Benefit Mass Processing

2 Mass Processing Benefits

1. Click HUMAN RESOURCES.

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

3. Select a Benefit Group. Either select from the menu or click DED/BEN GROUP, make a selection, and click SELECT.

4. With the Main tab open, click UTILITIES.

Benefits Selection

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

6. 1. Select from the Available Benefits list for the Benefits Group and click ADD to move them into the Selected Benefits list. (Click ADD ALL to add all programs or REMOVE or REM. ALL to remove your selections. You may also hold down the Shift or Ctrl keys to select multiple benefits.)

   2. Highlight benefits, one at a time, in the Selected Benefits display and click SEL. PARAMS. to open the Current Selection Parameters screen.

6. Click OK to accept all parameters. Changes may also be made to any of the following parameters:

7. 1. Code Types

      Select a Code Type:

      1. All: the default setting

      2. Select: Select specific codes:

      3. 1. Select Available Codes.

         2. Click ADD or ADD ALL to move codes into Selected Codes category. (REMOVE or REM. ALL removes selections.)

         3. Click OK to accept settings or CANCEL to exit this screen.

   2. Employees

      Select employees either by range or individually:

      1. Employee Range: Enter a Low and High range of employees. (The default blank Low and "z" High range selects all employees.)

      2. Individual Employees:

      6. 1. Click IND. EMPL. to select individual employees.

         2. Select Available Employees and click ADD to move to Selected Employees category. (REMOVE or REM. ALL removes selections.)

         3. Click OK to save settings or CANCEL to exit this screen.

   3. Addt'l Params

      • Include, exclude (the default setting), or process alone inactive profiles.

   4. Optional selections

      • Click OPTIONS to set optional report options:

      • • Report: Create a report of selected parameters.

        • Clone Parameter Sets: with the option to apply the settings to individual employees.

        • Where Used: shows any reports using the selected parameters. Changing these parameters will affect each report listed.

      • Click SAVE to save parameter sets for future use.

      • Click LOAD to load an existing parameter set.

      • Click RESET to return all parameters to default values.

      • Click CLOSE to exit this screen.

7. Click OK to accept any parameter changes. (Click RESET to remove selected settings or CLOSE to exit.)

Processing Options

8. Highlight benefits, one at a time, in the Selected Benefits display and select one of the four Process Actions:

9. 1. Edit Benefit Amount (the default option):

      1. Update Options: Select from Amount, Percent, or Replace.

      2.  Enter a value in the Change box to the right of the option.

      3. Apply the changes to assignments in one of the following ways:

      1. • : Remove the check to apply changes to all assignment records.

         • : Check this option and enter a value. This applies the changes only to those records with this old amount. (The original value is 3 in this Old Amount example.)

      4. Click RUN to apply your changes.

      5. Click OK in answer to the Process Complete message.

   2. Add Benefit:

      1. Enter an amount in the Benefit Amount box.

      2. Click RUN to mass add that benefit.

      3. Click OK in answer to the Process Complete message.

   3. Delete Benefit:

      1. Click RUN to mass delete that benefit.

      2. Click OK in answer to the Process Complete message.

   4. Benefit FTE options:

   5. • Replace Benefit FTE:

        1. Enter a Replacement Amount.

        2. Enter a and to change all records between those selected parameters.

        3. Click RUN to replace the Benefit FTE between those selected parameters.

        4. Click OK in answer to the Process Complete message.

      • Copy Assignment FTE to Benefit FTE:

        1. Click RUNto copy FTE values.

        2. Click OK in answer to the Process Complete message.

      • Recalculate Benefit FTE Based on:

        1. Enter benefit hours per year.

        2. Click RUN to make this recalculation.

        3. Click OK in answer to the Process Complete message.

Page Updated 2/06

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