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.
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. |
