Rolling Payroll employee information to Human Resources

Shortcut/mask: HRUTRP

Use the HRUTRP window is used to roll basic employee information from the Finance Payroll module (PYUPEM and PYUPECDH windows) to the Human Resources module (HREMEN and HRPYCA window). You can run this utility for a single ID or for all IDs and you can run it multiple times. Duplicate IDs are skipped unless first deleted as determined by the Roll Type field.

Workflow and Documents Online are utilized. The “JOB” WF model must be active on the system. The WF services must be running.

When accepting the window with valid input a “Record Accepted” message will be displayed along with a message showing the job number launched. When the job is completed the user may review the tail sheet in Documents online.

  1. Open the window by typing HRUTRP in the Search field and pressing Enter.
  2. Select Add (+).
  3. Complete the following fields in the Selection Criteria section:
  • Employee ID: Indicates either a specific ID to roll from PY to HR, or ALL to roll all employees.
  • Entity: Indicates the entity from which to select employees in PY. This must be entered and be a valid entity from the PYUPGN window (py_gen_mstr table). Validates to HRRQEN (hr_entytble).
  • Employee Type: Indicates the employee type which is used to limit selection of PY records. Leaving the field blank is the same as selecting all employee types. Validates to HRTBCE, Entity Specific Codes tab (hr_hrencode table) where the entities match and Code ID = EMPLOYEE_TYPE.
  • Pay Cycle: Indicates the pay cycle which is used to limit selection of PY records. Leaving the field blank is the same as selecting all pay cycles. Validates to HRTBHR (hr_hrcode table) where Code ID = PAY_CYCLE.
  • Employee Status: Indicates the employee payroll status which is used to limit selection of PY records. Leaving the field blank is the same as selecting all payroll statuses. Validates to HRTBHR (hr_hrcode table) where Code ID = PY_EMPLOYEE_STAT.
  • Bargaining Unit: Indicates the bargaining unit used to limit selection of PY records. Leaving the field blank is the same as selecting all bargaining units.  Validates to HRTBCE, Bargaining Unit Codes tab (hr_bargunit table) where the entities match. 
  1. Complete the following fields in the Default Values section:
  • Begin Date: Indicates the date which can be used as a default begin date anywhere a begin date is not explicitly in the PY records.
  • End Date: Indicates the date which can be used as a default end date anywhere an end date is not explicitly in the PY records.
  • Address Type: Indicates whether the employee address is for public and/or private use and viewing.  Validates to HRTBHR (hr_hrcode table) where Code ID = PUBLIC_PRIVATE.
  • Days Worked: Indicates the value to be used for Days Worked (dayswork column) in HREMEN (hr_empmstr table).
  • Periods Worked: Indicates the value to be used for Number of Periods (nomonths column) in HREMEN (hr_empmstr table).
  • Periods Paid: Indicates the value to be used for Periods Paid (mnth_paid column) in HREMEN (hr_empmstr table).
  1. Complete the following fields in the Roll Details section:
  • Roll Type: Indicates how existing HR records are to be treated before new PY records are rolled into HR  Validates to static codes and only the following codes are allowed.
  • Remove all entries from all tables prior to roll
  • Remove any duplicate of current entry
  • Remove all entries previously rolled (action code = "PYHR")
  • Remove any previously rolled duplicate of current (action code = "PYHR")
  • Ready to Roll: Select this check box to indicate that the roll process data is ready to roll.
  • Last Roll: Date of last roll. This field is system derived.

6. Select Save Changes or press Enter launch the utility.

Result: When the Roll PY Employee Info to HR (HRUTRP) process is complete, the HREMEN and HRPYCA windows are updated with information from PYUPEM and PYUPECDH. After completing all required fields on the window, you can select the Tools menu in the side bar and select Show Selection Criteria option to view the SQL generated by your entries on this window.

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