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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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] and [IPTRE] screens allow the user to enter or maintain pay transactions in batches generated by the [UPTG] pay generation process.
The [IPTR] screen allows the user to enter or maintain pay transactions in batches generated by the [UPTG] pay generation process.
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[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.
[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 flag will appear to the left of the transaction.
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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.
When adding a new record, the user will receive prompts to allow quick copies:
*‘New’ - no values will be copied, blank line will be inserted
* ‘Copy’ - all values are duplicated, including date, employee, time, position, etc.
*‘Copy Without Employee’ – all values except employee code will be duplicated, including date, time, position, etc.
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Users may add new transactions using a few different methods.
*Users may press the deep copy button located in the toolbar of the [IPTR] /[IPTRE]
*Users may press F5 to do a deep copy of the transaction in focus
*Users may press F4 to copy the record above the transaction in focus, it should be noted that not all of the transaction's details will be copied using this method
*Users may press F6 to create an empty transaction record
*Users may press the green add button to create an empty transaction record
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The Maintain Employee Pay Transactions ([IPTRE]) screen provides an alternative method for searching transactions by employee.
This screen provides the ability to enter pay transactions by employee. Using this screen, the user has the ability to see the employee's batch history, and the employee's totals by time code, time type and time code set.
The Balance Pay Transactions ([IPTRB]) screen provides the users with the ability to see transaction totals for the batch. This screen may be accessed from [IPTR] by pressing the 'Balance Batch' button in the [IPTR] header. The screen may also be accessed using the command line or menu from within the professional application.
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.
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.
!Visual Clues
The [IPTR] and [IPTRE] have been enhanced to display visual clues for warnings, certain information and errors. Different clues will display depending on if the record is in or out of focus.
When the record is not in focus the following clues may be visible:
*INVALID – Red disc marked with white ‘x’ in center
*WARNING – Yellow triangle marked with black ‘!’ in center
*INFO – Blue speech bubble marked with black ‘!’ in center
When the record is in focus the following clues may be visible:
*INVALID – text is styled to be strike through
*WARNING – text is styled to be underlined
*INFO – text is styled to be italicized
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.
Here are a few examples of when these visual clues will appear:
|| Level||Scenario||Clue - In Focus ||Clue - Not in Focus
|WARNING| Leave Cascades| Leave amount is underlined |Leave amount field will have a yellow triangle marked with white ‘!’ in center
|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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![Notes|Edit:Internal.FEATURES+OF+IPTR]
[{InsertPage page='Internal.FEATURES+OF+IPTR' default='Click to create a new notes page'}]
![Discussion|Edit:Internal.FEATURES+OF+IPTR]
[{InsertPage page='Internal.FEATURES+OF+IPTR' default='Click to create a new discussion page'}]
}]
This page (revision-19) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop