(FRA) Meeting Regulatory Requirements for France

This chapter provides overviews of French regulatory requirements and pension and contingency fund data, and discusses how to:

• Set up French regulatory requirements.

• Review pension and contingency fund information.

• Run the Disability report.

• Manage elections and run the Election report.

• Prepare and run the Employee Survey report.

• Run workforce reporting statutory reports.

• Prepare and run the Training 2483 report.

Understanding French Regulatory Requirements

Human Resources provides resources for managing and reporting on various types of data that are required by French government regulations.

PeopleSoft provides the following French regulatory reports:

• Disability (DIS001).

• Election (ELE001).

• Employee Survey (SOC001).

• Monthly Workforce (REG001FR).

• Personal Register (REG002FR).

• Training 2483 (TRN029).

• Workforce by Nationality (REG003FR).

• Single Hiring Statement (HRSHSFRA).

• BIAF report (Bordereau Individuel d'Accès à la Formation report) (REG004FR).

See Also

(FRA) Meet Regulatory Requirements Reports for France

Prerequisites

Set up control tables using the following pages before running French regulatory reports:

In addition to setting up the control tables, you must set up Training 2483 report groups and indicators.

Understanding Pension and Contingency Fund Data

In France, employees and employers contribute to different types of pension funds:

• Association des Régimes de Retraites Complémentaires (ARRCO) is a complementary pension fund to which all employees can contribute.

• Association Générale des Institutions de Retraite des Cadres (AGIRC) is a complementary pension fund for executives.

• Contingency funds supplement standard social security payments.

The funds to which an employee contributes are determined by the employee's contract. The Category Status field in the French section of the Contract Data - Contract Type/Clause page defines employees' manager or non-manager status for pension fund processing.

Companies and establishments set up contracts with organizations, known as institutions, that manage a particular type of fund. For some contracts, it is mandatory that employee contribute to that fund but others are optional.

In Human Resources you set up the pension and contingency data as follows:

1. Set up the codes for the funds to which employees contribute.

2. Define the institutions that manage the pension and contingency funds.

   For each institution define the institution number, the institution type (ARRCO, AGIRC, or Contingency), the fund managed by that institution, the DUCS and DADS codes for the institution, the institution address, and the SIRET number.

3. Define the pension/contingency contracts.

   For each pension/contingency contract you define the membership number (contract number), the institution associated with the contract, and assign the contract to companies or establishments in the organization.

The pages for setting up the fund codes, institutions, and pension/contingency contracts are in Set Up HRMS, Product Related, Workforce Monitoring, Meeting Regulatory Requirements FRA and described in this chapter.

Pension and contingency funds are assigned to companies and establishments from the Pension/Contingency Contracts page, but you can also assign pension and contingency funds to individual employees from the Contract Data - Contract Type/Clauses page. The Contact Data component is described in the PeopleSoft Enterprise Human Resources: Administer Workforce PeopleBook.

See Entering Additional Data in Human Resources Records.

For AGIRC and ARRCO contracts, a contract defined on the Contract Type/Clauses page overrides any contracts defined at the company or establishment level. However, for contingency funds, contracts assigned at the employee level are added to funds defined at the company or establishment level. If you have PeopleSoft Enterprise Global Payroll for France installed, it takes into account all contingency contracts that are applicable to the employee.

The Pension/Cont. Contracts Review page enables you to view a list of the pension and contingency funds for which an employee is eligible. Access this page as follows: Workforce Monitoring, Meet Regulatory Rqmts FRA, Pension/Cont. Contracts Review. This page is described in this chapter.

See Page Used to Review Employee Pension and Contingency Fund Contracts.

If you have PeopleSoft Enterprise Global Payroll for France installed, refer to the PeopleSoft Enterprise Global Payroll for France PeopleBook for information about processing contributions through payroll.

See Defining ARRCO, AGIRC, and Contingency Fund Contributions.

Setting Up French Regulatory Requirements

To set up the French regulatory requirements, use the Contract Type Group (CNTRCT_TYPE_GRP), Action Group (ACTION_GRP_FRA), Country Group (COUNTRY_GRP), Define Employee Survey Indicators (SOC_INDIC_TBL_FRA), Election Group (ELECTION_GR_TBL), Election Roll (ELECTION_RL_TBL), Mandatory Base Scheme (BSE_SCH_FRA_TBL), Contract Event (CTC_KND_FRA_TBL), Category Status (CTG_STS_FRA_TBL), Covered Population (CVD_POP_FRA_TBL), Job Category (JOB_CTG_FRA_TBL), Previous Employment Situation (WRK_EXP_FRA_TBL), Medical Organization (MED_ORG_FRA_TBL), Population Category (POP_CTG_FRA_TBL), Professional Status (PRF_STS_FRA_TBL), Funds Codes (FUND_FRA_TBL), Pension/Ctgcy Institutions (FUND_INST_FRA), and the Pension/Contingency Contracts (CNTRCT_FUND_FRA), 2483 Parameters (TRN_2483_PARM), and 2483 Indicators (GROUP_2483_TBL_GBL) components.

