Change Log: 

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Version	Date	Description

Version	Date	Description
2023.10.2.1	Sep 6, 2023	APMPI-929 - Added improvements to the dbo.ad_Payroll_Contracts database function. From now on, the function correctly handles contracts with subcontracts ending before the specified start date.   APMPI-933 - The following improvements have been added: The Employment periods are fetched from the Main contract. The Contract type is fetched from the Main contract. The Termination reasons are fetched from the Main contract. Employment periods are fetched from the Amendment of the Main contract. The Contract type is fetched from the Amendment of the Main contract.   APMPI-934 - In the Incomes Register plugin, implemented the possibility to fetch the ProfessionType information from the Position with the highest count of days in the reporting period. First, the system searches for the position in the Organization Structure. If it is not available there, it then checks the General Codes.   APMPI-972 - the access violation error occurred while attempting to export Earnings Payment report. The issue has been fixed.   APMPI-973 - The Incomes Register plugin updates the dbo.ad_Payroll_Contracts database function if the APM version is lower than V2023.10.5.1.
2023.20.1.1	Nov 7, 2023	APMPI-897 - In the Income Register plugin, implemented the following functionality: The Payer tab in the plugin setup. The tab contains the payer information as well as Company Insurance Information: Open Reporting the Insurance company data is extended with the Policy Numbers for vessels. The Policy Number is fetched from Vessel on which the employee worked the most in accordance with the selected Payment date in selected period. Open   APMPI-898 - Implemented the possibility to report by the payment date in the report period. To access it, navigate to Settings > General and select the Report By Payments Date option. On selecting the option, you can choose a payment date to report the data: You can export paid entries for both Current and Historical Payroll periods with selected Payment date   APMPI-899 - Implemented the solution to auto-report the Insurance exception code based on the payroll entry:

Functionality

Reports' structure

Exports will be created in XML format, according to the specification files found on the official Income Register portal https://www.vero.fi/en/incomes-register/software-developers/. The schema files are listed below:

Earnings Payment report

Description for the fields for Earning Payment report https://adonisas.sharepoint.com/:x:/s/project/727003/EV1y2_2yYUREg6E4PAeokDQBjKFojUOu_B9IN1KVUc6P2w

Employer`s Separate Report

Open

Cancellation reports

Open

The main screen of the plugin

Process workflow:

1. Create needed report;

2. Upload it to the official Income Register portal;

2. Then a user need to go to Report Logs, find needed report and update the information for it using Edit button;

3. In case, a user needs to cancel already uploaded report. It can be done using Cancellation report. Cancellation report can be created only for reports with the status OK.

4. Corresponding record will be added to the Report Logs after creating Cancellation report. This record will be marked red;

Earnings Payment report

• The entries with linked IREARNINGS AS codes will be listed on the Transaction tab;

• Earner Details will be listed on the Earner Details tab for all persons who have Transactions;

Employer`s Separate Report

• The entries with linked IREMPLOYER AS codes will be listed on the Transaction tab;

• Detailed information for entries with linked IREMPLOYER AS codes will be listed on the Details tab;

Housekeeping

Installation and other maintenance

1.Install the plugin.

2. Use APM script executor and execute ADS script to create database tables.

Open

3. Under Setup > General Codes > Payroll > Annual Summary Code Definition header creates 2 codes required for the reporting setup IREARNINGS and IREMPLOYER:

4. Three files with report codes must be imported before creating reports. It can be done using the Import Codes functionality in the plugin.

The files can be found below:

• Income_type_codes needed for 'Earning Payment Report';

• Report_codes needed for 'Earning Payment Report';

• Employer_income_type_codes needed for 'Employer`s Separate report';

How to Import files with needed report codes:

• To import the Report_Codes file, use ‘Report national code’ - IREARNING and 'Code Category' - Report;

• To import Income_type_codes file use ‘Report national code’ - IREARNING and 'Code Category' - Income Type;

• To import the Employer_income_type_codes file, use ‘Report national code’ - IREMPLOYER and 'Code Category' - Income Type;

Plugin`s Settings

General tab

Plugin Maintenance → Setup → General:

• Report National Code

  • Earnings Report - select IREARNINGS code

  • Employers’ Separate Report - select IREMPLOYER code

• Professions - Needed to report more than one Profession Type for the same Rank;

• Export Directory - select the path for exported reports

• Production Environment - check when the testing of the reports is finished and you are ready to process the reports live, it will include the necessary flag in the reports

• Reporting Method

  • Method 1(Mandatory Minimum Level) - Needed to report 100 and 300 series Income Types transactions and ignore 200 series;

  • Method 2(Complementary Income Types) - Needed to report 200 and 300 series Income Types transactions and ignore 100 series;

• Pension Insurance Information - This field will be fetched to the <PensionActCode> tag in the export file;

• Pension Provider code - This field will be fetched to the <PensionProvIdCode> tag in the export file;

• Pension Policy Number - This field will be fetched to the <PensionPolicyNo> tag in the export file;
  
  

Payer tab

• Payer Information

  • The Payer Has no Customer ID - check if your company does not have a Customer ID. When enabled, the system will suggest to insert the Payer’s Last and First Name and Date of Birth - required info for reporting without a Customer ID:
    
    

• Company - define the Company name

• Street Address, P.O. Box, Postal Code, City, Country - define your Company details

• Payer/Service Provider IDs - your Company ID for reporting (ID Type drop-down menu is available from the imported Report Codes)

• Contacts - your Company contact persons information

• Suborganisation - you Company suborganisation details if available (Type drop-down menu is available from the imported Report Codes)

Setup of Entry Codes for reporting

The imported Income and Employer Income type codes will be available in the Annual summary codes maintenance.

They need to be used on the Annual settings of the Entry Codes maintenance:

Go to Entry Codes > Annual

• select IREARNINGS National Code for the setup of Earning Payment Report, select IREMPLOYER National Code for the setup of Employer’s Report

• select the payroll field that calculates the reported value and define the respective code for reporting

  • commonly used fields L22 - days/hours, L61 - Employee Amount, L62 - Employer Amount

  • other payroll fields may also be used for reporting of certain values, for example, when reporting Car Benefit, also Car Benefit Code need to be inserted in a certain field and that field needs to be selected as Data Source for reporting

Setup of General Codes for automatic data-fetching

Interfaces

Add two Interface codes. First IREARNINGS, IREARNING2. They will be used in the setup of General Codes Xref info.

Ranks

Set up each Rank Code > Xref → Link two added interface codes and select Income Register Type and add the Code for reporting in the Comment field.

First can be used to report Type 4 Trafi titles.

Second can be used to report Type 1 Statistics Finland’s classification of occupation K10.

Contract Type

Link each Contract Type > Xref to IREARNINGS interface and define Income Register Type and the Code for reporting in the Comment field.

Termination Reasons

Link each Contract Type > Xref to IREARNINGS interface and define Income Register Type and the Code for reporting in the Comment field.

Automatic-fetching Earner Details data

Ranks

XREF Codes and Comments will be fetched to the plugin`s grid and export file according to the person`s Rank selected for the Contract in Contracts datagroup

Contract Type

XREF Code and Comment will be fetched to the plugin`s grid according to the person`s Contract selected in Contracts datagroup

Termination Reasons

Termination reason will be fetched to the plugin`s grid and export file according to the person`s Contract selected in Contracts datagroup

Employment Periods

Will be automatically fetched to the plugin`s grid and export file from the Contracts datagroup

Personal Id

• Missing ID column will be checked if Finnish Personal ID is missed;

• Extra ID column will be checked if SRC number exists;

• Person's name and address will be reported if Finnish Personal ID and SRC Number are missed;

Download & Install the plugin

Download

http://download.adonis.no/files/upgrade/PersonnelManager/Plugins/IncomesRegister/

Install plugin

To install the plugin, navigate to Install APM Plugin and follow the step-by-step instructions carefully.

Access Rights

The Adonis Control Center also detects the plug-in, once detected, the administrator can give user groups access to the interface. 

Used database tables

• PYASCDEF where Nationalcode = IREARNINGS or IREMPLOYER - Income Register As codes;

• PYASCDEF_IncomeTypeDetails where nationalcode = IREARNINGS - Subcodes for Income Register As codes;

• PWLOGIncomeRegister and PWLOGIncomeRegister_Detail - tables for Report logs;