LOAD TIME SHEETS TO PAYROLL#
Processing Information#
The Load Time Sheets to Payroll (UPCTS) will load the timesheets to Maintain Pay Transactions (IPTR) screen.
In the Load Time Sheets to Payroll (UPCTS) screen there are two parameters that will determine what stage a time sheet needs to be in order to be picked up.
- 'Ready for PR ONLY'
- If YES, then only time sheets that are "50- Ready for PR" will be processed
- If NO, then any time sheet in the "40- Submitted" or "50- Ready for PR" stage will be processed
- 'Add Open Time Sheets'
- If YES, then time sheets that have NOT been submitted ("30- Rules Applied") will be processed
- If NO, then no additional time sheets will be added.
If selections are:
- Ready for PR ONLY: NO
- Add Open Time Sheets: NO
- Will process 40- Submitted and 50- Ready for PR and leave 30- Rules Applied untouched
If selections are:
- Ready for PR ONLY: YES
- Add Open Time Sheets: NO
- Will process 50- Ready for PR and leave 30- Rules Applied and 40- Submitted untouched
If selections are:
- Ready for PR ONLY: NO
- Add Open Time Sheets: YES
- Will process all time sheets; 30- Rules Applied, 40- Submitted and 50- Ready for PR
If selections are:
- Ready for PR ONLY: YES
- Add Open Time Sheets: YES
- Will process 30- Rules Applied and 50- Ready for PR and leave 40- Submitted untouched
A new ‘PR in Process’ timesheet status X_TIME_SHEET_STATUS has been implemented to enforce NO insert/update/delete rules on timesheet/timesheet details, leave lines and time exceptions and no Approval on timesheet and leave line. This feature has been implemented only for UPCTS, so once the process is started, the information on the timesheet cannot be modified (a message will pop up) and timesheet status will become ‘PR in Process’. If system refresh is fast enough the timesheet will disappear from the list on IPTS and details will be frozen. In case of UPCTS failure, the timesheet status will be restored.
Report Parameters & Filters#
| Report Parameters | |
|---|---|
| Entity | Mandatory, LOV Available This field identifies the entity associated with this report. |
| Payroll | Mandatory, LOV Available This field identifies the payroll associated with this report. |
| Pay Period | Mandatory, LOV available This field identifies the pay period that the report is being run for. |
| From Date | Mandatory, Date, LOV Available This is the first day of the pay period and will default from the Pay Period Date. |
| To Date | Mandatory, Date, LOV Available This is the last date of the pay period and will default from the Pay Period Date. |
| Pay Category | Mandatory, LOV available Only one `Pay Category' may be selected |
| Batch By | Mandatory, Batch by lexicon available This will determine how the batches are set, by department, etc. |
| Batch For Each PP | Optional, Yes or No lexicon available If <<YES>>, there will be a batch for each pay period. |
| Ready for PR Only | Optional, Yes or No lexicon available See note above on how to set YES / NO toggles. |
| Add Open Time Sheets | Optional, Yes or No lexicon available See note above on how to set YES / NO toggles. |
| Mark Batch as Eligible | Mandatory, Yes or No lexicon available If <<YES>>, the transaction batch wll be created as eligible, that is 'ready'. This eligible flag is often used to communicate between payroll clerical staff entering time, and the payroll master. |
| Exception Level | Optional, Exception Level lexicon available This field defines the exception level (report messages) required. |
| Trial | Optional, Yes or No lexicon available You may choose to run the report in a trial mode or in update mode. If <<No>> then the update is committed. If <<Yes>> then the update is not committed and the process may be run again. This field allows you to see the results without committing them. |
| Report Filters | |
|---|---|
| People List | Optional, Match, Multiple Selection, LOV available, <ALL>. A people list may be used to indicate specific employee transaction to be processed. |
| Person | Optional, Match, Multiple Selection, LOV available, <ALL>. This field holds the person code(s) of specific employee(s) to be processed. This list should not be used if a people list is used. |
| Department | Optional, Match, Multiple Selection, LOV available, <ALL>. This field limits the process to the specified departments |
| Org Level | Optional, Match, Multiple Selection, LOV available, <ALL>. This field limits the process to the specified organizational levels. |
| Authorization | Optional, Match, Multiple Selection, LOV available, <ALL>. This reduces the list of people to those employees within Auth Areas listed. |
| Location | Optional, Match, Multiple Selection, LOV available, <ALL>. This field limits the process to the specified locations |
| Unit | Optional, Match, Multiple Selection, LOV available, <ALL>. This field limits the process to the specified units. |
| Group | Optional, Match, Multiple Selection, LOV available, <ALL>. This field limits the process to the specified groups |
| Pay Type | Optional, Multiple Selection, LOV available, <ALL>. This field identifies the type(s) of pay being processed. |
| Status | Optional, Match, Multiple Selection, LOV available, <ALL>. This field limits the process to the specified employment status. |
