Setting UP ACB - South Africa Region
Setting Up ACB To make direct deposits through ACB,
you must provide details of the source and destination banks and of the amount to be transferred to each employee.
There are several stages to setting up and running ACB in an organization:
1. Load ACB bank codes. See: Loading CDV Bank Codes, page 6-9.
2. Enter ACB installation information for the organization. See: Business Groups: Entering ACB Installation Information, page 1-30
3. Enter ACB user information.
2.----- Enter ACB installation information for the organization.--- Detail
Business Groups: Entering ACB Installation Information
You must enter ACB details for an organization before you can run the ACB process
and make ACB payments to your employees.
To enter ACB installation information:
1. In the Organization window, query the business group if it does not already appear
there. In the Organizations Classifications region, select Business Group, choose the
Others button and select ZA ACB Installation Inf.
2. Click in the Additional Organization Information window to display the ZA ACB
Installation Inf window.
3. Enter the organization's ACB information:
• Enter the ACB Installation ID Code.
If the organization is registered as a Single/In-house user at ACB, this code is
the same as the ACB User Code. Bureaus use a different code.
• Select the ACB user type. Single users submit their own ACB file directly. Select
Bureau to indicate that a third-party will submit the ACB file on behalf of the
employer.
Note: If you change the user type from Bureau to Single, the
installation and user generation numbers are reset to 0001. If you
change the user type from Single to Bureau, the installation and
user generation numbers increment from the last generation
number used. If you are selecting the ACB user type for the first
time, these numbers start at 0001 and increment with each ACB file
submission.
4. Save your work
3----- Detail ------
If you are an Oracle Payroll user, click in the Statutory Information field to display
the segments of the ZA Statutory Information flexfield and enter the ACB details for
the payroll.
Warning: If ACB information is not required for this payroll, enter
any value into the ACB fields, for example, enter 1, but do not leave
the ACB fields blank.
Note: The statutory information field is not visible if your HR: User
Type option is set to HR User only.
• Select the Cumulative taxation method. This method uses the number of pay
periods in the year to arrive at the annual earnings and the annual liability for
taxation.
• Enter the ACB user code for the payroll. Multiple payrolls can have the same
user code.
If the business group's ACB user type is Single, this user code must be the same
as the ACB Installation ID Code.
To enter a business group's ACB user type, see: Business Groups: Entering ACB
Installation Information, page 1-30.
• Select the ACB service type. This is the number of days that ACB must receive
the file prior to payment.
• Enter the user abbreviated name. This is determined by ACB.
• Enter the registered aggregate limit if you want Oracle Payroll to issue a
warning message if the limit is exceeded. This limit is the total of all ACB
payments that can be made for the selected payroll.
• Enter the item limit if you want Oracle Payroll to issue a warning message if the
limit is exceeded. This limit is the total ACB payment that can be made for a
single assignment.
• Enter the maximum number of advance holiday periods that can be paid, as
determined by your business rules.
• Enter the default pension basis for the enterprise
------ 1 Detail -----
Loading CDV Bank Codes
You must load bank branch information in order to record bank account details for your
employees. You do this by running the CDV Bank Name User Table Set Up Process and
the CDV Data Load Process.
You must obtain a copy of the bank branch details file from Bankserv before you can
run the CDV Data Load Process. It is your responsibility to ensure that you regularly
update your file to acquire any new banks/branch's details updated by Bankserv.
You run both processes from the Submit Requests window.
Loading bank branch details is usually a task for your system administrator.
To load bank ranges:
1. Select CDV Bank Name User Table Set Up Process in the Name field.
2. In the paramenters window, select which run option is applicable:
• Copy To All
• This copies the ranges that exist in the user table for the current business
group to all other business groups. If the user table does not exist then the
script creates it using predefined data.
• Force Update
This copies the predefined bank name/branch code ranges to all business
groups and overwrites any changes made to the user table.
3. Choose the Submit button.
Note: This process creates the ranges as custom data. You can
modify the branch code ranges and bank names if necessary. You
can run this process selecting the Copy To All option to copy your
changes to all other business groups and update the
pay_za_branch_cdv_details table.
Setting Up ACB To make direct deposits through ACB,
you must provide details of the source and destination banks and of the amount to be transferred to each employee.
There are several stages to setting up and running ACB in an organization:
1. Load ACB bank codes. See: Loading CDV Bank Codes, page 6-9.
2. Enter ACB installation information for the organization. See: Business Groups: Entering ACB Installation Information, page 1-30
3. Enter ACB user information.
2.----- Enter ACB installation information for the organization.--- Detail
Business Groups: Entering ACB Installation Information
You must enter ACB details for an organization before you can run the ACB process
and make ACB payments to your employees.
To enter ACB installation information:
1. In the Organization window, query the business group if it does not already appear
there. In the Organizations Classifications region, select Business Group, choose the
Others button and select ZA ACB Installation Inf.
2. Click in the Additional Organization Information window to display the ZA ACB
Installation Inf window.
3. Enter the organization's ACB information:
• Enter the ACB Installation ID Code.
If the organization is registered as a Single/In-house user at ACB, this code is
the same as the ACB User Code. Bureaus use a different code.
• Select the ACB user type. Single users submit their own ACB file directly. Select
Bureau to indicate that a third-party will submit the ACB file on behalf of the
employer.
Note: If you change the user type from Bureau to Single, the
installation and user generation numbers are reset to 0001. If you
change the user type from Single to Bureau, the installation and
user generation numbers increment from the last generation
number used. If you are selecting the ACB user type for the first
time, these numbers start at 0001 and increment with each ACB file
submission.
4. Save your work
3----- Detail ------
If you are an Oracle Payroll user, click in the Statutory Information field to display
the segments of the ZA Statutory Information flexfield and enter the ACB details for
the payroll.
Warning: If ACB information is not required for this payroll, enter
any value into the ACB fields, for example, enter 1, but do not leave
the ACB fields blank.
Note: The statutory information field is not visible if your HR: User
Type option is set to HR User only.
• Select the Cumulative taxation method. This method uses the number of pay
periods in the year to arrive at the annual earnings and the annual liability for
taxation.
• Enter the ACB user code for the payroll. Multiple payrolls can have the same
user code.
If the business group's ACB user type is Single, this user code must be the same
as the ACB Installation ID Code.
To enter a business group's ACB user type, see: Business Groups: Entering ACB
Installation Information, page 1-30.
• Select the ACB service type. This is the number of days that ACB must receive
the file prior to payment.
• Enter the user abbreviated name. This is determined by ACB.
• Enter the registered aggregate limit if you want Oracle Payroll to issue a
warning message if the limit is exceeded. This limit is the total of all ACB
payments that can be made for the selected payroll.
• Enter the item limit if you want Oracle Payroll to issue a warning message if the
limit is exceeded. This limit is the total ACB payment that can be made for a
single assignment.
• Enter the maximum number of advance holiday periods that can be paid, as
determined by your business rules.
• Enter the default pension basis for the enterprise
------ 1 Detail -----
Loading CDV Bank Codes
You must load bank branch information in order to record bank account details for your
employees. You do this by running the CDV Bank Name User Table Set Up Process and
the CDV Data Load Process.
You must obtain a copy of the bank branch details file from Bankserv before you can
run the CDV Data Load Process. It is your responsibility to ensure that you regularly
update your file to acquire any new banks/branch's details updated by Bankserv.
You run both processes from the Submit Requests window.
Loading bank branch details is usually a task for your system administrator.
To load bank ranges:
1. Select CDV Bank Name User Table Set Up Process in the Name field.
2. In the paramenters window, select which run option is applicable:
• Copy To All
• This copies the ranges that exist in the user table for the current business
group to all other business groups. If the user table does not exist then the
script creates it using predefined data.
• Force Update
This copies the predefined bank name/branch code ranges to all business
groups and overwrites any changes made to the user table.
3. Choose the Submit button.
Note: This process creates the ranges as custom data. You can
modify the branch code ranges and bank names if necessary. You
can run this process selecting the Copy To All option to copy your
changes to all other business groups and update the
pay_za_branch_cdv_details table.
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