Setting Up Payee Data

Begin Date

Enter the effective date for these parameters.

The payee’s begin date must be greater than the hire date.

End Date

Enter the date these parameters are no longer valid. You must enter an end date before you can add a row with a new set of parameters.

SEFIP Risk Level

Select the appropriate risk level for the employee's activities. The system uses this information to generate the SEFIP report and to determine the employee's retirement deduction.

See Calculating INSS for Special Retirement.

See (BRA) Providing Additional Information for Brazilian Employees.

Unhealthy Indicator

Select the appropriate health risk level for the employee's activities. The system uses this indicator to calculate an earning that compensates for this health risk factor.

Values are Default, Maximum Grade, Middle Grade, Minimum Grade, and Not Applicable.

See (BRA) Providing Additional Information for Brazilian Employees.

Risk Indicator

Select the appropriate hazard level for the employee's activities. The system uses this indicator to calculate an earning that compensates for this hazardous factor.

Values are Applicable, Default, and Not Applicable.

See (BRA) Providing Additional Information for Brazilian Employees.

Weekly Hours

Enter the number of hours the employee works per week.

IR Ded Retirement (income tax retirement deduction)

Select to indicate that the payee is an active retiree and entitled to a retirement deduction.

Union Contribution Paid

Select to indicate that the employee has paid his or her union contribution.

Effective November 11, 2017, union contribution is no longer required for employees. This option is enabled by default for newly added rows.

Service Taker

Indicate the Service Taker to which the employee is assigned.

FGTS Option (Fundo de Garantia por Tempo de Serviço) and FGTS Date

Select to indicate the employee participates in FGTS, and the date participation began. Used for historical tracking, as FGTS participation is now required.

Advance Payment Option and Advance Percentage

Select to indicate the employee can receive payments in advance from their regular salary and then enter the percentage of the monthly salary the employee can receive in advance.

Union Code 1, Union Code 2, and Union Code 3

Enter the appropriate union codes for this employee. You can enter up to three union codes for an employee. Since each union may have different mechanisms to determine the averages calculation, the system compares the averages and ensures that the employee receives the maximum value for each earning.

See Averages Page.

Notification Date

Enter the date you notify the employee of his or her termination.

Worked - Reduction of 2 Hours

Select if the employee worked 2 hours less per day during the prior notification period.

Worked - Reduction of 7 Days

Select if the prior notification period was shortened by 7 days.

Worked - Common Agreement

Select if the employee worked with a common agreement he or she had with the employer (article 484-A, “caput”, CLT).

Excused of Notification Period

Select if the employee was asked to be excused from work during his or her prior notification period.

Cancel Date

Enter the date the prior notification was canceled. The cancel date must be greater than the specified notification date.

Based on Article 489 of CLT

Select if the cancelation was based on article 489 of CLT.

Judicial Determination

Select if the cancelation was a judicial decision.

Comply with Legal Norm

Select if the cancelation was made in compliance with the legal norm.

Other

Select if the cancelation was made for another reason not mentioned in this section.

Alimony in FGTS

Select if and what kind of alimony deduction is applicable to the employee. Values are:

0-There is no Alimony (default value)

1-Percentage of Alimony

2-Amount of Alimony

3-Pct and Amount of Alimony

Deduction Amount

Enter the amount of alimony deduction, if 2-Amount of Alimony or 3-Pct and Amount of Alimony is selected in the Alimony in FGTS field.

% Deduction (percentage deduction)

Enter the percentage of alimony deduction, if 1-Percentage of Alimony or 3-Pct and Amount of Alimony is selected in the Alimony in FGTS field.

Information

Enter any comment regarding termination.

Proceeding Number

Enter, if applicable, the proceeding number of the termination-related judicial decision for this employee.

FGTS Code

The code of operation for an FGTS employee's account.

Calculate last months FGTS

Select this check box to indicate that FGTS should be calculated for the employee's last month.

Pregnant Date

Enter the date the employee notifies you that she is pregnant.

Union Member, FGTS Board Member, CIPA's Titleholder/Substitute, CNPS Board Member, Cooperative Society Mgr (cooperative society manager), and Prev Settlement Committee Memb (previous settlement committee member)

Select the appropriate check boxes to indicate any memberships or positions the employee holds. These options define a tenure status. If the employee has one of these options for a started Begin Date and End Date, the system does not allow termination of the employee, unless that option is enabled on the Union Parameters page.

Company

Select the employee’s company.

Health Provider Code

Select the employee’s health provider.

Health provider codes are defined on the Health Providers Page.

Amount

Enter the employee’s annual health care expense amount.

Dependent/Beneficiary ID

Select a dependent of the employee in the system.

Amount and Currency

Enter the annual health care expense amount and corresponding currency for the dependent.