Configure New Agreement Assistant

Explanation

This activity is used to create an assistant scheme that can be later used in the New Agreement Assistant. The purpose of the scheme is to automatically fill in some field values, parameters, and enforce some assistant steps, greatly shortening time it takes to create new agreements. Not all steps listed in this activity have to be followed. Skipping them only means that less field values will be suggested when the scheme is used in the assistant.

Prerequisites

In order to perform this activity:

• Payroll wage code parameter of the Agreement type has to defined in the system. (Mandatory)
• Payroll wage code parameter of the Agreement Parameter type has to be defined in the system.
• Payroll wage code parameter of the Agreement Parameter Numeric type has to be defined in the system

System Effects

As a result of this activity, an assistant scheme will be created, enabling the use of the New Agreement Assistant window.

Window

Agreement Configuration

Related Window Descriptions

Agreement Configuration

Procedure

1. Open the Agreement Configuration window.
2. In the Scheme ID field, enter the unique used by the assistant to load scheme parameters.
3. In the Scheme Name field, enter the name for the scheme.
4. If you want the scheme to be suggested by default each time the assistant is used, select the Default check box.
5. In the Parameter ID field, enter the parameter which will store the total amount offered to the employee in the agreement.
6. In the Generation Frequency field, select how often a parameter with a portion of the total agreement amount will be generated (this will be, e.g., a monthly/weekly payment transferred to employee's payroll).
   Following values are available:
   • Monthly - a parameter with a portion of the total amount will be generated every month.
   • Weekly - a parameter with a portion of the total amount will be generated every week.
7. In the Number of Generated Periods field, enter the number of installments into which the total amount should be divided and generated. Each installment will be a single parameter, generated with a frequency set in step 10.
8. In the Parameter Generated on field, select when the parameter with a portion of the total agreement amount will be generated.
   Following values are available:
   • First Day of Each Period - parameters will be generated on the first day of each period.
   • Last Day of Each Period - parameters will be generated on the last day of each period.
   • Specified Day of Each Period - parameters will be generated after a number of days passes since the beginning of each period. If you select this option, enter the day on which parameters should be generated in the Day field.
9. In the Agreement Description field, you can enter an additional description of the agreement.
10. In the Agreement Subject field, enter a detailed description of the agreement.
11. In the Required Steps area, select mandatory steps for the assistant:
    • Select the Parameter check box to make the step with definition of agreement parameters mandatory.
    • Select the Prepostings check box to make the step with preposting definition mandatory.
12. In the Parameters tab, you can enter agreement parameters which will be suggested by default when the scheme is selected:
    • In the Parameter ID field, enter the identifier of a parameter which will determine how amounts of money included in the agreement will be calculated (taxes, insurance etc.)
    • In the Value field, enter the value of the parameter.
13. Save your changes.