GENERATE PAY TRANSACTIONS#

Processing Information#

The Generate Pay Transactions (UPTG) process creates pay transactions for a selected number of employees based on their work rule definition.

Generation of batches of Pay Transactions is done for a:

• Defined payroll
• Set of employees within the payroll that match the report parameters
• Defined pay period or a date range within the defined pay period
• Defined pay category

For more information on how to run the UPTG please see the page GENERATE PAY TRANSACTIONS.

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UPTG Report Parameters #

Field	Description
Entity	Mandatory, LOV Available. Limits the process to the entity defined.
Payroll	Mandatory, LOV Available. Only one payroll can be selected per execution of this function.
Pay Period	Mandatory, LOV Available. Defaults to period that contains the ‘As Of ‘date.
Pay Category	Mandatory, LOV Available. Users must define the category that the batches and pay headers are to be processed under.
From Date	Mandatory, Date, LOV Available. Defaults from the pay period defined but can be changed.
To Date	Mandatory, Date, LOV Available. Defaults from the pay period defined but can be changed.
Batch Type	Mandatory, LOV Available. Batch and their pay headers can be created with hours and salary, hours only or salary only.
Batch By	Mandatory, LOV Available. Defaults to <Payroll>. Users can batch by authorization area, department, department batch code, location, manager or payroll.
Source Payroll	Optional, LOV Available
Destination Payroll	Optional, LOV Available
Rate Meth. For Salary	Optional, LOV Available
(IDWR) TS/TM	Optional, Toggle. When this toggle is set to YES, the Employee selection completely disregards the 'Obtain Details From' on the Status Rules tab in IDWR. This is used when hours must be generated into IPTR and the Work Rule is also used for Time Entry, allowing regular hours from UPTG and Exceptions in Time Scheduling.
Assignment Selection	Mandatory, LOV Available
Prime Assign. Only	Optional, Toggle. When this toggle is set to ON, only the prime assignment will be used. When this toggle is set to OFF, any qualified assignment will be used.
Split by Fiscal Periods	Optional. When this field is set to YES, or left blank, the time will be spit by fiscal periods, if required. When this field is set to NO, no fiscal period splits will be applied.
Ignore Leave Lines	Optional, Toggle. When this toggle is set to OFF, the transactions will be inserted for employees on leave (IAAL).
Create as Approved	Optional, Toggle. When this toggle is set to ON, the transaction batches will be created as pre-approved. The ‘approved’ flag can be used to indicate that the batch has been finished, audited, and/or approved by a supervisor. Organizations that do not wish to use this functionality can create pre-approved batches. The batch must be both eligible and approved to be picked up by the Update Pay Transactions (UPTR) process.
Rerun Selected EEs	Optional, LOV Available
Print Employee Details	Optional, Toggle. When this toggle is set to ON, each transaction generated for each employee will be printed.
Trial	Optional, Toggle. When this toggle is set to ON, the update is not committed and UPTG can be run again. When this toggle is set to OFF, the update is committed.
Exception Level	Mandatory, LOV Available. Defines the level of detail to be printed. Users can increase the level of logging done from exception to user, legislation, usercalc, program or utility levels.

UPTG Report Filters #

Field	Description
People List	Optional, Multiple, and LOV Available. Users can define a people list for specific employee transactions to be processed.
Person	Optional, Multiple, and LOV Available. Users can define specific person code(s) to be processed.
Location	Optional, Multiple, and LOV Available. Users can define specific location(s) to be processed.
Authorization	Optional, Multiple, and LOV Available. Users can define specific authorization level(s) to be processed.
Department	Optional, Multiple, and LOV Available. Users can define specific departments to be processed.
Org Level Type	Optional, LOV Available. Users can define specific organization level(s) to be processed.
Org Level	Optional, Multiple, and LOV Available. Users can define specific organization level(s) to be processed.
Unit	Optional, Multiple, and LOV Available. Users can define specific unit(s) specified to be processed.
Group	Optional, Multiple, and LOV Available. Users can define specific group(s) specified to be processed.
Employment Status	Optional, Multiple, and LOV Available. Users can define specific employment status(es) to be processed.
Employment Type	Optional, Multiple, LOV Available. Users can define specific employment type(s) to be processed.
Assignment Type	Optional, Multiple, LOV Available. Users can define specific assignment type(s) to be processed.
Pay Type	Optional, LOV Available. Users can define specific pay type(s), defined on the employee's group, to be processed.

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Notes #

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