Establishments

Establishments are managed in this view. You can add, change or deactivate establishments.

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NOTE: A red field or a new staff establishment is indicated by an exclamation point in the left menu bar. This immediately tells you that settings in the view need your attention or that a new staff establishment needs to be set up.

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Set up a default establishment

As the financial administrator, you have access to all of the establishments. When you’re in a meeting, you don’t necessarily want a new view to open with the first establishment. You can change this by selecting a establishment in the Default establishment field. The selected establishment will display first in all of the views.

Use the filter to change the establishment as needed. This feature is only available to users who are authorised for all establishments.

Red fields

In a number of tabs, red fields will display when a establisment has been wrongly deactivated or links defined incorrectly. Hover over a red field with the mouse to find out why it’s red.

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NOTE: A red field or a new establisment is indicated by an exclamation point in the left menu bar. This immediately tells you that settings in the view need your attention or that a new establisment needs to be set up.

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For more information on how to resolve the red alert, refer to Red exclamation mark on the settings screen

Establishment

You can indicate that a establishment is inactive from a specific school year by unticking the box in the Active column (inactive establishments can no longer be selected and are no longer displayed in reports and input views). If you would still like the establishment to display in your reports but not allow staff contracts to be linked to it, untick the Input box.

The financial system is the basis for the establishment settings. So, for example, if you want to change a code or description of a establishment, do this in the financial system. Anago takes over the code and description from the financial source system (if there is a connection). However, if a pencil is shown at a establishment, this means that we cannot retrieve the description from the financial system. In this case you can adjust the description via the pencil in Anago:

To calculate the funding and the salary costs, you must select the education type. If a establishment does not receive any funding, only select an education type for the salary costs.

If you do not enter an education type for a establishment in the Education type Funding and/or Education type salary costs column, you cannot select this establishment in the Funding and/or Staff view.

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NOTE: When you deactivate a establishment, a red field may display in the Active column if the multi-year financial budget contains data in years -1 to +5 of the current year. For instructions on how to delete a establishment, see Delete a establishment.

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Add a new establishment

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1. Click on Add a establishment. The view below opens:
   
2. In the code field, enter the same number the establishment has in the source system. This can be 01 or 12AB, for example.
3. Enter the name of the establishment in the Description field. For example, Delta.
4. Click on the Parent field to select the hierarchy you want the establishment to be part of. This is usually All.
5. In the Education type funding field, enter the education type the funding is for if applicable.
6. In the Education type salary costs field, enter the education type for which the collective labour agreement applies to the establishment, if applicable.
7. Click on the pencil in Authorisation to authorise users for the new establishment.
8. Click on Add.
9. If you then want to use the new establishment for funding or employee administration, the second tab in the establishments view must also be set up. For more information, see Special funding further down this page.
10. If the staff and financial establishments are not the same, you can add a mapping table in the Staff establishment tab. For more information, see Staff establishments further down this page.
11. New establishments are automatically linked to all ledgers when this view is saved. You can check this in the Per establishment tab in the Ledgers view.

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Additional funding

In this tab, you can indicate per establishment whether a certain funding scheme applies by ticking the corresponding box. Ticking the box in the Active column activates the funding.

 

Staff establishments

The mapping table can be processed in this tab if the financial and staff establishments are not the same. You can define the mapping table as follows:

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1. Click on Add a staff establishment.
2. The view below opens:
   
3. In the number field, enter the same number the establishment has in the HR source system (eg 12AB or 135600).
4. Enter the same name the establishment has in the HR source system in the Description field.
5. For the Anago establishment, select a financial establishment in Anago into which the employees should be imported.
6. NOTE: After this link has been created, the staff actuals have to be reimported. Then, the FTEs, hours and weeks, and salary costs will display in the monthly staff report. Then, a new initial staff value can be imported.

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Authorisation

In this tab, you can authorise users for one or more establishments.