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GENERATE PENSION EVALUATIONS#

Processing Information#

The Generate Pension Evaluations (UXPE) form is used to generate mass pension evaluations.

This would be a tool for mass evaluations, based on unit, group or location.

The evaluation category will list the main reasons this report will be run.

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Report Parameters & Filters#

Report Parameters
Pension Plan	Mandatory, LOV Available. This field identifies the plan for which the pension evaluations are being generated.
Pension Option	Optional, LOV Available. The field identifies the pension option for the evaluation being generated.
Sort Employees By	Mandatory, LOV Available. This field identifies how the employee names will be sorted.
Evaluation Date	Mandatory, Date Field. This field identifies the date to stamp the evaluations with.
Clear History Date	Optional, Date Field. This field identifies the date to clear history evaluations.
Evaluation Category	Mandatory, LOV Available. The evaluation may be generated for a specific type such as a Member Request or a Yearly Statement.
Trace Average Wage	Optional, LOV Available.
Create as Official	Optional, LOV Available. The evaluations may or may not be generated as official.
Show All Components	Optional, LOV Available.
Log Component Results	Optional, LOV Available
Performance Stats	Optional, LOV Available
XML Output	Optional, LOV Available
XML Directory Name	Optional, Text. This field identifies the directory where the file will be saved.
XML File Name	Optional, Text. This field identifies the filename for the loaded information.
Exception Level	Mandatory, LOV Available. This field defines the exception level (report messages) required.

Report Filters
Pension Account Status	The report can be limited to the pension account status identified here.
Pension Account	The report can be limited to the pension account identified here.
Department	The report can be limited to the department(s) identified here.
Authorization	The report can be limited to the authorization level(s) identified here.
Location	The report can be limited to the location(s) identified here.
Unit	The report can be limited to the unit(s) identified here.
Group	The report can be limited to the group(s) identified here.

Report Options
Show Color	Mandatory, LOV Available. If user selects ‘Yes’ in this field, color will be incorporated into the report for ease of reading.

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Notes #

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