To enter supervisor information for an employee or contingent worker:Once you have set up basic assignment details, you can enter additional information in the tabbed regions of the Assignment window, for example, supervisor details, special ceiling progression points or salary information.
The tabbed regions that appear in the Assignment window vary according to person type and localization.
To enter supervisor information for an employee or contingent worker:Choose the Supervisor tabbed region.
Select the name and number of the worker's personal supervisor. If you use assignment-based supervisor hierarchies, select the supervisor's assignment number.
You can select a contingent worker as a supervisor only if the HR: Expand Role of Contingent Worker user profile option is set to Yes.
You can select a supervisor from another Business Group if the HR:Cross Business Group user profile option is set to Yes at your site.
Note: This information is not updated by the system. Use organization and position hierarchies to show management reporting lines.
The probation period defaults from the employee's position.
To enter probation period and notice information for an employee:Choose the Probation and Notice Period tabbed region.
Amend the default probation period for your employee's assignment, if required.
Enter the notice period for the assignment, if required.
The Normal Time field and the Working At Home check box default from the position. If these standard conditions are not defined for the position, they default from the internal organization or business group. The Regular Working Hours and Frequency fields inherit their values from the internal organization to which the employee is assigned. The Individual Working Hours field defaults to the same value as the regular working hours and the Part-time Percentage field defaults to 100%. If this information is not defined for the internal organization, the application searches up the organization hierarchy to find the relevant information.
To enter standard conditions information for an employee or contingent worker:Choose the Standard Conditions tabbed region.
Amend the standard work day information for your employee or contingent worker assignment, if required.
Enter an employee's hours in the Individual Working Hours field if their working hours are different from the regular working hours. For example, if the employee is part-time. The Part-time Percentage field automatically calculates the employee's part time percentage value.
The ABP pensions report uses the part time percentage value for reporting purposes.
Note: If you selected the pseudo calculation rule to derive the social insurance (SI) basis, the application uses the part-time percentage value in the SI contribution calculations.
See: Entering Dutch SI Type Information
You can create a FastFormula to calculate a part-time percentage for an assignment and override the assignment-level information. You must name the formula NL_PART_TIME_PERCENTAGE. The formula has no input values and returns a parameter called Part_Time_Percentage, in the format 999.9999.
See: Formulas to Enable Additional Part-time Percentages for the Netherlands
For IZA calculation: If the working hours vary during a payroll period and the IZA Working Hours balance does not have a value, the application derives an average value of the working hours for use in the IZA calculation.
For benefit administration, enter whether your employee's assignment is hourly or salaried. If you are in the US, benefits are often based on whether a person is paid hourly or receives a salary.
Note: If you are setting up benefits based on salaried or hourly pay you must set up the Hourly/Salaried field in addition to the Pay Basis. The Pay Basis identifies how pay is quoted within Salary Administration and enables an employee to have their pay quoted as hourly, but be paid a salary. Therefore, for benefits, you need to set up whether your employee is paid hourly or receives a salary.
To enter primary or secondary assignment and miscellaneous information for an employee or contingent worker:Choose the Miscellaneous tabbed region.
Enter the internal address details (such as the floor or office number), if required. The system adds the details to the location address.
Select a reason for adding or changing the assignment, if required. You define valid reasons as values for the lookup types Reason for Change to Employee Assignment (EMP_ASSIGN_REASON) for employees and Contingent Worker Assignment Reasons (CWK_ASSIGN_REASON) for contingent workers.
If you use Oracle Services Procurement to provide purchase order information for contingent worker assignments, the purchase order line may include the projected assignment end date. In this case, the date appears in the Projected Assignment End field. Otherwise, enter the projected end date of the assignment.
Select a Job Level.
Select the Manager box if the assignment is at manager level and you want to include this worker in the Organization Hierarchy Report as a manager. (You can select Manager for a contingent worker assignment only if the HR: Expand Role of Contingent Worker user profile option is set to Yes.)
