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Note

Please contact your ITC for complete instructions before using this Checklist

Info

After completing the Mid Year Contract changes, in order for EMIS collection to be correct, a few steps need to be taken

  • Archive or uncheck 'Report to EMIS' on old Compensation.  Mass Change or Mass Load can be used to update to 'False'
  • Using the Position 'EMIS Related Information', enter the correct NEW Contract Amount and Work Days.  If Hours in Day changed, this may need to be updated also.
  • Mass Load can be used to add the 'EMIS Related Information' on the employee's Position

    employee.number

    number

    customFields.contractAmount.value

    customFields.contractWorkDays.value

    customFields.hoursInTheDay.value


    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

    ...

    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

    ...