Setting up the General Mass Update utility

Shortcut/mask: HRUTFX

The General Mass Update utility is a multifunction update utility that has several standard options that you can customize to meet your needs. You use selection criteria to select from the available options. The standard options are:

  • BENEFTE: Calculate the employee's benefit full-time equivalencies (FTE).
  • CDHASSGN: Insert a record in the system for the contributions, deductions, and hours (CDH) assignment code for a group of employees.
  • LIFE50: Insert a Life 50 (life insurance 50) record into the CDH assignment code for a group of employees.
  • SELTEST: Test the user-defined selection criteria.
  • SUMAPU: Calculate the employee's total allocated person units (APU).
  • SUMFTE: Calculate the employee's total FTE.
  • SUMHRS: Calculate the employee's total hours per day and hours per week.

Complete the following steps to set up the General Mass Update utility.

  1. Open the window by clicking the Search link, typing HRUTFX, and pressing Enter.
  2. Select Add (+).
  3. Complete the following fields:
  • Action: Indicate the desired fix all (FIXALL) action code.
  • Entity: Indicate the entity ID.
  • As of Date: Defaults to today's date. It is used for reference purposes when determining whether a record is new or if existing information needs to be brought to the window for modification.
  • CDH: Type the contributions, deductions, and hours (CDH) code in the system. Depending on the CDH code value, the available numbers will be either 1000 series, 2000 series, or 3000 series.
  • Status: Indicate the employee's status from the Employee Master record.
  • Frequency: Indicate the payroll to which the assignment applies or how often it should be run.
  • Box: Enter the box number or frequency code if frequency match codes are used in payroll.
  • Effective Dates: Enter the effective date range of the assignment.
  • Amount: Enter an amount to be used with the contributions, deductions, and hours code. This amount defaults to "0" if left blank.
  • AXP: Indicate how the dollar figure or amount is to be interpreted in payroll. The listing of codes are system defined and may not be updated.
  • Special Codes: Enter any special codes, if applicable. Special codes are used for various purposes and are mostly client-defined based on payroll setup.
  • Additional Amount: Enter the additional amount for the assignment, if applicable.
  • Additional Amount Effective Dates: Enter the effective dates for the additional amount. The dates govern when the CDHs are calculated in payroll.

Note: The dates associated with additional amounts do not function in the same manner as those dates associated with the "parent" assignment. For example, the CDH for the assignment. These dates must be manually controlled.

  • Limit Amount: Enter the CDH limit amount.
  • Limit AXP: Select how the limit amount will be expressed in payroll, if applicable. These codes are based on acceptable codes in payroll. Updates the payroll CDH assignment and limit expressed as.
  • Vendor: Indicate the vendor associated with the entry, if applicable. If a vendor is entered, the Employee Association Detail record is updated with the vendor code and CDH codes.
  • Approval: The approval code indicates whether the record is ready to send or has been sent to payroll. If the record is to be sent to payroll it must indicate “SEND.”
  • Tracking # - Enter the number that identifies the item. This number is used for tracking purposes such as a case, file, contract, or other number. An entry into this field will be linked to the vendor code and sent to the payroll association detail.
  • Employee IDs: Enter the employee IDs associated with the target record that Employee Online uses for the benefit. The only supported targets are benefit information (BENEINFO) and CDH assignment (CDHASSGN).
  • Names: Indicate the name of the employees to be selected.
  • Bargaining Units: Enter the bargaining units associated with the target record. A bargaining unit is a group of workers within a plant, firm, occupation, or industry that on the basis of commonality of interest or production process, is determined to be the appropriate unit for collective bargaining purposes.
  • Departments: Enter valid departments from the Human Resources master record.
  • (SQL) - Enter the custom SQL. This field provides a facility to enter a custom structured query language if necessary.
  • Errors to File: Enter the name of the file used to store errors.
  • Printer: Enter the name of the printer used for error files.
  • Misc 1 -4: Enter additional information you want to note.
  • Employees: Indicates the number of employee records updated during the run. This field is system-generated.
  • Records Read/Updated: Indicates the number of records that were read or updated during the run. This field is system-generated.
  • Errors/Warns: Indicates errors and warnings during the run. This field is system-generated.
  • Run Notes: Indicates any additional notes entered during the time this utility was last run. This field is system-generated.
  • Run Date: Indicates the date this utility was last run. This field is system-generated.
  • Run By: Indicates the ID of the user who last ran this utility. This field is system-generated.
  1. Select Save Changes.

Result: You have updated employee dated within the Human Resources (HR).

Related Topics

  • Assigning benefits to an employee (HRPYBE)
  • Setting up the pay related contributions record (HRPYPC)