Workers' Compensation Rate Copy

3 How-to

1. Click HUMAN RESOURCES.

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

3. Click SETUP.

4. Click Import Assignment from Sal Neg Plans under Initial Plan Setup. Either double-click your selection, or follow it by clicking RUN. The Select Plan to Import From screen opens:

5. Select one of the Available Plans for Import.

6. Click SEL. PARAMS to select plan parameters. This opens the Current Selection Parameters screen.

7. Click OK to accept all of the settings in this parameters screen. Changes may also be made to any of the following parameters:

8. 1. Code Types

      Select the 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. 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.

   4. Click OK to accept any parameters changes.

8. Default processing options are checked. If desired, remove checks from one or more options.

   1. If  Position Already Exists Do Not Create a New One: Click to view "What Constitutes a Duplicate Position Control Record?"

   2. If Assignment Already Exists Do Not Create a New One: Click to view "What Constitutes a Duplicate Assignment Record?"

   3. Process Positions With Blank Descriptions (in addition to those selected.)

   4. Process Positions With Blank Assignments (in addition to those selected.)

   5. Process Blank Job Types (in addition to those selected.)

   6. Clear Pay Frequency Override Field.

9. Choose from the list of Selected Job Types or click SELECT JOB TYPES to select more than one type.

   1. Select Available Job Types and click ADD or ADD ALL to move them to the Selected Job Types category. (REMOVE or REM. ALL removes the selections.)

   2. Click OK to save the settings or CANCEL to exit this screen.

10. Click RUN to import a plan or CANCEL to exit.

11. The Output Destination screen opens, allowing you to create a report verifying details of the imported plan.

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

    2. Click OK to create the report.

Printer Options:

1. 4. • How to Print a Report

      • How to Create an ASCII File          

12. Import the employees listed in the report and the worker's compensation rates by doing the following:

13. 1. Click YES in answer to the message box question "Would you like to continue with the import process?"

    2. Click YES in answer to the message box question "Do you wish to copy workers' compensation rates along with these assignments?"

    3. Click OK when the message "Import process for selected parameters complete" message appears.

Page Updated 9/03

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