MERGE PAY TRANSACTION BATCHES#

Processing Information#

The Transfer Pay Trans From Multiple Batches into One (UPTBATCH) function provides the ability to pull employees and their related pay transactions from multiple active pay transaction batches (IPTR) into a new single pay transaction batch. The new batch can be processed through the remaining payroll cycle without having to process all batches.

You may create a people list(s) on this form and only process those selected employees.

The employment status filter will further restrict the people list. Therefore when using a people list, include all employment statuses required.

You may define the employees to be processed using the person code.

Only one payroll code can be selected.

Employment Status/Cut Off Date – If you select an employment status of “Terminated”, the process will need a cut off date to compare the effective date of the work assignment’s employment status. This selection will bypass all future dated terminations. Once the employee is qualified, ALL pay transactions for the employee will be processed regardless of the cut off date.

The Pay Transaction Batches will be selected if the batch has not been approved or processed by UPTR.

This function can be run multiple times per day/week. The new batches will be created with a batch source of “UPTBATCH”. When selecting the batches to be processed, the UPTBATCH function will bypass all batches with a batch source of “UPTBATCH”. Therefore, if the function is run twice in one day, there will be two new batches.

Cut off date will be used to select the pay period that will be used to create the new batch.

The new pay transaction batch will be created with any batch code you manually enter.

The new pay transaction batch will be created with any pay category you manually enter.

The new pay transaction batch will be created as ‘unapproved’.

All related tables to the original pay transaction will be recorded under the new pay transaction batch.

The parameter form will allow you to preview the information that will be selected by using the View List functionality.

The Generated By field of the pay transaction will be changed to UPTBATCH.

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Report Parameters & Filters#

Report Parameters
Payroll Code	Mandatory, Multiple, and LOV available Multiple payrolls may be selected per execution of this function.
New Batch Code	Mandatory, Multiple, and LOV available This is the pay transaction batch code that will be on the new batch being created.
New Pay Category	Mandatory, Multiple, and LOV available This is the category that will be on the new batch being created.
Create as Audited	Optional, Toggle
Create as Eligible	Optional, Toggle
Create as Closed	Optional, Toggle
EASD As of Date	Optional, Date, LOV available
Exception Level	Mandatory, LOV available Users may increase the level of logging done from exception to user, legislation, usercalc, program or utility levels.
Run in Trial Mode	Optional, Toggle If ‘ON’ then the update is not committed and UPTR may be run again. If ‘OFF’ then the update is committed.

Report Filters
People List	Optional, Multiple, and LOV available The report may be limited to the people lists specified in this field.
Person Code	Optional, Multiple, and LOV available The report may be limited to the persons specified in this field.
Employment Status	Optional, Multiple, and LOV available The report may be limited to the employment statuses specified in this field.
Time Code	Optional, Multiple, and LOV available The report may be limited to the time codes specified in this field.

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Notes #

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