Assignment/Position Reconciliation Process

The Assignment/Position Reconciliation Process will compare the salary grids and GL's on assignments to the salary grids and GLs on positions and report any instances where the data is not the same. This is only useful information if your assignments are supposed to contain the salary grid and GL from the position code database. This process has a final option which will update any assignments with the position information if it is out of sync. The update will only change existing assignment and salary records. It will NOT create any history of the changed assignments. This function has been enhanced to reconcile cost centers, departments and shift codes as well.

As Of Date Range

Enter a valid range of dates in (YY)YYMMDD format. These dates are used to select the assignments that will be compared to the position code data. Any assignments that are current within the date range including the specified dates will be selected for reconciliation process.

Employee Category

Enter up to 10 Employee Categories. Employees with matching Category codes will be considered for processing. If no categories are entered, all employees will be considered for processing.

Assignment Type

Enter up to 10 Assignment Types. Employees that have eligible assignments with matching types will be considered for processing. If no assignment types are entered, all assignments will be considered for processing.

Assigned Location Type

Enter up to 10 Location Types. Employees that have eligible assignments at locations with matching location types will be considered for processing. If no location types are entered, all assignments will be considered for processing.

Assigned Location

Enter up to 10 Location Codes. Employees that have eligible assignments at matching locations will be considered for processing. If no locations are entered, all assignments will be considered for processing.

Assigned Position

Enter up to 10 Positions. Employees that have eligible assignments with matching Positions will be considered for processing. If no positions are entered, all assignments will be considered for processing.

Assigned Department

Enter up to 10 Department Codes. Employees that have eligible assignments with matching Department Codes will be considered for processing. If no department codes are entered, all assignments will be considered for processing.

Include Leaves

Enter 'Y' to include leave assignments in addition to all others selected.
Enter 'N' to exclude leave assignments in assignment selection process.
Enter 'O' to only include leave assignments in the reconciliation process.

Reconcile Salary Grids

Enter 'Y' if you want to compare assignment salary grids to position grids.
Enter 'N' to exclude the salary grid comparison.

Reconcile GLS

Enter 'Y' if you want to compare assignment GLs to position GLs.
Enter 'N' to exclude the GL comparison.

Reconcile Cost Centres

Enter 'Y' to compare assignment cost centers to position cost centers.
Enter 'N' to exclude the cost centre comparison.

Reconcile Departments

Enter 'Y' to compare assignment departments to position departments.
Enter 'N to exclude the department comparison.

Reconcile Shift

Enter 'N' if you do not want to reconcile shift codes.
Enter 'M' to compare the main comment to the position shift code.
Enter '1' to compare comment 1 to the position shift code.
Enter '2' to compare comment 2 to the position shift code.
Enter '3' to compare comment 3 to the position shift code.
Enter '3' to compare comment 4 to the position shift code.

Employee Sort

Enter A to sort employees alphabetically by Name.
Enter N to sort employees numerically by Employee Number.

Employee Selection

Enter A to consider all employees for selection.
Enter S to enter selected employees individually.

Preliminary/Final

Enter 'P' to run this process in preliminary mode. A preliminary run will only generate a report and will NOT update any assignments.
Enter 'F' to run this process in Final mode. In this mode, the assignments will be updated with reconciled information (from the position code database) and a report of the updates will be prepared.