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UBEF APA INTERFACE
UBEF APA INTERFACE

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[{TableOfContents }]
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The Generate Benefit/Payroll Interface (UBEF) screen may be used to generate a pension interface file for the province of Alberta.
The Generate Benefit/Payroll Interface (UBEF) screen may be used to generate a pension interface file for the province of Alberta. The following describes the necessary set up required in order to create this type of interface.
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!!Required Set Up
The following describes the necessary set up required in order to create this type of interface.
!Step 1 - Define Plan Type in [IBPT]
!!Step 1 - Define Plan Type in [IBPT]
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!Step 2- Define Plan Definitions in [IBPN]
!!Step 2- Define Plan Definitions in [IBPN]
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!Step 3 - Define User Fields in [IMUF]
A new '[PN Employer Number|PN-EMPLOYER NUMBER (UDF)]' user-defined field must be set up for each APA pension plans. This employer number is assigned by the Alberta Pension Administration.
!!Step 3 - Define User Fields in [IMUF]
A new 'PN-EMPLOYER NUMBER' user-defined field must be set up for each APA pension plans. This employer number is assigned by the Alberta Pension Administration.
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The '[PN Employer Number|PN-EMPLOYER NUMBER (UDF)]' UDF must be defined in [IMUF] for the table [P2K_BE_PLAN_DEFINITIONS] with the following fields:
The 'PN-EMPLOYER NUMBER' UDF must be defined in [IMUF] for the table [P2K_BE_PLAN_DEFINITIONS] with the following fields:
;[User Field|USER_FIELD_NAME]:PN-EMPLOYER NUMBER
;[Prompt|FIELD_PROMPT]:PN Employer Number
;[Type|FIELD_TYPE]:Char
;[Format|FORMAT_MASK]:999
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[User Field|USER_FIELD_NAME]:PN-EMPLOYER NUMBER
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[Prompt|FIELD_PROMPT]:PN Employer Number
[Type|FIELD_TYPE]:Char
[Format|FORMAT_MASK]:999
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!Step 4 - Define Pay Elements in [IPPE]
!!Step 4 - Define Pay Elements in [IPPE]
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!Step 5 - Define Usercalcs in [IMUC]
!!Step 5 - Define Usercalcs in [IMUC]
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!Step 6 - Define Interface Format in [IDIF]
[HL$ABPERS-184] is provided in the [IDIF] screen as an example of a Pipe Delimited interface file for generating Record Type 18-4 for the Alberta Pension Administration.
!!Step 6 - Define Interface Format in [IDIF]
HL$ABPERS-184 is provided in the [IDIF] screen as an example of a Pipe Delimited interface file for generating Record Type 18-4 for the Alberta Pension Administration.
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[HL$ABPERS-184C] is also provided in [IDIF] as an example of a Comma Delimited file for generating an audit report of Record Type 18-4.
HL$ABPERS-184C is also provided in [IDIF] as an example of a Comma Delimited file for generating an audit report of Record Type 18-4.
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Standard [IDIF] definitions are provided for the other supported record types ([HL$ABPERS-18A] and [HL$ABPERS-18AC] for record type 18-A; [HL$ABPERS-18L] and [HL$ABPERS-18LC] for record type 18-L; [HL$ABPERS-18M] and [HL$ABPERS-18MC] for record type 18-M; [HL$ABPERS-18W] and [HL$ABPERS-18WC] for record type 18-W).
Standard [IDIF] definitions are provided for the other supported record types (HL$ABPERS-18A and HL$ABPERS-18AC for record type 18-A; HL$ABPERS-18L and HL$ABPERS-18LC for record type 18-L; HL$ABPERS-18M and HL$ABPERS-18MC for record type 18-M; HL$ABPERS-18W and HL$ABPERS-18WC for record type 18-W).
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The interface file layout for the Alberta Pension Administration is constructed so that the file is pipe delimited. Each file contains one header record and multiple detail records. The Transaction code and Detail type for the header record is always '94-1' for all files, while the Transaction code and Detail type for the detail records can be either '18-4', '18-A', '18-L', '18-M', or '18-W'.
!!Interface File Layout for the Alberta Pension Administration
The file is pipe delimited
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Each file contains one header record and multiple detail records. The Transaction code and Detail type for the header record is always '94-1' for all files, while the Transaction code and Detail type for the detail records can be either '18-4', '18-A', '18-L', '18-M', or '18-W'.
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;Supported Transaction Types for the Province of Alberta
||Transaction Type|| Description
|94-1 |Batch Header Record, a record of this type will be created together with all other transaction types in the file.
[UBEF APA Interface File Layout|UBEF APA INTERFACE FILE LAYOUT]
!Supported Transaction Types for the Province of Alberta
||Transaction\\Type|| Description
|94-1 |Batch Header Record, a record of this type will be created \\together with all other transaction types in the file.
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|18-L| Reports the Leave of Absence detail, or adjustments to this detail, where the member has continued to contribute while on leave
|18-L| Reports the Leave of Absence detail, or adjustments to this \\detail, where the member has continued to contribute\\ while on leave
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|18-W| Reports the Parenting Leave of Absence detail, or adjustment to this detail, where the member has continued to contribute while on leave.
|18-W| Reports the Parenting Leave of Absence detail, or adjustment\\ to this detail, where the member has continued to contribute \\while on leave.
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The user is now ready to run the UBEF to create an APA interface file
----
!!Step 7 - Run UBEF To Create APA Interface File
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----
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!!Report Parameters & Filters
!!Report Parameters
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|Entity| Mandatory. You must enter an entity
|From Date| Mandatory. Enter a Pay Period Begin Date
|To Date| Mandatory. Enter a Pay Period End Date
|Interface Code| Mandatory. Enter the Interface code from the [IDIF] screen
|Interface Level |Mandatory. Specify the level for the Interface file to be produced; this must be '10'. Lexicon [X_INTERFACE_LEVEL] values are:\\01 - EEM + EASD (not applicable for UBEF processing) \\02 - EEM + EASD + Contacts (not applicable for UBEF processing) \\10 - BE Plans \\11 - BE + Contacts (not applicable for UBEF processing)
|ER Addr Location| Optional. This allows you to enter an overridden location to retrieve the employer’s address. If this is not specified, the entity's location address is used.
|Sort by Active/Inactive| Optional. Check this toggle to sort inactive employees first.
|Sort Employees By|Optional. You should sort employees by Last Name/First Name, however, you may sort by the employee's pay destination or sort by Person code
|Create File |Optional. This field provides an option to create the file
|Directory Name |Optional. Enter a valid directory name
|File Name|Optional. Enter a file name or use the default file name from [IDIF] screen
|Exception Level |Optional. You should always run with the Exception level unless for tracing. In Trace Level 1, the employee header with Person Code and Employee Name are displayed with performance time, this can be used for Progress bar or to locate employee with problem. In Trace Level 2, the BE plans are displayed after employee header information
||Report Filters||
|People List Code| Optional. Please specify if People list is to be used
|Person Code| Optional. Enter one or more Person Codes
|Location| Optional. Enter one or more Location codes
|Authorization| Optional. Enter one or more Authorization Areas
|Department| Optional. Enter one or more Department Codes
|Org Level Type|Optional. Enter one or more Org Level Types
|Org Level |Optional. Enter one or more Org Level within Org Level Types
|Unit| Optional. Enter one or more Unit codes
|Group |Optional. Enter one or more Group codes
|Payroll| Optional. Enter one or more Payroll Codes
|Employment Status| Optional. Enter one or more Employment Statuses
|Termination Reason| Optional. Enter one or more Termination Reasons
|Plan Type| Optional. This field is applicable if Interface Level = 'BE plans'
|Plan| Optional. This field is applicable if Interface Level = 'BE plans'
----
![Notes|Edit:Internal.UBEF+APA+INTERFACE]
[{InsertPage page='Internal.UBEF+APA+INTERFACE' default='Click to create a new notes page'}]
|Entity| You must enter an entity \\Mandatory
|From Date| Enter a Pay Period Begin Date
|To Date| Enter a Pay Period End Date
|Interface Code| Enter the Interface code from the IDIF screen\\Mandatory
|Interface Level |Specify the level for the Interface file to be produced; \\this must be '10'. \\Mandatory \\Lexicon [X_INTERFACE_LEVEL] values are:\\01 - EEM + EASD (not applicable for UBEF processing) \\02 - EEM + EASD + Contacts (not applicable for UBEF processing) \\10 - BE Plans \\11 - BE + Contacts (not applicable for UBEF processing)
|ER Addr Location| This allows you to enter an overridden location to retrieve the employer’s address.\\If this is not specified, the entity's location address is used. \\Optional
|Sort by Active/Inactive| Check this toggle to sort inactive employees first.
|Sort Employees By| You should sort employees by Last Name/First Name, however, you may sort by the\\ employee's pay destination or sort by Person code
|Create File |This field provides an option to create the file
|Directory Name |Enter a valid directory name
|File Name| Enter a file name or use the default file name from [IDIF] screen
|Exception Level |You should always run with the Exception level unless for tracing\\In Trace Level 1, the employee header with Person Code and Employee Name are\\displayed with performance time, this can be used for Progress bar or to locate\\employee with problem\\In Trace Level 2, the BE plans are displayed after employee header information\\People List Code Please specify if People list is to be used (Optional)
|Person Code| Enter one or more Person Codes (Optional)
|Location| Enter one or more Location codes(Optional)
|Authorization| Enter one or more Authorization Areas (Optional)
|Department| Enter one or more Department Codes (Optional)
|Org Level Type| Enter one or more Org Level Types (Optional)
|Org Level |Enter one or more Org Level within Org Level Types (Optional)
|Unit| Enter one or more Unit codes (Optional)
|Group |Enter one or more Group codes (Optional)
|Payroll| Enter one or more Payroll Codes (Optional)
|Employment Status| Enter one or more Employment Statuses (Optional)
|Termination Reason| Enter one or more Termination Reasons (Optional)
|Plan Type| This field is applicable if Interface Level = 'BE plans' (Optional)
|Plan| This field is applicable if Interface Level = 'BE plans' (Optional)
This page (revision-32) was last changed on 26-Nov-2021 10:22 by JEscottTop