Updating approval codes

Shortcut/mask: HRUTAU

Use the Approval Utility to globally update approval codes based on the selection criteria you enter. The value you select in the Window field directs the utility to update approval codes for Employee Master, Employee Pay Assignments, Quick Pay Assignments, Benefits, Bonds, CDH Assignments, Taxes, and TSA/Direct Deposit Information. The records to be updated are filtered based on the criteria specified in search mode. You must enter function-specific filtering in the section specific to the window. The processed records are logged and you can review the records on the Approval List window (HRUTAL) which is accessible via the link on the Approval utility window. The utility can run in test and actual mode. In test mode, function specific records are not updated but they are logged in the approval list table.

Complete the following steps to update approval codes:

Open the window by typing HRUTAU in the Search field and pressing Enter.
Select Add (+).
Complete the following fields:

Entity: Select the entity for which the utility is run. You create entity codes in the Entity Codes (HRRQEN) window.
Window: Select a window for which function the approval code is updated. You create the window codes inn the System Codes window.
New Approval Code: Select the new approval code to update. You create the approval codes in the Entity Specific Misc HR Codes (HRTBCE), Entity Specific Codes tab where entities match and code ID should match the APPROVAL_CODE.
Test: Select this option if you want the utility to be run in the test mode. If you do not select this option, the utility is run in the actual mode.
Run By: Displays the user who runs the utility.
Run Date: Displays the date utility was run.
Notes: Displays any associated notes.

Complete the following fields in the Global Selection Criteria section:

Old Approval Code: Select the current approval code that is selected by the utility for update. The approval codes are created in the Entity Specific Misc HR Codes (HRTBCE), Entity Specific Codes tab where entities match and the code ID format is APPROVAL_CODE.
Action: Select the action code used in the selection criteria. Action codes are created in the HR Non-Entity Specific Codes (HRTBHR) where the code ID format is ACTION_CODE.
Employee ID: Select an employee ID. Employee IDs are created in the Employee Master (HREMEN) where entities match.
SSN: Select the Social Security Number (SSN). Validates to Employee Master (HREMEN) where entities match.
Effective Dates: Select the effective Begin or End dates.
Effective As of Date: Select the effective As-of date.

Complete the following fields in the Employee Master Selection Criteria section:

Type: Select the HR Type. HR types are created in the Entity Specific Misc HR Codes (HRTBCE, Entity Specific Codes tab) where the format of code ID is EMPLOYEE_TYPE.
PY Status: Select the payroll status. You create the status codes in the HR Non-Entity Specific Codes (HRTBHR) where the format of the code ID is PY_EMPLOYEE_STAT.
Bargaining Unit: Select the bargaining unit to be used. Bargaining units are created in the Entity Specific Misc HR Codes (HRTBCE, Bargaining Unit Codes tab) where entities match.
Pay Cycle: Select the pay cycle to be used. Pay cycles are created in the HR Non-Entity Specific Codes (HRTBHR) where the format ID is PAY_CYCLE.
Calendar: Select a calendar date. You define calendars in the Payroll Calendar Definitions (PYUPCA).

Complete the following fields in the Pay Assignment Selection Criteria section:

Pay Class: Select the payment class. You define the Payroll class in the Payroll Pay Class Definitions (PYUPPY).
PCN: Select a PCN. You define PCNs in the PCN/Position Code Definitions (HRTBPC).
Position: Select a position code. You define positions in the PCN/Position Code Definitions (HRTBPC).
Status: Select a status. Status codes are defined in the HR Non-Entity Specific Codes (HRTBHR) where the format of the code ID is CONT/DEDUC_STAT.
Bargaining Unit: Select a bargaining unit. The units are created in the Entity Specific Misc HR Codes (HRTBCE, Bargaining Unit Codes tab) where entities match.
Department: Select the department. The departments are defined in the Entity Specific Misc HR Codes (HRTBCE, Entity Specific Codes tab) where entities match and define the code ID in the DEPARTMENT_CODE format.
Division: Select a division. You define the division codes in the Entity Specific Misc HR Codes (HRTBCE, Entity Specific Codes tab) where entities match and define the code ID in the DIVISION_CODE format.
Calendar: Select a calendar for the pay assignment. You define calendars in the Payroll Calendar Definitions (PYUPCA) window.
Pay Calc Effec Dates: Select the Begin/End dates for calculating the pay.
Date Type: Select the date type. You define date types in System Codes.
Pay/Calc As of Date: Select the As of Date for calculating the pay.
GL Key: Select the GL key for distributing the pay.
GL Object: Select the GL object for distributing the pay.
JL Key: Select the JL key for distributing the pay.
JL Object: Select the JL Object for distributing the pay.
Option: Select an option for distributing the pay.

Complete the following field in the Taxes/TSA/Bonds/EFT/Misc CDH Selection Criteria section:
CDH: Select the CDH number.

Complete the following fields in the Benefits Only section:

Benefit plan: Select the benefit plan.
Contribution: Select the benefit CDH.
Contribution/Deduction: Select the deduction CDH.

Enter the custom SQL statement in the Additional Selection Criteria SQL.
Select Save Changes.

Result: You have updated approval code records in the Human Resources subsystem and you can review these records on the Approval Utility List window (HRUTAL).

Related Information: