Home

HOMERE USER'S MANUAL

1. You have the recapitulative list of leaves H Printing Leave recapitulative From month of juin 2011 to month of juin 2011 Order by name Paid leaves 04 02 2015 15 10 43 Leavetaken Leave acquired Remaining leave days 8 50 Page BARAID DUNYA ADMINISTRATION ASSISTANT VACCINATION CAMPAIGN i 11 00 El El El CARTER PETER LOG CO ASSIST J 1 25 00 AR HAMID JABAIR SURGEON j f 25 00 9e JOSS JAN NURSE DENGUE INTERVENTION 1 f 6 50 Sg LoooJaB HEAD OF MISSION i 49 50 MOORE ROGER WATCHMAN DENGUE INTERVENTION j f 10 00 El Bj El N GONOBO JUAN NUTRITION ASSISTANT DENGUE INTERVENTION 4 4 00 OOTY RIA PSYCOLOGIST DENGUE INTERVENTION 4 3 00 PARRA JOAO DRIVER DENGUE INTERVENTION 10 00 SPINOS MAURO W amp H MEASURER DENGUE INTERVENTION 7 11 00 XIN LEE LOG CO ASSIST DENGUE INTERVENTION 64 The printing of current leaves allows you to display the list of leaves available in the database Print Current leaves at the end of juin 2011 Pages 044022015 15 13 23 6 a ml m Leavetaken startdata dats Page 1 1 r Siz 5700007 2406 2011 Pad 7 f 30062011 Paid leave 13062011 Paid leave 0506 2011 Paid leave 22062011 Paid leave 0606 2011 Paid leave 10062011 Pais leave 5 2 FOLLOWING OF ADVANCES This is about the advances on salaries There are two to process to enter the advances of
2. OK Cancel 23 2 6 ACCOUTING CODES FOR SAGA If you need to use the automatic interface through SAGA it is required to setup the Accounting code To do that select Accounting code tab use the new button and create the accounting code regarding the chart of account ADVANCE WITH SUPPLIERS AND VARIOUS ADVANCE TO THE STAFF SALARY EXPENSES MSF DOMESTIC STAFF SALARY EXPENSES ADMINISTRATIVE STAFF SALARY EXPENSES MEDICAL STAFF SALARY EXPENSES LOGISTICS AND SANITATION STAFF SALARY EXPENSES DRIVERS AND MECHANICS SALARY INCENTIVES FOR NON MSF STAFF DAILY WORKERS MEDICAL COST REIMBURSMENT CASH DIFFERENCE It is possible to import the accounting code list using the import button The new button allows you to create accounting code that you have to define as expense account or advance account ER a Account slip ms o MMMM c Code Description Account type Cancel Validate Cancel 24 2 7 CURRENCY SUBDIVISION To help administrators and HR managers a Hom re function makes it possible to find out how many and which bills and coins must be withdrawn from the safe to pay monthly salaries The function is found in Tools gt Currency Subdivision Click on New and create the type of bank note and bills that you use to do the salary payments Currency East Ca
3. 5 00010 Last name JOSS First name Function NURSE Project code A1101 Project subdivision DENGUE Accounting code 60230 Net income Method of payment Transfer Advances Bank name NU BANK Account n 0000012300034354 Netto pay 0011 Last name HAMID First name Function SURGEON Project code A1101 Project subdivision Net income Method of payment Transfer Advances Bank name BANK OF SU Account n 00000000123400323 Netto pay ETESTO0024 Last name AAAAAAAAAAAAAAAAAAZ0AAAAAAAAIO First name Function DRIVER Project code A1101 Project subdivision Net income Method of payment Transfer Advances Bank name BANKI Account n 0000000000000234838457 Net to pay xe Total Net income 6 543 80 al Total Advances 0 00 Total Net to pay 7 153 30 ItestiXMLIRTM impH 5 13 Close C epiconcephhomere40001 13 RTM 75 Printing Payslips with translated headings Translated headings and rubrics are setup in the menu Tools Options TRANSLATION Mois octobre 2007 7 EPICONCEPT ala MEDECINS SANS FRONTIERES ESPAGNE EMA100017 25 BIS RUE PATRICE LUMUMBA HAJJAMI NAWAL APPT 14 ALLEE AHMED YABOURI RABAT RES1 N 13 MAROC SALA AL JADIDA R f N de s curit sociale Code comptable 6230 Date d but de contrat 01 01 2007 Fonction ASSISTANTE SOCIALE
4. PIN field description tab These fields allow a customization of the data entry and can be exported in csv files see export module 46 There are several tabs under the Identity tab e Identity Phone numbers Bank information Identification Comments Beneficiary in case of death At this level Word Excel or any kind of files may be attached in order to record any type of information you may want to see in the identity record CV Work certificate recommendation letter ID picture Click on the button 1 A folder is opened automatically and allows you to classify files related to the employee The other icon opens them Warning The size of the attached files must be monitor to avoid over loading of the hard drive disk G identity slip ioj xj Field 501151 Last name First name File Date updated 4 4 zs Employee slin Th fA m Fmnlniee Card E ve 7707 axi Regarder dans 67 gt amp ex E3 Civil s Nation Fe Marital st r cents Identity Depende Dece Social security nt Address Phone Addre C e 7 PE Poste de travail L 1 Favoris r seau The Employe slip and Employe card allow to generate document automatically if you design a model 47 4 3 DEPENDANTS Field CMDEL1 Last name BENY First name Marie File n 128 Date updated 20 01 2015 12 Who
5. Rubric that can be cumulated Description to export Second descript to export Comments Check printings corresponding and if employee with amount to zero appears in the printings with 0 or don t appear Print if empty ON Link to tax office SECU Apply Cancel In order to print the listings you must close the month Then select the menu Printings gt Print the social contributions Three options are available for this printing Standard option You can choose to print details employee contribution employer contribution and not to print the employee which amount of tax is equal to zero 83 H Print the social contributions Type d impressi Excel export Yearly report per employee Month September X Month September Year 2008 Year 2008 x r Select staf Option v Detail Print the employee contributions Print the employer contributions Nat print the employee without amount of tax egal to zero HG 2 z Page 1 de 1 Y Contributions to be paid From 01 04 2007 to 30 04 2007 Homere version number 1 6 09 Libell BANGUI COORDINATION Employer MSFF Currency XAF 24 05 2007 13 16 08 Reference Address BP 1744 Bangui ax Office Agence Centrafricaine pour la Formation Professionnelle et l Emploi Phone Fax Email Method of payment Cheque Periodicity M
6. File Model Print re version number 4 0 001 iption CAPITAL SAINT GEORGES HILL cy XCD code AI1011 ry of contract List of current contracts will be finish in the month of f vrier 2015 Page First name Category Job ranking Function brad 5 Dr inl 1 1 JABAIR Medical Field manager SURGEON CDI JUAN Medical General staff NUTRITION ASSISTANT CDD ath RIA Paramedical Coordinators PSYCOLOGIST CDI o Close 55 4 8 TO ATTACH FILES TO AN EMPLOYEE FILE e How to attach a file to the employee file You can attach every type of file doc xls xlsx pdf jpg to the employee file To do that you have to use the 7 button in the upper right side of the screen Field Al1011 Last name First name DUNYA File n 00007 Date updated 10 11 2011 El Employee slip EmployeeSlipT emplate rtf D B E d Employee Card EmployeeCardT emplate rtf Identity panna Skill RER ETES eme Advances Pay slips Civil status ML Miss Birth date 01 03 1979 19 Bith place BISSAU 0 Nationality GAMBIA Sex FF Female Marital status CE SINGLE Staff representative No Social security number WEEHHJ121939 Entry date 01 02 2011 15 AAANEW 7 wpm BB PNEE EE PNEE s ce Pince Address Phone numbers Bank information Identification Comments In cas
7. Max Value column will thus be completed automatically eThe compared value is greater than or equal to the Min Value and STRICTLY LOWER than the Max Value eThe Initial Field provides Hom re the basis of the interval calculation which will have already been designated or calculated in another rubric For example it can be the annual salary for the calculation of a tax subject to a schedule 36 move the rubric above the Net to be paid one eThe percentage cannot be entered in the Payroll calculation Use decimals or division by 100 for the calculation Each time new rubric is created you must use the up arrow to Definition of payroll calculation payroll calculation Code PP NORTH SUDAN Updated on 04 06 2007 Description NORTH SUDAN PAYROLL CALCULATION Pre defined rubric to parametrize E Heading N Code Description Formulas Type 30 31 33 35 36 38 39 41 DON CALL RATE On Call Rate VARIAB NB HOURS ON CALL On call hours Number VARIAB 3_HOURS_PUBLIC_HOLIDA Public Holidays Hours VARIAB NIGHT DUTY RATE Night Duty Rate VARIAB NB_NIGHT_HOURS Night Hours Number VARIAB OVERNIGHT_RATE Overnight Rate VARIAB OVERNIGHT_NB Number of Overnights VARIAB OVERNIGHT_AMOUNT Overnight amount DVERNIGHT ALLOW DVERNIGH FORMUL El New Modify Delete Print Apply Cancel L The rubrics must be sorted in the calculation order and follow one another u
8. Note this feature is available only if the computer is connected to internet This menu allows to open the collaborative wiki web site in order to access additional information source It is mainly advised to have a look at the Frequently Asked Questions FAQ in order to have a feedback on user experiences 1 6 REPORT AN ISSUE This menu will help you reporting an issue A ready to use report is available in the current language The point is to be able to share with the Homere referent all the required information to clearly understand the demand In case of an issue the point is to allow the Homere referent to reproduce the issue in order him to be able to give you the appropriate answer Here are the required items e Detailed description of the process that leads to the issue step by step e Detailed description of the expected result A Backup FILE 2 PARAMETERS 2 1 EMPLOYER 2 2 SALARY SCALE 2 3 FUNCTION SCALE 2 4 TAXOFFICE 2 5 UNDERPROJECT 2 6 ACCOUNTING CODE FOR SAGA 2 7 CURRENCY SUBDIVISION 2 8 IMPORT EXPORT OF PARAMETERS Setting up the Payslips involve several interdependent pieces of information which paradoxically are created independently e definition of the employer definition of the salary scale definition of the function scale definition of the tax office definition of the payroll calculation parameters FILE 3 employee database FILE 4 SALARY F
9. To create a Field Menu gt File gt Create a Field Project code Unique number The group of to is used only when Project code MSF CH the employees are managed by a different person on the same project Group of pay Description DRC Coordination Organisation code MSFCH Currency CDF M Congolese franc Paid leave per month 15 E Holidays update DD MM 01 01 Other information Number of months between two evaluations 8 PIN 1 ASS PIN 2 LE PN3 PNA 000 PNS Modify Delete Apply Cancel This screen allows you to create the capital field coordination and or or several fields As with account monitoring in your accounting software it is important to create one unique identifier code for every field These codes may be the same as those used in your accountancy software By default the group of pay will always be 1 The description is used to clearly identify the project field It may be the same as the accounting software description The organization code is for example MSFXXX XXX country international code for doctors without borders MSF The reference currency refers to the currency for performing calculations and making salary payments This is usually the country s currency The number of Paid leave per month This refers to a country s regulations or staff regulation regarding the accrual of paid leave For example in Franc
10. Yearly report per employee option Allow user to generate the Kenyan tax report for a selected staff 5 10 TO PRINT THE PAYSLIP WITH TRANSLATED HEADINGS If you want to print with another translation than the one given by default you must go to Tools options gt Payslips with translated Headings J List Hom re options 10 x Posting slip with translated headings Current headings Your headings ooo Employer Employee POSA Month P Ref Social security n 555555555555 ss lt sCS Accounting code o Function Project code Analytical axis Beginning date of contract Level Entry date NENNEN Seniority in month Settlement Bas de page Body Heading Apply Cancel Then when doing the payslips printing Select month Month august Year 2014 Date of payment 31 08 2014 5 M Selecting the mode of payment entered in the identity form El M Project subdivision Ej Function Function grid code Function code NO DATA Currency MCD East Caribbean Dollars Printing types One pay slip on one page C Paysheet C Two pay slips on one page Monthly summary anslated headings Order of sorting Method of payment Accounting code Project subdivision C File
11. Apply Cancel The Code may start with SS for Salary Scale the project code The Description will provide project details with for example the same description used in your accountancy software The Reference salary is the lowest basic full time salary in your salary scale You must then enter the pay levels of your salary scale There are two ways to enter the data 11 e You may manually enter the coefficients you calculated according to the levels by checking use the reference salary for the calculation The salaries will be calculated automatically based on the coefficients entered and on the reference salary e You may manually enter salaries according to the levels and the coefficients will be calculated automatically In this case do not check use the reference salary for the calculation Box You just have to use the New button to add a new salary in the salary scale The bellow window is displayed n D D D Coefficient 0 zi Level Salary Apply Cancel This screen allows to enter every level of the salary grid and the linked salary The level will be used to return the salary regarding the level in the function scale This is going to be used for every staff to determine the basic salary Note new levels may be entered if changes are required in the futur There are two ways to calculate seniority 1 Calculation by level calculation by level
