HRIS Human Resources Information Solution RESOURCE GUIDE Plan... · 2019. 12. 30. · HRIS Resource Guide - Internal Use Only August 16, 2019 Absence Plan Transactions & Balances

HRIS – Human Resources Information Solution

RESOURCE GUIDE: ABSENCE PLAN

TRANSACTIONS & BALANCES

HRIS Resource Guide

- Internal Use Only August 16, 2019 Absence Plan Transactions & Balances 2

ABSENCE PLAN TRANSACTIONS & BALANCES Table of Contents ABSENCE PLAN HOURS BALANCES LP63.1 .................................................................................................................... 3

ABSENCE PLAN HOURS BALANCE ............................................................................................................................................. 3

EMPLOYEE PLAN BALANCE INQUIRY LP65 .................................................................................................................... 5

TRANSACTIONAL HISTORY REPORT LP264 .................................................................................................................... 7

SELECTION TAB .................................................................................................................................................................... 7 TRANSACTION TAB ................................................................................................................................................................ 9 LP264 REPORT PARAMETERS RESULTS ................................................................................................................................... 10

EMPLOYEE TRANSACTION DETAIL INQUIRY LP64 ....................................................................................................... 12

EE TRANSACTION DETAIL INQUIRY ......................................................................................................................................... 12

EMPLOYEE TRANSACTION SUMMARY INQUIRY LP64.2 .............................................................................................. 14

EMPLOYEE TRANSACTION DETAIL BALANCE INQUIRY LP64. ....................................................................................... 16

HRIS Resource Guide


Absence Plan Hours Balances LP63.1 Use Absence Plan Hours Balances (LP63.1) to view a summary of the balances from which hours can be used

during a payroll cycle for all employees in a given plan structure. Hours balance amounts display for

available and reserve balances, as these are the balances from which hours can be decremented based on

an event entered in Absence Management.

Absence Plan Hours Balance

HRIS Field

Required (R)

Optional (O)

Step / Action Expected Results Notes /

Additional Information

Company Field

R Type 1 in Company field

System will access information for Company 1

All forms/actions must contain a 1 in the Company Field.

Absence Plan Field

R Select the Absence Plan Absence Plan name will display

Valid values are:

Annual Comp Donated Family Sick FMLA

HRIS Resource Guide


HRIS Field

Required (R)

Optional (O)



Holiday Industrial Military Personal (ASDB only) Personally (select Agencies

only) Recognition Sick Spread Pay (ASDB only)

Structure Group Field

R Select the Structure Group

Structure Group name will display

Valid values are available by employee setup

Position To Field

O Type an EIN and INQUIRE

That EIN (or the next valid one) appears at the top of the page.

SC Field O To view an employee on another form, select by entering an X in the field. In the White Search Box or Related Forms, type a new form and Enter.

The requested form appears with the EIN field populated. INQUIRE and the information displays.

HRIS Resource Guide


Employee Plan Balance Inquiry LP65 Use Employee Balance Inquiry (LP65.1) to view a summary of the available balances from all plans in which

an employee is enrolled.

No. HRIS Field

Required (R)

Optional (O)



2 Company Field

R Type 1 in Company

field

System will access

information for Company

1.

All forms/actions must contain

a 1 in the

Company Field.

3 Employee Field R Type the Employee’s EIN

System will bring up needed information from the employee’s record.

You must enter the correct EIN.

4 Inquire Field R Click Inquire The employees data will appear

5 Absence Plan Data

R A summary of the available balances for all plans in which the employee is enrolled.

HRIS Resource Guide


No. HRIS Field

Required (R)

Optional (O)



6 Reserve and Carryover

If the employee has any plans with a Reserve or Carryover balance, the hours will display in these tabs

HRIS Resource Guide


Transactional History Report LP264 Run Employee Transaction History Report (LP264) to print a list of the historical transactions for selected

employees in a selected plan or plans. You can print a detailed or summarized report, and employees with

ended master records can be excluded from the report if desired.

Selection Tab

No. HRIS Field

Required (R)

Optional (O)



2 Job Name Field

R For a new report, type a unique name for the job. To use an existing report, you can select a previously defined job from the Drill Around. The jobs displayed are for the active user, displayed in the User Name field

Job Name is established for the resulting report.

You can define different sets of parameters for the same report by using alternate job names. For example, you can inquire on an existing job name, change the parameter values, type in a new job name and use the ADD button. Each job defined for a particular user must have a unique name.

3 Job Description

Field

O Type a description of the job

A Job Description will display.

The job description helps you identify a batch job by providing

HRIS Resource Guide


No. HRIS Field

Required (R)

Optional (O)



additional information about the job name.

4 Company Field




5 Absence Plan Field

O Select an Absence Plan to limit report records

Valid values are:

Annual Comp Donated Family Sick FMLA Holiday Industrial Military Personal (ASDB only) Personally (select

Agencies only) Recognition Sick Spread Pay (ASDB only)

6 Structure Group Fields

O Select a Structure Group to limit report results

Valid values are available by Absence Plan selection

7 Excluded End Date Field

O Enter the date that will be used to exclude records that have a Master End Date on or before date specified.

If you leave field blank, all Absence Plan or Structure Groups with master end dates will be included.

8 Processing Group Field

N Disregard this field Only central ADOA uses this field

9 Process Level Field

O Select a Process Level to limit the employees evaluated against the threshold to those in the selected process level.

10 Employee Group Field

O Select an Employee Group to limit the employees evaluated against the threshold to those belonging to the group selected.

11 Employee Fields

O Select individual employees to be evaluated against the threshold.

HRIS Resource Guide


Transaction Tab

No. HRIS Field

Required (R)

Optional (O)



13 Transaction Dates

O Select a date range to limit the transactions included on the report

14 Transaction Type

O Select a transaction type to limit the transactions Must use Report Option 1 to define Transaction Type

Valid values: 1 = Manuals 2 = Sell or Purchase (do not use) 3 = Accruals 4 = Allotments 5 = Eligibility Transfers 6 = Plan Transfers 7 = Lost due to limits 8 = Usage

15 Balance Option O Select a specific balance option (hours or earnings) to limit transactions

Select Hours; SOA does not use Earnings

16 Balance Type O Select a specific balance type to limit the transactions

Valid values: 1 = Accrued 2 = Allotment 3 = Available 4 = Reserve 5 = Carryover

17 Year O For Report Option 2, specify a year

18 Report Option

O Select whether the detail or summary transaction information is to be listed

Valid values: 1 = Detail 2 = Summary

19 Report Sequence

R Select order in which the information will be sorted

Valid values: 1 = Plan; Structure 2 = Process Level 3 = Process Level; Department 4 = User Level

HRIS Resource Guide


No. HRIS Field

Required (R)

Optional (O)



5 = Employee

20 Employee Sequence

O Select order in which employees will be sorted

Valid values: 0 = Use Company Default

(default) 1 = Alpha 2 = Numeric

LP264 Report Parameters Results

HRIS Resource Guide


Results:

HRIS Resource Guide


Employee Transaction Detail Inquiry LP64 Use Employee Transaction Detail Inquiry (LP64.1) view detailed transactions that have been generated for

an employee in a given absence plan structure. All of the transactions that impact a balance, including any

that are created but not yet closed, will be displayed, along with selected amounts and dates from the

employee master record.

EE Transaction Detail Inquiry

No. HRIS Field

Required (R)

Optional (O)



2 Company Field


System will access information for Company 1.


3 Employee Field

R Type the Employee’s EIN

System will bring up needed


HRIS Resource Guide


No. HRIS Field

Required (R)

Optional (O)



information from the employee’s record.


R Select the Absence Plan (i.e. Annual, Sick, Holiday)

The Absence Plan name will display

Valid values are: Annual Comp Donated Family Sick FMLA Holiday Industrial Military Personal (ASDB only) Personally (select Agencies

only) Recognition Sick Spread Pay (ASDB only)

5 Structure Group Field

R Select the Structure Group for which balances will be viewed

The Structure Group name will display

Valid values are limited by Absence Plan selection

6 Position Field

N Disregard this field, SOA does not use

7 Balance Type Field

O Select the Balance Type – valid options are All, Accrual, Allotment, Available, Reserve, or Carry Over

The Balance Type selection name will display

Valid values: 0 = All 1 = Accrual 2 = Allotment 3 = Available 4 = Reserve 5 = Carryover

8 Position To Field

O Type a valid Transaction Date to restrict the results. INQUIRE

Dates <= the selection display

You may need to clear the screen to get the desired results. With the cursor in the Position To field, type Ctrl-Shift-K to hide (not delete) everything from within and below that field. Type the desired date.

9 Inquire Button

R Click Inquire The employees data will appear under the Date tab

10 Transactions Tab

O Click on the Transactions tab to view related data

11 Detailed Transactional Date

N The detailed transactional data will appear for the employee

Date: date the transaction occurred Status: Blank denotes unprocessed and 9 denotes processed Transaction type: Accrual / Allotment / Manual or if the transaction is Usage

HRIS Resource Guide


No. HRIS Field

Required (R)

Optional (O)



Amount: Hours amount accrued / allotted or taken Type: is always equal to 1 which means hours Cycle or Hours: displays the number of cycles (pay periods) employee has earned

Employee Transaction Summary Inquiry LP64.2 Use Employee Transaction Summary Inquiry (LP64.2) to view a summary of the transactions that have been

generated for an employee in a given absence plan structure. All transactions, including any that are created

but not closed, are sub-totaled and displayed by type of transaction.

HRIS Resource Guide


No. HRIS Field

Required (R)

Optional (O)



2 Company Field




3 Employee Field

R Type the Employee’s EIN.





Valid values are: Annual Comp Donated Family Sick FMLA Holiday Industrial Military Personal (ASDB only) Personally (select



R Select Employee Group for the structure


6 Position Field N Disregard – SOA does not use

7 Balance Type Field

R Select the type of Balances for which summary transaction data should be displayed

Valid values: 11 = Accrual Hours 12 = Allotment Hours 13 = Available Hours (default) 14 = Reserve Hours 15 = Carryover Hours Earnings are not used by SOA.

8 Position To Field

O Type a Year to restrict the results

9 Inquire Field R Click Inquire The employees data will appear

HRIS Resource Guide


Employee Transaction Detail Balance Inquiry LP64. Use Employee Transaction Detail Balance Inquiry (LP64.3) to view transactions that have been generated for

an employee in a given absence plan structure. All of the transactions that impact a balance, including any

that are created but not yet closed, will be displayed, along with selected amounts and dates from the

employee master record.

No. HRIS Field

Required (R)

Optional (O)



2 Company Field



All forms/actions must contain a 1 in the Company Field

3 Employee Field

R Type the Employee’s EIN





The Absence Plan name will display

Valid values are: Annual Comp Donated Family Sick FMLA Holiday Industrial Military

HRIS Resource Guide


No. HRIS Field

Required (R)

Optional (O)



Personal (ASDB only) Personally (select



R Select the Structure Group for which balances will be viewed

The Structure Group name will display


6 Position Field

N Disregard this field, SOA does not use

8 Accrual Type Field

O Select 1 = Hours Valid values: 1 = Hours 2 = Earnings (SOA does not use this option)

7 Position To Field

O Enter a date to restrict the transactions displayed

9 Inquire Field

R Click Inquire The employees data will appear under the Date tab

Documents

HRIS Human Resources Information Solution RESOURCE GUIDE Plan... · 2019. 12. 30. · HRIS Resource Guide - Internal Use Only August 16, 2019 Absence Plan Transactions & Balances