PPK Registration
Path: Regulated Reports / PPK Notifications
The system allows you to generate a PPK Participant Registration declaration for subsequent submission in XML format to the financial institution.
Step 1: Participant declaration generation setup
On the Human Resources Setup page, on the "Numbering" tab, in the PPK Notification Nos. field, define the number series code that will be used for generating PPK participant declarations. On the Payroll Reports Setup page, on the Calculation Declaration tab, settings for generating the PPK Participant Registration declaration have been added (in the PPK Declaration field).
Step 2: Recording employee PPK participation data in the employee card
In the Employee List, the PPK Qualification Date field has been added – this is the maximum PPK qualification date after 90 days of employment.
Before generating the Participant Registration declaration for employees, the appropriate changes must be made in the employee card, on the Payroll Element Ledger Entries tab using the Employee Journal:
| Declaration Type | Description |
|---|---|
| PPK Participant Registration | Start Date and Number fields for: 3120 – PPK employer contribution (basic); 3121 – PPK employer contribution (additional), if declared; 3122 – PPK employee contribution (basic). Start Date and Payment Percent fields for: 3123 – PPK employee contribution (additional), if declared. In the Start Date field, enter the employee registration date. Contributions take effect from the month of the Start Date if the main paysheet has not been posted. |
Step 3: Starting declaration generation
The report is launched from the PPK Notifications page using the PPK Notifications > PPK Participant Registration button, or using the button with the same name from the Employee Card.
PPK Participant Registration report request page
| Field | Description |
|---|---|
| Reporting Date From | Default option is "First day of the work date month". To select a different date range: click the appropriate start date in the calendar. |
| Reporting Date To | Default option is "Work Date". To select a different date range: click the appropriate end date in the calendar. |
In the filter area, you can specify the employee code or other filters to determine which employees should be included in the report. If the "Employee No." filter is left empty, the system will generate a list of all employees meeting the selected parameters.
The result of the report generation is:
- downloading the XML file;
- saving the report generation data on the PPK Notifications page for reviewing historical data. It is possible to re-export the generated report for data reconciliation.
- saving the report generation data in the Employee Card for employees included in the report, on the PPK Notifications tab;
- changing the status in the PPK Registration Status field in the employee card to Sent for Registration. On the PPK Notifications page and on the PPK Notifications tab in the Employee Card, there is a Register button. Using this button, you can change the value of the PPK Registration Status field in the employee card for the employee included in the report, from Sent for Registration to Registered.
In the employee card, on the Personal tab, the PPK ID field has been added – an identifier that may be provided by the financial institution after participant registration, and the PZIF PPK No. field – the account number assigned to the participant by the financial institution.