This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyers

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

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Page References

Incoming links Outgoing links
CAPERS
CAPERS

Version management

Difference between version and

At line 521 changed one line
|10|Premium Rate × Special Compensation Amount/ 100|Multiplies the premium rate from the Rates tab by the Special Compensation Amount (B0366) divided by 100.\\ \\The premium rate must be specified as a percentage not a decimal.\\ \\Rule should be used in PERS plan only.|B0366|B0627
|10|Premium Rate × Special Compensation Amount / 100|Multiplies the premium rate from the Rates tab by the Special Compensation Amount (B0366) divided by 100.\\ \\The premium rate must be specified as a percentage not a decimal.\\ \\Rule should be used in PERS plan only.|B0366|B0627
At line 774 changed 2 lines
This component determines how the normal member deduction amount will be calculated.\\
Choose the rule that is used as the Normal Member Deduction Calculation Method rule.
This component determines how the normal member deduction amount will be calculated.\\ \\
Choose the rule that is used as the Normal Member Deduction Calculation Method rule.\\
At line 783 changed 2 lines
This component determines how the prior period deduction amount will be calculated.\\
Choose the rule that is used as the Prior Period Deduction Calculation Method rule.
This component determines how the prior period deduction amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Deduction Calculation Method rule.\\
At line 791 changed 2 lines
This component determines how the prior period earnings deduction amount will be calculated.
Choose the rule that is used as the Prior Period Earnings Adjustment Deduction Calculation Method rule.
This component determines how the prior period earnings deduction amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Earnings Adjustment Deduction Calculation Method rule.\\
At line 800 changed 3 lines
This component determines how the contribution receivable deduction amount will be calculated.\\
Choose the rule that is used as the Contribution Receivable Deduction Calculation Method rule.
This component determines how the contribution receivable deduction amount will be calculated.\\ \\
Choose the rule that is used as the Contribution Receivable Deduction Calculation Method rule.\\
At line 809 changed 2 lines
This component determines how the retroactive salary deduction amount will be calculated.\\
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Calculation Method rule.
This component determines how the retroactive salary deduction amount will be calculated.\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Calculation Method rule.\\
At line 818 changed 2 lines
This component determines how the special compensation deduction amount will be calculated.\\
Choose the rule that is used as the Special Compensation Deduction Calculation Method rule.
This component determines how the special compensation deduction amount will be calculated.\\ \\
Choose the rule that is used as the Special Compensation Deduction Calculation Method rule.\\
At line 827 changed 2 lines
This component determines how the prior period survivor deduction amount will be calculated.\\
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Calculation Method rule.
This component determines how the prior period survivor deduction amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Calculation Method rule.\\
At line 835 changed 2 lines
This component determines how the employee paid additional deduction amount will be calculated.\\
Choose the rule that is used as the Employee Paid Additional Deduction Calculation Method rule.
This component determines how the employee paid additional deduction amount will be calculated.\\ \\
Choose the rule that is used as the Employee Paid Additional Deduction Calculation Method rule.\\
At line 848 changed 2 lines
No – go to B1040
No – go to B1040\\
At line 851 changed 3 lines
|01|Employee picks up extra cent|Adds the extra cent to the deduction amount when the premium is split between the company and the employee and the result is not exact cents.\\i.e. If the Premium were $132.69/mo and the split was 50/50 between the employee and the company the amounts would be $66.345. Rounding the employee portion would mean that the employee pays $66.35 and the company’s portion is $66.34.|B1010|B1040
|02*|Round to the Nearest Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\Rounds the deduction amount to the nearest cent when the dollar amount calculated is more than two decimal places.|B1010|B1040
|03|Rounded Down to the Next Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value>.\\ Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places.|B1010|B1040
|01|Employee picks up extra cent|Adds the extra cent to the deduction amount when the premium is split between the company and the employee and the result is not exact cents.\\ \\i.e. If the Premium were $132.69/mo and the split was 50/50 between the employee and the company the amounts would be $66.345. Rounding the employee portion would mean that the employee pays $66.35 and the company’s portion is $66.34.|B1010|B1040
|02*|Round to the Nearest Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\ \\Rounds the deduction amount to the nearest cent when the dollar amount calculated is more than two decimal places.|B1010|B1040
|03|Rounded Down to the Next Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value>.\\ \\ Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places.|B1010|B1040
At line 857 changed one line
This component determines whether the normal member deduction amount replaces any previously calculated amount or adds to it.\\
This component determines whether the normal member deduction amount replaces any previously calculated amount or adds to it.\\ \\
At line 860 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1042
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1042
At line 864 changed 2 lines
This component determines whether the prior period deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is sued as the Prior Period Deduction Amount rule.
