Personalize Agreement Options Page

Use the Personalize Agreement Options page (HR_SS_WP_AGRT_PRS) to select an investment method for their funds.

For profit-sharing agreements with Company Investment as the investment method, workers can also select whether to receive yearly interest payments or reinvest them in the fund.

Navigation:

Click the Personalize Agreement link on the Agreement Information page.

Personalize Interest Option

This group box appears only for profit-sharing agreements with Company Investment selected as the investment method.

Field or Control

Description

Interest To Be Paid

The system displays the default method for handling interest payments, as defined in the agreement. Workers can override the default option for each reference period. Options are: Immediate: To receive interest payments once a year. Re-Invest: To reinvest interest payments in the worker's profit-sharing fund. The interest is added to the worker's individual fund, which generates further interest the next year.

Personalize Investment Option

This group box displays the default investment methods that were selected for the agreement on the Define Agreement - Investment page.

Field or Control	Description
Investment	If multiple investment methods are defined for an agreement, workers can select the investment method for their fund. Workers can select only from the methods defined for the agreement on the Investment page. Workers who are leaving the organization select Transfer to new comp/fin orga. to identify the organization to which the funds are transferred.