This page (revision-32) was last changed on 26-Nov-2021 10:22 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by JMyers

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Page References

Incoming links Outgoing links
UPTG PROCESSING
UPTG PROCESSING

Version management

Difference between version and

At line 184 added 4 lines
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Employee is taking Tuesday ½ day Vacation and the other ½ of the day as Sick time
%%information Note, this is not in the version of the UPTG as of Nov 2/06 but will be in the version.%%
|IAAL Entry|Start Date = 25-Jul-2006\\End Date = 25-Jul-2006\\Time Code = Vac-Tkn\\Overall Time = 4\\Accrual Status = 1st Requested (system generated)\\Start Date = 25-Jul-2006\\End Date = 25-Jul-2006\\Time Code = Sick-Tkn\\Overall Time = 4\\Accrual Status = 1st Requested (system generated)
At line 185 changed 24 lines
5) Employee is taking Tuesday ½ day Vacation and the other ½ of the day as Sick time
(Note: this is not in the version of the UPTG as of Nov 2/06 but will be in the version)
IAAL Entry Start Date = 25-Jul-2006
End Date = 25-Jul-2006
Time Code = Vac-Tkn
Overall Time = 4
Accrual Status = 1st Requested (system generated)
Start Date = 25-Jul-2006
End Date = 25-Jul-2006
Time Code = Sick-Tkn
Overall Time = 4
Accrual Status = 1st Requested (system generated)
UPTG Results: IPTR on July 25
- Regular Time = 0 hrs (8 – 4 – 4)
- Vac Tkn = 4 hrs
IAAL - Original Leave line entered will have status changed to “2nd Processed”
- New Leave line created (Start Date 25-Jul) Overall Time=4 hrs and status = “3rd in Payroll” and Leave Line Details with A300, Amount = 4 hrs
IPTR on July 25
- Regular Time = 0 hrs (8 – 4 – 4)
- Sick-Tkn = 4 hrs
IAAL - Original Leave line entered will have status changed to “2nd Processed”
- New Leave line created (Start Date 25-Jul) Overall Time=4 hrs and status = “3rd in Payroll” and Leave Line Details with A300, Amount = 4 hrs
|UPTG Results:|IPTR on July 25|Regular Time = 0 hrs (8 – 4 – 4)\\Vac Tkn = 4 hrs
| |IAAL|Original Leave line entered will have status changed to “2nd Processed”\\New Leave line created (Start Date 25-Jul) Overall Time=4 hrs and status = “3rd in Payroll” and Leave Line Details with A300, Amount = 4 hrs
| |IPTR on July 25|Regular Time = 0 hrs (8 – 4 – 4)\\Sick-Tkn = 4 hrs
| |IAAL|Original Leave line entered will have status changed to “2nd Processed”\\New Leave line created (Start Date 25-Jul) Overall Time=4 hrs and status = “3rd in Payroll” and Leave Line Details with A300, Amount = 4 hrs
At line 212 changed one line
Both the ePersonality and P2K applications have the ability to generate Holiday time automatically for employees during UPTG processing.
The application has the capability to generate Holiday time automatically for employees during UPTG processing.
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IDHC-Define Holiday Calendars
__IDHC-Define Holiday Calendars__
At line 219 changed 12 lines
Holiday Date A holiday date must be provided. This is normally the date of the actual Holiday.
Holiday Identity A holiday identity must be provided. This field is the name of the holiday.
Holiday Type This field indicates if the holiday is a legal/statutory, religious or company holiday.
Holiday Rule This field indicates whether partial shifts apply, TS Clock outs apply or not.
Hours Per Day This field contains the number of hours to be paid for the holiday if different from the employee’s schedule or assignment. The Hours Per Day field is optional on IDTC. If it is provided it, it will override the derived holiday hours. It may be reduced for part time employees.
Holiday OT Factor This field contains an optional overtime factor to be applied to the holiday time. The Holiday OT Factor is optional on IDTC. It is not normally used since the Holiday Time Code itself often implies the factor. If it is provided, it will be applied to the holiday hours generated for the Holiday Time Code. It does not affect the Worked Time Code.
Generate Time If this toggle is ON, the holiday time will be generated under the time code(s) indicated; otherwise, no holiday time is generated.
Override TS Generation Not currently used
Holiday Time Code This is the time code to be used to give the employee credit for the holiday. It may be leave time taken or banked.
Worked Time Code This is the time code to be used for the time an employee is scheduled to work on the holiday.
Day Off Time Code This is the time code to be used to give the employee credit for a holiday that falls on a day off. If this is not supplied, the Holiday Time Code is used.
Observed On This field identifies when the holiday will be generated for a scheduled employee who is off on the specified Holiday Date.
|Holiday Date|A holiday date must be provided. This is normally the date of the actual Holiday.
|Holiday Identity|A holiday identity must be provided. This field is the name of the holiday.
|Holiday Type|This field indicates if the holiday is a legal/statutory, religious or company holiday.
|Holiday Rule|This field indicates whether partial shifts apply, TS Clock outs apply or not.
