Compendia spreadsheet interfaces User Instructions · spreadsheet to move between the tabs. There will hopefully be very few occasions when you need to delete data previously sent

Compendia spreadsheet interfaces

User Instructions January 2015

Uncontrolled if printed

Version 2.0 Effective Date 01/04/2015

Owner Matt McNally Review Date 01/04/2016

PROTECT Page 2 of 50

Contents

Contacts .......................................................................................................... 4

1 Introduction ........................................................................................... 5

2 General information .............................................................................. 6

Naming conventions ............................................................................. 6

Required data, tabs, mandatory data and deleting data ....................... 6

Field lengths ......................................................................................... 7

Other error messages ........................................................................... 7

Secure data handling ............................................................................ 7

Lesser used tabs .................................................................................. 7

Specific employer fields ........................................................................ 8

alpha …………………………………………………………………………8

The basic set ................................................................................................... 9

Basic details - new members ................................................................ 9

Basic details - existing members ........................................................ 11

3 The service history ............................................................................. 14

Service history codes for end reasons ................................................ 16

4 The pay history (nuvos) ...................................................................... 17

5 The pay history (alpha) ....................................................................... 19

6 nuvos and alpha pensionable earnings .............................................. 21

Assumed pay ...................................................................................... 21

Reduced Pay ...................................................................................... 21

Non-cash benefits ............................................................................... 21

7 The pay history (premium and classic plus) ....................................... 23

8 The pay history (classic) ..................................................................... 25

9 The pay history (Partnership) ............................................................. 27

10 Added pension .................................................................................... 29

Part 1 PCSPS sections ....................................................................... 29





alpha scheme ..................................................................................... 29

Members moved into alpha with part 1 PCSPS added pension ......... 29

11 Addresses........................................................................................... 30

The office address .............................................................................. 30

The home address .............................................................................. 30

12 The salary details ............................................................................... 32

13 Pensionable allowances ..................................................................... 34

14 Pensionable bonuses ......................................................................... 36

15 WPS rate history ................................................................................. 38

16 The part time hours ............................................................................ 39

17 Short time hours ................................................................................. 40

Short Time Hours (Singular) ............................................................... 40

Short Time Hours (Accumulated) ........................................................ 40

18 Compendia codes input template ....................................................... 41

Allowance codes ................................................................................. 41

Bonus codes ....................................................................................... 42

Grade codes ....................................................................................... 42

Location codes.................................................................................... 42

Appendices ................................................................................................... 44

Appendix I ..................................................................................................... 45

Start Code – FOR USE ON SERVICE HISTORY TAB ....................... 45

Appendix II .................................................................................................... 46

Appendix III ................................................................................................... 49

SCHEME CATEGORY- FOR USE ON SERVICE HISTORY TAB ..... 49

Appendix IV ................................................................................................... 50

STATUS CODES- FOR USE ON SERVICE HISTORY TAB .............. 50





Contacts

Version history

Version Date Author Notes

1.5 December 2013 MyCSP System Team

2.0 January 2015 Matt McNally

Giles Dennis

Moved into MyCSP template and adopted MyCSP house styles (untracked)

Global change of PenServer to Compendia

Corrected capitalisation of PCSPS section names (untracked)

Correction of random capitalisation (untracked)

Changes for 2015





1 Introduction

This document is produced by My Civil Service Pension (System Support Team).

The Compendia Member Input Template and the Compendia Codes Input Template are produced by Equiniti Claybrook.

References to contacting the System Support Team relate to the following email address [email protected] which is monitored throughout business days and accepts encrypted interface files.

Please clearly state which PSC you are intending to contact from the list below:

Liverpool PSC

Newcastle PSC

Cheadle Hulme PSC

Other points of contact are:

MyCSP Contact Centre [email protected] 08450 000 012

Further information on pensions can be obtained from:

http://civilservicepensionscheme.org.uk

mailto:[email protected]

mailto:[email protected]





2 General information

Naming conventions

At the end of each pay period the Compendia Member Input Template should be copied and

renamed to ppppnnn.xls where the pppp is your Paypoint Code and the nnn is a sequential

number.

Discuss the requirement with the System Support Team if you are unsure of your Paypoint

Code or where to start your sequence number from, however this would normally be 001.

For the Compendia Codes Input Template, copy and save as ppppcodes, again where pppp

is your Paypoint Code.

You will need to agree any codes with the System Support Team to ensure they are in the

correct format to be accepted by Compendia.

For payroll interfaces that are currently being built these have probably already been agreed.

Required data, tabs, mandatory data and deleting data

Each Compendia Member Input Template supplied should only contain new information for

new joiners or changes to data held on the Compendia database for existing members.

When submitting changes for existing members, mandatory fields on the worksheet “Basic

Details Existing Members” should always be populated, even if the mandatory fields have

not changed. Once this data has been supplied there is no requirement to supply this again.

Therefore the next month should not contain any of the information received the previous

month.

Please do not amend the order of the tabs or of any of the columns as this will result in the

import to Compendia failing. You can however adjust the column width.

Mandatory fields are highlighted in Gold to assist you, although MyCSP requires more than

just the mandatory fields to ensure accurate pension benefits are produced. All required data

is detailed under the specific tab heading in this document.

If you cannot see all the tabs you will need to use the arrow buttons in the bottom left of the

spreadsheet to move between the tabs.

There will hopefully be very few occasions when you need to delete data previously sent to

MyCSP, however if this need arises please do not do this through the spreadsheet as it

could result in duplicate entries instead of removal of the incorrect data. To delete data

please contact the System Support Team.





Field lengths

If you attempt to enter a piece of text or a number that is too long for the interface to work

correctly, the spreadsheet will stop you and present you with an error message. This is to

ensure that when it is converted for the System Support Team to import, the data will all be

in correct format, allowing Compendia to interface the data.

Other error messages

Other error messages may appear and they are to ensure you are entering data that

Compendia can import, like in a field where only certain entries are allowed; for example

Marital Status.

When you see error messages please review your input. Please contact the System Support

Team if you are truly confident that what you are entering should be interfaced to

Compendia.

You may need to remove write-protection from the two spreadsheets, please contact the

System Support Team if you have any problems.

Secure data handling

The method you choose to send the completed spreadsheets to the System Support Team

must be agreed before sending due to the sensitive nature of the data being transferred.

You should not purchase any encryption software which may be incompatible with MyCSP

systems.

EPN203 from January 2008 stated: “The data should be encrypted to AES 256 bit standard

and protected by complex password. The data should be transported by secure courier

using a tracked service.”