This section provides an overview of pages with system-populated fields and discusses how to:

• Group contract types.

• Update groups.

• Update indicators.

• Set up pension and contingency fund institutions.

• Set up pension/contingency fund contracts.

Understanding Pages with System-Populated Fields

The following pages are populated with system data:

• Mandatory Base Scheme.

• Contract Event.

• Category Status.

• Covered Population.

• Job Category.

• Medical Organization.

• Population Category.

• Professional Status.

On these pages, you can modify, delete, and add new codes. As legislative changes occur, you can easily update this data to comply with French legislation that applies to your organization. In some cases, not all the system data is populated, because only a few parts of this information may be relevant to your organization.

Pages Used to Set Up French Regulatory Requirements

Grouping Contract Types

Access the Contract Type Group page.

SetID and Contract Type

Enter or look up a setID and a contract type to associate with this group name. These groups are used for legal reporting, including the Training 2483 report, Monthly Workforce report, and Personal Register report.

Updating Groups

Access the Employee Survey Group page.

Note. All groups and nearly all indicators that you must prepare for the Employee Survey report already exist in the Employee Survey Group table and the Employee Survey Indicator table as system data; however, the Employee Survey process does not determine all indicators. The system determines about half of the indicators. Use the Employee Survey Group page and the Employee Survey Indicator page to modify these groups and indicators, if necessary.

Updating Indicators

Access the Employee Survey Indicator page.

Indicator

The code is defined in the employee survey legal requirement.

Number of Columns

Displays the total number of columns and the corresponding column descriptions that are entered on the Employee Survey Group page. The number of Descr. (description) fields that appear at the bottom of the page is linked to the value that you enter in the Number of Columns field. The descriptions that you enter are the headings for the categories, or columns, on the report. In this example, the Payment group displays the following columns in the report: Executive, Act Exec, Technician, Worker, Non Qua EE and Total.

Computation Rules

More than 60 PeopleSoft Application Engine processes are built into Human Resources for the majority of the indicators.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Application Engine

Setting Up Pension and Contingency Fund Institutions

Access the Institution Type page.

Institution Type	Select the institution type. Valid values are: AGIRC: Pension funds for managers (cadres). ARRCO: Pension funds for managers and non-managers (non-cadres). Contingency: Contingency funds.
Fund Code	Select the fund code to which the institution is affiliated.
DADS Code	Enter the DADS code to use for DADS reporting. This may be different from the institution code. Contact the institution to find out which the DADS code you should use. See Setting Up DUCS and DADS Reporting.
DUCS Code	Enter the DUCS code for DUCS reporting. This may be different from the institution code. Contact the institution to find out which the DUCS code you should use. See Setting Up DUCS and DADS Reporting.

Setting Up Pension/Contingency Fund Contracts

Access the Pension/Contingency Contracts page.

Institution # (institution number)	Select the institution associated with the membership number. See Setting Up Pension and Contingency Fund Institutions.
Institution Type	Displays the institution type that is defined on the Institution Type page.
Fund Code	Displays the institution's fund code that is defined on the Institution Type page.
Membership Date	Enter the date that the contract was initially signed.
Mandatory, Optional	Select Mandatory if the contract applies to all employees in the companies and establishments selected. Select Optional if the contract applies to selected employees only. If the institution type is ARRCO or AGIRC, the system selects Mandatory and the fields are display-only. If a contract is optional, this affects the calculation of social and fiscal reinstatement in Global Payroll for France. See Understanding ARRCO, AGIRC, and Contingency Fund Contributions.

Population Category

This scroll area is available for entry if the institution type is Contingency and you have PeopleSoft Enterprise Global Payroll for France installed. Use it to identify the population that is eligible for the contingency contract and define how contributions are calculated.

Companies

Select the companies that subscribe to the contract. This field is available if the contract is mandatory. If it is an optional contract you assign the contract to employees using the Update Contracts component (CONTRACT_DATA).

Establishments

Select the establishments that subscribe to the contract. This field is available if the contract is mandatory.

Note. If the contract is mandatory and you leave the Company and Establishment ID fields blank, the system issues an error message.

Reviewing Pension and Contingency Fund Information

This section discusses how to review employee pension and contingency fund contracts.

Page Used to Review Employee Pension and Contingency Fund Contracts

Reviewing Employee Pension and Contingency Fund Contracts

Access the Pension/Cont. Contracts Review page.

Inquire Date, Refresh	The system displays the employee's pension/contingency contract information as of the current date. If you want to view the information for a different effective date, enter the date and click the Refresh button.
Membership Number	Displays the number of the pension/contingency fund contract to which the employee is eligible. Click the link in this column to view the contract definition. The system displays the Pension/Contingency Contracts page. See Maintaining INSEE Codes.
Institution # (institution number)	Displays the institution ID of the institution associated with the pension/contingency fund contract.
Institution Type	Displays the institution type. This is one of: AGIRC, ARRCO, or Contingency.
Fund Code	Displays the fund code associated with the institution.

Payroll Details

Access the Payroll Details tab.

Mandatory/Optional	Indicates if the pension or contingency fund is mandatory for employees in the company or establishment to which the fund is linked.
Payroll Use	The check box is display-only and only applies to customers who have PeopleSoft Enterprise Global Payroll for France installed. The system selects the check box to indicate which contract is processed by payroll. Depending on your contract setup, employees may be eligible for multiple contracts of the same type. Contracts can be assigned at three levels: To companies. To establishments. To individual employees (using the Contract Type/Clauses page). For AGIRC and ARRCO contracts only one contract is processed in payroll. The system selects the contract assigned at the lowest level for payroll processing. For example, if an employee is eligible for an AGIRC contract assigned to the company and a different AGIRC contract assigned to the employee's establishment, the contract assigned to the establishment is the one processed by payroll. If you assign a contract at the employee level, this takes precedence over the contracts for the employee's company or establishment. For contingency contracts, all contracts associated with the employee are processed in payroll. The system determines whether employees are eligible for contingency contracts assigned to their company or establishment by checking the population categories defined for the contract against the employee's population category code. Employees' population code is determined by the INSEE code linked to their job code.
Source	Indicates the level at which the contract is assigned to the employee: Estab. (establishment): The contract was assigned to the establishment for which the employee works. Company: The contract was assigned to the company for which the employee works. Note. If the contract was assigned at the employee level using the Contract Type/Clauses page, the Source field is blank.

Running the Disability Report

This section provides an overview of French disability reporting, lists common elements and lists the page used to run the Disability report.

Understanding French Disability Reporting

French legislation of 1987 requires firms with more than 20 employees to hire qualified disabled people. Before hiring the disabled person, the employer is required to notify the proposed employee’s social security commission, COTOREP (Commission Technique d’Orientation et de Reclassement Professionnel), in an effort to combat fraud.

When you run the Disability report, it calculates the theoretical number of disabled employees that your company should hire by multiplying the disability rate by the number of people in the calculation population. The system determines the calculation population by subtracting those people who have special job codes that are defined by the INSEE (National Institute for Statistical and Economical Studies) or who are external consultants or trainees from the total population of your organization. The report also lists all the disabled employees employed by your company. Based on this report, the French government determines if your company complies with the law.

To prepare this report, ensure that you enter the correct codes in the INSEE table and have the correct Disability Rate code in the External Variables table.

Common Elements Used in This Section

Page Used to Run the Disability Report

Managing Elections and Running the Election Report

This section provides an overview of French professional elections reporting and discusses how to:

• Define an election.

• Record candidacies for election groups.

• Enter voting results.

• Validate election results.

• Determine elected candidates.

Understanding French Professional Elections Reporting

Human Resources enables you to monitor professional elections for personnel representatives (delegues du personnel) and members of the work council (comite d'enterprise) in your organization if you are doing business in France.

Companies with more than 11 employees must elect personnel representatives to represent all of the employees before management. Companies with more than 50 employees must elect a work council to represent the employees in negotiations with management. Normally, the elections are every two years and follow stringent procedures.

Once you enter the election data, run the Election report to show the results of the elections to the employees and management.

Pages Used to Manage Elections and Run the Election Report

Defining an Election

Access the Maintain Election Data - Group page.

Group	Select the groups that are present from the list of prompt values. To enter more than one group, insert additional data rows.
Voters	Enter the number of employee voters registered for this group.
Incumbent and Substitute	Enter the number of incumbents and substitutes affected by the election. The incumbent number is copied into the Substitute field, but you can overwrite this value.

Recording Candidacies for Election Groups

Access the Maintain Election Data - Roll page.

Roll

Enter rolls for each group by selecting them from the list of prompt values. To enter more than one roll for a group, insert additional rows.

Number of Candidates

Displays the number of candidates. By default, this number corresponds to the numbers of incumbents to be elected in the group. You can override this value. Note. If you change the number of candidates at the roll level on the Roll page, the system inserts or deletes rows on the Votes page. The number of Candidate rows on the Votes page is synchronized with the number of candidates that is defined at the roll level on the Roll page.

Entering Voting Results

Access Maintain Election Data - Votes page.

This page shows three levels of the Reserved for Monitor French Elections group box.

Validating Election Results

Access the Maintain Election Data - Results page.

