The Salary Grid Increment by Storage Bank program provides a salary grid increment process based on a storage bank table balance. This process will update the function line salary grids by stepping up one grid level. A salary grid is incremented by adding one to a user defined position within the salary grid.
Increment and Accrual storage banks (only) contain the fields Increment Hours Level and Increment EARNS Level. The value of these fields defines the required balance of the corresponding field on the employee's storage bank. When an employee has the required storage bank balance, the employee's salary grid will be incremented, and the storage bank will automatically be decreased by the amount of the Level field. You can also select to clear the bank balance.
NOTE: If the storage bank table transaction type is set for both Hours and Earnings, the employee's storage bank MUST meet both criteria to receive a salary grid increment.
The adjustment to the employee's storage bank is generated using a transaction type of 'AI' with a reason of "Gridin TE0101-TE0102" (previously Grid Increment), where the entry shows the employee's old and new salary grid code. This transaction type will be listed under Storage Bank Inquiries as a "inC TE0101-TE0102" and older entries as Grid Increment. This process offers an option to omit employees that have already received a "AI" grid increment entry with the applicable reason within a selected range of pay periods. This feature may be used to ensure an employee can only receive one increment per year. A summary report at the end of the increment report will detail all employees bypassed.
Employees cannot be incremented to a salary grid that does not exist within the payroll salary grid database. Employees that do not have the storage bank will be omitted from both processing and reporting.
Function lines that contain an Override Salary Grid will be omitted from processing. The Override Salary Grids are defined on field 44 of the User Specific Parameters Profile.
To update the rate and/or hours on the function line based on the new salary grid value you MUST run the Salary Grid/Payroll Update (3,2,7) once this process is completed.
When the Process atrieveHR Salary Grid Updates field of the Users Specific Parameters Profile is active this process will also update the Human Resources Demographic and Assignment salary grids when applicable. The atrieveHR Demographic grid is only changed and a new atrieveHR Assignment is only created when there is a different in the salary grids. When this feature is used a second report #####P.LST is generated detailing the Human Resources changes and/or errors.
This process includes the option to maintain multiple sets of stored prompts.
Name the prompt sets by defining a title up to 10 characters, with a 30-character description.
On the first prompt click the Report Defaults icon to select an existing set of prompt values. You can delete prompt sets or change the description from the Report Default icon.
NOTE: This job will run only in batch.
Enter Grid Increment Start Position
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Enter a number from 1 to 6 to accept the default of the fifth position. This digit represents the starting position within the salary grid code to be incremented. The section of the salary grid defined for increment must be numeric.
Enter Grid Increment End Position
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Enter a number from 1 to 6 to accept the default of the 6th position. This digit represents the ending position within the salary grid code to be incremented.
Enter Increment Storage Bank Code
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Enter an Increment or Accrual storage bank code. The Increment Hours Level and/or Increment Earns Level from this storage bank table will define the required balance an employee's storage bank must have in order to receive a salary grid increment. Employees that do not currently have this storage bank will be omitted from processing and reporting.
Enter as of Balance Pay Period
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Enter the pay period use to determine the available storage bank balance.
Enter Storage Bank Adjustment Pay Period
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Enter the pay period where the storage bank reduction entry should be generated. Storage bank adjustments can be made to the Current Pay Period as listed in the OPS Master Profile, however storage bank adjustments cannot be made using future pay periods. Note: if the Storage Bank Adjustment Pay Period is Older then 6 Months a warning pop-up indicating "Warning: Storage Bank Adjustment Pay Period is Older than 6 Months" will appear.
Omit When Increment Has Already Been Given
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Enter 'N' when there are no limitations on how often an employee may receive an increment.
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Enter 'Y' to bypass an eligible employee that has already received an increment for a given range of periods.
When Omit Increment Has Already Been Taken Was Selected:
Start Period for Increment Verification
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Enter the starting pay period for a range of pay periods to verify when an increment has already been taken. The process will review the storage bank history for the defined storage bank and omit the employee when a 'Grid Increment' bank transaction type AI is found.
By default, the initial period start range will be plus one period less a year from the Adjustment period.
End Period for Increment Verification
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Enter the ending period for a range of pay periods to verify when an increment has already been taken.
Reverse Level Value, Zero Bank or Conditional
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Enter 'R' when the storage bank balance is to be reduced by the increment level value.
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Enter 'Z' when the storage bank balance is to be zeroed out.
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Enter 'C' when it is conditional if the storage bank is to be zeroed out or reduced by the increment amount. This feature allows you to enter a cut off value. When the individual employee's storage bank balance is less than the cut off amount, the employee storage bank will be reduced by the value of the increment requirement. When the employee's storage bank balance is greater than or equal to the cut off amount the employee's storage bank balance will be zeroed out.
When 'C'onditional was Selected:
Enter Conditional Cut-off Value
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Enter the conditional cut-off value.
Report All or Selected Employees
When Employee Selection by 'R'ange was selected:
Range of Employees by Employee Name or Number
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Enter 'N' to enter a range of employees based on employee names.
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Enter 'E' to enter a range of employees based on employee numbers.
When a Range of employee names was selected:
Name of First Employee -
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Enter some or all an employee name to define the beginning of the employee range to be selected.
Name of Last Employee
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Enter some or all an employee name to define the ending of the employee range to be selected.
Employees with name matches the number of characters entered are selected.
Report Employees Terminated/On Leave/ Both
Sort Employees by Employee Number or Name
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Enter 'N' to sort the report based on employee names.
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Enter 'E' to sort the report based on employee numbers.
Omit Reporting Step Unavailable
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Enter 'N' to include the reporting of all function lines which do not have a higher step available for the existing salary grid. This would include any salary grids which represent the maximum step within a salary grid level.
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Enter 'Y' to omit the reporting of function lines which do not have a higher step available for the existing salary grid.
Omit Reporting Non-Numeric Increments
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Enter 'N' to include the reporting of all function lines where the increment position of the salary grid is not numeric. Salary grids with non-numeric values in the increment position will not be incremented.
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Enter 'Y' to omit the reporting of function lines where the increment position of the salary grid is a non-numeric value.
Report Only or Process Increment
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Enter 'R' to only produce a report.
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Enter 'P' to produce a report as well as process the salary grid increments and storage bank reduction.
When 'P'ROCESS atrieveHR Salary Grid Updates is Active the Following Prompts Apply:
When atrieveHR Salary Grid Updates is Set to 'P'ROMPT:
Process atrieveHR Salary Grid Updates
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Enter 'Y' when the atrieveHR Demographic and Assignment salary grids should be updated. You will be prompted for the Effective Date of atrieveHR Assignments.
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Enter 'N' when the salary grid changes should not be applied to the atrieveHR Demographic and Assignment salary grids. The Effective Date of atrieveHR Assignments prompt will be omitted.
Enter Effective Date of Human Resources Assignment
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Enter a valid date to be used as the effective date on Human Resources Assignment salary grid changes.
The report prints the following:
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Employee number, name and status
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The storage bank table code
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The original storage bank balance as per the specified pay period
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The amount of the storage bank adjustment (required balance for increment)
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The remaining storage bank balance as per the specified pay period
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The function line number
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The original salary grid code
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The new salary grid code or message
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Total of storage bank columns
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Total number of employees printed, and total number of employees adjusted
Summary report prints with omit when increment has already been given:
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Employee number, name
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Pay period of increment
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Original storage bank balance
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Total number of employees bypassed