Create a New Agreement for a Single Employee

Explanation

This activity is used to create a complete agreement for a single employee using the New Agreement Assistant. Additional employees can be included later in the Agreement window.

Prerequisites

In order to perform this activity:

• Employee has to be registered in the system (Mandatory),
• Assistant scheme has to be defined in the Agreement Configuration window (Mandatory),
• 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
• Code parts have to be registered in the system.

System Effects

As a result of this activity, an agreement will be registered in the system for a single employee.

Window

New Agreement Assistant

Related Window Descriptions

New Agreement Assistant

Procedure

1. Open the New Agreement Assistant window. The assistant can be opened from Agreement and Employee Agreement windows by adding a new record in the header. It is also accessible directly from the navigator.
2. In the Employee ID field, enter the identifier of an employee for whom the agreement will be created.
3. In the Scheme ID field, you can change the scheme which determines mandatory assistant steps and suggested field values. If there is a default scheme registered in the system, it will be automatically suggested. Otherwise you have to manually select it from the list of values.
4. In the Agreement No field, enter the a unique identifier for the agreement you are creating.
5. In the Agreement Description field, you can enter an additional description of the agreement.
6. In the Date From and Date To fields, enter how long the agreement will be valid.
7. In the Agreement Subject field, enter a detailed description of the agreement.
8. In the Parameter ID field, enter the parameter which will store the total amount offered to the employee in the agreement.
9. In the Amount field, enter how much money will be paid in total for the entire agreement.
10. 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.
11. 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.
12. 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.
13. The assistant will automatically divide the total amount (entered in step 9) into a number of smaller amounts (entered in step 11) which will be generated as parameters with a frequency selected in step 10. This is sufficient information to create an agreement, but the assistant offers additional features:
    • All smaller amounts will be equal. To change this setting, click Next.
    • All agreement parameters (such as insurance, taxes etc.) will be automatically fetched form the scheme (selected in step 3). To modify those parameters, click Next.
    • To add prepostings to the agreement, click Next.
    • If you don't want to change anything, click Finish.
14. In the Agreement Parameters tab, you have following options:
    • You can modify amounts associated with parameters by altering the Amount field.
    • You can modify the number of parameters by adding a new record.
    • You can modify when the parameter will become valid by modifying the Validation Date field.
    • You can change the parameter on which the portion of the total amount will be generated by modifying the Parameter ID field.
15. Once you are done with your changes, you can complete the agreement creation by clicking Finish.
    All agreement parameters (such as insurance, taxes etc.) will be automatically fetched form the scheme (selected in step 3). To modify those parameters, click Next.
16. In the Parameters tab, you can modify, add, or remove parameters which will alter how the agreement will be calculated in payroll (taxes, insurance, expenses etc.).
17. Once you are done with your changes, you can create the agreement by clicking Finish.
    If you want to add prepostings for the agreement, click Next
18. In the Preposting tab, you can add code parts that will be used in financials to properly process the agreement.
    You can add, modify, or remove code parts and relevant project activities (relevant only for project code parts).
19. Click Finish.