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Credit union saving

PostPosted: Fri May 15, 2015 1:28 pm
by shilpalingala10
Hi ,

Currently client has option for their staff to enroll into credit union saving in which the staff contributes certain % of his salary towards the credit union saving account. However their is a max % for each individual eligible to make credit union deposits.

Each individual eligible to make deposits ( not all the local staff were given this option)could choose a percentage (%) up to his/her maximum percentage(%). The maximum % for each individual change every year.The staff has the option to change the % requested without any restriction in a year up to the maximum allowed in that year. Please let me know if their some place on employee master data that we can store the maximum percentage that this individual employee is allowed to contribute and the actual Pprcentage that this individual has actually elected to contribute towards the credit union saving for that year .

Thanks,
Shilpa

Re: Credit union saving

PostPosted: Fri Jul 10, 2015 4:46 am
by afrank
Shilpa, hi

if you just need a check to ensure that the maximum is not exceeded, you can set a max value on the wage type used for the % deduction. to see the percentage, change the characteristics of the WT used for the deduction to be number/unit and use unit = percent.

cheers

Adam