Mass Change Benefit FTE

Overview

The Mass Change Benefit FTE utility is for updating assignment benefit FTEs to a new value.  Three options are available for processing assignments tied to the selected plan:

• Replace Benefit FTE: Assign the entered benefit FTE value to all selected assignments.

• Copy Assignment FTE to Benefit FTE: Replace the benefit FTE with the assignment FTE on all selected assignments.

• Recalculate Benefit FTE Based on: Update the benefit FTE of the selected assignments to the assignment based on total hours and minutes divided by the entered hours per year.

Mass Change Benefit FTE

1. Click HUMAN RESOURCES.

2. Click EMP MGMT to open the Employee Management Main Screen.

3. Click UTILITIES.

4. Click Mass Change Benefit FTE. Either double-click your selection, or follow it by clicking RUN. The Mass Change Benefit FTE screen opens:

5. Select one of the following Mass Change Options:

6. 1. Replace Benefit FTE. Assign the entered benefit FTE value to all selected assignments.

   2. 1. Enter a New Benefit FTE value.

      2. Select parameters for the records to be changed in one or both of the following ways:

      3. • Enter a Low FTE and High FTE or keep the existing parameters of all FTE values.

         • Click SEL. PARAMS. (See directions in step 6.)

   2. Copy Asn FTE to Benefit FTE: Replace the benefit FTE with the assignment FTE on all selected assignments.

   3. 1. Click SEL. PARAMS. (See directions in step 6.)

   3. Recalc Ben FTE based on: Update the benefit FTE of the selected assignments to the assignment based on total hours and minutes divided by the entered hours per year.

   4. 1. Enter the Hrs/Year, the total number of hours per year for the assignments you select.

      2. Click SEL. PARAMS. (See directions in step 6.)

6. Click to open the Current Selection Parameters screen:

7. 1. Click OK to accept all of the settings in this parameters screen.

   2. Changes may also be made to any of the following parameters:

   3. 1. Code Types

         Select the Code Type:

         1. Select a Code Type.

         2. For each code type, either keep the default setting of All or click Select or EDIT to choose specific codes.

         2. Select specific code types:

         3. 1. Click either Select or EDIT.

            2. Select one or more codes from the Available Codes display.

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

            4. 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. 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 RUN to create mass changes based on your selected parameters.

8. The Output Destination screen opens:

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

   2. Click OK to create the report.

9. Review the changes contained in the report.

10. Close or save the report when you are finished.

11. Click YES in answer to the "Continue with update process?" message or NO to exit without making changes.

12. Click OK in answer to the "Process complete" message.

Page Updated 4/06

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