This page (revision-26) was last changed on 31-Aug-2022 10:30 by Karen Parrott

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

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Version Date Modified Size Author Changes ... Change note
26 31-Aug-2022 10:30 23 KB Karen Parrott to previous
25 26-Nov-2021 10:22 22 KB Meg McFarland to previous | to last
24 26-Nov-2021 10:22 22 KB ihowie to previous | to last
23 26-Nov-2021 10:22 22 KB kparrott to previous | to last
22 26-Nov-2021 10:22 22 KB kparrott to previous | to last
21 26-Nov-2021 10:22 22 KB kparrott to previous | to last

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UPCAPERSXML
UPCAPERSXML

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At line 66 changed 15 lines
A user-defined lexicon (CALPERS_SC) has been created to cross-reference the CalPERS Special Compensation codes, their categories and the pay components or elements that reflect the value for that special compensation. If you will use Special Compensation codes, you must run the script create_CALPERS_SC_lexicon.sql
which is included with the 4.10 Backend release. This will create the structure as noted below. You can then delete any records that do not pertain to your operation. Any changes you make, will be kept unless you run that script again.
The lexicon is CALPERS_SC and has the following structure in IMLN:
|SAVED VALUE|Special Compensation Type - which is a value from the List provided by the CalPERS agency
e.g. DST - Dictation/Shorthand/typing Premium
e.g. PFP - Physical Fitness Program
|DISPLAYED_VALUE|This is the Pay Component Code or Element name (if it starts with E- (eg E-EARNS23)) that contains the value for the special compensation
|MEANING|This is the Compensation Category (from CalPERS Agency) - must be one of ICP, EDP, PPP, SAP, SSI, SCL or UNK. if not specified will be lumped in with UNK
ICP - Incentive Pay
EDP - Educational Pay
PPP - Premium Pay
SAP - Special Assignment Pay
SSI - Statutory Items
UNK - Unknown
SCL - Sp Comp Legacy
A user-defined lexicon (CALPERS_SC) has been created to cross-reference the CalPERS Special Compensation codes, their categories and the pay components or elements that reflect the value for that special compensation. If you will use Special Compensation codes, you must run the script __''create_CALPERS_SC_lexicon.sql''__ which is included with the 4.10 Backend release. This will create the structure as noted below. Any records that do not pertain to your operation can then be deleted. Any changes made will be kept unless that script is run again.
The lexicon is CALPERS_SC and has the following structure in [IMLN]:
|SAVED VALUE|Special Compensation Type - which is a value from the list provided by the CalPERS agency\\ \\e.g. DST - Dictation/Shorthand/Typing Premium\\e.g. PFP - Physical Fitness Program
|DISPLAYED_VALUE|This is the Pay Component code or Element name (if it starts with E- (eg E-EARNS23)) that contains the value for the special compensation
|MEANING|This is the Compensation Category (from CalPERS Agency). This must be one of ICP, EDP, PPP, SAP, SSI, SCL or UNK. If the category is not specified, the compensation will be lumped in with UNK.\\ \\ICP - Incentive Pay\\EDP - Educational Pay\\PPP - Premium Pay\\SAP - Special Assignment Pay\\SSI - Statutory Items\\UNK - Unknown\\SCL - Sp Comp Legacy
At line 82 changed one line
You can use the table at the end of this document to aid in filling out this lexicon value set. If you are not using a particular special compensation code, you can leave it with its initial value or delete the record from IMLN.
%%information The table at the bottom of this page can be used to aid in filling out this lexicon value set. If you are not using a particular special compensation code, you can leave it with its initial value or delete the record from [IMLN].%%
At line 85 changed 4 lines
To create the CalPERS file, you must launch the UPCAPERSXML function. This is a batch process that could be scheduled as well. The following parameters have significance for the purposes of the CalPERS interface file generation:
;Entity Code:One Entity is allowed only per execution. Employer CalPERS ID is unique per Entity
;Pay Calendar:Only one Pay Calendar (Frequency) per execution
;Pay Period:This identifies the Pay Period of the current CalPERS Reporting Cycle. Any transactions that are dated previous to the Period Begin Date of this period are considered adjustments.
To create the CalPERS file, the UPCAPERSXML function must be launched. This is a batch process that could be scheduled as well. The following parameters have significance for the purposes of the CalPERS interface file generation:
;Entity Code:One entity is allowed only per execution. Employer CalPERS ID is unique per entity.
;Pay Calendar:Only one pay calendar (frequency) is allowed per execution.
;Pay Period:This identifies the pay period of the current CalPERS Reporting Cycle. Any transactions that are dated previous to the Period Begin date of this period are considered adjustments.
