Procountor labor union feature will be released in five parts. Later updates will include the release of percentage-based union fee and its collection, union fee accounting, and union fee report.
Next we release percentage-based union fee.
Edit or create a new labor union
Labor unions can be created in Management > Salary info > Labor union.
To create a new labor union or to edit the information, the user must have all rights to Supplier register and Payroll accounting (all salary functions).To view the information, the user must have viewing rights to Supplier register and Payroll accounting (all salary functions).
To create a new labor union, go to Management > Salary info > Labor union. Select Create a new labor union from the Select or create a new labor union drop-down menu and name it.
In this section, fill out the labor union IBAN bank account number and BIC code.
Non-mandatory information includes Company ID, Labor union number, and Labor union department.
Labor union can only have one bank account. Labor unions cannot be linked to one another.
In this section, you can fill out a fixed rate for the union fee for each employee.
Payment limits per employee
In this section, you can define the maximum and minimum yearly fee sums to be collected from the employee.
Company level bank reference codes
The selected year can be given either monthly or yearly bank reference codes.
Reference code selection criteria
This selection defines what date determines which reference number is selected from the company level reference codes to the purchase invoice; salary payment date (Salary slip payday) or the payment period end date (Salary slip payment period end date).
Adjustment history records the information of any users who have edited the labor union bank account number.
Creating a labor union automatically creates a supplier to the supplier register. The labor union bank account number and name can be edited either on the Labor union view on through the supplier register. The edited bank account and name will update on both views.
Adding a labor union to the employee
- In Employee register view, select the person and go to the person’s salary info view. Start by selecting Add labor union and select the labor union from the drop-down menu.
- If required, change the labor union department in case the employee belongs to a different department than the default.
- If the membership id is known, you can enter it to the Membership id field.
- Fill in the Membership start date. It is mandatory. Fill in the Membership end date if known. If you want to add a new labor union, the end date of the old membership end day must be added.
- Calculation method comes from the labor union settings.
- In the Explanation field you can enter information like "Employment ended" and it will show up in the union fee report.
By clicking Labor union settings, you can check the settings that exists behind the labor unions (do this only after you have saved the settings).
Behind the Union fee history -button, you can add a union fee sum that have been collected elsewhere e.g., in previous company during the same year. With this information we can track e.g., the max yearly fee limit that we are allowed to deduct during the year. Also, if you take automated union fee functionality into use in the middle of the year, please also add the sum that has been collected with a different salary type. That also in the case of having max yearly fee limit.
In this view you will also see the salary slips which had union fees, so that the monthly and yearly limits can be tracked.
Prior data -button is visible if the employee had some data in the previous labor union view at the time of releasing this feature (version release 69). You can utilize the data when creating a new labor union setting and adding them behind the employee.
Automated union fee calculation
When adding a labor union which uses the new automated calculations, Procountor checks if there is an old salary type (6040 or 6041) in the salary base and suggests the removal of it and replacing it with new salary type 6042 Trade union fee, fixed (automated calc.). If you cancel the process at this point, you need to remove the old salary type manually from the salary base, otherwise you won't be able to save the new setting.
If you accepted the removal of old salary type, Procountor will remove the old salary type and add the new salary type. Note that only one union fee setting can be valid at the same time.
Save the changes.
Manual union fee calculation
For manual union fee you can create the supplier the same way as for automated feature. Just choose the manual option for the calculation method. Please mark into the notes field the method you use to calculate the fee, so that we can expand the feature based on this information in the future.
Choose this labor union similarly behind the employee. After this, the process becomes manual as before,meaning the user must add the salary type (6040 or 6041) manually into the salary base. Purchase invoice and report are manual as before.
Deleting the labor union
You can delete the labor union setting, if it hasn't been used on any salary slip. If you have used the labor union settings in salary slips, you can mark the membership end date in case it shouldn't be used anymore. You won't see the automated salary type in the salary base after the end date and it won't come to the salary slip depending on the setting if it is based on payday or payment period end date.
When creating salary list, Procountor checks the selected employees if they have a valid labor union membership and adds the salary type into the slip. While creating those slips, Procountor checks if there have been previous payments during the same month and has the fixed fee been deducted totally or not. If it hasn't been the remaining sum is deducted.
In case union fee has been collected for the month already, the salary type is still seen in the salary slip, but the sum is zero and additional info has information that the monthly limit has been reached.
Similarly, Procountor checks the possible yearly max limit, and if the limit has been reached, the salary type is visible in the salary slip, the sum is what it can be until the limit or zero, and in the additional info there's information that the yearly limit has been reached.
Note that the minimun yearly limit in the labor union settings is not tracked by Procountor, it is purely a notes field.
Procountor Ledger and labor union fee
Since there is no supplier register in Ledger light and ledger basic –versions, the labor union fee calculation cannot be used. You can use a note -field, that is found in Salary base -view. You can manually maintain the information about the employee’s labor union fees.