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Page References

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UPTG
UPTG

Version management

Difference between version and

At line 3 changed 21 lines
||Report Parameters||
|__Entity__|__Mandatory, LOV Available__\\Limits the process to the entity specified.
|__Payroll__|__Mandatory, LOV Available__\\Only one payroll may be selected per execution of this function.
|__Pay Period__|__Mandatory, LOV Available__ \\Defaults to period that contains the ‘As Of ‘date.
|__Pay Category__|__Mandatory, LOV Available__\\Users must indicate the category that the batches and pay headers are to be \\processed under.
|__From Date__|__Mandatory, Date, LOV Available__\\Defaults from the pay period chosen but may be changed.
|__To Date__|__Mandatory, Date, LOV Available__\\Defaults from the pay period chosen but may be changed.
|__Batch Type__|__Mandatory, LOV Available__\\Batch and their pay headers may be created with hours and salary, hours only or \\salary only. This setting, if used, overrides the work rule (IDWR - Time Codes tab) \\Time Generation Rule.
|__Batch By__|__Mandatory, LOV Available, Defaults as <Department>__ \\Users may batch by authorization area, department, department batch code, \\location, or payroll.
|__Source Payroll__|__Optional, LOV Available__
|__Destination Payroll__|__Optional, LOV Available__
|__Rate Meth. For Salary__|__Optional, LOV Available__
|__Assignment Selection__|__Mandatory, LOV Available__
|__Prime Assign. Only__|__Optional, Toggle__ \\If Toggle is ON, only the prime assignment will be used, if toggle is OFF any \\qualified assignment will be used.
|__Split by Fiscal Periods__|__Optional, Toggle__ \\If toggle is ON, the time will be spit by fiscal periods if required, if Off, no fiscal period \\splits.
|__Ignore Leave Lines__|__Optional, Toggle__ \\If OFF, the transactions will be inserted for employees on leave (IAAL).
|__Create as Eligible__|__Optional, Toggle__ \\Should the transaction batch be created as eligible? The eligible flag is often used \\to communicate between payroll clerical staff entering time, and the payroll master. \\Users indicate that the batch is ‘eligible’ (ready). If users do not wish to use this \\functionality, they may create the batch as eligible. The batch must be both eligible \\and approved to be picked up by the Update Pay Transactions program (UPTR).
|__Create as Approved__|__Optional, Toggle__\\Should the transaction batches be created as pre-approved? The ‘approved’ flag \\may be used to indicate that the batch has been finished, audited, and/or approved \\by a supervisor. Sites that do not wish to use this functionality may create preapproved \\batches. The batch must be both eligible and approved to be picked up \\by the Update Pay Transactions program (UPTR).
|__Rerun Selected EEs__|__Optional, LOV Available__
|__Trial__|__Optional, Toggle__ \\If ‘ON’ then the update is not committed and UPTG may be run again. \\If ‘OFF’ then the update is committed.
|__Exception Level__|__Mandatory, LOV Available__ \\Users may increase the level of logging done from exception to user, legislation, \\usercalc, program or utility levels.
!!Processing Information
At line 25 changed 13 lines
||Report Filters||
|__People List__|__Optional, Multiple, and LOV Available__ \\A people list may be used to indicate specific employee transaction to be \\processed.
|__Person__|__Optional, Multiple, and LOV Available__\\The person code(s) of specific employee(s) to be processed.
|__Department__|__Optional, Multiple, and LOV Available__ \\The report may be limited to the departments specified in this field.
|__Org Level__|__Optional, Multiple, and LOV Available__\\The report may be limited to the organization level specified in this field.
|__Authorization__|__Optional, Multiple, and LOV Available__ \\The report may be limited to the authorization level specified in this field.
|__Location__|__Optional, Multiple, and LOV Available__\\The report may be limited to the locations specified in this field.
|__Unit__|__Optional, Multiple, and LOV Available__\\The report may be limited to the units specified in this field.
|__Group__|__ Optional, Multiple, and LOV Available__\\The report may be limited to the groups specified in this field.
|__Employment Status__|__Optional, Multiple, and LOV Available__ \\May limit the processing of employees to their employment status.
|__Employment Type__|__Optional,Multiple, LOV Available__May limit the processing of employees to specific employment types
|__Assignment Type__|__Optional,Multiple, LOV Available__May limit the processing of employees to specific assignment types
|__Pay Type__|__Optional, LOV Available__\\May limit processing of employees to the type of pay indicate on their group.
The Generate Pay Transactions (UPTG) process creates pay transactions for a selected number of employees based on their work rule definition.
Generation of batches of Pay Transactions is done for a:
* Defined payroll
* Set of employees within the payroll that match the report parameters
* Defined pay period or a date range within the defined pay period
* Defined pay category
For more information on how to run the UPTG please see the page [GENERATE PAY TRANSACTIONS].
----
!!UPTG Report Parameters
||Field||Description
|Entity|Mandatory, LOV Available. Limits the process to the entity defined.
|Payroll|Mandatory, LOV Available. Only one payroll can be selected per execution of this function.
|Pay Period|Mandatory, LOV Available. Defaults to period that contains the ‘As Of ‘date.
|Pay Category|Mandatory, LOV Available. Users must define the category that the batches and pay headers are to be processed under.
|From Date|Mandatory, Date, LOV Available. Defaults from the pay period defined but can be changed.
|To Date|Mandatory, Date, LOV Available. Defaults from the pay period defined but can be changed.
|Batch Type|Mandatory, LOV Available. Batch and their pay headers can be created with hours and salary, hours only or salary only.
|Batch By|Mandatory, LOV Available. Defaults to <Payroll>. Users can batch by authorization area, department, department batch code, location, manager or payroll.
|Source Payroll|Optional, LOV Available
|Destination Payroll|Optional, LOV Available
|Rate Meth. For Salary|Optional, LOV Available
|(IDWR) TS/TM|Optional, Toggle. When this toggle is set to YES, the Employee selection completely disregards the 'Obtain Details From' on the Status Rules tab in [IDWR]. \\ \\This is used when hours must be generated into [IPTR] and the Work Rule is also used for Time Entry, allowing regular hours from UPTG and Exceptions in Time Scheduling.
|Assignment Selection|Mandatory, LOV Available
|Prime Assign. Only|Optional, Toggle. When this toggle is set to ON, only the prime assignment will be used. When this toggle is set to OFF, any qualified assignment will be used.
|Split by Fiscal Periods|Optional. When this field is set to YES, or left blank, the time will be spit by fiscal periods, if required. When this field is set to NO, no fiscal period splits will be applied.
|Ignore Leave Lines|Optional, Toggle. When this toggle is set to OFF, the transactions will be inserted for employees on leave ([IAAL]).
|Create as Approved|Optional, Toggle. When this toggle is set to ON, the transaction batches will be created as pre-approved. The ‘approved’ flag can be used to indicate that the batch has been finished, audited, and/or approved by a supervisor. Organizations that do not wish to use this functionality can create pre-approved batches. The batch must be both eligible and approved to be picked up by the Update Pay Transactions ([UPTR]) process.
|Rerun Selected EEs|Optional, LOV Available
|Print Employee Details|Optional, Toggle. When this toggle is set to ON, each transaction generated for each employee will be printed.
|Trial|Optional, Toggle. When this toggle is set to ON, the update is not committed and UPTG can be run again. When this toggle is set to OFF, the update is committed.
|Exception Level|Mandatory, LOV Available. Defines the level of detail to be printed. Users can increase the level of logging done from exception to user, legislation, usercalc, program or utility levels.
!!UPTG Report Filters
||Field||Description
|People List|Optional, Multiple, and LOV Available. Users can define a people list for specific employee transactions to be processed.
|Person|Optional, Multiple, and LOV Available. Users can define specific person code(s) to be processed.
|Location|Optional, Multiple, and LOV Available. Users can define specific location(s) to be processed.
|Authorization|Optional, Multiple, and LOV Available. Users can define specific authorization level(s) to be processed.
|Department|Optional, Multiple, and LOV Available. Users can define specific departments to be processed.
|Org Level Type|Optional, LOV Available. Users can define specific organization level(s) to be processed.
|Org Level|Optional, Multiple, and LOV Available. Users can define specific organization level(s) to be processed.
|Unit|Optional, Multiple, and LOV Available. Users can define specific unit(s) specified to be processed.
|Group|Optional, Multiple, and LOV Available. Users can define specific group(s) specified to be processed.
|Employment Status|Optional, Multiple, and LOV Available. Users can define specific employment status(es) to be processed.
|Employment Type|Optional, Multiple, LOV Available. Users can define specific employment type(s) to be processed.
|Assignment Type|Optional, Multiple, LOV Available. Users can define specific assignment type(s) to be processed.
|Pay Type|Optional, LOV Available. Users can define specific pay type(s), defined on the employee's group, to be processed.
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![Notes|Edit:Internal.UPTG]
[{InsertPage page='Internal.UPTG' default='Click to create a new notes page'}]
This page (revision-13) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop