KnowledgeBase: UPFILL

GENERATE FILL HOURS#

The UPFILL function evaluates employees in specified Groups and ensures that their paid hours match a specified amount. Example: Employees in Group ‘FT OSAP’ are guaranteed 80 hours biweekly and hours are adjusted up or down to ensure that employees in this group are paid for exactly 80 hours.

Processing Information#

There must be an existing pay in an ‘Audited’ or ‘To be Audited’ stage or the employee will not be processed. These employees are identified by an appropriate exception message.

Any pay that has a Pay Line inserted will be reset to the ‘To be Audited’ stage. The ‘UPAUDT’ audit report must be executed before these revised pays can be calculated.
Any hours inserted are on a separate Pay Line so that distribution and Premiums can be attached appropriately to the new lines. The Pay Component used on these Pay Lines is determined by the ‘PC Usage’ of ‘UPFILL Hours’.
- This process will only ever insert Pay Lines with ‘Hours’ and dollars (Normal and Premiums) and are generated through the Pay Component definition of the ‘UPFILL’ Pay Component.
An element (on IPPE) must be created to hold the hours which are utilized by the process. This element is entered as a report parameter when executing the UPFILL process.
The number of hours worked in a pay period is obtained from the ‘Std Hours per Pay’ on the Work Rule (IDWR) associated with the employees Group (IDGR).
Certain employees can be exempt and should be bypassed. These employees are identified by a User Field attached to the employee’s ‘Personal’ record.
If there is more than one Pay Header for an employee, then all pays are reviewed to determine the hours worked, however there must be an existing pay for the prime assignment to insert the UPFILL hours.
If an employee is hired or terminated mid period, then the adjustment is prorated based on the number of Weekdays in the Pay Period.

Setting up the UPFILL Pay Component#

The Pay Component used to insert the UPFILL Pay Lines must be set up in IPPC. It must have the ‘PC Usage’ of UPFILL. This is how the UPFILL process determines the Pay Component to use. The Pay Component must be Hours and must be Usage ’22 – UPFILL Hours’.

In addition, the Hours Pay Component MUST be stored into the Pay Line Detail as PC Detail Type ‘Entered Value’.

Setting Up Exempt Employees#

Optionally, employees can be exempt from the UPFILL process. To exempt employees, a user field must be attached to the ‘Personal’ table (P2K_HR_PERSONALS). This user field MUST use the ‘X_YES_NO’ lexicon.

When this User Field is set to YES, the employee will be exempt, based on the ‘Pay Period Begin Date’ and the ‘Personal’ Date Effective record.

Since the ‘Personal’ record is date sensitive, the exemption can be turned on and off in advance.

Hours Element#

The UPFILL process requires that an element (on IPBE) be set up to determine the Pay Components (Hours) to be accumulated.

Ensure that the “UPFILL Hours” Pay Component is included in this element. This allows the UPFILL process to be executed more than once, without incorrect adjustments.

Employee Selection#

The UPFILL process provides flexible employee selection capabilities, to identity the Groups of employees that should be processed. Once the selection criteria are defined correctly, it can be saved as a ‘Named Parameter Set’ and be set as the default. This saved parameter set can be reused for each Pay Period.

UPFILL Method#

The ‘Fill Method’ report parameter determines how Hours will be determined. Employee Pays can be incremented, decremented, or both, depending of the setting of this parameter.

REPORTING#

The UPFILL process generates an exception report which includes:

Total Employees Processed
Total Pay Lines Inserted
Exceptions for Employees Bypassed
Exceptions reporting employees filled including hours
Total Hours Filled

Report Parameters#

Report Parameters
Entity	Mandatory,LOV available This field lets you identify the entity associated with the report.
Payroll	Mandatory,LOV available This field lets you identify the payroll associated with the report.
Pay Period	Mandatory,LOV available This field lets you identify the pay period associated with the report.
Fill Method	Mandatory, Fill Method lexicon available This field allows you define the fill method for this process.
Fill By Week	Optional, Yes or No lexicon available If <Yes>, the fill will be done by week.
Hours Element	Mandatory, LOV available This field allows you to choose the hours element for this report.
Trial Run	Optional, Yes or No lexicon available//You may choose to run the report in a trial mode to see results <Yes> or in update mode <No>.
Use PC Distr Mask	Optional, Yes or No lexicon available//If <Yes>, the report will use the PC distribution mask.
Exception Level	Mandatory, Exception Level lexicon available This field defines the exception level (report messages) required.
User Comments	Optional, Text This field holds the user-supplied comment which will appear in the header of all pages of the report. This is useful during testing phases to identify similar reports from each other.

Report Filters
People List	Optional, Multiple Selection Available, LOV Available This will limit the report to the people lists selected.
Person	Optional, Multiple Selection Available, LOV Available This will limit the report to the persons selected.
Department	Optional, Multiple Selection Available, LOV Available This will limit the report to the departments selected.
Auth Area	Optional, Multiple Selection Available, LOV Available This will limit the report to the authorization areas selected.
Location	Optional, Multiple Selection Available, LOV Available This will limit the report to the locations selected.
Unit	Optional, Multiple Selection Available, LOV Available This will limit the report to the units selected.
Group	Optional, Multiple Selection Available, LOV Available This will limit the report to the groups selected.
Employment Status	Optional, Multiple Selection Available, LOV Available This will limit the report to the employment statuses selected.

Notes #

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