Wiki source code of Factor Tables
Version 9.1 by Dominique Tricerri on 2021/08/30 15:34
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|---|---|---|---|
| 1 | |||
| 2 | **DISCLAIMER** | ||
| 3 | |||
| 4 | Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training. | ||
| 5 | |||
| 6 | In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual. | ||
| 7 | |||
| 8 | EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual. | ||
| 9 | |||
| 10 | Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide. | ||
| 11 | |||
| 12 | **COPYRIGHT** | ||
| 13 | |||
| 14 | This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format. | ||
| 15 | |||
| 16 | EBSphere (Pty) Limited | ||
| 17 | |||
| 18 | P.O. Box 785803 | ||
| 19 | |||
| 20 | Sandton | ||
| 21 | |||
| 22 | 2146 | ||
| 23 | |||
| 24 | |||
| 25 | |||
| 26 | [[image:Factor Tables_html_8cba33b1e8c9fa24.gif||height="96" width="344"]]\\ | ||
| 27 | |||
| 28 | [[image:Factor Tables_html_857ba1e075348553.png||height="13" width="656"]] //Factors and Factor Tables// | ||
| 29 | |||
| 30 | Factors are usually used in Defined Benefit calculations where a benefit is increased or decreased by a factor, which is based on age. | ||
| 31 | |||
| 32 | **Viewing Factor Tables** | ||
| 33 | |||
| 34 | **Other Menu** Select “**Factors**” | ||
| 35 | |||
| 36 | [[image:Factor Tables_html_c0986ee2d4113cff.png||height="199" width="155"]] | ||
| 37 | |||
| 38 | A list of previously loaded factor tables will appear. | ||
| 39 | \\ | ||
| 40 | |||
| 41 | [[image:Factor Tables_html_1bd8257c91bab869.png||height="152" width="630"]] | ||
| 42 | |||
| 43 | Select the __view__ hyperlink to view the factors. | ||
| 44 | |||
| 45 | |||
| 46 | [[image:Factor Tables_html_a939c8d204c10b5d.png||height="153" width="630"]] | ||
| 47 | |||
| 48 | **Adding a New Factor Table** | ||
| 49 | |||
| 50 | There are two steps to creating a new factor table. | ||
| 51 | |||
| 52 | **Other Menu** Select “**Factor Types**” | ||
| 53 | |||
| 54 | [[image:Factor Tables_html_f0db6a8f3cc6f6cb.png||height="259" width="208"]] | ||
| 55 | |||
| 56 | |||
| 57 | Click on the “**Add a new row**” field. | ||
| 58 | |||
| 59 | [[image:Factor Tables_html_a0505b64503300e4.png||height="17" width="153"]] | ||
| 60 | |||
| 61 | Populate the new factor type name. | ||
| 62 | |||
| 63 | [[image:Factor Tables_html_d9fea3f933335d5e.png||height="65" width="630"]] | ||
| 64 | |||
| 65 | **Save** Press the “**Update**” button and “**Save**” button. | ||
| 66 | |||
| 67 | **Other Menu** Select “**Factors**” | ||
| 68 | |||
| 69 | [[image:Factor Tables_html_e3e7547878032e4b.png||height="263" width="209"]] | ||
| 70 | |||
| 71 | Click on the “**Add a new row**” field. | ||
| 72 | |||
| 73 | [[image:Factor Tables_html_629329933db411a7.png||height="50" width="211"]] | ||
| 74 | |||
| 75 | Populate the “Type” from the drop down selection. “Description” is a free text field, but it is advisable that this is the same or similar to the “Type” name as this is the table name that will appear on the Benefits screen. | ||
| 76 | |||
| 77 | [[image:Factor Tables_html_139832a23f9ee4a5.png||height="64" width="630"]] | ||
| 78 | |||
| 79 | **Save** Press the “**Update**” button and “**Save**” button. | ||
| 80 | |||
| 81 | Select the __view__ hyperlink to view and edit the factor table. | ||
| 82 | |||
| 83 | [[image:Factor Tables_html_bc3d8b96e1447fa7.gif||alt="Shape1"]] [[image:Factor Tables_html_810d06bccf464dbc.png||height="43" width="630"]] | ||
| 84 | |||
| 85 | Click on the “**Add a new row**” field. | ||
| 86 | |||
| 87 | [[image:Factor Tables_html_629329933db411a7.png||height="50" width="211"]] | ||
| 88 | |||
| 89 | Add a row for each scale level. | ||
| 90 | |||
| 91 | [[image:Factor Tables_html_a939c8d204c10b5d.png||height="153" width="630"]] | ||
| 92 | |||
| 93 | **Save** Press the “**Update**” button and “**Save**” button. | ||
| 94 | |||
| 95 | **Note** The Gender and service fields are used IF there are different factors applicable for these variances, but are not mandatory. | ||
| 96 | |||
| 97 | |||
| 98 | |||
| 99 | |||
| 100 | |||
| 101 | **Interpolation** | ||
| 102 | |||
| 103 | If the factors must be interpolated, i.e. converted to monthly age bands, you can add rows for the annual age bands and then submit an Issue Log to the consultant to run an interpolation script. | ||
| 104 | |||
| 105 | An example of annual age bands is below: | ||
| 106 | |||
| 107 | [[image:Factor Tables_html_6dc61191569d05e6.png||height="66" width="630"]] |