HR511 - Employee Conversion Run HR511 (Employee Conversion) - to convert employee data from a non-Lawson system into HR11.1 (Employee) in the Lawson Human Resources system, and - to convert current Level 2 through Level 5 position and job records into PA13.1 (Multiple Positions, Jobs). Current records are records that do not have an end date. This program takes fields from a comma-separated value (CSV) file and updates the associated employee files as if the employee was added on HR11.1 and PA13.1. Use the Add function in the CSV file only for initial employee creation. If an employee record already exists with the same employee number, the system overrides the original employee record. Use the Change function in the CSV file to update existing employee data, such as deductions, benefits, personnel actions, and so on, with data from a non-Lawson system. The program loads all employee fields found in HR11.1 and PA13.1 and performs all the edits of HR11.1 and PA13.1. If the record has errors, an error message prints on the report. The program allows creation of one automatic deposit account to be used as the default ACH record. Minimum Required Fields -- - Function Code - Company - Employee Last Name - Employee First Name - Employee Number (The Employee Number is required if the Auto Employee Flag is set to No. The Auto Employee Flag is set in HR00.1 (Company). Workfile name: Emploadcsv Notes for using Effective Dates ------------------------------- The PEP-EFFECT-DATE determines when a position or job takes effect. The PEP-EFFECT DATE is always used--even if you do not use formal positions. You can view the effective date on HR11.1 (Employee). The Personnel Administration system uses the HR511 PEP-EFFECT-DATE field to determine: - Whether the position is active. If a position is being converted, the position needs to be an active position in the Position (PAPOSITION) file as of this effective date. You can use PA02.1 (Position) to determine whether a position is active. - Whether the corresponding schedule, grade, and/or step, if being converted, exist as of the effective date. If a schedule, grade and/or step are being converted, then the corresponding record needs to exist as of this effective date. You can use PA95.1 (Grade Range Schedule) or PR16.1 (Step and Grade Schedule) to determine the effective date of the grade range schedule and step and grade schedule. - Whether a pay plan in the Overtime Pay Plan (PROVERTIME) file exists as of the effective date. If pay plan is being converted, a record must exist as of this effective date. You can view the pay plan date in PR21.1 (Pay Plan). - Whether it is appropriate for an employee with a payment status of NN (No Pay/No Benefits) or NB (No Pay/Benefits) to have time records. If employees payment status changes to NN or NB, and time records exist with a date after than effective date, then an error will occur. You can view an employees payment status on HR11.1 (Employee). The HR511 PEP-EFFECT-DATE field also updates the following: 1. The Employee Multiple Pos, Jobs (PAEMPPOS) file. If you use the Personnel Administration system, the this file is used, even if you do not use formal positions. You can view information from the PAEMPOS file in PA13.1 (Multiple Positions, Jobs). When records are created in the PAEMPPOS file the following occur: - If the most recent PAEMPOS date is earlier than the PEP-EFFECT-DATE, then a new PAEMPOS record with this EFFECT-DATE is created. An end date (PEP-EFFECT-DATE minus 1) is calculated and written to the prior PAEMPOS record. - If the most recent PAEMPOS date has the same date as the PEP-EFFECT-DATE, then PAEMPOS record is changed. - If most recent PAEMPOS date is later than the PEP-EFFECT-DATE, then that PAEMPOS record is changed and a retroactive PAEMPOS audit record is created. In addition, if a pay step is used, the Personnel Administration system uses PEP-EFFECT-DATE to retrieve the correct pay rate and update the PAEMPOS file. 2. The HR History (HRHISTORY) file. The HRHISTORY EFFECT-DATE field is updated for any fields logged to history. History is logged if you select Yes in the Update History field of HR511 and if you selected Yes in the History fields of HR10.1 (Data Item Attributes). You can view the HRHISTORY-EFFECT DATE on PA54.1 (Employee History Correction) or by using the Drill Around feature. 3. The Employee Payrate History (PRRATEHIST) file. The PRRATEHIST EFFECT-DATE is updated if pay rate is logged to history. History is logged if you select Yes in the Update History field of HR511 and if you selected Yes in the History fields of HR10.1 (Data Item Attributes). You can view the HRHISTORY-EFFECT DATE on PA54.1 (Employee History Correction) or by using the Drill Around feature. 4. The deduction start date if required deductions are created. The PEP-EFFECT-DATE is used as the start date for the deduction. You can view the deduction start date on PR14.1 (Employee Deduction). 5. The Benefit Changes (BNCHANGE) file. If employee group membership changes, then the PEP-EFFECT-DATE is written to the Benefit Changes (BNCHANGE) file. You can view benefit changes in BN32.1 (Employee Benefit Changes). Updated Files BNCHANGE - BNGRPCHG - CKPOINT - EMDEDMASTR - EMPLOYEE - EMTAMASTR - HRHISTORY - HRSUPER - PAASSIGNED - PAEMPAPP - PAEMPLOYEE - PAEMPPOS - PAPEPAUDIT - PAPOSCHG - PATHFIND - PAYMASTR - PERSACTDTL - PERSACTHST - PERSACTION - PERSGROUP - PGEMPLOYEE - PRSYSTEM - PRTAXGRP - STANDTIME - TIMERECORD - Referenced Files ACACCTCAT - BENEFIT - CUCODES - DEDCODE - DEPTCODE - EMDEPEND - EMPCODES - EMPFLEXDOL - EMSTATUS - GLINTCO - HISTERR - HRCTRYCODE - HREMPUSF - HRHISTORY - HRSECLEV - INSTCTRYCD - JOBCODE - ONETMDED - PABUDGET - PADICT - PADICT2 - PAINSTRUCT - PAPOSITION - PAPOSRULE - PASCRTY - PAYDEDUCTN - PCODES - PGSELECT - PLAN - PLANMASTER - PREMDEDHST - PROVERTIME - PRQUALIFY - PRRATEHIST - PRRATES - PRSAGDTL - PRSAGHEAD - PRSTATE - PRTAXAUTH - PRTAXGRP - PRTAXLEVY - REQCODE - INVOKED Programs ACAC IFCR IFSG IFCU HRFN HRHI HRLO IFAC IFAU SLSE SLSU IFCC IFOB |