72 Employee Information Processing Options

This chapter contains these topics:

• Chapter 72, "Human Resources Employee Master (P0801),"

• Section 72.2, "ACA Hours of Service (Proof or Final Mode) (P08416) (Release A9.3 Update),"

• Section 72.3, "Employee Job Entry (P060118),"

• Section 72.4, "Employee Pay & Tax Information (P060121),"

• Section 72.5, "Compa-Ratio Batch Calculation (P082501),"

• Section 72.6, "Applicant Information (P08091),"

• Section 72.7, "Profile by Employee (P080200),"

• Section 72.8, "Inquiry by Employee (P080210),"

• Section 72.9, "Employee Profile Multiskills Search (P080250),"

• Section 72.10, "Batch File Purge (P00PURGE),"

• Section 72.11, "Extended Employee - Termination/Rehire (P060161),"

• Section 72.12, "Create FCPCS Workfile (P08022),"

• Section 72.13, "Download FCPCS Workfile to PC (P08023),"

• Section 72.14, "Employee Master Labels (P080414),"

• Section 72.15, "Employee Master Labels - Laser (P08041L),"

• Section 72.16, "Employee Profile - Alphabetical Sequence (P080410),"

• Section 72.17, "Employee Info by Data Type - Alpha Seq (P080400),"

• Section 72.18, "EEO-4 Report (P068514A),"

• Section 72.19, "EEO-1 Employment Data (P068515),"

• Section 72.20, "EEO Staff Utilization Report (P068900),"

• Section 72.21, "Workforce Analysis by B.U. & Company (P080435),"

72.1 Human Resources Employee Master (P0801)

Processing Option	Processing Options Requiring Further Description
DISPLAY OPTIONS:
1. Enter your display preference for the Salary and Hourly Rate: ' ' or '1' = Always Display '2' = Do Not Display on Inquiry '3' = Never Display
2. Display Tax ID (Social Security) Number on Inquiry and Change. Enter '1' for Yes Enter ' ' for 'No'.
3. Enter a '1' next to each to suppress its display: Workers Comp. . . . . . . . FLSA Exempt . . . . . . . . Benefit Group . . . . . . . Union Code. . . . . . . . . EEO Category. . . . . . . . Ethnic Code . . . . . . . . Shift Code. . . . . . . . . Job Step. . . . . . . . . . Hourly Rate . . . . . . . . Tax Area (Res. & Work). . .
4. Do you wish to display the Address Book Additional Individual Tax Id Number in the Address Book window? Enter '1' for Yes Enter ' ' for No
5. Enter the method for assigning Tax Areas ' ' = manually enter Work and Res. Tax Areas. (Default) '1' = allow Work and Res. Tax Areas to be left blank. '2' = use GeoCoder to update Work and Res. Tax Areas. *Note: For values (1-2), you must first install the Vertex GeoCoder system. If you do not install the system, the default value ' ' will be used for assigning Tax Areas.
EDIT/DEFAULT OPTIONS:
6. The Job Information file (F08001) EDITS the Job Type and Step and DEFAULTS the Job Information and Category Codes on ADDS or CHANGES, depending on which of the following options are selected. ' ' = Edit Job Type/Step against UDC's and use DD for defaults. '1' = Default Job Info ONLY when blank '2' = Default Job Info and Category Codes ONLY when blank. '3' = Always default Job Information. '4' = Always default Job Info and Category Codes.
7. Enter '1' when you are using the Job Information File, as specified in processing option 6, and want to override the default of the Benefit Group, Union Code, Worker's Comp Code and Subclass when changing the Business Unit with Job or Job only with those values defined in the Business Unit - Job Cross Reference File (F08005). If processing option 6 is set to 'Default Only When Blank', then the cross reference file values will 'Default Only When Blank'. Likewise, if processing option 6 is set to 'Always Default', the Cross reference File values will 'Always default'.
8. Enter a '1' if you want F18 to exit to Canadian Payroll Employee Entry program (P070101). Default of blank will exit to US Payroll Employee Entry program (P060101).
WHEN ADDING AN EMPLOYEE:
9. When adding new employees through the Employee Master screen, enter the default format for the Mailing Name in the Address Book. (Optional) ' ' = Name entered using Employee Entry Screen will not be used in the address book window. You must also enter the name in the address book window. '1' = John Doe (No middle initial) '2' = John R. Doe '3' = Doe, John R. (Alpha Name value) Note: For users who have the double byte flag turned on in the JDE System Values, a default of ' ' is used.
10. Security Business Unit will be updated to the employee's Address Book record. (NOTE: This must be set the same as P060101.) Enter '1' for Yes Enter ' ' for No
11. All new employees will be added to the COBRA Dep/Beneficiary file. Enter '1' for Yes Enter ' ' for No
Enter a '1' to automatically go to EEO Dates & Eligibility on an add from HR Employee Entry. Default of blank will not take you to Dates, Eligibility & EEO.	Per SAR 3451165, processing option 12 does not take you to Dates, Eligibility and EEO. AND needs to include new phrasing for Human Resources, Human Resources Benefits.
13. For an Add, enter the default value for the Benefit Status field which displays on the Dates, Eligibility & EEO screen. (NOTE: This code is used for Batch Enrollment in Benefits.)
WHEN DELETING AN EMPLOYEE:
14. The profile data is to be deleted when an employee is deleted. Enter '1' for Yes Enter ' ' for No
WHEN CHANGING AN EMPLOYEE:
15. Enter a '1' to automatically redisplay the information.
FOR "INTERNATIONAL" EMPLOYEES:
16. Enter a '1' to prevent the Employee Number from being used as a default for the EE Tax ID Number. A default of blank will allow its use.
17. When adding an employee whose name is longer than the predefined name fields, enter a '1' to open the Address Book window. This suppresses the name fields on the screen. Leave this field blank if the employee's name is not longer than the predefined name fields.

72.2 ACA Hours of Service (Proof or Final Mode) (P08416) (Release A9.3 Update)

Processing Option	Processing Options Requiring Further Description
PROOF OR FINAL MODE
1. Enter an 'F' for Final mode. The Final mode adds Employee Eligibility (F081161) records, updates the Employee ACA Eligibility Status, adds ACA Company Summary (F081163) records, and creates the Hours of Service Report. If 'P', only the report is created.
TRANSACTION AND REPORT PROCESSING
2. Enter the Calculation Method. L = Look Back M = Monthly
3. Enter the Measurement Period Begin and End Dates. (Date format: MM/DD/YY) Begin Date: End Date:
4. Enter the Administrative Period Begin and End Dates. (Date format: MM/DD/YY) Begin Date: End Date: ****This is an optional period between the Measurement Period and the Stability Period.
5. Enter the Stability Period Begin and End Dates. (Date format: MM/DD/YY) Begin Date: End Date:
OVERRIDE VALUES
6. Enter ACA Eligibility Status Effective Date. (Date format: MM/DD/YY)
7. Enter the Measurement Period Number of Weeks. (Optional)
8. Enter the Measurement Period Number of Months. (Optional)
9. Enter the Employee ACA Eligibility Status. (Optional)
10. Average Weekly Number of Hours Threshold. The default value is 30.
11. Average Monthly Number of Hours Threshold The default value is 130.

72.3 Employee Job Entry (P060118)

Processing Option	Processing Options Requiring Further Description
SET VIDEO DISPLAY:
1. Enter your display preference for the Salary and Hourly Rate. ' ' or '1' = Always Display '2' = Do not Display on Inquiry '3' = Never Display
2. Enter a '1' next to each to suppress its display: Workers Comp/Sub FLSA Exempt Union Code EEO Job Category Shift Code Job Step Hourly Rate
3. To display the Address Book European Tax ID Number in the Address Book window select '1' for Yes. Enter '1' for Yes. Enter ' ' for No.
EDIT/DEFAULT OPTIONS:
4. The Job Information file (F08001) EDITS the Job Type and Step and DEFAULTS the Job Information and Category Codes on ADDS or CHANGES, depending on which of the following options are selected. ' '=Edit Job Type/Step against UDC's and use DD for defaults. '1'=Default Job Info ONLY when blank '2'=Default Job Info and Category Codes ONLY when blank. '3' Always default Job Information. '4' Always default Job & Cat. Codes
5. Enter '1' when you are using the job Information File, as specified in processing option 4, and want to override the default of the Benefit Group, Union Code, Worker's Comp Code and Subclass when changing the Business Unit or Job with those values defined in the Business Unit - Job Cross Reference file (F08005). If processing option 4 is set to 'Default Only When Blank', then the Cross Reference file values will 'De- fault Only When Blank'. Likewise, if processing option 4 is set to 'Always Default', the Cross Reference file values will 'Always Default'.
6. Enter a '1' if you want F18 to exit to Canadian Payroll Employee Setup program (P070101). Default of blank will exit to US Payroll Employee Setup program (P060101).
WHEN CHANGING AN EMPLOYEE JOB:
7. Enter a '1' to automatically redisplay the information.

72.4 Employee Pay & Tax Information (P060121)

Processing Option	Processing Options Requiring Further Description
1. Enter the method for assigning Tax Areas. ' ' = manually enter Work and Res. Tax Areas. (Default) '1' = allow Work and Res. Tax Areas to be left blank. '2' = use GeoCoder to update Work and Res. Tax Areas. NOTE: For values (1-2), you must first install the Vertex GeoCoder system. If you do not install the system, the default value ' ' will be used for assigning Tax Areas.
2. Enter '1' to receive a warning message if Std Hrs/Day and the Std Days/Year is equal to Blank.

