Seniority Setup and Processing

1. Seniority Setup and Processing Presented by: Debbie Becker

2. Snapshot of Seniority Module Create a Seniority Plan – SNPDSPID SPAD SENIORITY.PLAN SENIORITY.PLAN.DTL  Add an employee to a Seniority Plan – PSNS PER.SENIORITY.PLAN Add a Manual Adjustment – PSAJ - these records will have a SND.RECORD.TYPE of “A” in the SENIORITY.DTL file SENIORITY.DTL record CSDR uses the PR.Time History file for create SENIORITY.DTL records. These records will have a SND.RECORD.TYPE OF “D”

3. Seniority Processing Steps SENIORITY PROCESSING STEPS (at a glance) 1.      SNPD - Define your Seniority Plans 2.      SPPE - Attach Seniority Plans to Positions (Optional) 3.      PSNS – Attach Seniority Plans to Employees 4.      Process your payroll using Daily Time Entry. 5.      CSDR - Create Seniority Detail 6.      CSEN – Calculate Seniority 7.      SDPM – Seniority Detail Purge Move 8.      SDPR – Seniority Detail Purge 9.      Run Report Options

4. SNPD - Create your Seniority Plan

5. VAL - Valcode Setup – TIME.UNITS

6. SPID - Seniority Plan Detail

7. SPAD - Seniority Plan Detail

8. PSNS - Attach a Seniority Plan to an Employee

9. PSPL – Person Seniority Plan

10. PSPL - Ending a Seniority Plan for an Employee

11. PSNS - Re-attach a Seniority Plan to an Employee

12. Process your Payroll Time and Attendance tracking must be set to Daily so that payroll processes will create the necessary records for Seniority to use.

13. THUP This is the step during payroll that creates the PR.TIME.HISTORY records from the information added during Payroll processing at TCDE and PPGA. PR.TIME.HISTORY records are then used to create and calculate Seniority.

14. CSDR – Create Seniority Detail

15. What happens at CSDR • CSDR creates SENIORITY.DTL records using the PR.TIME.HISTORY records that are created during payroll processing • CSDR populates the field PRTH.SENIORITY.STAMP in the PR.TIME.HISTORY file • CSDR generates a report that lists all employees and hours eligible to have Seniority Calculated on, using criteria setup in the Seniority Plan Detail screens

16. PSAJ – Manual adjustments to Seniority Hours

17. UTED – view adjustment comments

18. CSEN – Calculate Seniority

19. What happens at CSEN • CSEN takes the SENIORITY.DTL records created by CSDR and creates the PERSPDTL file • There is one PERSPDTL per employee per year • CSEN populates the field SND.SENIORITY.STAMP in the SENIORITY.DTL file • CSEN updates the PER.SENIORITY.PLAN • CSEN creates a report that details the actual hours worked, the adjusted hours, the manual adjusted hours and the total Seniority hours calculated for each employee.

21. PSAS – Person Seniority Accrual Summary

22. PSAD – Seniority Accrual Detail

23. SDPM – Seniority Detail Purge Move

24. What happens at SDPM • SDPM deletes the SENIORITY.DTL files and creates SENIORITY.DTL.PURGE files. These files hold exactly the same information as the SENIORITY.DTL files • While information is in the SENIORITY.DTL.PURGE file, it is still accessible if you need to restore the SENIORITY.DTL files.

25. SDPR – Seniority Detail Purge

26. SRNK – Seniority Ranking Report

28. Tidbits from Payroll Processing • Answers to all those questions that come to mind.

29. Do hours entered on PPGS instead of PPGA get included in Seniority Calculations? NO. Hours entered directly on PPGS do not create PR.TIME.HISTORY records, therefore do not get Seniority calculated on them. You must enter hours on either TCDE or PPGA to create PR.TIME.HISTORY records.

30. Can a Seniority Plan adjust for both a Daily and Weekly Maximum? Yes. It will do the adjustment and record it in the detail area on the PSAD screen. However, total Seniority Hours will be added using the field specified in the Seniority Accumulation Period.

31. Will Seniority look at Negative Hours if entered on the PPGA screen? Yes

32. Does Seniority pick up an adjustment done during payroll for a prior pay period? Yes, as long as the adjustment is done at PPGA or TCDE.

33. Do hours entered using manual cheques (MNCK) create Seniority records? NO. MNCK does not create PR.TIME.HISTORY records, therefore these hours will not be processed by CSEN. You would need to do a Manual Adjustment using PSAJ to bring these hours into a person’s Seniority plan.

34. What affect does PARE (pay advice reversal) have on Seniority? PARE does not create PR.TIME.HISTORY records, therefore hours would not be deducted from Seniority that has already been calculated. A manual adjustment at PSAJ would be required.

35. Do EPAJ adjustments get processed by Seniority? NO. A manual adjustment at PSAJ would be required for EPAJ entries.

36. Bugs Discovered

37. Even after a Seniority Plan has been attached to employees it still shows Not In Use on the SPAD screen.

38. Minimum/Maximum work time and Maximum Accruable Seniority fields work properly. When CSEN is run, it does reduce hours to the maximum accruable amount and populate this amount on the PSAD screen. The problem is with the Annual Adjusted Work Hrs Total. It does not add the hours properly to reflect the adjustment. The correct amount is recorded in Seniority Hours.

39. Shift Differential Hours • Shift Differential hours were being included as hours in calculated Seniority. • Datatel has supplied the programming code to fix this.

40. Columns are not wide enough to accommodate thousands of hours in the CSDR and CSEN reports • CEISS has fiqured out a fix for this. The reports now print fine.

41. The stamp that gets attached to Seniority detail records to indicate it has been processed should prevent that record from being re-processed. It does not currently do that. • Current workaround is to make sure you run SDPM immediately after running CSEN so that the Seniority Detail record is no longer available (in the bucket) to be re-processed in error. • This has been documented and I’m sure Datatel will supply a patch to fix this.

42. Questions?????? To contact me: dbecker@ceiss.org