select the contract you want to end.
Start the wizard " Change end of contract ".
Make sure to activate the check box " Auto. calc. discharge / resignation " in the second step of the wizard.
Select the employee whose calculation results you want to view.
Will the employee be dismissed during this closure?
Does the audie need to enable work time decrease support?
By default, the " Fictive salary " is calculated on the fixed salary of the contract.
When you activate this option, the fictive salary is calculated on the fixed and variable salary.
The " Payment vacation pay " is by default checked, so that the calculation of the vacation pay can be executed automatically.
Request of required documents.
The " Information balance holiday pay " manages by default the basic information to calculate the vacation pay of the current year.
Determine whether a standard fictive salary has to be calculated.
If not, you can enter a fictive salary in the " Calculation base " field.
If necessary, you can show comments on the certificate.
Select the employee whose civil status you want to change.
Compensate pay loss: select how the pay loss needs to be compensated (standard = all vacation pay).
The " Information advanced holiday pay " contains basic information about the period in which the early vacation pay needs to be calculated.
Click the " Family " button and choose the option " Civil status ".
The comment " Fictive salary " can be shown by activating " Type listing vacation certificate " and the " Replacing attest " can be shown by activating " Report replacement certificate ".
Indicates the deductions for vacation pay the employee already received.
Enter the required information.
Resignation / discharge worker
Proceed as follows when a worker resigns or is discharged:
Select the employee who resigns or is discharged.
For more information, see " Change or enter end of contract ".
After finishing the wizard the " Audie " window will open:
Create audie before resignation (for an employee only!)
There is also a procedure for calculating an interim vacation pay.
This mostly happens when there are fundamental changes in the time schedule of the contract, without ending the contract.
To create an interim calculation of the vacation pay, proceed as follows:
Select the employee for whom you want to create an interim calculation.
Select the contract for which you want to create an interim calculation.
Click the button " Advanced " and choose the option " Audie ".
The " Audie " window will appear:
Click the button " Create audie before resignation ".
Fill in the end date.
Click the " Ok " button.
You will be redirected to the tab " General " and you will see the audie window for an employee.
For more information, see the topics above.
BENEFITS
Benefits are all the additional items on top of the salary.
E.G. A company car, a company cell phone or a laptop
To view the benefits of a contract, proceed as follows:
You can filter the benefits data by using the " Filter " section.
Go to the tab " Detail " to edit the information of the selected benefit.
ADD A GROUP OF BENEFITS
ADD A DETAIL OF A GROUP OF BENEFITS
END THE GROUP OF BENEFITS
CREATE A NEW HISTORY IN THE DETAIL OF A BENEFIT
CALCULATION RESULTS
When creating a closure, data will be calculated.
After the successful closure of a payment period and the payroll calculation at your social secretary is done, the calculated data will be automatically imported in the " Calculation results " window.
You can view which data are calculated and what the amount of the result is.
It is also possible to view the details of a calculation.
To view the calculation results of an employee, proceed as follows:
Select the contract of which you want to view the calculation results.
Click the button " Calculation results ".
The following window will open:
Choose the period for which you want to view the calculations. If possible, you can choose, in the " Individual account type ID " field, a predefined structure of displaying the calculated results.
In this section you can select the calculation period (closure date) for which you want to view the results.
In this section you can view which data are calculated during the calculation period you selected.
Click the button " Detail " to view the details are of the selected group of calculation results.
You can also go to the tab " Graphic " and create a chart of the calculated data.
BRANCH REGULATIONS
This information is only for DUTCH providers
Every branch or sector has its own regulations.
E.G. The metal sector has different pension regulations than the social service sector.
In this window you can select the appropriate regulation.
Proceed as follows to view or edit the branch regulations:
Click the button " Contract ".
Select the contract of which you want to view the branch regulations.
Click the " Contract specifications " button.
Click the button " Branch regulations ".
The following window opens with comparable options:
Activate the necessary check boxes.
CHANGE CIVIL STATUS - <%new%>
The " Civil status " window appears:
An historical overview of changes in the employee's civil status is shown in this window.
Click the button " Actions " and choose the option " Change civil status ".
A wizard will help you to change the civil status.
Choose the option " New history line " if you want to add a new historyChoose the option " Change existing history line " if you want to change the selected record.
Add a new history
Click the " Next " button.
The second step of the wizard appears:
Fill in the start date of the change in civil status.
For example: the marital date.
Fill in the new civil status.
For example: married.
In the section " Provider data " the providers of this employee appear automatically.
