Position units of pay

Security

A unit of pay is the basis of a pay rate. For example, if the unit of pay is "Hourly", the corresponding pay rate would be the amount of hourly wages. Units of pay are used in pay calculations. You can set pay ranges for units of pay on pay grades.

Units of Pay Listing

Purpose

The Units of Pay Listing provides a list of the units of pay defined in Human Resources.

Content

For each unit of pay code included on the report, the listing shows:

description.

In addition, you can include one or more of the following:

timestamps
memos
custom fields.

The following total appears on the report:

record count.

Print the report

In the Navigation pane, highlight the Payroll/Human Resources > Setup > Position Units of Pay folder.
Start the report set-up wizard.
- To report on all or a filtered subset of units of pay:
  1. Right-click the Position Units of Pay folder and select Select and Report > Units of Pay Listing from the shortcut menu.
  2. On the Selection tab, define any filters to apply to the data.
- To report on specifically selected units of pay:
  1. In the HD view, select the units of pay to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
  2. Click .
- To report on a particular unit of pay from the Unit of Pay window:
  1. In the HD view, locate and double-click the unit of pay to report on. The Unit of Pay window opens with the unit of pay loaded.
  2. Click .
Select the Options tab.
Mark the checkbox(es) for the additional information to include:
- Timestamps
- Memos
- Custom Fields (only visible if custom fields are set up)
Select the Output tab.
In the Design field, look up and select the report design to use.

In the toolbar, click the icon for the type of output you want:

- Provides access to two preview options.
- Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
- Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
- Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
- Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

Units of pay

Unit of Pay Record ID

Code

A unique code for the unit of pay.

Unit of Pay tab

Description

A description of the unit of pay.

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Employees tab

The Employees pane shows the Employees HD view filtered to show all employees the selected unit of pay is assigned to.

Double-click a row in the pane to drill down to its record in the Employee window.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.

Common accesses available on units of pay

Access	A user with this access can...
Change	Use the mass change action on units of pay.
Custom Fields	Create and edit custom fields for units of pay.
Data	Have read-only access to units of pay from anywhere in the software (e.g., field validations, filters, date expressions).
Delete	Delete units of pay.
Edit	Edit unit of pay records.
Export	Export unit of pay records from ActivityHD.
Import	Import unit of pay records into ActivityHD.
New	Create new unit of pay records.
Read	Have read-only access to unit of pay records.
Report	Run reports with unit of pay information.
Report Designs	Create and edit report designs with unit of pay information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers	Create and edit action profiles and report profiles related to units of pay.
Shared Filters	Create and edit shared filters on units of pay.
Visible	View the Units of Pay folder in the Navigation pane.

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