Group	For the election in question and for each group, displays a summary of Invalid, Blank, Altered, and Regular votes.
Turnout	Displays the turnout for the roll, which is a ratio calculated by adding the invalid, blank, and regular votes at the group level and dividing this number by the number of voters defined on the Group page.
Quorum	Selected by default if voter turnout for the group is greater than 50 percent. That is, the number of votes for a group (invalid, blank, and regular) is greater than the number of voters defined on the Group page divided by two.
Seat Value	Displays the seat value (electoral quotient), which is calculated at the group level by dividing the number of regular votes by the number of incumbents defined on the Group page. The seat value must be the same for all rolls in a group.
Election Validated	Select to validate the election.
Roll	Displays the number of incumbent votes and substitute votes entered on the Votes page at the roll level for a particular group.
Seats	Displays the number of seats to be allocated for the roll. This number is equal to the number of incumbent and substitute votes at the roll level divided by the seat value.
Indicator	Displays the number that is calculated by dividing the number of incumbent and substitute votes by the number in the Incumbent Results field and the Substitute Results field plus one.
Result	By default, displays the results from the calculation of the seats. You can change the results.

Determining Elected Candidates

Access the Maintain Election Data - Seats page.

Group	Displays a summary from the Results page for each group, indicating the turnout and seat value and whether a quorum was reached.
Roll	Displays the number of incumbent and substitute seats obtained for each roll. This is the value entered in the Results field on the Results page.
10% Rule (10 percent rule)	For each roll, select to indicate whether the decision to declare the candidates elected is made by applying the 10 percent rule.
Candidate	Displays the candidate number. For each incumbent or substitute candidate, indicate the final order on the roll and whether the candidate was elected.

Preparing and Running the Employee Survey Report

This section provides an overview of the French Employee Survey reporting requirements and discusses how to:

• Set up the Compute Employee Survey process.

• Review calculation results.

• Viewing predefined employee survey indicators for the Employee Survey report.

Understanding French Employee Survey Reporting Requirements

The Employee Survey report (le Bilan Social) is an annual regulatory report that the French government requires from employers with more than 300 employees. The report is communicated to both labor unions and the government and provides an analysis of the company over the past three years for nearly 200 indicators.

There are three types of employee surveys for the three main types of industries. PeopleSoft delivers the most common type of employee survey—the one for the trade and services industry.

Indicators in that report include:

• The number of employees in the organization.

• The number of hires with an unlimited contract during a given year.

• The number of work accidents.

These indicators fall within seven groups set up by the French government: Employment, Compensation, Health and Safety, Work Conditions, Training, Professional Relations, and Others.

Here are the steps to prepare and run the Employee Survey report:

1. (Optional) Set up or modify the updating groups.

2. (Optional) Set up or modify the Employee Survey Indicators and link them with the application engines.

3. Run the Employee Survey process (HR_EMSURVEY) calculation for all indicators.

4. (Optional) Review the results of the process calculations.

5. Run the Employee Survey report to print the results of the process calculations, or export the data to a file.

Pages Used to Prepare and Run the Employee Survey Report

Setting Up the Compute Employee Survey Process

Access the Employee Survey Parameters page.

As of Date and Years Number	Enter the date for which you want to process the Employee Survey report. The report processes the calculation by civil years. For instance, to report on the year 2002, enter any date in 2002 and 1 in the Years Number field. To report on 2002, 2003 and 2004, enter any date in 2002 and 3 in the Years Number field. The maximum reporting period is three years.
Employee Survey	Select the type of survey to run.
Company	Select from the list of prompt values.
Establishment ID	Select from the list of prompt values. To run the calculation processes for all of the establishments in the company, leave this field blank.
Indicator Group and Indicator	To run one indicator, enter the indicator group and the indicator number. To run all of the indicators for an indicator group, specify the indicator group and leave the Indicator field blank. To run all of the calculation processes for the Employee Survey report, leave both the Indicator Group and Indicator fields blank.

Access the Employee Survey Paygroups page to refine payroll results for the employee survey.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Process Scheduler

Reviewing Calculation Results

Access the Edit Employee Survey page.

Type of Employee Survey	Displays the survey type.
As Of Date	Displays the date that you ran the Compute Employee Survey process. Use the outer scroll bar to navigate between processes that are run with different as of dates.
Indicator Group and Indicator	Displays the indicator and group. For each As Of Date process batch, you can review the results for each indicator group and each indicator for which you have run the Compute Employee Survey process. Use the middle scroll arrow to navigate between indicator groups and the inner scroll arrow to navigate between indicators. For each indicator, you can modify the data calculated by the process.

Viewing Predefined Employee Survey Indicators for the Employee Survey Report

Legally, the Employee Survey report can be administered by company or by establishment. The following table lists the delivered indicators for the establishment and company employee surveys using the trade and services model.

Running Workforce Reporting Statutory Reports

The section provides prerequisites for the single hiring statement and discusses how to:

• Run the Monthly Workforce report.

• Run the Workforce by Nationality report.

• Run the Personal Register report.

• Run the Single Hiring Statement report.

• Run the BIAF report.

Prerequisites for the Single Hiring Statement

The Single Hiring Statement retrieves information for new workers from your job data, company, and establishment tables. The following table lists the information that is required and the page where the information is entered for the worker.

Pages Used to Run the Workforce Reporting Statutory Reports

Running the Monthly Workforce Report

Access the Monthly Workforce Report page.

This report lists the monthly personnel changes for a given establishment of a company. This report is required for all organizations that employ 50 or more employees.

Before running this report, define which contract types to include in the report using the Contract Type Group page.

Running the Workforce by Nationality Report

Access the Workforce By Nationality page.

This report provides a comprehensive analysis of the foreign workforce employed in a company.

Running the Personal Register Report

Access the Personal Register Report page.

This report lists employees for a given establishment of a company. Run the report for a specific establishment within an organization or for all establishments of an organization.

Running the Single Hiring Statement Report

Access the Single Hiring Statement page.

You can automate the production of this report using workflow supplied by PeopleSoft. If you enable workflow, when an employee is hired, workflow adds an entry to the HR administrator’s task list for the Single Hiring Statement.

Employee Selection Criteria

There are three ways to select the employees whom you want to include in the report. Depending on the method that you select, the system hides or displays fields.

Employees Hired Between

This group box appears if you select By Hire Date only. Select the start and end dates for the report. The system searches for employees who were hired between these dates.

Employee List

When you click the Refresh button, the system populates this group box with new employees who meet the criteria that you selected. You can also add employees to the list.

For each employee listed, complete the Estimates Hire Time field and select the Exemption if First Hired and the Exemption if Part-Time check boxes, if necessary. This information is printed on the report.

Running the BIAF Report

Access the BIAF Report page.

This report is for employees on fixed-term contracts and details the employee's training entitlement. French employers are required to contribute towards employee training through payments to official training organizations. The BIAF report includes information about the training organization that receives the employer's contributions and the terms and conditions of the training entitlement. You can print this report at any time during the employee's contract period.

You can run the BIAF report for:

• Individual employees, by adding employees to the List of Employee(s) group box.

• A group of employees, by selecting a group in the Group ID field.

Note. You must complete the From Date and Thru Date fields, whether you run the report for selected employees or for a group of employees.

See Also

Setting Up and Working with Group Definitions

Preparing and Running the Training 2483 Report

This section provides overviews of the Training 2483 reporting requirements, classification of Training 2483 report indicators, and calculation of report indicators.

See Also

(FRA) Producing the French Training Report 2483

(FRA) Meet Regulatory Requirements Reports for France

Enterprise PeopleTools PeopleBook: PeopleSoft Application Engine

Understanding the Training 2483 Reporting Requirements

The Training 2483 (also called the Declaration 2483 report) is a French regulatory report that compiles information about the amount of money that a company has spent on employee vocational training. PeopleSoft delivers the definition of the legal groups and indicators with the system.

To prepare the Training 2483 report:

1. Set up training report groups.

2. Set up training report indicators.

3. Enter training report parameters.

4. Run the Compute Training Report 2483 (DEC2483) process calculation for all indicators.

5. (Optional) Review and edit the results of the process calculations.

6. Run the Training Report 2483 (TRN029) to print (or export to a file) the results of the process calculations.

See (FRA) Producing the French Training Report 2483.

Understanding Classification of Training 2483 Report Indicators

This section contains information about the indicators that PeopleSoft provides for the Training 2483 report, and it discusses how these indicators are used. The indicators are classified by group and designated by letters A through I. Each letter represents a particular description. For example, B represents headcount while C represents total compensation. Indicators are either delivered by application process (calculated) or manually compiled.

List of PeopleSoft Indicators Classified by Group

The following table lists the indicators by group:

Understanding Calculation of the Report Indicators

This section is for implementers of the Training 2483 report. Some indicators are calculated based on the data existing in the Administer Training business process in Human Resources. Others are calculated based on parameters that you input into the system through the Trn 2483 Parameters Setup (Training 2483 parameters setup) page.

Training costs are obtained from the Maintain Student Cost page, employee and instructor salary costs are obtained from the Trainees Salary Costs page, and the company costs are obtained from the Trn 2483 Parameters Setup page.

The Training 2483 report is complex. For some indicators, several conditions must be fulfilled for the indicators to be correctly calculated:

• The session start and end dates must be within a single calendar year.

  Sessions that start in December and end in January will not be processed and must be split into two sessions to assign the costs to the correct declaring year.

• Costs are only obtained from departments that are part of the declaring company.

The chargeable costs and the chargeability criteria are computed by the Compute Student Costs process (this process is run from the Compute Student Cost page (RUNCTL_TRN013). The Compute 2483 FRA process computes the total compensation and expense aggregation.

