Entitlement Creation Process
The Entitlement Creation Process creates entitlement records for groups of employees. This process is meant to eliminate or reduce the need of using the Entitlement Addition function by creating entitlement records for large numbers of employees in one pass. Selection of absence year and absence codes allow creation of required entitlements. Additionally, employees can be selected by category, department, bargaining unit, location or position. The table unit amount and/or the entitlement amount can also be loaded at the same time. As with most of the update processes, this one can be run for report only to view the results before actually updating any records.
Year
- Enter a valid 4 digit year in YYYY format for which to create the entitlement records.
Absence Codes
- Enter up to 10 valid absence codes to create entitlement records for. At lease one absence code must be entered for any record creation.
Employee Categories
- Enter up to 10 Employee Categories. Employees with matching Category codes will be considered for Entitlement record creation. If no categories are entered, all employees will be considered for processing.
Demo Departments
- Enter up to 10 Department Codes. Employees with matching Department codes will be considered for Entitlement record creation. If no departments are entered, all employees will be considered for processing.
Demo Bargaining Units
- Enter up to 10 Bargaining Units. Employees with matching Bargaining Units will be considered for Entitlement record creation. If no bargaining units are entered, all employees will be considered for processing.
Demo Positions
- Enter up to 10 Positions. Employees with matching Positions will be considered for Entitlement record creation. If no positions are entered, all employees will be considered for processing.
Demo Locations
- Enter up to 10 Locations. Employees with matching Locations will be considered for Entitlement record creation. If no locations are entered, all employees will be considered for processing.
Inc Only Emps With Bens
- Enter 'Y' to consider employees that have benefits according to their current assignment(s) when creating entitlements.
- Enter 'N' to ignore benefit status of assignments when creating entitlements.
As Of Date
- This prompt is enabled only when the answer to the previous prompt is 'Y'.
- Enter a valid AS OF date in (YY)YYMMDD format. Assignments that are current as of this date will be used to check for benefit status.
Create Vacation Records
- Enter 'Y' to create vacation records for eligible employees when creating the entitlement records. Vacation records are created for absence code(s) that are of 'Vacation Type' for the specified year.
Load Table Units
- Enter 'Y' to load the table unit field in each entitlement record.
- Entering 'N' will set the table units field to 0 if the entitlement is being newly created and leave it untouched if the entitlement record already exists.
This prompt is only applicable if you enter 'y' to the above prompt.
Srce Sen/Fixed
- Enter 'SY' to load the table units field with the seniority year amount from employee's seniority record.
- Enter 'SM' to load the table units field with the seniority month amounts from employee's seniority record.
- Enter 'SD' to load the table units field with the seniority day amounts from employee's seniority record.
- Enter 'F' to enter a fixed amount to be loaded onto all employees' entitlement records.
Sen Codes/Amount
- If you entered 'F' above, you must enter the fixed amount to be loaded in the table unit field.
- If you entered something other than 'F' in the above field it indicates that you have chosen to load the employee's seniority in the table unit field. This prompt allows you to specify which seniority amounts to accumulate and place in the table unit field. You can enter up to five numbers (1-5) to indicate this.
- Each number corresponds to one of the five seniority amount fields on the employee's hire seniority screen. Placing a 12345 in this field will tell the system to accumulate seniority amounts 1,2,3,4 and 5 from the employees hire seniority screen. Entering just a 1 would tell the system to only use the seniority amount from the 1st line of seniority on the employee's hire screen.
Over-Write Existing
- Enter 'Y' to overwrite existing entitlement records with the table unit calculated by this process (either from the seniority record or the entered fixed amount).
- Entering 'N' leaves existing entitlement record table unit amounts unchanged.
Load Entitlements
- Enter 'Y' to load the entitlement fields in each entitlement record.
- Entering 'N' will set the entitlement fields to 0 if the entitlement is created by this process. For existing entitlement records, the entitlement fields will be untouched.
Amount
- This prompt is only applicable if you enter 'Y' to the 'Load Entitlements' prompt. Enter a fixed amount to be loaded in the entitlement fields.
Over-Write Existing
- This prompt is only applicable if you enter 'Y' to the 'Load Entitlements' prompt.
- Enter 'Y' to over-write existing entitlement records with the entitlement amount you have entered.
- Enter to 'N' leave existing entitlement amounts unchanged.
Report Only
- Enter 'Y' to prepare a report showing the effects of this process without actually changing the contents of the entitlement file.
- Enter 'N' to update the entitlement records with proposed changes.
Report Sort
- You MUST enter 'E'. The report will be prepared in Employee order only.
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.