Earnings Statement Parameter Profile

The Earnings Statement Parameters Profile module allows you to define the layout of your earnings statement.

In order to utilize the User Defined Earnings Statement, you must first layout the earnings statement on paper. The profile allows you build an earnings statement as you go. You must enter the variable earnings statement program name in the User's Specific Parameters Profile, field 2 (e.g. SRB$OPSEXE:PRPY0S).

When entering the parameters for the earnings statements the line number in the profile should be the line you want the output on (e.g., needs output on line 9, use line 9 in the profile).Your print masks do not need to account for the minus (-) sign. The minus sign floats on the left side of each amount where required.

Print masks and line numbers operate differently between the Cheque and Earnings statement programs.

Line #

• Enter the line number to be created or changed.

Line Segment

• Enter the segment of the line to be created or changed according to the following options detailed.

M

This is the most common segment for a line. It indicates a main section. Unless the line segment falls under one of the types below, this will be your line segment type. The L and T detailed below are only if you require static information before or after the repeating information on the same line as the repeating line information.

L

This is a leading segment. It is printed before a main segment. The purpose of this type is for printing a repeating line with static data before it. This line segment will be printed exactly on the line specified. This segment will default to a line type of N regardless of the line type of the main segment.

T

This is a trailing segment. It is printed after a main segment. The purpose of this type is for printing a repeating line with static data after it. This line segment will be printed exactly on the line specified. This segment will default to a line type of N regardless of the line type of the main segment.

If you are making changes to a line, the system will bring up the line information. The next prompt will be the column prompt.

S

A Line SEGMENT of 'S' allows the definition of the field names applicable for including an employee's timesheet details on the earning statement. Lines defined for printing of timesheet detail may not contain any other information.

C

A Line SEGMENT of 'C' allows the definition of the maximum line on which timesheet detail may be printed. All remaining timesheet details will be summarized and printed on this line. The definition of a compression line will ensure the timesheet details do not extend the size of the earnings statement beyond the specified line.

'S' & 'C' line types are for reporting timesheet details on the earning statement.  Details and examples are included below.

If you are making changes to a line, the system will bring up the line information. The next prompt will be the column prompt.

Type

• Enter the type of line to be created according to the following options:

N

This is a non-repeating line which will print at the line number specified. You must take care if this type of line is to follow a series of repeating lines. It must be placed so that it is below the lowest possible line of the repeating line.

F

This is a following line. Its intended use is for information which is to be printed directly following a repeating line and whose position will vary with the number of repeating lines elements. A following line may be made up of elements which will repeat.

R

This is a repeating line. It will print elements such as a list of pay codes until that list ends. Only pay code, deduction code, bank code and message text are available for use with this line type. the specific field names are detailed below.

This field will be filled automatically if you are editing an existing line or if the line segment is either 'T' or 'L'. If the line segment is either 'T' or 'L', then the line type will be 'N' and may not be changed. NOTE: To have a blank line between 'F' type lines, you must enter an 'F' type line containing a 'LIT' field which contains a space.

NOTE: The repeating message line must be defined as a Main section and must be the only repeating field on the line. 

NOTE: The benefit repeating codes cannot be defined on the same line as the deduction repeating codes. The benefit repeating codes are a separate list of deductions only containing those deductions that have a share or benefit amount.

Col #

• Enter the column number where the field is to be placed. The column number prompt will allow you to enter a column number up to a maximum of 210. Most printers have a maximum of 132 characters wide.  

Items defined to be printed after the 80^th column will not display on the screen. Items defined to be printed after the 99^th column will not display on the Earnings Statement Parameter report.

Field

This is the prompt for the field name you wish printed at this column position. The field names are verified against a master list and must be on the list.  Use look-up for a list of valid field names.

• Enter 'LIT' to enter a user defined phase.

SIZE

This prompt is only accessed on fields with variable lengths. Enter the length you wish the field to be. This is checked to verify that you have not gone over the maximum length. If you do go over the maximum, you will be re-prompted for the length.

A line with a Line SEGMENT of 'S' allows the definition of the field names applicable for including an employee's timesheet details on the earning statement. Lines defined for printing of timesheet detail may not contain any other information. This special line segment type includes three field names:

TMTLE     allows definition of a header, if applicable.

TMSHT    defines the column where the timesheet information is to be printed. The timesheet detail printed is static and includes the date, pay code description and number of hours/days worked. The timesheet detail is sorted by date and will leave a blank line between weeks. 

TMTOT allows the definition of a total description and indicates the total hours/days are to be printed. The total line will be printed one blank line after the timesheet details has been completed.

These special field names are the only fields that may be defined on a line with the line segment of 'S'. The field name TMSHT is mandatory, the header (TMTLE) and total (TMTOT) are optional.

NOTE: The User Specific Parameters Profile field Timesheet Details on Earning Statement allows for specific pay codes to be selected for inclusion on the earnings statement. When this User Specific Parameter Profile field is empty, all pay codes will be printed; when pay codes are defined in this field, only those pay codes are printed.

The following is an example of the definition of the timesheet details fields:

Line Segment 'S'

Line   SEG   Type  COL  Field  SIZE  Literal

052     S          F      020   TMTLE    24     DETAILS for Days Paid         

052     S          F      022   TMSHT   60

052     S          F      041   TMTOT   15     TOTAL Days Paid

Line Segment 'C' 

A line with a Line Segment of 'C' allows the definition of the maximum line on which timesheet detail may be printed. All remaining timesheet details will be summarized and printed on this line. The definition of a compression line will ensure the timesheet details do not extend the size of the earnings statement beyond the specified line. The compression line will only accept the definition of a Literal Field. The literal description defined on this line will indicate the description to be used for the compressed items.

The following is an example of the definition of a Timesheet Compression Line:

060    C          F      022     LIT       22     Other Time - No Detail

Valid Field NAMES

*PRM##   Enter PRM followed by the applicable PRM user defined field number to have the employee's user defined field value printed on the earning statement.  PRM01 up to PRM40 relates to the employee's PRM User Defined Demographic screen field value. 

*perC and perS, FTE and FTES These fields only apply when field #39= Percentage Employed is active on the User Specific Parameter Profile. Function lines with a pay type of Hourly, Part-time or Lump sum are not applicable and will display as a blank.

*SEQNO This field prints an incrementing number starting at 1 that can be used to represent page numbers. This can be used to identify which pages of the Earnings Statement you want to reprint in the event the printer jams part way through a print job. Refer to Print Earnings Statements for details on restarting a print of the Earnings Statements.

*BVAL Will print either the storage bank hours or bank amount depending on the first character entered on the transaction field on the storage bank table. If the transactions are defined as EH or E then earnings will be printed.

When the transactions are defined as HE or H then the bank hours will be printed. Note that changing a storage bank table value requires that the Earnings Summary and Payroll Processing phases must both be rerun.

*BUsed     Will print '(Used ###,###.##)' where the value is the employee's total current withdrawals (WD) and Withdrawal Adjustments (WJ) of hours or earnings. The withdrawal adjustments included are since the last pay statement. If the transactions are defined as EH or E then earnings will be printed. When the transactions are defined as HE or H then the bank hours will be printed.  A field on the Storage Bank table controls which bank tables will print the Used. Nothing will print when no withdrawals were made for the pay period.

*VDESC    use this code word instead of 'DDESC' to print the deduction code descriptions. When VDESC is used the deduction table description used instead of the deduction code description when a vendor number has been defined on the deduction table database.

*MESSG    this field Must be set to a line segment of MAIN and type 'repeating'. 

*EIYTD   is a replacement for SHYTD and EITD is a replacement for SHTD. These EI Rebate specific codes allow for reporting of the EI Rebate under the employer share when the EI Rebate is paid out each pay period. The employer portion of the EI Rebate is cleared each time the EI Rebate is paid out making reporting ineffective. These special codes will add the employee's year to date EI Rebate amount (multiplied by 1 as the value is negative) to the employer portion for reporting of the full EI Rebate per year.

The following field names Only apply when multiple bank accounts are being used. Refer to the employee's Pay screen under Employee Additions for more information.