Deactivate the old procedure
If you import your wage entries, you need to deactivate the old procedure - manual processing via the 'Zorg en Welzijn' agency.
To deactivate the old procedure:
You can add the new agency line manually or use an import:
- For all employees who are 'IZZ' insured, manually create a new agency line starting from the period in which you want to switch over to the new procedure.
- Create an analysis based on the Employee/agency details data collection to retrieve all current employees with an 'IZZ' insurance. Use this group to import all new agency lines with the import HR / Management / Import agency entry / 'Zorg en Welzijn'.
To add an agency line manually:
- Go to: HR / Employee / Employee.
- Open the properties of the employee.
- Go to the tab: Agency.
- Open the properties of the agency of 'Zorg en Welzijn' type.
- Click on: New.
- Enter the date on which you start with the new procedure as the start date.
- Click on: Next.
- Do not select the Calculate 'IZZ' premium check box.
- Click on: Next.
- Click on: Finish.
To add an agency line using an import:
- Go to: HR / Output / Management / HRM analysis.
- Click on: New.
- Select Based on a data collection.
- Select the Employee/agency details data collection.
- Click on: Next.
- Change the description to, for example, IZZ employees.
- Click on: Next.
- Click on: Change so that you can add fields and set a filter.
- Add the Start dateEnd date and Calculate 'IZZ' premium fields to the data collection.
- You can find the Start date and End date fields through: Agency details employee/ General.
- You can find the Calculate 'IZZ' premium field through: Agency details employee / Historical data.
Enter 'IZZ' premium in the search field and click Search.
- Click on: Next.
- Set a filter for the end date. This field must be empty or have a date after the transition date.
Example:
You switch over to the new procedure on 01-04-2015. Therefore, you only want the employees for whom the end date is empty or is later than 31-03-2015:
In that case, the filter on the end date is: [];>31032015.
- Set the filter to Y for the Calculate 'IZZ' premium field.
- Click on: Finish.
- Click on: Next.
- Click on: Finish.
You now open an Excel file with the employees who are employed at the moment of the transition and for whom the Calculate 'IZZ' premium field is set to Y.
- Change the End field to 31-03-2015.
- Change the Calculate 'IZZ' premium field to N.
- If necessary, also filter on the agency 'PGGM' (P).
- Save the file as, for example, IZZ employees.csv.
- Go to: HR / Management / Import agency entry / 'Zorg en Welzijn'.
- Select Import through a new to be created definition.
- Click on: Next.
- Select the file that you just saved as File to be imported.
- Enter a name for File with rejected lines.
- If applicable, change the value in Read from line.
- Click on: Next.
- Set the import for the End date field to Fixed value. Here you enter the day before the transition date. If the transition date is 01-04-2015, enter 31-03-2015.
- Set the import for the Calculate 'IZZ' premium field to Fixed value. Leave the Fixed value field empty. This is the same as entering No.
- Click on Next three times.
- Click on: Check.
- Click on: Finish.
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