ADDING A CDH CODE TO POSITION BUDGETING

Transcription

1 ADDING A CDH CODE TO POSITION BUDGETING There will be occasion where a CDH code needs to be added after importing data from PY/HR into Position Budgeting. The procedure is not difficult but it is important that each step is completed for calculations and postings to occur correctly. Follow these steps in order: 1. From the IFAS Explorer Menu, type in TDPBMDUP in the type ahead/history box or maneuver to: TD/PB/MD/UP:Create/Update Model ID 2. At the PCMODEL Screen, press F4 to display the screen selection menu 3. Down arrow to the PBIMPSPT Screen and press ENTER. 4. Press F3 to initiate the options menu. Choose Select New and press ENTER. 5. Enter your Model ID and press ENTER. Note: If your Model does not come up, it means that these screens were not copied to this model. This must be done BEFORE you import so you may want to copy the screen to your model and do a re-import. Contact the IT Help Desk right away to help you make the best decision for you. 6. At the PBIMPSPT Screen press F6 to advance to the ADDLCDHS Screen within PBIMPSPT (PBIMPSPT has more than one screen and they 7 8 Page 1 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

2 are identified by the Data ID Screen field). If you go too far, press F5 to Go Back to a previous screen. 7. At the ADDLCDHS Screen, in the BROWSE mode, enter a percentage mark (%) in a blank field in the Data Elem. Column Field. 8. Enter the CDH Code in the Code 4 column. 9. Press ENTER, verify and press ENTER again to post the entry. 10. Verify the posting by pressing F3, choose Select New, and press ENTER. Your new CDH code should appear in the screen along with the other pre-existing CDH codes. ADDING A CDH CODE WITH A MAXIMUM DOLLAR AMOUNT If your District has any percentage CDH codes that have dollar amount limits, your PBIMPSPT screens will have an additional screen called CDHLIMIT1. In this screen you will establish the maximum dollar amount imposed on that specific CDH code. If you are entering a NEW CDH code that has a limit, complete the following steps. If no such limit is imposed, skip this section and go to the next section on the CDHOVRD1 screen entry. To limit a CDH amount: 1. If you have your model up and you are in the PBIMPSPT series of screens, press F5 or F6 to maneuver to the CDHLIMIT1 screen. If not, use TRIAD navigation to enter the PBIMPSPT screens for your model. 2. In the CDHLIMIT1 screen in the BROWSE mode, enter a percentage sign (%) in the Data Elem. Column field. 3. Enter the dollar amount limit imposed for that CDH code in the Code 3 column field. 4. In Code 4 column field, enter the new CDH code. % 3 5. Press ENTER, verify and press ENTER again to post the entry. 4 Page 2 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

3 OVERRIDE NOPOST OBJ ECT CODES-CDHOVRD1 SCREEN ENTRY A NO POST Object Code is often used in HR/PY to facilitate a compensation or benefit payment for specific circumstances. When we bring the data from HR/PY into Position Budgeting it is necessary to override those codes so that benefits will be calculated and budgeted for, for those types of payments. This process is best performed BEFORE an import from HR/PY but in any case, to fully add a CDH code with this NO POST object code you must complete these steps. 1. Advance to the CDHOVRD1 Screen still within the PBIMPSPT Screens. 2. In the Data Elem. Screen enter EMPMSTR. 3. In the BROWSE mode enter a percent(%) sign in the Data Elem. Column field. EMPMSTR 4. Enter a 9910 Object Code in the Code 1 column field. This is programming code to direct the system to attach this compensation to the salary for purposes of calculating the cost of benefits associated with this compensation In the Code 3 column enter a percent (%) sign ONLY IF the compensation is calculated by a percent of salary. Otherwise leave the Code 3 column blank. If it is a % Percentage compensation, complete the steps in the section on Percentage Codes after you have finished with this screen. 6. In the Code 4 column field, enter the new CDH code. 7. In the 5 column field (column 5), enter how the stipend is paid, i.e. A for annual. The system will assume a monthly payment if the field is left blank. Page 3 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

4 8. Press ENTER, verify the information entered and press ENTER again to post the entry. If your new CDH code is a flat amount, you can skip the next section and go to the instructions on PBCDHVEC, CDH code vectoring. COMPLETE THESE STEPS ONLY IF THE CDH CODE IS A PERCENTAGE OF SALARY 9. From the PBIMPSPT Screens, press F4 to initiate the Screen Selection menu. Arrow to PBCDHDEF and press ENTER. 10. Press F3 to initiate the Options Menu and choose Select New. Press ENTER. Enter your Model ID. 11. At the PBCDHDEF screen, in the BROWSE mode, click in the first available blank field in the CDH column. Enter the new CDH code. The cursor will advance to the Amount field and the description will populate the Desc column field. Enter the amount or go to Step Tab to the Percent column field. Enter the percentage of the compensation IN WHOLE NUMBERS, i.e., 6% would be Tab to the AXP column field. Enter the appropriate AXP code. Press F1 for a list of available codes. 14. Tab to the Comments. Enter an appropriate comment (optional). 15. Press ENTER, verify and press ENTER again to post the code. Page 4 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

