This page (revision-11) was last changed on 26-Nov-2021 10:22 by rforbes

This page was created on 26-Nov-2021 10:22 by JMyers

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Version Date Modified Size Author Changes ... Change note
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10 26-Nov-2021 10:22 2 KB JMyers to previous | to last
9 26-Nov-2021 10:22 2 KB JMyers to previous | to last
8 26-Nov-2021 10:22 2 KB JMyers to previous | to last
7 26-Nov-2021 10:22 2 KB JMyers to previous | to last
6 26-Nov-2021 10:22 6 KB JMyers to previous | to last
5 26-Nov-2021 10:22 5 KB JMyers to previous | to last
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Page References

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IVXPR
IVXPR

Version management

Difference between version and

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[{TableOfContents }]
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;[Category|RECIPIENT_CATEGORY]:This field displays the type of relation the contact is to the member.
;[Category|RECIPIENT_CATEGORY]:
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;[Include COLA|INCLUDE_COLA]:This field indicates if the recipient should receive a cost of living expense.
;[Include COLA|INCLUDE_COLA]:
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;[Payment Seq #|PAYMENT_SEQUENCE]:This field indicates the sequence of payment to the recipient.
;[Payment Amount|PAYMENT_AMOUNT]:The payment amount is displayed in this field.
;[Payment %|PAYMENT_PERCENT]:This field identifies a percentage paid to the recipient.
;[Change Reason|CHANGE_CODE]:This field displays the ‘Change Reason’ code, which provides the rationale as to why information has been created or changed as of an effective date.
;[Payment Seq #|PAYMENT_SEQUENCE]:
;[Payment Amount|PAYMENT_AMOUNT]:
;[Payment %|PAYMENT_PERCENT]:
;[Change Reason|CHANGE_CODE]:
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[{If var='loginstatus' contains 'authenticated'
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![Notes|Edit:Internal.IVXPR]
[{InsertPage page='Internal.IVXPR' default='Click to create a new notes page'}]
![Discussion|Edit:Internal.IVXPR]
[{InsertPage page='Internal.IVXPR' default='Click to create a new discussion page'}]
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}]
;[Pension Account|PENSION_ACCOUNT_CODE]:This field displays a user-defined code that uniquely identifies the pension account.
;[Person Code|PERSON_CODE]:This field identifies the person associated with this account.
;[First Name|FIRST_NAME]:This is the first name of the person associated with this account. First Name will default in once the Person Code field is filled.
;[Last Name|LAST_NAME]:This is the last name of the person associated with this account. Last Name will default in once the Person Code field is filled.
;[Pension Plan|PENSION_PLAN_CODE]:This field allows you to identify the pension plan associated with this account.
;[Pension Option|PENSION_OPTION_CODE]:The Pension Option field identifies the option the employee has selected upon official retirement. This field is only completed once the employee retires.
;[Enrolled|ENROLLMENT_DATE]:A mandatory field with the date the EE was enrolled in the pension plan.
;[Adj. Enrolled|ADJUSTED_ENROLLMENT_DATE]:This field allows you to override the date the employee was enrolled.
!Retirement Info
;[Term Date|DRV_TERM_DATE]: If the member is terminated this field will display their termination date.
;[Term Reason|DRV_TERM_REASON]:If the member is terminated, this field will display the reason for the termination.
;[Annuity Start|ANNUITY_START_DATE]:If the member is receiving a benefit, this indicates the date the payment started.
;[Retired On|RETIREMENT_DATE]:This field displays the retirement date for this employee.
;[O/R Vest Percentage|OVERRIDE_VEST_PERCENTAGE]:This field allows you to enter the vesting factor (50%, 75%, etc.). This is an override field.
;[Vested on|VESTED_DATE]:This field displays the date on which the employee was vested within the plan.
;[Deceased as of|DECEASED_DATE]:The date on which the member became deceased
;[Service Connected Death|SERVICE_CONNECTED_DEATH]:If this toggle is ON, the employee’s death was connected to their employment.
!Pension Account Text
;[Text|PENSION_ACCOUNT_TEXT]:The Pension Account Text field allows you to store any additional information and notes necessary regarding this account.
;[Retire Member|ACT_RETIRE_MEMBER]:The field enables the user to retire the member in focus.
;[Print Service|ACT_PRINT_SERVICE_SUMMARY]:This field enables the user to print a summary of the member's service.
;[Pension Status Code|PENSION_STATUS_CODE]:This field will display the status of the account.
;[Plan Code|PENSION_PLAN_CODE]:The pension plan associated to the pension account for the member will display here.
;[Description|DESCRIPTION]:The description of the pension plan will display here.
;[Text|PENSION_ACCOUNT_TEXT]:This field allows you to provide additional information about pension status and pension code.
;[ID|ID]:This field identifies the pension payment record within the data base.
;[Entity|ENTITY_CODE]:The entity associated with the payment will be displayed in this field.
;[Pension Plan|PENSION_PLAN_CODE]:The pension plan associated with the payment will be displayed in this field.
;[PN Code|PENSION_ACCOUNT_CODE]:The pension account associated with the payment will be displayed in this field.
;[Person Code|PERSON_CODE]:The person associated with the payment will be displayed in this field.
;[First Name|FIRST_NAME]/[Last Name|LAST_NAME]:These fields display the first and last name of the person associated with the payment.
;[Relation|RELATION]:If the person receiving the payment is not the employee, the relationship between that person and the employee is displayed in this field.
;[Employer|EMPLOYER]:The employer associated with the payment will be displayed in this field.
;[Status|EVALUATION_STATUS]:This field shows the status of the pension option.
;[Evaluated On|EVALUATION_DATE]:This field displays the date from which the evaluation will be made.
;[PN Option|PENSION_OPTION_CODE]:This field provides the pension option associated with the evaluation.
;[Payment Category|PAYMENT_CATEGORY_CODE]:This field identifies the payment's category.
;[Date of Payment|PAYMENT_DATE]:The date of the payment is displayed in this field.
;[Payment Amount|PAYMENT_AMOUNT]:The payment amount is displayed in this field.
This page (revision-11) was last changed on 26-Nov-2021 10:22 by rforbesTop