This component determines whether the prior period deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is sued as the Prior Period Deduction Amount rule.\\
At line 867 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1043
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1043
At line 871 changed 2 lines
This component determines whether the prior period adjustment deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Prior Period Adjustment Deduction Amount rule.
This component determines whether the prior period adjustment deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Prior Period Adjustment Deduction Amount rule.\\
At line 874 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1044
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1044
At line 878 changed 2 lines
This component determines whether the contribution receivable deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Contribution Receivable Deduction Amount rule.
This component determines whether the contribution receivable deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Contribution Receivable Deduction Amount rule.\\
At line 881 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1045
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1045
At line 885 changed 2 lines
This component determines whether the retroactive salary adjustment deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Amount rule.
This component determines whether the retroactive salary adjustment deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Amount rule.\\
At line 888 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1046
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1046
At line 892 changed 2 lines
This component determines whether the special compensation deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Special Compensation Deduction Amount rule.
This component determines whether the special compensation deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Special Compensation Deduction Amount rule.\\
At line 895 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1047
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1047
At line 899 changed 2 lines
This component determines whether the prior period survivor deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Amount rule.
This component determines whether the prior period survivor deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Amount rule.\\
At line 902 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1048
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1048
At line 906 changed 2 lines
This component determines whether the employee paid additional deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Employee Paid Additional Deduction Amount rule.
This component determines whether the employee paid additional deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Employee Paid Additional Deduction Amount rule.\\
At line 915 changed 2 lines
This component determines the tax-deferred amount on the normal current contribution.\\
Choose the rule that is the used as the Normal Member Tax Deferred Amount rule.
This component determines the tax-deferred amount on the normal current contribution.\\ \\
Choose the rule that is the used as the Normal Member Tax Deferred Amount rule.\\
At line 918 changed 2 lines
|01|Same as Employer Amount|The Employer amount (B0840) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0840|B1272
|02|Same as Employee Amount|The Employee amount (B1040) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1040|B1272
|01|Same as Employer Amount|The Employer amount (B0840) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0840|B1272
|02|Same as Employee Amount|The Employee amount (B1040) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1040|B1272
At line 921 changed one line
|04|Normal Member Earnings X User Rate 1|Multiples the normal member earnings (B0360) times the rate from the __Rates tab__ for User Rate 1. Tax Deferred is Eligible Amount times User Rate 1.\\A <PC Code> must be indicated.|B0360|B1272
|04|Normal Member Earnings X User Rate 1|Multiples the normal member earnings (B0360) times the rate from the __Rates tab__ for User Rate 1. Tax Deferred is Eligible Amount times User Rate 1.\\ \\A <PC Code> must be indicated.|B0360|B1272
At line 925 changed 2 lines
This component determines the tax-deferred amount on the Prior Period Adjustment.\\
Choose the rule that is used as the Prior Period Adjustment Tax Deferred Amount rule.
This component determines the tax-deferred amount on the Prior Period Adjustment.\\ \\
Choose the rule that is used as the Prior Period Adjustment Tax Deferred Amount rule.\\
At line 928 changed 3 lines
|01|Same as Employer Amount|The Employer amount (B0842) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0842|B1273
|02|Same as Employee Amount|The employee amount (B1042) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1042|B1273
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0682) minus the employer amount (B0842)\\A <PC Code> must be indicated.|B0682\\B0842|B1273
|01|Same as Employer Amount|The Employer amount (B0842) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0842|B1273
|02|Same as Employee Amount|The employee amount (B1042) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1042|B1273
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0682) minus the employer amount (B0842)\\ \\A <PC Code> must be indicated.|B0682\\B0842|B1273
At line 934 changed 2 lines
This component determines how the tax-deferred amount on the Prior Period will be calculated.\\
Choose the rule that is used as the Prior Period Earnings Adjustment Tax Deferred Amount rule.
This component determines how the tax-deferred amount on the Prior Period will be calculated.\\ \\
Choose the rule that is used as the Prior Period Earnings Adjustment Tax Deferred Amount rule.\\
At line 937 changed 4 lines
|01|Same as Employer Amount|The employer amount (B0843) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0843|B1274
|02|Same as Employee Amount|The employee amount (B1043) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1043|B1274
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0683) minus the employer amount (B0843).\\A <PC Code> must be indicated.|B0683\\B0843|B1274
|04|Prior Period Earnings X User Rate 1|Multiples the normal member earnings (B0363) times the rate from the Rates tab for User Rate 1.\\A <PC Code> must be indicated.|B0363|B1274
|01|Same as Employer Amount|The employer amount (B0843) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0843|B1274
|02|Same as Employee Amount|The employee amount (B1043) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1043|B1274
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0683) minus the employer amount (B0843).\\ \\A <PC Code> must be indicated.|B0683\\B0843|B1274
|04|Prior Period Earnings X User Rate 1|Multiples the normal member earnings (B0363) times the rate from the Rates tab for User Rate 1.\\ \\A <PC Code> must be indicated.|B0363|B1274
At line 944 changed one line
This component determines the tax-deferred amount on the Contribution Receivable.\\Choose the rule that is used as the Contribution Receivable Tax Deferred Amount rule.
This component determines the tax-deferred amount on the Contribution Receivable.\\ \\
Choose the rule that is used as the Contribution Receivable Tax Deferred Amount rule.\\
At line 946 changed 3 lines
|01*|Same as Employer Amount|The employer amount (B0844) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0844|B1275
|02|Same as Employee Amount|The employee amount (B1044) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1044|B1275
|03|Premium Amount – Employer Amount|The tax deferred amount is the premium (B0684) minus the employer amount (B0844).\\A <PC Code> must be indicated.|B0684\\B0844|B1275
|01*|Same as Employer Amount|The employer amount (B0844) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0844|B1275
|02|Same as Employee Amount|The employee amount (B1044) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1044|B1275
|03|Premium Amount – Employer Amount|The tax deferred amount is the premium (B0684) minus the employer amount (B0844).\\ \\A <PC Code> must be indicated.|B0684\\B0844|B1275
At line 952 changed 2 lines
This component determines the tax-deferred amount on the Retroactive Salary Adjustment\\
Choose the rule that is used as the Retroactive Salary Adjustment Tax Deferred Amount rule.
This component determines the tax-deferred amount on the Retroactive Salary Adjustment\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Tax Deferred Amount rule.\\
At line 955 changed 4 lines
|01|Same as Employer Amount|The employer amount (B0845) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0845|B1276
|02|Same as Employee Amount|The employee amount (B1045) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1045|B1276
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0685) minus the employer amount (B0845).\\A <PC Code> must be indicated.|B0685\\B0845|B1276
|04|Retroactive Salary Earnings X User Rate 1|Multiples the normal member earnings (B0365) times the rate from the Rates tab for User Rate 1.\\A <PC Code> must be indicated.|B0365|B1276
|01|Same as Employer Amount|The employer amount (B0845) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0845|B1276
|02|Same as Employee Amount|The employee amount (B1045) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1045|B1276
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0685) minus the employer amount (B0845).\\ \\A <PC Code> must be indicated.|B0685\\B0845|B1276
|04|Retroactive Salary Earnings X User Rate 1|Multiples the normal member earnings (B0365) times the rate from the Rates tab for User Rate 1.\\ \\A <PC Code> must be indicated.|B0365|B1276
At line 962 changed 2 lines
This component determines how the tax-deferred amount on Special Compensation will be calculated.\\
Choose the rule that is used as the Special Compensation Tax Deferred Amount rule.
This component determines how the tax-deferred amount on Special Compensation will be calculated.\\ \\
Choose the rule that is used as the Special Compensation Tax Deferred Amount rule.\\
At line 965 changed 4 lines
|01|Same as Employer Amount|The employer amount (B0846) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0846|DONE
|02|Same as Employee Amount|The employee amount (B1046) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1046|DONE
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0686) minus the employer amount (B0846)\\A <PC Code> must be indicated.|B0686\\B0846|DONE
|04|Special Compensation Amount X User Rate 1|Multiples the normal member earnings (B0366) times the rate from the Rates tab for User Rate 1.\\A <PC Code> must be indicated.|B0366|DONE
|01|Same as Employer Amount|The employer amount (B0846) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0846|DONE
|02|Same as Employee Amount|The employee amount (B1046) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1046|DONE
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0686) minus the employer amount (B0846)\\ \\A <PC Code> must be indicated.|B0686\\B0846|DONE
|04|Special Compensation Amount X User Rate 1|Multiples the normal member earnings (B0366) times the rate from the Rates tab for User Rate 1.\\ \\A <PC Code> must be indicated.|B0366|DONE
At line 999 changed one line
|B0620 Premium Calculation Method|10 Eligible Amount X Prem Rate / 100|01| | | |
|B0620 Premium Calculation Method|10 Eligible Amount X Prem Rate / 100|01| | | |
At line 1,001 changed 3 lines
|B0695 Survivor Amount|02 Use Value from Enrollment|01| | |3695 CAPERS Surv|0.93 in the <BC Value> on the Component
|B0800 Contribution Rate|02 Use Value from Coverage Rate Step|ALL| | | |0.0000
|B0810 Contribution Method|11 Contribution Rate X Eligible Earnings|01| | | |
|B0695 Survivor Amount|02 Use Value from Enrollment|01| | |3695 CAPERS Surv|0.93 in the <BC Value> on the Component
|B0800 Contribution Rate|02 Use Value from Coverage Rate Step|ALL| | | |0.0000
|B0810 Contribution Method|11 Contribution Rate X Eligible Earnings|01| | | |
At line 1,071 changed one line
i.e. BC0320 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic: \\
i.e. BC0320 use Rule 01 with an element of CAPERS EARNS, and a UserCalc that has the following logic: \\
At line 1,077 changed one line
On BC0323 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic:\\
On BC0323 use Rule 01 with an element of CAPERS EARNS, and a UserCalc that has the following logic:\\
At line 1,083 changed one line
On BC0325 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic:
On BC0325 use Rule 01 with an element of CAPERS EARNS, and a UserCalc that has the following logic:
At line 1,119 changed one line
!User Fields - IMUF
!User Fields - [IMUF]
At line 1,123 changed 2 lines
;POSTED UPCAPERS
This user field is MANDATORY. CAPERS cannot operate without adding this user field. When the UPCAPERS program is run in update mode (Trial = ‘N’), this user field is used to ‘stamp’ each pay run as ‘Processed by CAPERS’. This prevents pay runs from being processed twice.\\
;POSTED [UPCAPERS]
This user field is MANDATORY. CAPERS cannot operate without adding this user field. When the [UPCAPERS] program is run in update mode (Trial = ‘N’), this user field is used to ‘stamp’ each pay run as ‘Processed by CAPERS’. This prevents pay runs from being processed twice.\\
At line 1,138 changed one line
The ‘CAPERS’ unit code is established with the user field ‘CAPERS UNIT’. It can be defined on any of the P2K_HR_EMPLOYMENTS, P2K_CM_UNIT_DETAILS, or P2K_CM_DEPARTMENT_DETAILS tables.\\
The ‘CAPERS’ unit code is established with the user field ‘CAPERS UNIT’. It can be defined on any of the [P2K_HR_EMPLOYMENTS], [P2K_CM_UNIT_DETAILS], or [P2K_CM_DEPARTMENT_DETAILS] tables.\\
At line 1,142 changed one line
|P2K_CM_UNIT_DETAILS|CAPERS UNIT|CAPERS Unit|Char|1
|[P2K_CM_UNIT_DETAILS]|CAPERS UNIT|CAPERS Unit|Char|1
At line 1,148 changed one line
|P2K_BE_COVERAGES|ELECTED OFFICIALS|CAPERS ELECTEDOFFF|Char|1
|[P2K_BE_COVERAGES]|ELECTED OFFICIALS|CAPERS ELECTEDOFFF|Char|1
At line 1,152 changed 2 lines
The ‘CALPERS’ pay code is a required reporting column that determines the basis of the pay rate. UPCAPERS supports ONLY 01-Monthly and 04-Hourly.\\
UPCAPERS assumes that WEEKLY/BIWEEKLY paid employees are to be reported as ‘Hourly’, and that MONTHLY/SEMI-MONTHLY employees are to be reported as ‘Monthly’.\\
The ‘CALPERS’ pay code is a required reporting column that determines the basis of the pay rate. [UPCAPERS] supports ONLY 01-Monthly and 04-Hourly.\\
[UPCAPERS] assumes that WEEKLY/BIWEEKLY paid employees are to be reported as ‘Hourly’, and that MONTHLY/SEMI-MONTHLY employees are to be reported as ‘Monthly’.\\
At line 1,165 changed 3 lines
This update will process all bond plans, and produce a flat file to be remitted.\\
CAPERS reports are due within 30 calendar days after the close of a service period. The report can be produced only after the CAPERS plan/coverages are set up, employees properly enrolled, and payrolls have been closed. At payroll time, the benefit routine will be invoked which populates the CAPERS pay components with values that are derived from pay components/elements as defined in the benefit components. Reporting will be done after the Pay closes; it will extract the numbers from the Benefit Components and produce the CAPERS report using the required format.\\
