To
enter details of the crew member's beneficiary:
1. From the HR Manager main menu, click
Profiles under the Personnel menu.
2. Ensure that the crew profile of which
you want to create beneficiary details has been loaded. Use the
Personnel search field
to search and select the relevant crew profile.
Note:
To use a previously saved list of crew, click the search icon in the Personnel
search field to use the Personnel
List feature on the Simple
Search window. Use the drop-down function to select and
load a list from the Personnel
List section and click a crew member from the Search
Result section to view his profile.
3. After you have loaded the crew profile
record, click the Beneficiary
sub tab under the Payroll
tab.
4. Click the 'Click
here to create new record' link to create a new beneficiary
record. On the Licenses/Training
screen, ensure that you have the Beneficiary
Info tab open. Select the Status
of the record and enter information in the following fields:
Field |
Description |
Name |
Enter
the name of the crew member's beneficiary |
Relationship |
Use
the Lookup function to select the crew member's relationship
to the beneficiary. |
Notify
in case of Emergency |
Select
this check box if this person is the crew member's 'in case
of emergency' contact person. |
Beneficiary
for Insurance |
Select
this check box if this person is to be the crew member's
insurance beneficiary. |
Philhealth
Beneficiary |
Select
this check box if this person is the crew member's Philhealth
beneficiary. |
Telephone |
Enter
the beneficiary's telephone number. |
Mobile
No |
Enter
the beneficiary's mobile phone number. |
Fax |
Enter
the beneficiary's facsimile number. |
Email |
Enter
the beneficiary's email address. |
National
ID |
Enter
the beneficiary's national identity card number. |
Passport
No |
Enter
the beneficiary's passport number. |
Address |
Enter
the beneficiary's address. |
Country |
Use
the Lookup function to select the beneficiary's country
of residence. |
City |
Use
the Lookup function to select the beneficiary's city of
residence |
State |
Enter
the state in which the beneficiary resides. |
Zip
Code |
Enter
the he zip code for the address. |
Payroll
Information |
Select
the respective check boxes that apply. Select the Include in Allotment List
check box if allotment payments are to be made to this
beneficiary. You may then select the Payment
Mode i.e. either cash, telegraphic transfer or
by cheque. If you select 'TT', then further specify the
method of payment using the Payment
Method field.
In the
Automate Allotment
field, select whether this is a compulsory allotment or
a voluntary allotment.
Select
the B.O.W. Settlement
check box to indicate that the beneficiary is assigned
as the primary receiver of the month-end Balance of Wages
(B.O.W.) of the crew member.
|
POEA Info
Sheet Allottee |
Select the
check box to indicate that the beneficiary is assigned
as the declared allottee as required by the Philippine
Overseas Employment Administration (POEA). |
POEA Info
Sheet Beneficiary |
Select
the check box to indicate that the beneficiary is assigned
as the declared beneficiary as required by the Philippine
Overseas Employment Administration (POEA). |
Comments |
Enter
comments, if any, relating to this beneficiary. |
Note:
The Same as Crew Member
button allows you to copy from the previously entered crew member
address details under the Personal
Info - Address
sub tab.
5. Move on to the Bank
tab to enter the beneficiary's bank details. For instance, enter
the Bank Code, Swift
Code, Account Number
and so on.
6.
Move on to the Intermediate Bank tab
to enter details of any intermediate bank used.
7. Move on to the Transaction Bank tab to enter
details of the company's transaction bank used.
8. Move on to the Allotment Mode tab to enter
the following information:
Field |
Description |
Calculation
Type |
Specify
the calculation mode for the allotment. Make your selection
from either By Monthly,
By Duration, By Percentage or select
None if no allotments
are to me made. |
Sort
Seq |
You
can indicate the sort sequence for each beneficiary. This
enables you to prioritize the beneficiary payments according
to their sequence numbers during the payroll calculation
process. For instance, a Sort Seq of ‘1’ indicates that
this beneficiary should be paid first before the rest. |
By
Monthly |
If
you select the By Monthly
radio button, the By
Monthly section will be activated for entry. Here
specify the Amount
and Currency of
the monthly allotment. |
By
Duration |
If
you select the By Duration
radio button, the By
Duration section will be activated for entry. Here
specify the Amount
and Currency and
the duration of the allotment. |
By
Percentage |
If
you select By Percentage,
the By Percentage
section will be enabled. Enter the allotment percentage
in the Allotment Entitlement
field based on the total eligible allotment percentage.
In the Allotment Entitlement
Setting section, enter the total percentage of
the wage (either Basic Pay, Gross Pay or Net Pay) that
is to be utilized for the allotment.
For
example, if the Allotment Entitlement Setting is
40% of the Net Pay and the Allotment Entitlement for this
beneficiary is 20%, this indicates that this beneficiary
will receive 20% of the 40% (of the Net Pay) that has
been set aside for the allotment.
In the
Currency field,
you can use the Lookup button to select the currency that
is to be used for the allotment.
For
automated allotment, you will need to select 'By Percentage'
in order for the System to carry out automatic allotments. |
9. Click Save
after you have completed your entries. The information entered
will now be displayed in the Beneficiary
table.
|