Employee participates in the 'levensloopregeling'

Every period your employees can save an amount for the purpose of the 'levensloopregeling'. This amount can also be deposited into the 'levenslooprekening' of the employee.

In the Profit CLA and Basic CAO the following wage components are present for this purpose:

  • 100.004.916 'Levensloop Medewerkerbijdrage'
  • 100.004.919 'Levensloop premie (NT)'

    Note:

    Each wage component has a comment in which the operation of the wage component is explained. Always take a look at this explanation on the Comment tab in the properties of the wage component in the CLA. If you do not have the wage component available, first activate it.

In the 100.004.916 'Levensloop Medewerkerbijdrage' wage component, you set the 'Deelnemer levensloop' parameter to Yes. You can adjust this at employee, employer or CLA level. After this, you can apply the 100.004.916 'Levensloop Medewerkerbijdrage' wage component in three ways:

  • Based on a fixed amount, using the 'Bedrag' parameter.
  • Based on a percentage, using the 'Percentage' parameter.
  • Based on a variable amount, using the 'Afwijkend bedrag' parameter.

    Note:

    If the employee is paid per hour and has no timetable, you set the 'Prorata toepassen' parameter to DO NOT apply.

For cases of employment start/end, Profit does apply a pro rata calculation based on actual days. This is used to multiply the period amount with the ratio between the number of contract days and timetable days in the period. If you work with a percentage instead of an amount, it is often better to set the 'Standaard prorata' parameter to No. This is because the components in the 'Levensloopgrondslag' already perform the pro rata calculation at the start and the end of employment. This would result in a pro rata calculation being applied twice.

Based on a fixed amount

If you want to calculate a fixed amount per period, you post the amount to the Bedrag parameter at the employee, employer or CLA level. Profit does not apply a pro rata calculation upon start/end employment.

Based on a percentage

If you want to calculate a reimbursement based on a percentage, you specify a percentage in the Percentage parameter. You also configure the calculation basis that Profit should apply this percentage to.

To configure a calculation basis:

  1. Go to: HR / Organisation / CLA.
  2. Open the CLA properties.
  3. Go to the tab: Wage component.
  4. Open the properties of the 100.004.916 'Levensloop Medewerkerbijdrage' wage component.
  5. Go to the tab: Parameter.

    The parameter with sequence number 25 shows the calculation basis used.

  6. Click on: Cancel.
  7. Go to the tab: Calculation basis.
  8. Open the properties of the calculation basis.
  9. Go to the tab: Wage components.
  10. Select the wage components that need to be included in the calculation basis.
  11. Click on: OK.

Your consultant can link a custom parameter to the 'Percentage' parameter and use it, for instance, to retrieve the percentage from a salary table.

Based on a variable amount

You enter a reimbursement based on a variable amount via HR / Payroll / Enter wage entry.

Link a wage component to a payment account of an employee

You link the 100.004.919 'Levensloop premie (NT)' wage component to the employee's payment account. You do this by selecting HR / Employee / Employee and going to the Bank tab.

Note:

Select the Suitable for payment check box in the properties of the wage component. Otherwise you cannot the link this wage component in the properties of the employee.

Set the number of years saved

As soon as an employee starts participating in the 'levensloopregeling', you enter the value 1 for the 'Aantal gespaarde jaren' parameter. You increase this value by 1 every year, until the employee stops participating in the 'levensloopregeling'. Of course, you can also create these lines as soon as an employee starts saving.

Example:

An employee starts saving under the 'levensloopregeling' on 01-01-2008. In this case you immediately create the following lines, for instance using an import:

01-01-2008 - 31-12-2008: 1

01-01-2009 - 31-12-2009: 2

01-01-2010 - 31-12-2010: 3

etc.

To set the number of years saved:

  1. Go to: HR / Employee / Employee.
  2. Open the properties of the employee.
  3. Go to the tab: Wage component.
  4. Click on: New.
  5. Select the 100.004.916 'Levensloop Medewerkerbijdrage' wage component.
  6. Click on: Finish.
  7. Open the properties of the 'Aantal gespaarde jaren' parameter.
  8. Click on: New.
  9. Enter the start and end date.
  10. In Value enter 1.
  11. Click on: Finish.

    Repeat this if the employee has saved more than one year.

See also