12. Calculation formula You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Taxable salary Gross salary taxable deductions Calculation formula 42 Fixed rubrics Type of rubric Comments taxable additions Total severance pay Total advance layoff notice pay Total accumulated leave balance Total prorated annual bonus Social Charges Rates Table Value Table Upper Limit Social Charges Table Value Table Social Charges Amount Calculation formula Non taxable deductions Simple variable You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Total of non taxable deductions Calculation formula Non Taxable additions Simple variable To fill in at the Payslip level Total non taxable additions Calculation formula You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Advance Simple variable Already exist in Hom re AMOUNTADVANCE Net to be Paid Taxable Salary Social charges amount Total non taxable deduction Total non taxable additions Total Advance Calculation formula Already exist in Hom re Rounded Net to be paid ROUNDED NET TO BE PAID Calculation formula 43 FILE 4 ENTER
13. HOMERE USER S MANUAL 4 0 RELEASE February 2015 INSTALLING HOMERE Installation To create a field To define access and password Releases notes NGO Wiki Issue reporting FILE 1 PAGE 2 PARAMETERS Employer Salary scale Function scale Tax office Project Subdivision Accounting code Currency subdivision Import Export of parameters FILE 2 PAGE 9 SETTING PAYROLL CALCULATION PARAMETERS To create the rubrics Example FILE 3 PAGE 28 ENTERING THE STAFF DATABASE To search and create an employee Identity Dependants Skill Events Creation of contracts Follow up of contracts and probation period To attach files word excel to an employee To change the models of documents contracts To export staff from one project to another FILE 4 PAGE 44 SETTING UP PAYSLIPS Following of leaves Following of advances To generate the payslip To fill the rubrics by payslip To print the payslip To do a settlement To do the monthly closing To calculate and print the social contributions To print the payslip with translated headings FILE 5 PAGE 61 MANAGING THE FILES Backup Sending Reception FILE 6 PAGE 88 PRINTINGS AND EXPORT Printings Export CSV and Saga Statistics FILE 7 PAGE 92 FILE 1 INSTALLING HOMERE 1 1 DOWNLOADING AND INSTALLING HOMERE L The install file is provided by the HOMERE referent of your organiz
14. Who MASTER E 2161 si Employee slip EmployeeSlipT emplate rtf 201502 256 cmm 01 02 2015 28 02 2015 411011 201501 25523444 01 01 2015 31 01 2015 411011 l 201205 256 23444 01 05 2012 31 05 2012 411011 16 201204 256 23444 01 04 2012 30 04 2012 411011 16 E 201203 25523444 01 03 2012 31 03 2012 411011 16 201202 25523444 01 02 2012 29 02 2012 411011 16 201110 25523444 01 10 2011 31 10 2011 411011 16 201108 25623444 01 09 2011 30 03 2011 411011 16 E 201108 25523444 1 08 2011 31 08 2011 411011 16 201107 311 31556 01 07 2011 31 07 2011 411011 16 201106 25523444 01 06 2011 30 06 2011 411011 16 201105 25623444 01 05 2011 31 05 2011 411011 16 201104 256 23444 01 04 2011 30 04 2011 411011 16 201101 25 356 01 01 2011 31 01 2011 411011 16 20100 0 04 07 2010 31 07 2010 411011 16 J Create pay slip See the Variables list See the pay slip Delete Validate Cancel This feature is currently use to do a correction in one payslip when all the pay slips have already been generated the bulk way in order to avoid to generate again for everybody 67 e The bulk way Menu gt Payroll gt Generate Pay slips Month 2015 OK Cancel Select the month and click the OK button When the message the slips have been generated is displayed the payslips are generated 5 4 ENTRY OF PAYMENT INFORMATION The pay slips are updated throu
15. ETESTO0008 CARTER PETER 0010 1055 JAN ETESTO0017 1000 JAB ETESTO0006 N GONOBO JUAN ETESTO0012 OOTY RIA iready has a payslip on the selected Apply Carca Copy of advance Whatever the entry process the advance amount can be use in the payroll calculation this is not automatic the payroll calculation has to be setup for that The AMOUNT ADVANCE formula in the payroll calculation will return the total amount of advance The copy of advance button allows to copy the total amount of salary advance that have been entered the previous month it is done for the whole list of staffs Warning if a payslip already exist for the selected month ie Hamid Jabair in the screen copy above the line is highlight in grey and the salary advance is not allowed 66 PRINTING THE ADVANCES A printing is available in Printings gt Advances which sum up all the advances given to the employees for one month This list can be used as a voucher for the employee to sign then receiving their advances This list can be sort by surname project subdivision or accounting code 5 3 GENERATING THE MONTH S SLIPS There are two ways to generate create the month s pay slips e The one by one way based on the employee slip by selecting the Pay slips tab Field Al1011 Last name 72212 First name JABAIR File n 5 00011 Date updated 04 02 2015
16. Test Visible Print if empty Display in the earnings column Display in the column employee contributions Display in the column employer contributions settlement rubric Display in bold in the pay slip Display in italic in the pay slip Active Rubric to use in the printing Monthly summary of the movements Calculation order Print order Tax Office NO DATA MSAGA interface Third party code Accounting code Expense Receipt Rubric to be add to a rubric expense Rubric that can be cumulated Apply Cancel 34 The following window will be displayed eee Alias VARIABLES lt gt Field lt gt l SALB HERE CHOOSE NB_MOIS_ANCIENNETE Number of years of seniority 4 21 ENFANTS CHARGE Number of dependent children THE FIELDS NB_CONJOINTS Currency AND oR NOT CONGE PA Paid leave CONGE ML Sick leave CONGE MT Maternity leave CONGE_NJ Unexcused absence z CONGE_SS Unpaid leave gt Function Formula SALAIREBASE NBREHEURESTHEOMENS NI Delete Cancel At this level you must choose the Fields that will be used in the calculation formula These fields already exist by default or are rubrics created during the parameter setting process During the first payroll setup some functions in Excel language must be formulated in an SQL language The Correspondence Table below displays the key
17. Value table interval Retroactive formula Dk Cancel 1 FIRST RUBRIC The Keyable Simple Variable this refers to any rubric to be completed that may be included in a calculation formula For example it may refer to the payroll tax rate for a particular organization or the number of theoretical workdays in a particular country Example The number of working days within the month 26 This variable could be included in a calculation formula the daily rate for example There are two types of variables The modifiable variable at the Payroll Calculation level this means that its values will be defined in the Payroll Calculation and will be changeable only in the Payroll calculation The monthly value of this variable is the same for all the employees Examples of variables that can be modified at the Payroll Calculation level tax rate e number of theoretical working days e number of theoretical monthly working hours O x variable slip heading Code THEODAYSNB Description T heoric Days Number Default rubric R Value 24 375 s Modifiable M General payroll calculation Pay slip In settlement rubric Value to be recopied over the next month Rubric to use in the printing Monthly summary of the movements v Active Order number 3 Comments Apply Cancel 30 gt The modifiable variable at the Payslip level this will be a variable that ca
18. 5 00008 CARTER PETER ASLOGC 0 78768 7879 ETESTO0007 BARAID DUNYA ASADM 0 45 1237 ETESTOOO06 N GONOBO JUAN ANUTRI 01 343483338438 NNN CHAUFY 0 0 5 00012 OOTY RIA PSYCHD 0 4 335 5 00017 1000 JAB COORDO 0 987837 83 _ vom Filter See all Position Export Print Apply Cancel Then Apply and when it is finished use the close button will then save the values for each payslips and will calculate the salary payment according to these values 71 THE ONE BY ONE WAY After creating the payslip from the payslip tab use the see the variable list button you can enter the payslip variable for that employee CJ Identity slip E 8j x Field UG1011 Last name NDAGIJE First File n Date updated 1 gemma 15 ho ADMIN lt Identity Dependants Skill Events Contracts Leaves Advand ie uu Stat Date Enddae NN piig fimber 200708 437700 01 08 2007 31 08 2007 200707 437701 07 2007 21 07 2007 200706 Unjustified absence hours Number of overtime hours ss NB hours Work on sunday o Number of hours work on national holidays ep Number of days on call og Christmas Bonus og Taxable Addition 08 Taxable Deduction og Medical deduction op Apply Cancel O U n Create pay slip 4 See the Variables list See the pay slip Delete _ A Validate Cance
19. BBBBBBBBBBB 201412 201412 201412 201412 201412 201412 201412 201412 201412 d cembre 2014 qe 42448 NUTRITION ASSISTANT 331 22 ADMINISTRATION ASSISTANT 649 46 LOG CO ASSIST 2000 PSYCOLOGIST 742 85 HEAD OF MISSION 1706 58 NURSE 609 5 SURGEON 25623444 DRIVER 432 97 Variables list Choice of the Payroll 5 Calculation 01 12 2014 01 12 2014 01 12 2014 01 12 2014 01 12 2014 01 12 2014 01 12 2014 01 12 2014 01 12 2014 31 12 2014 31 12 2014 31 12 2014 31 12 2014 31 12 2014 31 12 2014 31 12 2014 31 12 2014 31 12 2014 iV2PAY V2 PAY SLIP V4COPY V4 RECOPIED V7GIVEVAR V VARIABLE DEFAULT RUBRIC VARIABLE V8GIVFORM V8 VARIABLE DEFAULT RUBRIC FORMULA 70 First select the payroll on which you want to enter the values of the variables This list contains the variables modifiable at the pay slip level setup in the payroll calculation The information has to be entered for each employee because the values may be different from one employee to another overtime hours An array is displayed with all the modifiable variables to be entered for all the employees In this grid it is possible to sort columns by clicking on the column title or move this column or modify their height V2PAY SLIP_ V4 RECOPIED V7 VARIA 5 00011 HAMID JABAIR CHIRUD 0 12 1235 AAAAAAAAAAA BBBBBBBBBBB CHAUFY 0 45 1237
20. Create pay slip See the Variables list See the pay slip Delete Validate Cancel Fill in the variables and particularly those specific to a settlement that be setup in the payroll calculation The settlement rubric will appear with the other rubric to update According to the payroll calculation setup sometimes the settlement rubrics will be automated setup sometimes you may have some manual calculation to do before entering the values It may be for example The severance payment Thirteen month prorate The days of Notice The paid leave balance amount 78 Unjustified absence hours 8 Number of overtime hours NB hours Work on sunday Number of hours work on national holidays o Number of days on call 8 Christmas Bonus Taxable Addition 0 Taxable Deduction OH Severance Payment cgi Thirteen Month Prorate Days of Notice 0 al Paid Leave Balance Medical deduction Employees for whom a final payment has been made are not taken into account in the future monthly pay slips generation The settlement slip looks like this Model Print Settlement Month August 2007 Employer Employee Medecins Sans Frontieres Swiss Uganda Mission UG101 031 Kironde Road KATENDE P O Box 31282 Zana Kampala Uganda C O MSF CH Box 2365 Kampala R f Social secu
21. Last name C Bank name OK Cancel Last name First name CARTER FE TER Month 207 412 Comments 3 Net to pay Activate Dissetivate All headings Apply Close 86 The payslip will appear with your translation LH Printing File Model B pint Pag x Page 1 16 Medecins Sans Frontieres Swiss Uganda Mission Kironde Road P O Box 31282 Kampala Uganda R f Accounting code Function Project code CCCCCCCCCCCCCCCC B230 Shelter Caretaker UG101 Analytical axis Description Basic Salary Seniority ross Salary Amount Unjustified absence On call paid Severance Payment Prorate of christmas bonus Days of notice paid Paid Leave Balance XXXXXXXXXXXXXXX UG101 031 Month August KATENDE Zana C O MSF CH John Box 2355 Kampala SSSSSSSSSSSSSSS 56346098 Beginning date of contract 01 08 201 Level 2 Entry date 01 10 19 Seniority in month 49 Employee Base Amount contributions conti 383 760 00 75 752 00 460 512 00 145 00 321 030 00 1 00 5 000 00 250 000 00 230 000 00 450 000 00 21 000 00 4 pos Pee unt 87 FILE 6 MANAGING THE FILES 6 1 BACKUP RESTORE 6 2 SEND RECEIVE 6 1 BACKUP RESTORE To avoid loss of data it is necessary if not required to Backup regularly ev
22. SUPER Employee slip Bl E d Employee Dl Identity Dependants Skill Events Contracts Leaves Advances Pay slips Last name Ed Frtname SS Familie ties Bihdae B sex gt Active Apply Cancel Click on New to create dependent and enter the information requested There is no limitation of lines at this level The Active checkbox allows to mark or not a dependent people to include it or not in the payroll calculation process Indeed some payrolls special rubrics are available to use the active information For example Active will be checked for all the dependent people that need to be included in the family allocation calculations 48 Field Al1011 Last name JOSS First name JAN File n 5 00010 Date updated 10 11 2011 E Who ADMIN 5 lt Employee slip D amp Employee Card D Identity Dependants Skill Events Contracts Leaves Advances Pay slips Degree 1 NURSING Year degree awarded 1 2005 Degree 2 Year degree awarded 2 Other previous employers Employers Descriptions Years NGO NURSE 1 Identified emergency pool o Yes Candidate for detachment 0 Yes To follow No No Relocated staff No French INC English Yes Spanish jo Yes Other language SWAHILI Validate Cancel This is an important tab to