Primary or Secondary Assignment
By default, the first assignment entered for an employee is the primary assignment, and the Primary box is automatically checked. If you are now entering a secondary assignment, the Primary box is automatically unchecked. You can leave the Primary box as it is.
. Check the Primary check box to update a secondary assignment to Primary. See: Changing Primary Assignments
A special ceiling progression point is the highest point to which the Increment Progression Points process can automatically progress the employee.
To enter special ceiling information for an employee:Choose the Special Ceiling tabbed region.
Enter a special ceiling if the employee is assigned to a grade, and a grade scale is defined for this grade. This special ceiling overrides the ceiling defined for the grade scale.
Using the Salary Administration window, you can enter a proposed salary change for an employee, associate this change with a performance review, and accept or revise the change later. To administer an employee's salary in this way, you first assign the employee to a salary basis in the Salary Information region.
To enter salary information for an employee:Choose the Salary Information tabbed region.
Select a salary basis for the employee.
You can also enter the frequency of salary and performance reviews.
Attention: If you change an employee's salary basis to one that uses a different salary element, the employee's existing salary element entry will be ended. Using the Salary Administration window, you should make a new salary entry for the employee, effective from the date of the salary basis change.
For more information about salary administration, see: Salary Administration
To enter bargaining unit and union membership information for an employee:Choose the Bargaining Unit tabbed region.
Enter a bargaining unit code for your employee's assignment. This is usually the legally recognized collective negotiating organization.
Note: You set up your different bargaining units as values for the Lookup type BARGAINING_UNIT_CODE
Select whether the employee associated with the assignment is a member of a union.
Note: This check box is not displayed for German users.
Note: This tabbed region displays only if you have Oracle Projects installed.
To enter a billing title for an employee or contingent worker (Oracle Projects only):Choose the Project Information tabbed region.
Enter a billing title. The information you enter in the Billing Title field is used as the default on project customer invoices. You can override this information using Project Accounting.
Enter a project title.
Note: The Supplier tabbed region does not display for employees.
You use the Supplier tabbed region to record information about the supplier providing the contingent worker to your enterprise. The procedure depends on whether you are using Oracle Services Procurement to provide purchase order information for contingent worker assignments.
To enter supplier information for a contingent worker:If you are not using Oracle Services Procurement:
Choose the Supplier tabbed region.
Select the name of the supplier and the supplier site for the contingent worker.
Enter supplier IDs for the contingent worker and the assignment, if available. These values identify the worker and the assignment to the supplier.
If you are using Oracle Services Procurement:
Choose the Supplier tabbed region.
Select a purchase order number for this assignment.
If only one purchase order line exists, it appears in the Purchase Order Line field. Otherwise, select a purchase order line. Note that the Purchase Order Line field is enabled only when you select a purchase order.
Information from the purchase order appears automatically in the Supplier Name and Supplier Site fields. If the purchase order line includes a job value, it replaces any value in the Job field.
Enter supplier IDs for the contingent worker and the assignment, if available. These values identify the worker and the assignment to the supplier.
The information you select here determines the tax calculations for an employee's assignment.
Attention: You must select a payroll for an employee's assignment before you can enter tax related information.
To enter tax reductions and tax code information for an employee:Choose the Tax Reductions and Tax Code tabbed region.
Select whether tax reductions apply to the employee.
This field indicates whether an employee is eligible for general tax reductions as well as all other tax reductions. If you select No, you will be unable to select further tax reduction information.
Select whether labour tax reductions apply to the employee.
Attention: If you select Yes for labour tax reduction, the tax code for the employee must not be set to 226, 227 or 228. This is to ensure that the calculations for standard tax are correct.
Select whether additional senior tax reductions apply to the employee. The additional senior tax reduction applies to employees who are 65 years of age or over.
Select the tax code.
There are three methods for selecting the tax code, you can:
Manually enter the three digit tax code.
Select a special tax code from the list. These tax codes are fixed for special employment, and have a certain tax calculation.
Choose a type of taxation in the Taxation Type field and a tax table in the Tax Table field.
