Agreement Information Page

Use the Agreement Information page (HR_SS_WP_AGRT_DTL) to view details of the agreements for which they are eligible.

This includes the agreement type, agreement start and end date, agreement duration, investment methods, and computed global fund. Workers can also view the agreement document from this page.

Navigation:

Self Service, and then Payroll and Compensation, and then Agreement Personalization, and then Agreement Information

This page shows the agreement information that was set up on the Define Agreement pages. Workers can't update any fields on this page.

Proposed Investments

This group box lists the investment methods defined for the agreement on the Investment page.

Field or Control	Description
Investment	Lists the investment methods in the agreement definition. Click an investment method to view its details. The information shown varies, depending on the investment method.
Favorite Investment	Indicates the default investment method. This is how a worker's funds are invested, unless the worker selects another investment method.

Computed Global Fund

This group box shows a worker's global fund only if the profit-sharing processes have been run for the reference period and the reference period status is approved.

Field or Control	Description
From Date and Thru Date (through date)	The start and end dates of the reference period.
Global Fund Amount	Displays the total global fund. This amount is calculated by the Compute Global Fund process, using the formulas defined on the Define Agreement - Computation page.
View Formula	Click to view the formula that was used to calculate the global fund. The system displays the formula comments entered on the Formula Comments page.
Personalize Agreement	Click to access the Personalize Agreement Options page, where workers can select the following for each reference period of the agreement: The investment method. How interest is paid (for profit-sharing agreements with Company Investment as the investment method). Workers can't change this information after the personalization date defined for the reference period. If a worker receives a payment or a transfer is completed before the personalization deadline, the system doesn't allow them to update the agreement settings after this payment or transfer date. If a personalization date is not defined, a worker can't personalize an agreement if the reference period status is approved.
View Agreement Legal Document	Click to display the agreement document.