Parameterize Template Selection Conditions

Explanation

This activity is used to set parameters for selection conditions in the employee template. Defining those parameters allows you to control the selection process for payroll calculations and also the reporting performed by the template.

Prerequisites

In order to perform this activity, an employee template header is required to be registered in the system.

System Effects

There are no system effects.

Window

Payroll Template
Payroll Template
Employee Template
Employee Template Preview Details

Related Window Descriptions

Payroll Template
Payroll Template
Employee Template
Employee Template Preview Details

Procedure

  1. Open the Employee Template window and find an employee template header for which you want to set selection parameters.
  2. Right-click on the header and click Details in order to enter the section for setting selection conditions.
  3. If the selection criterion is the category of employee, go to the Employee Category tab and specify the category in the Category Name field. Note that the Used check box needs to be selected.
  4. If the match is for the type of employment, go to the Employment Type tab and make the selection in the Employment Type field. You can also use the list of values. Note that the Used check box needs to be selected.
  5. If the selection criterion is the category of job group, go to the Job Group Category tab and select categories in the Job Group Category field. You can also use the list of values. Note that the Used check box needs to be selected.
  6. If the match is for an organization, go to the Organization tab and specify an organization ID in the Org Code field. The list of values can also be used. Note that the Used check box needs to be selected.
  7. If the selection criterion is a paying organization, go to the Payer tab and specify the payer in the Payer Id field. You can also use the list of values. Note that the Used check box needs to be selected.
  8. If the employee template is required to select particular positions, specify them in the Position tab. You can also use the list of values. Note that the Used box needs to be checked.
  9. If the match is the wage code parameter, go to the Wage Code Parameter tab and specify a parameter in Parameter Id field and the types of documents which can be considered. You can also use the list of values. Note that the Used check box needs to be selected.
  10. If the selection criterion is the wage class, go to the Wage Class tab and specify classes for consideration. You can also use the list of values. Note that the Used check box needs to be selected.
  11. If the template match is for the day schedule, go to the Day Sched tab and specify schedules. You can also use the list of values. Note that the Used check box needs to be selected.
  12. If the selection criterion is the group, go to the Selection Group tab and specify groups for consideration. The list of values can also be used. Note that the Used check box needs to be selected.
  13. If the template selection is for the property code, go to the Property Code tab and specify a code in the Property Code field. You can also use the value list. Note that the Used check box needs to be selected.
  14. Save the information.