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CONDUCT PENSION EVALUATIONS #

Pension Evaluations are procedures which calculate and display information regarding pension accounts. You find out information such as how many days does an employee have to work before retirement.

The Conduct Pension Evaluations (IXPE) form allows you to generate and view information regarding specific pension accounts.

Maintain Pension Evaluation data is stored on the P2K_RX_PN_EVALUATIONS and the P2K_RX_PN_EVAL_COMPONENTS.

Option

This field provides the pension option associated with the evaluation.

Pension_Option from P2K_RX_PN_OPTIONS is a mandatory field that can be filled manually or with the LOV (F9).

Status

This field shows the status of the pension option.

Status is a fixed lexicon (X_PENSION_STATUS_TYPE) you may use to choose the appropriate value.

Evaluation

This field allows you to choose the date from which the evaluation will be made.

Evaluation_Date is a mandatory date field you must fill either manually or using the calendar icon.

Paying

If this toggle is ON, the option is a paying benefit.

Paying_Benefit is an optional toggle.

Retirement

This field allows you to indicate the date of retirement for this employee, if applicable.

Retirement_Date is an optional date field you may fill either manually or using the calendar icon.

Termination

This field allows you to indicate the date of termination for this employee, if applicable.

Termination_Date is an optional date field you may fill either manually or using the calendar icon.

Execution

This field provides an identifier for the execution of an evaluation.

Category

The Category field indicates the category of evaluation being generated.

Category is a fixed lexicon (X_PN_CATEGORY) you may use to select a value.

Evaluation Option

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Text

The Text field allows you to store any additional information and notes necessary regarding this evaluation.

Pension_Evaluation_Text is an optional 4000-character alphanumeric field you may manually enter.

PN Code

This field will display the pension associated with this evaluation.

PN Code will be filled once the evaluation is generated, you may not edit this field.

Description

This field will display a short description of the pension component.

Description will be filled once the evaluation is generated, you may not edit this field.

Value

This field will display the value attached to this pension component for the evaluation.

Value will be filled once the evaluation is generated, you may not edit this field.

O/R Value

You may use this field to override the value for this pension component.

Override is an optional 18-character numeric field you may enter manually.

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Audit Text

This field will display the audit trail associated with this pension component.

Audit_Text will be filled once the evaluation is generated, you may not edit this field.