General

The General button opens a screen to view the basic information on an assignment source, such as the name, classification, category, etc.

Effective Dating allows you to change employee labor distribution information and pay policies to go into effect on a specific date. The effective dates of these changes can be in the future or the past. Past changes may be restricted in some situations such as when historical data is not available or Pay Groups have been changed.

For example, a change to the Shift Differential pay policy will go into effect at the start of next month. The pay policy can be configured with the new effective date as soon as it is known. You no longer have to wait until after the first day of the pay period containing the new effective date to enter this information. Until that new effective date, the existing policy is still in effect.

When changes are entered for previous pay periods, the feature is called Retro Calculator. With Retro Calculator, you can correct wrong or incomplete transaction information or update a pay policy. When you recalculate the employees involved, adjustments are created and pay is modified accordingly.

For example, a request is submitted to Payroll for an employee's missed punch, in a previous pay period, that will affect the employee's pay. Another example is a pay increase that would retroactively go into effect. These situations used to require many hours of manual calculations to determine the appropriate adjustments to make for these employees. Now these situations can be corrected, employees recalculated, and pay adjustments made within a matter of minutes.

The left pane displays the Timeline for this record. The timeline shown is the version that contains the Search Date (entered on the search parameter screen).

Clicking Add Version creates a new timeline version. You will need to enter an Effective Date for the new version. This date can be in the past or in the future. Click Save Version when finished.

Clicking Delete Version deletes the displayed timeline version. This is only allowed on replicated or added versions, not the original version, because there must always be an Assignment Source in effect.

Clicking Save when editing a timeline version only overwrites the version. It does not create a new version in the timeline.

The Comparison Report will display the differences between the selected version and the one immediately prior to it.

If available,

Indicator and/or

Parameter tabs open screens to view settings that determine processing rules specific to the open record. Note: For more information, see the Configuration section>System card>Indicators screen and/or Parameters screen.

The Parameter tab opens a screen where processing settings are established. These settings can be changed by authorized users to customize the functionality of the system.

Parameter options are stored on category cards to make them easier to locate. Click the card arrow to open the card and view the parameter options contained on that card.

The parameter naming convention is as follows:

Screen name + "Parameter" + Category Card + Classification + Type + Number

The type of value required for this parameter (e.g. alpha, date, day of week, hour, integer, pay code, rate, time, percent, or premium category).

More About Parameter Types

The following are the valid options for parameter types:

Alpha	The field will accept any letters, numbers, or characters on the keyboard.
Date	The field will accept any properly formatted date. More About Date Value Fields. When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
DOW	The field will accept a day of the week. When this type is selected, the days of the week are available in the drop down menu under Default Value.
Hour	The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and trailing zeros up to two places. For example, if 3.5 is entered, the system converts this to 3.50.
Integer	The field will accept any positive or negative whole numbers (no decimals).
Pay Code	A valid pay code should be entered. There is no validation done when the record is saved.
Rate	The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and trailing zeros up to five places. For example, if 18.2 is entered, the system converts this to 18.20000.
Time	The field will accept any properly formatted time value. More About Time Value Fields. When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15). The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon). Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00. Enter 900 and the system adds the leading zeros and colon to convert this to 09:00. The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight). If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated. If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated. Enter midnight as 00:00; enter noon as 12:00. If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example: Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
Percent	The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and two trailing zeros. For example, if 3.5 is entered, the system converts this to 3.50.
Premium Category	When this option is selected, the user can select a Default Classification and Default Premium Category Number from the right pane.

Unlike indicators, there are no predefined options to enter into the parameter screen. The value that can be entered is limited by the Type of parameter allowed. For example, if this parameter has a Type of Date, only a date may be entered in the field; if the parameter has a Type of Integer, only numeric values can be entered in the field, etc. Depending on the setting in the Required field on the Parameter screen, a value may be required, or the system may allow this field to remain empty (null).

A Default setting can be created which is the setting automatically assigned when a new record is created. From that point forward, all new records will get the default setting. Note: An updated default setting is not applied to any existing records.