Function [UPCAPERS] produces the CAPERS report and optionally the associated file for transmission. The function must be executed separately for each payroll due to the different processing frequencies. When run in update mode (Trial = ‘N’), the pay will be marked as ‘processed’, by the program, and will not be processed again in later [UPCAPERS] runs.\\
This update will process all bond plans, and produce a flat file to be remitted.\\ \\
CAPERS reports are due within 30 calendar days after the close of a service period. The report can be produced only after the CAPERS plan/coverages are set up, employees properly enrolled, and payrolls have been closed. At payroll time, the benefit routine will be invoked which populates the CAPERS pay components with values that are derived from pay components/elements as defined in the benefit components. Reporting will be done after the Pay closes; it will extract the numbers from the Benefit Components and produce the CAPERS report using the required format.\\ \\
Function [UPCAPERS] produces the CAPERS report and optionally the associated file for transmission. The function must be executed separately for each payroll due to the different processing frequencies. When run in update mode (Trial = ‘N’), the pay will be marked as ‘processed’, by the program, and will not be processed again in later [UPCAPERS] runs.\\ \\
At line 1,195 removed 2 lines
!Report Parameters & Filters
At line 1,198 changed 18 lines
||Report Parameters||
|Payroll|Mandatory, LOV available, <ALL>\\Limits the process to the payroll specified.
|Person Code (for Test)|Mandatory, Multiple Selection, LOV available, <ALL>\\The person code(s) of specific employee(s) to be processed for testing purposes.
|Entity|Mandatory, LOV available\\Limits the process to the entity specified.
|Pay Calendar|Mandatory, LOV available\\Limits the process to the pay calendar specified.
|Include All Pays (Testing)|Toggle
|For Pay Ending Date|Mandatory, Date, LOV available\\Usually the last pay date processed.
|Include Elected Officials|Mandatory, LOV available <No>\\If the User Field of 'ELECETED OFFICIAL' has a 'Y' on the Employee's Benefit Enrollment form then they may be included or excluded from the report/interface.
|Re-compute ER at Summary|Mandatory, LOV available <No>\\If this parameter is <Yes> then the ER Contribution will be recalculated in the Summary based on the Earnings and Rate from the Benefit Coverage.
|Sort By Name|Mandatory, LOV available\\Employees will be printed in this person code order unless this parameter is <Yes>
|Create File|Mandatory, LOV available\\The report may be run without creating an interface file (normally for testing purposes).
|Interface Code|Mandatory, LOV available\\Only those reports of the format “CAPERS Diskette” will display. Choose from the report formats created. The format “HL$CAPERS” has been provided as a sample, but should be copied, and the copy edited, by the client before running this report. The report definition selected will determine the format of the output file (if any), as well as the columnar content of the report.
|Interface Directory|Mandatory, text\\Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example, the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used.
|File Name|Mandatory, text\\Enter the name of the file that will be created in the interface directory specified.
|Exception Level|Mandatory, LOV available\\A ‘trace’ report of exception messages may be produced to assist in the testing phase. If necessary, choose from 0 – 9 (highest) level of trace. Please note that this is a voluminous report and will cause very slow performance.
|Trial|Mandatory, LOV available\\The report may be run in trial mode (Yes) or update mode (No)
|User Comment|Optional, text\\Users may enter a comment here that will appear on the selection criteria (header page) of the report. This is useful during testing phases to identify similar reports from each other.
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If not already defined in the Interface Formats Definition form (IDIF), load the standard interface file format using the starter_idif_hl$capers.sql script.\\ \\
Modify the standard CAPERS file requirements using the IDIF function. Rename the code from HL$CAPERS to a user-defined code.
If not already defined in the Interface Formats Definition form ([IDIF]), load the standard interface file format using the starter_idif_hl$capers.sql script.\\ \\
Modify the standard CAPERS file requirements using the [IDIF] function. Rename the code from HL$CAPERS to a user-defined code.
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||RECORD||FIELD||START POSITION||ENDING POSITION|NAME||VARIABLE NUMBER||NOTES
||RECORD||FIELD||START POSITION||ENDING POSITION||NAME||VARIABLE NUMBER||NOTES
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![Notes|Edit:Internal.CAPERS]
[{InsertPage page='Internal.CAPERS' default='Click to create a new notes page'}]
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This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyersTop