XALP - EXTRACT LEAVE POLICIES#
Processing Information#
XALP is designed to extract leave policies and their associated data based on the users selected filters.The XALP will extract the following information:
- Leave Policy Type
- Leave Policies
- Frequencies
- Change Reasons
- Time Codes
- Attendance Components
- Attendance Rule
Before the XALP can be run there are site preferences that must be defined. Within the IMST screen, the administrator must define where the Extract and Load files are located and where the load functions are to write the exception files to. These locations are used by the functions to create and retrieve information. The customer can modify these values to represent any directory on their system.
The extract directory is defined using the EXTRCT DATA FLDR preference. The load directory is defined using the LOAD DATA FLDR preference. The ATTACHMENTS FLDR must be specified so the load functions know where to write the report exceptions log to.
Once the XALP function has been run, it will have created an .xml and .data file, it is suggested that the user reviews the .xml file to ensure the correct data was extracted.
UserCalcs, pay components, and elements are not extracted with the XALP. This means that prior to running the LMDATA to load the new attendance plan, any UserCalcs, pay components or elements associated to the plan must already exist in the receiving database, otherwise the LMDATA will fail to load. User calcs may be extracted via the XMUC function. Once they have been extracted they must be loaded into the other database using the LMDATA prior to the new attendance plan being loaded. Pay components or elements will have to be entered manually.
The user will then load the .data file into the receiving database via the LMDATA process.
Once the file has been uploaded, the new leave policy will have to be added to the leave schedule to allow the employees access to the newly added leave policy.
Report Parameters & Filters#
| Report Parameters | |
|---|---|
| File Name | Mandatory This is the name of the file that will be created by the XALP. The name should be representative of the data that is to be extracted. |
| Report Filters | |
|---|---|
| Policy Type | This is the leave policy type that is to be extracted. |
| Policy | This is the leave policy code that is to be extracted. |
| Entity | The user may add policies from a specific entity. |
| Unit | The user may add policies from a specific unit. |
| Group | The user may add policies from a specific group. |
| Employment Status | The user may add policies from a specific employment status. |
| Employee | The user may add policies for a specific employee. |
| Scheduled Types | The user may add scheduled leave types. |
| Scheduled Policies | The user may add scheduled leave policies. |
There are two blocks of filters. The first set allows you to select a policy type and policy, the second set allows you to also ADD policies from the schedule for a specific unit or group.
For example, a user selects Vacation in the leave policy filter but also selects a unit and group in the 2nd block, the user will end up with the vacation policy plus any other policies on the schedule for the selected unit.
