Preparing and Running the Training 2483 Report
These topics provide overviews of the Training 2483 reporting requirements, classification of Training 2483 report indicators, and calculation of report indicators.
See the product documentation for PeopleTools: Application Engine.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Compute 2483 Page |
RUNCTL_DEC2483 |
Calculate all the 2483 indicators and store them in 2483 records. |
|
Edit 2483 Page |
EDIT_2483_FRA |
Edit the Training 2483 report. |
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:
Set up training report groups.
Set up training report indicators.
Enter training report parameters.
Run the Compute Training Report 2483 (DEC2483) process calculation for all indicators.
(Optional) Review and edit the results of the process calculations.
Run the Training Report 2483 (TRN029) to print (or export to a file) the results of the process calculations.
This topic 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:
|
Group ID |
Indicator ID |
Indicator Description |
Comments |
Delivery
|
|---|---|---|---|---|
|
A |
1 |
Monthly Average Headcount |
Calculated |
|
|
B |
2(a) |
Workers - Male |
Calculated |
|
|
B |
2(b) |
Workers - Female |
Calculated |
|
|
B |
2(c) |
Total number of male workers who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
2(d) |
Total number of female workers who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
2(e) |
Training Hours (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
2(f) |
Total number of workers who attended DIF training |
Calculated |
|
|
B |
2(g) |
Total number of DIF training hours attended by workers |
Calculated |
|
|
B |
2(h) |
Total number of hours of DIF balance for workers |
Calculated |
|
|
B |
3(a) |
Employees - Male |
Calculated |
|
|
B |
3(b) |
Employees - Female |
Calculated |
|
|
B |
3(c) |
Total number of male employees who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
3(d) |
Total number of female employees who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
3(e) |
Total employee training hours |
Calculated |
|
|
B |
3(f) |
Total number of employees who attended DIF training |
Calculated |
|
|
B |
3(g) |
Total number of DIF training hours attended by employees |
Calculated |
|
|
B |
3(h) |
Total number of hours of DIF balance for employees |
Calculated |
|
|
B |
4(a) |
Technicians - Male |
Calculated |
|
|
B |
4(b) |
Technicians - Female |
Calculated |
|
|
B |
4(c) |
Total number of male technicians who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
4(d) |
Total number of female technicians who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
4(e) |
Total technician training hours |
Calculated |
|
|
B |
4(f) |
Total number of technicians who attended DIF training |
Calculated |
|
|
B |
4(g) |
Total number of DIF training hours attended by technicians |
Calculated |
|
|
B |
4(h) |
Total number of hours of DIF balance for technicians |
Calculated |
|
|
B |
5(a) |
Executives - Male |
Calculated |
|
|
B |
5(b) |
Executives - Female |
Calculated |
|
|
B |
5(c) |
Total number of male executives who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
5(d) |
Total number of female executives who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
5(e) |
Total executive training hours |
Calculated |
|
|
B |
5(f) |
Total number of executives who attended DIF training |
Calculated |
|
|
B |
5(g) |
Total number of DIF training hours attended by executives |
Calculated |
|
|
B |
5(h) |
Total number of hours of DIF balance for executives |
Calculated |
|
|
B |
6(a) |
Total number of males |
Calculated |
|
|
B |
6(b) |
Total number of females |
Calculated |
|
|
B |
6(c) |
Total number of males who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
6(d) |
Total number of females who attended training (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
6(e) |
Total training hours (including DIF, competency check and experience validation) |
Calculated |
|
|
B |
6(f) |
Total number of people who attended DIF training |
Calculated |
|
|
B |
6(g) |
Total number of DIF training hours |
Calculated |
|
|
B |
6(h) |
Total number of hours of DIF balance |
Calculated |
|
|
B |
7 |
Professionalization Period Headcount |
Calculated |
|
|
B |
8 |
Professionalization Period Training Hours |
Calculated |
|
|
B |
9 |
Training allocation beneficiaries headcount |
Calculated |
|
|
B |
10 |
Training allocation financed hours |
Calculated |
|
|
B |
11 |
Number of competency checks |
Calculated |
|
|
B |
12 |
Number of Experience Validation trainings |
Calculated |
|
|
C |
1 |
Total Annual Salaries |
May be retrieved from DADS reporting if PeopleSoft Global Payroll France is installed. |
Manually entered |
|
C |
2 |
Reduction Rate |
Manually entered |
|
|
D |
3 |
Participation rate for Training Leave (CIF) |
Manually Entered |
|
|
D |
4 |
Employer participation rate for Training Leave (CIF) |
C1 * D3 |
Calculated |
|
D |
5 |
OPCA Payments for Training Leave (CIF) |
Manually Entered |
|
|
D |
6 |
Insufficiency |
D4 – D5 |
Calculated |
|
E |
7 |
Participation rate for DIF, and professionalization contracts and period |
Manually entered |
|
|
E |
8 |
Employer Participation for DIF, and professionalization contracts and periods |
C1 * E7 |
Calculated |
|
E |
9 |
OPCA payment for DIF, and professionalization contracts and periods |
Manually entered |
|
|
E |
10 |
Insufficiency |
E8 – E9 |
Calculated |
|
F |
11 |
Employer Participation (Training Plan) |
C1 * C2 |
Calculated |
|
F |
a |
Internal Training Cost |
Calculated |
|
|
F |
b |
External Training Cost |
Calculated |
|
|
F |
b-a |
Training Agreement Cost |
Manually entered |
|
|
F |
b-b |
Competency Check Cost |
Manually entered |
|
|
F |
b-c |
Experience Validation Cost |