Lesser used tabs

There are five tabs within the Excel workbook that are not described in this document. They

are the AVC History, the Beneficiary Details, the Event Details the Other Benefits and





Remarks. These tabs are used infrequently as an interface method and if they are deemed

relevant to your organisation further guidance will be issued. These items are normally

populated manually by MyCSP on behalf of the member or Cabinet Office.

Specific employer fields Several areas of this document contain references to various columns, and the values of those columns, as “For use by specific employers only”.

If you are one of those specific employers, MyCSP will have supplied you with a separate guidance sheet. If you have not been provided with this guidance sheet, these fields do not apply to you, and you do not need to worry about supplying MyCSP with this data

alpha Changes to the Public Service Pension arrangements in 2015 have introduced a new scheme. This scheme is similar to the nuvos section of the PCSPS.

Most members of the existing scheme will be moved into alpha. Most will be moved on 01/04/2015 but some will move after that date (at the end of a tapering period). The rest will remain in the existing scheme until a future date, or until retirement. Those members who do join alpha from the existing Scheme will retain a semi-active status in the previous scheme.

Employers who are moving members into alpha should do so by submitting a Service History record on the Service History tab with a Start Reason code of ‘T’ (Transition) and a Start Date of the Transition date. If a member has an Ill-health Retirement Application in progress at the time of the Transition Date, then the record should not be submitted until the results of that application are known. They should only then be sent if the results of that application are unsuccessful. The record will trigger a process that will close the previous Service History details and any WPS Contribution contracts that are open in the old Scheme. However, arrears contributions to those old WPS Contribution contracts will still be processed.

If an individual re-joins the new Scheme within five years of their previous period of service then it is possible for the EPA contract from the previous period of service to be restarted.





The basic set

A basic set on Compendia must always be present for all members, otherwise data from

other sets will not import. It holds key and personal information. All basic set changes should

be sent, so that pension benefits can be updated on Compendia as necessary.

The Basic Details ‘New Members’ tab should be completed and sent where you believe the

member is not on Compendia e.g. a new starter or where no previous notification of a

member’s employment has been communicated in any form.

The Basic Details ‘Existing Members’ should only be sent where there is a change to an

existing Compendia member, for example change to marital status, surname or the

correction of bank details.

Relative tabs on Compendia Member Input Template: Basic Details New Members & Basic

Details Existing Members.

Basic details - new members

The mandatory fields are:

Field Notes

NI Number Always in upper case

Always nine characters

Never blank

Never a temporary number (HMRC rules)

Never contain any other characters such as question mark

Payroll Number Such as MODX/987654F

If the number is longer than 12 characters contact the System Support Team for advice

Should ideally lead with your paypoint code to help ensure the number is unique.

Surname The members’ legal surname.

Name1 The first name or initial.

Title One of:

Mr,

Mrs,

Miss,

Ms,

Dr or

Rev.

Sex Choose either Male or Female

If gender reassignment please contact the System Support Team for advice.





Field Notes

Marital Status One of:

S - Single

M - Married

D - Divorced

W - Widowed

U - Unknown

P - Civil Partner

X - Ex Civil Partner

Date of Birth In the format DD/MM/YYYY

In addition MyCSP treat the following fields as mandatory fields for administration purposes

(contact the System Support Team if you wish for an exception to a field here):

Field Notes

Name2 and Name3

Where the member has middle name(s).

Use full names or initials

Employer The employer code (contact the System Support Team if you are unsure of what your code is).

Paypoint The paypoint code (contact the System Support Team if you are unsure of what your code is).

Location The location code must be relevant to a code that sits on the location code table. Please see the code instructions at the back of this guide for more details.

Date First Joined CS

Must be in format DD/MM/YYYY

The date the member joined the Civil Service, regardless of whether they joined a pension scheme.

The remaining non-mandatory fields are:

Field Notes

Ill-health Exclusion

No longer used, please leave blank.

Other Name Usually either a maiden name or nick name. Most employers choose not to supply this data.

Spouse Date of Birth

This is only necessary in a small number of cases and most employers choose not to supply this data.

NRD Override The notional retirement date override is used in special circumstances and most employers choose not to supply this data via override.

Age Evidence For confirmation that a birth certificate has been received. Most employers choose not to supply this data and leave the confirmation to MyCSP.

Decoration MBE’s, CBE’s, OBE’s and such should be put in this field.

Date marriage ceased

For divorced members this is the date of the decree absolute

For widowed members this is the date of the death of their spouse

For all other marital statuses this field should be left blank

Bank Sort Code The bank sort code.

A/C Number The bank account number.





Field Notes

Account Type Relevant if person has a building society roll number.

Multiple Appt Ind

Please leave blank

If you have any employees in concurrent employment contact the System Support Team for special instructions.

Contractual Rtmt Date

The contractual retirement date is only necessary if the employee has special rights to take his or her pension earlier than other members of the scheme.

Bldg Soc Roll No

The building society roll number.

Cabinet Office Approval Ind

For use by specific employers only

EPA Restart Ind Null – No instruction A – Restart EPA

B – For use by specific employers only.

EPA Restart Date

EPA Restart Date

Basic details - existing members


Field Notes

NI Number Always in upper case

Always 9 characters

Never blank

Never a temporary number (HMRC rules)

Never contain any other characters such as question mark

Payroll Number Such as MODX/987654F

If the number is longer than 12 characters contact the System Support Team for advice

Should ideally lead with your paypoint code to help ensure the number is unique.

Surname The member’s legal surname.

Name1 The first name or initial.

Title One of:

Mr,

Mrs,

Miss,

Ms,

Dr or

Rev.

Sex Choose either Male or Female

If gender reassignment please contact the System Support Team for advice.





Field Notes

Marital Status One of:

S- Single

M- Married

D- Divorced

W- Widowed

U- Unknown

P- Civil Partner

X- Ex Civil Partner

Date of Birth In the format DD/MM/YYYY


In addition MyCSP treat the following fields as mandatory fields for administration purposes

(contact the System Support Team if you wish for an exception to a field here):

Field Notes

Name2 and Name3

Where the member has middle name(s).

Use full names or initials


Location The location code must be relevant to a code that sits on the location code table. Please see the code instructions at the back of this guide for more details.

Date First Joined CS

Must be in format DD/MM/YYYY

The date the member joined the Civil Service, regardless of whether they joined a pension scheme.

This must match the NI number previously supplied in the basic set.

If attempting to correct a NI number, please make sure the payroll number is entered and

exactly matches that previously sent. This will ensure Compendia is able to find and update

the correct member.

To amend any other basic set fields for an existing member please use the guidance for

Basic Details - New Members.

The following fields are not mandatory, but have been introduced as part of the 2015 alpha

scheme:

Field Notes

Cabinet Office Approval Ind

For use by specific employers only

EPA Restart Ind Null – No instruction A – Restart EPA B – For use by specific employers only

EPA Restart Date

EPA Restart Date





The following fields are not mandatory:

Field Notes

Ill-health Exclusion

No longer used, please leave blank.

Other Name Usually either a maiden name or nick name. Most employers choose not to supply this data.

Spouse Date of Birth

This is only necessary in a small number of cases and most employers choose not to supply this data.

NRD Override The notional retirement date override is used in special circumstances and most employers choose not to supply this data via override.

Age Evidence For confirmation that a birth certificate has been received. Most employers choose not to supply this data and leave the confirmation to MyCSP.

Decoration MBE’s, CBE’s, OBE’s and such should be put in this field.

Date marriage ceased

For divorced members this is the date of the decree absolute

For widowed members this is the date of the death of their spouse

For all other marital statuses this field should be left blank

Bank Sort Code The bank sort code.

A/C Number The bank account number.

Account Type Relevant if person has a building society roll number.

Multiple Appt Ind

Please leave blank

If you have any employees in concurrent employment contact the System Support Team for special instructions.

Contractual Rtmt Date

The contractual retirement date is only necessary if the employee has special rights to take his or her pension earlier than other members of the scheme.

Bldg Soc Roll No

The building society roll number.





3 The service history

The service history set on Compendia is a key set for all schemes.

it holds key information about which pension scheme a person has joined

it is used to calculate reckonable and qualifying service

it records all breaks of service that impact of pension benefits, including unpaid

leave, maternity leave and unpaid and half-paid sick leave

it is used to determine the current status of a member in selection for Annual Benefit

Statements

it is used to select members for the nuvos and alpha year end process

it is also used during the calculations for the Civil Service Compensation Scheme,

Injury Benefit Scheme and Transfer Values cases.

Please note that following Pensions Reform it is no longer necessary to inform us that a new

employee is casually employed. These people should show as active members (see the

Service History Crib Sheet) if they are part of the premium or nuvos pension schemes.

Relative tab on Compendia Member Input Template: Service History, Service History Crib

Sheet

The Service History Crib Sheet has been updated with common CSO Scheme Categories,

but should not be considered an exhaustive list.

See Appendix II for an example of how to move members into alpha


Field Notes

NI Number Must match the NI number supplied in the basic details tab.

Start Date Must be completed in format DD/MM/YYYY.

For a new joiner this must be the first day the member was employed from.

For an absence, this must be the first full day that the member was absent on less than full pay.

For a return from an absence (RB), this must be the first day that the member returns to fully paid employment.





Field Notes

Start Reason The first reason for a service history entry is normally always a new joiner- code N as shown in the Service History crib sheet tab.

Absence codes are also shown in this tab.

The specific type of special unpaid leave is not usually necessary so don’t worry if the reason (Study Leave etc.) isn’t available to you, please just enter the generic special unpaid leave code LN

As part of the 2015 alpha scheme, new Start Reasons have been added to the Service History crib sheet for:

'AF - Adoption Leave (Full Pay)', 'PF - Paternity Leave (Full Pay)', 'T - Transition to alpha'

For a full list of start reasons, see Appendix I below

Scheme If a member’s eligible for alpha (even if opted out), this should be set to CSO. For PCSPS members this should always be set to PCS. For any other schemes please seek clarification from the System Support Team.

Scheme Category

The scheme category is used to define the correct reckonability / qualifying category.

Status The status is frequently used by Compendia to locate persons on breaks and when in a Fixed Term Appointment.

The status must correspond with the start reason shown in the service history crib sheet tab.


The following fields have been introduced as part of the 2015 alpha scheme:

Field Notes

Assumed Pay Code

Values should be set to: ‘Null’ Normal ‘A’ Assumed Pay ‘R’ Reduced Pay Values should be sent on every record while the setting applies.

EPA Suspension Code

Values should be set to: ‘Null’ EPA not suspended ‘A’ EPA suspended (assumed pay) ‘D’ – For use by specific employers only ‘E’ – For use by specific employers only ‘G’ – For use by specific employers only

Values should be sent on every record while the setting applies.

AP Suspension Code

‘Null’ AP not suspended ‘A’ AP suspended (assumed pay) Values should be sent on every record while the setting applies This applies to alpha only.

The following fields are not mandatory and are only required on termination of an employee:





Field Notes

End Date Must be in format DD/MM/YYYY.

The end date, last day in service (LDS), is only to be sent if the person has terminated and must be attached to the last known entry in the Compendia service history set.

It can often be difficult for an employer to know the last service history entry so Claybrook have devised the following approach:

Start Date field= Enter the LDS.

NI Number = NINO in a format as described.

Start Reason=ZZ,

Scheme = CSO if alpha member; PCS if PCSPS member.

Scheme Category=C, P or P2; A for alpha – see Appendix III for a full list of categories

Status=A,

End Date= LDS (same as the Start date.)

End Reason The end reason would be one of those on the service history codes for end reasons table.

Service history codes for end reasons

End Reason Description End Reason Code

Retirement with Pension 3

End of Contract 4

Resignation 5

Secondment 6

Death 7

Redundancy 9

Dismissal 10

Preserved Pension on Transfer Rights 11

Approved Early Retirement 18

Premature Retirement for Inefficiency 20

Retirement on Grounds of Ill-health 21

Transition to alpha 46





4 The pay history (nuvos)

In relation to members of the nuvos scheme, the pay history set is the most important. It holds vital information of pensionable earnings, which are used to determine the member’s pension ‘pot’ on a yearly basis. It also holds details of any added pension contributions bought on either a member only or member and spouse basis. Contributions to the pension scheme and contracted-out data are also held in this set.

Contracted out earnings should contain the earnings on which national insurance contributions are paid at the contracted out rate. The method of calculating these earnings can be found on the HMRC website. Employers should ensure they keep themselves up to date with current taxation policy.

Relative tab on Compendia Member Input Template: Pay History

The mandatory fields (specifically for nuvos members) are:

Field Notes


Start Date Must always be in format 01/04/YYYY, even if the member joined at a later date.

