Wiki: FEATURES OF IPTR and IPTRE

The IPTR and IPTRE screens allow the user to enter or maintain pay transactions in batches generated by the UPTG pay generation process.

Lines may be added or deleted for existing employees and new lines may be added for other employees.

Each pay transaction is associated with the assignment of an employee as of a specific date. All fields default from the assignment but may be overridden.

The full details of each pay transaction can be viewed by clicking the multiple tabs provided.

One line may be used to enter more than one type of time. The customizable IPTR may be used to create columns where time codes are added, or they may be added in the Time Codes tab.

IPTR and IPTRE allow an employee to have transactions in different batches during the same period. If, on any day, an employee has transaction(s) in more than one batch, a blue information icon marked with a black ‘!’ in the center will appear to the right of the Start Date for the transaction. If the transaction is in focus the Start Date will be italicized. When the user hovers their mouse over the information icon a speech bubble will appear indicating which batch number the other transactions are in.

Allows the user to add, modify or delete pay transaction lines (does not allow deletion of ‘generated’ transactions, only manually added may be deleted).

Users may add new transactions using a few different methods.

Users may press the deep copy button located in the toolbar of the IPTR /IPTRE
Users may press F5 to do a deep copy of the transaction in focus
Users may press F4 to copy the record above the transaction in focus, it should be noted that not all of the transaction's details will be copied using this method
Users may press F6 to create an empty transaction record
Users may press the green add button to create an empty transaction record

The distribution editor may be used to enter distribution codes.

Multiple lines may be generated or keyed for an employee/assignment.

Employee/assignment records can be added to the batch provided:

The employee/assignment is paid through the Entity and Payroll of the batch
The employee’s Hired Date <= Pay Period End Date
The employee’s Termination Date (if supplied) >= Pay Period Begin Date
The assignment Start Date <= Pay Period End Date
The assignment End Date (if supplied) >= Pay Period Begin Date

A leave line is created for each time code marked as ‘Leave Time’ or ‘Leave Entitlement’. Leave accrual checking is done if applicable.

Smart date logic is provided so that only the day needs be entered.

Dates entered must be on or before the Pay Period End and not more than 30 days earlier than pay period begin.

Time code security is provided – only those time codes specified on the Work Rule (IDWR) form will display in the ‘Time Codes’ LOV.

The Maintain Employee Pay Transactions (IPTRE) screen provides an alternative method for searching transactions by employee. This screen provides the ability to enter pay transactions by employee. Using this screen, the user has the ability to see the employee's batch history, and the employee's totals by time code, time type and time code set.

The Balance Pay Transactions (IPTRB) screen provides the users with the ability to see transaction totals for the batch. This screen may be accessed from IPTR by pressing the 'Balance Batch' button in the IPTR header. The screen may also be accessed using the command line or menu from within the professional application.

The client may configure which totals they wish to see for both IPTRE and IPTRB. Both of these forms provide toggles which allow the users to choose to display totals by time codes, time types or time code sets. Clients can choose which time code sets to display by turning ON the toggle Is IPTR Total in IDTCS for only the time code sets they wish to use for totals. These will be used in IPTRE and in IPTRB. If there are no time code sets with this toggle turned ON, the system will dynamically choose up to 15 time code sets to display in both forms.

Visual Clues #

The IPTR and IPTRE have been enhanced to display visual clues for warnings, certain information and errors. Different clues will display depending on if the record is in or out of focus.

When the record is not in focus the following clues may be visible:

INVALID – Red disc marked with white ‘x’ in center
WARNING – Yellow triangle marked with white ‘!’ in center
INFO – Blue speech bubble marked with black ‘!’ in center

When the record is in focus the following clues may be visible:

INVALID – text is styled to be strike through
WARNING – text is styled to be underlined
INFO – text is styled to be italicized

The user may also hover their mouse over the icon to have a bubble text window appear with a message describing the reason for the icon.

Here are a few examples of when these visual clues will appear:

Level	Scenario	Clue - In Focus	Clue - Not in Focus
WARNING	Leave Cascades	Leave amount is underlined	Leave amount field will have a yellow triangle marked with white ‘!’ in center
WARNING	Leave Bank Exceeded	Leave amount is underlined	Leave amount field will have a yellow triangle marked with white ‘!’ in center
INVALID	Leave Reason Required	Leave amount text will have a strike through it	Leave amount field will have a red disc marked with a white ‘x’ in center
INVALID	Delete Generated Transaction	Left side of the transaction will have a red disc marked with a white ‘x’ in center	Left side of the transaction will have a red disc marked with a white ‘x’ in center
INFO	Valid Leave Taken	Leave amount will be italicized	Leave amount will be italicized
INFO	EE in multiple batches for the same pay period	Start Date will be italicized	Start Date will have a blue information icon marked with a black ‘!’ in the center

Customizable Features#

IPTR may be customized on site, so that clients may choose the most important information to show on the pay transaction grid and speed keying based on the requirements of time entry staff. A standard layout is provided, however if a customized layout is required, please contact your Consultant.

Fixed Time Codes may be used to create columns for Reg, OT, Vac, etc., allowing users to key hours only (do not have to key a time code).

User-defined fields (IMUF) may be added to the form to track equipment or other items.

The general ledger distribution code, normally displayed on the details tab, may be added as a column if users often have to edit the distribution code. Entire distribution codes, or any portion of the code (any segment), may be displayed on the rows for ease of entry.

Cost Centers (IDCC) may be linked to this form to allow default of one distribution segment from another.