This page (revision-22) was last changed on 26-Nov-2021 10:22 by Karen Parrott

This page was created on 26-Nov-2021 10:22 by Kevin Higgs

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Version Date Modified Size Author Changes ... Change note
22 26-Nov-2021 10:22 17 KB Karen Parrott to previous
21 26-Nov-2021 10:22 17 KB Karen Parrott to previous | to last

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Incoming links Outgoing links
5.05 Key Differences...nobody
5.05 Key Differences

Version management

Difference between version and

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!!Changes to Forms
!Maintain Form Definition (IMFDH)\\
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!!Changes to Forms (IMFDH)\\
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!__P2K User Profile__\\
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!__P2K User Profile__
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!__MASTER User Profile__\\
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!__MASTER User Profile__
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!__MASTER_[[SITE_CODE] User Profile__\\
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!__MASTER_[[SITE_CODE] User Profile__
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Note - To avoid any conflicts, all scheduled jobs should be canceled before any major upgrades and then rescheduled after. \\
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%%warning Note - To avoid any conflicts, all scheduled jobs should be canceled before any major upgrades and then rescheduled after.%% \\
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__Payroll Process Smoothing__\\
UPPAY - Payroll
Batch Audit and Pay Calculation Report \\
UPPAY is a new function that allows payroll users
to do both the audit and calculation of pays using one function. This merges
UPAUDT ‘Payroll Batch Audit Report’ and UPCALC ‘Pay Calculation Report’. The
new function does the UPAUDT for selected Payroll and Batches and if batches
are balanced and audited, then it automatically runs UPCALC. If there is a
correction that requires UPUNDO ‘Undo a Pay Run’ and brings at least one pay
header to a ‘To Be Audited’ stage, UPPAY can be run again after the UPUNDO is complete.
\\
!__Payroll Process Smoothing__
[UPPAY] - Payroll Batch Audit and Pay Calculation Report \\
UPPAY is a new function that allows payroll users to do both the audit and calculation of pays using one function. This merges UPAUDT ‘Payroll Batch Audit Report’ and UPCALC ‘Pay Calculation Report’. The new function does the UPAUDT for selected Payroll and Batches and if batches
are balanced and audited, then it automatically runs UPCALC. If there is a correction that requires UPUNDO ‘Undo a Pay Run’ and brings at least one pay header to a ‘To Be Audited’ stage, UPPAY can be run again after the UPUNDO is complete.
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UPCLOSEPAY - Close
and Disburse Pay \\
UPCLOSEPAY is a new function that allows payroll
users to close the pay runs and disburse them using one function. This merges
the UPCLOZ ‘Close a Pay Run’ and UPDISB ‘Disburse Pay’ for pay runs. The
function does the UPCLOZ for the selected payroll and pay runs and then UPDISB
for the same payroll and pay runs. If there is a correction that requires
UPUNDISB ‘Undisburse a Payrun’. run UPDISB after the UPUNDISB.\\
Transaction Loading \\
Location and Tax Jurisdiction Information can now
be loaded to IPTL ‘Manage Loaded Pay Lines’ and processed by UPTL ‘Loaded Pay
Transactions Report’. UPTL now supports the creation of Pay Headers with this
information overridden and creates multiple timesheets if multiple
jurisdictions are found. The new fields added are HOME_JURISDICTION,
WORK_JURISDICTION, and WORK_LOCATION.\\
__General / Miscellaneous__\\
Field Sizes
Increased\\
Column sizes and field sizes were increased for the
fields below. Server code referencing these fields was updated to support the
increased sizes.\\
\\