Period Number From June 30th 2007, for new starters the service period number (SPN) should be 1.

For subsequent periods of employment the SPN should increment by 1. E.g. if the member started on 15/08/2007, terminated on 30/12/2007, then re-joined 22/01/2008 the SPN would be 2 for the re-joined period. Once a new financial year starts 01/04/YYYY, the SPN should revert back to 1.

If the member does not leave, the SPN should remain at 1.

End Date For continuous monthly updates the end date should be the last calendar day of the month of the pay period supplied, or the members last day of service if terminating during that period. The last date of any full scheme year is 31/03/YYYY.



Total CO Earnings

Contracted Out Earnings.

Scheme For PCSPS this will always be PCS – For any other scheme please contact the System Support Team.

Scheme Conts The cumulative total-to-date figure of nuvos pension contributions relevant to the service period number and the period between start and end dates in this tab.

Earnings* (see following page for help)

The cumulative total-to-date figure of nuvos pensionable earnings relevant to the service period number and the period between start and end dates in this tab. See the following page for assistance.

The following fields are not mandatory but must be supplied if the member takes out an added pension contract:

Field Notes





Field Notes

Added Pension AVC’s - (For Member and Spouse)

The cumulative total-to-date figure of any added pension contributions paid by the member relevant to the SPN and the period between start and end dates in this tab.

Added Pension AVC - (For Member Only)

The cumulative total-to-date figure of any added pension contributions paid by the member relevant to the SPN and the period between start and end dates in this tab.

The following fields are not mandatory but MyCSP prefer to hold the data if known:

Field Notes

NI Category Usually D for most members.

Cat’y E CO Earnings

The total contracted-out earnings for employees with NI Category E.

The following fields are not required for nuvos and must not be entered:

WPS Contributions

Added Years Contributions

Money Purchase Conts

GNI Conts

Added Years Family Benefit Conts

Pre 78/88 WPS Conts

Employer Conts (P’ship)

Employee Conts (P’ship)





5 The pay history (alpha)

The pay history holds information on pensionable earnings, which are used to determine the member’s pension ‘pot’ on a yearly basis. It also holds details of any added pension contributions bought on either a member only or member and spouse basis. Contributions to the pension scheme and contracted-out data are also held in this set.

Contracted out earnings should contain the earnings on which national insurance contributions are paid at the contracted out rate. The method of calculating these earnings can be found on the HMRC website. Employers should ensure they keep themselves up to date with current taxation policy.


The mandatory fields (specifically for alpha members) are:

Field Notes






End Date For continuous monthly updates the end date should be the last calendar day of the month of the pay period supplied, or the members last day of service if terminating during that period. The last date of any full scheme year is 31/03/YYYY.



Total CO Earnings

Contracted Out Earnings

Scheme ‘CSO’ = Eligible for alpha (even if opted out) (NOTE use CSO if in alpha even if some Contributions relate to the previous scheme)

Scheme Conts Total scheme contributions for alpha

Earnings* (see following page for help)

The cumulative total-to-date figure of alpha pensionable earnings relevant to the service period number and the period between start and end dates in this tab.

The following fields are not mandatory but must be supplied if the member takes out an alpha added pension or EPA contract:





Field Notes

Added Pensions AVC - alpha

The cumulative total-to-date figure of any recurring payment Added Pension AVC Contributions (Normal Member and Spouse/Partner terms) for alpha

(Excluding any Lump sum or employer payments).

Added Pensions AVC - alpha (Member only)

The cumulative total-to-date figure of any

Recurring payment Added Pension AVC Contributions (Member only terms) for alpha. (Excluding any Lump sum or employer payments).

EPA AVC Recurring payment EPA AVC Contributions. Year to date ‘recurring payment’ contributions only.

EPA Employee Contribution Rate

EPA Employee Contribution Percentage. Required when submitting contributions for an EPA

The following fields are not mandatory but MyCSP prefer to hold the data if known:

Field Notes




The following fields are for specific employers only:

Field Notes

Filler1 For use by specific employers only




The following fields are not required for alpha and must not be entered.

WPS Contributions



GNI Conts


Pre 78/88 WPS Conts







6 nuvos and alpha pensionable earnings

The EARNINGS Field should be supplied for nuvos and alpha and holds the actual pensionable earnings paid to the member in the year-to-date. The pensionable earnings should reflect the actual earnings at the date payment was made and not at the date earned as, for example, following a retrospective pay award. No attempt should be made to adjust a previous year’s figure even if the member has subsequently left. It is possible that earnings are reported in the deduction year after employment has ceased (Reference Section 4.11 Payroll Year End Processing). For part-timers, actual earnings rather than notional full-time equivalent earnings are required.

Assumed pay

In certain circumstances, employees may receive a reduced rate of pay or no pay but pensionable earnings remain at the rate that would have applied if these circumstances had not happened. Assumed Pay contributions may be on assumed or actual pay as appropriate. Where a member with an EPA goes on assumed pay they have the option to suspend contributions. Payrolls will need to provide details of the start and end of such periods. This is essentially a subset of the data required under assumed pay above. In order to validate the contributions deducted against those expected, additional information for members on assumed pay will be required. This will consist of the type of assumed pay, whether contributions are suspended and the rate of actual pay on which contributions are based.

Reduced Pay

Reduced pay is a subset of assumed pay. These are the absence types listed as Level 1 in Appendix 1 below. Note that for these absence types the reduced pay could be the same as the assumed pay, but both are required and the assumed pay code should be set to ‘R’.

Non-cash benefits

Non-cash benefits, such as the provision of uniforms, which are deemed pensionable, are given a value which is taken into account when calculating pension benefits. This value must be incorporated in the figure for pensionable earnings. Please note that employers must have obtained CSP approval for any non-cash benefits which they wish to be pensionable.

Example

The value of uniforms which are granted on a pensionable basis is deemed to be 2% of basic pay (pensionable earnings are therefore 102% of basic pay, plus any other pensionable allowances).

Note

The most common reason for assumed pay will be members on half paid sick leave and statutory maternity pay.





If you are unsure what figure to use when populating the earnings field in the pay history tab, as a general rule, the member’s pensionable earnings should be based on the figure used to calculate the employers ASLCs.





7 The pay history (premium and classic plus)

In relation to members of the premium and classic plus schemes, the pay history set on Compendia holds information on contributions to the schemes and contracted-out data. It is mainly used to provide refunds of contributions under certain termination of employment, before or at pension age as well as other technical functions. Noted fields are specific to premium and classic plus.

