Atrieve Payroll

HRIS Employee Code Loading Process

The HRIS Employee Code Loading Process gives you a means of loading both the Employee Class codes and Employee Plan codes onto the applicable employees per payroll. The Employee Class Codes and Employee Plan codes would first be defined under the HRIS Codes Database Maintenance option.

Select Benefit Type 

Select 'O' to load OTIP codes.

Select 'T' to load One-Trust codes.

Load Employee Class Or Employee Plan Code

Select 'C' or <ENTER> to load an Employee Class code for the selected employees.

Select 'P' or <ENTER> to load an Employee Plan code for the selected employees.

When loading an employee Class code was selected:

Employee Class Code

Enter the Employee Class code to be loaded.  Select the lookup for a list of valid Employee Class codes.

Click <ENTER> without defining a Employee Class code to load will clear or remove the Employee Class code from the selected employees.

Enter ‘N/A’ to load the Class code to omit employees for the selected employees.

When Loading an Employee Plan Code was selected:

Employee Plan Code

Enter the Employee Plan code to be loaded.  Select the lookup for a list valid Employee Plan codes.

<ENTER> without defining an Employee Plan code to load will clear or remove the Employee Plan code from the selected employees.

Omit Reporting Unchanged Employees

Enter 'Y' to omit reporting employees that will not be changed.

Enter 'N' to include those selected employees that already have the code to be loaded.

Omit Employees That Already Have A Code

Enter 'Y' to omit employees that have a code, even when the employee's code is not the same as the code to be loaded. 

Enter 'N' to include those selected employees that already have a code. This option will allow you to change a selected group of employee's codes.

When loading Employee Class and Omit Employees with code is no:

Omit Employees With Class Code Set To ‘N/A’  

Enter ‘Y’ to omit changing those selected employees with a Class code of N/A.

Enter ‘N’ to change the employee’s Plan code when the employee’s current Class code is set to the override N/A.  This change to the employee’s Class code will activate the HRIS for this employee.

Select Employees By Code             

EMPLOYEE NUMBER EM                   

COST CENTER CS

SALARY GRID GR                 

OCCUPATION CODE OC

PAY CYCLE CODE CY                   

EMPLOYEE TYPE ET

PAY TYPE PT                   

SHIFT CODE SC

PAY CODE PC             

BASE HOURS HR


Enter a 2 character code to define the field to use for employee selection. Selection is based on the master function line.

Enter 'EM' or to select employees based on employee number.

When Employee Selection is by Employee Number:

Report All Or Selected Employee    

When employee selection is based on any field other than employee number, you are prompted to enter one or more of that code or value. You may enter valid codes or any combination using the wild card '?'. The list of values entered will determine if an employee is selected based on the values from the master function line.  Select the Clear Icon to remove the selected codes.

When Employee Selection is by Base Hours:

Select By Total Hours Less Than Or Greater Than   

Enter Value That Totals Hours Must Be Less Than [####.##]

Enter Value That Total Hours Must Equal Or Exceed [####.##]

Selection by Base Hours allows you to select employees based on the total number of hours on the employee’s combined active function lines.  You defined if you want to select employees with less than or greater than the hours entered.  The greater than selection will check for greater than or equal to the hours entered. You then enter the hours value to be used as the comparison.

Enter Deduction Codes For Employee Selection 

Click enter when selection by employee deduction is not required.

Enter one to 25 deductions to be used for employee selection. When a deduction list is entered, only those employees that have at least one of the deductions will be selected.

Select Active / Terminated / On Leave / On Leave & Bens / Full Employees 

The employee selection by employee status allows you to select one or more employee status's to be included.

Enter 'A' or to select only active employees.

Enter 'T' to select Terminated employees.

Enter 'L' to select On Leave employees.

Enter 'B' to select On Leave With Benefits employees.

Enter 'F' to select all employees.

Exclude Terminated Employees Prior To Date  

Enter a date to defined when Terminated employees should be omitted.

Sort Report By Employee Number Or Name

Enter 'E' to generate the report in employee number sequence.

Enter 'N' to generate the report in employee name sequence.

Report Only Or Process

Enter 'R' or <ENTER> to generate a report only. The selected employees will not be updated.

Enter 'P' to update the selected employees.

The report lists the following:

Employee number and name

Deduction code used for employee selection, when applicable

Selection code when other than employee number

Employee existing Class or Plan code

New Class or Plan code

Employee status

Total number of employees reported

Total number of employees changed