Note. If you have implemented PeopleSoft Enterprise Learning Management and PeopleSoft Enterprise HR Administer Training, set up the learning catalog, instructors, vendors, and so forth, as well as the tracking of learning costs, enrollment and other day-to-day tasks in Enterprise Learning Management.

See PeopleSoft Enterprise Learning Management 9.0 PeopleBook, “(FRA) Managing French Regulatory Requirements”

Calculation of Indicator A

To calculate monthly average headcount for this indicator, only employees are counted—contract workers and persons of interest are excluded.

To calculate group A indicators:

• Set the HR status to Active, and set the payroll status to Active, Leave of Absence, Leave With Pay, Suspended or Short Work Break. HR and payroll status are defined in the Job Data component (JOB_DATA).

  See Updating Person and Job Information.

• Set the contract status to Active. The contract status is defined on the Contract Status/Content page (Workforce Administration, Job Information, Contract Administration, Update Contracts, Contract Status/Content).

  See Tracking Workforce Contracts.

• The employee category must be active in the Employee Categorization (EMPL_CTG_L1) component (Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Labor Agreement). Then an employee category must be assigned to the employee on the Job Data - Job Labor page.

Calculation of Group B Indicators

The selection for all group B indicators works in the same manner. It is based on the 2483–B-nn contract type group, where n is the indicator number.

To calculate indicators B2–B10, the following criteria are considered:

• Set up an employee contract and enter an employee category on the Contract Type Table page and link the employee to a labor agreement and enter an employee category on the Job Data - Job Labor page.

• Set the employee status to Active, Leave of Absence, Leave With Pay, Suspended or Short Work Break.

• Set up the 2483 Professional Category field as qualified worker or non-qualified worker (row 2), employee (row 3), technician (row 4), or executive (row 5) on the Employee Categorization page.

• For group B, employees and contract workers are taken into account, as well as a list of contract types defined on the Contract Type Group page (Set Up HRMS, Product Related, Workforce Monitoring, Regulatory Requirements FRA, Contract Type Group). The contract type group used for group B is 2483–B–ALL.

• For the indicators dealing with courses, only sessions that are completed are taken into account, and the Attendance should be either Completed or Incomplete. These values are defined on the Course Session Enrollment page (Enterprise Learning, Student Enrollment, Enroll Individually) or the Course Student Enrollment page (Enterprise Learning, Student Enrollment, Enroll in Course).

• For columns (c) and (d), Professionalisation Period, Training Leave and Part Time Course are excluded. Clear the check boxes for those values on the Course Session Enrollment page or the Demand from Budget Training page (Enterprise Learning, Student Enrollment, Enroll in Course).

• For column (e), all training hours are added together.

• For columns (f) and (g), only DIF trainings are taken into account. Select the DIF check box on the Course Session Enrollment page or the Demand from Budget Training page.

• For column (h), the DIF balance hours are added up. This DIF balance is stored in TRN_DIFHIST_TBL record. If Global Payroll France is installed, this record can be updated by running the DIF Payroll Import application engine (Enterprise Learning, Result Tracking, DIF Payroll Import FRA). Otherwise it can be updated with data coming from another system.

  The DIF balance can be checked on the Training Hours Details page (Enterprise Learning, Student Enrollment, Enroll in Course, Demand from Budget Training, then click the Track Training Hours Details link).

• For indicators 7 and 8, only professionalisation period trainings are taken into account. This information is defined on the Course Session Enrollment page or the Demand from Budget Training page.

• For indicators 9 and 10, training allocation is paid if the student has followed some training hours out of the working schedule, if the training is a DIF training, or the Training Plan Category is Skill Development. Select this value on the Course Session Enrollment page or the Demand from Budget Training page.

  If Global Payroll France is installed, the training allocation amount and hours are imported from Global Payroll France when updating salary costs using the Update Salary Costs page (Enterprise Learning, Define Budget, Update Salary Costs). The training allocation amount and hours can then be reviewed or updated on the Trainees Salary Costs page: Allocation tab (Enterprise Learning, Define Budget, Trainees Salary Costs, Training Allocation tab).

• For indicator 11, only training with the Course Type Comp Check (competency check) selected are taken into account.

• Indicator 12 only takes experience validation into account.

To calculate indicators B11 and B12, the following criteria are also considered:

• The training must be financed entirely by the company. There should be no cost in the Financed Cost field on the Vendor page (Course Session Costs (Enterprise Learning, Define Course/Cost Details, Course Session Costs).

• The training session must be chargeable. This is determined on the Course Profile page (Enterprise Learning, Define Course/Cost Details, Courses).

• Training leave sessions and part time sessions are not reported in these indicators.

• Students who have an Apprentice contract type are not included.

• Students enrolled multiple times are reported only once.

