‌Support Programs

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Benefits>>Education Support>>Support Programs>>Annual Assistance

‌How to Set Up Annual Assistance Budget for Education Support

‌Enter an Annual Assistance Budget

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Year: Enter the year the assistance is budgeted for.

Category Code/Type: Select the category of education support. You can enter the same category for different disciplines and vice versa.

Discipline Code/Discipline: Select the discipline of study.

Budgeted Amount $: Enter the budgeted amount for the year.

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• Duplicate records are not allowed.

• You can enter an unlimited number of budgets within the same year for the various categories and disciplines e.g. in the year 2000, you may have budgets of $5,000, $10,000, $15,000 for Tuition Reimbursement (Assistance Category) for Law, Accounting and Computer Engineering respectively OR you may have budgets for 1999 of $1,000 and $3,000 respectively for Time Off with Half Pay AND Time Off With Full Pay for Geography.

• You are not allowed to edit/delete Annual Assistance records which are referenced later on in the

module i.e. records (in the Proposed Disciplines of Study) that are tied to a budget

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Benefits>>Education Support>>Support Programs>>Proposed Disciplines of Study

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How does it work?

When inserting a new record, the integrity of the data must be maintained i.e. the budget must have been set up for the respective category, discipline and year. These combinations must exist in the Annual Assistance option before you can save a record here e.g. you must have a budget for the year 2000, Time Off With Full Pay for Law before you can enter a request for the same study program within this period. If you try to enter combinations that does not exist in the Annual Assistance

option, an error message will be displayed.

‌How to Propose an Employee for a Discipline of Study

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Company Code/Name: Select your company.

Badge Number/Employee ID/Last Name/First Name: Select the employee being proposed for the discipline of study.

Discipline Code/Type: Select a discipline code and type. Category Code/Type: Select a category code and type. Institution Code/Name: Select the institution.

Note: The following dates must correspond to the period for which the selected Category and Discipline have been set up i.e. via the Annual Assistance option:

Period From: Enter the proposed start date.

Period To: Enter the proposed end date, this date must be greater than the start date and must fall within the same year i.e. you cannot have a start date in the year 2000 and an end date in the year 2001.

‌Enter a Proposed Discipline of Study

Date Submitted: Enter the date of submission. This date must be before or equal to the start date of the study program.

Approved: Select 'Yes' if the proposal was approved, otherwise select 'No'.

Date Approved: Enter the date of approval, this must be a date greater than the date submitted.

Amount Approved: Enter the amount that was approved.

• The system checks that this amount has not exceeded the budget for the selected combination of category, discipline and year as you are not allowed to go over the budget. Moreover, you may have several employees applying to do the same study program and therefore the budgeted amount may have to be split among these employees. The system performs a running check to ensure that the total is not greater than the budgeted annual amount.

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You can have several employee applications for the same combination of category, discipline and

year once the budget has not been exceeded.

An employee may have several unique records.

Duplicate records are not allowed.

Comments: Enter any further comments.

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Benefits>>Education Support>>Support Programs>>Study Loans/Scholarships

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How does it work?

Click the New Record link and select the employee record from the drop-down list. All data previously entered will be displayed. You are not allowed to edit this data. Complete the additional fields and save your entry and it will be displayed in the list. Repeat the process to enter additional

records.

‌How to Manage Study Loans/Scholarships

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Amount Disbursed $: This must be less than the Amount Approved $.

Balance $: (Amount Approved less the Amount Disbursed) will be calculated and automatically displayed. You are not allowed to edit this field.

An employee can only have one Study Loan/Scholarship record.

‌Enter a Study Loan/Scholarship Record

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Benefits>>Education Support>>Support Programs>>Re-imbursements

‌How to Track Re-imbursements for Support Programs

‌Enter a Re-imbursement Record

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You are not allowed to edit previously-entered data.

Badge Number/Employee ID: Select the employee record from the drop-down list. All data previously entered will be displayed.

Certificate: Select the type of certificate.

Final Payment Date: Enter the date the final payment can be paid.

Reimbursement Dates: Select the dates and enter the Amounts being paid. Once you save the record the Total and Balance fields will be automatically calculated and displayed.

Amount: Enter the amount being paid.

The system will increment the Total and Balance fields as records are added for the employee so that a running total and balance will always be maintained.

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Repeat the process to enter additional records.

‌View the Re-imbursement Record