You can use the Setup general ratesform to set up rates and define their types and values. You can use these rates to define the values of calculation variables, such as the rate for calculating pension fund contributions, or the number of children for calculating corresponding benefits. You can define the values of these rates for all employees in an organization, department, and payroll group, or for an individual employee.

Set up elementary system rates

  1. Click Staff accounting> Setup> Rate valuesto open the Setup general ratesform.

  2. In the Rate typefield, select the rate type from the following options:

    • System– The value of this rate is defined for all employees in an organization.

    • Employee– The value of this rate is defined individually for each employee.

    • Department– The value of this rate is defined for all employees in a department.

    • Group– The value of this rate is defined for employees who are part of the payroll group.

    Note Note

    When you select a rate type, all the rate codes together with their names, value types, and values are displayed on the Ratestab.

  3. On the Ratestab, select a rate code line.

  4. On the Overviewtab, press CTRL+N to create a new line.

  5. In the Employeefield, select an employee for whom the rate value is defined.

    Note Note

    This field is available for the Employeerate type.

  6. In the Departmentfield, select a department. The rate value is defined for the employees in the selected department.

    Note Note

    This field is available for the Departmentrate type.

  7. In the Groupfield, select the payroll group. The rate value is defined for the employees in the selected payroll group.

    Note Note

    This field is available for the Grouprate type.

  8. In the Datefield, view or modify the starting date from which the rate will be effective.

  9. In the Valuefield, enter the value of the rate.

    Note Note

    If you do not enter any value for the rate, the Valuefield in the Ratesform displays the default value.

  10. Press CTRL+S or close the form.

Set up rates based on criteria value type

  1. Click Staff accounting> Setup> Rate valuesto open the Setup general ratesform.

  2. In the Rate typefield, select the type of rate as System, Employee, Department, or Group.

    Note Note

    When you select a rate type, all the rate codes and their names, value types, and values are displayed on the Ratestab.

  3. On the Ratestab, select a rate code line with the Criteriavalue type.

  4. On the Overviewtab, press CTRL+N to create a new line.

    Note Note

    You can select the employee, department, or payroll group in the Department, Employee, or Groupfields that appear, based on the rate type that you select in the Rate typefield.

  5. In the Datefield, view or modify the starting date from which the rate will be effective.

  6. In the Valuefield, view or modify the rate value as Minimumor Maximum.

  7. On the Criteriatab, press CTRL+N to create a new line.

    Note Note

    This tab is displayed only if you save the modifications on the Overviewtab.

  8. In the Criteriafield, enter the value of the criteria.

    Note Note

    This value defines the value of the criteria scale.

  9. In the Valuefield, specify the value of the rate that is used to meet the criteria.

  10. Press CTRL+S or close the form.

Set up rates based on employee rate type

  1. Click Staff accounting> Common Forms> Employee tableto open the Employeesform.

  2. Select an employee, and then click Rate valuesto open the Setup general ratesform.

    Note Note

    The rate codes, their names, value types, and values are displayed on the Ratestab.

  3. On the Ratestab, select a rate code line.

  4. On the Overviewtab, press CTRL+N to create a new line.

  5. In the Datefield, view or modify the starting date from which the rate will be effective.

  6. In the Valuefield, enter the value of the rate.

    Note Note

    This field is available for the Criteria, Number, and Yes/Novalue types.

  7. In the Counterfield, select the default calculation base, or counter value, for rates with the Countervalue type.

    Note Note

    This field is available for the Countervalue type.

  8. In the Deduction codefield, select a default deduction code value for rates with the Tax deductionvalue type.

    Note Note

    This field is available for the Tax deductionvalue type.

  9. In the Ratefield, select the default rate value for rates with the Ratevalue type.

    Note Note

    This field is available for the Ratevalue type.

  10. On the Generaltab, in the Descriptionfield, enter a note about the changes that you made to the rate value.

  11. In the Document datefield, select the date of the attached document.

    Note Note

    If an employee has an invalid certificate, the date of issue of the certificate is specified in this field.

  12. In the Seriesfield, enter the serial number of the attached document.

    Note Note

    If an employee has an invalid certificate, the certificate serial number is specified in this field.

  13. In the Numberfield, enter the number of the attached document.

    Note Note

    If an employee has an invalid certificate, the certificate number is specified in this field.

  14. Press CTRL+S or close the form.

    Note Note

    You can also use the Setup general ratesform to set up rates for an employee. For the rate type as Employee, you can select the rate code line with different value types. On the Overviewtab, you can specify the employee, date, and rate value for the selected rate code line.

Set up rates based on department rate type

  1. Click Staff accounting> Staff administration> Organizationto open the Organizationform.

  2. Select a department, and then click Ratesto open the Setup general ratesform.

    Note Note

    The rate codes and their names, value types, and values are displayed on the Ratestab.

  3. Repeat steps 3 through 10 in the Set up rates based on employee rate type topic.

  4. Press CTRL+S or close the form.

    Note Note

    You can also use the Setup general ratesform to set up rates for a department. For the Departmentrate type, you can select the rate code line with different value types. On the Overviewtab, you can specify the department, date, and rate value for the selected rate code.

Set up rates based on group rate type

  1. Click Staff accounting> Setup> Payroll groupsto open the Payroll groupsform.

  2. Select a payroll group, and then click Ratesto open the Setup general ratesform.

    Note Note

    The rate codes and their names, value types, and values are displayed on the Ratestab.

  3. Repeat steps 3 through 10 in the Set up rates based on employee rate type topic.

  4. Press CTRL+S or close the form.

    Note Note

    You can also use the Setup general ratesform, to set up rates for a payroll group. For the Grouprate type, you can select the rate code line with different value types. On the Overviewtab, you can specify the payroll group, date, and rate value for the selected rate code.

See Also