The civil state at these providers will automatically be deducted from the selected civil state.
If necessary, you can change this per provider.
B.V. If you chose civil state " Married ", you need to select the partner in the following windows.
Change existing history
If you want to change an existing history, you need to choose the option " Change existing history line " in the first step of the wizard.
The following window appears:
Change the civil status for the desired provider.
If you want to change for all the providers, you can change the civil status for one provider and activate the option " Select master provider ".
This way the choosen civil status will be adopted by the other providers.
Afterwards it is still possible to manually change a civil status.
Depending on the selected civil status other windows will appear.
Continue and enter the necessary information.
The calendar enables you to manage deviations in the employee's time schedule, such as events and absences.
The calendar contains the actual performances of an employee and determines also the wage.
The calendar can be manipulated in two ways:
Input from time registration: overwrites the calendar, absences are not entered in the calendar.
Manually: the assigned time schedule is ready for a complete year and you only have to enter deviations in the calendar on the proper day.
For more information, Please select an appropriate Topic:
USING THE CALENDAR
MANUALLY CHANGE DATA
REPLACE EVENT CODES
LONG TERM ABSENCE (for Luxemburg providers only)
To get information on this window, please select the appropriate provider:
The only way to change a contract's start date is by using the " Change start of contract " wizard.
Proceed as follows to change a contract's start date:
Select the employee whose contract's start date you want to change.
Select the employee for whom you want to create a new history in the detail of a benefit.
Select the contract of which you want to change the start date.
Click the button " Actions " and choose the option " Change start of contract ".
The wizard " Change start of contract " will start:
The employee's window opens.
The second step of the wizard will appear:
Change the start date and if necessary, fill in the other fields.
Select the employee whose contract you want to view.
Select the employee of which you want to check the data.
An Infolog with the new start date appears.
Select the contract for which you want to create a new history in the detail of a benefit.
You can manage information about the employee's establishment such as a division or a department.
Select the employee to whom you want to add a company car.
You can use the " Change work regime " wizard to change an employee's time schedule or to provide an employee with a part- or full-time period of reduction.
By using the wizard all the necessary adaptations will be done.
To change the work regime, proceed as follows:
Click the button " Actions " and choose the option " Validate ".
Select the employee whose compensations you want to view or edit.
Select the employee whose work regime you want to change.
The system will now check if the data are correct.
The " Contract " window opens:
Select the contract for which you want to change the work regime.
Click the " Actions " button and choose the option " Change work regime ".
The " Change work regime " wizard will start:
Select the employee whose contract overview you want to view.
To get an overview of the employee's selected contract, proceed as follows:
Determine if you want to change the time schedule, give the employee a part-time period of reduction or a full-time period of reduction.
Select the option " Change time schedule ".
Enter the end date of the changes, if necessary.
Activate the check box if you want to actually create a history when no changes in historical data are made.
By default, historical lines are added when changes in historical data are made. E.G.
This way you can create a historical line in the salary and in the time schedule even when the salary does not change.
Depending on the selected change other windows will appear.
Determine the new time schedule.
When entering an end date, you also have to determine the time schedule after the end date.
The following step of the wizard is shown.
When entering an end date, you also have to determine the salary after the end date.
Full-time period of reduction
Choose the option " Full-time " in the second step of the wizard.
Choose the reduction type.
part-time Period of reduction
To create a full-time period of reduction, start the " Change work regime " wizard (see above).
Choose the option " Part-time " in the second step of the wizard.
Determine the time schedule during the part-time period of reduction.
Enter the new salary, if necessary.
Enter the start date of the changes.
CHECKS AND VALIDATION
There are several controls built in the system.
There are two sorts of windows that can be displayed when a validation condition is not met:
Error messages: this window tells you that an error occurred, for example an incorrect bank account.
Warnings: this window warns you of the fact that entered data are not correct, for example a mandatory field that has not been completed.
By clicking the " Close " buttons of these Infologs, you can close the pop-up and go back to the original window.
After correcting the errors, you can save your data.
If you want to leave the window containing incorrect data, just press the Esc-key.
The entered data will not be saved.
You have the possibility to change the order of the accounts in an account group.
This way, you can position an account on the first place in the group, so that the desired amount or percentage will be deposited on this account as first.
To change the order of the accounts in a group, proceed as follows:
Open the window " Account group " (see " Account group ").
Select the two accounts that need to be switched.
You can select the first account, press and hold the CTRL-key and then select the second account.
Click the " Change order " button.