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Account Mass Processing

Use this process to mass change accounts, the percentage breakdown of accounts, or the dimensions of accounts.  

 

  1. Click HUMAN RESOURCES.

  2. Click SALARY NEGOTIATIONS to open the Salary Negotiations Main Screen.

  3. With the Main tab open, click UTILITIES.

  1. Select Account Mass Processing under Plan Utilities. Either double-click your selection, or follow it by clicking RUN. The Account Mass Processing screen opens.

  2. Select either Mass Change Account and Percent Data or Mass Change Account Dimensions.

Mass Change Account and Percent Data

  1. Select the positions and/or assignments to include in the mass change process.

    1. Enter a Start date and End date. Either enter new values or use the default value of all dates.

    2. Select  (at the far right) to include positions or to include assignments in mass changes. (The default value is to include assignments, but you may also include positions.)

  3. Either click SELECT ALL (at far right) to include all positions and/or assignments or select from any of the following eight categories:

  1. Programs:

      • Click All Program(s) to include all available programs. Click Incl Blank Program(s) to select any blank programs that might exist.

    -- or --

      • Click SELECT PROGRAM(S) to select individual programs from the list.

        1. Select from the Available Program list and click ADD to move them into the Selected Program list. (Click ADD ALL to add all programs or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one program at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Selected Descriptions display.

  2. Activities:

      • Click All Activity(s) to include all available programs. Click Incl Blank Activity(s) to select any blank activities that might exist.

    -- or --

      1. Click SELECT ACTIVITY(S) to select individual activities from the list.

        1. Select from the Available Activity list and click ADD to move them into the Selected Activity list. (Click ADD ALL to add all activities or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one activity at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Selected Descriptions display.

  3. Buildings:

      • Click All Buildings to include all available buildings. Click Include Blank Buildings to select any blank buildings that might exist.

    -- or --

      • Click SELECT BUILDINGS to select individual buildings from the list.

        1. Select from the Available Buildings list and click ADD to move them into the Selected Buildings list. (Click ADD ALL to add all buildings or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one building at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Building display.

  4. Groups:

      • Click All Groups to include all available groups. Click Include Blank Groups to select any blank groups that might exist.

    -- or --

      1. Click SELECT GROUPS to select individual buildings from the list.

        1. Select from the Available Groups list and click ADD to move them into the Selected Groups list. (Click ADD ALL to add all groups or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one group at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Group display.

  5. Matrixes:

      • Click All Matrixes to include all available groups. Click Include Blank Matrixes to select any blank matrixes that might exist.

    -- or --

      1. Click SELECT MATRIXES to select individual matrixes from the list.

        1. Select from the Available Matrix list and click ADD to move them into the Selected Matrix list. (Click ADD ALL to add all matrixes or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one matrix at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Matrix display.

  6. Calendars:

      • Click All Calendars to include all available calendars. Click Include Blank Calendars to select any blank matrixes that might exist.

    -- or --

      1. Click SELECT CALENDARS to select individual matrixes from the list.

        1. Select from the Available Calendars list and click ADD to move them into the Selected Calendars list. (Click ADD ALL to add all calendars or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one calendar at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Calendar display.

  7. Departments:

      • Click All Departments to include all available departments. Click Include Blank Departments to select any blank departments that might exist.

    -- or --

      1. Click SELECT DEPARTMENTS to select individual departments from the list.

        1. Select from the Available Departments list and click ADD to move them into the Selected Departments list. (Click ADD ALL to add all departments or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one department at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Departments display.

  8. Job Types:

      • Click All Job Types to include all available job types. Click Include Blank Job Types to select any blank job types that might exist.

    -- or --

      1. Click SELECT DEPARTMENTS to select individual departments from the list.

        1. Select from the Available Departments list and click ADD to move them into the Selected Departments list. (Click ADD ALL to add all departments or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one department at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Departments display.

  1. Click CONTINUE to save all of your selections, RESET to restore the screen to your original session values, CLEAR to start over, or CLOSE to exit without making any selections. This opens the Mass Change Account and Percent Data screen.

  2. Click +ADD for Old Account Data to open the Range Filter Parameters screen. The Low Acct and High Acct range values are displayed.

    1. Account Type: The type of account is checked.

    2. Group: The default value is zz-zz-zzzz for all groups. Click GROUP if you want to change this.

    3. Category: the default value is zzzzzzzz for all categories. You may change this.

    4. Status: Select Active or Inactive accounts or the default value of Both.

    5. One at a time, click inside the Low Acct and High Acct fields. (You may use ranges to select multiple accounts or enter the same value in each field to select just one account.)

      1. Set Low and High dimensions for each part of the account range.

      2. Click OK.

    7. If desired, click either INCLUDE FILTER or EXCLUDE FILTER to specify an account or range of accounts to include or exclude.

      1. Click +ADD in the Range Builder screen.

      2. Select an account type from Range Fields.

      3. Enter Low and High range values.

      4. Click OK to show your selections in the Range display. (Repeat this process if needed.)

      5. Click OK to accept your entries or CANCEL to exit.

    8. Click OK to use these range parameters. This opens the Old Account Data Range Set Maintenance screen.

    9. Use the +ADD, EDIT, and DELETE buttons if further changes are needed.

    10. Percent of Range Set: Enter a percent value for each range set.

  4. Click OK to open the New Account Data Range Set Maintenance screen.

    1. Account Change Options: The default value is Change to new account, through you may choose to keep or delete it.

      1. To change the account, enter the account in the Account number entry screen and click OK.

      2. Make additional changes in the Account Number Selection Screen and click SELECT.

    3. Percent Change Options: Enter a new value in the Change to new percent field or click Keep existing percent.

  6. Click OK to return to the Mass Change Account and Percent Data screen.

  7. Use the +ADD, EDIT, and DELETE buttons to make additional changes, one Range Set at a time, to the New Account Data. The total for the range sets must equal 100%.

  8. Click RUN to continue with the mass change process. This opens the Output Destination screen:

    1. Select an Output and Printer from the listed options.

    2. Click OK to create the report, which may be printed or viewed on screen.

  10. Click RUN a second time to make the mass changes.

  11. Click CLOSE repeatedly to close all of the process screens and return to the Salary Negotiations Main Screen.

Mass Change Account Dimensions

  1. Select the positions and/or assignments to include in the mass change process.

    1. Enter a Start date and End date. Either enter new values or use the default value of all dates.

    2. Select  (at the far right) to include positions or to include assignments in mass changes. (The default value is to include assignments, but you may also include positions.)

  3. Either click SELECT ALL (at far right) to include all positions and/or assignments or select from any of the following eight categories:

  1. Programs:

      • Click All Program(s) to include all available programs. Click Incl Blank Program(s) to select any blank programs that might exist.

    -- or --

      • Click SELECT PROGRAM(S) to select individual programs from the list.

        1. Select from the Available Program list and click ADD to move them into the Selected Program list. (Click ADD ALL to add all programs or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one program at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Selected Descriptions display.

  2. Activities:

      • Click All Activity(s) to include all available programs. Click Incl Blank Activity(s) to select any blank activities that might exist.

    -- or --

      1. Click SELECT ACTIVITY(S) to select individual activities from the list.

        1. Select from the Available Activity list and click ADD to move them into the Selected Activity list. (Click ADD ALL to add all activities or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one activity at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Selected Descriptions display.

  3. Buildings:

      • Click All Buildings to include all available buildings. Click Include Blank Buildings to select any blank buildings that might exist.

    -- or --

      • Click SELECT BUILDINGS to select individual buildings from the list.

        1. Select from the Available Buildings list and click ADD to move them into the Selected Buildings list. (Click ADD ALL to add all buildings or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one building at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Building display.

  4. Groups:

      • Click All Groups to include all available groups. Click Include Blank Groups to select any blank groups that might exist.

    -- or --

      1. Click SELECT GROUPS to select individual buildings from the list.

        1. Select from the Available Groups list and click ADD to move them into the Selected Groups list. (Click ADD ALL to add all groups or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one group at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Group display.

  5. Matrixes:

      • Click All Matrixes to include all available groups. Click Include Blank Matrixes to select any blank matrixes that might exist.

    -- or --

      1. Click SELECT MATRIXES to select individual matrixes from the list.

        1. Select from the Available Matrix list and click ADD to move them into the Selected Matrix list. (Click ADD ALL to add all matrixes or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one matrix at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Matrix display.

  6. Calendars:

      • Click All Calendars to include all available calendars. Click Include Blank Calendars to select any blank matrixes that might exist.

    -- or --

      1. Click SELECT CALENDARS to select individual matrixes from the list.

        1. Select from the Available Calendars list and click ADD to move them into the Selected Calendars list. (Click ADD ALL to add all calendars or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one calendar at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Calendar display.

  7. Departments:

      • Click All Departments to include all available departments. Click Include Blank Departments to select any blank departments that might exist.

    -- or --

      1. Click SELECT DEPARTMENTS to select individual departments from the list.

        1. Select from the Available Departments list and click ADD to move them into the Selected Departments list. (Click ADD ALL to add all departments or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one department at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Departments display.

  8. Job Types:

      • Click All Job Types to include all available job types. Click Include Blank Job Types to select any blank job types that might exist.

    -- or --

      1. Click SELECT DEPARTMENTS to select individual departments from the list.

        1. Select from the Available Departments list and click ADD to move them into the Selected Departments list. (Click ADD ALL to add all departments or REMOVE or REM. ALL to remove your selections.)

        2. Use the Ctrl key on your keyboard to select more than one department at a time.

        3. Click OK to save settings or CANCEL to exit this screen. Your selections appear in the Departments display.

  1. Click CONTINUE to save all of your selections, RESET to restore the screen to your original session values, CLEAR to start over, or CLOSE to exit without making any selections. This opens the Mass Change Account Dimensions screen.

    1. Click FILTER to specify an account or range of accounts to include or exclude.

      1. One at a time, click inside the Low Acct and High Acct fields. (You may use ranges to select multiple accounts or enter the same value in each field to select just one account.)

      2. Set Low and High dimensions for each part of the account range.

      3. Click OK.

      4. If desired, click either INCLUDE FILTER or EXCLUDE FILTER to specify an account or range of accounts to include or exclude.

        1. Click +ADD in the Range Filter Parameters screen.

        2. Select an account type from Range Fields.

        3. Enter Low and High range values.

        4. Click OK to show your selections in the Range display. (Click +ADD & AGAIN to do this repeatedly.)

        5. Click OK to accept your entries or CANCEL to exit.

    3. Click in the New Account field and create the account parameters in the New Account Dimension Maintenance screen. Click OK when you are finished.

  3. Click RUN to continue with the mass change process. This opens the Output Destination screen:

    1. Select an Output and Printer from the listed options.

    2. Click OK to create the report, which may be printed or viewed on screen.

    3. Close or save the report when you have finished reviewing the changes.

  5. Click YES in answer to the Continue with Mass Change? message or NO to return to the Mass Change Account Dimensions screen.

  6. Click OK in answer to the Mass Change Complete message.

  7. Click CLOSE repeatedly to close all of the process screens and return to the Salary Negotiations Main Screen.

Page Updated 2/06

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