1. Implementing Payroll for Canada
  2. Create an Information Element

Create an Information Element

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:

  1. Create the Information element

  2. Create an input value for the Pay Value and the Registration Number

  3. Create an Eligibility Record for the base element

Note: Before you create elements, ensure that your Product License is set to Payroll. You can verify this by using the Manage Features by Country or Territory task in the Setup and Maintenance area. Setting the Payroll License to Payroll automatically creates the Province input value which is required for processing payroll for Canada.

How to Create the Information Element

To create the Information element:

  1. Search and select the Elements task under Payroll in My Client Groups on the Home page.

  2. Click Create.

  3. Complete the fields as shown in this table.

    Field

    Value

    Legislative Data Group

    Select a Canadian LDG.

    Primary Classification

    Information

    Secondary Classification

    Pension Adjustment
    When you select the primary classification the associated category name is automatically displayed.

  4. Click Continue.

  5. 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

  6. Click Next . Verify that the information shown on the Create Element: Review page is correct.

  7. Click Submit.

How to Add the Pay Value and Registration Number

To add the pay value and registration number input values to the element:

  1. In the Element Overview section, select the Input Values folder.

  2. Select Actions-Create Input Values in the Element Overview pane.

  3. 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.

  4. Click Save.

  5. 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.

  6. Select Actions-Create Input Values in the Element Overview pane.

  7. 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.

  8. 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

  1. In the Element Overview section, select the Element Eligibility folder.

  2. Select Actions-Create Element Eligibility.

  3. In the Element Eligibility name field, enter a name for the eligibility record.

  4. In the Eligibility Criteria section, select a criterion that determines the eligibility for this element.

  5. Click Submit, then Done.