Create an Information Element for Canada
This example demonstrates how to use the element template to create a Canadian Information element for reporting year-end pension adjustments.
Complete these tasks to create an Information element to report year-end pension adjustments:
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Create the Information element
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Create an input value for the Pay Value and the Registration Number
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Create an Eligibility Record for the base element
How to Create the Information Element
To create the Information element:
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Search and select the Elements task under Payroll in My Client Groups on the Home page.
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Click Create.
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Complete the fields as shown in this table.
When you select the primary classification the associated category name is automatically displayed.Field
Value
Legislative Data Group
Select a Canadian LDG.
Primary Classification
Information
Secondary Classification
Pension Adjustment
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Click Continue.
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On the Basic Details page, complete the fields, as shown in this table.
Field
Value
Name
Enter a name, example, Pension Adjustment1.
Reporting Name
Enter the name that you want to display on reports for this element.
Effective Date
Enter an early date so that the element is available for use immediately.
Input Currency
Canadian Dollar
Should every person eligible for the element automatically receive it?
No
What is the earliest entry date for this element?
First Standard Earning Date
What is the latest entry date for this element?
Last Standard Earning Date
If you select this date, then you must enable proration so that the calculation is correct if a person leaves prior to a pay period end date.
At which employment level should this element be attached?
Assignment Level
Does this element recur each payroll period, or does it require explicit entry?
Recurring
Can a person have more than one entry of this element in a payroll period?
No
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Click Next . Verify that the information shown on the Create Element: Review page is correct.
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Click Submit.
How to Add the Pay Value and Registration Number
To add the pay value and registration number input values to the element:
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In the Element Overview section, select the Input Values folder.
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Select Actions-Create Input Values in the Element Overview pane.
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Enter these details to create the Pay Value input value for the element.
Field
Value
Name
Enter the name, Pay Value.
Display Sequence
Enter an appropriate value.
Unit of Measure
Select Money.
Displayed
Select the check box.
Allow User Entry
Select the check box.
Create a Database Item
Select the check box.
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Click Save.
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In the Element Overview section, select Input Values folder.
You may have to select another folder and then select the Input Values folder, to trigger the action. -
Select Actions-Create Input Values in the Element Overview pane.
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Enter these details to create the Registration Number input value for the element.
Field
Value
Name
Enter the name, Registration Number.
Display Sequence
Enter an appropriate value.
Unit of Measure
Select Character.
Displayed
Select the check box.
Allow User Entry
Select the check box.
Create a Database Item
Select the check box.
Reference
Select Statutory Reporting Code.
Default Value
Enter the default Registration Number.
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Click Save.
How to Create an Eligibility Record for the Base Element
Information elements do not have a results element and therefore create the eligibility record for the base element. To create an eligibility record-
In the Element Overview section, select the Element Eligibility folder.
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Select Actions-Create Element Eligibility.
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In the Element Eligibility name field, enter a name for the eligibility record.
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In the Eligibility Criteria section, select a criterion that determines the eligibility for this element.
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Click Submit, then Done.