Relative tab on Compendia Member Input Template: Pay History.

The mandatory fields for premium and classic plus members are:

Field Notes

NI Number Must match the NI Number supplied in the basic details tab.





End Date For continuous monthly updates the end date should be the last calendar day of the month of the pay period supplied, or the members last day of service if terminating during that period. The last period of any scheme year is always 31.03.YYYY.



Total CO Earnings

Contracted Out Earnings.


Scheme Conts The cumulative total-to-date figure of premium pension contributions relevant to the service period number and the period between start and end dates in this tab.

The following fields are not mandatory but must be supplied if the member takes out any added years, added pension or money purchase contracts:

Field Notes


The cumulative total-to-date figure of any added years contributions paid by the member, relevant to the SPN and the period between start and end dates in this tab.


The cumulative total-to-date figure of any money purchase contributions paid by the member, relevant to the SPN and the period between start and end dates in this tab.

Added Pension AVC’s (Member & Spouse)

The cumulative total-to-date figure of any added pension contributions paid by the member, relevant to the SPN and the period between start and end dates in this tab.





The following fields are not mandatory but can be completed for information purposes:

Field Notes




The following are not required for premium & classic plus and must not be entered:

WPS Contributions

Added Pension AVC (Member Only)

GNI Conts


Pre 78/88 WPS Conts







8 The pay history (classic)

In relation to members of the classic scheme, the pay history set on Compendia holds information on contributions to the Widows Pension Scheme and contracted-out data. It is mainly used to provide refunds of contributions under certain circumstances on termination of employment, before or at pension age as well as other technical functions. Noted fields are specific to the classic scheme.


The mandatory fields for classic members are:

Field Notes








Total CO Earnings

The total contracted-out earnings between lower and upper earnings limits, relevant to the service period number and the period between start and end dates in this tab.

WPS Contributions

The cumulative total-to-date figure of any classic WPS (Widows Pension Scheme) contributions relevant to the SPN and the period between start and end dates in this tab.


The following fields are not mandatory but must be supplied if the member takes out any added years, added pension or money purchase contracts:

Field Notes


The cumulative total-to-date figure of any added years contributions paid by the member, relevant to the SPN and the period between start and end dates in this tab.


The cumulative total-to-date figure of any money purchase contributions paid by the member, relevant to the SPN and the period between start and end dates in this tab.





Field Notes

Added Pension AVC’s (Member & Spouse)

The cumulative total-to-date figure of any added pension contributions paid by the member, relevant to the SPN and the period between start and end dates in this tab.

The following fields are not mandatory but can be completed for information purposes.

Field Notes




The following are not required for classic members and must not be entered:

GNI Conts

Pre 78/88 WPS Conts









9 The pay history (Partnership)

In relation to members of the Partnership scheme, the pay history set on Compendia holds information on contributions to the scheme and contracted-out data. It is mainly used to provide refunds of contributions under certain circumstances on termination of employment, before or at pension age as well as other technical functions. Noted fields are specific to the Partnership scheme.


The mandatory fields for Partnership members are:

Field Notes

NI Number Must match the NI Number supplied in the basic details tab.








Scheme For partnership this will always be PCS, even when date of joining is on or after 1 April 2015.


The cumulative total-to-date figure of the employer’s contribution towards the employees Partnership pension fund relevant to the service period number and the period between start and end dates used in this tab.


The cumulative total-to-date figure of the employee’s Partnership contributions, relevant to the service period number and the period between start and end dates used in this tab.

The following fields are not mandatory but can be completed for information purpose.

Field Notes

NI Category The National Insurance category of the member

Usually C for Partnership members

The following fields are not required for Partnership and therefore must not be entered:

Total CO Earnings





WPS Contributions



GNI Conts



Pre 78/88 WPS Conts

Scheme Conts

Earnings

Added Pension AVC’s






10 Added pension

Added pension can be purchased by lump sum and by additional voluntary contribution (AVC). Purchase by lump sum should not be reported via the interface and there is an alternative way of reporting this (please contact your pensions manager for more details). Added pension by AVC must be reported by the interface in the pay history.

Added pension can be for member-only benefits or for family and member benefits. Not all members have a choice and at the time of writing (Winter 2015) only nuvos and alpha members can access member-only benefits and all scheme members (excluding Partnership) can access family and member benefits. Further details on added pension can be found on the Cabinet Office website.

Part 1 PCSPS sections

If a member is purchasing part 1 PCSPS added pension for member-only benefits the Added Pension AVC - (For Member Only) column must be entered. If they are purchasing added pension for themselves plus their family, the contributions must be reported in the Added Pension AVCs column. If the contributions are not reported in-year, in the same way as pensionable earnings are needed each year, then the added pension will not build up correctly.

alpha scheme

For members purchasing alpha added pension, new columns have been added to the Pay History tab. When the member is paying alpha added pension contributions for Member only, complete the Added Pension AVC – Alpha (Member Only) column. When the member is paying alpha added pension for member and spouse the Added Pension AVC – alpha column should be completed.

Members moved into alpha with part 1 PCSPS added pension

Members of alpha who have moved over from part 1 PCSPS with a pre-existing part 1 added pension contract, should continue to report the contributions for this contract using the Added Pension AVC – (For Member Only) or Added Pension AVCs columns.





11 Addresses

An accurate office address is required to ensure all correspondence reaches the recipient. The home address is only required at termination. Please supply as much information as possible. All address line columns are restricted to 30 characters.

Relative tab on Compendia Member Input Template: Office Address, Home Address.

The office address


Field Notes


Address Line 1 The first line of the members address.

The non-mandatory fields are:

Field Notes

Address Line 2 The second line of the members office address.

Address Line 3 The third line of the members office address.

Address Line 4 The fourth line of the members office address.

Address Line 5 The fifth line of the members office address.

Postcode The postcode of the members office address.

For countries with no postal code, this is not required.

Country The country of the members office address where not within the United Kingdom.

Addressee Name

The members name can be entered here; however it is not a requirement.

Tel No 1 The members office telephone number, however it is not a requirement.

Tel No 2 The members secondary telephone number, however it is not a requirement.

Effective Date Must be in format DD/MM/YYYY.

Mail Sort Code Please leave blank.

Email Address The member’s office email address.

The home address


Field Notes


Address Line 1 The first line of the member’s address.

The non-mandatory fields are:





Field Notes

Address Line 2 The second line of the member’s home address.

Address Line 3 The third line of the member’s home address.