Attention: If you select the white tax table and have the Labour Tax Reduction field set to Yes for the employee, the first digit in the tax code must not be 6 or 7. This is to ensure that the calculations for standard tax are correct.
The payroll period information defaults from the payroll assigned to the employee's assignment.
To enter income details for taxation information:Choose the Income Details for Taxation tabbed region.
Select the employee's income code.
Note: The income code does not affect the tax calculations.
To derive the percentage rate used in the special tax calculation, you need the employee's taxable income from the previous year. The system derives a value to appear in the Special Rate Annual Income field, representing the employee's previous year's taxable income. To enable the derivation of the employee's previous year's salary for special type taxation calculation, you must run the Dutch Reset Last Year Salary Override Process.
See: Running the Dutch Reset Last Year Salary Override Process.
To derive the taxable income in the previous year for an employee, see: Previous Year's Taxable Income for the Netherlands
Note: If the system cannot derive a value, the application assumes the value to be zero.
If the application does not generate a value in the Last Year Salary field, you must enter the employee's previous year's salary in the Override field to enable the calculation of special type taxation. If you use this method of calculation, the value you enter automatically copies to the employee's active assignments, for the same effective date.
Caution: Ensure the Override field is blank if you want to use the derived value for the calculation of special tax. If a value exists in the Override field, even zero, it will override the derived figure.
You can select special indicators for an employee to indicate if they are entitled to a certain allowance or benefit. For example if an employee is entitled to a company car allowance, you can choose the special indicator: 01 Company Car.
If an employee is a student who works throughout the summer, you can choose the special indicator 28 Student Arrangement. This enables the student's taxes to be calculated at a more beneficial rate.
Note: This applies to standard taxation only and assumes that the standard taxable income is based on a quarter, even if the employee is on a monthly or weekly payroll.
To enter special indicators for taxation information:Choose the Special Indicators for Taxation tabbed region.
Select the special indicators that apply to the employee.
You can select various tax deductions for the employee using the Miscellaneous Tax Details tabbed region.
To enter miscellaneous tax details information:Choose the Miscellaneous Tax Details tabbed region.
Select Yes in the 30% Rule field if the employee is a foreign worker that is entitled to be taxed at a more beneficial rate. If this rule does apply, the social insurance income and social insurance gross salary will also be reduced by 30%.
Enter the date the rule expires in the 30% Rule Expiry Date field. If you do not enter an end date, the rule never expires.
Select any other miscellaneous tax information for the employee.
Note: The other information you select here is for information purposes only.
Entering Special Rate Taxation:Use the Special Rate Taxation tabbed region to record whether the employee is entitled to have their tax calculated at a more beneficial rate.
See: Processing the Beneficial Rule for more information.
Choose the Special Rate Taxation tabbed region.
Select whether the beneficial rule applies to the employee.
If the employee has been assigned a special tax percentage from the tax authorities, enter the figure in the Individual Percentage field.
Enter the date the special tax percentage rate was approved in the Date Approved field.
Enter the date from when the special tax percentage rate is effective in the Commencing From field.
Enter the date the special tax percentage rate ceases to apply in the Date Ending field.
Entering Social Insurance Information:Use the Social Insurance/Pensions tabbed region to select the method for deriving the maximum social insurance.
Choose the Social Insurance/Pensions tabbed region.
Select the method of deriving the maximum number of SI days allowed for each period. The social insurance contribution and pension contribution calculations use this method in the calculation of SI days.
Weeks Worked - five days per week for the weeks that the employee works.
Payroll Period - the number of week days in a period.
Enter a figure in the Override Real SI Days field. This figure overrides the figure derived from the maximum SI days method, if the real SI days is the chosen method of calculation.
To enter grade ladder information for an employee:You must enter grade ladder information to use the Grade/Step Progression process.
Choose the Grade Ladder tabbed region.
Select the grade ladder for this assignment. If you selected a grade for this assignment previously, all the grade ladders that use that grade are available. If you have not selected a grade, all the active grade ladders in your enterprise are available.