Actuarial Report

The Actuarial Report is a projection report which provides information that can be used by actuaries in evaluating pension programs and/or insurance programs. The report is sequenced so that employees are grouped by gender then sorted in sequence by birth date within each of the gender groupings. The report provides a salary projection plus any additional premium which would be paid based on occupation and/or shift code. The projection uses the salary grid to which the employee's function line is assigned and allows you the option of using the actual data on the function line or any one of the twelve salary grid points which can be computed for each salary grid item. This report is produced in employee number sequence.

The export file includes the following fields:

Employee Number
Employee Name
Employee's gender
Employee's birth date
Employee's Percentage Employed
Hi Employee's hours
Employee's gross salary from first or all function lines
Employee's occupation and/or shift code premiums from first or all function lines
Total gross salary plus occupation premiums

NOTE: This job will run only in batch.

Use Test Grids or Actuals

Enter 1 to use Salary grid point #1 figures. Grid points 1 through to 12 may be used for projection purposes.
Enter 'A' to use the current function values.

Use Test Grids or Actuals

Enter '1' to use Salary Grid # 1 figures.
Enter '2' to use Salary Grid # 2 figures.
Enter '3' to use Salary Grid # 3 figures.
Enter '4' to use Salary Grid # 4 figures.
Enter 'A' to use the current function values.

Enter the Projection Period

Enter the pay period to use in selecting function lines for this report.

The period selected will be used as a filter to determine what function lines should be included for purposes of projection. Only function lines which have a start date which is less than or equal to the projection period ending date and an end date which is greater than or equal to the projection period ending date will be selected and processed.

Enter Deduction to Select

Enter a deduction code to limit this report to the employees which currently have this deduction.
Enter 'All' to select all employees.

Basic Salary or All Functions

Enter 'B' to select the first function line for an employee only.
Enter 'A' to use all function lines. NB: The salary function lines selected allows for the inclusion of salary function Type L, lump sums, only if they are included in the first or primary function line on the employee's master file. Any L types used on function lines 2-7 are excluded from the projection.

Report Employees Terminated / On Leave / On Leave with Benefits

Include Generation of CSV Export File

Enter 'N' to omit generation of the export file.
Enter 'Y' to include the generation of the export file with this report.

This report lists the following:

Employee name and number
Gender, Birth Date
Percent Employed if applicable
Hours
Gross salary from first or all functions
Occupation and/or shift premiums from first or all functions
Total gross salary and occupation premium