PPK Employment Termination
Path: Regulated Reports / PPK Notifications
The system allows you to generate a PPK Employment Termination 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 Employment Termination declaration have been added (in the PPK Declaration field).
Step 2: Starting declaration generation
Before generating the PPK Employment Termination declaration, the appropriate changes must be made in the employee card. On the Contract tab, the line with the operation type Termination must be approved.
The report is launched from the PPK Notifications page using the PPK Notifications > PPK Employment Termination button, or using the button with the same name from the Employee Card.
PPK Employment Termination 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 Terminated.