This page (revision-19) was last changed on 26-Nov-2021 10:22 by Karen Parrott

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

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Version Date Modified Size Author Changes ... Change note
19 26-Nov-2021 10:22 7 KB Karen Parrott to previous
18 26-Nov-2021 10:22 7 KB kparrott to previous | to last
17 26-Nov-2021 10:22 7 KB JEscott to previous | to last
16 26-Nov-2021 10:22 7 KB JEscott to previous | to last
15 26-Nov-2021 10:22 7 KB JEscott to previous | to last
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12 26-Nov-2021 10:22 7 KB JEscott to previous | to last
11 26-Nov-2021 10:22 6 KB JEscott to previous | to last FEATURES OF IPTR ==> FEATURES OF IPTR and IPTRE
10 26-Nov-2021 10:22 6 KB JEscott to previous | to last
9 26-Nov-2021 10:22 7 KB JEscott to previous | to last
8 26-Nov-2021 10:22 7 KB JEscott to previous | to last
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3 26-Nov-2021 10:22 3 KB JAiken to previous | to last
2 26-Nov-2021 10:22 3 KB JEscott to previous | to last
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Page References

Incoming links Outgoing links
FEATURES OF IPTR and IPTRE
FEATURES OF IPTR and IPTRE

Version management

Difference between version and

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The [IPTR] screen allows the user to enter or maintain pay transactions in batches generated by the [UPTG] pay generation process.
The [IPTR] and [IPTRE] screens allow the user to enter or maintain pay transactions in batches generated by the [UPTG] pay generation process.
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[IPTR] allows an employee to have transactions in different batches during the same period. If, on any day, an employee has transaction(s) in more than one batch, a blue information icon marked with a black ‘!’ in the center will appear to the right of the [Start Date|START_DATE] for the transaction. If the transaction is in focus the [Start Date|START_DATE] will be italicized. When the user hovers their mouse over the information icon a speech bubble will appear indicating which [batch number|BATCH_NUMBER] the other transactions are in.
[IPTR] and [IPTRE] allow an employee to have transactions in different batches during the same period. If an employee has transaction(s) in more than one batch for the same day, a blue information icon marked with a black ‘!’ in the center will appear to the right of the [Start Date|START_DATE] for the transaction. If the transaction is in focus the [Start Date|START_DATE] will be italicized. When the user hovers their mouse over the information icon a speech bubble will appear indicating the [batch number|BATCH_NUMBER] and batch status of the batch the other transactions are in.
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The pay transaction batch in IPTR gets locked once an approval has been triggered and a user who is not an approver will not be allowed to make any changes to the batch.
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*Users may press the deep copy button located in the toolbar of the [IPTR]
*Users may press the deep copy button located in the toolbar of the [IPTR] /[IPTRE]
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The client may configure which totals they wish to see for both [IPTRE] and [IPTRB]. The page [How To Configure Transaction Totals|HOW TO CONFIGURE TRANSACTION TOTALS] reviews how this can be done.
The client may configure which totals they wish to see for both [IPTRE] and [IPTRB]. Both of these forms provide toggles which allow the users to choose to display totals by time codes, time types or time code sets. Clients can choose which time code sets to display by turning ON the toggle [Is IPTR Total|IS_IPTR_TOTAL] in [IDTCS] for only the time code sets they wish to use for totals. These will be used in [IPTRE] and in [IPTRB]. If there are no time code sets with this toggle turned ON, the system will dynamically choose up to 15 time code sets to display in both forms.
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IPTR it is a complex screen that allows users to insert records in the same area on two tables (PTR, PTRC).
* In order to achieve this behavior a technology has been developed to add on to the PTR table non database columns (fix/variable time codes/premiums on the grid).
* Once the data is in I/U/D on the database and the form is refreshed, we populate fix time code columns and after the variable time codes with whatever is left.
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*WARNING – Yellow triangle marked with white ‘!’ in center
*WARNING – Yellow triangle marked with black ‘!’ in center
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The user may also hover their mouse over the icon to have a bubble text window appear indicating a message as to what the issue is with the transaction.
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These visual clues are used mostly for leave transactions, for instance:
*When leave cascades the leave amount will display the warning icon, either a yellow triangle marked with white ‘!’ in center when the record is not in focus or the text may be underlined if the record is in focus.
*When a leave bank is exceeded leave amount will display the warning icon, either a yellow triangle marked with white ‘!’ in center when the record is not in focus or the text may be underlined if the record is in focus.
*When a leave requires a leave reason the leave amount will display the error icon. If the record is not in focus the red disc marked with white ‘x’ in center will appear in the leave amount field. If the record is in focus the leave amount text will have a strike through it. Missing required leave reasons is considered an error and thus the error icon is used, the user must provide the leave reason on time codes tab.
*When a transaction is for a valid leave and there are no warnings or errors, the leave amount will display as italicized. This is to indicate the transaction is for a leave.
The user may also hover their mouse over the icon to have a bubble text window appear with a message describing the reason for the icon.
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Here are a few examples of when these visual clues will appear:
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|WARNING |Leave Bank Exceeds |Leave amount is underlined |Leave amount field will have a yellow triangle marked with white ‘!’ in center
|INVALID|Leave Reason Required| Leave amount text will have a strike through it |Leave amount field will have a the red disc marked with white ‘x’ in center
|INVALID| Delete Generated Transaction| The left side of the transaction will have a the red disc marked with white ‘x’ in center|The left side of the transaction will have a the red disc marked with white ‘x’ in center
|INFO | Valid Leave Taken| The leave amount will display as italicized |The leave amount will display as italicized
|INFO |EE is in multiple batches for the same pay period|Start Date will be italicized. | Start Date will have a blue information icon marked with a black ‘!’ in the center will appear to the right of the Start Date for the transaction
|WARNING |Leave Bank Exceeded |Leave amount is underlined |Leave amount field will have a yellow triangle marked with white ‘!’ in center
|INVALID|Leave Reason Required| Leave amount text will have a strike through it |Leave amount field will have a red disc marked with a white ‘x’ in center
|INVALID| Delete Generated Transaction| Left side of the transaction will have a red disc marked with a white ‘x’ in center| Left side of the transaction will have a red disc marked with a white ‘x’ in center
|INFO |EE has transactions for the same assignment and for the same date in multiple batches|Start Date will be italicized | Start Date will have a blue information icon marked with a black ‘!’ in the center
For more information on Cascading leaves and leave reasons please see the page titled [Leave Cascades and Leave Reasons | CASCADE AND LEAVE REASONS].
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[{If var='loginstatus' contains 'authenticated'
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![Discussion|Edit:Internal.FEATURES+OF+IPTR]
[{InsertPage page='Internal.FEATURES+OF+IPTR' default='Click to create a new discussion page'}]
}]
![Notes|Edit:Internal.FEATURES+OF+IPTR]
[{InsertPage page='Internal.FEATURES+OF+IPTR' default='Click to create a new notes page'}]
This page (revision-19) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop