General Mass Update Utility - HRUTFX
The Human Resources (HR) General Mass Update Utility (HRUTFX) page is a multi-function utility with several standard options and can be customized on a client-by-client basis.
The standard options are:
BENEFTE: Calculate the employee's benefit FTE.
CDHASSGN: Insert a record into CDHASSGN for a group of employees.
CLOSEBND: Close/End Date Savings Bonds records.
CLOSECDH: Close/End Date Miscellaneous CDH records.
CLOSEEFT: Close/End Date Direct Deposit records.
CLOSETSA: Close/End Date TSA records.
SUMAMT: Sums Actual Annual Salary amounts from active HR Pay Assignments.
SUMAPU: Calculate the employee's total APU.
SUMFTE: Calculate the employee's total FTE.
SUMHRS: Calculate the employee's total hours per day and hours per week.
UPDPAYSTIN: Inactivate pay assignments in HR and PY that have an end date <= As of Date.
All of these options are run using client entered selection criteria. Full descriptions and explanations of use are included after the field definitions. To turn debug on use ON in the Short Description of the NU Common Codes Category/Value of HRFX/DEBUG.
Action: Enter the desired FIXALL Action code. Codes values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of FIXALL_ACTION.
Entity: Indicates the entity to identify security clearance. The field will default to the entity associated with the logged in user on HRRQUS, if a record exists. Code values are defined in the HR Entity Codes (HRRQEN) page.
As of Date: Defaults to the current date. Change as necessary to work with selection criteria.
CDH: Indicates the CDH number for the assignment. Code values are defined in the Payroll Contribution, Deduction, or Hour Definition (PYUPCC, PYUPDD, PYUPHH) pages.
Status: Indicates the CDH status. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of CONT/DEDUC_STAT.
Frequency: Indicates when or to which payroll the assignment applies. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID pf FREQ/PY_TYPE.
Box: Indicates the box number/frequency code.
Effective Dates: Indicates the effective date range of the assignment.
Amount: Enter an amount to be used with the CDHASSGN action. A default of 0 will be used if left blank.
Axp: The amount expressed as code indicates how the dollar figure/amount is to be interpreted in payroll. Code values are restricted to static system codes. These codes are based on acceptable codes in payroll.
Additional Amount: Indicates the additional amount for the assignment, if applicable
Additional Amount Effective Dates: Indicates the effective dates for just the additional amount. The dates govern when the CDH will be taken in payroll however, an additional amount will not extend beyond the main assignment end date.
Vendor: Indicates the vendor associated with the entry, if applicable. Code values are defined in the HR Vendor Codes page.
Limit Amount: Indicates the CDH limit amount.
Limit Axp: Indicates how the limit amount will be expressed. Code values are restricted to static system codes. These codes are based on acceptable codes in Payroll.
Approval: The approval code of the records to be selected. Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific Codes tab, under the Code ID of APPROVAL_CODE.
Tracking #: Tracking number from the CDH assignment.
Special Codes: Indicates special codes, if applicable. Special codes are used for various purposes, are mostly client defined, and based on payroll setup.
Employee IDs: Target Employee IDs.
Names: Enter name or use selection criteria. For example, to select all SMITHs, enter SMITH% in this field. To select JOHN Q. SMITH, enter SMITH, JOHN Q.
Bargaining Units: Target bargaining units.
Departments: Target departments.
(SQL): Enter custom selection criteria from the HR Employee Master (HREMEN).
Errors to File: Enter errors filename.
Printer: Printer for error file.
Misc 1-4: Miscellaneous values that would match existing assignments.
Employees: System generated. Number of employees affected.
Records Read: System generated.
Records Updated: System generated.
Errors: System generated.
Warnings: System generated.
Run Notes: System generated.
Run Date: System generated.
Run By: System generated.
Standard Actions
BENEFTE:
The BENEFTE action calculates the Benefit FTE amount based on the Hours per Day x Days per Year.
-Hours per Day is obtained from HR Employee Master, Misc Number 3 (column numb3)
-Days per Year is obtained from the PY Calendar Definition (PYUPCA) Paid Days field for the calendar identified on the employee PM Pay Assignment
-Selection criteria, such as the As of Date, is used to target the desired HR Pay Assignment records
-HR Pay Assignment records must have Approval = SEND to be counted
-Resulting Benefit FTE value is written to 1) the HR Employee Master (column numb6), 2) the PY Employee Master (column py_emp_msc_num06) and 3) the HR Benefit Assignments (HRPYBE) Benefit FTE field where the benefit record dates are encompassed by the pay assignment dates
CLOSEBND, CLOSECDH, CLOSEEFT, CLOSETSA:
The CLOSExxx action places a new end date on record in the associated tab of the CDH Assignments (HRPYPR) page.
-Use selection criteria to identify the desired record(s)
-Enter an end date that is to be used for updating the records
CDHASSGN:
The CDHASSGN action creates new records in the CDH Assignments (HRPYPR) page.
-Enter data into fields that is to be entered into the CDH assignment
SUMAMT:
The SUMAMT action sums the Actual Annual Salary amounts from active HR Pay Assignments.
-Pay Class Definition (PYUPPY) page – the pay class(es) must have Misc Code #7 set to AMT
-Selection criteria, such as the As of Date, is used to target the desired HR Pay Assignment records
-HR Pay Assignment records must have Approval = SEND to be counted
-Resulting value is written to the HR Employee Master (column numb7) and PY Employee Master (column py_emp_msc_num07)
SUMAPU:
The SUMAPU action sums the APU and APU2 amounts from active HR Pay Assignments.
-Pay Class Definition (PYUPPY) page – the pay class(es) must have Misc Code #6 set to APU
-Selection criteria, such as the As of Date, is used to target the desired HR Pay Assignment records
-HR Pay Assignment records must have Approval = SEND to be counted
-APU and APU calculated values need to total 1.00000 or less, as anything larger will result in 1.00000 being displayed in the HR and PY fields
-Resulting values are written to the HR Employee Master (columns numb 1 and 2) and PY Employee Master (columns py_emp_msc_num01 and num02)
SUMFTE:
The SUMFTE action sums the PCN FTE amounts from active HR Pay Assignments.
-Pay Class Definition (PYUPPY) page – the pay class(es) must have Misc Code #5 set to FTE
-Selection criteria, such as the As of Date, is used to target the desired HR Pay Assignment records
-HR Pay Assignment records must have Approval = SEND to be counted
-PCN FTE calculated value that is 1.00000 or less is updated to HR and PY; no updates occur if the calculated value is greater than 1.00000
-Resulting value is written to the HR Employee Master (column numb5) and PY Employee Master (column py_emp_msc_num05)
SUMHRS:
The SUMHRS action sums the Actual Daily (column actl_hrs) and Actual Weekly (column actl_hrswk) hours from active HR Pay Assignments.
-Pay Class Definition (PYUPPY) page – the pay class(es) must have Misc Code #4 set to HRS
-Selection criteria, such as the As of Date, is used to target the desired HR Pay Assignment records
-HR Pay Assignment records must have Approval = SEND to be counted
-Resulting values are written to the HR Employee Master (Actual Hours per Day to column numb3 and Actual Hours per Week to column numb4) and PY Employee Master (columns py_emp_msc_num03 and py_emp_msc_num04)
UPDPAYSTIN:
The UPDPAYSTIN action updates the status on qualifying PM pay assignments to I. This is a very powerful action as it can easily affect many records.
-All PM records where the end date is LESS THAN OR EQUAL TO the given As of Date are selected
-Selected records will be updated in HR (hr_emppay table, pay_stat column) and PY (pyp_pay_dtl table, pyp_st column)