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 35 changed 6 lines
User Defined Fields are utilized, at this time, for storing some CalPERS information. These User Fields are all required and UPCAPERSXML will issue error messages and terminate if any are missing.
The following User Defined Fields (UDFs) are required for operation of this XML interface and need to be defined on IMUF, as character fields:
User Field Table Alias Meaning
CALPERS_INTERFACE_TYPE DED This CalPERS ID is a new unique identifier, created by the new system. The CalPERS XML Schema names this item ‘Interface Type’ and most likely should contain ‘10006’ for regular Payroll.
CALPERS_BP_ID DED If you are reporting your own payroll files the Business Partner ID is the same as the Employer CalPERS ID. If you use a third-party vendor then CalPERS will assign a unique identifier number once the third-party becomes an approved business partner
CALPERS_EMPLOYER_ID DED This CalPERS ID is a new unique identifier, created by the new system. This replaces the CalPERS Employer Code and Unit Code used today. This CalPERS ID of the Employer who is submitting the payroll on behalf of all the employees in the file.
User-defined fields (UDFs) are utilized, at this time, for storing some CalPERS information. These UDFs are all required and UPCAPERSXML will issue error messages and terminate if any are missing.
The following UDFs are required for operation of this XML interface and need to be defined on [IMUF], as character fields:
||User Field||Table Alias||Meaning
|CALPERS_INTERFACE_TYPE|DED|This CalPERS ID is a new unique identifier, created by the new system. The CalPERS XML Schema names this item ‘Interface Type’ and most likely should contain ‘10006’ for regular Payroll.
|CALPERS_BP_ID|DED|If you are reporting your own payroll files the Business Partner ID is the same as the Employer CalPERS ID. If you use a third-party vendor then CalPERS will assign a unique identifier number once the third-party becomes an approved business partner
|CALPERS_EMPLOYER_ID|DED|This CalPERS ID is a new unique identifier, created by the new system. This replaces the CalPERS Employer Code and Unit Code used today. This CalPERS ID of the Employer who is submitting the payroll on behalf of all the employees in the file.
At line 42 changed one line
POSTED UPCAPERS PPH A flag that is used to indicate if the pay header has been posted to CalPERS or not. A value of “Y” means that it has, and it will not be processed by subsequent UPCAPERSXML runs. A value of “N” or null means that it has not yet been processed and is eligible to be picked up.
|POSTED UPCAPERS|PPH|A flag that is used to indicate if the pay header has been posted to CalPERS or not. A value of “Y” means that it has, and it will not be processed by subsequent UPCAPERSXML runs. A value of “N” or null means that it has not yet been processed and is eligible to be picked up.
At line 47 changed one line
CALPERS_ID EID CalPERS-generated unique CalPERS ID for Participant
|CALPERS_ID|EID|CalPERS-generated unique CalPERS ID for Participant
At line 50 changed one line
APPOINTMENT_ID EASD The code representing the appointment into which the Employee has been hired
|APPOINTMENT_ID|EASD|The code representing the appointment into which the Employee has been hired
At line 54 changed 3 lines
PERS_MEMO EASD This memo line can be provided by the employer as a reference field. CalPERS will store this information and provide it back to the employer on a download of FTP response.
PERSRPT SIP Type DUD This line reads from the Lexicon X_PERSRPT_SIP (created above) to return one of four values PERSRPT SIP1, PERSRPT SIP2, PERSRPT SIP3 or PERSRPT SIP4. Currently only PERSRPT SIP2 is supported for SIP reporting.
Pers SIP Plan Id DUD Pers SIP Plan Id is the plan identification number supplied by CALPERS for the Unit that is being reported.
|PERS_MEMO|EASD|This memo line can be provided by the employer as a reference field. CalPERS will store this information and provide it back to the employer on a download of FTP response.
|PERSRPT SIP Type|DUD|This line reads from the Lexicon X_PERSRPT_SIP (created above) to return one of four values PERSRPT SIP1, PERSRPT SIP2, PERSRPT SIP3 or PERSRPT SIP4. Currently only PERSRPT SIP2 is supported for SIP reporting.
|Pers SIP Plan Id|DUD|Pers SIP Plan Id is the plan identification number supplied by CALPERS for the Unit that is being reported.
At line 60 changed 3 lines
• CalPERS ID –The CalPERS ID is a new unique identifier, which will be created by the new system during enrolment and will be used to identify participants when sharing data with CalPERS. This is tied to the employee on the IEID screen.
• Appointment ID - CalPERS will generate and store Appointment ID for the Participant at the time of enrolment, and this is tied to the employee’s position on the IEAS screen
• Beneficiary ID – CalPERS is creating a unique identifier for the beneficiaries. This is not currently used.
*CalPERS ID –The CalPERS ID is a new unique identifier, which will be created by the new system during enrolment and will be used to identify participants when sharing data with CalPERS. This is tied to the employee on the IEID screen.
*Appointment ID - CalPERS will generate and store Appointment ID for the Participant at the time of enrollment, and this is tied to the employee’s position on the IEAS screen
*Beneficiary ID – CalPERS is creating a unique identifier for the beneficiaries. This is not currently used.
At line 66 changed 2 lines
Retired Annuitants may be identified either through their Employment Status (on IEAS) or via enrolment in a CALPERS plan.
Option 1 – Employment Status
Retired Annuitants may be identified either through their Employment Status (on IEAS) or via enrollment in a CALPERS plan.
!Option 1 – Employment Status
At line 70 changed one line
Option 2 – Retiree Plan Coverage
!Option 2 – Retiree Plan Coverage
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SAVED VALUE Special Compensation Type - which is a value from the List provided by the CalPERS agency
|SAVED VALUE|Special Compensation Type - which is a value from the List provided by the CalPERS agency
At line 84 changed 2 lines
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
|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
At line 98 changed 14 lines
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.
Directory Name
This is the directory on the data base server that you want to have the file created in. This must be a directory (or directory object) that is write-enabled for the data base process.
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.
;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.
;Directory Name:This is the directory on the data base server that you want to have the file created in. This must be a directory (or directory object) that is write-enabled for the data base process.
;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.
At line 113 changed 3 lines
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.
Note that the PAY RUN NUMBER filter will only show pay runs that are for the pay period selected in the report parameters section.
;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.
%%information Note that the PAY RUN NUMBER filter will only show pay runs that are for the pay period selected in the report parameters section.%%
At line 119 changed one line
SAVED VALUE Special Compensation Type - which is a value from the List provided by the CalPERS agency
|SAVED VALUE|Special Compensation Type - which is a value from the List provided by the CalPERS agency
At line 122 changed one line
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
|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
At line 125 changed 2 lines
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
|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
At line 134 changed 5 lines
Incentive Pay (ICP)
Type Long Name PC Code Element Code
BON Bonus
DST Dictation/Shorthand/typing Premium
LLP Longevity Pay
!Incentive Pay (ICP)
||Type||Long Name||PC Code||Element Code
|BON|Bonus| |
|DST|Dictation/Shorthand/typing Premium
LLP|Longevity Pay
At line 147 changed one line
Type Long Name PC Code Element Code
||Type||Long Name||PC Code||Element Code
At line 166 changed one line
Type Long Name PC Code Element Code
||Type||Long Name||PC Code||Element Code
At line 170 changed one line
Type Long Name PC Code Element Code
||Type||Long Name||PC Code||Element Code
At line 247 changed 4 lines
Type Long Name PC Code Element Code
FLS Fair Labor Standards Act (FLSA)
HPP Holiday Pay
UAA Uniform Allowance
||Type||Long Name||PC Code||Element Code
|FLS|Fair Labor Standards Act (FLSA)| |
|HPP|Holiday Pay
|UAA|Uniform Allowance
This page (revision-26) was last changed on 31-Aug-2022 10:30 by Karen ParrottTop