23. allows you to enter a fixed coefficient each year The seniority calculation will apply that coefficient every year to the last year s salary not to the reference salary To do this do not check the option linear calculation if not checked calculation by level 12 Salary scale Code GS BUNIA Description Salary Grid for Bnia Reference salary 110 dd CFA franc Use the reference salary for the calculation Round salaries to the nearest unit without comma v Active Updated 03 02 2015 By Master Seniority coefficients Linear calculation if not checked calculation by level 1 1 105 2 108 3 CMDEL1 CMDEL1 CMDEL1 110 115 120 110 1155 1155 115 12075 120 75 120 126 126 127 05 132 82 1386 127 05 132 82 138 6 127 05 132 82 138 127 05 132 82 138 127 05 132 82 138 6 10 127 1324 138 E 127 05 132 82 138 6 New Modify Delete Print Cancel 2 Linear calculation by checking the option linear calculation if not checked calculation by level seniority will be calculated based on the reference salary In this case the coefficients to be entered in the line for years will take this calculation into account Code GS_BUNIA Description Salary Grid for Bnia Reference salary 110 8 CFA franc Use the reference salary for the calculation Round salaries to the nearest unit without c
24. complete particularly with respect to medical staff doctors nurses or any profession that requires a license to be practiced You should only enter diploma and certificate for which you have a certified copy in the employee file You can enter three other previous employers and the following items The Identified emergency pool function refers to staff identified as able to take a position in the emergency pool In general the Field Coordinator or Head of Mission are responsible to perform this identification The To follow function refers to staff identified to be develop within MSF based on their potential and or qualifications In general the Field Coordinator or the Head of Mission are responsible to perform this identification The Relocated staff function The candidate for detachment is for the staff validated by the coordination team and the desk for a detachment 49 It includes all events that may mark an employee s work history expatriation detachment trainings evaluations disciplinary measures work accident and professional disease and career path wishes To enter the events select the kind of event by ticking the corresponding box and click on new Tick the Training box and click on to enter the name and date of the training Use the comment field to add more information r Identity slip Field A1011 Last name 1055 First name JAN
25. enough to be seen by the employee gt The field Base heading aiding in Calculation to be printed in the payslip displays on the slip those items incorporated in a calculation 33 For example for the total Overtime Hours you may choose to show the rubric Number of Overtime Hours on the pay statement to indicate the number of overtime hours that were used in the calculation The Character to display near the base heading allow to enter a character which would be display in the column base in the payslip The Print if Empty function means that even if the rubric total equals zero the rubric will still be printed in the statement The calculation order must observe the calculation rationale A rubric incorporated in the calculation formula must not be placed after that formula The printing order repeats the same definition as the calculation order This order must observe a calculation rationale that will be printed on the payslip For example it would thus make no sense to place Net to Pay before the Gross Salary on the payslip Likewise for the calculation order The printing order addresses the visible rubrics To enter the Formula click on the small icon to the left of the Test icon HZ heading slip Code HOURLY_RATE Description Hour Rate 5 5 25 2 00 07 Base heading aiding in calculation to be printed in the pay slip Formula 055 SALARY HOLURS THEO
26. functions used EXCEL FUNCTIONS SQL FUNCTIONS ROUND ROUND IF IF ROUND SUP CEILING MIN FLOOR CEILING N58 50 CEILING N58 50 50 MAX 0 P9 N9 GREATEST 0 P9 N9 SEMI COLON COMMA oon Note You must use a period to indicate decimals 33 3 THIRD RUBRIC THE VALUE TABLE The Value Table This is a more complex calculation rubric that incorporates intervals and or value tables for calculating some payroll costs and or taxes interval heading slip E Di xj Code IR 1 Description Income Tax Bracket n 1 Start field REF INCOME TAX El Test Order number 65 DbLbTest Comments Add an interval 767 50 5 Delete an interval Cancel Each interval includes a minimum value a maximum value and a value to be assigned If there are several criteria an interval you must create a corresponding number of interval rubrics and a calculation formula to link the different value tables For example if rate X is to be applied for an interval ranging from 0 to 100 you must create a rubric to set the interval another that will set the rates by interval and last a calculation formula that will link the 2 value tables Specifics Nothing can be entered in Max Value This column will be completed automatically when Min Value is entered Thus the Min Value from the following line will be the Max Value from the preceding line The
27. included in the salary grid for any reason The field would be then highlight in blue 53 The Paid Leaves earned month the number of paid leaves days that an employee acquire each month By default this figure is given automatically coming from the information entered while creating your field Paid leave balance the amount of leaves to be entered manually specially in case of new contract amendment or when creating a new file for an employee that already work for the NGO This entry field can be used also to set the paid leave for the annual update Paid leave balance date this is the date linked to the Paid leave balance that is to say the start date of the contract or the last date of update of the leave balance Activity rate in the payroll calculation the rubric TAUXACTIVITE can be used to automatically prorate the payslip Currency this refers to the payment currency The Accounting Code to be chosen from the list The Project Code is linked to the project list Theses codes currently come from SAGA or from your accounting software and are used in Homere to display the financing contracts and the analytical axis Project subdivision is provided in the contract slip to distinguish among the various programs in the same field location Job Description Yes or No Job description file the generate button allows to use a job description template The attach a file button allows to attach a file whatever its type Co
28. modify the fields setup p NOTE when a Field is created it is impossible for the field user to delete it In case of error send a Backup to Headquarters for Removal 1 3 DEFINING ACCESS AND PASSWORDS There are 4 access levels A Headquarters B Headquarters C Administrator D Assistant Administrator E Auditor The Administrator is responsible for defining levels C D and E The Administrator will have a level C access The Assistant Administrator will have a level D access The auditor will have a level E access To manage Logins and Passwords Menu gt Tools gt Passwords W Marge ot pme des Master MASTER SIEGE SIEGE ADMIN ADMIN TERRAIN TERRAIN TERRAIN Passwords Level b Confirm the password Generate v Validate X Cancel Click on New to create a new user User profile D will be created by default Enter the person s Name and define a Login and Password If needed Homere can generate a password using Generate button Which features are available by default for Level C D E 2 Note The below description is available for the default profile setup Indeed the head quarter may change the default access definition regarding the organization processes A level C user has access to all Homere functions may modify his her own level C profile may modify and remove a level D use
29. the next evaluation using the Next evaluation button If you do not enter the date Homere will calculate it from the parameter you have entered when creating the field number of months between two evaluations 51 4 6 CONTRACTS The contract slip must be completed to generate the payslip r Contract slip HAMID J Type of creation NEwCT New contract Employer MOH MINISTRY OF HEALTH Number Country Contract type Payroll calculation number Current contract 0 Yes Salary scale number Seniority in month prior to the current 5 Start date 44 isl contract End date 15 Base salary Calculation Paid leaves earned EXT 25 Date of end of trial period L4 Paid leave Paid leave ats a balance date nz Contract fiel 1 5 1 IS Activity rate 100 Function grid xl Currency East Caribbean Dollars Function gt Accounting code xl Level Project code 1101 xl AlO Category gt Project subdivision xl Job ranking Job description M End of contract Job description file D e e Ed End of contract reason El Comments Settlement N Starting date for calculation of severance payment i El Workplace Apply Cancel Each new contract will be recorded a new line Work contracts and job descriptions may be included as attachments the same way as in the disciplinary measures and evaluat
30. to be used when a variable modifiable at the payslip level or at the payroll calculation has to be setup with a default value For example the number of real days worked gt by default you can decide to choose the theoretical number of working days This will mean that Hom re will take the theoretical number of working days if the variable number of real days worked is not entered The box Value to be recopied over the next month this is used in the case of a variable that can be modified at the payslip level and will be the same each month If this box is ticked the value will automatically be copied from one month to the next Ex a fixed transport allowance gt The box Rubric to use in the printing monthly summary of the movements i if this box is ticked the information contained in the variable will be cumulated and will appear in the monthly summary of the movements printout 2 SECOND RUBRIC The Calculation Formula it is any kind of operation division addition that can includes any kind of rubric variables other formula or intervals Example the calculation of the Hourly rate divides the Gross salary by the number of theoretical hours 32 Formula heading slip i 5 D Code HOURLY RATE Description Base heading aiding in Character to display near calculation to be printed in the base heading the pay slip Formula GR055_SALARYVIHOURS_THEO
31. to do 2 entries one for each month The paid leave balance is automatically updated in the payslip Project code TESTF3 Entry date 01 02 2011 Seniority in month 15 Employee Base Amount contributions F50 FORMULA IN BOLD AND ITALIC F52 TO MULTIPLY A VARIABLE WITH MORE 4 DEC 27 615 70 ves Net to pay Previous balance days Leave taken in the month days 0 00 Leave acquired in the month days Remaining leave days Employees list Events Current contracts Leaves Monthly summary of the movements Next evaluations Print the social contributions Advances 63 Leaves recapitulative Select leaves recapitulative and choose the type of leaves and the period Current leaves Financial cost of a leave Type of leaves Paid leave Month February Year 2015 to gt Month February Year 2015 Project subdivision Fl Grid function code Function code E NO DATA Country of contract select field aon CAPITAL SAINT GEORGES HILL Function Accounting code z M Financial cost of a leave Start date 0170272015 zi End date 28 02 2015 Type of leaves Paid leave Payroll Payroll rubric attached H NO DATA Ir Sort order Employee Accounting code Function C Fien Project subdivision Printing Close
32. to the previous month Only month with generated payslips are considered e Cumulation of the rubrics from the month selected to the previous month add the values of the selected rubric from the selected month field below the option frame to the previous month e Return only the previous month value E Code Description Retroactive rubric Heading to use in the printing of monthly summary of the payment Halt on settlement Options Cumulation of the rubrics from january to the previous month Cumulation of the rubrics from the month selected to the previous month Return only the previous month value February M Active Sorting number 62 Comments Cancel 38 THERE ARE some FIXED RUBRICS shared by all countries BUT the PARAMETERS of these FIXED RUBRICS will differ by country Example The Number of Theoretical Monthly Hours will be a FIXED RUBRIC This rubric that is the number of hours will be specific to each country 208 hours month 180 hours month or 250 hours month 39 SHARED FIXED RUBRICS Fixed rubrics Type of rubric Comments Basic salary Based on the salary scale Number of theoretical monthly hours Simple variable Parameters to be defined Hourly rate Calculation formula Basic salary number of theoretical monthly hours Number of theoretical work days Simple variable To complete at the Payroll calcuation level Number of day
