QCC Human Resources Master Files Manual

Transcription

1 Quintessential School Systems QCC Human Resources Master Files Manual Quintessential School Systems (QSS), 2010 All Rights Reserved 867 American Street, 5Seconf Floor --- San Carlos, CA Voice 650/ Fax 650/ Published: 01/10

2

3 Copyright Notice Copyright Quintessential School Systems, 2010 This document contains proprietary information which is protected by copyright. All rights are reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system or translated into any language or computer language, in any form or by any means, electronic, mechanical, optical, chemical, manual or otherwise without the prior written approval of Quintessential School Systems (QSS). The information contained in this document is subject to change without notice. QUINTESSENTIAL SCHOOL SYSTEMS MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. Quintessential School Systems shall not be liable for errors contained herein or resulting from the use of this material. QSS/OASIS, STUDENT/3000, and SCHOOL/3000 are registered trademarks of Quintessential School Systems. The samples of reports, windows, and dialog boxes in this document are provided to illustrate the operation of the software at a typical site. All names and addresses are fictitious. The actual windows, dialog boxes, and reports at your site may vary from the samples in this documentation.

4

5 Contents List of Figures List of Tables Chapter 1: Introduction Chapter Contents Manual Overview Chapter 1: Introduction Chapter 2: HR Code Maintenance Window Chapter 3: HR Code Maintenance 2 Window Chapter 4: Maintaining Master Files Appendix A: Common Elements in QCC Windows Appendix B: QSSInstaPrint Window Relation to Other Manuals Objectives How to Use this Manual Locating Master Files Detailed Instructions for Master File Window Audience and Knowledge Assumed Related Documentation Help Files for QCC Viewing Help Files from QCC QSS ControlCenter Guide Printing Reports with Print Manager Additional Resources for System Administrators Gaining Access to Help Files System Security and Session Administration for QCC Module, Task, and User Security for QCC Chapter 2: HR Code Maintenance Window Chapter Contents Description of the HR Code Maintenance Window Title Bar Menu Bar and Toolbar File Menu View Menu Options Menu and Toolbar Help Menu Message Bar Tree View Purpose Expanding and Collapsing Folders Displaying a Master File in the Grid Access Levels and Types of Master Files continued on next page /10 Copyright QSS, 2010 Contents-1

6 Human Resources Master Files Manual Chapter 2: HR Code Maintenance Window - continued Tree View - continued Filter Grid Name of the Grid Contents of the Grid Status Bar Opening the Window Maintaining and Reporting Master File Records Inspecting Records (Inspect Command) Changing and Deleting Records (Change Command) Adding and Importing Records (Add New Command and Add New [No Preload] Command) Launching a Report (Create Report Command) Add/Import Multiple Records Importing Multiple Records Data Formats for Master Files Chapter 3: HR Code Maintenance 2 Window Chapter Contents Description of the HR Code Maintenance 2 Window Title Bar Menu Bar and Toolbar File Menu View Menu Options Menu and Toolbar Help Menu Message Bar Tree View Purpose Expanding and Collapsing Folders Displaying a Master File in the Grid Access Levels and Types of Master Files Filter Grid Name of the Grid Contents of the Grid Status Bar Opening the Window Maintaining and Reporting Tax Tables Inspecting and Changing Tax Tables Adding a New Tax Table Deleting a Tax Table Creating Reports Contents-2 Copyright QSS, /10

7 Contents Chapter 4: Defining Master Files Chapter Contents How to Use This Chapter Master Files in this Chapter Master File Descriptions Overview Sample Table Box Label Column R/O/D Column Required Key Optional Display Contents Column Date Dollar Amount Fiscal Year Fixed Decimal Point Numerals Numeric Code Selected (Yes) or Cleared (No) Selection from Option Buttons Selection from List Text Time Stamp Absence Tracking Master Files Absence Reasons (AR) Master File Leave Groups (LG) Master File General Instructions Leave Buckets Tab Service Years Tab Paystub Mapping Tab Absence Indices (AI) Master File Absence FTE Codes (AF) Master File Absence Tracking Accrual Subfolder Roll Codes (RO) Master File Accrual Rules (AC) Master File Accrual Schedules (AS) Master File Absence Interface Rules (IR) Master File General Instructions Global Site Global Leave Group Site/Leave Group Rules Personnel Master Files District Master (DP) Master File Locations (LOC) Master File Location Org Levels Fields (LO) Master File Bargaining Units (BU) Master File continued on next page /10 Copyright QSS, 2010 Contents-3

8 Human Resources Master Files Manual Chapter 4: Defining Master Files - continued Personnel Master Files - continued Board Dates (BD) Master File Certificate Level (CL) Master File Certificate Type (CT) Master File Comments Types (CO) Master File Contract Types (CN) Master File Control Groups (CG) Master File County/State Codes (CS) Credentials Subfolder Credentials (CR) Master File Credential Authorizations (CA) Master File Credential Renewal Codes (CW) Master File Credential Subject Codes (CB) Master File Credential Level Codes (CV) Master File Degree Type (DT) Code Employee Types (EM) Master File Ethnic Codes (ET) Code Master Files Experience Types (ET) Master Files Freeze Placement Reasons (FP) Handicap (HA) Master File Hospital Codes (HO) Master File Institutions (Colleges) (IN) Master File Immunization (IM) Master File Inservice Ed Component (IE) Master File Insurance Carrier (IC) Master File Medical Codes (ME) Master File Membership List (LM) Master File Job Categories (JB) Master File Job Codes (JC) Master File General Instructions Code Definition and Credentials/Education Tab Subject/Skills Tab Test Information/Experience Tab Sample Master File Report Language Codes (LA) Master File Program of Graduation (PG) Master File Refusal Reason (RR) Master File Report Codes (RC) Master File Seniority Class (SN) Master File Skill Codes (SK) Master File Subject Codes (SU) Master File Termination Code (TE) Master File Test Master Codes (TM) Master File Personnel Action Files PAF Category (PA) Master File PAF Actions (PF) Master File PAF Dictionary (PD) Master File continued on next page --- Contents-4 Copyright QSS, /10

9 Contents Chapter 4: Defining Master Files - continued Payroll Master Files Pay Codes (PC) Master File Payroll Name (PYN) Master File Pay Schedules (PS) Master File Pay Types (PT) Master File Retirement Systems (RS) Master File Retirement Edits (RE) Master File Payroll Profiles (PP) Master File Statutory Deductions Subfolder Statutory Deduction Codes (SD) Master File Statutory Deduction Profiles (SP) Master File Deduction Schedule (DS) Master File Deduction Rate Table (DR) Master File Bonus Codes (BC) Master File Payroll Edit Rules (PE) Master File Deduction Rule Codes (PR) Master File SMF Status Codes (SM) Master File Pending Retirement Status Codes (PN) Master File Vol-Ded Frequency Codes (VD) Master File Voluntary Deductions (VD) Master File Benefit Controls (BC) Master File Benefit Object Maps (OMAP) Master File Health/Welfare Benefit Maps (VMAP) Master File Benefit Group Maps (GMAP) Master File Tax Tables Subfolder Federal Income Tax (TT01) Master File OASDI/Medicare (TT03) Master File Workers Compensation (TT05) Master File State Tax California (TT06) Master File SUI California (TT07) Master File PERS California (TT08) Master File STRS California (TT09) Master File California Retirement Setup (TT10) Master File California State Disability Insurance (TT11) Master File Position Control Master Files Position Bonus Codes (PB) Master File Benefit Projected Rates (BPR) Master File District Authorized Positions (DAP) Master File Maintaining District Authorized Positions Header Information Description Tab Requirements 1 Tab Requirements 2 Tab Account Distribution Tab Benefits Tab Employee List Tab continued on next page /10 Copyright QSS, 2010 Contents-5

