The Alberta HRIS Export Process generates the Alberta HRIS extract file, cccc_###HRIS_YYYYMMDDHHMM.CSV or cccc_###HRIS_R10_YYYYMMDDHHMM.CSV for Regular 10 payroll, is generated at the location defined by the logical SRB$Export: where cccc is Test or Prod depending on the HRIS Extract File Test Or Prod field of the HRIS Profile, ## is your school district number as defined under the atrieveHR Master profile, YYYYMMDD is the current date and HHMM is the current hours and minutes. You will be warned when this extraction process is set to create a Test extract file. The exact directory location and full name of the HRIS extract file is included on the report header. The HRIS csv extract file is available for emailing through the Payroll Email File Process.
The HRIS extraction file requires an effective date per employee for the combine salary and Work Status. Anytime one of these fields changes for an employee the effective date must be refreshed. This export process manages a file that holds these values and effective date per employee. When you run this export and one of these values have changed for an employee, the applicable field is updated, and a new effective date is defined. The report for this process will list one line per employee, except when an effective date changes has taken place then the report will list two lines to document the change.
This HRIS Export process also creates an edit version of the export data. You can then adjust any value through the Alberta HRIS Export Change and recreate the export file through this option using the Report Existing option.
This process validates employee entries. All rejected entries will be listed on a separate error/rejection listing along with the reason for the rejection. Rejected employees are not included on the export file. Rejection reason may include, use of the Dummy SIN.
Employees with an Employee Group code of 'N/A' will be omitted from this process without creating a rejection entry.
The Job Title is loaded with the Occupation code description from the employee's master function line.
Create New or Report Existing HRIS Records
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Enter 'C' to create a new export file.
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Enter 'R' to report on the existing export data. A re-report of data to create a new export file would be required if changes are made through the Alberta HRIS Export Change process.
Enter the Minimum% Employed to Report
The default Minimum % Employed is 50%.
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Enter a minimum % Employed to be used for employee selection. Employees with a combined % Employed of less than the define minimum will be omitted.
Enter Benefit Deduction Codes
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Enter one or more benefit deductions for employee selection. Employees must have one active benefit deduction to be selected.
Enter the Override Effective Date
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Enter the effective date to be used for any Annual Salary or Work Status changes.
Select Payroll Regular, Regular 10 or Teacher
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Enter 'T' to indicate a teacher payroll. Defines a group code of TEACHERS or TEACHERSP when the current hire date is prior to 2012.
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Enter 'R' to indicate a regular payroll. Defines a group code of Regular or REGULARP when the current hire date is prior to 2012.
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Enter 'G' to indicate a regular payroll that is separate from the regular payroll reported under 'R'. The 'G' will add the R10 to the extract file to distinguish the different payrolls.
Sort Report by Employee Number or Name
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Enter 'E' to generate the report in employee number sequence per payroll.
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Enter 'N' to generate the report in employee name sequence per payroll.
The report lists the following:
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The report header includes the HRIS cycle number used.
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Employee number and name
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Payroll Id code
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Employee Group Code
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Employment Basis Code
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Work Status code
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Effective date
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Number of hours per week
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Annual Salary
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Two lines per employee will print when an effective date change is made. The first line contains the original data that has changes and the second line contains the new field values. Unchanged values will not display on the first line.
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Total number of employees reported
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The rejection report lists the following:
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Employee number and name
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Payroll Id code
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Rejection reason
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Total number of rejected employees.