33. CURITY OFFICE C DE LA PELA 26 08001 BARCELONA Phone 0034 833010001 0034 833010002 Email DELAPELA MxC COM Contacts SS MANAGER SS OFFICER Method of payment xl Cheque Frequency of the payment MEN xl Monthly Bank name RLABANK Account n 0000000122345968 005 5 50202050 ayoll Calculation PRTESTV3 PAYROLL TEST V35 Taxable salary rubric F2SALBASE NO DATA Comments SECU HAS TO BE PAID EVERYMONTH BY CHEQUE NO IN CASH Apply Cancel After you have to setup the tax office rubrics the payroll calculation 82 In a tax office rubric the tax office have to be selected Formula heading slip Code F32ASECU O Description F324 SECU FOR TAX OFFICE EMPLOYEE Base heading aiding in Character to display near calculation to be printed in the base heading the pay slip Formula IF SALBASE lt 100 0 SALBASE 5 100 L Test Visible Print if empty Display in the earnings column Display in the column employee contributions Display in the column employer contributions In settlement rubric Display in bold in the pay slip Display in italic in the pay slip Active 7 Rubric to use in the printing Monthly summary of the movements Calculation order 33 Print order 40 Tax Office SECU SOCIAL SECURUTY MSAGA interface Third party code Accounting code M Expense Receipt Rubric to be add to a rubric expense
34. File n ErEsTOO010 Date updated 10 11 2011 5 Who ADMIN 5 lt Employee slip D B Employee Card D B Identity Dependants Skil Events Contracts Leaves Advances Pay slips of event C Evaluations Disciplinary Measures Work accident and professional disease Career path Modify Delete 50 Training taken M Date Training done M Local training Institutional training Internal training gt Training session paid by the NGO M Apply Cancel For evaluation and disciplinary measures it is possible to generate and attach a file For this click on the small icon generate 5 Homere opens a RTF format template file which needs to be completed and saved itis saved automatically to a numbered folder unique to each person If you use the button this feature allows to attach every type of file doc pdf jpg Homere generates a folder for each staff in which evaluation and disciplinary measures are saved automatically You can also access this folder through the arrow button at the top right side of the identity slip It is also possible to enter the next evaluation click on evaluation gt new and put the date the name and function of the person to doing the evaluation and in the menu Evaluation done choose NO Then click on Apply If you created an evaluation you can create
35. Hopital MEMO GARBUR Gardien Bureau MEMO GARDOM Gardien Maison MEMO GARHOP Gardien H pital MEMO GARLOG Gardien Logistique MEMO HYGIST Hygi ne et sterilisation ISOLEM Isolement MI MEMO LABORA Laboratoire MEMO LOG Logistique MEMO MATERN Maternit MEMO OPD OPD Consultation Externe PEDREN Soins P diatriques Renforc s MEMO PEDTEN P diatrie MEMO New Modify Delete Import Click on New C Project subdivision Code Description 5 Comments Apply Cancel 21 Note It is possible to export import a project subdivision from one field to another by using the Import and Export button The Project subdivision field is located in 2 places in Homere o When entering a contract see File 4 of this manual Contract slip HAMID JABAIR Type of creation NEWCT 59 New contract Employer MOH x MINISTRY OF HEALTH Number Country Payroll calculation Contract type xl ae E Current contract o xl Yes Salary scale number 5 Seniority month prior to the current Start date 44 xl corte 0 End date 44 a Base salary Calculation Tos E Paid leaves earned EXT 25 Date of end of trial period 2 9 Paid leave balance Ns leave 77 Cma e 011416101 Activity rate 2 100 Function grid Currency co 9 East Caribbean Dollars Function Accounting code Level Project code 4101 ano Categor
36. ING THE STAFF DATABASE TO SEARCH AND CREATE AN EMPLOYEE IDENTITY DEPENDANTS SKILLS EVENTS CREATION OF CONTRACTS FOLLOW UP OF CONTRACTS TO ATTACH FILES EXCEL WORD TO A STAFF TO CHANGE THE MODELS OF DOCUMENTS 0 TO EXPORT STAFF FROM ONE PROJECT TO ANOTHER 4 1 TO SEARCH AND CREATE AN EMPLOYEE Menu gt Employee gt Find an employee To Find an employee already created you need only to fill in the search elements First name Last name required fields country occupation etc and click on Search CAUTION the checkbox Search in current contracts only is ticked by default to limit your search only to employees under current contract The same for the field as the search will be done by default on the Active field You may use several search criterion and even the advanced search You may also simply click on Search and the complete list of employees under current contract will appear You can then sort out the list by alphabetical order by clicking on the button on the heading of the column If you want to search the whole database you can delete the field code displayed by default in the field entry field in the other data section The search result will be displayed regarding every field code of your database 44 To Create an employee click on Create an employee Menu gt Employee gt Create an employee Another window will appear the identity
37. Niveau 5 Code projet MA114 Date d entr e 06 12 2006 Axe analytique TANGER Anciennet en mois 10 of a Charges Charges P signation Base Gains employ s patronales Nombre de jours travaill s dans le mois 26 00 Salaire de base r el Salaire brut imposable Aki trun ne An fale Anant Salaire de base 100 00 5 824 00 26 00 5 824 5 824 00 ann Printing the Bank transfer list This nominative list is a summary of the transfer payment to be done during the selected month amp Print Homere version number 41 MSF E Bank transfer summary d cembre 2014 Pages El Ig po tl Project code Al1011 CAPITAL SAINT GEORGES HILL 04 02 2015 16 44 43 Page 1 1 File n Last name Bank name Sort code Account n Amount el ETEST00010 JOSS JAN NU BANK 88765 0000012300034354 609 50 5i25 ETEST00011 HAMID JABAIR BANK OF SU 787868 00000000123400323 256 23 Close ETEST00024 BANKI 656576 0000000000000234838457 432 97 AAAAAAAAAAAAAAAAAA20AAAAAAAA10 76 5 6 TO DO A SETTLEMENT If one or more employees are dismissed or resign this last payment can be set up before generating the payslips In order to issue a Settlement go to the menu Employee gt Find an Employee gt choose the specific employee go to the Contracts tab click on Settlement choose the appropriate month A message will ask you to update the end of contract date indeed by c
38. UNCTION SCALE SCALE Level Seniority Position Level EMPLOYEE DATABASE Last name First name Position TAX OFFICE EMPLOYER 2 1 THE EMPLOYER This will always be the NGO name However when some staffs work as incentives it may also refer to the Ministry of Health To create an Employer go to Menu gt Tools gt Parameters gt tab Employers gt click on New The Code will designate the employer using an abbreviation The Description will spell out the employer The Employer Reference may be the employer s country registration number 28 5 Description M decins Sans Fronti res Switzerland Telephone 21651199865 000000000 Fax 27 Employer reference 9 2 Dther reference EE 10 2 2 THE SALARY SCALE The salary scale is created at the Parameters level To do this go to Menu gt Tools gt Parameters gt tab Salary scale Click on New n Salary scale Code 55 BUNIA Updated on Description Salary Grid for Bunia By Reference salary 110 East Caribbean Dollars Use the reference salary for the calculation Round salaries to the nearest unit without comma Active Seniority coefficients EE Linear calculation if not checked calculation by level Salary scale headings ER New Modify Delete Re calculate the scale Print
39. a Test Visible Print if empty Display in the earnings column Display in the column employee contributions Display in the column employer contributions settlement rubric Display in bold in the pay slip Display in italic in the pay slip IV Active Rubric to use in the printing Monthly summary of the movements Calculation order 1 Print order 71 Tax Office M SAGA interface Third party code Accounting code M Expense Receipt Rubric to be add to a rubric expense Rubric that can be cumulated Comments Apply Cancel gt When creating a Calculation Formula you must decide whether its result will be Visible on the payslip or not by ticking or not the relevant box And if visible is ticked then choose in which column the result of this formula will appear e The earnings column if it involves an add on compensation bonuses overtime etc e The employe contributions or employer contributions column if it involves a deduction Absence hours taxes advances etc If Visible is checked the rubric will be visible on the Payslip this involves rubrics like the gross salary salary advances annual bonus etc If Visible is not checked the rubric will not be visible on the Payslip This involves rubrics incorporated in a calculation and that makes it possible to reach a result but which are not relevant
40. ail You can choose to send all the fields by ticking off check the box if you want to send all the fields HOW TO RECEIVE Menu gt File gt Receipt gt Select the file in the directory after saving on another media or from an email WARNING Use the Sending Receiving from the Capital to the Fields in the following cases e The Field Administrator doesn t know how to do the payroll s he may perform a Send to the Capital Administrator so that the Capital Administrator will do the payroll But PLEASE NOTE The administrator must wait for the corrected version before resuming working on Hom re because Receive will erase the old file e The Capital Administrator wants to check and correct the payroll or the database s he may perform a Send to the Capital Administrator so that the Capital Administrator will do the corrections But PLEASE NOTE The administrator must wait for the corrected version before resuming working on Hom re because Receive will erase the old file 90 REMINDERS ABOUT SENDING RECEIPT AND BACK UP RESTORE e You should not use the Sending Receipt functions from the Capital to the Field because the reception will erase the previous files It is better to lay down the corrections to do e f the Capital or Headquarters need to modify some parameters it is STRONGLY advised to use the Export and Import features that are available for all the parameters Payroll Calcu
41. ailable only for closed months Homere includes a statistic module It is available in the menu Tools statistics Choose the current language double click on Fran ais or English and a list of queries is displayed 97 analyses statistiques aj x File Analysis Layers 4 computations Advanced Links Vars Results SQL 1 STAT Analysis description francais Name E english B Contracts ml Title Deceased xml Detachments xml eligible patties xml Description E emergencies xml E End of contract xml B Evaluations xml Events xml B expatriations xml hiring xml Bi Job category xml Table to be analysed EB Job description xml z E NB end of contract xml B staff by category xml B Staff by function with seniority xml EB staff by function xml B staff by sex xml E staff total by function xml E staff total xml B Staff without field xml EB tofollow xml trainings xml B Warings xml Work accident xml Overall condition New Modify an Close iflip marrer 21 9 cecie AUJALEU Courrier amp Homere Guide 7 jan2007 homere EBAY NZ 15 Select a query and run it with the run button or double click Main queries short description Work accident return the number of work accident between two dates To follow return the number of staff to follow by field Disciplinary measures return the number of d
42. ate a variable Total unexcused absences number of unexcused days x daily rate Calculation formula Annual bonus Simple variable To complete at the Payslip level Annual bonus Calculation formula You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Number of sick leave days Simple variable Number of months of sick leave Number of sick leave days number of theoretical work days Calculation formula Total sick leave IF number of sick leave months lt 4 0 IF number of sick leave months gt 4 and lt 8 number of sick leave days x daily rate x 75 IF number of months of sick leave gt 8 and lt 12 number of sick leave days x daily rate x 50 IF number of months of sick leave gt 12 number of sick leave days x daily rate x 100 Calculation formula Information can also be entered in the Leaves tab of each employee It will be taken into account if you use the pre parametrized variable CONGE the formula as number of sick leave day In this case no need to create a variable Gross salary Number of theoretical work days or number of days worked x daily rate weekly overtime total Sunday and Calculation formula Add or subtract other totals according to country 41 Fixed rubrics Type of rubric Comments holiday overtime total total unex