72.5 Compa-Ratio Batch Calculation (P082501)

Processing Option	Processing Options Requiring Further Description
EMPLOYEE HISTORY AND TURNOVER:
1. Enter a valid change reason code for all new records.
2. Enter an Effective Date or blank will default to the system date.
PAY RANGE EFFECTIVE DATE:
3. Enter the Effective Date for the pay range. Blank will default to the system date.

72.6 Applicant Information (P08091)

Processing Option	Processing Options Requiring Further Description
Enter the Profile Data Base name for the type of information you wish to revise, as follows: A = Applicants E = Employees (default value) J = Jobs H = Health & Safety Cases P = Dependents/Beneficiaries R = Requisitions

72.7 Profile by Employee (P080200)

Processing Option	Processing Options Requiring Further Description
1. Enter the Record Code for the type of information that you wish to review as follows: A = Applicants E = Employees (default value) H = Injury/Illness Case Number J = Jobs P = Dependents/Beneficiaries R = Requisitions
2. For Detailed Employee Inquiry Only: Enter a '1' if you do not wish to display the employee's salary information. (Default of blank will display the information.)
3. For Detailed Employee Inquiry Only: Enter a '1' if you do not wish to display the employee's Social Security Number. (Default of blank will display the number.)

72.8 Inquiry by Employee (P080210)

Processing Option	Processing Options Requiring Further Description
1. Enter the Profile Data Base name for the type of information you wish to review as follows: A = Applicants E = Employees (default value) J = Jobs H = Case Number P = Dependents/Beneficiaries R = Requisitions
2. Enter the specific Type of Data on which to inquire within the chosen database.
3. Enter a '1' to see inactive employees (Employee Pay Status not numeric) in addition to active employees. Default of blank will show active employees only (Pay Status numeric).

72.9 Employee Profile Multiskills Search (P080250)

Processing Option	Processing Options Requiring Further Description
INITIAL SEARCH CRITERIA:
1. Enter the search criteria code you want to direct your search: A = Search for Applicants E = Search for Employees B = Search for both types. A default of blank will display both Applicants and Employees . . . . . .
ACTIVE EMPLOYEE CRITERIA:
2. To limit the search to only active employees, enter the Pay Statuses, separated by commas, that define an active employee. A blank will search for all employees.
EMPLOYMENT STATUS CRITERIA:
3. To limit the search to specific employment statuses, enter the employment statuses, separated by commas, or *ALL for all employment statuses. The typical default for full time regular is a blank, so a blank followed by a comma must be entered to include this in the search.
APPLICANT STATUS CRITERIA:
4. To limit the search to specific application statuses, enter the application statuses, separated by commas, or blank for all application statuses. Since this field is two characters wide, you should always enter two characters between commas including a blank if necessary. For example, to search for 5 and 99, the entry would be: 5 ,99 (NOT 5,99).
APPLICATION DATE CRITERIA:
5. Enter the earliest application date to limit the search. Only applications on or after this date will be included in the list. A blank will search through all applications, regardless of date.

72.10 Batch File Purge (P00PURGE)

Processing Option	Processing Options Requiring Further Description
SAVE PURGED RECORDS:
1. Enter a '1' to save the purged records to a special purge library. (Default of blanks will NOT save any purged records.)
REORGANIZE FILE:
2. Enter a '1' to reorganize the purged file. (Default of blanks will NOT reorganize the file.)

72.11 Extended Employee - Termination/Rehire (P060161)

Processing Option	Processing Options Requiring Further Description
1. Enter the candidate requisition status, with a status of type 'DET', for the system to use when you terminate an employee. This will detach the employee from all reqs that the employee has a candidate requisition status type of 'FIL'. (The candidate requisition status type is defined in the special handling code of the user defined code 08/CN)
2. Enter the default value for Requisition Status when an employee is terminated and a requisition is created. (F1 for valid values)
3. Enter a '1' to have the termination date default into the date pay stops field. Leave this blank if the termination date should not default into the date pay stops field. Note: If FSA claims are being used, leave this field blank so that the employee will not have a date in the date pay stops field and will still be included in the payroll.

72.12 Create FCPCS Workfile (P08022)

Processing Option	Processing Options Requiring Further Description
1. Enter a '1' if you would like the last and first name of the employee copied to the workfile. A default of blank will not copy name information to the workfile.
2. Enter the Category Code Data Item Name that maps between business units and divisions when defining business units in P0006A.

72.13 Download FCPCS Workfile to PC (P08023)

Processing Option	Processing Options Requiring Further Description
1. Enter the PC drive letter assigned to the AS400 through Client Access where file folders exist.
2. Enter the full pathname (including drive letter) where the file will be copied onto the PC. Path must already exist, or error will occur.
3. Enter the file name that you would like the data copied into. If a file already exists with the same name, it will be overwritten.

72.14 Employee Master Labels (P080414)

Processing Option	Processing Options Requiring Further Description
1. Enter the report type. (1,2,3,4) All report types print name and address. Report types 2, 3, and 4 print additional information: 2 - Address number 3 - Phone number 4 - Address number and phone number

72.15 Employee Master Labels - Laser (P08041L)

Processing Option	Processing Options Requiring Further Description
1. Enter the report type. (1,2,3,4) All report types print name and address. Report types 2, 3, and 4 print additional information: 2 - Address number 3 - Phone number 4 - Address number and phone number

72.16 Employee Profile - Alphabetical Sequence (P080410)

Processing Option	Processing Options Requiring Further Description
1. Enter a '1' to bypass printing text information on the report. (Default of blank will print the text.)
2. Enter a '1' if you wish to bypass printing the employee's salary information. (Default of blank will print the information.)
3. Enter a '1' if you wish to bypass printing the Social Security number. (Default of blank will print the number.)

72.17 Employee Info by Data Type - Alpha Seq (P080400)

Processing Option	Processing Options Requiring Further Description
1. Enter '1' to bypass printing text information on the report.

72.18 EEO-4 Report (P068514A)

Processing Option

Processing Options Requiring Further Description

1. Please enter starting salary for each salary range below. Enter real dollars, i.e., 8000 instead of 8,000 or 8.0. Beginning Salary for Range 1 " Range 2 " Range 3 " Range 4 " Range 5 " Range 6 " Range 7 " Range 8 2. Enter Beginning Date of Report Period Enter Ending Date. 3. Enter address book number of jurisdiction being reported. 4. Enter Jurisdiction Control Number. 5. Enter the Employment Status Code(s) to identify full time employees. (Enclose in quotes and separate with a space. Ex: ' ' '1' '2') 6. Enter the data item for the payroll category code (ex. P001 - P020) that contains the employee's function code 7. Enter address book number of EE0-4 Contact Person. 8. Enter address book number of Company EE0-4 Contact Person reports to. 9. Enter address book number of Certifying Official.

72.19 EEO-1 Employment Data (P068515)

Processing Option	Processing Options Requiring Further Description
1. Enter the Beginning and Ending Date for the Pay Period being reported. Pay Period Beginning Date Pay Period Ending Date
2. Enter the number representing the type of report to be created. Single Establishment - '1' Consolidated Worksheet - '2' Headquarters Report - '3' Individual Est. - '4'
3. Enter the number of establishments covered by this report if option number 2 is = '2'.
4. Enter the Parent Company Number with the leading zeros, i.e. 00001.
5. Enter the Establishment Address Book Number for this report. Leave blank if same as option number 4.
6. Enter a '1' if the company employs 100 people or more.
7. Enter '1' if affiliated with another company in a venture that employs 100 or more people.
8. Enter '1' if Gov't Contracts are involved as in Section C question number 3.
9. If '1' is entered for option number 8, then enter the 9 digit Dunn and Bradstreet ID number.
10. Enter the Certifying Official's Employee Number.
11. Enter the Contact Person's Employee Number.
Enter the Contact Person's Phone Extension number.
13. Enter the Company number assigned to the company by the EEOC.
14. Enter the Unit number assigned to the company by the EEOC.
15. Enter '1' if this company employs apprentices.
16. Enter a brief description of your company's major business activity. (The description should include whether the business activity involves manufacturing, retail or wholesale trade, services etc.)
17. Enter a Y if you would like the F05850 file to be updated. (Default is ' ', no update)

72.20 EEO Staff Utilization Report (P068900)

Processing Option	Processing Options Requiring Further Description
1. Enter From date:
2. Enter To date:
3. Enter non-ethnic code: 4. To select only one business unit, enter the business unit number. (It must be right adjusted in the first twelve characters.) Leave blank to print all business units.

72.21 Workforce Analysis by B.U. & Company (P080435)

Processing Option	Processing Options Requiring Further Description
1. Enter a '1' to count white females as non-ethnic employees. Default of blank will include these employees and all others with non-white EEO Ethnic Groups in the Total Minority Employees figure.
2. Enter a '1' to retrieve job descriptions from the UDC tables. A 'Blank' will retrieve the job descriptions from the job master file. Generally, the UDC table will be used by those not using the JD Edwards World human resources system.