1. Presented by: Cheryl Whitmore Date: 16th March 2015
Session 41 Implementation of Total Remuneration Salary Package Structure (TRP) at UKZN (Adapt IT perspective)
Presented by: Cheryl Whitmore
Date: 16th March 2015

2. Implementation of TRP at UKZN Contents
Pre-implementation
Implementation
Local Software Development
Questions

3. TRP implementation at UKZN Pre-implementation process
Workshop
Client’s expectation (goal to be achieved)
Current process (existing /new structure)
Existing, maintained on a spreadsheet
Employee categories to be moved onto TRP Structure

4. TRP implementation at UKZN Pre-implementation process
Components of TRP
Pensionable salary = determined by employee, between 50 and 100% of total TRP
Pension /Provident Funds = 7 Funds, variable percentage
Medical Aid = 2 Funds
Group Life = 2 Funds
Bonus Provision (monthly tax on bonus offered)
Pension Provision on Bonus Provision = 4 of 7 funds
Executive Allowance
Car Allowance
Travel Allowance
Housing Allowance
Medical Allowance
Non pensionable earnings (balancing factor)

5. TRP implementation at UKZN Pre-implementation process
Identifying /prioritizing any potential Local Software development
In Scope (Adapt IT) /Out of Scope (UKZN) responsibilities
Timeline (High Level)
Minutes of Workshop
Project Plan /Time Line /Quote
Acceptance of quote /Start Date & Delivery Date set
Critical area = Time Line /Commitment to project

6. TRP implementation at UKZN Implementation process
Refresh of Test Machine
TRP employees moved onto unique calc number, salary calc run (before image), rollback
New Appointment Types defined, access control setup
Service Records {PBOP-2}
Backup of table (PAQSAL)
Conversion Codes
Existing Service Record ended, new Service Record started
Future Service Records

7. TRP implementation at UKZN Implementation process
Salary Notch {FPRI-1 pg5}
Backup of table (FTDSER)
New Notch inserted (total TRP), with Note Code indicating TRP Implementation
Future Salary Notches

8. TRP implementation at UKZN Implementation process
Design of Structure

9. TRP implementation at UKZN Implementation process
ED Code P010 - TRP Pension /Provident Fund (7 Funds)

10. TRP implementation at UKZN Implementation process
ED Code P045 - TRP Pension /Provident Provision on Bonus Provision (4 of the 7 Pension /Provident Funds)

11. TRP implementation at UKZN Implementation process
ED Code P050 – TRP Non Pensionable Earnings
(Total TRP less Components = Non Pensionable Earnings)

12. TRP implementation at UKZN Implementation process
Bonus calculation rules
Tax on Bonus calculated either monthly or annually
Bonus payment:
accumulated monthly bonus provision (C4 employees) or
Fund Salary (non C4 employees)
Bonus may be pensionable or non-pensionable
For both C4 and non C4 employees; 7 Pension /Provident Funds of that 4 funds pensionable, 3 funds non-pensionable
The bonus provision accumulated for C4 employees prior to TRP implementation to be included in Bonus payment after TRP implementation

13. TRP implementation at UKZN Implementation process
Design of Bonus calculation

14. TRP implementation at UKZN Implementation process
Bonus Calculation (Local Software Development)
Package developed to use with Calc Method ‘I’
To identify C4 employees (Personnel Indicator {PBOP-22})
To identify which ED codes used in previous months salary calculations are to be summed for bonus payment
To identify the period to be summed, service period, broken service, maximum 12 months
New SOD developed on {FPRM-9}
ED Group defined on {FPRC-7}

15. TRP implementation at UKZN Implementation process
ED Code C011 – TRP BONUS FOR C4 EMPLOYEES ONLY
(C4 employees only, sum actual Bonus Provision from salary transactions table
(FSFTRN) for maximum 12 months prior to bonus month, taking into account
service period

16. TRP implementation at UKZN Implementation process
ED Code C012 – TRP C4 Fund Salary Bonus Contra
(For C4 employees, where actual Bonus provision is calculated (ED C011)
contra out the Fund Salary Bonus (ED C010))

17. TRP implementation at UKZN Implementation process
ED Code C013 – TRP Bonus Non Pensionable
(For all TRP employees (i.e. C4 and non C4), if employee belongs to Pension
/Provident Fund where Bonus is not pensionable, contra out the Bonus at
pensionable salary level)

18. TRP implementation at UKZN Implementation process
ED Code 0150 – Bonus
(Sum all Bonus transactions, print on payslip set to yes)

19. TRP implementation at UKZN Implementation process
Design Global transactions for new Appointment Types {FPRG-7}
New TRP ED Codes
Merge existing structure
Identify existing Individual Transactions that form part of TRP, for TRP employees that need to be converted to new ED Codes {FPRI-2}
End existing transaction
Create new transaction using TRP ED Code
Pension Level conversion
Create Individual Transactions for Bonus Provision Accrual (pre TRP Implementation) and contra entry
Create scripts to insert data (no manual capturing)

20. TRP implementation at UKZN Implementation process
Backup tables
Transfer and run scripts
Re-run salary calc, testing
Handover meeting with UKZN in order for UKZN to start extensive testing
Production Machine
Client to give go-ahead
Backup of all applicable tables
Selects re-run on Individual Transactions, compared to previous data
Scripts transferred and run
Output files verified
Extensive testing by UKZN
Go-live

21. TRP implementation at UKZN Local Software Development
(excluding Bonus calculation discussed earlier)
Back port development of Calc Method ‘I’ to Integrator 1
Report to identify employees who have a negative TRP Non-Pensionable amount, prior to running the salary calc
New SOD on {FPRM-9}
ED Group defined on {FPRC-7}

22. TRP implementation at UKZN Questions

23. Disclaimer
The information, comments and material presented in this presentation are provided for information purposes only. The presentation is not addressing all possible technical or business aspects and does not claim to be complete or exhaustive.
Adapt IT reserves the right to change its business or product development plans as circumstances dictate.
This document may not be reproduced or distributed without the written permission of Adapt IT.

24. Thank you