10 Human Resources Master Files Manual Chapter 4: Defining Master Files - continued Position Control Master Files - continued New District Authorized Positions (DAPN) Master File Maintaining District Authorized Positions Header Information Description Tab Requirements 1 Tab Requirements 2 Tab Account Distribution Tab Benefits Tab Employee List Tab Reports Salary Schedules (SS) Master File New Salary Schedules (SSN) Master File Maintaining and Reporting Salary Schedules Description of the Dialog Box Sample Salary Schedule Matrix (PP0302) Work Calendars (WC) Master File Overview Maintaining Work Calendars Changing Days on the Calendar Report Sample Master File Links Pay Code Links (FL01) Master File Voluntary Deduction Code Links (FL02) Master File Vol-Ded Frequency Code Links (FL03) Master File Pay Schedule Code Links (FL04) Master File Stat Ded Profile Code Links (FL05) Master File Deduction Schedule Code Links (FL06) Master File Link Report Benefits Management Master Files Coverage Level Codes (BMLC) Master File Deduction Class List (BMCL) Master File Dependent Codes (BMDC) Master File FTE Allocation Table (BMFT) Master File Package Codes (BMPK) Master File Plan Codes (BMPC) Master File Plan/Level Amounts (BMPL) Master File Cap Amounts (BMCA) Master File Benefit Status Codes (BMBS) Master File Package Assignment (BMPA) Master File Retirement - CA Master Files District Master File (RTDI) Master File Accumulator Limits (RTAL) Master File STRS Rates (RTST) Master File PERS Rates (RTPE) Master File Pay Schedule Controls (RTPS) Master File Retirement Group Subfolder District Master File by Group (RTDG) Master File PERS Rates by Group (RTGP) Master File Contents-6 Copyright QSS, /10

11 Contents Chapter A: Common Elements in QCC Windows Appendix Contents A-1 The Grid A-2 Navigating through the Grid A-2 Sorting the Grid A-4 Filling In Boxes in Tabs A-5 Moving from Tab to Tab A-5 Moving from One Box to Another A-5 Selecting Options from Lists A-6 Typing in a Text Box A-7 Checking Boxes A-8 Selecting Option Buttons A-8 Typing or Selecting Dates A-9 Help Menu A-11 About Command A-11 Commands for the About Dialog Box A-12 Tabs on the About Dialog Box A-13 User Security Command A-17 Overview A-17 Commands A-17 Columns in the Grid A-18 Chapter B:QSSInstaPrint Window Appendix Contents B-1 Overview of QSSInstaPrint Window B-2 Menu Bar and Toolbar Commands B-3 File Menu B-3 Options Menu and Toolbar B-3 Saving and Printing Instaprint Reports B-5 Saving a File B-5 Opening in Excel B-6 Opening in Excel Wizard B-8 Opening in Word B-13 Creating a PDF File B-14 Index 01/10 Copyright QSS, 2010 Contents-7

12 Human Resources Master Files Manual Contents-8 Copyright QSS, /10

13 List of Figures Chapter 2: HR Code Maintenance Window Figure 2-1: HR Code Maintenance window Figure 2-2: Title bar for the HR Code Maintenance window Figure 2-3: Menu bar and toolbar for the HR Code Maintenance window Figure 2-4:: File menu for the HR Code Maintenance window Figure 2-5: QSS Personnel dialog box for the Show Status command Figure 2-6: View menu for the HR Code Maintenance window Figure 2-7: Options menu, View menu, and toolbar commands for the HR Code Maintenance window Figure 2-8: Help menu for the HR Code Maintenance window Figure 2-9: Message bar for the HR Code Maintenance window Figure 2-10: Tree view for the HR Code Maintenance window Figure 2-11: Tree view with all folders collapsed (closed) Figure 2-12: Tree view with Retirement - CA folder expanded Figure 2-13: Toolbar commands for maintaining master files Figure 2-14: Filter for the HR Code Maintenance window Figure 2-15: Result of searching for "principal teacher (env/ed))" with no wildcards Figure 2-16: Result of searching for "prin*" with first word match Figure 2-17: Result of searching for "*prin" with partial word match Figure 2-18: Lists for selecting a district, site, and year in the Settings dialog box Figure 2-19: Grid for the HR Code Maintenance window Figure 2-20: Name of master file above the grid Figure 2-21: Status bar for the HR Code Maintenance window Figure 2-22: Go menu expanded Figure 2-23: Human Resources submenu expanded Figure 2-24: Tree view with Human Resources folder open Figure 2-25: Tree view after opening the Master Files / Utilities subfolder Figure 2-26: View dialog box Figure 2-27: Change dialog box for changing or deleting records Figure 2-28: Add dialog box for creating records Figure 2-29: Report dialog box for HR Code Maintenance window Figure 2-30: Grid Import dialog box for the Pay Types master file Chapter 3: HR Code Maintenance 2 Window Figure 3-1: HR Code Maintenance 2 window Figure 3-2: Title bar for the HR Code Maintenance 2 window Figure 3-3: Menu bar and toolbar for the HR Code Maintenance 2 window Figure 3-4:: File menu for the HR Code Maintenance 2 window Figure 3-5: QSS Personnel dialog box for the Show Status command continued on next page /10 Copyright QSS, 2010 Figures-1

14 Human Resources Master Files Manual Chapter 3: HR Code Maintenance 2 Window - continued Figure 3-6: View menu for the HR Code Maintenance 2 window Figure 3-7: Options menu, View menu, and toolbar commands for the HR Code Maintenance 2 window Figure 3-8: Help menu for the HR Code Maintenance 2 window Figure 3-9: Message bar for the HR Code Maintenance 2 window Figure 3-10: Tree view for the HR Code Maintenance 2 window Figure 3-11: Tree view with all folders collapsed (closed) Figure 3-12: Tree view with Retirement - CA folder expanded Figure 3-13: Toolbar commands for maintaining master files Figure 3-14: Filter for the HR Code Maintenance 2 window Figure 3-15: Result of searching for "principal teacher (env/ed))" with no wildcards Figure 3-16: Result of searching for "prin*" with first word match Figure 3-17: Result of searching for "*prin" with partial word match Figure 3-18: Lists for selecting a district, site, and year in the Settings dialog box Figure 3-19: Grid for the HR Code Maintenance 2 window Figure 3-20: Name of master file above the grid Figure 3-21: Status bar for the HR Code Maintenance 2 window Figure 3-22: Go menu expanded Figure 3-23: Human Resources submenu expanded Figure 3-24: Tree view with Human Resources folder open Figure 3-25: Tree view after opening the Master Files / Utilities subfolder Figure 3-26: Dialog box for displaying and maintaining tax tables Figure 3-27: Add dialog box for creating a new tax table from an existing tax table Figure 3-28: Dialog box for confirming or cancelling the deletion of a tax table Figure 3-29: Sample InstaPrint report Chapter 4: Defining Master Files Figure 4-1: Previous View and Back View buttons for Adobe Reader and Acrobat Figure 4-2: Date box Figure 4-3: Examples of cleared and selected check boxes Figure 4-4: Option buttons for selecting Interim Period 1, 2, or 3 in a row Figure 4-5: Options buttons for selecting one of the options under Record Type Figure 4-6: List box Figure 4-7: List box with options expanded after clicking the drop-down arrow Figure 4-8: Add dialog box for the Absence Reasons (AR) master file Figure 4-9: Add dialog box for the Leave Groups (LG) master file (Leave Buckets tab) Figure 4-10: Service Years tab for the Leave Groups (LG) master file Figure 4-11: Paystub Mapping Tab for the Leave Groups (LG) master file Figure 4-12: Add dialog box for the Absence Indices (AI) master file Figure 4-13: Add dialog box for the Absence FTE Codes (AF) master file Figure 4-14: Add dialog box for the Roll Codes (RO) master file continued on next page --- Figures-2 Copyright QSS, /10

15 List of Figures Chapter 4: Defining Master Files - continued Figure 4-15: Add dialog box for Accrual Rules master file (Page 1) Figure 4-16: Add dialog box for Accrual Rules master file (Page 2) Figure 4-17: Add dialog box for the Accrual Schedule (AS) master file Figure 4-18: Add dialog box for Absence Interface Rules master file (Global Site) Figure 4-19: Add dialog box for Absence Interface Rules master file (Global Leave Group) Figure 4-20: Add dialog box for Absence Interface Rules master file (Site/Leave Groups) Figure 4-21: Add dialog box for the District Master (DP) master file Figure 4-22: Add dialog: Add dialog box for the Locations (LOC) master file Figure 4-23: Add dialog box for the Location Org Level Fields (LO) master file Figure 4-24: Add dialog box for the Bargaining Units (BU) master file Figure 4-25: Add dialog box for the Board Dates (BD) master file Figure 4-26: Add dialog box for the Certificate Level (CL) master file Figure 4-27: Add dialog box for the Certificate Type (CT) master file Figure 4-28: Add dialog box for the Comments Types (CO) master file Figure 4-29: Add dialog box for the Contract Types (CN) master file Figure 4-30: Add dialog box for the Control Groups (CG) master file Figure 4-31: Add dialog box for the County/State Codes (CS) master file Figure 4-32: Add dialog box for the Credentials (CR) master file Figure 4-33: Add dialog box for the Credential Authorizations (CA) master file Figure 4-34: Add dialog box for the Credential Renewal Codes (CW) master file Figure 4-35: Add dialog box for the Credential Subject Codes (CB) master file Figure 4-36: Add dialog box for the Credential Level Codes (CB) master file Figure 4-37: Add dialog box for the Degree Type (DT) master file Figure 4-38: Add dialog box for the Employee Types (EM) master file Figure 4-39: Add dialog box for the Ethnic Codes (ET) master file Figure 4-40: Add dialog box for the Experience Types (ET) master file Figure 4-41: Add dialog box for the Freeze Placement Reasons (FP) master file Figure 4-42: Add dialog box for the Handicap (HA) master file Figure 4-43: Add dialog box for the Hospital Codes (HO) master file Figure 4-44: Add dialog box for the Institutions (Colleges) (IN) master file Figure 4-45: Add dialog box for the Immunizations (IM) master file Figure 4-46: Add dialog box for the Inservice Ed Component (IE) master file Figure 4-47: Add dialog box for the Insurance Carrier (IC) master file Figure 4-48: Add dialog box for the Medical Codes (ME) master file Figure 4-49: Add dialog box for the Membership List (LM) master file Figure 4-50: Add dialog box for the Job Categories (JB) master file Figure 4-51: Code definition and Credentials/Education tab for the Job Codes (JC) master file.4-86 Figure 4-52: Subjects/Skills tab for the Job Codes (JC) master file Figure 4-53: Test Information/Experience tab for the Job Codes master file Figure 4-54: Add dialog box for the Language Codes (LA) master file Figure 4-55: Add dialog box for the Program of Graduation (PG) master file continued on next page /10 Copyright QSS, 2010 Figures-3

16 Human Resources Master Files Manual Chapter 4: Defining Master Files - continued Figure 4-56: Add dialog box for the Refusal Reason (RR) master file Figure 4-57: Add dialog box for the Report Codes (RC) master file Figure 4-58: Add dialog box for the Seniority Class (SN) master file Figure 4-59: Add dialog box for the Sill Codes (SK) master file Figure 4-60: Add dialog box for the Subject Codes (SU) master file Figure 4-61: Add dialog box for the Termination Code (TE) master file Figure 4-62: Add dialog box for the Test Master Codes (TM) master file Figure 4-63: Add dialog box for the PAF Category (PA) master file Figure 4-64: Add dialog box for the PAF Actions (PF) master file Figure 4-65: Add dialog box for the Pay Codes (PC) master file Figure 4-66: Add dialog box for the Payroll Name (PYN) master file Figure 4-67: Change dialog box for the Pay Schedules (PS) master file Figure 4-68: Add dialog box for the Pay Types (PT) master file Figure 4-69: Add dialog box for the Retirement Systems (RS) master file Figure 4-70: Change dialog box for the Retirement Edits (RE) master file Figure 4-71: Add dialog box for the Payroll Profiles (PP) master file Figure 4-72: Statutory Deduction Codes master file Figure 4-73: Change dialog box for the Statutory Deduction Profiles (SP) master file Figure 4-74: Change dialog box for the Deduction Schedule (DS) master file Figure 4-75: Add dialog box for the Deduction Rate Table (DR) master file Figure 4-76: Add dialog box for the Bonus Codes (BC) master file Figure 4-77: Add dialog box for the Payroll Edit Rules (PE) master file Figure 4-78: Add dialog box for the Deduction Rule Codes (PR) master file Figure 4-79: Add dialog box for the SMF Status Codes (SM) master file Figure 4-80: Add dialog box for the Pending Retirement Status Codes (PN) master file Figure 4-81: Add dialog box for the Vol-Ded Frequency Codes (VD) master file Figure 4-82: Add dialog box for the Voluntary Deductions (VD) master file Figure 4-83: Add dialog box for the Benefit Controls (BC) master file Figure 4-84: Add dialog box for the Benefit Object Maps (OMAP) master file Figure 4-85: Add dialog box for the Health/Welfare Benefit Maps (VMAP) master file Figure 4-86: Add dialog box for the Benefit Group Maps (GMAP) master file Figure 4-87: Change dialog box for the Federal Income Tax (TT01) master file (EIC tab) Figure 4-88: Change dialog box for the Federal Income Tax (TT01) master file (withholding tabs) Figure 4-89: Change dialog box for the Federal Income Tax (TT01) master file (New EIC tab) Figure 4-90: Change dialog box for the OASDI/Medicare (TT03) master file Figure 4-91: Change dialog box for the Workers Compensation (TT05) master file Figure 4-92: Change dialog box for the State Tax California (TT06) master file (Tables 1/2, 3/4 tab) continued on next page --- Figures-4 Copyright QSS, /10

17 List of Figures Chapter 4: Defining Master Files - continued Figure 4-93: Change dialog box for the State Tax California (TT06) master file (Method B tabs) Figure 4-94: Change dialog box for the SUI California (TT07) master file Figure 4-95: Change dialog box for the PERS California (TT08) master file Figure 4-96: Change dialog box for the STRS California (TT09) master file Figure 4-97: Change dialog box for the California Retirement Setup (TT10) master file Figure 4-98: Add dialog box for the California State Disability Insurance (TT11) master file Figure 4-99: Add dialog box for the Position Bonus Codes (PB) master file Figure 4-100: Add dialog box for the Benefit Projected Rate (BPR) master file Figure 4-101: Add mode for District Authorized Positions (DAP) master file Figure 4-102: Header information for the District Authorized Positions (DAP) master file Figure 4-103: Description tab for the District Authorized Positions (DAP) master file Figure 4-104: Requirements 1 tab for the District Authorized Positions (DAP) master file Figure 4-105: Requirements 2 tab for the District Authorized Positions (DAP) master file Figure 4-106: Account Distribution tab for the District Authorized Positions (DAP) master file Figure 4-107: Benefits tab for the District Authorized Positions (DAP) master file Figure 4-108: Employee List tab for the District Authorized Positions (DAP) master file Figure 4-109: Add mode for New District Authorized Positions (DAPN) master file Figure 4-110: Position Reports dialog box Figure 4-111: Header information for the New District Authorized Positions (DAPN) master file Figure 4-112: Description tab for the New District Authorized Positions (DAPN) master file Figure 4-113: Requirements 1 tab for the New District Authorized Positions (DAPN) master file Figure 4-114: Requirements 2 tab for the New District Authorized Positions (DAPN) master file Figure 4-115: Account Distribution tab for the New District Authorized Positions (DAPN) master file Figure 4-116: Benefits tab for the New District Authorized Positions (DAPN) master file Figure 4-117: Employee List tab for the New District Authorized Positions (DAPN) master file Figure 4-118: Launch screen for the District Position Report (PCR400) Figure 4-119: Launch screen for Employee Position Report (PCR405) Figure 4-120: Launch window for the Abbreviated Position District Report (PCR420) Figure 4-121: Launch window for the Position-Account Report (PCR409) Figure 4-122: Dialog box for displaying and maintaining tax tables Figure 4-123: Add dialog box for creating a new salary schedule from an existing one Figure 4-124: Dialog box for confirming or cancelling the deletion of a salary schedule Figure 4-125: Sample InstaPrint report Figure 4-126: Header information for the New PC Salary Schedules (SSN) master file continued on next page /10 Copyright QSS, 2010 Figures-5

18 Human Resources Master Files Manual Chapter 4: Defining Master Files - continued Figure 4-127: Schedule Calculation Factors tab for the New PC Salary Schedules (SSN) master file Figure 4-128: Payroll Interface tab for the New PC Salary Schedules (SSN) master file Figure 4-129: Bonus Calculation Rules tab for the New PC Salary Schedules (SSN) master file Figure 4-130: Steps and Ranges tab for the New PC Salary Schedules (SSN) master file Figure 4-131: Commands used only on the Steps and Ranges tab Figure 4-132: Benefits tab for the New PC Salary Schedules (SSN) master file Figure 4-133: Change Work Calendars dialog box Figure 4-134: View Work Calendars dialog box Figure 4-135: Button for modifying the days in a monthly calendar Figure 4-136: Button for modifying the days in a monthly calendar Figure 4-137: Legend area after clicking Paid Holiday (PH) Figure 4-138: Mouse pointer hovered over August Figure 4-139: Calendar after clicking August Figure 4-140: Add dialog box for the Pay Code Links (FL01) master file Figure 4-141: Add dialog box for the Voluntary Deduction Code Links (FL02) master file Figure 4-142: Add dialog box for the Vol-Ded Frequency Code Links (FL03) master file Figure 4-143: Add dialog box for the Pay Schedule Code Links (FL04) master file Figure 4-144: Add dialog box for the Stat Ded Profile Code Links (FL05) master file Figure 4-145: Add dialog box for the Deduction Schedule Code Links (FL06) master file Figure 4-146: Add dialog box for the Coverage Level Codes (BMLC) master file Figure 4-147: Add dialog box for the Deduction Class List (BMCL) master file Figure 4-148: Add dialog box for the Dependent Codes (BMDC) master file Figure 4-149: Change dialog box for the FTE Allocation Table (BMFT) master file Figure 4-150: Add dialog box for the Package Codes (BMPK) master file Figure 4-151: Add dialog box for the Plan Codes (BMPC) master file Figure 4-152: Add dialog box for the Plan/Level Amounts (BMPL) master file Figure 4-153: Change dialog box for the Cap Amounts (BMCA) master file Figure 4-154: Add dialog box for the Benefit Status Codes (BMBS) master file Figure 4-155: Add dialog box for the Package Assignment (BMPA) master file Figure 4-156: Add dialog box for the District Master File (RTDI) master file Figure 4-157: Add dialog box for the Accumulator Limits (RTAL) master file Figure 4-158: Add dialog box for the STRS Rates (RTST) master file Figure 4-159: Add dialog box for the PERS Rates (RTPE) master file Figure 4-160: Add dialog box for the Pay Schedule Controls (RTPS) master file Figure 4-161: Add dialog box for the District Master File by Group (RTDG) master file Figure 4-162: Add dialog box for the PERS Rates by Group (RTGP) master file Figures-6 Copyright QSS, /10

19 List of Figures Chapter A: Common Elements in QCC Windows Figure A-1: Grid for QCC applications A-2 Figure A-2: Unavailable, available, and active boxes A-6 Figure A-3: Drop-down list box A-6 Figure A-4: Drop-down list box with options expanded after clicking the drop-down arrow... A-6 Figure A-5: Check boxes for yes (checked) or no (unchecked) options A-8 Figure A-6: Option buttons for selecting Interim Period 1, 2, or A-8 Figure A-7: Date box A-9 Figure A-8: : About dialog box for the About command on the Help menu A-11 Figure A-9: Tab bar for the About dialog box A-13 Figure A-10: Program Info tab for the About dialog box A-13 Figure A-11: Package information for QCC on the Package Info tab A-15 Figure A-12: USERSEC tab for the About dialog box A-16 Figure A-13: User Security window for the Security command on the Help menu A-17 Figure A-14: Columns in the grid for the User Security window A-18 Chapter B: QSSInstaPrint Window Figure B-1: QSSInstaPrint window B-2 Figure B-2: Options menu and toolbar for the Grid Output window B-3 Figure B-3: Save As dialog box for making a text file B-5 Figure B-4: Excel worksheet with entire report line in Column A B-7 Figure B-5: Save As dialog box dialog box for Excel B-7 Figure B-6: Text Import Wizard step for choosing original data type B-9 Figure B-7: Wizard for dividing up the report line into spreadsheet columns B-10 Figure B-8: Wizard for defining the data format for each column of the spreadsheet B-10 Figure B-9: Microsoft Excel window with data imported into columns B-11 Figure B-10: Save As dialog box dialog box for Excel B-12 Figure B-11: Save As dialog box dialog box for Word B-13 Figure B-12: Create PDF dialog box for making a PDF file B-14 01/10 Copyright QSS, 2010 Figures-7

20 Human Resources Master Files Manual Figures-8 Copyright QSS, /10