Overview of Pensions and Welfare Cards for France

The Pensions and Welfare cards store the employee’s situation to pension and welfare contracts.

Contracts between the legal employer and the supplementary pension, welfare, or mutual organization (also known as institutions) are recorded by creating cards at TRU level. Contracts applicable to the employee are identified by creating a card at person level.

Considerations and Prerequisites

You must have created the Pension and Welfare Card at TRU level. Contracts between establishment and pension/welfare providers (aka institutions) will be stored as a Card at TRU level.

Note: The institutions must be defined as external organization using Locations.

Unlike the Statutory Deductions card, no default card is generated automatically at person level when an employee record is created by the New Hire flow.

Only one card must be created per employee, but several components of the same type (Additional welfare or supplementary pension) can be recorded if more than one contract is applicable for the employee: mutual contract, welfare contract.

It is recommended to have a good understanding of the Pension and Welfare card and the information it contains prior to attempting mass upload as it has a direct impact on statutory deductions and reporting. For further information, see Oracle Fusion HRMS (France): HR Implementation and Functional Considerations Whitepaper (Doc ID 1542406.1).

Pension and Welfare Card Record Types

The Pension and Welfare card is uploaded with HCM Data Loader using the Global Payroll Calculation Card business object. This generic object hierarchy provides record types to support the various country-specific requirements.

The Pension and Welfare utilizes the following record types:

Component	Functional Description	File Discriminator
Calculation Card	Defines the calculation card type and the employee assignment that it captures information for.	CalculationCard
Card Component	Used to group and segregate data required by the calculation card. The following sections describe the card components applicable to this calculation card and the child records that are required for each card component.	CardComponent
Component Detail	Provide a component detail record for each flexfield context required by each card component.	ComponentDetail
Card Association	Associates the calculation card with the Tax Reporting Unit the employee reports to.	CardAssociation
Card Association Detail	Associates card components with the employee’s assignments.	CardAssociationDetails

Pension and Welfare Calculation Card Hierarchy

The hierarchy of calculation card components applicable to the Pension and Welfare card are described in this diagram:

Repeat the Supplmentary Pension and Additional Welfare Card Components for each employee contract.