Ideal Online Documentation

31197 P/R MAINTENANCE
PR4-14 Union/Group Maintenance

 

PURPOSE

 

The union/group maintenance program allows you to define and modify different groups of employees, ie salaried, hourly, etc. You may define different groups whose members share the same earnings and deductions. Vacation pay amounts and ranges are also defined in the union/group maintenance program.

 

Union/Group Maintenance is accessed from:

  • Payroll Super User menu.

 

PROCEDURE

 

Select Union/Group Maintenance from the Payroll Super User menu. The union/group maintenance screen displays.

 

PAYROLL GROUP MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul13/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                           PAYROLL GROUP MAINTENANCE                            â”‚
│────────────────────────────────────────────────────────────────────────────────│
│     GROUP CODE                         _____                                   â”‚
│                                                                                â”‚
│   1 GROUP NAME                                                                 â”‚
│   2 VACATION PAY LIABILITY                                                     â”‚
│   3 VACATION PAY TYPE                                                          â”‚
│   4 SPLIT OVERTIME APPLIES (Y/N)                                               â”‚
│   5 SHOW UNION DUES ON T4'S (Y/N)                                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
GROUP CODE

 

Enter the group code you wish to add, modify or delete.

 

To add a new code see ADD A CODE. To modify or delete an existing code see MODIFY AN EXISTING CODE.

 

 

[F2] to scan through existing codes.

 

[F4] to exit to menu.

 

[F5] to display list of group codes for selection.

 


ADD A CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (ENTER=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

MODIFY AN EXISTING CODE

 

When you enter a code which is already on file the system displays the data related to that code and prompts whether or not you wish to modify or delete the code.

 

Example Payroll Group Maintenance Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul13/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                           PAYROLL GROUP MAINTENANCE                            â”‚
│────────────────────────────────────────────────────────────────────────────────│
│     GROUP CODE                         GEN                                     â”‚
│                                                                                â”‚
│   1 GROUP NAME                         GENERAL EMPLOYEE GROUP                  â”‚
│   2 VACATION PAY LIABILITY             E                                       â”‚
│   3 VACATION PAY TYPE                  %                                       â”‚
│   4 SPLIT OVERTIME APPLIES (Y/N)       N                                       â”‚
│   5 SHOW UNION DUES ON T4'S (Y/N)      N                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** ENTER LINE # TO MODIFY, D=DELETE, F7=VACATION PAY RATES, ENTER=CONTINUE: _   â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER LINE # TO MODIFY, D=DELETE, F7=VACATION PAY RATES, ENTER=CONTINUE:

 

Enter the line number of the field wish to modify.

 

[Enter] to clear the display and return to GROUP CODE field.

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

The cursor is positioned in the GROUP field.

 

 

[F7] See PROCEDURE - VACATION PAY RATES MAINTENANCE.

 

 

FIELDS

 

GROUP NAME

 

Enter a descriptive name for the code.

 

You may enter up to 35 alpha/numeric characters.

 

 

VACATION PAY LIABILITY

 

This field defines how vacation pay will be paid.

 

 

"U" to withhold to union.

 

"E" to withhold for later release to employee.

 

"R" to release to employee each pay period.

 

"H" to withhold 1/2 each pay and release 1/2.

 

[F3] to return to the previous field.

 

VACATION PAY TYPE

 

The system recognizes the following vacation pay types.

 

 

'%' for a percentage of pay.

 

"H" for hours per year.

 

"N" for no vacation pay.

 

[F3] to return to the previous field.

 

SPLIT OVERTIME APPLIES (Y/N)

 

"Y" for split overtime sometimes applies.

 

"N" for split overtime never applies.

 

[F3] to return to the previous field.

 

SHOW UNION DUES ON T4'S (Y/N)

 

"Y" to show union dues on T4's.

 

"N" to not show union dues on T4's.

 

[F3] to return to the previous field.


** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update the new code and/or data fields.

 

You are taken to the vacation pay rates maintenance screen.

 

 

[F2] to make additional modifications.

 

[F4] to cancel all modifications and return to the menu.

 

 

PROCEDURE - VACATION PAY RATES MAINTENANCE

 

PAYROLL EMPLOYEE GROUP VACATION PAY RATES DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│                           PAYROLL GROUP MAINTENANCE                            â”‚
│────────────────────────────────────────────────────────────────────────────────│
│TEST EMPLOYEE GROUP VACATION PAY RATES                                          â”‚
│                                                                                â”‚
│    YEARS EMPLOYED                          YEARS EMPLOYED                      â”‚
│    FROM       TO     % OF PAY              FROM       TO     % OF PAY          â”‚
│      0        __                                                               â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│YEAR UPPER LIMIT - END WITH 99                                                  â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

TO

 

Enter the ending year of the first range.

 

Enter "99" if there is only one range.

 

 

% OF PAY

 

Enter the applicable percentage for the first range.

 

HOURS PER YEAR

 

Enter the total number of hours.

 

If you selected HOURS PER YEAR rather than % as the VACATION PAY TYPE, you will be prompted here to enter the total hours rather than a percentage of pay. You may define as many ranges as you like. The last range must end at "99". When you have completed entering all desired ranges, the following prompt is displayed.

 

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY:

 

[Enter] to update the vacation pay schedule.

 

If you are adding a new union/group code you are taken to the earnings/deductions/benefits maintenance screen.

 

 

[F2] to modify the ranges and/or percentages.