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UPCPAY
UPCPAY

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This feature provides the ability to mass generate large numbers of employee pay headers. It generates one payroll at a time and a single pay header per employee for the selected pay period.
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!!Processing Information
This feature provides the ability to mass generate large numbers of employee pay headers. It generates one payroll at a time and a single pay header per employee for the selected pay period. \\ \\
UPCPAY will only generate a ‘regular pay’ header for an employee if there is no other pay header identified as ‘regular pay’ for that period. It also will not select an employee if the hire date is greater than the period end date or if the termination date is less than the period begin date.
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UPCPAY only generates a ‘regular pay’ header for an employee if there is no other pay header identified as ‘regular pay’ for that period. It also will not select an employee if the hire date is greater than the period end date or if the termination date is less than the period begin date. \\ \\
The pay header generator will automatically create batches and pay headers. The generated batches then become part of the normal pay cycle and may be accessed via the Batch Control ([IPBE]) function. This function does NOT mark generated transaction as ‘Audited’. In the same manner as any other pay header, those generated by this function must be audited ([UPAUDT]) before becoming eligible for calculation by [UPCALC].
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When the 'Incl Prior Terminations' parameter is set to ON during the first pay period of a year, employees that were terminated in the last pay period of the prior year can be included as well. Terminated employees are included only if an employee had at least one pay in the prior year. \\ \\
Those clients who need to manually enter transactions based on time sheets will use this function. Employees will be processed if they are paid Weekly, Biweekly, Semi-Monthly, or Monthly.
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The pay header generator automatically creates batches and pay headers. The generated batches then become part of the normal pay cycle and may be accessed through the Administer Batches ([IPBE]) process. This process does NOT mark generated transaction as ‘Audited’. In the same manner as any other pay header, pay headers generated by this function must be audited through ([UPAUDT]) before becoming eligible for calculation by [UPCALC]. \\ \\
Pay categories are identified as ‘Regular Pay’ through the Regular Pay field on the Pay Category ([IPPGU] or [IPPGC]) form.
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Organizations who manually enter transactions based on time sheets will use this function. \\ \\
The Generate Pay Header of Transactions (UPCPAY) form will create the necessary batches and pay headers.
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Employees will be processed if they are paid Weekly, Biweekly, Semi-Monthly, or Monthly. \\ \\
You may access this feature under the Reports/Updates menu: __Payroll > Generate Pay Headers/Trans__
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Pay categories are identified as ‘Regular Pay’ through the Regular Pay field on the Define Pay Categories ([IPPGU] or [IPPGC]) form. \\
||Report Parameters||
|__Entity__|__Mandatory, LOV Available__
|__Payroll__|__Mandatory, LOV Available__
|__Pay Period__|__Mandatory, LOV Available__
|__Pay Category__|__Mandatory, LOV Available__
|__ONLY Stat Code__|__Optional, LOV Available__ \\If a Stat Code is specified, UPCPAY will generate Pay Headers for employees \\who have non-zero values in this Stat Code.
|__Prime Assignment Only__|__Optional, LOV Available__
|__Create Batch Code__|__Text, Optional, Manual__
|__Create Batch Type__|__Mandatory, LOV Available__ \\Pay Header \\Pay Transaction - This allows UPCPAY to generate Pay Headers Only or \\Pay Headers with Pay Transaction lines.
|__Batching Method__|__Mandatory, LOV Available__
|__Audit Text__|__Optional, Text, Manual__
|__Create as Eligible__|__Optional Toggle, ON or OFF__
|__Exception Level__|__Mandatory, LOV Available__ \\‘0 – 9’ available
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%%information Terminated employees are always selected when the Termination date is within the pay period.
When the 'Inc Prior Terminations' parameter is set to ON during the first pay period of a year, employees that were terminated in the last pay period of the prior year can be included as well. The terminated employee is included only if the employee has a least on pay in the prior year.%%
The Generate Pay Header of Transactions (UPCPAY) process will create the necessary batches and pay headers.
!!UPCPAY Report Parameters
||Field||Description
|Entity|Mandatory. Defines the Entity to generate pay headers/transactions for. Users can select from the LOV.
|Payroll|Mandatory. Defines the payroll to generate pay headers/transactions for. Users can select from the LOV.
|Pay Period|Mandatory. Defines the payroll to generate pay headers/transactions for. Users can select from the LOV.
|Pay Category|Mandatory. Defines the pay category to generate pay headers/transactions for. Users can select from the LOV.
|ONLY Stat Code|If a Stat code is defined, UPCPAY will generate pay headers for employees who have non-zero values in this Stat code. When a 'Stat Code' is defined, a pay will NOT be generated if there are any unprocessed transactions in [IPTR] for the employee in any pay period. Optional.
|Prime Assignment Only|When set to YES, the report will include only prime assignments only. [Yes or No|X_YES_NO] lexicon. Optional.
|Incl Prior Terminations|When set to YES, the report will include prior terminations. [Yes or No|X_YES_NO] lexicon. Optional.
|Terminated Sundry|If this element is defined, then terminated employees with sundries in this element will have a pay created. This can be used when a terminated employee must receive payments, such as a Bonus, after they have been terminated. Optional.
|Create Batch Code|Text field. Optional.
|Create Batch Type|Mandatory. Defines the batch type. [BATCH TYPE|X_BATCH_TYPE] lexicon
|Batching Method|Mandatory. Defines the batching method. [UPCPAY BATCH BY|X_UPCPAY_BATCH_BY] lexicon.
|Audit Text|Text field. Optional.
|Create as Eligible|When set to YES, the batches created will be eligible for UPCALC. [Yes or No|X_YES_NO] lexicon. Optional.
|Sort Employees By|Mandatory. Defines how the people information will be sorted. [Sort People By|X_PERSON_SORT] lexicon.
|Exception Level|Defines the exception level (report messages) to be printed. [Exception Level|X_TRACE_LEVEL] lexicon. Optional.
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!!UPCPAY Report Filters
||Field||Description
|People List|Users can enter one or more people lists to process. Multiple selections allowed. Users can select from the LOV. Optional.
|Person|Users can enter one or more person codes to process. Multiple selections allowed. Users can select from the LOV. Optional.
|Location|Defines a specific location to process. Multiple selections allowed. Users can select from the LOV. Optional.
|Auth Area|Multiple selections allowed. Users can select from the LOV. Optional.
|Department|Defines a specific department to process. Multiple selections allowed. Users can select from the LOV. Optional.
|Unit|Defines a specific Unit to process. Multiple selections allowed. Users can select from the LOV. Optional.
|Group|Defines a specific Group to process. Multiple selections allowed. Users can select from the LOV. Optional.
|Status|Defines a specific Status to process. Multiple selections allowed. Users can select from the LOV. Optional.
||Report Filters||
|__People List Code__|__Optional, Multiple selections, LOV available__
|__Person Code__|__Optional, Multiple selections, LOV available__
|__Department__|__Optional, Multiple selections, LOV available__
|__Authorization__|__Optional, Multiple selections, LOV available__
|__Location__|__Optional, Multiple selections, LOV available__
|__Unit__|__ Optional, Multiple selections, LOV available__
|__Group__|__Optional, Multiple selections, LOV available__
|__Status__|__ Optional, Multiple selections, LOV available__
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![Notes|Edit:Internal.UPCPAY]
[{InsertPage page='Internal.UPCPAY' default='Click to create a new notes page'}]
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||Report Options||
|__Sort Employees By__|__Mandatory, LOV Available__
|__Show Color__|__Optional, LOV Available__
This page (revision-13) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop