Wiki: UEGTS

Generate Time and Scheduled Shifts #

The Generate Time and Scheduled Shifts (UEGTS) program is used to generate time sheets within Personality.

This program is used to generate time sheets for all of the different paths outlined in The Various Paths of Time Management.

Similar to the functionality of the Generate Pay Transactions (UPTG) screen, this function generates scheduled shifts and time sheets or time cards for the employees selected; whereas UPTG generates pay transactions for the employees selected.

A time sheet/card contains all of the information pertaining to how many hours an employee has worked in addition to any exceptions that may have occurred. E.g. any vacation, sick, expenses, etc.

UEGTS provides for mid-period changes. This is where a new hire or termination that has occurred mid-period or a change to an employee's assignment is applied mid-period E.g. shift change, position change, job change, etc.

The purpose of the UEGTS is to generate Time Sheets (WxTTS) with from/to time according to scheduled shifts or Time Cards (WxPTS) with hours.

This function is used in the Time Management Self Service module of Personality.

Employees must have a Work Rule with a Work Calendar.

UEGTS can be run over and over, in order to pick up any changes; promotions, terminations, hires, schedule changes, etc.

UPTG can still be run for Salaried Employees

UTTP builds the schedules shifts, and at the same time the time sheet details are created.

UEGTS and UTTP can be run in either order.

Processing Information#

Uses a standard people selection criteria as with other updates within Wiki.

The process can select multiple assignments, however there is a parameter to restrict the selection to 'Prime ONLY'.

Generates time sheets (WxTTS) and time cards (WxPTS) under the payroll associated with the group on the assignment selected.

The employees’ work rule/calendar will drive what gets generated in Station Schedules (DTSH) screen.

Will generate scheduled shifts when the Shift field is populated on Work Calendar (IDWC)

UEGTS uses the Time Generation Destination field from the employees’ Work Rule to determine whether to generate Time Sheets (From/To time) or Time Cards (Hours).

Null	Same as '50PR - Calendar'. UEGTS will ignore any employee with this ‘Time Generation Destination’ on their Work Rule.
TS - Shift Pattern	Standard 'From/To' times is will be generated thru Time Scheduling's UTTP and Time Management's UEGTS will create the Time Sheet header and Paid Holidays. With ‘Generate Header’ toggle ON, will generate a Time Sheet (WxTTS) header. With ‘Generate Details’ toggle ON, will generate time as indicated in the Work Calendar and Shift. With ‘Generate Holidays’ toggle ON, will generate holiday hours as indicated in the Holiday Calendar.
TS - Event Sched	Standard 'From/To' times is will be generated thru Time Scheduling's ITSR (automatically) and Time Management's UEGTS will create the Time Sheet header and Paid Holidays.
TM - Shift Calendar	Standard 'From/To' times, Time Sheet header and Paid Holidays will be generated thru Time Management's (UEGTS). With ‘Generate Header’ toggle ON, will generate a Time Sheet (WxTTS) header. With ‘Generate Details’ toggle ON, will generate time as indicated in the Work Calendar and Shift. With ‘Generate Holidays’ toggle ON, will generate holiday hours as indicated in the Holiday Calendar.
TM - Hours Calendar	Standard 'Hours Only', Time Card header and Paid Holidays will generated thru Time Management's UEGTS). With ‘Generate Header’ toggle ON, will generate a Time Card (WxPTS) header. With ‘Generate Details’ toggle ON, will generate hours as indicated in the Work Calendar. With ‘Generate Holidays’ toggle ON, will generate holiday hours as indicated in the Holiday Calendar.
PR - Calendar	Standard 'Hours Only' will be generated thru Payroll's UPTG; any employee with this Time Generation Destination will be ignored by UEGTS. UEGTS will ignore any employee with this ‘Time Generation Destination’ on their Work Rule.

Calendar#

'Override Calendar' on IEAS will be looked at first
If there is no Override Calendar the 'Work Calendar' on IDWR is used

Regular Time Code#

The Work Calendar Time Code is used, if it is not indicated then
The Work Rule Shift tab Time Code is used, if it is not indicated then
The Employment Status Time Code is used, if it is not indicated then
The Time Rules tab the time code defined in the time rule 'DFLT TIME CODE'is used

UEGTS TM - Time Management

i) TM - Shift Calendar

Work Calendar
Shift Rules and if not the Time Rule "DFLT TIME CODE"
Work Time Rule (regular time)

ii)TM - Hours Calendar

Work Calendar
Work Time Rule (regular time)

UTTP TS - Shift Pattern

Shift Rules and if not the Time Rule "DFLT TIME CODE"

Lunch/Break Time Code#

Applies only to TM - Shift Calendar.
A pay component needs to be associated to the time-code only if the lunch is paid for.
In ITSS, create shifts as needed. It is important that the period designated as 'Lunch' have a Time Slot Type' of 'Lunch'.
Add the 'MEAL' time rule in the IDWR on the Time Rule tab and indicate the Time Code to be used.
When UEGTS is run, the work entry for 'lunch' will now have the time code Time Code Type 'LUNCH-OR-BREAK'.

General#

The timesheet is generated with a status of 'Active'.
Time Sheet Source will be generated as Scheduled Time ('05') and/or Generated Time ('01') Time Generated (UEGTS)
Auto balancing logic will update 'Generated Time' record for each day based on 'Scheduled Time' and 'Manual Entered' time only if on the Time Code the field Adjust Scheduled Time is not null.

Report Parameters and Filters#

Report Parameters
From Date	Mandatory, Date, LOV available This field will identify the date to start generating time.
Relative From Date	Optional, LOV available This field allows you to define a relative date from which you would like information gather.
To Date	Mandatory, Date, LOV available This field will identify the date to stop generating time.
Relative To Date	Optional, LOV available This field allows you to define a relative date up to which you would like information gather.
Prime ONLY	Optional, Yes or No Users can specify if they want to generate time sheets/cards for only the Prime Assignments or for all the employee's assignments.
By Assignment	Optional, Yes or No Users can specify if they want to generate separate time sheets/cards for each of the employees’ assignments.
Weekly Time Sheets	Optional, Yes or No Split by Fiscal Optional, Yes or No
Exception Level	Mandatory, Date, LOV available User should run with 'Exception only' except for debugging
Trial	Optional, Yes or No

Report Filters
People List	Optional, Multiple selection and LOV available This is a list containing the names of employees to be included in the report.
Person	Optional, Multiple selection and LOV available This is a comma-delimited list of person codes. This field should not be used if the People List field is used.
Entity	Optional, Multiple selection and LOV available This reduces list of people to those employees within the entities listed.
Payroll	Optional, Multiple selection and LOV available This reduces list of people to those employees within Payrolls listed.
Department	Optional, Multiple selection and LOV available This reduces list of people to those employees within Departments listed.
Org Level	Optional, Multiple selection and LOV available This reduces list of people to those employees within org. levels listed.
Authorization	Optional, Multiple selection and LOV available This reduces list of people to those employees within auth areas listed.
Location	Optional, Multiple selection and LOV available This reduces list of people to those employees within locations listed.
Unit	Optional, Multiple selection and LOV available This reduces list of people to those employees within units listed.
Group	Optional, Multiple selection and LOV available This reduces list of people to those employees within groups listed.
Pay Type	Optional, Multiple selection and LOV available This limits the types of pays to be included in the report.
Status	Optional, Multiple selection and LOV available This field allows you to select the employment status that you want to process for.