43. ation To transfer Homere to a non internet connected PC you may either use a CD or save it on a USB key EpiConcept advises to follow the default install process That is to say without any changes on the installation paths Defaults install process e Double click on the Homereinstall exe file e Follow the steps by clicking the next button until finish button without changing anything keep the default paths e Restart the computer then the process is finished e The install process is finished A Shortcut is available on the desktop You must double click the desktop Homere icon to launch the software The default logins and Passwords are as follows Login level C ADMIN Login level D TERRAIN Password level C ADMIN Password level D TERRAIN The last installation step is receiving the general parameters file of your organization Menu File receipt provided by the head quarter At the end of the process you must log in again using the new login password defined by your organization 1 2 CREATING ONE OR MORE FIELDS This involves creating the database for each Project including for the Coordination The Capital Administrator or the HR Manager is responsible for creating the Capital and the codes for the different Fields to ensure that Homere s codes are the same as your accountancy software Each Field will then be responsible for managing its staff that is for entering employees in Homere and setting up payslips
44. cription English description Spanish description Active V Apply Cancel Note Since version 4 labels are manage in several languages French English Spanish You may enter the descriptions for the 3 languages or only the current language description only the current language description is compulsory Note If you need more information please read the FILE 02 HOMERE V4 3 languages function grid file When you modify an already entered function only the current language label is available To import a function scale same as in version 3 Use the new button and Import A fonction csv kind file may be imported 17 Code FG UGANDA Description Function Grid for Uganda Active M DISTRIBUTOR 11011 DATA COLLECTOR 411011 NUTRITION ASSISTANT 1011 STERILIZATOR 11011 DRIVER Al1011 SECRETARY 11011 HEALTH EDUCATOR 11011 NURSE 11011 SOCIAL WORKER 1011 ADMINISTRATION ASSISTANT 11011 LOG BASE 1011 CLINICAL OFFICER 411011 LIAISON OFFICER 11011 PSYCOLOGIST 11011 LOG CO ASSIST 11011 SURGEON 11011 ACCOUNTANCY MANAGER 1011 LAB MANAGER 1011 Modify Delete i Cancel d 9 y 9 9 9 y 9 9 9 9 y 18 Each NGO mission will normally have to pay contributions to different social organism In a general way the NGO will have to subscribe Employee Social Charges and Employer Social Charges Most often the income tax w
45. cused absences sick leave total annual bonus total Various taxable deductions Simple variable To fill in at the Payslip level Various taxable deductions Calculation formula You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Various taxable additions Simple variable To fill in at the Payslip level Total various taxable additions Calculation formula You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Severance payment Simple variable To fill in at the Payslip level Total severance payment Calculation formula You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Days of notice Simple variable To fill in at the Payslip level Total layoff notice pay Calculation formula You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Balance of leave not taken Simple variable To fill in at the Payslip level Total balance of leave not taken Calculation formula You must create this as a Simple Variable and Calculation Formula if you want this rubric to be visible on the Payslip Prorated annual bonus Simple variable To fill in at the Payslip level Total prorated annual bonus
46. e 2 08 days of paid leave are earned per full month of work The Holiday s update the date on which leave must be re initialized this also involves the country s effective date which must be updated every year If there are no regulations addressing this issue paid leaves should be based on the calendar year that is from January 1 to December 31 so the date should be 12 2007 For example in France paid leaves are reset every June 1st This means that paid leave not taken from the prior year is canceled and the employee begins earning paid leave again starting from zero as of the new year NB leave will not automatically be reset to zero on the re initialisation date but an alert message will appear PIN1 PIN2 PIN3 PIN4 PIN5 These variables are used in the staff identity file Here is the place to setup the label to be displayed in the identity screen instead of PINxx For example it is possible to display Social Security number 2 instead of PIN1 These variables can be exported through export csv module Number of months between two evaluations this is the required period in months between two evaluations in order to scheduled annual evaluations The selection and modification features for the Fields are available in the Menu gt File gt Select a field If you managed several fields this feature allows you to choose the field you want to work gt Modify a field this feature allows you to
47. e of death Address RUE DE LA MAISON 34 BISSAU Country GW E GUINEA BISSAU Validate Cancel You have to use the button to access the list of attached doc file then you can select the one you want to open 56 e How to attach a file for an entry field You can attach files to some specific entry field like for example the contract file or the Job description file entry fields in the contract screen F Contract slip BARAID DUNYA Type of creation VENA Amendment Employer MsFE MEDICOS SIN FRONTERAS 0 Number 0002 Country AL ALBANIA Payroll are Contract type CDI Open ended contract y arion PRTESTV3 PAYROLL TEST 35 Current contract o xl Yes Salary scale Mer 85 5 01 at SALARY SCALE TESTOT JUNE Seniority in month prior to the current Start date 15 12 2011 8 ed la End date 44 a Base salary 612 Calculation Trial period Paid leaves earned Lis RE 25 Date of end of trial period 77 8 Paid leave balance 15 Paid leave 14 12 2011 balance date Contract file ContractFileT emplate D a amp 0 Function grid JFGTESTO xl FUNCTION GRID TESTO urrency XCD East Caribbean Dollars Function ASADM 59 ADMINISTRATION ASSIS Lr jei 60220 SALARY EXPENSES ADMINIS Level Project code ano1 Anon Category ADM Administration Project subdivision Job ranking NCA General staff Job description p Yes End of contract 000 Job description f
48. er In this case the exchange rate in the salary schedule needs to be configured as a rubric that is modifiable at the payslip level and you need to ensure that the SALARY_CURRENCY formula equates to SALBASE EXCHANGE_RATE You can then enter the exchange rate on each payslip to reflect the relevant currency If you prefer you can also create two separate salary schedules and in this case the exchange rate can be kept as a general modifiable variable 80 5 8 CLOSING OFF THE PAY This feature enables the monthly pay to be closed off Once the month has been closed the pay slips cannot be changed neither the leave monitoring for this month This feature is compulsory to print the social contributions and to use the Saga interface Menu Payroll gt Monthly Closing Start Choose the month and click on Start button Warning It is advised to do a BACKUP before using this feature 81 5 9 TO CALCULATE AND PRINT THE SOCIAL CONTRIBUTIONS You can print with Homere the listing of the social contributions to give to the different tax offices Before using this feature you have to complete some parameters Menu Tools gt Parameters gt Tax Offices First in the parameter of the tax office select the payroll and the rubric that serves of base to calculate the amount to give to the tax office Tax Office sheet Code s ECU Description SOCIAL SECURUTY Reference Address SOCIAL SE
49. ery day and even after each entry To do that go to Menu gt Files gt Backup All the data and all the parameters are saved in a 7Z file in the directory you have chosen Don t save all the backup in the default folder It is advised to save the backups on an external hard drive disk not on the computer on which Homere is setup or on an USB key or on a local server if your computer is linked to a local network You will also be proposed to do a back up any time you close Homere In case of problem it is advised to send a Backup to the Headquarters Should your data be lost or a backup transmitted you may use the Restore function to restore the data To do that go to Menu gt Files gt Restore p gt 2 CAREFULL WARNING The RESTORE process will delete ALL the old files If the Capital or Headquarters needs to modify parameters it is STRONGLY advised to use the Export and Import functions that are available for all the parameters Payroll Calculation Salary Scale Function Scale and currency subdivision Backup and Restore process is a concern for ALL FIELDS 88 It is strongly advised to do a backup in the following case After large data entry Before each importing exporting data After the advance and payslip variable entry Before generate the payslips Before the monthly closing Before a parameter modification Payroll Sala
50. ff without contract Staff on trial period Settlement Administration Coordination Guards Logistics Medical Pages Paramedical E 89 pnl ed Domestic staff Page Salary datas 51 Net payer 1 074 000 00 Highest salary of the month 182 000 00 al Lowest salary of the month 76 000 00 Medium salary of the month 107 400 00 Administrative life of the mission New hiring Close Other Temporary contract ifllb marrer 9 9 Dcecie courier S Homere Guide 7 jan2007 H homere imago 13 36 The monthly summary of the movements can be launched whatever the moment of the year PRINTING THE NEXT EVALUATIONS LIST You can print the planning of the next evaluations to be done Start date m 20222015 3l End date 287027201 5 ig Country of contract M Select a field anon M CAPITAL SAINT GEORGES HILL Sort by date Country of the contract Print Cancel 95 PRINTING THE LIST OF ADVANCES ON SALARIES This statement is an attendance list of the employee that have received an advance on salary during the selected month Note This list may be used to check the advances on salaries before generated the payslips Indeed the entry of salary advances is not available on a period when a payslip already exists Select month Month Year 2015 Selecting the mode of payment entered in the identity form Project s
51. fter referred to as the employee The following has been agreed P loro a ee 39 4 10 TO IMPORT EXPORT A STAFF This feature has been totally upgrade in the version 4 A specific help file is available Note In version 4 and above the exported staffs are not remove of the database The history is kept and can be edited but it is not possible to update the data The file is frozen 60 FILE 5 SETTING UP PAYSLIPS 5 1 THE FOLLOW UP OF LEAVES 5 2 THE FOLLOW UP OF ADVANCES 5 3 GENERATING THE MONTH S SLIPS 5 4 ENTRY OF PAYMENT INFORMATION 5 5 PRINTING THE MONTH S SLIPS 5 6 TODOA SETTLEMENT 5 7 SETTING UP TE PAY IN TWO DIFFERENT CURRENCIES 5 8 CLOSING OFF THE PAY 5 9 TO CALCULATE AND PRINT THE SOCIAL CONTRIBUTION 5 10 TO PRINT THE PAYSLIP WITH TRANSLATED HEADINGS The payslip process involves 6 steps at least Follow up of leaves Follow up of advances Generating the month s payslips Updating the payslip that require specific information number of overtime hours number of absences etc Printing the month s payslips e Closing the month e Extra step Generating the Saga file 61 5 1 THE FOLLOW UP OF THE LEAVES The follow up of the leaves is done in the identity slip of the employee n Identity slip Field Al1011 Last name BARAID First name DUNYA File n 5 00007 Date updated 10 11 2011 El Who ADMIN Employee slip Employees li
52. gh the month s variables number of overtime hours number of hours worked number of unexcused absences etc This is done after the payslip creation process You can enter these data the one by one way or the bulk way After the monthly closing the variable list can be displayed but it cannot be updated The bulk way Menu gt Payroll gt Entry of Payment information gt Select the month 68 EN Select month Month December E Year Selecting the mode of payment entered in the identity form Project subdivision Function grid code Function code NO DATA xCD M East Caribbean Dollars r Function Currency E Order of sorting Method of payment Accounting code Project subdivision C Fien C Last name OK Cancel process be done using categories like Method of payment or Project subdivision or Function or currency to create some groups to be entered This is relevant when the number of employees is too big to be treated in one time There is also a sorting order by Method of payment Project subdivision Last name or by Accounting code Then you have to enter the variable list To do that you have to use the Variables list button in order to access the list of all the variables 69 Month of ra DUNYA PETER RIA JAB JAN AAAAAAAAAAA
53. grid through a GF FUNCTION GRID 7Z kind file 15 gt How to create a function grid You can create manually your own function grid using the button Salary scale Function scale Employers Projects Project subdivision Tax Office Accounting codes Financing contracts Analytical axis SAGA Field number FGTESTON FUNCTION GRID 5 01 Modify Delete Import Active Enter a code and a label Then use the New button for each new function you want to create Code Fa NaO Description NGO Function grid Active V Field number a Modify Delete Import Export Print Apply Cancel 16 Note an Active check box is available to deactivate a function grid when becoming deprecated Enter the required information For each function it is the place where you have to entered the level that is linked with the salary grid and that will be used to calculate the base salary for every staff The function code is defined by the user The reference code of function is managed as an option not compulsory see Menu Tools Options Posting tab This entry field is linked to the FUNDEF dictionary which is defined by the head quarter for every field This reference code is a standard identification code headquarter level while the function code may be define at the field level r Category M Code Reference code of function m Level French des