|Hours Per Day|This field contains the number of hours to be paid for the holiday if different from the employee’s schedule or assignment. The Hours Per Day field is optional on IDTC. If it is provided it, it will override the derived holiday hours. It may be reduced for part time employees.
|Holiday OT Factor|This field contains an optional overtime factor to be applied to the holiday time. The Holiday OT Factor is optional on IDTC. It is not normally used since the Holiday Time Code itself often implies the factor. If it is provided, it will be applied to the holiday hours generated for the Holiday Time Code. It does not affect the Worked Time Code.
|Generate Time| If this toggle is ON, the holiday time will be generated under the time code(s) indicated; otherwise, no holiday time is generated.
|Override TS Generation|Not currently used
|Holiday Time Code|This is the time code to be used to give the employee credit for the holiday. It may be leave time taken or banked.
|Worked Time Code|This is the time code to be used for the time an employee is scheduled to work on the holiday.
|Day Off Time Code|This is the time code to be used to give the employee credit for a holiday that falls on a day off. If this is not supplied, the Holiday Time Code is used.
|Observed On|This field identifies when the holiday will be generated for a scheduled employee who is off on the specified Holiday Date.
At line 232 changed 3 lines
Scheduled Verses Non-Scheduled Employees
Two types of Holiday Calendars may be set up on IDHC - one for Scheduled employees and one for Non-scheduled employees
Scheduled employees who may have to work on holidays because of a 7 day a week operation require a Holiday Calendar that has both a Holiday Time Code for the holiday time to be banked and a Worked Time Code for the time worked.
__Scheduled Verses Non-Scheduled Employees__
Two types of Holiday Calendars may be set up on IDHC - one for Scheduled employees and one for Non-scheduled employees.\\
Scheduled employees who may have to work on holidays because of a 7 day a week operation require a Holiday Calendar that has both a Holiday Time Code for the holiday time to be banked and a Worked Time Code for the time worked.\\
At line 239 changed 5 lines
• A Holiday Calendar is defined on the Work Rule (IDWR)
• The toggle is ON to generate Holidays on the Work Rule Status Rule (IDWR)
• The day is identified on the Holiday Calendar (IDHC)
• The Generate Holiday toggle is ON for the day on the Holiday Calendar (IDHC).
Holiday processing can be done in conjunction with scheduled time generation by Day, By Week or By Period. The holiday time will be placed on the day of the holiday in all cases.
*A Holiday Calendar is defined on the Work Rule (IDWR)
*The toggle is ON to generate Holidays on the Work Rule Status Rule (IDWR)
*The day is identified on the Holiday Calendar (IDHC)
*The Generate Holiday toggle is ON for the day on the Holiday Calendar (IDHC).\\
Holiday processing can be done in conjunction with scheduled time generation by Day, By Week or By Period. The holiday time will be placed on the day of the holiday in all cases. \\
At line 246 changed 5 lines
Holiday Hours
The hours that are used for a holiday depend on the setting of the "Holidays Use Schedule Hrs" toggle on the Work Rules. This toggle indicates whether the Work Schedule dictates the holiday hours. If hours are specified on the Holiday Calendar, they are ALWAYS USED and this toggle is not used.
The "Holidays Use Schedule Hrs" toggle only applies to the hours generated for the Holiday Time Code. It does not extend to the Worked Time Code.
If part-time and fulltime employees use different rules, they must have separate Work Rules.
__Holiday Hours__
The hours that are used for a holiday depend on the setting of the "Holidays Use Schedule Hrs" toggle on the Work Rules. This toggle indicates whether the Work Schedule dictates the holiday hours. If hours are specified on the Holiday Calendar, they are ALWAYS USED and this toggle is not used.\\
The "Holidays Use Schedule Hrs" toggle only applies to the hours generated for the Holiday Time Code. It does not extend to the Worked Time Code.\\
If part-time and full time employees use different rules, they must have separate Work Rules.\\
At line 253 changed 4 lines
1. Use the IDHC Holiday Calendar hours per day if specified, otherwise
2. Use the employee’s overridden Work Calendar scheduled hours per day if specified, otherwise
3. Use the Work Rule’s Work Calendar scheduled hours per day if specified, otherwise
4. Use the employee's assignment hours per day.
#Use the IDHC Holiday Calendar hours per day if specified, otherwise
#Use the employee’s overridden Work Calendar scheduled hours per day if specified, otherwise
#Use the Work Rule’s Work Calendar scheduled hours per day if specified, otherwise
#Use the employee's assignment hours per day.\\
At line 258 changed 3 lines
1. Use the IDHC Holiday Calendar hours per day if specified, otherwise
2. Use the employee's assignment hours per day.
If an employee is part-time (i.e. FTE < 1) and the IDHC Holiday Calendar hours per day are used, holiday hours are generated up to a maximum of the Assignment hours per day. Refer to #8 and #9 below for examples of the UPTG processing and setup for a part time employee.
