...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
| Table of Contents |
|---|
| Note |
|---|
Please contact your ITC for complete instructions before using this Checklist |
...
| 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
...
3._____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.)
NOTE: Upon activation-the pays paid for the mid year contract change will be the number of pays paid from the old compensation and pays in contract will be the initial number of pays from the old compensation.
...
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
...
go to the Position record and verify the information in the EMIS Related Information>Contract Amount, Contract Work Days, Hours In The Day, and Full Time Equivalence
...
fields is still accurate. If not, update any fields to the appropriate value.
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-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.)
NOTE: Upon activation-the pays paid for the mid year contract change will be the number of pays paid from the old compensation and pays in contract will be the initial number of pays from the old compensation.
...
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
...
go to the Position record and verify the information in the EMIS Related Information>Contract Amount, Contract Work Days, Hours In The Day, and Full Time Equivalence
...
fields is still accurate. If not, update any fields to the appropriate value.
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-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.)
NOTE: Upon activation-the pays paid for the mid year contract change will be the number of pays paid from the old compensation and pays in contract will be the initial number of pays from the old compensation.
...
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
...
the new compensation start date.
9.____ For EMIS reporting, go to the Position record and verify the information in the EMIS Related Information>Contract Amount, Contract Work Days, Hours In The Day, and Full Time Equivalence
...
fields is still accurate. If not, update any fields to the appropriate value.
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 Using Mass Copy Compensations
Mid-Contract With No Retro-Mass Copy Compensations
1._____Go to Processing>New Contracts>Mass Copy Compensations
...
10._____Change the type to 'Mid-contract with no retro'.
11._____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.)
NOTE: Upon activation-the pays paid for the mid year contract change will be the number of pays paid from the old compensation and pays in contract will be the initial number of pays from the old compensation.
...
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
...
go to the Position record and verify the information in the EMIS Related Information>Contract Amount, Contract Work Days, Hours In The Day
...
, and Full Time Equivalence fields is still accurate. If not, update any fields to the appropriate value.
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-Contract With Retro Spread Over Remaining Pays-Mass Copy Compensations
1._____Go to Processing>New Contracts>Mass Copy Compensations
...
10._____Change the type to 'Mid-contract with retro spread over remaining pays'.
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.)
NOTE: Upon activation-the pays paid for the mid year contract change will be the number of pays paid from the old compensation and pays in contract will be the initial number of pays from the old compensation.
...
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
...
go to the Position record and verify the information in the EMIS Related Information>Contract Amount, Contract Work Days, Hours In The Day, and Full Time Equivalence
...
fields is still accurate. If not, update any fields to the appropriate value.
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-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.)
NOTE: Upon activation-the pays paid for the mid year contract change will be the number of pays paid from the old compensation and pays in contract will be the initial number of pays from the old compensation.
...
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
...
go to the Position record and verify the information in the EMIS Related Information>Contract Amount, Contract Work Days, Hours In The Day, and Full Time Equivalence
...
fields is still accurate. If not, update any fields to the appropriate value.
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 Using Import
...
1 _____Create a CSV file containing the new contract information using the following headers:
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>New Contracts>Import New Contracts tab
...
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
...
compensation start date.
9.____ For EMIS reporting, go to the Position record and verify the information in the EMIS Related Information>Contract Amount, Contract Work Days, Hours In The Day, and Full Time Equivalence
...
fields is still accurate. If not, update any fields to the appropriate value.
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:
Add Retro Amount to New Compensation Amount Earned
Add Retro Amount to New Compensation Contract Obligation
If doing Retro Lump Sum:
If Contract is Stretch Pay:
New Pay Per Period equals New Compensation Contract Amount divided by Old Compensation Pays in Contract
Pay Per Period Difference equals New Pay Per Period minus Old Compensation Pay Per Period
...
Multiplier equals 10 for Biweekly and 11 for Semi-monthly
Lump Sum Retro equals Pay Per Period Difference times (Days Since Raise divided by Multiplier)
Accrued Retro equals Retro Amount minus Lump Sum Retro
Add Accrued Retro to New Compensation Amount Earned
New Compensation Retro Next Pay equals Lump Sum Retro
If Contract is NOT Stretch Pay:
New Compensation Retro Next Pay equals Retro Amount
...