[UPCLOSEPAY] - Close and Disburse Pay \\
UPCLOSEPAY is a new function that allows payroll users to close the pay runs and disburse them using one function. This merges the UPCLOZ ‘Close a Pay Run’ and UPDISB ‘Disburse Pay’ for pay runs. The
function does the UPCLOZ for the selected payroll and pay runs and then UPDISB for the same payroll and pay runs. If there is a correction that requires UPUNDISB ‘Undisburse a Payrun’. run UPDISB after the UPUNDISB.\\
\\
!__Transaction Loading__
Location and Tax Jurisdiction Information can now be loaded to IPTL ‘Manage Loaded Pay Lines’ and processed by UPTL ‘Loaded Pay Transactions Report’. UPTL now supports the creation of Pay Headers with this
information overridden and creates multiple timesheets if multiple jurisdictions are found. The new fields added are HOME_JURISDICTION, WORK_JURISDICTION, and WORK_LOCATION.\\
\\
!!__General / Miscellaneous__\\
!Field Sizes Increased
Column sizes and field sizes were increased for the fields below. Server code referencing these fields was updated to support the increased sizes.\\
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Columns with the domain Code
increased from__ 16 to 60__ characters \\
Columns with the domain Description
increased from __50
to 200__ characters\\
User Profile added
to Employments\\
Self-service user profiles can now be attached to
an employment. When an employee is terminated and then re-hired, the older
employment record can have a different, more restricted user profile.\\
HELP_URL\\
Personality 5.05 supports linking the Wiki (also
known as Knowledge Base or Internal Wiki) to the role level using the updated
HELP_URL preference. With this change, regular self-service users can have a
different Wiki than Administrators. The preference HELP_URL was updated to have
the "Applies to Role" toggled on. This automatically sets the
preference at the role level on IMRO. If this preference is set at the site
level on IMST, this will be used for all users except those who have this
overridden on their role (i.e. WWW_EMPLOYEE role).\\
Open
Enrollment \\
Flex Plan Running Amounts and Totals are now
displayed in Self Service Open Enrollment.\\
Feature added to allow the system to determine
which plans/coverages are dependent on other plan choices. A new table
P2K_BE_PLAN_DEPENDENCIES (BPD) was created. \\
Personnel
Action \\
ISPY PA Type Tables can now be updated
automatically with the new columns once a PA is created (‘Create/Refresh All PA
Columns for Tables’)\\
New function ISFPT ‘Maintain Function PA Types’ is
the screen to set up a function’s PA Type.\\
This form contains the PA Type that is associated
with a function.\\
Columns with the domain Code increased from__ 16 to 60__ characters \\
Columns with the domain Description increased from __50 to 200__ characters\\
User Profile added to Employments\\
Self-service user profiles can now be attached to an employment. When an employee is terminated and then re-hired, the older employment record can have a different, more restricted user profile.\\
\\
!HELP_URL
Personality 5.05 supports linking the Wiki (also known as Knowledge Base or Internal Wiki) to the role level using the updated HELP_URL preference. With this change, regular self-service users can have a
different Wiki than Administrators. The preference HELP_URL was updated to have the "Applies to Role" toggled on. This automatically sets the preference at the role level on IMRO. If this preference is set at the site
level on IMST, this will be used for all users except those who have this overridden on their role (i.e. WWW_EMPLOYEE role).\\
\\
!Open Enrollment
Flex Plan Running Amounts and Totals are now displayed in Self Service Open Enrollment.\\
Feature added to allow the system to determine which plans/coverages are dependent on other plan choices. A new table P2K_BE_PLAN_DEPENDENCIES (BPD) was created. \\
\\
!Personnel Action
ISPY PA Type Tables can now be updated automatically with the new columns once a PA is created (‘Create/Refresh All PA Columns for Tables’)\\