Address Line 4 The fourth line of the member’s home address.

Address Line 5 The fifth line of the member’s home address.

Postcode The postcode of the member’s home address.

For countries with no postal code, this is not required.

Country The country of the member’s home address where not within the United Kingdom.

Addressee Name

The member’s name can be entered here; however it is not a requirement.

Tel No 1 The member’s home telephone number, however it is not a requirement.

Tel No 2 The member’s secondary telephone number, however it is not a requirement.

Effective Date Must be in format DD/MM/YYYY.

Mail Sort Code Please leave blank.

Email Address The members home email address.





12 The salary details

The salary history set on Compendia is required for the calculation of pensionable pay; therefore a member’s complete annual salary history is required.

Relative tab on Compendia Member Input Template: Salary Details


Field Notes


Salary Start Date

Must be in format DD/MM/YYYY.

The date the salary started from such as the start of employment, date of a pay award or promotion.

Employer

The employer code (contact the System Support Team if you are unsure of what your code is).


Notional Pay The ANNUAL salary rate.

For part-time employees this must still be the full time equivalent rate of pay.

There should be no requirement to amend the salary except to show any increases or decreases (rare). Salaries at a zero rate must not be passed through.

If you send through a zero rate to show unpaid absences or for any other reasons you will be required to remove it. (Non-reckonable absences must be reported in the service history Tab).

If the employee is receiving half paid sick leave, the notional pay rate remains at the full annual salary rate.

If the employee is receiving sick pay at pension rate, the notional pay remains at the full salary rate.

Actual Pay For a part-timer and Contract Type 5 or 6 enter actual pay otherwise it will be the same as notional pay.

The following fields are not mandatory but should be sent for information purposes.

Field Notes

Contract Choose one of the following

M- Monthly

W- Weekly

5- 5 day week

6- 6 day week

End Date Please leave blank

Substantive Grade

The grade code used here should also be on the grade codes table (see the codes table guidance at the end of this document).

Grades are very useful for administration purposes especially when trying to recognise an employee who is in receipt of a 2% uniform uplift.

Salary / Wage Flag

S-Salary

W-Wage





Field Notes

Actual London Weighting

Please leave blank

Actual Mark Time

Please leave blank

Reduced Actual Pay

Always when on Reduced pay (Service History tab Assumed Pay Code set to ‘R’)





13 Pensionable allowances

The allowance history set on Compendia is required for the calculation of pensionable pay.

All pensionable regular allowances must be sent to the allowance history, recorded as a notional annual figure, with a start date. The start date is the date from which the allowance was earned (not paid).

Should an allowance increase, a further record must be sent to us indicating the effective date of the new rate of allowance. An end to the previous allowance is not necessary as the same allowance code would be used. There are two ways to end a regular pensionable allowance, when the allowance has stopped:

After payment has ended the allowance can be resent as it was originally, but this time add an end date of the last day the allowance was effective for. Or;

After payment has ended a new allowance line can be sent through with the same allowance code, effective on the day after the allowance was ended, with an allowance rate containing zeros.

Pensionable bonus payments where the effective date is not known are reported in the allowance history as spread bonuses. The total amounts paid are provided and these are deemed to have been allocated equally over a period of time (generally a short period of time), and thus start and end dates must be supplied simultaneously.

All allowances and spread bonuses must have an associated code. These codes must first be recorded on the allowance codes tab on the Compendia Codes Input Template.

Relative tab on Compendia Member Input Template: Pensionable Allowance.


Field Notes


Start Date Must be in format DD/MM/YYYY.



Allowance Code The allowance code must be relevant to a code that sits on the allowance code table.

For calculation purposes the allowance code determines whether entries are regular allowances or spread bonuses.

Allowance Rate For a regular allowance, this is the annual rate of the allowance.

For part-time employees this is the full time equivalent rate.

For a spread bonus, this is the actual payment paid to the member.

Do not send zero rated allowances when a member is on a reduced rate of pay e.g. unpaid leave, half paid leave or sick pay at pension rate. (Such absences must be recorded in the service history tab.)

Actual Rate of Allowance

For a part-timer enter actual allowance otherwise it will the same as Allowance Rate.





The following fields may also be entered:

Field Notes

End Date See above for terminating an allowance.

For a spread bonus this field is mandatory and marks the end of the period you are spreading the bonus payment over.

Pensionable Flag

Speak with the System Support Team for guidance.

Industrial Flag Speak with the System Support Team for guidance.

Pre 75 Flag Speak with the System Support Team for guidance.

Basic Pay Reckonable

Speak with the System Support Team for guidance.

% Shift Allowance

Enter the % of salary attributed to the allowance. E.g. 20 = 20%.

No % sign please.

Reduced Actual Rate

Always when on Reduced pay (Service History tab Assumed Pay Code set to ‘R’).

Reduced Notional Rate

Not currently required.





14 Pensionable bonuses

The Compendia bonus history, which is used in the calculation of pensionable pay, holds a record of irregular bonus payments that are recorded against a specific day, e.g. Saturday & Sunday overtime.

Please note that only pensionable bonuses should be sent, such as the premium element of overtime or travel time e.g. Saturday overtime is normally paid at time and a half PLUS a half time enhancement. Only the enhancement (premium payment) is pensionable – it is this premium payment that must be populated in this tab (not the time and a half payment). For Sunday overtime, the payment is split between plain time PLUS a plain time enhancement (premium). Again it is the enhancement (plain time in this case) that should be populated on this tab.

Relative tab on Compendia Member Input Template: Pensionable Bonus.


Field Notes


Effective date Must be in format DD/MM/YYYY and be the effective date the bonus was earned.

This must not be sent as the date paid or the last day of the month.


Bonus Code The bonus code must be relevant to a code that sits on the Bonus Code table. (Please see guidance to the rear of this document).


Amount The actual amount of PENSIONABLE bonus paid to the employee relevant to the effective date and bonus code.

You may also wish to enter the following non-mandatory fields:

Field Notes

Pensionable Flag

All of the bonuses sent should be pensionable, so this flag can be completed with a Y

Industrial Flag Discuss with the System Support Team if guidance is required.

Note

If at a later date a total recovery is made of a bonus payment that MyCSP have already been notified of, please contact the System Support Team for advice.

If at a later date a partial amendment is made to a bonus payment that MyCSP have already been notified of, the new (amended) bonus figure should be sent using the same bonus code and effective date as used in the original submission. Failure to comply with this instruction will result in additional payments being added to the member’s record and an overpayment of pension benefits.





Field Notes

Pre 75 Reckonable

Discuss with the System Support Team if guidance is required.

Basic Pay Reckonable






15 WPS rate history

The WPS (Widows Pension Scheme) rate history on Compendia is a record of the rate of contribution a classic employee has made on behalf of their potential widow. This is normally 1.5%, and must always be in multiples of 1.5% if higher (see note below). The WPS rate, in conjunction with the other Compendia records, is used to determine pension benefits for classic members and can influence payments of pension, lump sum and compensation.

Relative tab on Compendia Member Input Template: WPS Rate History


Field Notes


Start Date The first day the employee was a member of the classic scheme, usually the first day of service.

Percent The percentage (in decimal figures) of the WPS contribution rate the employee is paying. Normally 1.5% or multiples there of (see note above).

Please do not enter the % sign

The following field is for use on termination of the employee, or change in scheme status.

Field Notes

End Date The date the person terminates on the payroll (matching the date in the service history tab).

Or the date the person leaves the classic pension scheme.

Note

Some members choose to pay additional WPS contributions, this can be for such events as: returning from a Reserve forces tour and paying to reinstate service in the PCSPS pension scheme; paying for an expected service enhancement under redundancy terms etc.





16 The part time hours

The part-time hours history on Compendia enables it to calculate the benefits correctly for part-time members. This tab is therefore only necessary for part-time employees and should not be sent for anyone else. It is used in calculating both reckonable service and pensionable pay for classic, classic plus and premium members, and is used in calculating benefits under the Civil Service Compensation Scheme and Injury Benefit Scheme, which nuvos and Partnership members and opted out employees are also entitled to benefits from.

Relative tab on Compendia Member Input Template: Part-Time Hours


Field Notes


Start Date Must be in format DD/MM/YYYY and be the start date when the member began part-time employment; or the start date when the member altered their hours.

Part-time hours The hours per week that the member works.

Full-time hours The equivalent full time weekly hours.

In addition MYCSP treat these fields as mandatory for administration purposes:

Field Notes


Hours type The ratio of service and pensionable pay are based on the part-time hours and full-time hours fields, please supply whether they are net or gross.

N- Net

G- Gross

The following field is mandatory when returning a member to full time employment or at termination of employment:

Field Notes

End Date Must be in format DD/MM/YYYY.

To return a member to full time employment, resend the latest part-time start date (as well as the other mandatory fields) and enter the last day the member was in part-time employment.

To terminate a member, resend the latest start date (as well as the other mandatory fields) and enter the last day of service (matching the service history end date).





17 Short time hours

The short time hours sets on Compendia are a record of the additional hours a part-time employee works and therefore should only be sent for part-time employees where additional hours, up to the conditioned hours of a full time employee, are worked. Any additional hours over conditioned hours should be paid as overtime. N.B. Weekday overtime is not pensionable and therefore must not be sent to MyCSP.

Additional hours can be reported to Compendia in two ways.

Preferred approach: The short time hours tab. Here, the number of hours worked on a specific date can be sent, with the effective date. If week by week occurrences are known, the total hours per week can be entered effective on the pay week ending date (PWE).

The short time hours (accum) tab of the spreadsheet should be sent where the hours are known for the pay period, but not the specific day or week. In this case the start date would be the first day of the month, and the end date the last. The number of hours would be the total additional hours worked within the month.

All of the fields on both the Singular and Accumulated hours are mandatory.

Relative tabs on Compendia Member Input Template: Short Time Hours, Short Time Hours (accum).

Short Time Hours (Singular)

Field Notes


Effective Date In the format DD/MM/YYYY.

The effective date of the additional hours or PWE date.

Hours variation The number of hours worked in addition to the part-time hours.


Short Time Hours (Accumulated)

Field Notes


Start Date In the format DD/MM/YYYY.

The start date of the period the hours were worked in - usually the first day of the month.

End Date In the format DD/MM/YYYY

The end date of the period the hours were worked in - usually the last day of the month.

Hours variation The number of hours worked in addition to their part-time hours.






18 Compendia codes input template

The codes input spreadsheet, once sent, will be loaded to Compendia and held under your unique paypoint. Unless new codes are created, you do not need to send this spreadsheet again. You will need to retain details of the codes you sent to be able to enter the allowances, bonuses, basic and salary correctly, where you have used relevant codes.

The allowance and bonus codes are both mandatory fields on their relative sets on Compendia and have an effect on the calculation of all benefits where pensionable pay is used. Most organisations have some form of allowances and bonuses but it is important to know whether they are pensionable or not. Please note that employers must have obtained approval from CSP for any pensionable allowances/bonuses including uniform allowance. If you are not sure about your current allowances and bonus please contact the System Support Team who will be able to help you determine whether they are pensionable and if the bonuses should be treated as spread bonuses.

Allowance codes

The allowance codes relate to a mandatory field in the allowance history tab and it is therefore imperative in the calculation of benefits.


Field Notes

Code The allowance code can be numeric (most are) or alpha but must not contain any lower case alpha characters.

Description A short description of the allowance or spread bonus associated with the code entered such as regular shift allowance, temporary promotion allowance or deputising.

Pensionable Ind(icator)

Only pensionable allowances should be sent, so this should be sent as a Y.

The following field is not mandatory but must be entered for all spread bonuses.

Field Notes

Spread Bonus Ind(icator)

Set to Y if a spread bonus.

Set to N or leave blank if a regular allowance.

The following fields are not mandatory

Field Notes

Industrial Ind(icator)

Discuss with the System Support Team if required.

Basic Pay Reckonable Ind(icator)


Pre 75 Reckonable Ind(icator)






Bonus codes

The bonus codes relate to a mandatory field in the bonus history tab and it is therefore imperative in the calculation of benefits.


Field Notes

Code The bonus code can be numeric (most are) or alpha but must not contain any lower case alpha characters.

Description A short description of the bonus associated with the code entered such as Saturday overtime premium or Sunday travel time premium.

Pensionable Flag

Only pensionable bonuses should be sent, so this should always be sent as a Y.

The following fields are not mandatory.

Field Notes

Industrial Flag Discuss with the System Support Team if guidance is required.

Basic Pay Indicator


PRE 75 Basic Indicator


Grade codes

The grade codes relate to the salary history and are relevant mainly where there are uniformed grades amongst your employees. Although this item of data is not mandatory it is MyCSP’s preference to receive it.


Field Notes

Code The grade code can be numeric (most are) or alpha but must not contain any lower case alpha characters.

