This support page concerns the new time savings account module. If you use the old module available under the counters table, contact our support team so that we can assist you with the update.
The Figgo time savings account module allows you to manage campaigns open to employees during which they can transfer days to a CET, PERCO, or Monetization account. This module is included in your Figgo subscription.
Access to this module is determined two permissions in the roles:
- Access time savings account campaigns: users. This allows the user to view module and access ongoing campaigns.
- Manage time savings account campaigns: administrators or managers. Allows administrators/managers to perform transfers without being blocked by conditions that have not been respected as well as to follow the progress of campaigns (functionality pending development).
Creating campaigns can be done from regulations through rules. If you have several regulations that you would like to use in the time savings account module, you will have to configure campaigns for each one. Configuring campaigns does not require previously permissions, just the permission Figgo > Configure in roles.
A campaign is defined by:
A period: period during which the campaign is available to employees. The most frequent cases are complete years (calendar or June-May) or a few months at the end of the year.
Reference date for initial balance: dates used to calculate the condition based on initial balance. The default is the start date of the campaign, but it can be set to a anterior date if there is another campaign before.
A group: identify eligible employees by legal entity, department, SPC, profile, age or seniority.
Note : Figgo does not manage the opening of a CET account. Access to the CET account is therefore determined by access to the module. If, in your procedures, the creation of a CET is not automatic for all employees, we recommend that you assign a secondary role with access permission to the time savings account module to these employees.
One or several source accounts: accounts must be selected one at a time. For each account, it is possible to define one or more conditions among the following:
- Days taken, min/max: number of leave days approved in the account, without date conditions.
- Initial balance, min/max: account balance at the reference date of the initial balance (by default this is the date of the beginning of the campaign).
- Final balance, min/max: account balance after pending transfers.
- Number of transferable days, min/max and threshold: number of transferable days from the account during the campaign period. Note: this amount is the same for all campaigns if there are several. The threshold allows you to define a value from which the maximum number of days to be transferred applies.
One or several target accounts: target accounts function as source accounts with the same conditions.
Note : it not possible to mix day and hour accounts in the same campaign. If hour accounts are detected in the database, you will be asked to choose the unit of the campaign in order to filter the proposed accounts. It is, however, possible to mix working, business and calendar accounts.
General conditions (optional): general conditions can be applied to the campaign. They are similar to conditions on source and target accounts but can be applied to accounts not included in the campaign.
- Days taken: this condition allows you to define the number of days taken in a period from several accounts which are not necessarily source accounts.
- Example: at least 20 days taken between January 1 and December 31, from CP N-1, CP N or Split accounts.
- Final balance: condition on the final balance applicable to several accounts.
- Example: final balance of maximum 50 days from both the non-monetizable and monetizable CET accounts.
Pre-required campaign (optional): allows you to define a campaign whose participation is required before being able to participate in the ongoing campaign. Note: this does not require employees to make a transfer to the pre-required campaign, they can save a participation without a transfer.
Using the module
An employee who has one or two time savings account permissions in a role will see the module in the navigation bar.
In the module, ongoing campaigns are visible for which the user is eligible.
By clicking on a campaign, the list of source and target accounts will be available where you will be able to enter amounts (days or hours depending on the unit of the campaign) according to the conditions defined. If all conditions are filled, the employee can save their transfer.
It is possible to participate several times in a campaign in order to add days to the CET account. It is also possible to cancel the last participation. To cancel all participations, you must cancel them in order starting with the most recent.
Note: to cancel a participation, the target accounts must have a sufficient balance. If 5 days have been transferred to the CET account, then used so that the account balance is less than 5 days, the employee will not be able to cancel the transfer (however, an administrator will be able to do so).
Multiple campaigns and monetization
The CET module allows you to manage several campaigns at the same time which can prove to be very useful in the case of complex conditions that cannot be managed in one campaign (variable transfer periods, for example), and in the case of monetization. We will use an example illustrating a case of monetization in the CET:
Employees can save to the CET the 5th week of paid leave, RTT and recuperation. The 5th week of paid leave is not monetizable. The RTT and recuperation are monetizable.
You must therefore create two accounts (monetizable CET and non-monetizable CET) as well as 2 campaigns - one to feed each account.
Monetization can also be simplified with Figgo by creating a campaign that allows employees to choose the number of days to be monetized (with conditions) by transferring them to a monetization account.
We will then have 3 campaigns:
- Paid leave > non-monetizable CET
- RTT and Recuperation > monetizable CET
- Monetizable CET > Monetization
Please note: Figgo does not allow for a monetization account to be directly exported to payroll. You can generate a report on the balances of the monetization account that indicates the days to be paid to the employee. You can then reset the Monetization account to zero after manually entering it into payroll.