Report Type Infotype Groups. Employee Master Employee

Transcription

1 Master Data Sheet Background The Master Data Sheet is an outcome of the AMS/HRIS Data Integrity Project. It was created in response to user requests to be able to view all the data entered about an employee in an easy to read format. Since there are different audiences for this report, with different access and perspectives on the data presentation, a number of output options are available Benefits Master Data Sheet Employee Master Data Sheet Business Officer view with cost assignments and accounting information included Employee Master Data Sheet Employee view with cost assignments and accounting information suppressed Below is a chart displaying some of the differences between the report types. The chart is not exhaustive but serves to present an idea regarding the different presentations and utility. The example is based upon an Administrative position. Report Type Infotype Groups Personal Data Org Data (IT0001) Family Data (IT0021) Work Schedule (IT0007) Basic Pay (IT0008) Bank Account (IT0009) Benefits Master Employee Master Business Officer Name, Home Address, Gender, Nationality, Date of Birth, Age, Marital Status Company Code, Personnel Area, Empl. Group, Payroll Area, Position, Org Unit, Empl. Date, Cost Centre, Personnel Subarea, Empl. Subgroup, Work Contract, Job, Withdrawal Date Name, Home Address, Gender, Nationality, Date of Birth, Age, SIN Company Code, Personnel Area, Empl. Group, Payroll Area, Position, Job, Org Unit, Empl. Date, Normal Retirement Date, Cost Centre, Personnel Subarea, Empl. Subgroup, Work Contract, Withdrawal Date Spouse, Children Employment Percent, Working Hours, Work Schedule Rule Monthly or Bi-weekly, Paid Since Date Payee, Bank Key, Bank, Bank Account #, City, Purpose Employment Percent, Working Hours, Work Schedule Rule Reason, Pay Scale Type, Pay Scale Area, Pay Scale Group, Pay Scale Level, Capacity Utilisation Level, Work Hours / Period Payee, Bank Key, Bank, Bank Account, City, Purpose Employee Master Employee Name, Home Address, Gender, Nationality, Date of Birth, Age, SIN Company Code, Personnel Area, Empl. Group, Payroll Area, Position, Job, Org Unit, Empl. Date, Normal Retirement Date, Personnel Subarea, Empl. Subgroup, Work Contract, Withdrawal Date Monthly or Bi-weekly, Rate Paid Since Date Payee, Bank Key, Bank, Bank Account, City, Purpose

2 Report Type Infotype Groups Health Plans (IT00167) Insurance / Pension Plans (IT0168) General Benefits (IT0171) Appointment Detail (IT9009) Recurring Payments / Deductions (IT0014) Benefits Master Employee Master Business Officer Lists all plans and terms associated with the employee such as: Extended Health Vision Care Dental Semi-Private Accom. Joint Membership Lists insurance and pension plans associated with the employee such as: UofT Pension Long Term Disability Basic Life Insurance Supplemental Life Benefit Area, Benefit Group(s), Employee Status From/To Dates, Position, Org Unit, Position Appointed Date, Percentage Empl., Cost Centre, Funds Centre, Wage Type, Annual Salary, Pay Scale Group, Contract Type, Monthly Pay Rate, Rate Paid Since Date From/To Dates, Wage Type, Amount of Deduction(s), Number/Unit, Assignment Number, Reason for Change, Business Area, Cost Centre, Funds Centre, Fund, Order Number Cost Distribution Distribution for Canadian Taxation (IT0224) Sections include: Jurisdiction Form TD1 Provincial Form TD1 Tax Exemptions Account # GST # Other Deductions and Credits Additional Provincial Data Other Provincial Credits CPP, EI, FI, WCB, OEHT Employee Master Employee From/To Dates, Position, Org Unit, Position Appointed Date, Percentage Wage Type, Annual Salary, Pay Scale Group, Contract Type From/To Dates, Wage Type, Amount of Deduction(s), Number/Unit, Assignment Number, Reason for Change Sections include: Jurisdiction Form TD1 Commission Form TD1X Provincial Form TD1 Tax Exemptions Other Deductions and Credits Additional Provincial Data Other Provincial Credits CPP, EI, FI, WCB, OEHT

3 Use The report s many output options suggest multiple ways in which it may be used. At the departmental level, it may be run for an employee by the Business Officer to review the data entered. The Employee Master Employee View may be most appropriate, especially if the printout is given to the employee. The Business Officer may want to view the data entered for an employee to check that all the required data has been entered. The Employee Master Business Officer View may be most appropriate as it includes financial information. After a Benefits Meeting, an HR Generalist may wish to review the entries and confirm them with the employee. In this case, the Benefits Master Data Sheet is appropriate. Departments in the midst of a data verification exercise may wish to run the report for an entire Org Unit or Org Unit subset. Prerequisites Security rights to any of the report variations. Security rights to Org Unit(s). Procedure Human Resources > Information System > Personnel Management > Administration > Departmental Level Administration > Data Integrity > HR Master Data Sheet UofT This is the selection parameter screen. There are very few selection options that appear, as the report will most often be run for one or a few employees at a time. The "Master Data Sheet Control" section allows you to select the desired report version. See the chart included in the Background section at the start of this document to determine which report is of the correct type for your requirement. This is the selection parameter screen.

4 Personnel Number Master Data Sheet Key Date Enter a Personnel Number or a set of numbers in the field(s). This allows the report to be run for one or many employees. Select the type of report. There are 3 types as described in the Background section of the document: (Type B2) = Benefits Master Data Sheet (Type P2 + Business Officer Version -> Indicator checked) = Employee Master Data Sheet Business Officer view with cost assignments and accounting information included (Type P2 + Business Officer Version -> Indicator unchecked) Employee Master Data Sheet Employee view with cost assignments and accounting information suppressed This is the date for which the report is to select data. Default is the current date. Business Officer Version Checking this option allows differentiation between the Business Officer and Employee versions of the report. There are very few selection options that appear, as the report will most often be run for one or a few employees at a time. The "Master Data Sheet Control" section allows you to select the desired report version. See the chart included in the Background section at the start of this document to determine which report is of the correct type for your requirement. Further Selections (Choose Selection Fields) Further Selections Select the boxes beside fields which you wish to be included in the selection parameter screen. Once selected, click the right arrow button. Click the green check mark after all selections have been made. Each marked field will appear on the Selection screen.

5 Organizational Unit Selection To run the report on an Org Unit, you may wish to use the Org Structure button to locate the specific Unit. Here you see a graphic representation of the Organization s hierarchy. Click on the desired unit or units to select. When your selection is complete click on the green check button to return to the selection screen. When the selection parameters are set, execute the report. The following section describes how to submit the report to the Background. Note: If the report is being run to verify entries made earlier in the day, it must be submitted to AMS not RPT because RPT is one day behind and your entries would not appear until the next day in RPT. Background execution is recommended when more than 10 employees will be selected for output. When the report selection parameters are set, click the Execute button to run the report. Note: If the report is executed for one or a few employees, background execution is not necessary. The PRINT screen appears as shown in the adjacent cell. Verify printer location and press the PRINT PREVIEW button to view output before printing