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;CPE File Name:The name of the actual file you want created, for Payroll & Retirement submission. Note that CalPERS expects files that will be submitted to be in a specific naming format.
;SP2 File Name:The name of the actual file you want created, for SIP2 submission. If this file name is provided AND there are SIP2 entries to be made, they will be written to this file, instead of the CPE file. Note that this file name is optional.
;Test Report:If set to “No” will update the POSTED UPCAPERS field with a “Y” so the pay header being processed does not get picked up again in a subsequent run. The generated XML file will be marked as a valid file.
;CPE File Name:This is the name of the actual file you want created, for Payroll & Retirement submission. Note that CalPERS expects files that will be submitted to be in a specific naming format.
;SP2 File Name:The name of the actual file you want created, for SIP2 submission. If this file name is provided __and__ there are SIP2 entries to be made, they will be written to this file, instead of the CPE file. Note that this file name is optional.
;Test Report:If set to “No”, the POSTED UPCAPERS field will be updated with a “Y” so the pay header being processed does not get picked up again in a subsequent run. The generated XML file will be marked as a valid file.
At line 94 changed one line
;Filters:These filters can be used to further narrow down the list of pay headers that you wish to process. Typically Entity, Payroll and Pay Run Number are used to filter to a specific pay run, or Person may be used to run tests against a subset of employees.
;Filters:These filters can be used to further narrow down the list of pay headers that you wish to process. Typically 'Entity', 'Payroll' and 'Pay Run Number' are used to filter to a specific pay run, or 'Person' may be used to run tests against a subset of employees.
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The “Report List” will indicate all the Pays, as seen on IPPH that will be processed by the UPCAPERSXML program.
The “Report List” will indicate all the pays, as seen on [IPPH] that will be processed by the UPCAPERSXML program.
At line 101 changed 7 lines
|SAVED VALUE|Special Compensation Type - which is a value from the List provided by the CalPERS agency
e.g. DST - Dictation/Shorthand/typing Premium
e.g. PFP - Physical Fitness Program
|DISPLAYED_VALUE|This is the Pay Component Code or Element name (if it starts with E- (eg E-EARNS23)) that contains the value for the special compensation
For example, if for Educational Incentive Pay (EEI) you are computing/entering this in pay component 6543, you would update the displayed value for the EEI entry from PC or E-Element to 6543.
For example, if you had an element called EDUC_INCENT which contained all the pay components going into this special compensation category, you would update the displayed value from PC or E-Element to E-EDUC_INCENT – the E- at the beginning is the trigger to identify the value as an element
|MEANING |This is the Compensation Category (from CalPERS Agency) - must be one of ICP, EDP, PPP, SAP, SSI, SCL or UNK. if not specified will be lumped in with UNK
|SAVED VALUE|Special Compensation Type - which is a value from the list provided by the CalPERS agency.\\ \\e.g. DST - Dictation/Shorthand/Typing Premium\\e.g. PFP - Physical Fitness Program
|DISPLAYED_VALUE|This is the Pay Component code or Element name (if it starts with E- eg E-EARNS23) that contains the value for the special compensation.\\ \\For example, if for Educational Incentive Pay (EEI) you are computing/entering this in pay component 6543, you would update the displayed value for the EEI entry from PC or E-Element to 6543.\\ \\For example, if you had an element called EDUC_INCENT which contained all the pay components going into this special compensation category, you would update the displayed value from PC or E-Element to E-EDUC_INCENT – the E- at the beginning is the trigger to identify the value as an element.
|MEANING |This is the Compensation category (from CalPERS Agency). The category must be one of ICP, EDP, PPP, SAP, SSI, SCL or UNK. If the category is not specified, the compensation will be lumped in with UNK.\\ \\ICP - Incentive Pay\\EDP - Educational Pay\\PPP - Premium Pay\\SAP - Special Assignment Pay\\SSI - Statutory Items\\UNK - Unknown\\SCL - Sp Comp Legacy
At line 109 removed 8 lines
ICP - Incentive Pay
EDP - Educational Pay
PPP - Premium Pay
SAP - Special Assignment Pay
SSI - Statutory Items
UNK - Unknown
SCL - Sp Comp Legacy
At line 129 changed one line
Educational Pay (EDP)
!Educational Pay (EDP)
At line 148 changed one line
Premium Pay (PPP)
!Premium Pay (PPP)
At line 152 changed one line
Special Assignment Pay (SAP)
!Special Assignment Pay (SAP)
At line 229 changed one line
Statutory Items (SSI)
!Statutory Items (SSI)
At line 235 changed one line
||Unknown||(UNK)
!Unknown (UNK)
||Type||Long Name||PC Code||Element Code
This page (revision-26) was last changed on 31-Aug-2022 10:30 by Karen ParrottTop