PFU account
Path: Reports / Regulated Reporting / PFU Account
The PFU Account report is designed to submit an PFU Account (to the Pension Fund of Ukraine) to receive payment under an PFU account.
Report generation setup
Path: Excel templates Check if the report template exists or add it on the Excel templates page in a corresponding line. To import a template or replace an existing template, click Import template....
Running report generation
Path: Reports / Regulated reporting / PFU Account
To generate the report, enter the information on the Parameters tab required for report generationon the PFU Account page. PFU Account:
| Field | Description |
|---|---|
| Preview | The True value in the Boolean field means generating the report in Excel format. |
| Statement Calculation (JSON) | The True value in the Boolean field means generating the report in JSON format (the file is subsequently uploaded to the PFU web portal). The file format is valid from January 1, 2023. |
| Payment Notice | The True value in the Boolean field means the generation of the “Notification of the payment of funds to insured persons” report in XML format. |
| Period | Specify the payroll period for which the report will be generated. |
| Request Date | Indicate the account date. |
| Exclude Sick Leave Comp. | The True value is set in the Boolean field if sick leave at the expense of the company (“Days paid by the employer”) is not included when filling out the report. |
| Include unposted documents | The True value is set in the Boolean field if it is necessary to include documents that have not yet been posted in the report. |
| E-sick leave | The True value in the Boolean field means the use of e-sick leave. |
After clicking OK, the report is generated.
The length of service in the account:
For total length of service:
• with a tick mark, in the employee card – length of service:
o summarize the total length of service from the previous place of work with Person Job History,
o if months were entered in the “Data on insurance period”, remove the months that were entered in “Data on insurance period”,
o summarize the length of service at the current place of work based on DataonInsurancePeriod by period,
o summarize the length of service at the previous place of work based on the unprocessed DataonInsurancePeriod by period.
• without a tick mark:
o Person Job History
o EmplJobEntry
Over the past 12 months:
• with a tick mark:
o по DataonInsurancePeriod
• without a tick mark:
o Person Job History
o EmplJobEntry