Manually entered |
|
|
F |
c |
Trainee Salary Costs for Regular Courses, Competency Checks, and Experience Validation |
Calculated |
|
|
F |
d |
Paid Training Allocations |
Calculated |
|
|
F |
e |
OPCA (CIF, Professionalization, DIF) payment |
D5 + D9 |
Calculated |
|
F |
f |
OPCA CIF (DIF) payment |
Manually entered |
|
|
F |
g |
OPCA - Training Plan Payment |
Manually entered |
|
|
F |
h |
Other Payments, Financing, Cost |
Manually entered |
|
|
F |
i |
Subsidy |
Manually entered |
|
|
F |
12 |
Total Training Cost |
Fa + Fb + Fc + Fd + Fe + Ff + Fg + Fh – Fi |
Calculated |
|
F |
13 |
Expense Surplus |
This indicator is equal to indicator F12 minus indicator F11, if F12 is greater than F11 |
Calculated |
|
F |
14 |
Expense Insufficiency |
This indicator is equal to indicator F11 minus indicator F12, if F11 is greater than F12 |
Calculated |
|
F |
15 |
Surplus Carry Forward |
The surplus comes from the surplus calculated in Group I |
Calculated |
|
F |
16 |
Difference (F14 – (F15) |
This indicator is equal to indicator F14 minus indicator F15, if F14 is greater than F15. If the result is less than zero, this indicator is set to zero. |
Calculated |
|
G |
17 |
CDD Total Annual Salaries |
May be calculated if PeopleSoft Global Payroll France is installed. |
Manually entered |
|
G |
18 |
Employer Obligation |
Based on the Employer Obligation Rate This indicator is equal to: Employer Obligation Rate * G17 |
Calculated |
|
G |
19 |
OPCA CIF Payments |
Manually entered |
|
|
G |
20 |
Difference (18) – (19) |
G18 – G19 |
Calculated |
|
H |
21 |
Training Cost Insufficiency |
This indicator is equal to indicator E10 |
Calculated |
|
H |
22 |
Regularization Payment |
Manually entered |
|
|
H |
23 |
Payment/Company Work Council |
Manually entered |
|
|
H |
24 |
Total Insufficiency |
D6 + F16 + (2 * G20) |
Calculated |
|
H |
25 |
Total Contribution |
H21 + H22 + H23 + H24 |
Calculated |
|
I |
Total |
Total Carry-Forward Surplus |
Either manually entered, or calculated if 2483 indicators have been calculated for the year before the declaring year and are stored in the system. |
|
|
I |
n – 1 |
Surplus of the previous year (Year minus 1 surplus |
Either manually entered, or calculated if 2483 indicators have been calculated for the year before the declaring year and are stored in the system. |
|
|
I |
n – 2 |
Surplus of the year before the previous year (Year minus 2 surplus) |
Either manually entered or calculated if 2483 indicators have been calculated for the year before the declaring year and are stored in the system. |
|
|
I |
n – 3 |
Surplus of two years before the previous year (Year minus 3 surplus) |
Either manually entered or calculated if 2483 indicators have been calculated for the year before the declaring year and are stored in the system. Manually entered |
This topic is for implementers of the Training 2483 report. Some indicators are calculated based on the data existing in the Administer Training business process in HR. 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 Learning Management and PeopleSoft 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 Learning Management.
See PeopleSoft Enterprise Learning Management documentation, "(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 Understanding the Process of 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).
The employee category must be active in the Employee Labor Agreement (EMPL_CTG_L1) component (). 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 Types for Regulations 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 Labor Agreement 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 (). 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 () or the Course Student Enrollment page ().
For columns (c) and (d), Professionalisation Period, Training Leave and Part Time Course are excluded. Deselect the check boxes for those values on the Course Session Enrollment page or the Demand from Budget Training page ().
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 (). Otherwise it can be updated with data coming from another system.
The DIF balance can be checked on the Training Hours Details page (, 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 (). The training allocation amount and hours can then be reviewed or updated on the Trainees Salary Costs page: Allocation tab ( 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 ().
The training session must be chargeable. This is determined on the Course Profile page ().
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 theTime 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 ().
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 ().
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 ().
Vendor costs should be chargeable. Set the vendor cost on the Course Session Costs - Vendor page (). This info can also be modified in the Maintain Student Costs component ().
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 ().
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. TheTraining 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 (Administer Training, 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 (Administer Training, 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 the2483 Type field on the Tuition Expense Type Table page (Administer Training, Define Course/Cost Details, Tuition Expense Type).
The costs include the session and employee costs determined on the Course Session Costs - Expense page (Administer Training, Define Course/Cost Details, Course Session Costs) and Employee Expense page (Administer Training, 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 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 ().
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.