Processing Job Step Progression using the Stand-Alone Method

Using the stand-alone method, you process job step progression information by submitting timecard automation rules. You submit these rules for processing after all timecards have been entered into the system for the current pay period and before you process pre-payroll. The stand-alone method allows you to process job step progression information outside of the payroll cycle to avoid increasing the processing time of the payroll cycle. The stand-alone method also allows you to review and approve timecards that are created by the job step progression rules before they are processed through a payroll cycle. Lastly, the stand-alone method allows you to process job step progression information at one time for employees that are included in different payroll cycles.

For example, you can use the stand-alone method to process job step progression information for employees in Company A at the same time that you process job step progression information for employees in Company B, even if you process separate payroll cycles for each of the companies. After timecards have been entered, but before pre-payroll has been run for either company, you would process step progression information for the employee group, which would include all job step progression employees in Company A and Company B.

Before you process pre-payroll you can review the timecards that are created for employees that move to the next job level within the work dates that you are processing. If necessary, you can modify or delete the timecards that are created. Finally, you approve the timecards and process the employees through their respective payroll cycles. To update job step progression history, these timecards must be processed through a complete payroll cycle in order. The system also automatically updates employee information for all employees who move to the next job level during the payroll cycle. Using the processing options for the Pay Cycle Workbench program (P07210), you can specify which fields are automatically updated.

Note

When you process job step progression timecards that were created using the stand-alone method through the payroll cycle, the system generates a message before pre-payroll is processed asking whether step progression timecards have been approved. This message is a reminder to review and approve timecards before processing them through a payroll cycle. If you do not approve step progression timecards, they will not be included in the payroll process.

You use the stand-alone method of processing step progression information if the following statements are true about your organization:

• You do not want to increase the processing time of your payroll cycle.

• You want to review and approve timecards that are created using timecard automation before they are processed through a payroll cycle.

• You want to simultaneously process step progression information for employees that are in different payroll cycles.

Before You Begin

Create employee groups for step progression processing. See Creating Employee Groups for Stand-Alone Job Step Progression in the Payroll Guide.

Set up job step progression rule sets. See Setting Up Rule Sets for Job Step Progression in the Payroll Guide.

Enter all timecards into the system. See Entering Timecards for Employees in the

Time Accounting Guide.

If applicable to your organization, process overtime rules. See Working With Overtime Rule Sets in the Time Accounting Guide for more information.

Create a version of the Time Entry MBF Processing Options program (P050002A) and complete the Pay Types tab to ensure that overtime is calculated correctly. Verify that the processing options for the Job Step Progression Overtime Rules program (P186401) include the correct version of the Time Entry MBF Processing Options program (P050002A).

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From the Periodic Processing menu (G07STEP2), choose Job Step Progression Rules.

1. On Work With Rule Sets, choose the rule set that you want to process, and then choose Submit from the Row Menu.

Note

The system automatically produces the Overtime Rule Set Batch Review report (R186404), which you can use to review step progression information after you process job step progression rules.

2. Repeat step 1 until you have processed all of the necessary step progression rules.

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From the Daily Processing menu (G07STEP1), choose Reviewing & Approving.

1. On Work With Timecard Automation Batches, enter SPS in the following field, and then click Find:

• Batch Source Type

2. Choose the batch that you want to review and choose Time Entry Revs from the Row menu.

3. On Speed Time Entry Revisions, review the timecards, make any necessary revisions, and then click OK (or click Cancel if you do not make any changes). 4. On Work With Timecard Automation Batches, to approve the batch, choose Approve

Batch from the Row menu. 5. On Confirmation, click Yes.

See Also

Working with Timecards for Timecard Automation in the Time Accounting Guide for more information about timecards batches

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From the Payroll Workbench menu (G07BUSP11), choose Pay Cycle Workbench.

1. On Work With Pay Cycle Workbench, click Find.

2. Choose the Payroll ID that you want to process. and then choose Pre-Payroll, Submit, Pre-Payroll from the Row menu.

3. On Manual Step Progression Confirmation, click Yes.

Note

This form is used as a reminder to approve job step progression timecards before they are processed through the payroll cycle. If the timecards are not approved and you click Yes, the system will not process the timecards through the payroll cycle. Timecards must be approved to be included in the payroll cycle.

4. Complete the remaining steps to process the payroll cycle.

See Also

Payroll Cycle in the Payroll Guide for additional information and instructions