5 CDH Code Vectoring, PBCDHVEC Screen Unlike the other benefit import screens, PBCDHVEC is only one screen but is critical in the accurate posting of benefits. To vector a CDH code in Position Budgeting: 1. Under the mask TDPBUPUP or at the IFAS Explorer Menu, maneuver to TRIAD: Position Budgeting/Update/UP: Update Stored Data 2. At the PCPOSTBL screen, press F4 to initiate the Screen Selection menu, ARROW to the PBCDHVEC screen and press ENTER. 3. At the PBCDHVEC Screen press F3 to initiate the Options menu ARROW to Select New and press ENTER. 4. Enter your Model ID and press ENTER. 5. Press F7 to go to the Add mode. 6. Tab to the CDH field, and enter the New CDH code. NOTE: If the CDH Code you are adding is a benefit type CDH Code, and is posted to a 3000 object code, go to the next step. If it is a stipend type CDH Code which follows the salary org key/obj code, skip on to step In the Post Code enter PTB (for Post to Benefits). 8. Enter a Y in the Active? field. 9. Verify that there is an N in the Prorate field, and press ENTER, verify and press ENTER again to post the entry. 10. Press F7, to go to the Add mode. Page 5 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

6 11. In the Add mode enter your Model ID, Tab to the CDH field and enter the new CDH code. 12. When you enter the CDH code, the cursor will advance to the Post Code. In this screen enter a PTB In the Active?: field, enter a Y. 14. Tab to the Pos Type: field and enter the position code; a CE for Certificated. 15. Tab to the Obj: field and enter the appropriate Object Code(certificated). 16. Press ENTER, verify and press ENTER again to complete the entry. 17. Repeat this process for the other classification of employee; CL for Classified only instead, in the Post Code field, enter a PTB2 for classified employees Repeat 11-15, PTB2 HERE 18. When you enter the CDH code the cursor jumps to the Post Code field. Enter the Post Code POBJ. 19. After you enter the Post Code the cursor jumps to the Active?: field. Enter a Y for Yes. 20. Verify that there is an N in the Prorate field, and press ENTER, verify and press ENTER again to post the entry. Page 6 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

7 ADDITIONAL STEPS The CDH code must be added to the PBBENTBL(Position Budgeting Benefit Table) and then, to each employee to which the compensation/benefit is to be applied. 1. From any screen in TDPBUPUP press F4 to bring up the Screen Selection Menu, ARROW to the PBBENTBL screen and press ENTER At the PBBENTBL screen press F3 to initiate the Options menu, choose Select New and press ENTER. 3. Press F6 enough times to go to the end of the table and in the BROWSE mode, go to the first blank Plan field. Enter the Name of the compensation/benefit plan 4. Tab to Benefit Description field and enter the description of the compensation/benefit. 5. Tab to the CDH field and enter the new CDH code. 6. Tab to the Dtes (Dates) fields and enter the compensation/benefit effective dates. 7. Tab to the Amt/Pct field and enter an A if it is a flat amount compensation/benefit or a P for a percentage compensation/benefit. 8. Press ENTER, verify and press ENTER again to post the compensation/benefit to the PBBENTBL. Page 7 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

8 CHANGES TO PBRECTPE WHEN IMPORTING FROM HR/PY 1. Before importing information from live payroll into Position Budgeting there is a change that needs to take place under the mask TDPBMDUP. Type this mask in the type ahead/history box or maneuver to TD/PB/MD/UP: Create/Update Model ID. 2. At the PCMODEL screen, press F4 to show the screen menu. Arrow to the PBRECTPE screen and press ENTER. 3. At the PBRECTPE screen, press F3, press ENTER for Select New, enter your Model ID and press ENTER to bring up your model. 4. If your model already shows the ADDLCONT verbiage, check to see if it matches what you see here. If not add: ENDDT >= on the first line. Go to the secondline by pointing and clicking or pressing TAB and enter AND (NO BETWEEN 1100 AND 1179 OR NO BETWEEN 1190 AND After entering the information, press ENTER verify, and press ENTER again to complete the entry. Page 8 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

9 ADDING THE COMPENSATION/BENEFIT TO AN EMPLOYEE RECORD To add a compensation/benefit to an employee record, from any of the TDPBUPUP Screens: (Or using the IFAS Explorer Menu, enter the mask or maneuver to the TRIAD/Position Budgeting/Update line and double-click. 1. Press F4 to initiate the screen selection menu. ARROW to the PCBENCOD screen and press ENTER. 2. At the PCBENCOD Screen, press F3 to initiate the Options menu, choose Select New and press ENTER. 3. In the Select mode enter your Model ID, Tab to the Employee ID field and enter the Employee ID. Press ENTER. 4. Press F6 enough times to go to the end of that employee s benefit screens. In the first blank Plan field in the BROWSE mode, enter the name of the plan (press F1 for a list of available plans). 5. Tab to the Obj field. Notice the CDH code for that plan name is automatically entered into the field. 6. Enter the appropriate Obj Code. Page 9 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003

10 7. Tab to the Desc field and enter the appropriate description. Do not skip this step. Otherwise, no descriptions will appear on reports. 8. Tab to the PstTo field and enter the appropriate post to code POBJ or PTB. 9. Enter the appropriate Barg Unit (Barganing Unit) or None. The field must be populated with something. 10. Press ENTER, verify, press ENTER again to post the entry. Go on to the next employee. Page 10 of 10 ADDING A CDH CODE TO POSITION BUDGETING.doc Revised-5/22/2003