PPK Participant Declaration
Path: Regulated Reports / PPK Notifications
The system allows you to generate a Participant Declaration for subsequent submission in XML format to the financial institution. The following types of PPK participant declarations are created in the system:
- PPK Resumption – allows to resume PPK contributions after a previous resignation.
- PPK Auto-enrolment (statutory every 4 years) – automatic resumption of PPK contributions every 4 years in accordance with the law.
- PPK Resignation – allows the participant to resign from further PPK contribution payments.
- PPK Change of Basic Contribution – allows adjusting the amount of the basic contribution paid by the participant.
- PPK Change of Additional Contribution – allows changing the amount of the additional contribution paid by the participant.
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 PPK Participant Declarations have been added (in the PPK Declaration field).
Step 2: Recording employee PPK participation data in the employee card
Before generating Participant Declarations for employees, the appropriate changes must be made in the employee card, on the Payroll Element Ledger Entries tab. Using the Employee Journal, enter the following information depending on the declaration type:
| Declaration Type | Description |
|---|---|
| PPK Resumption | 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 date of contribution resumption. The contribution resumption takes effect from the month of the Start Date if the main paysheet has not been calculated and posted. |
| PPK Auto-enrolment | For employees who were previously registered in PPK, then submitted a resignation declaration, and are now subject to mandatory automatic re-enrolment in PPK, use the Employee Journal to enter the 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 date of contribution resumption. The contribution resumption takes effect from the month of the Start Date if the main paysheet has not been calculated and posted. |
| PPK Resignation | End Date field for the following payroll elements: 3120 – PPK employer contribution (basic); 3121 – PPK employer contribution (additional), if declared; 3122 – PPK employee contribution (basic); 3123 – PPK employee contribution (additional), if declared. If the employee resigns from PPK contributions before the salary payment, enter the last day of the month preceding the month in which the resignation declaration was submitted in the End Date field. |
| PPK Change of Basic Contribution | Start Date and Payment Percent fields for: 3122 – PPK employee contribution (basic). If the Payment Percent field is filled in, the declaration will contain the corresponding information about the reduction of the basic contribution financed by the employee. |
| PPK Change of Additional Contribution | Start Date and Payment Percent fields for: 3123 – PPK employee contribution (additional). In the Start Date field, enter the date of the request to collect the additional contribution. The new additional employee contribution value takes effect from the month the declaration was submitted if the main paysheet has not been calculated and posted. |
Step 3: Starting declaration generation
The report is launched from the PPK Notifications page using the PPK Notifications > PPK Participant Declaration button, or using the button with the same name from the Employee Card.
PPK Participant Declaration 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. |
| PPK Resumption | Default option is "No". Select "Yes" to submit a PPK Resumption declaration. |
| PPK Auto-enrolment | Default option is "No". Select "Yes" to submit a PPK Auto-enrolment declaration. |
| PPK Resignation | Default option is "No". Select "Yes" to submit a PPK Resignation declaration. |
| PPK Change of Basic Contribution | Default option is "No". Select "Yes" to submit a PPK Change of Basic Contribution declaration. |
| PPK Change of Additional Contribution | Default option is "No". Select "Yes" to submit a PPK Change of Additional Contribution declaration. |
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 when generating the PPK Resumption or PPK Auto-enrolment declaration, and to Sent for Deregistration when generating the PPK Resignation declaration.
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 and from Sent for Deregistration to Deregistered.