How To add Retirement Fund

When adding a retirement company contribution the user will need to add a retirement fund

On the Navigation pane:

Expand: Parameters

Expand: Payroll

Double Click on : Retirement Fund

Here you will have the existing retirement funds. To add a new one:

Click: New (top right corner)

Fill in the fields as per descriptions:


Under contribution type, select appropriate type:


Under Fund Definition, select appropriate definition:

Once all the fields have been filled in click save.


On the Navigation pane:

Expand: Parameters

Expand: Payroll

Double Click on : Company Retirement Fund


Link the fund to the correct Company.


This fund will need to be linked to the Company Contribution Definition.


On the Navigation pane:

Expand: Company Management

Expand: Payroll Definitions

Double Click on : Company Contributions

Complete linking by select the fund under Company Retirement Fund:

Once you are happy with the linking, click save.