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The IPTR screen allows 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 allows 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 flag will appear to the left of the transaction.

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

When adding a new record, the user will receive prompts to allow quick copies:

• ‘New’ - no values will be copied, blank line will be inserted
• ‘Copy’ - all values are duplicated, including date, employee, time, position, etc.
• ‘Copy Without Employee’ – all values except employee code will be duplicated, including date, time, position, etc.

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.

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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.