Description A short description of the grade such as “Band E1” or “Administrative Officer.”

Uniformed grade

Select Y if the grade is subject to the inclusion of a 2% uplift of pensionable pay. This must have been approved by CSP.

The following field is not mandatory but must be populated for all Industrials.

Field Notes

Industrial Flag Industrial employees – I

Non-Industrial employees – N or leave blank

Location codes

The location codes relate to the basic set and are mainly used to sort annual benefit statements before printing and distribution.






Field Notes

Code Restricted to 6 characters.

The location code can be numeric (most are) or alpha but must not contain any lower case alpha characters.

It can be a town or city name (abbreviated when necessary).

Location Description

A short description of the location, such as the town or city name.

Appendices





Appendix I

Start Code – For use on service history tab

Code Start Reason Level

AF Adoption Leave – Full Pay 1

B Start of Break 2

BIA Unpaid Absence – Industrial Action 2

BUA Unauthorised Absence – Unpaid 2

C Change of Circumstances 2

LN Special Leave without Pay 2

LNB Special Leave without Pay – Bereavement 2

LNCB Special Leave without Pay – Career Break 2

LNM Special Leave without Pay – Maternity Purposes 2

LNNR Special Leave without Pay – Nursing Relative 2

LNSH Special Leave without Pay – School Holiday 2

LNST Special Leave without Pay- Study Leave 2

MF Maternity Leave – Full Pay 1

MN Maternity Leave – Unpaid 2

MS Maternity Leave – Statutory Maternity Pay 1

N New Joiner 2

OI Opting In 2

OO Opting Out 2

PF Paternity Leave – Full Pay 1

R Re-joiner 2

RB Return from Break 2

SH Sick Leave – Half Pay 2

SN Sick Leave – Unpaid 2

SNS Sick Leave – Unpaid SSP paid 2

SNN Sick Leave – Unpaid No SSP 2

SP Sick Leave – Pension Rate 2

SPN Sick Leave – Pension Rate No SSP 2

SPS Sick Leave – Pension Rate SSP paid 2

T Transition 2

TS Transfer to Partnership Scheme 2

TP Transfer to Premium Scheme 2

VN Unpaid Leave 2

XN Suspension without pay 2

ZZ Leaver Data where Start Date is indeterminable 2





Appendix II

Examples relating to alpha.

These examples show how transitions from the PCS Scheme occur and make use of the new fields Assumed Pay Code, EPA Suspension Code and 2015 AP Suspension Code:

Case moved on Day 1

Description Start Date

Start Reason

Scheme

Scheme Cate

gory

Status

Assumed Pay

Code

EPA Suspensi

on Code

AP Suspensi

on Code

End Date

End Reason

Member

Joins nuvos

01/11/

2007

N PCS C A

Member is transitioned

to alpha

01/04/2015

T CSO A A

Member Leaves

12/04/2020

ZZ CSO A A 12/04/2020

5

Case moved on Day 1 and includes closure of previous service. Note that the closure and the transition records must be submitted on the same file.


Start Reason

Scheme

Scheme Category

Status

Assumed Pay Code

EPA Suspension Code

AP Suspension Code

End Date

End Reason

Member Joins nuvos

01/11/2007

N PCS C A

Membership of nuvos to

be closed

due to transition

31/03/2015

ZZ PCS C A 31/03/2015

46

Member is moved to alpha

01/04/2015

T CSO A A

Member Leaves

12/04/2020

ZZ CSO A A 12/04/2020

5





Case moved post-Day 1 and then has period of suspension. In the example below, the Suspension Start Date is 28/08/2016 and the Suspension End Date is 28/08/2017

Description Start

Date

Start

Reason

Sche

me

Sche

me Category

Statu

s

Assu

med Pay Code

EPA

Suspension Code

AP

Suspension Code

End

Date

End

Reason

Member Joins nuvos

01/11/2007

N PCS C A

Member is transitioned to alpha

11/06/2015

T CSO A A

Member goes on Paternity Leave on

Full Pay which results in Assumed Pay and stops paying

EPA Contribs

28/08/2016

PF CSO A A R A

Member returns from

break

28/11/2016

RB CSO A A

Member

Leaves

12/04/

2020

ZZ CSO A A 12/04/

2020

5

New entrant into alpha (no prior service) after 01/04/2015


Start Reason

Scheme

Scheme Cate

gory

Status

Assumed Pay

Code

EPA Suspensi

on Code

AP Suspensi

on Code

End Date

End Reason

Member Joins 2015

09/10/2015

N CSO A A

Member Leaves

12/04/2020

ZZ CSO A A 12/04/2020

5

You will see that the general principal is that where a member is eligible to be in a scheme the Scheme is set to ‘PCS’ or ‘CSO’ (or relevant code for by-analogy schemes) even when the member is ‘on a break’ or ‘opted out’. For ineligible Casuals i.e. people with less than 3





months service or other non-Pensionable staff the Scheme is always set to ‘N’. The Scheme Category, however, is less simple as the breaks can be Reckonable ‘P’, or Non-Reckonable ‘N’ or Qualifying ‘Q’. A table of absence types and their associated Scheme Category and Status can be found in Appendix II





Appendix III

Scheme category - For use on service history tab

Code Scheme Category

N Non-Qualifying (Non-Reckonable)

Q Non-Reckonable (Qualifying)

P Reckonable (Classic Basis)

P2 Reckonable (Premium Basis)

C Reckonable (nuvos)

QS Sick Leave (Would Reckon if terminated by Medical Retirement)

S1 Partnership Scheme – Scottish Widows

S2 Partnership Scheme – Standard Life

S3 Partnership Scheme - AMP / NPI

S4 Partnership Scheme – Prudential

Nn Non-Qualifying (Non-Reckonable) – Partnership

Qn Non-Reckonable (Qualifying) – Partnership

A Reckonable (alpha)





Appendix IV

Status codes- For use on service history tab

Code Status

A Permanent Appointment

AO Permanent (Opted Out)

AS Permanent (Partnership)

H Half Pay

HO Half Pay (Opted Out)

HS Half Pay (Partnership)

B Unpaid Break

BO Unpaid Break (Opted Out)

BS Unpaid Break (Partnership)

CS Casual (Partnership)

F Fixed Term Appointment

FS Fixed Term Appt (Partnership)

Documents

Compendia spreadsheet interfaces User Instructions · spreadsheet to move between the tabs. There will hopefully be very few occasions when you need to delete data previously sent