New function ISFPT ‘Maintain Function PA Types’ is the screen to set up a function’s PA Type.\\
This form contains the PA Type that is associated with a function.\\
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Removed PA Type field from the IMFD and IMFDH
screens. \\
__New Functions__\\
Removed PA Type field from the IMFD and IMFDH screens. \\
\\
!!__New Functions__
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||__FUNCTION - Analytics Dashboard__||__DESCRIPTION__
|DASHBOARD_CONF|User Configurable Dashboard
|MSS_DASHBOARD_CONFIG|Mgr. Configurable Dashboard
||__FUNCTION - Analytics Dashboard Panel__||__DESCRIPTION__
|BBDD|Benefits Dynamic Dashboard
|BBSH|Benefits Static Dashboard
|BDATDM|Dash - Approvals to Do
|BDQL|Dash - Quick Link Icons
|BECTA|Dash - Emergency Contacts (Admin)
|BEDD|Human Resources Dynamic Dashboard
|BESH|Human Resources Static Splash
|BET4|Print My T4 form
|BEW2|Print My W2 form
|BPDD|Payroll Dynamic Dashboard
|BPSH|Payroll Static Dashboard
|BPTC|Dash - Total Compensation
|BTADD|Time and Attendance Dynamic Dashboard
|BTASH|Time and Attendance Static Dashboard
|BWTDM|Dash - Workflow to complete
||__FUNCTION - Interactive Screen__||__DESCRIPTION__
|IDVARA|View All Approval Records (Admin)
|IMSOIC|Candidate Document Signoff by Doc
|IMSOIE|Employee Document Signoff by Doc
|IMTRM|Maintain Trace Modes (Changes lost after restart)
|IRNB|Maintain NGV Benefits
|ISFPT|Maintain Function PA Types
||__FUNCTION - Report__||__DESCRIPTION__
|REBES2|Employee Total Compensation Statement
|RPGLP|Payroll G/L Distribution Report
|RPGLX|Payroll G/L Distribution Report
|RPW2W4TB|Produce W2 forms
||__FUNCTION - Self Service Screen__||__DESCRIPTION__
|WAOD|Onboarding Dashboard
|WAPSN|Deductions
|WAPTSS|Enter Employee Timesheets
|WAPWC|Process Wage Changes
|WASPA|Maintain Personnel Actions
|WAVEEP|Employee Profile
|WCRAS_INTV|My Interview Time Options
|WCRAS_SPLASH_INTV|My Assessments
|WEPAY|View My Pay Stubs
|WEPETBWD|My Time Card - Entered Time By Week Date
|WETETBWD|My Projected Timesheet - Entered Time By Week Date
|WEVBEN|My Benefits
|WMEPR|Process Promotions
|WMPTSS|Review Time Cards
||__FUNCTION - Update Process__||__DESCRIPTION__
|UEINH|Import Employee Hires
|UEINHF|Generate Interface Format for Importing New HIres
|UEPAIF|Generate Interface Format for PA in csv
|UFBUIF|Create Budget Interface File
|UPCLOSEPAY|Cloz and Disburse Pay
|UPCTER|Change Timesheets Edit Rights
|UPPAY|Payroll Batch Audit and Pay Calculation Report
|UVACAMONTHLY|ACA Monthly Data Processing
__New  Windward Reports__\\
\\
!__Analytics Dashboard Panel__
||__FUNCTION__||__DESCRIPTION__
|[BBDD]|Benefits Dynamic Dashboard
|[BBSH]|Benefits Static Dashboard
|[BDATDM|BDATD and BDATDM]|Emergency Contacts (Admin)
|[BEDD]|Human Resources Dynamic Dashboard
|[BESH]|Human Resources Static Splash
|[BET4]|Print My T4 form
|[BEW2]|Print My W2 form
|[BPDD]|Payroll Dynamic Dashboard
|[BPSH]|Payroll Static Dashboard
|[BPTC]|Dash - Total Compensation
|[BTADD]|Time and Attendance Dynamic Dashboard
|[BTASH]|Time and Attendance Static Dashboard
|[BWTDM|BWTD and BWTDM]|Dash - Workflow to complete
\\
!__Interactive Screen__
||__FUNCTION__||__DESCRIPTION__
|[IDVARA]|View All Approval Records (Admin)
|[IMSOIC]|Candidate Document Signoff by Doc
|[IMSOIE]|Employee Document Signoff by Doc
|[IMTRM]|Maintain Trace Modes (Changes lost after restart)
|[IRNB]|Maintain NGV Benefits
|[ISFPT]|Maintain Function PA Types
\\
!__Reports__
||__FUNCTION__||__DESCRIPTION__
|[REBES2]|Employee Total Compensation Statement
|[RPGLP]|Payroll G/L Distribution Report
|[RPGLX]|Payroll G/L Distribution Report
|[RPW2W4TB]|Produce W2 forms
\\
!__Self Service Screen__
||__FUNCTION__||__DESCRIPTION__
|[WAPSN]|Deductions
|[WAPTSS]|Enter Employee Timesheets
|[WAPWC]|Process Wage Changes
|[WASPA]|Maintain Personnel Actions
|[WAVEEP]|Employee Profile
|[WCRAS_INTV]|My Interview Time Options
|[WCRAS_SPLASH_INTV]|My Assessments
|[WEPETBWD]|My Time Card - Entered Time By Week Date
