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 <Department>. Users may batch by authorization area, department, department batch code, location, 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, Toggle. If toggle is ON, the time will be spit by fiscal periods if required, if Off, no fiscal period splits. |
| 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. |
