The TOCS SENIORITY STORAGE BANK RECALCULATION process can be used to calculate or recalculate the storage bank seniority for TOCS. This process requires an accrual storage bank be defined and attached to the applicable employees. The seniority storage bank would be defined to accumulate 100% of the hours (days) from just the pay codes applicable to the TOCS scale rate, the regular, top-up and scale rate pay codes. This process identifies the actual dates within a pay period where the employee worked at scale from the timesheet entries. These eligible dates may be paid on the scale pay code or with the combined regular and TOC top up pay codes. The storage bank per period is then calculated based on the days available for the eligible dates. The storage bank is details per period are adjusted based on the recalculation and the employee’s master bank balance being update as well.
The storage bank table code used for this process may be suspended (bank cycle = *) to omit this bank from being processed by the payroll stream. This process will ignore the global suspended cycle while at the same time still obeying the employee’s specific bank cycle settings.
An option is also available to update a selected PRM User Defined field setup for the recording of TOCS Seniority. This would need to be setup in advance under the PRM system. The PRM TOCS Seniority field is refreshed with the employee’s final storage bank balance at the end of the recalculation process. A feature also allows you to convert the employee’s final storage bank balance before applying the bank balance to the PRM TOC Seniority field. This feature could be used, for example, to convert the bank balance from days to year.
This option must be set up on the Custom User Reports Profile on the payroll you want to run from. For example you would enter:
'TOCS SENIORITY BANK RECALCULATION/SRB$OPSEXE:PRBKØA'
You would then run the defined menu item from the Custom User Reports Menu.
Enter TOCS Seniority Accrual Storage Bank
Enter the accrual storage bank for recalculation. This storage bank must calculate on Hours.
Enter Scale Rate Pay Codes for Timesheet Selection
Enter pay codes to be used to accumulate the timesheet date that represents TOC at scale rate pay.
Enter Non-Scale Pay Codes for Timesheet Selection
Enter pay codes to be used to accumulate the timesheets that represents regular TOC entries.
Enter Top-Up Pay Codes for Timesheet Selection
Enter pay codes to be used to accumulate the timesheets that represents the TOC top-up to scale entries.
Enter Starting Pay Period [YYYYPP]
Enter the starting pay period for a range of pay period to recalculate the storage bank balance.
Enter Ending Pay Period [YYYYPP]
Enter the last period to be used for the period range.
Enter Starting Timesheet Date Range [YYYYMMDD]
Enter when no date restriction is required.
Enter the starting date for a date limit. Timesheet entries prior to this date will be omitted from processing.
Enter Ending Timesheet Date Range [YYYYMMDD]
Enter when no date restriction is required.
Enter the ending timesheet date for a date limit. Timesheet entries later than this date will be omitted from processing.
Report All or Selected Employees [A/S]
Report Only or Process [R/P]
Enter 'R' or Enter to produce the report without updating the storage bank or HR User defined field, when applicable.
Enter 'P' to produce the report and update the storage bank details and update the HR User defined field when applicable.
When the HR system is being used:
Update HR TOCS Seniority Field [Y/N]
Enter ‘Y’ to update the applicable PRM User Defined field with the TOC employees final storage bank balance.
Enter ‘N’ when no PRM update is required.
If yes to PRM Update was selected:
Enter PRM field number used for TOCS Seniority [1-40]
Use the lookup for a list of valid HR fields.
Enter the applicable HR User Defined field that represents the TOCS Seniority.
Convert TOCS Bank Balance for HR Update [Y/N]
Enter ‘N” when the no conversion to the employee’s storage bank balance is required.
Enter ‘Y’ when the employee’s storage bank balance should be adjusted before being applied to the PRM TOCS Seniority field.
When yes to convert bank balance was selected:
Enter TOCS seniority Conversion Factor Value [#####]
Enter the number to be used in converting the employee’s storage bank balance. The employee’s storage bank balance after processing will be divided by this factor before the value is applied to the HR TOC Seniority field.
A report lists the following:
The employee number and name
Pay period
Storage bank and table code
Number of dates selected at scale for period
Number of timesheets hours or units applicable for period
Current accrual bank hours
Recalculated accrual bank hours
Adjusted accrual bank hours
HR field update value, when applicable
Total number of employees updated.
Total day count
Total timesheet hours or units
Total bank transactions.