#Use the IDHC Holiday Calendar hours per day if specified, otherwise
#Use the employee's assignment hours per day.\\
If an employee is part-time (i.e. FTE < 1) and the IDHC Holiday Calendar hours per day are used, holiday hours are generated up to a maximum of the Assignment hours per day. Refer to #8 and #9 below for examples of the UPTG processing and setup for a part time employee.\\
At line 263 changed 2 lines
Adjust Scheduled Time
The ‘Sched. Time’ field (at the bottom of the IPTR) will only be populated if the ‘Regular Time Code’ on the work rule (IDWR) has the ‘Adjust Scheduled Time’ toggle (on IDTC) turned on.
__Adjust Scheduled Time__
The ‘Sched. Time’ field (at the bottom of the IPTR) will only be populated if the ‘Regular Time Code’ on the work rule (IDWR) has the ‘Adjust Scheduled Time’ toggle (on IDTC) turned on.\\
At line 267 changed one line
If the Holiday Time Code has the ‘Adjust Scheduled Time’ toggle ON, the scheduled time will be adjusted by the holiday time. The difference will be left under the scheduled time code. If the Holiday Time Code has the ‘Adjust Scheduled Time’ toggle OFF, only the holiday time will be used for the day.
If the Holiday Time Code has the ‘Adjust Scheduled Time’ toggle ON, the scheduled time will be adjusted by the holiday time. The difference will be left under the scheduled time code. If the Holiday Time Code has the ‘Adjust Scheduled Time’ toggle OFF, only the holiday time will be used for the day.\\
At line 270 changed 2 lines
Holidays While On Leave
Holidays may of may not apply while a person is on a leave status. The IDWR Work Rules identify how to handle holidays for each employment status. While a person is on leave, the normal scheduled time generation is done under the leave code specified on IDWR and a Leave record is created on IAAL.
__Holidays While On Leave__
Holidays may of may not apply while a person is on a leave status. The IDWR Work Rules identify how to handle holidays for each employment status. While a person is on leave, the normal scheduled time generation is done under the leave code specified on IDWR and a Leave record is created on IAAL.\\
At line 274 changed 2 lines
Observed On And Days Off
Holidays that do not fall on a work day will not generate anything unless the Observed On rule is set.
__Observed On And Days Off__
Holidays that do not fall on a work day will not generate anything unless the Observed On rule is set. \\
At line 277 changed one line
The Observed On rule can be used to place the holiday on a work day (Next Scheduled Day, Last Scheduled Day, Last Day Curr Year, First Day Next Year) or give the holiday on days off (Holiday Date). Refer to #7 below for an example of the UPTG processing and setup with the ‘Holiday Date’ rule.
The Observed On rule can be used to place the holiday on a work day (Next Scheduled Day, Last Scheduled Day, Last Day Curr Year, First Day Next Year) or give the holiday on days off (Holiday Date). Refer to #7 below for an example of the UPTG processing and setup with the ‘Holiday Date’ rule.\\
At line 279 changed one line
If the Observed On rule is ‘Holiday Date’ and the holiday falls on a day off, a different Holiday Time Code may be used for the holiday time. This Day Off Time Code can be specified on IDHC. If no Day Off Time Code is specified on either IDHC, the normal Holiday Time Code is used for days off. Refer to #10 and #11 below for examples of the UPTG processing and setup with alternate time codes for days off.
If the Observed On rule is ‘Holiday Date’ and the holiday falls on a day off, a different Holiday Time Code may be used for the holiday time. This Day Off Time Code can be specified on IDHC. If no Day Off Time Code is specified on either IDHC, the normal Holiday Time Code is used for days off. Refer to #10 and #11 below for examples of the UPTG processing and setup with alternate time codes for days off.\\
At line 284 changed 10 lines
Below are sample cases that illustrate how Holiday Calendars work. Unless stated otherwise, the case is for a fulltime employee who has 12 hours scheduled time on their work calendar on the day of a holiday:
1) This is the case where the employee is schedule to work but will be taking the holiday off and will get full scheduled hours for the holiday.
Setup on IDHC: Hours Per Day=NULL
OT Factor=NULL
Holiday Time Code=HOLTIME (IDTC ‘Adjust Schedule Time’ toggle OFF)
Worked Time Code=NULL
Day Off Time Code=NULL
Setup on IDWR Holidays Use Sched Hrs=ON
Results: 0 hours REG
12 hours HOLTIME (holiday leave)
Below are sample cases that illustrate how Holiday Calendars work. Unless stated otherwise, the case is for a fulltime employee who has 12 hours scheduled time on their work calendar on the day of a holiday:\\
#This is the case where the employee is schedule to work but will be taking the holiday off and will get full scheduled hours for the holiday.\\Setup on IDHC:\\Hours Per Day=NULL\\OT Factor=NULL\\Holiday Time Code=HOLTIME (IDTC ‘Adjust Schedule Time’ toggle OFF)\\Worked Time Code=NULL\\Day Off Time Code=NULL\\Setup on IDWR\\Holidays Use Sched Hrs=ON\\Results:0 hours REG\\12 hours HOLTIME (holiday leave)
This page (revision-32) was last changed on 26-Nov-2021 10:22 by Kevin HiggsTop