Wiki: UPTG

GENERATE PAY TRANSACTIONS#

Processing Information#

The Generate Pay Transactions (UPTG) form is used to create pay transactions for a selected number of employees based on their work rule definition.

Generation of batches of Pay Transactions is done for:

a specified payroll;
a set of employees within the payroll that match the report parameters;
a specified pay period or a date range within the specified pay period; or
a specified pay category.

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

Report Parameters & Filters#

Report Parameters
Entity	Mandatory, LOV Available. Limits the process to the entity specified.
Payroll	Mandatory, LOV Available. Only one payroll may 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 indicate the category that the batches and pay headers are to be processed under.
From Date	Mandatory, Date, LOV Available. Defaults from the pay period chosen but may be changed.
To Date	Mandatory, Date, LOV Available. Defaults from the pay period chosen but may be changed.
Batch Type	Mandatory, LOV Available. Batch and their pay headers may be created with hours and salary, hours only or salary only. This setting, if used, overrides the work rule (IDWR - Time Codes tab) Time Generation Rule.
Batch By	Mandatory, LOV Available, Defaults as <Payroll>. Users may 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
Assignment Selection	Mandatory, LOV Available
Prime Assign. Only	Optional, Toggle. If Toggle is ON, only the prime assignment will be used, if toggle is OFF any qualified assignment will be used.
Split by Fiscal Periods	Optional. If the value selected is YES (or left blank), the time will be spit by fiscal periods if required, if NO, then no fiscal period splits will be applied.
Ignore Leave Lines	Optional, Toggle. If OFF, the transactions will be inserted for employees on leave (IAAL).
Create as Eligible	Optional, Toggle. Should the transaction batch be created as eligible? The eligible flag is often used to communicate between payroll clerical staff entering time, and the payroll master. Users indicate that the batch is ‘eligible’ (ready). If users do not wish to use this functionality, they may create the batch as eligible. The batch must be both eligible and approved to be picked up by the Update Pay Transactions program (UPTR).
Create as Approved	Optional, Toggle. Should the transaction batches be created as pre-approved? The ‘approved’ flag may be used to indicate that the batch has been finished, audited, and/or approved by a supervisor. Sites that do not wish to use this functionality may create pre-approved batches. The batch must be both eligible and approved to be picked up by the Update Pay Transactions program (UPTR).
Rerun Selected EEs	Optional, LOV Available
Trial	Optional, Toggle. If ‘ON’ then the update is not committed and UPTG may be run again. If ‘OFF’ then the update is committed.
Exception Level	Mandatory, LOV Available. Users may increase the level of logging done from exception to user, legislation, usercalc, program or utility levels.

Report Filters
People List	Optional, Multiple, and LOV Available. A people list may be used to indicate specific employee transaction to be processed.
Person	Optional, Multiple, and LOV Available. The person code(s) of specific employee(s) to be processed.
Department	Optional, Multiple, and LOV Available. The report may be limited to the departments specified in this field.
Org Level	Optional, Multiple, and LOV Available. The report may be limited to the organization level specified in this field.
Authorization	Optional, Multiple, and LOV Available. The report may be limited to the authorization level specified in this field.
Location	Optional, Multiple, and LOV Available. The report may be limited to the locations specified in this field.
Unit	Optional, Multiple, and LOV Available. The report may be limited to the units specified in this field.
Group	Optional, Multiple, and LOV Available. The report may be limited to the groups specified in this field.
Employment Status	Optional, Multiple, and LOV Available. May limit the processing of employees to their employment status.
Employment Type	Optional,Multiple, LOV Available. May limit the processing of employees to specific employment types
Assignment Type	Optional,Multiple, LOV Available. May limit the processing of employees to specific assignment types
Pay Type	Optional, LOV Available. May limit processing of employees to the type of pay indicate on their group.

Notes #

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