| Table of Contents |
|---|
...
| Table of Contents |
|---|
| Note |
|---|
Please contact your ITC for complete instructions before using this Checklist |
...
Mid-Year Contract change using New Contract Maintenance
Mid-Contract No Retro-New Contract Maintenance
1._____Go to Processing>New Contracts>New Contract Maintenance and click on Copy
...
7._____To mass activate several contracts, filter the grid for only those contracts you wish to activate, click the 'select all' check and click activate.
NOTE: When the new contract is activated, on the old compensation record, the system will automatically enter a compensation stop date equaling one day less than the new compensation start date.
8.____ For EMIS reporting, the following steps need to be completed
...
- employee.number
- number
- customFields.contractAmount.value
- customFields.contractWorkDays.value
- customFields.hoursInTheDay.value
Mid-Contract With Retro Spread Over Remaining Pays-New Contract Maintenance
1._____Go to Processing>New Contracts>New Contract Maintenance and click on Copy
...
3._____Enter a Raise date. The Raise date should reflect when the rate increase took effect. The Days Since Raise field will be automatically populated, utilizing the raise date, when the Calculate button is clicked.
4._____Add the mid year contract change amount in the Contract Amount field. This is the full "new" amount of the contract (contract obligation will be calculated by the system.)
...
8._____To mass activate several contracts, filter the grid for only those contracts you wish to activate, click the 'select all' check and click activate.
NOTE: When the new contract is activated, on the old compensation record, the system will automatically enter a compensation stop date equaling one day less than the new compensation start date.
9.____ For EMIS reporting, the following steps need to be completed
...
- employee.number
- number
- customFields.contractAmount.value
- customFields.contractWorkDays.value
- customFields.hoursInTheDay.value
Mid-Contract With Lump Sum Retro-New Contract Maintenance
1._____Go to Processing>New Contracts>New Contract Maintenance and click on Copy
...
3._____Enter a Raise date. The Raise date should reflect when the rate increase took effect. The Days Since Raise field will be automatically populated, utilizing the raise date, when the Calculate button is clicked.
4._____Add the mid year contract change amount in the Contract Amount field. This is the full "new" amount of the contract (contract obligation will be calculated by the system.)
...
8._____To mass activate several contracts, filter the grid for only those contracts you wish to activate, click the 'select all' check and click activate.
NOTE: When the new contract is activated, on the old compensation record, the system will automatically enter a compensation stop date equaling one day less than the new compensation start date.
9.____ For EMIS reporting, the following steps need to be completed
...
Mid-Year Contract change using Mass Copy Compensations
Mid-Contract With No Retro-Mass Copy Compensations
1._____Go to Processing>New Contracts>Mass Copy Compensations
...
15._____To mass activate several contracts, filter the grid for only those contracts you wish to activate, click the 'select all' check and click activate.
NOTE: When the new contract is activated, on the old compensation record, the system will automatically enter a compensation stop date equaling one day less than the new compensation start date.
16.____ For EMIS reporting, the following steps need to be completed
...
- employee.number
- number
- customFields.contractAmount.value
- customFields.contractWorkDays.value
- customFields.hoursInTheDay.value
Mid-Contract With Retro Spread Over Remaining Pays-Mass Copy Compensations
1._____Go to Processing>New Contracts>Mass Copy Compensations
...
11._____Enter a Raise date. The Raise date should reflect when the rate increase took effect. The Days Since Raise field will be automatically populated, utilizing the raise date, when the Calculate button is clicked.
12._____Add the mid year contract change amount in the Contract Amount field. This is the full "new" amount of the contract (contract obligation will be calculated by the system.)
...
16._____To mass activate several contracts, filter the grid for only those contracts you wish to activate, click the 'select all' check and click activate.
NOTE: When the new contract is activated, on the old compensation record, the system will automatically enter a compensation stop date equaling one day less than the new compensation start date.
17.____ For EMIS reporting, the following steps need to be completed
...
- employee.number
- number
- customFields.contractAmount.value
- customFields.contractWorkDays.value
- customFields.hoursInTheDay.value
Mid-Contract With Lump Sum Retro-Mass Copy Compensations
1._____Go to Processing>New Contracts>Mass Copy Compensations
...
11._____Enter a Raise date. The Raise date should reflect when the rate increase took effect. The Days Since Raise field will be automatically populated, utilizing the raise date, when the Calculate button is clicked.
12._____Add the mid year contract change amount in the Contract Amount field. This is the full "new" amount of the contract (contract obligation will be calculated by the system.)
...
16._____To mass activate several contracts, filter the grid for only those contracts you wish to activate, click the 'select all' check and click activate.
NOTE: When the new contract is activated, on the old compensation record, the system will automatically enter a compensation stop date equaling one day less than the new compensation start date.
17.____ For EMIS reporting, the following steps need to be completed
...
Mid-Year Contract Change- Import New Contracts
1 _____Create a csv file with CSV file containing the new contract information using the following headers and associated data populated:
- contractType
...
- employeeId
...
- jobNo
...
- compensationLabel (Label is only required if the employee has more then one Compensation for a Position
...
- payGroup
...
- contractAmount
...
- contractStartDate
...
- contactStopDate
...
- lastName
...
- firstName
...
- raiseDate (if applicable)
...
2._____Go toProcessing/Processing>New Contracts>Import New Contracts /Import New Contractstab
3._____Click on the 
box 'Choose File' and locate your csv CSV file
4._____If a contract start date is on included in the csv CSV file no , the Contact Start Date field can be left blank. If the contract start date is not included in the CSV file, you will need to be entered in enter a Contract Start Date.
5._____Click 
Import
6._____Go to Reports click on New Contract Report. Verify Reports>New Contract report to verify the mid year contract data is accurate or a Report can be created from the grid in New Contract. Select the fields desired from the 
button. The grid can be filtered for specific contracts specifying the pay group code if desired. Then click on the 
button..
7._____To activate one record click the 
next the contract, check the box click the next to the contract and then click 
click Activate.
8._____To mass activate several contracts. Filter the contracts using , filter the grid bringing up for only those contracts you wish to activate. Click the 
under the word Copy. All contracts should then be checked. Click *NOTE* The contract obligation field will reflect "what is yet to be paid", not including what was paid on the old compensation. The Days Since Raise field will be automatically populated, utilizing the raise date, when the data is imported..
The "new compensation" record only represents the contract from the contract change forward (for mid-year contract changes) - so the days in contract will be reduced by the days worked on the old contract.*NOTE* When the new contract is activated it will automatically enter a Compensation Stop Date on the old compensation record., click the 'select all' check and click activate.
NOTE: When the new contract is activated, on the old compensation record, the system will automatically enter a compensation stop date equaling one day less than the new compensation start date.
9.____ For EMIS reporting, the following steps need to be completed
- Archive or uncheck 'Report to EMIS' on the old compensation. Mass Change or Mass Load can be used to update the 'Report to EMIS' field to 'false'
- On the Position record, in the 'EMIS Related Information' section, update the Contract Amount. Contract Work Days, Hours In The Day and Full Time Equivalence to reflect the the original contract plus mid year contract values.
NOTE: Mass Load can also be used to add these values on the position record. Listed below are the required column headings:
- employee.number
- number
- customFields.contractAmount.value
- customFields.contractWorkDays.value
- customFields.hoursInTheDay.value
Mid-Year Contract Change Calculations
- New Compensation Pays in Contract
...
- = Old Compensation Pays in Contract
...
- - Old Compensation Pays Paid
- Amount to be Earned
...
- = [(
...
- Old Compensation Contract Work Days
...
- - Old Compensation Contract Days Worked)
...
- x New Compensation Daily Rate
...
- ]
- Retro Amount
...
- = (New Compensation Daily Rate
...
- - Old Compensation Daily Rate)
...
- x Days Since Raise
- New Compensation Amount Earned
...
- = Old Compensation Accrued Wages
- New Compensation Contract Obligation
...
- = Amount to be Earned
...
- + Old Compensation Accrued Wages
...
If doing Retro Spread Over Remaining Pays:
...