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 |
| (IDWR) TS/TM | Optional, Toggle. If this toggle is set to 'YES' then 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 Exception in Time Scheduling. |
| 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 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. |
