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spay:hrmsprocguide:client_data_import [2020/05/14 17:50]
mclement
spay:hrmsprocguide:client_data_import [2020/05/19 09:41] (current)
mclement
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-====== Generate Employee PRGF Flag (WIP) ======+====== Generate Employee PRGF Flag ======
-To update employees PRGF Contribution and Pension Scheme flags, use the steps below.+To generate and update employees PRGF Contribution flag, use the steps below. You must also generate and update employees Pension scheme flag as per MRA's requirement. 
 + 
 +PRGF Flag indicates whether the employer contributes or not to the PRGF for the employee  
 + 
 +Pension Scheme Flag indicates whether retirement benefits of the employee are payable under the Statutory Bodies Pension Funds Act; or in accordance with a private pension scheme.
{{:spay:hrmsprocguide:prgf_hrms_settings_clientdataimport.png|}} {{:spay:hrmsprocguide:prgf_hrms_settings_clientdataimport.png|}}
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{{:spay:hrmsprocguide:prgf_hrms_settings_clientdataimport_emp_prgf.png|}} {{:spay:hrmsprocguide:prgf_hrms_settings_clientdataimport_emp_prgf.png|}}
- +Step 4: Click Employee PRGF Flags from the Payroll Treeview
- +
-Image +
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-Step 4: Click Employee PRGF Flag +
This operation generates an Excel file containing a list of employees where PRGF and Pension Scheme Flags must be updated This operation generates an Excel file containing a list of employees where PRGF and Pension Scheme Flags must be updated
-The status of the generated file is displayed through the log +Step 5: Click Download template button
- +
-Image +
- +
-Step 5: Click Download Update button+
The Excel file provides a list of The Excel file provides a list of
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Save the file to a location Save the file to a location
-Image+{{:spay:hrmsprocguide:prgf_hrms_generate_update_excel1.png|}}
Step 6:Update columns PRGF Flag and Pension Scheme Flag Step 6:Update columns PRGF Flag and Pension Scheme Flag
-PRGF Flag with values Y (YES) or N (NO) PRGF Flag indicates whether the employer is contributing or not to the PRGF for the employee +  * **Pension Scheme Flag** with values Y (YES) or N (NO) - Pension Flag indicates whether retirement benefits of the employee are payable under the Statutory Bodies Pension Funds Act; or in accordance with a private pension scheme. 
 +  
 +  * **PRGF Flag** with values Y (YES) or N (NO) - PRGF Flag indicates whether the employer contributes or not to the PRGF for the employee.
-Pension Scheme Flag with values Y (YES) or N (NO) – Pension Flag indicates whether the employee has a pension plan or not as per the specification of the Monthly PRGF Return, this flag indicates whether retirement benefits of the employee are payable under the Statutory Bodies Pension Funds Act; or in accordance with a private pension scheme+**However, the PRGF Fund is applicable to all workers of the private sector, excluding:** 
 +  * (i)   A worker drawing a basic wage of more than Rs200,000 a month; 
 +  * (ii)  A migrant worker or a non-citizen; and 
 +  * (iii) A worker whose retirement benefits are payable under the Statutory Bodies Pension Fund Act or in accordance with a private pension scheme 
 +  
 +To help you with the above flags, please find below some possible values:-
-Save and close the file +  *  **A worker drawing a basic wage of more than Rs200,000 a month** 
- +__//Pension Scheme flag (Yes) PRGF flag (No)//__ or __//Pension Scheme flag (No) PRGF flag (No)//__ 
-Image+  *  **A migrant worker or a non-citizen ** 
 +__//Pension Scheme flag (Yes) PRGF flag (No)//__ or __//Pension Scheme flag (No) PRGF flag (No)//__ 
 +  *  **Retirement benefits of the employee are payable under a Private pension scheme** 
 +__//Pension Scheme flag (Yes) PRGF flag (No)//__ 
 +  * **Retirement benefits of the employee are payable under the Statutory Bodies Pension Funds Act** 
 +__//Pension Scheme flag (Yes) PRGF flag (No)//__ 
 +  * **Retirement benefits of the employee are payable neither under Private pension scheme nor under Statutory Bodies Pension Funds Act** 
 +__//Pension Scheme flag (No) PRGF flag (Yes)//__ 
 +After the file is updated, Save and close the file
To import the fie To import the fie
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Step 7:Click Choose file Step 7:Click Choose file
-Image+{{:spay:hrmsprocguide:prgf_hrms_emp_prgf_import.png|}}
Step 8:Browse the Excel file location Step 8:Browse the Excel file location
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Select the file Select the file
-Click OK +Click Import
- +
-Image +
- +
- +
-The above operation: +
- +
-Updates the PRFG Contribution and Pension Scheme flags per employee through the Employee Masterfile. To view the result, go to Employee as per illustration 1 below+
-Activates the PRGF Contribution per employee (where PRGF flag has been set to Y)+To view the result, go to Employee List as shown below
-Image+{{:spay:hrmsprocguide:prgf_hrms_emp_list.png|}}
-Illustration 1 

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