Validate Initial Setup

Use the HCM UK TPS Generic Setup Diagnostics Report to analyse your setup at PSU level.

You run this report by PSU and effective date (required parameters). The following checks are performed:

Validation Type Validation Description
Organization model Lists organization structures that have the following TPS-specific identifiers recorded:
  • Local Authority Number (PSU, legal employers, and reporting establishments).
  • MAT or Payroll Provider Number (PSU and legal employers).
  • Establishment Number (reporting establishments).

Checks the format of each identifier:

  • Local Authority Number – 3 numbers
  • MAT or Payroll Provider Number – 750 or 751, followed by a forward slash and 4 numbers, for example, 750/1234
  • Establishment Number – 4 numbers
Pension Scheme Elements Warns you if no main qualifying pension scheme elements or additional contribution type elements exist. Or lists the elements that do exist.
Element Eligibility Lists the main qualifying pension scheme elements or additional contribution type elements that have no element eligibility specified.
Calculation Value Definitions Indicates if user-defined values exist for the following predefined calculation value definitions:
  • TPS Employee Pension Rate Tier
  • TPS Employee Pension Rates
  • TPS Employer Pension Rates
  • TPS Pensionable Annual Salary Minimum and Maximum
Annual Full-Time Salary Shows the rate definition contributors to these predefined rate definitions:
  • Annual Full-Time Equivalent Salary
  • Annual Full-Time Non-Prorated Allowances
Balance Feeds
  • Warns you if no user-defined balance feeds exist for the following balances:
  • <Element Name> Permanent Pensionable Pay
  • <Element Name> Assumed Pensionable Pay
  • <Element Name> Eligible Compensation
  • <Element Name> Final Pensionable Pay
  • Non-Pensionable Overtime TPS
  • Non-Pensionable Overtime TPS Retroactive
  • Additional Pension Payments TPS
  • Additional Pension Payments TPS Retroactive
  • Pensionable Additional Hours TPS
  • Pensionable Additional Hours TPS Retroactive
  • Non-Pensionable Absence Payment TPS

Or lists the balance feeds that do exist.

Absence Types Warns you if no absence types exist for the following legislative grouping codes:
  • UK Adoption
  • UK Break in Service
  • UK Maternity
  • UK Paternity Adoption
  • UK Paternity Birth
  • UK Shared Parental Leave Adoption
  • UK Shared Parental Leave Birth
  • UK Sickness
  • UK Special Unpaid Leave
  • UK Unauthorised Unpaid Absence
  • UK Unpaid Industrial Action
  • UK Unpaid Leave

Or lists the absence types that do exist.

Extended Lookups

Warns you if no extended lookup mappings exist for the following lookup types:

  • Assignment Category
  • Pension Joining Method lookup

Or lists the mappings that do exist.

Pay Award Action Reason Mapping Lists the action types that are mapped to the predefined Pay Award action reason.