For more information on Parameters, see the documentation under the Configuration section>System card>Parameter screen.

The Indicator tab opens a screen where processing settings are established. These settings can be changed by authorized users to customize the functionality of the system.

Indicator options are stored on category cards to make them easier to locate. Click the card arrow to open the card and view the indicator options contained on that card.

Indicator naming convention is as follows:

Screen name + "Indicator" + Category name + Classification + Number

For example, the Standard indicator on the Pay Group screen on the System category card that is listed First, is named Pay Group Indicator System Standard 1.

On the indicator screen, there are predefined options that the user can select from the right pane. There is a Default setting, which is the setting automatically assigned when a new record is created. The Default setting can be changed for the system in the Configuration section>System card>Indicator screen. From that point forward, all new records will get the default setting. Note: An updated default setting is not applied to any existing records.

The

Audits tab opens a screen to view an audit trail on additions, edits, and deletions to the open record.

The Audits tab is only available if an edit was made to the open record. It opens a screen to view information on changes made to the record, including the date and time of the change, the application, the classification of the change (insert, update, and delete), including what was changed, and user name of the person making the change.

Click the card arrow to open the record and view the details of the change, including the field that was updated, the original value and the new value.

Note: To view the audits on all records in this screen, click on the Audits button in the left pane. This button is available when the Search screen is open.

A code identifying the software application where this assignment is used (for example, TA for Time and Attendance, SS for Staffing and Scheduling, etc.).

The classification of an assignment source that was replicated. This option is only available with assignment source records with the Classification of Replicated.

The code of an assignment source that was replicated. This option is only available with assignment source records with the Classification of Replicated.

The category of the assignment source, used to group similar assignments (e.g. General, Benefits, Overtime, Deduction, Special Code, or Holiday).

The classification type of the assignment source, as chosen from the drop down menu (Standard, Customer, User Defined or Replicated).

The label describing this assignment source. In a Replicated record, this field displays as Description Template, and contains the description of the original record used as a template. The description can be updated to make it unique to the replicated record.

The Effective Date is when the displayed record's timeline version became effective.

If there is a more recent timeline version for this same record, the Expiration Date will be automatically filled in with the date one day prior to the more recent timeline version's Effective Date.

Indicates if the assignment source applies to the employee's home labor distribution (Yes/No).

This field must be set accordingly for each Assignment Source used within the system. For example, the pay period information may be based on the Home assignments; however the shift differential may be based on the Worked assignments. In this example all assignment codes within the Pay Period Information screen would have Home checked while all assignment codes in the Shift Differential screen would have Worked checked.

Note: Once this field is selected for an assignment source, all assignment codes for the table have the same selection. For example, within the Shift Differential screen, all assignment codes are set up as either Home (Yes) or Worked (No). There would never be a combination of home and worked within one screen.

If this is a replicated assignment, this value indicates the classification of the original assignment used as a template.

If this is a replicated assignment, this value indicates the identification code of the original assignment used as a template.

The records returned in the search will be based on the Search Date. Whichever record version that was current for the date entered will be returned. For example, there are two versions of the same record in the system, one expired a year ago and one is current. If you enter any date from within the past year, the current version will be returned in the search. But if you enter any date from more than a year ago, the expired version will be returned in the search.

Indicates whether this assignment source can be used as a template to replicate (Yes/No).

Standard	A record that is core to the system and included for all clients.
Customer	A record that was custom designed for a specific client.
User-Defined	A record that was created by a user in the system. When a new record is entered in the screen by clicking on the Add button, it is automatically given a status of User-Defined.
Replicated	A record that was copied from an existing record, and then updated to change certain settings. When a new record is created by clicking on the Replicate button, it is automatically given a status of Replicated.

Standard	A record that is core to the system and included for all clients.
Customer	A record that was custom designed for a specific client.
User-Defined	A record that was created by a user in the system. When a new record is entered in the screen by clicking on the Add button, it is automatically given a status of User-Defined.
Replicated	A record that was copied from an existing record, and then updated to change certain settings. When a new record is created by clicking on the Replicate button, it is automatically given a status of Replicated.