• Students must have begun or completed a session during the year that the 2483 is based upon (session attendance = ‘C’=Complete or ‘I’=Incomplete).

• All session durations will be included for students enrolled multiple times.

  When the attendance status is C, the session duration is obtained from the Course Session Profile page. If the attendance status is I, the duration is obtained from the Time Spent at Training field on the Course Session Enrollment page.

To calculate indicators B11 and B12:

• Set the employee status to Active, Leave of Absence, Leave With Pay, Suspended, or Short Work Break.

• For indicator 11, only training with the Course Type Comp Check (competency check) selected are taken into account. Set this value on the Course Profile page (Enterprise Learning, Define Course/Cost Details, Courses).

• For indicator 12, only training with the Course Type Exp. Valid (experience validation) selected are taken into account. Set this value on the Course Profile page.

Calculation of Group C Indicators

To calculate group C indicators:

• A value for indicator 1 can be entered manually.

  If Global Payroll France is installed, the total salaries can be imported from Global Payroll. To import the salaries from Global Payroll, select the Interface with Payroll System check box in the C–Total Compensation section of the 2483 parameters - Trn 2483 Parameters Setup page (Set Up HRMS, Product Related, Workforce Monitoring, Regulatory Requirements FRA).

• Enter a value for indicator 2. The default value is 1.60, which is applicable to a company that has more than 20 employees.

Calculation of Group D Indicators

To calculate group D indicators:

• Enter a value for indicator D3. The default value is 0.20.

• Indicator 4 is equal to the rate defined in D3 multiplied by the value of C1.

• Enter a value for indicator D5 manually.

• Indicator D6 is equal to the value of D4 minus the value of D5.

Calculation of Group E Indicators

To calculate group E indicators:

• Enter a value for indicator E7. The default value is 0.50.

• Indicator E8 is equal to the rate defined in E7 multiplied by the amount in C1.

• Enter a value for indicator E9 manually.

• Indicator E10 is equal to the value of E8 minus the value of E9.

Calculation of Indicator F11 – Employer Participation (Training Plan)

Indicator F11 is equal to the rate defined in C2 multiplied by the amount in C1.

Calculation of Indicator Fa – Internal Training Cost: Instructor and Non-Instructor Expenses

Indicator Fa is the sum of the instructor expenses, non-instructor personnel expenses, and furniture expenses. The calculation rules for indicator Fa – Internal Training Cost are based on the following costs:

• Internal instructor costs are defined on the Course Session Costs component and the Instructors pages.

• Non-Instructor Employee Expense Costs are defined on the Course Session Costs component and according to the 2483 indicator on the Tuition Expense Type Table page.

• Non-Instructor Session Expense Costs are defined on the Course Session Costs component and according to the 2483 indicator on the Tuition Expense Type Table page.

• Furniture and equipment expenses.

  This cost category includes equipment and furniture required for the training. Furniture Employee Expense Costs are defined on the Course Session Costs component and according to the 2483 indicator on the Tuition Expense Type Table page.

• Other expenses.

  This cost category includes all of the expenses that do not fall into the previous categories and are chargeable for the 2483 report. For example:

  • Facility rental, cleaning, heating, and electricity.

  • Expense related to the training organization, such as book rental, furniture rental, and document duplication.

  • Magazine subscriptions.

  • Administrative organization, which would include stamps, envelopes, telephones, and others.

  • Costs related to training demand evaluation and Training Plan elaboration.

  • Transport and lodging for instructors.

To calculate indicator Fa expenses:

• Set the employee status to Active, Leave of Absence, Leave With Pay, Suspended, or Short Work Break.

• Terminate the training session in which the employees were enrolled.

• Organize the training session by the company (SESSN_ORGANIZER = Y).

Calculation of Indicator Fb - Competency Checks, Experience Validation, Annual Agreements, and Multi-Annual Agreements

To calculate indicator Fb - Competency Checks, Experience Validation, Annual Agreements, and Multi-Annual Agreements, the following costs are considered:

• For indicator Fb, only vendors with types set to Consulting Firm or Training Provider are taken into account. Enter these values on the Vendor Profile page (Enterprise Learning, Define Training Resources, Vendors).

• Vendor costs should be chargeable. Set the vendor cost on the Course Session Costs - Vendor page (Enterprise Learning, Define Course/Cost Details, Course Session Costs). This info can also be modified in the Maintain Student Costs component (Enterprise Learning, Cost Analysis).

• Set the employee status to Active, Leave of Absence, Leave With Pay, Suspended, or Short Work Break.

• Terminate the training session in which the employees were enrolled.

• Set the course type to Competency Check in the Course Table report.

• The vendor type must be annual or multi-annual.

• Ensure that the vendor is chargeable, certified, billed and the date of the bill is filled. Set these values in the Course Session Cost - Vendor page.