54. ile J Dtemplate rtf D E End of contract reason Comments E 1ST CONTRACT Settlement N xl No Starting date for calculation of severance payment A El Workplace BASE Apply Cancel Use the generate DT button to use a RTF file template It will be save automatically in the employee folder Use the attach a file button to attach a file whatever its extension type doc xls xlsx pdf jpg 57 4 9 CUSTOMIZING THE MODELS Some template may be used to generate automatically some documents which are going to be linked to the Homere data through specific mailing variables automatic mailing The templates that can be used with Homere are RTF files which includes the mailing variable surrounded by tags lt gt The mailing variable will be filled automatically with Homere data during the generation of the file Warning it is advised to avoid logos and arrays in the templates because there are not compliant with RTF format When you are on a contract screen the F1 key or the menu help Manuels allows you to open the list of available mailing variable that can be used in RTF template You just have to use the mailing variables in a RTF file surrounded by lt and gt Be careful of the syntax in the bellow example to generate a file with the employee name you must use nom in the body of the template List of variables available in the rtf template Staff table c
55. ill also be taken from the salary To deal with the Social charges a printing by Tax offices is avalaible in Homere This printing will show the following informations e First name Last name Social Security number Relevant Taxable Salary Amount Social charges to be paid by the employee or the employer Total to be paid to the selected tax office To create a tax office Menu gt Tools gt Parameters gt Tab Tax office r Parameters Salary scale Function scale Employers Projects Project subdivision Tax Office Accounting codes Financing contracts Analytical axis SAGA Code Description Address Contacts 2 PAYE PAY 5 YOU EARN PAYE OFFICEC DE LA PAYE N 26 08 MEMO SECU SOCIAL SECURITY SOCIAL SECURITY OFFICEC DE LA PE n Modify Delete Import Export Click on New to create each tax offices and fill in the fields 19 Description PAY 45 YOU EARN Reference REFERENCE PAYE Address PAYE OFFICE C DE LA PAYE N 26 08001 BARCELONA Phone 00332345987 Fax 00332333887 Email PAYEOFFICEGNMJ COM Contacts PAYE MANAGER MUNDUNGUI Method of payment VIR M Transfer Frequency of the payment m xl Quarterly Bank name BANK DE LA PaYE Account n 2345458599 02059425 00202020202 Payroll Calculation PRIESTV3 xl PAYROLL TEST V3 5 Taxable salary rubric JF2SALBASE x F2 GIVES SALBASE Comme
56. ion events It is important to complete all Fields Fields in bold are compulsory e Type of Creation there will be a choice between three contract types NEWCT for new contracts o PROL for renewed contracts o for amendment e The Number which provides information on the contract number 22 The Contract type Open ended or Fixed Term Contract Incentives Contract of replacement Current contract only one contract can be the current contract The contract Start Date that may not the same as the contract entry date The End Date if it concerns a Fixed Term Contract Trial period The probation period Trial period end date ending date of this probation period The Contract file may also be attached One or more models will be suggested You have the possibility to add new fields in the documents click on F1 to see the list see File 4 8 The Function grid used in this contract The Function which will be directly linked to the salary scale The Level and Category are automatically completed when the function is entered The Job ranking it aims at identifying for example Coordination managers Field managers and General staff End of contract the reason of the end of contract to be chosen in an item list disciplinary dismissal normal end of contract retirement The End of Contract reason this is an edit entry field design for extra information regarding the end of contract Settle
57. is SAGA Projet Sant Urbaine de Garoua Urgence Chol ra Grand Nord 10 HIV Prevention Program in Cam Projet Chol ra 2011 dt Centre Pr vention VIH Mairie Paris Projet IRD KAELE Urgences inondations Nord EN Projet Mairies Eau et Sant Mobilisation com SIDA via ARC Projet ResoFemmes REsaFE Nord Projet SAN CAM BM MINEE Urgences R fugi s EST CAMEROUN CHAMP USAID Continuum of Prevention HIV AIDS Projet CHEQUE SANTE Projet FEI 5 CC Gestion Gen et encadrement CC Personnel d appui Centre co ts des installations Autres charges Fone Mission CC Suivi Evaluation Salary scale Function scale Employers Projects Project subdivision Tax Office Accounting codes Financing contracts Analytical axis SAGA Libell Projet Sant Urbaine de Garoua Urgence Chol ra Grand Nord 10 HIV Prevention Program in Cam Projet Chol ra 2011 dt Centre Pr vention VIH Mairie Paris Projet IRD KAELE Urgences inondations Nord EN Projet Mairies Eau et Sant Mobilisation com SIDA via ARC Projet ResoFemmes REsaFE Nord Projet SAN CAM BM MINEE Urgences R fugi s EST CAMEROUN CHAMP USAID Continuum of Prevention HIV AIDS Projet CHEQUE SANTE Projet FEI 5 CC Gestion Gen et encadrement CC Personnel d appui Centre co ts des installations CC Autres charges Fonc Mission CMR923 CC Suivi Evaluation New 26 Note Until Saga 4 11 36 it is possible to export directly from the project list doing a right c
58. isciplinary measures by field Dependants return a nominative list of staff with the number of dependants by field Contracts return the number of contracts by field Deceased return the number of deceased by reason Detachments return the number of detachment by field Staff by function with seniority for one field return a nominative list of staff with their seniority Staff by function for the active field return the number of staff by function Staff by sex return the number of staff by sex and by field Staff total by function return the number of staff by function and by field 98 Staff total return the total number of staff by project Job description return the number of staff by field and by job description This module can be used to design your own queries To do that you need to have a precise description of the database This description is available in the menu tools For each table you have the description of the variables name type description These variables can be used in the statistics module 99
59. l B S GW nn cns Bm Ero De uw WBooc Sen usd S MEARUM 1624 WARNING You must not generate again the pay slips after this step Otherwise your modifications will be lost If you generate the slips again by mistake you will have to redo the modifications for all the employees 12 5 5 PRINTING THE MONTH S PAYSLIPS Once the modifications have been made the payslips for the current month can be printed To print the pay slips Menu gt Payroll gt Print payslips gt select the month and select the different options if needed Select month Date of payment 28 02 2015 5 Selecting the mode of payment entered in the identity form Project subdivision Function grid code Function code 0 Function Currency xCD East Caribbean Dollars Printing types One pay slip on one page C Paysheet Pay slip with translated headings C Two pay slips on one page Monthly summary C Bank Transfer Order of sorting LL n Method of payment Accounting code Project subdivision C File n C Last name OK Cancel Payslips printing be done separately by Method of payment by Project subdivision by Function or by currency when the number of employees is too important to be treated in one time The date of payment is printed at the bottom of the payslip but it is not a val
60. lation Salary Scale Function Scale and currency subdivision The Capital must use the Sending function to send the files and the data to the Headquarters e The Capital must send a Back up to the Headquarters when there are problems with Homere to be solved bugs or modifications e By default sending is only for one FIELD e Backup and Recovery is always for ALL FIELDS 91 FILE 7 PRINTINGS AND EXPORT 7 1 PRINTINGS 7 2 CSV EXPORT 7 3 SAGA EXPORT STATISTICS EMPLOYEE LIST Menu gt Printings gt gt Employees list gt The field code can be deleted in order to display the employee list for all fields The options allow you to select type of employee regarding the items of the job ranking dictionary Note Contracts for which the base salary is outside the scale is a very practical means to access the lists of file that are not managed through a salary grid F Select a field 811011 CAPITAL SAINT GEORGES HILL Country contract Type of person All C Managers Identified for emergencies C To follow Work accident death Dependants Candidate for detachment Options Only current contract Contracts for which the base salary is outside the scale r Sort order Entry date C Function C Last name Project subdivision C Accounting code C Country contract C File n 92 PRINTINGS OF THE EVENTS I
61. lick on the saga project list advise only select active project The generated project file can be imported in Homere This process allows to have exact same list in Saga and Homere To summarize it is advised to enter manually projects in Saga and export the list to Homere to avoid any inconsistency 2 9 IMPORT EXPORT OF PARAMETERS You do not have to recreate all the parameters for all the fields You can export them in a 7zip file and import them on the field This can be done for the salary scale function scale payroll calculation accounting codes currency subdivision but also for the employees Note Importing and exporting parameters salary grid function scale employer payroll calculation do not remove them from one field to replace them into another one It corresponds to a Copy paste action 27 FILE 3 SETTING PAYROLL CALCULATION PARAMETERS 3 1 SETTING PAYROLL CALCULATION PARAMETERS 3 2 EXAMPLES The Payroll Calculation is the Homere internal process which enables the payslips calculation It includes all the information required to calculate the payslips net to pay employee and employer social welfare contributions 28 3 1 SETTING PAYROLL CALCULATION PARAMETERS Doing the setup of a payroll calculation assumes a good knowledge and to be familiar with the country s laws and its payslips specificities The Payroll calculation will necessarily differ from one cou
62. licking on the Settlement button Homere ends automatically the contract to the last day of the month You will then eventually have to correct this date and put the good one r entity sip Field 1011 Last name BARAID First name DUNYA File n 00007 Date updated 10 11 2011 E Who ADMIN 3l cus D amp mi Employee Card EmployeeCardT emplate rtf Identity Dependants Skill Events Contracts Leaves Advances Pay slips Delt Alon Month End of contract x OK Cancel New Mod Validate Cancel L You must then go on pay slip to access the settlement slip and use the See the variables list button 77 Field Al1011 Last name BARAID First name DUNYA File n 5 00007 Date updated 107112011 zl Who ADMIN Employee slip EmployeeSlipT emplate rtf D amp C 201412 649 46 01 12 2014 31 12 2014 1011 201205 612 01 05 2012 31 05 2012 Al1011 201204 612 01 04 2012 30 04 2012 411011 201203 612 01 03 2012 31 03 2012 411011 201202 612 01 02 2012 23 02 2012 11011 201112 612 15 12 2011 31 12 2011 011 201112 41174 01 12 2001 31 12 2011 011 201107 00 01 07 2011 31 07 2011 1011 201106 585 763411 01 05 2011 30 06 2011 011 201105 576 87655 01 05 2011 31 05 2011 1011 201104 380 01 04 2011 30 04 2011 Al1011 201102 600 01 02 2011 28 02 2011 411011
63. ment Yes or No The Starting date for calculation of severance payment could be used in the payroll calculation through the special variable STARTDATE in order to calculate an amount to be paid in the settlement slip Workplace is the place where the employee is working The Employer this entry field is linked to the employer list The country where the contract has been signed The Payroll Calculation number the payroll calculation code to be use for generating payslips The Salary Scale number which was entered in Homere and applies to the employee there may be several salary scales Seniority in month prior to the current contract Homere automatically calculates seniority IN MONTHS from the start date of the current contract until the beginning of the payslip month If the employee has a seniority prior to the current contract start date it has to be entered in the Seniority prior to the current contract entry field Homere seniority is calculated regarding seniority prior to the current contract the seniority from the start date of the current contract until the beginning of the payslip month NB THIS SENIORITY WILL ONLY BE DISPLAYED IN THE TOP RIGHT HAND PART OF THE PAYSLIP AND WILL MAINLY ENABLE THE CALCULATION OF THE BASIC SALARY The Base salary if the function is entered using the Calculation button will automatically display the basic salary However it is possible to enter it manually if the basic salary is not
64. mments to be used to enter all useful information SUMMARY OF MAIN POINTS TO CHECK WHEN A CHANGE OF CONTRACT OCCURS It is not possible to create a new contract if the employee already has a current contract You must therefore close the current contract before creating a contract When a contract amendment is created the current contract is automatically closed and replaced by the amended version When an amended contract is created or a contract is renewed the data from the previous contract are copied in the contract entry fields This data may need to be updated and in particular o Seniority in months prior to the contract this will need to be updated manually each time a contract is changed and eventually use the calculation button to update basic salary before the creation of a payslip the basic salary is automatically updated o Balance of leave not taken date this needs to be updated manually each time a contract is created Paid leave balance date enter the start date of the contract A warning message will be displayed each time you create a contract to remind you to update theses 2 entry fields 54 4 7 FOLLOW UP OF CONTRACTS AND PROBATION PERIOD In order to follow the contracts ending and trial period ending you can use the function Printings current contracts printing and contract ending the month of or trial period finishing month of and choose the month you want
65. n be updated and adjust for each employee individually Examples of variables modifiable at the Payslip level thus individually by employee can be different for all employees and from one month to another e number of overtime hours done by the employee e non taxable deduction catch up increase IH variable slip heading E 151 xl Code NB_OVER_HOURS Description Number of week Overtime Hours Default 28 Modifiable General payroll calculation JV Pay slip settlement rubric Value to be recopied over the next month Rubric to use in the printing Monthly summary of the movements v Active Order number Comments Apply Cancel The other options linked to variables Checking Active enables the rubric calculation If at some point this rubric is no more used Active may be unchecked For example the thirteen s month would be activate only for December payslip calculation gt Checking In settlement rubric option enables the displaying of the rubric only in case of settlement The In Settlement Rubric checkbox the settlement generally includes four rubrics which will always be a keyable simple variable because they will be given by the administrator and included into a calculation formula o End of contract allowance notice of termination allowance Paid leave not taken 13 month prorate allowance 31 gt The Default Rubric field is
66. ntil the result rubric If this is not the case use the arrows to move them properly The total overtime hours must thus be preceded by the rubrics that allow them to be calculated hours rates and the calculation of hourly overtime rates L The up and down arrows has to be used to move the rubrics regarding the calculation order The icon located under the arrows showing three little figures displays the linked rubrics with the selected one It is very helpful to remember which rubrics depend on another rubric L You can recalculate the print order automatically by doing a right click when you are on your payroll calculation screen the print order may be different as the calculation order 37 4 FOURTH RUBRIC The retroactive formula It is used to calculate the total amount of monthly existing rubric formula or variable For example the total amount of a tax office contribution will be calculated with a retroactive formula using the monthly tax office amount as retroactive rubric You could see the result of this retroactive formula in the monthly salary of the movements by ticking the corresponding box Halt on settlement checkbox enables to stop the calculation when a settlement slip is encountered calculation only on the current contract Three options are available e Cumulation of the rubrics from January to the previous month add the values of the selected rubric from the month of January
67. ntry to another because the salary calculation RUBRICS will differ by country BUT THE METHODOLOGY WILL BE THE SAME Only levels A B and C can create a Payroll calculation To do so go to Menu gt Payroll gt Payroll Calculation Then Click on New Define the Code note PP for Payroll calculation the code or name of the country or the field and define the Description NB 1 You can define the Pre defined rubrics to be parametered when you will have established your payroll calculation This allows you to use correctly the printing Monthly Summary in the Printing payslips menu NB 2 Right click to export import rubrics from one payroll to one another A payroll is opened with three rubrics created automatically Exchange rate Basic Salary calculated according to the contract currency the change rate chosen Net to pay The formulas of these rubrics can be modified Qe F C Definition of a payroll calculation ioj xj payroll calculation Code Updated on Description By Pre defined rubric to parametrize Headings 1 TAUX_CHANGE Exchange rate VARIAB 2 SALAIRE DEVISE Salary calculated according to the contract SALBASE TAUX CHANGE FORMUL 3 PAYER Net to pay SALAIRE_DEVISE FORMUL New Modify Delete Print Apply Cancel 29 THE RUBRICS Four types of rubrics 1015 Please choose a heading type C Keyable simple variable
68. nts PAYE TO BE PAID QUATERLY BY TRANSFER Apply Cancel Note the Taxable salary rubric allows to select the rubric to be displayed in the taxable wages column in the standards tax office report in the menu Printings Print the social contributions 2 5 PROJECT SUBDIVISION The Project subdivision use is not compulsory These subdivisions can be created when several programs exist in a same Field Otherwise you can use this function to make subdivisions by groups of employees to do the Payslips setting up or printing when the Staff number is too important to be treated in one time useful to do enter the variables for the payments and some printings advances payslips Programs Examples on one field e Tuberculosis e Malnutrition e Pediatric ward 20 For these different programs it will be possible to modify and to print separately the Payslips and advances The Project subdivision is used for these functions Modify and Print the Payslips and advances To create the Underprojects Menu gt Tools gt Parameters gt Tab Project subdivision _ O x Salary scale Function scale Employers Project subdivision Tax Office Accounting codes ADMIN Adminstration MEMO AGENTM Agent de Maintenance MEMO ANESTH Anesth sie MEMO BLOCOP Bloc Operatoire CHIRUR Chirurgie MEMO CUIHOP Cuisine
69. ode staff prenom pays libpaysadresse Country description example France statutfamilial libsfamiliale Commentaire sexe libsexe Sexe Label example M for Male lieunaissance enfants num soc decede date maj Last update date of the employee file diplome annee_diplome civilite Code used in the dictionary for salutation example Mrs Mr Salutation description example Mister Madam tel nrive 58 Example of RTF template EMPLOYMENT CONTRACT FOR A FIXED PERIOD Being between ONG an international humanitarian Mission a eee country and project place Represented by UT ES hereafter referred to as the employer d Mr Mrs Miss nom prenom Residing at adresse Born on the lt datenaissance gt in lt lieunaissance gt lt pays gt Nationality lt nation gt CU Identity card n hereafter referred to a as the employee The following has been agreed mie T Screen copy of the generated file using the above RTF template EMPLOYMENT CONTRACT FOR A FIXED PERIOD Being between ONG an international non profit humanitarian Mission TTE Pm country and project place Represented by hereafter referred toas the employer and Mr Mrs Miss BARAID DUNYA Residing at RUE DE LA MAISON 34 BISSAU Born on the 01 03 1979 in BISSAU GW Nationality GM Ideni CRUE anne pen annem eee herea
70. omma IV Active Updated on 03 02 2015 By Master Seniority coefficients Linear calculation if not checked calculation by level 1 105 1 Salary scale headings 1 1 105 2 1 09 3 CMDEL1 CMDEL1 CMDEL1 110 115 120 110 115 120 1155 120 75 126 110 121 115 126 5 120 132 110 115 120 110 115 120 110 115 120 110 115 120 4 110 115 120 New Modify Delete Print Apply Cancel 13 gt For every staffs with current contract Homere will return the basic salary that corresponds to the seniority of the current contract gt Rounding salaries gt Round checkbox allows to round to the nearest integer value Active gt You can unselect this checkbox to remove the salary scale from the item list of the entry screen 14 It is possible to create a function scale or to import a standard one which already exists In Tools gt Parameters gt tab Function scale gt How to import a function grid You have to use the Import button available at the bottom of the function grid list Salary scale Function scale Employers Projects Project subdivision Tax Office Accounting codes Financing contracts Analptical axis SAGA Field number FUNCTION GRID 5 01 New Modify Delete re Export Active This is a new function of the version 4 that allows to import a function
71. onthly Bank name Account n ast name First name Taxable wages Employee Employer contributions contributions GONGO MOTTO WALONI Val ra 375 000 00 0 00 7 500 00 MOUSTAPHA Aladji Aroun 239 583 00 0 00 4 791 66 Pages DAMBARO Tatiana 137 500 00 0 00 2 750 00 BANGUE Joachim 162 500 00 0 00 250 00 El tal cei cel NDONARET thomas 162 500 00 0 00 3 250 00 Page AMADI Jean Pierre 156 250 00 0 00 125 00 Si LAGOUADE Alain 162 500 00 0 00 3 250 00 E ALIZAMO Constant 81 250 00 0 00 1 625 00 mi E MAGBA YAKPA Patricia 170 000 00 0 00 3 400 00 TEDJIMTA Anselme 281 250 00 0 00 5 625 00 KONDOI Vincent 281 250 00 0 00 5 625 00 MBERET Fabrice 249 166 00 0 00 4 983 32 MBINGUILAKPA Jean 162 500 00 0 00 3 250 00 SILINGHIA Huques 236 250 00 0 00 4 725 00 Close KOMARIA NGBOKOLI Claude 156 250 00 0 00 3 125 00 GONDA Antoine 239 583 00 0 00 4 791 66 m if b marrer 20 4 Dcecile aUIALEU Courrier amp Homere Guide 7 janz007 H homere dm E 5 84 Excel export option This allows to export tax data in a CSV file which can be opened with excel Then this option is selected a Setting button is displayed to access the export setup The exported file contains 51 variable maximum These variables are chosen by the user during the setting step The export data could be group in 4 categories The payroll rubrics 20 maximum The staff data 15 variables max The contract data 15 variables max The dependant number
72. pT emplate rtf D B Identity Dependants Skill Events Contracts Leaves Type of leave All Sick leave Unexcused absence Compassionate leave Other Leaves Paid leave Matemity leave Leave without pay Work accident Type of leave Paid leave 16 11 2011 21 11 2011 5 Paid leave 11 11 2011 11 11 2011 Paid leave 03 11 2011 08 11 2011 Paid leave 17 06 2011 24 06 2011 Compassionate leave 13 06 2011 16 06 2011 Sick leave 02 06 2011 12 06 2011 Paid leave 24 05 2011 31 05 2011 Work accident 21 05 2011 23 05 2011 Compassionate leave 15 05 2011 20 05 2011 Sick leave 10 05 2011 15 05 2011 Unpaid leave 08 05 2011 09 05 2011 Unexcused absence 06 05 2011 07 05 2011 New Modify Delete Print 5 se sem Ds on Cc Co It is necessary to complete the leaves in the current month in order to include them in the paid leave balance of the payslip Once the month is closed it won t be possible anymore to update or enter leaves To enter leaves you must first select the type of leaves paid leave sick leave maternity leave Then use the new button and fill the entry fields i MN Number of days taken Period start and date must be included i h in a given month Start date as End date i iil Comments Apply Cancel 62 The entry must be done within the same month If someone takes leaves between two months you will have
73. r modify the profile of another level C user may not remove a level C even if it his her own A level D E user has limited access to Hom re may modify his her own level D profile may not delete a profile D Not available features Level D or E Create a Field Modify a Field Delete an Employee Delete a leave a dependent or an event Read create and modify an evaluation Read create and modify Disciplinary measures Issued Read and modify the end of contract field Read and modify the comments field Create modify and delete a Payroll Calculation Create Modify and delete a Payment calculation rubric Dictionaries Statistics Create Modify and delete a Salary Scale Create Modify and delete a function scale Delete an Employer Attach or see a file in the employee slip Read the staff attached documents a PS gt For modifications that cannot be made in the Field contact Headquarters and send a backup 1 4 RELEASES NOTES The releases notes inform users on which modifications have been done It looks like a list sort by release and group by the following categories e Corrections bugs corrections that have been notified in a former version e Changing modification of the existing functionalities e News new functionalities To have a look to this list go to Menu gt Help gt Release notes
74. ribbean Dollars Amount to subdivide 8 Subdivide Subdivisions 3 3 2 1 4 0 2 3 1 Modify Delete Import Export Close n Field Al1011 Last name HAMID First name JABAR File n 00117 Date updated 1s Employee slip E mployeeSlipT emplate rtf D l Identity Dependents Skil Events Contracts Leaves Pay sips Civil status MR j Mr Birth date 28 0971 975 15 Birth place DAKKA Nationality po BANGLADESH Sex 9 Male Marital status Ma MARRIED Staff representative NC x No Social security number 2332989835857 Entry date or 06 2010 35 BAANEW 00000000000 DD PINDD BB PINBB EE PINEE 0000200 00 Address Phone numbers Bank information Identification Comments In case of death Method of payment ESP Cash Bank name Account number N IBAN N BIC Sort code Comments Validate Cancel 25 2 8 THE PROJECTS The point here is to create the project list that is currently lied to the activity This list is not compulsory it is used in the working contract to define the financing contract and the analytical axis Menu gt Tools gt Parameters gt projets tab Project creation Parameters Salary scale Function scale Employers Projects Project subdivision Tax Office Accounting codes Financing contracts Analytical ax
75. rity n 56346098 Accounting code 6230 Beginning date of contract 01 08 2003 Function Shelter Caretaker Level 2 Project code UG101 Entry date 01 10 1997 Ne Analytical axis Seniority in month 49 PA Description Amount zoniributioris contributions Basic Salary 383 760 00 Seniority 76 762 00 Gross Salary 460 512 00 Amount Unjustified absence 321 030 00 On call paid 5 000 00 Severance Payment 250 000 00 Prorate of christmas bonus 230 000 00 Days of notice paid 450 000 00 Paid Leave Balance 21 000 00 Total taxable salary 1 095 482 00 Amount NSSF employee 5477410 Pages 71 Amount NSSF employer 109 548 20 l Ei oi red PAYE 251 144 60 Ee Net Salary 789 563 30 Salary Advance 9128 1 Net to pay 789 600 00 UGX Method of payment Close Bank name Account n 79 Note After having generated a final payment the field current contract defaults automatically to NO the field End of contract defaults automatically to YES You can then fill in the comment field by clicking on the comment button the field Settlement defaults automatically to YES The End of contract date is set to the last day of the month of settlement Modify it if necessary 5 7 SETTING UP THE PAY IN TWO DIFFERENT CURRENCIES It can happen although it is fairly rare that some staff are paid in one currency and others in anoth
76. ry scale Before a field sending receipt There are 3 options in the backup menu Database all the data enter in Homere Models every document templates save in the folder MODELS Data file all attached document linked to the employee slip like contract evaluations disciplinary measures job descriptions 6 2 SEND RECEIVE These features are available to send and receive data and parameters from one field or from all the fields for one month or for all the month From the Field to the Capital e From the Capital to the Headquarters HOW TO SEND Menu gt File gt Sending Type of sending 3 options are available e Database every entered or generated data employee slip contract payslips e Attached documents every attached document linked to employee slip contracts e General parameters allow the headquarters to spread the options settings the profiles settings default login access modifications done in the models dictionaries accounting codes and languages files 89 Type of contents 2 options available only for the type of sending database e Monthly sending select the month you want to save All all month send Options Check this option if you want to send all fields by default only the active field is send gt Click Start gt Select a directory or a media for example USB key to send the file gt Transfer the file to another medium and or send it by em
77. s worked Simple variable To complete at the Payslip level Daily rate Basic salary number of theoretical work days Calculation formula Week overtime hours Simple variable To complete at the Payslip level Rate of overtime may vary by country Sunday or holiday overtime hours Simple variable To complete at the Payslip level Rate of overtime may vary by country Week overtime rate Simple variable To complete at the Payroll calcuation level Sunday and holiday overtime rate Simple variable To complete at the Payroll calcuation level Weekly overtime hourly rate Hourly rate x weekly overtime rate Calculation formula Week overtime Sunday and holiday rate Weekly overtime x Sunday and leave rate Calculation formula Total week overtime Number of weekly overtime hours x hourly overtime rate week Calculation formula Total of Sunday and holiday overtime hours number of Sunday and holiday overtime hours x Sunday and holiday Calculation formula 40 Fixed rubrics Type of rubric Comments hourly rate Number of unexcused absence days Simple variable Information can also be entered in the leave tab of each employee by ticking the unexecused absence box It will be taken into account if you use the pre parametrized variable CONGE_NJ in the formula as number of sick leave day In this case no need to cre
78. salaries Entering the amount for each staff in the identity slip advances tab Identity slip Field Al1011 Last name BARAID First name DUNYA File n 5 00007 Date updated 10 11 2011 zi Who ADMIN 5 4 D Employee Card EmployeeCardT emplate rtf Bi Employee slip rnploveeSlipT emplate rtf Identity Dependants Skill Events Contracts Leaves Advances Civil status ML Miss Birth date 0170371979 1 Birth place BISSAU Nationality GM GAMBIA Sex F M Female Marital status CE SINGLE Staff representative M No Social security number 21939 0 Entry date 01 02 2011 El AAANEW PINAA6789012345 DD PNDD BB PINBB EE PINEE 65 You can enter the advances for one person and the advance will be deducted from the net to pay in the calculation of the payslip This function is to book all the advances for one employee It is totalising all the advances given to one employee for one month and then allow to deduct the total from the Net to Pay with the Advance rubric in the payroll calculation For all the employees or by group of employees gt payroll advance capture By this way you do no have to make this entry in each employee file If the selected month is closed only consultation is possible oron NNN o BAAAAAAAAAAAAAAAAA2QAAAAAA 20 ETESTO0007 DUNYA
79. slip with different other tabs to be filled in Although they are not all required they are all important in order to have a good employee database and follow up Indeed this will avoid the omitted and the mistakes that may occur during a change of the person in charge of Hom re follow up 45 The date updated is automatically filled in IH Identity slip Field CD1101 Last name 0 First name File n Date updated Who Employee slip Bl Bi Employee Card 5 Bl Identity Dependants Skill Events Contracts Leaves Advances Pay slips Civil status Binth date 0 00 Nationality Y Sex gt Marital status Staff representative Social security number Entry date is PNI PNA 0 2 PeN2 5 9 Address Phone numbers Bank information Identification Comments In case of death Address Country Validate Cancel The employee identity record includes all the information necessary for tracking All the rubrics in bold under the Identity tab must be completed Last name First name Nationality Marital status Gender Address The entry date it s the date of the first contract with the NGO PIN fields This is five twenty five characters long fields The description of these fields can be setup in the menu Tools Options
80. t is also available for the list of events to launch the report whatever the field code Evaluations to do and Training to be done allow to display the list of upcoming events __ E Start date 01 02 2015 15 End date 28 02 201 5 15 Job category M Country contract M Select a field anon M CAPITAL SAINT GEORGES HILL Type of event Expatriation C Evaluations to do C Detachment C Disciplinary measure C Training to be done C Work accident and professional disease C Training done C Career path Evaluations Sort by Country of the contract C Job ranking Print Cancel PRINTING OF THE CURRENT CONTRACT This report allows to display the employees list with a current contract It allows particularly to do the follow up of the contract that are going to end on a selected period of time ype of printing e Alt Contract ending the month of Trial period finishing month of Country of contract xl Select a 211011 CAPITAL SAINT GEORGES HIL Select a month Month February Year 2015 z Sort order Date Print 93 PRINTINGS OF THE LEAVES The leaves recapitulative allows to display the leave balance on a selected period of time Mainly it is advised to print this report before generating the month payslip in order to check the leaves entry of the month Indeed when the month pa
81. ubdivision Function Function grid code Function code M NO DATA Currency ACD East Caribbean Dollars Country of contract M Order of sorting Method of payment C Accounting code Project subdivision C Fien Last name DK Cancel 7 2 CSV EXPORT Excel In order to export Homere data to Excel you have to Menu gt Payroll gt Export pay csv Select the month Select the field codes to be exported Once the entry fields to be exported are selected Homere save the setting in order to avoid to select them again when getting back to this feature 96 Arrow up button and arrow down button allow to sort the variable list to be exported This export order is also kept in memory by Homere The export file contains one column by exported variable Each column is identified with the description of the variable The descriptions are written in the current language A reset button applies the default settings that is to say all the fields are selected and sorted with the default order Give a name to the exported file and save it in a folder The export file is a CSV format file can be open with Excel 7 3 SAGA EXPORT The monthly payslips data can be transferred automatically to SAGA if your payroll calculation is setup this way In this case you should go in the menu Payroll Exports Export payroll to SAGA and select the month to be exported Note this feature is av
82. ue saved in the database 13 There is also a sorting order by Method of payment Project subdivision Last name or by Accounting code For each printing a print preview will always appear first The printing of pay slips can also be done individually in the Pay slip tab of each employee Bank information is displayed in the payslip heading if the field Method of payment in the Bank information tab of the identity slip is set to Transfer Some options are available in the printing payslips menu Printing 2 pay slips per page Warning this printing is displaying 2 different employees on the same page After the printing of the payslips the details of the currency needed is printed lB xl File Model Print Summary of the currency needed Currency of the month of August 2007 Currency UGX 08 08 2007 16 El a e Page 1 1 oj oj Close 74 Printing Paysheet Homere version number 4 0 001 Payment sheet d cembre 2014 Project code Al1011 04 02 2015 16 41 28 Last name AAAA Function DRIVER Project code A101 Project subdivision DENGUE rPages Accounting code 60250 Last name N GONOBO Function NUTRITION ASSISTANT Project code 1101 Project subdivision DENGUE Homere version number 4 0 001 Monthly payroll summary d cembre 2014 Project code Al1011 04 02 2015 16 42 11
83. y Project subdivision Job ranking x Job description End of cona Job description file D a E End of contract reason El Comments E Settlement INC No Starting date for calculation of severance payment i a Workplace Apply Cancel Inthe Payslips Modification or Printing see FILE 5 22 Select month Month Selecting the mode of payment entered in the identity form El Project subdivision Ej r Function Function arid code Function code E NO DATA co E East Caribbean Dollars M Currency It s possible to modify and print the advances and Payslips by Mode of payment Project subdivision and Function to facilitate the Payslips follow up when the number of employees is too important Idem for sorting order r Printing Pay Slips vea 205 Date of payment 31 01 2015 25 Selecting the mode of payment entered in the identity form H Project subdivision Function Function grid code Function code NO DATA XCD East Caribbean Dollars M Printing types One pay slip on one page Paysheet Pay slip with translated headings Two pay slips on one page Monthly summary Bank Transfer Currency Order of sorting Method of payment Accounting code Project subdivision C Fien C Last name
84. yslip is generated it is no more possible to enter leaves i c OB mA Ama Type of printing C Current leaves Financial cost of a leave Type of leaves Paid leave Y Period From gt Month February Y Year 2015 to gt Month February se Year 2015 Y Project subdivision rj Grid function code M Function code M NO DATA Country of contract M Function select a field art 011 M CAPITAL SAINT GEORGES HILL Accounting code Financial cost of a leave start date 01 02 2015 ype of leaves Paid leave ayrol Sort order Employee C Accounting code Function File n Project subdivision Printing Close PRINTING THE MONTHLY SUMMARY OF THE MOVMENTS The monthly summary report is a global recapitulative statement of the main HR facts of the months Indeed you can include some rubrics of the payroll calculation In order to do that you have to check the option Rubric to use in the printing Monthly summary of the movements in the payroll calculation 94 81 xl File Model Sen Monthly summary of the movements Field number CF1301 Libell BANGUI COORDINATION Month mai 2007 Currency XAF 24 05 2007 13 36 52 General Number of staff Other Temporary contract Permanent contract Contract of replacement Incentives ISecondment Contract type empty Sta

HOMERE USER'S MANUAL

Contents

Download Pdf Manuals

Related Search

Related Contents