|[WETETBWD]|My Projected Timesheet - Entered Time By Week Date
|[WEVBEN]|My Benefits
|[WMEPR]|Process Promotions
\\
!__Update Process__
||__FUNCTION__||__DESCRIPTION__
|[UEINH]|Import Employee Hires
|[UEINHF]|Generate Interface Format for Importing New Hires
|[UFBUIF]|Create Budget Interface File
|[UPCLOSEPAY]|Cloz and Disburse Pay
|[UPCTER]|Change Timesheets Edit Rights
|[UPPAY]|Payroll Batch Audit and Pay Calculation Report
|[UVACAMONTHLY]|ACA Monthly Data Processing
\\
!!__New  Windward Reports__\\
\\
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|RPFRS| Florida Retirement Report
|RPSNR| Sundry Register
|RFBU| Budget Structures Report
|RPNYRS| New York State Retirement Report
|UPORPERS| Report Oregon State PERS
|UPWAPERSW| Report Washington State PERS
__New Preferences__\\
|[RPFRS]| Florida Retirement Report
|[RPSNR]| Sundry Register
|[RFBU]| Budget Structures Report
|[RPNYRS]| New York State Retirement Report
|[UPORPERS]| Report Oregon State PERS
|[UPWAPERSW]| Report Washington State PERS
\\
!!__New Preferences__\\
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|ADD_CALENDAR_APPOINTMENT|The preference ADD CALENDAR APPOINTMENT will allow a user to automatically send an email and add an appointment to outlook calendar for an event (Implemented for Leave Request and Class Registration)
|ALLOW DEPENDENCIES|Feature for benefits to allow dependencies on plans
|DB_OUTPUT_BASE_FLDR|This preference is for new logic that allows output directory option on reports and dynamically creates and saves directory on DB
|DEFAULT ESS ROLE|This preference is used to Auto assign IMUS on IEID upon hire via IEQH if the IDJB IMUS is missing.
|DEFAULT_RANGE_MIDPOINT|Defaults the Position Wage Rate from the Job’s Salary Range.
|DFT_PRENOTE_REQUIRED|This preference will allow the user to turn OFF the PRENOTE_REQUIRED toggle on insert. Default value is Y.\\ \\ If this preference is set to N the PRENOTE_REQUIRED toggle will be turned OFF.\\ \\ NOTE: the PRENOTE_REQUIRED toggle is turned ON only when the PRENOTE_DAYS on Payroll Bank Accounts is not null. \\ \\ Setting the preference value to Y will not turn the PRENOTE_REQUIRED toggle ON if the PRENOTE_DAYS on Payroll Bank Accounts is null
|DFLT ESS ROLE|This preference is used to Auto assign IMUS on IEID upon hire via IEQH if the IDJB IMUS is missing.
|DFLT_ESS_EFF_DT|This preference is used for the Start Date override for IEID access begins.
|DFLT_ESS_USER |When an employee is hired via IEQH or via API/conversion process, they should automatically have access to self-service. The agency should be able to have an IMST setting that is the default user profile for the identity. There should also be an IMST for the default accessor_key. This should allow for work email as this will be Neogov's approach for unique user logins
|[ADD CALENDAR APPOINTMENT|ADD CALENDAR APPOINTMENT(System_Preference)]|The preference ADD CALENDAR APPOINTMENT will allow a user to automatically send an email and add an appointment to outlook calendar for an event (Implemented for Leave Request and Class Registration)
|[DB_OUTPUT_BASE_FLDR|DB_OUTPUT_BASE_FLDR(System_Preference)]|This preference is for new logic that allows output directory option on reports and dynamically creates and saves directory on DB
|[DEFAULT_RANGE_MIDPOINT|DEFAULT_RANGE_MIDPOINT(System_Preference)]|Defaults the Position Wage Rate from the Job’s Salary Range.
|[DFT_PRENOTE_REQUIRED|DFT_PRENOTE_REQUIRED(System_Preference)]|This preference will allow the user to turn OFF the PRENOTE_REQUIRED toggle on insert. Default value is Y.\\ \\ If this preference is set to N the PRENOTE_REQUIRED toggle will be turned OFF.\\ \\ NOTE: the PRENOTE_REQUIRED toggle is turned ON only when the PRENOTE_DAYS on Payroll Bank Accounts is not null. \\ \\ Setting the preference value to Y will not turn the PRENOTE_REQUIRED toggle ON if the PRENOTE_DAYS on Payroll Bank Accounts is null
This page (revision-22) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop