This lexicon lists the tables in which clients are allowed to add new, tenant-specific records to customize their experience.
Since some records will have the site ID populated and others may not have a site reference, these tables remain ‘Partial Site’.
For example, Functions (IMFN) - every tenant has access to the forms that are provided while still having the option to create their own functions & forms for their users.
The “Pre-Loaded” (supplied) function does not contain a reference to any specific tenant sites.
Any “User Defined” new records (User Created) will have a reference to the tenant site which created it.
While the MASTER user profile controls the records that are global in nature, a site-specific admin user is also required. The MASTER_[SITE_CODE] user profile now replaces the P2K user profile when accessing the User Interface.
In this document [SITE_CODE] represents the value found in the SITE_CODE column found on IMST.
After the database is loaded and prior to installation of the 5.05 software, please update the site code (IMST) to make the code meaningful and to not have spaces or dots. Once the 5.05 software is loaded, the master admin and self-service users are created using the site code.
P2K preferences and logics (i.e. Setting preferences on forms, Establishing Report Parameters, Publishing Usercalcs,etc) will be transferred to the MASTER_(SITE_CODE) user profile.
Preferences that are noted as Global should be established using the new MASTER_(SITE_CODE) profile.
Note - To avoid any conflicts, all scheduled jobs should be canceled before any major upgrades and then rescheduled after.
The username to log into the Admin User Interface is the MASTER_[SITE_CODE] from IMST
For example: the site code in our test environment is TRAIN, therefore the sign-in user is MASTER_TRAIN.
After completing the upgrade process, users may initially log in with the password “p2k”. It is highly recommended that clients change their password as soon as possible.
Site data is only visible to a user logged into that site.
When accessing the Browser User Interface, the MASTER_[SITE_CODE] user profile is associated with an identity record on IEID called “Super User1”. The number in the name of the user increases with each new tenant record (User1, User2, User3, etc.). Most clients are not expected to have more than one tenant record.
The Access Code used to log into the BROWSER user interface on IEID is ADMIN_MASTER_[SITE_CODE].
This identity record’s user profile is MASTER_[SITE_CODE].
Payroll Process Smoothing
UPPAY - Payroll
Batch Audit and Pay Calculation Report
UPPAY is a new function that allows payroll users
to do both the audit and calculation of pays using one function. This merges
UPAUDT ‘Payroll Batch Audit Report’ and UPCALC ‘Pay Calculation Report’. The
new function does the UPAUDT for selected Payroll and Batches and if batches
are balanced and audited, then it automatically runs UPCALC. If there is a
correction that requires UPUNDO ‘Undo a Pay Run’ and brings at least one pay
header to a ‘To Be Audited’ stage, UPPAY can be run again after the UPUNDO is complete.
UPPAY uses single thread processing.
UPCLOSEPAY - Close
and Disburse Pay
UPCLOSEPAY is a new function that allows payroll
users to close the pay runs and disburse them using one function. This merges
the UPCLOZ ‘Close a Pay Run’ and UPDISB ‘Disburse Pay’ for pay runs. The
function does the UPCLOZ for the selected payroll and pay runs and then UPDISB
for the same payroll and pay runs. If there is a correction that requires
UPUNDISB ‘Undisburse a Payrun’. run UPDISB after the UPUNDISB.
Transaction Loading
Location and Tax Jurisdiction Information can now
be loaded to IPTL ‘Manage Loaded Pay Lines’ and processed by UPTL ‘Loaded Pay
Transactions Report’. UPTL now supports the creation of Pay Headers with this
information overridden and creates multiple timesheets if multiple
jurisdictions are found. The new fields added are HOME_JURISDICTION,
WORK_JURISDICTION, and WORK_LOCATION.
General / Miscellaneous
Field Sizes
Increased
Column sizes and field sizes were increased for the
fields below. Server code referencing these fields was updated to support the
increased sizes.
Passwords increased from 16 to 30 characters
Columns with the domain Code
increased from 16 to 60 characters
Columns with the domain Description
increased from 50
to 200 characters
User Profile added
to Employments
Self-service user profiles can now be attached to
an employment. When an employee is terminated and then re-hired, the older
employment record can have a different, more restricted user profile.
HELP_URL
Personality 5.05 supports linking the Wiki (also
known as Knowledge Base or Internal Wiki) to the role level using the updated
HELP_URL preference. With this change, regular self-service users can have a
different Wiki than Administrators. The preference HELP_URL was updated to have
the "Applies to Role" toggled on. This automatically sets the
preference at the role level on IMRO. If this preference is set at the site
level on IMST, this will be used for all users except those who have this
overridden on their role (i.e. WWW_EMPLOYEE role).
Open
Enrollment
Flex Plan Running Amounts and Totals are now
displayed in Self Service Open Enrollment.
Feature added to allow the system to determine
which plans/coverages are dependent on other plan choices. A new table
P2K_BE_PLAN_DEPENDENCIES (BPD) was created.
Personnel
Action
ISPY PA Type Tables can now be updated
automatically with the new columns once a PA is created (‘Create/Refresh All PA
Columns for Tables’)
New function ISFPT ‘Maintain Function PA Types’ is
the screen to set up a function’s PA Type.
This form contains the PA Type that is associated
with a function.
Each function can only be linked to one PA Type.
A PA Type can apply to multiple functions.
Removed PA Type field from the IMFD and IMFDH
screens.
New Functions
Below is a list of new functions in 5.05.
FUNCTION - Analytics Dashboard | DESCRIPTION |
---|---|
DASHBOARD_CONF | User Configurable Dashboard |
MSS_DASHBOARD_CONFIG | Mgr. Configurable Dashboard |
FUNCTION - Analytics Dashboard Panel | DESCRIPTION |
---|---|
BBDD | Benefits Dynamic Dashboard |
BBSH | Benefits Static Dashboard |
BDATDM | Dash - Approvals to Do |
BDQL | Dash - Quick Link Icons |
BECTA | Dash - Emergency Contacts (Admin) |
BEDD | Human Resources Dynamic Dashboard |
BESH | Human Resources Static Splash |
BET4 | Print My T4 form |
BEW2 | Print My W2 form |
BPDD | Payroll Dynamic Dashboard |
BPSH | Payroll Static Dashboard |
BPTC | Dash - Total Compensation |
BTADD | Time and Attendance Dynamic Dashboard |
BTASH | Time and Attendance Static Dashboard |
BWTDM | Dash - Workflow to complete |
FUNCTION - Interactive Screen | DESCRIPTION |
---|---|
IDVARA | View All Approval Records (Admin) |
IMSOIC | Candidate Document Signoff by Doc |
IMSOIE | Employee Document Signoff by Doc |
IMTRM | Maintain Trace Modes (Changes lost after restart) |
IRNB | Maintain NGV Benefits |
ISFPT | Maintain Function PA Types |
FUNCTION - Report | DESCRIPTION |
---|---|
REBES2 | Employee Total Compensation Statement |
RPGLP | Payroll G/L Distribution Report |
RPGLX | Payroll G/L Distribution Report |
RPW2W4TB | Produce W2 forms |
FUNCTION - Self Service Screen | DESCRIPTION |
---|---|
WAOD | Onboarding Dashboard |
WAPSN | Deductions |
WAPTSS | Enter Employee Timesheets |
WAPWC | Process Wage Changes |
WASPA | Maintain Personnel Actions |
WAVEEP | Employee Profile |
WCRAS_INTV | My Interview Time Options |
WCRAS_SPLASH_INTV | My Assessments |
WEPAY | View My Pay Stubs |
WEPETBWD | My Time Card - Entered Time By Week Date |
WETETBWD | My Projected Timesheet - Entered Time By Week Date |
WEVBEN | My Benefits |
WMEPR | Process Promotions |
WMPTSS | Review Time Cards |
FUNCTION - Update Process | DESCRIPTION |
---|---|
UEINH | Import Employee Hires |
UEINHF | Generate Interface Format for Importing New HIres |
UEPAIF | Generate Interface Format for PA in csv |
UFBUIF | Create Budget Interface File |
UPCLOSEPAY | Cloz and Disburse Pay |
UPCTER | Change Timesheets Edit Rights |
UPPAY | Payroll Batch Audit and Pay Calculation Report |
UVACAMONTHLY | ACA Monthly Data Processing |
New Windward Reports
Below is a list of the new or existing reports that were converted to Windward, most are in .xlsx format.
REPORT | DESCRIPTION |
---|---|
RPFRS | Florida Retirement Report |
RPSNR | Sundry Register |
RFBU | Budget Structures Report |
RPNYRS | New York State Retirement Report |
UPORPERS | Report Oregon State PERS |
UPWAPERSW | Report Washington State PERS |
New Preferences
Below is a list of the new preferences. For more information see the system preferences page.
PREFERENCE | DESCRIPTION |
---|---|
ADD_CALENDAR_APPOINTMENT | The preference ADD CALENDAR APPOINTMENT will allow a user to automatically send an email and add an appointment to outlook calendar for an event (Implemented for Leave Request and Class Registration) |
ALLOW DEPENDENCIES | Feature for benefits to allow dependencies on plans |
DB_OUTPUT_BASE_FLDR | This preference is for new logic that allows output directory option on reports and dynamically creates and saves directory on DB |
DEFAULT ESS ROLE | This preference is used to Auto assign IMUS on IEID upon hire via IEQH if the IDJB IMUS is missing. |
DEFAULT_RANGE_MIDPOINT | Defaults the Position Wage Rate from the Job’s Salary Range. |
DFT_PRENOTE_REQUIRED | This preference will allow the user to turn OFF the PRENOTE_REQUIRED toggle on insert. Default value is Y. If this preference is set to N the PRENOTE_REQUIRED toggle will be turned OFF. NOTE: the PRENOTE_REQUIRED toggle is turned ON only when the PRENOTE_DAYS on Payroll Bank Accounts is not null. Setting the preference value to Y will not turn the PRENOTE_REQUIRED toggle ON if the PRENOTE_DAYS on Payroll Bank Accounts is null |
DFLT ESS ROLE | This preference is used to Auto assign IMUS on IEID upon hire via IEQH if the IDJB IMUS is missing. |
DFLT_ESS_EFF_DT | This preference is used for the Start Date override for IEID access begins. |
DFLT_ESS_USER | When an employee is hired via IEQH or via API/conversion process, they should automatically have access to self-service. The agency should be able to have an IMST setting that is the default user profile for the identity. There should also be an IMST for the default accessor_key. This should allow for work email as this will be Neogov's approach for unique user logins |
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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