• Three kinds of external costs are calculated in the indicator Fb—Fb-a, Fb-b, and Fb-c:

  • Indicator Fb-a includes external costs for all course types except competency check and experience validation.

  • Indicator Fb-b includes external costs for competency check courses. In this case, the Financing Type of the vendor should be Financing Training Leave Fund. This value is set on the Vendor Profile page (Enterprise Learning, Define Training Resources, Vendors, Vendor Profile).

  • Indicator Fb-c includes external costs for experience validation courses.

Calculation of Indicator Fd – Paid Training Allocations

The following criteria are used to calculate paid training allocations in this indicator:

• A training allocation is paid if the student has followed some training hours out of the working schedule, if the training is a DIF training or the Training Plan Category is Skill Development. The Training Plan Category value is set on the Course Session Enrollment page or the Demand from Budget Training page.

• If Global Payroll France is installed, the training allocation amount and hours are imported from Global Payroll France when updating salary costs using the Update Salary Costs page (Enterprise Learning, Define Budget, Update Salary Costs). The training allocation amount and hours can then be reviewed or updated on the Trainees Salary Costs page: Allocation tab (Enterprise Learning, Define Budget, Trainees Salary Costs, Training Allocation tab).

Calculation of Indicators Fe – Fi

The following criteria are used to calculate these indicators:

• Indicator Fe is equal to the sum of D5 and E9.

• Indicator Ff is entered manually.

• Indicator Fg is entered manually.

• Indicator Fh includes all chargeable costs with a type different from Furniture, Instructor, Instructor Lodging & Transport,or Non Instructor. Set these values in the 2483 Type field on the Tuition Expense Type Table page (Enterprise Learning, Define Course/Cost Details, Tuition Expense Type).

  The costs include the session and employee costs determined on the Course Session Costs - Expense page (Enterprise Learning, Define Course/Cost Details, Course Session Costs) and Employee Expense page (Enterprise Learning, Cost Analysis, Maintain Student Costs, Employee Expense).

• Indicator Fi is entered manually.

• Indicator F12 is equal to the sum of FA, FB, FC, FD, FE, FF, FG, and FH minus FI.

• Indicator F13 equals F12 minus F11, if F12 is higher than F11.

• Indicator F14 equals F11 minus F12, if F11 is higher than F12.

• Indicator F15 is subtracted from the number calculated in the final indicator reported in Group I.

• Indicator F16 equals F14 minus F15, if F14 is higher than F15.

Calculation of Group G Indicators

To calculate group G indicators:

• Enter a value for indicator G17 in the CDD Total Annual Salaries (17) field, or extract it from PeopleSoft Enterprise Global Payroll France. To extract indicator G17 from Global Payroll France, select the Interface with Payroll check box in the G-CDD Training Leave Financing section on the Trn 2483 Parameters Setup page (Set Up HRMS, Product Related, Workforce Monitoring, Regulatory Requirements FRA, 2483 Parameters).

• Indicator G18 is equal to the amount displayed in indicator G17 multiplied by the rate defined in the Employer Obligation Rate (18) field on the Trn 2483 Parameters Setup page. The default rate is 1.00.

• Enter a value for indicator G19 in the OPCA CIF Payments (19) field.

• Indicator G20 is equal to the value of indicator 18 minus the value of indicator 19.

Calculation of Group H Indicators

Group H indicators are calculated using the following criteria:

• Indicator H21 is equal to the amount calculated in E10.

• Enter a value for indicator H22 in the Regularization Payment (22) field.

• Indicator H23 is equal to the amount calculated in F11 multiplied by 50 percent if the Payment/Company Work Council is null. You can modify the Payment/Company Work Council on the Trn 2483 Parameters Setup page. If the Payment/Company Work Council value is not null, then indicator H23 is set to 0.

• Indicator H24 equals D6 added to F16 and to twice G20.

• Indicator H25 is equal to the sum of H21, H22, H23 and H24.

Calculation of Group I Indicators

Group I indicators are calculated using the following criteria:

• If the training expenses spent by the company during the years preceding the declaring year have exceeded the amount that is expected by the government, this surplus can be carried forward. The surplus is equal to the indicator F13 if this value is not zero.

• The indicators I (N-1), I (N-2), and I (N-3) are calculated using 2483 indicators that are determined the previous year. The surplus for the year prior to the declaring year is equal to the indicator F13 amount calculated the year before. Then the surplus calculated for the previous year to fill indicators I (N-1) and I (N-2) can be used to fill I (N-2) and I (N-3) of the declaring year.

  For example, when declaring the 2006 training expenses/costs, indicator I (N-1) is updated with the indicator F13 calculated for 2005. I (N-2) and I (N-3) reported for 2006 are equal to I (N-1) and I (N-2) determined for 2005.

Pages Used to Run and Edit the Training 2483 Report