Segments

Security

ActivityHD has five built-in segments: Type, Pay, Deduction, Tax, and Statistic. These built-in segments cannot be deleted. Every segment, except the Type segment, belongs to a segment item. For instance, the Deduction segment belongs to the Ded segment item in the Type segment (Type:Ded). PRCodes are built from segments by choosing a segment item from the top-level segment and then a segment item from the first segment item's dependent segment and so on down to the rightmost segment.

You can create new segments for your PRCode structure as you need them. You can nest dependent segments with their associated segment items as deeply as needed.

One way to think of segments is as decision points, starting with more general decisions and moving to more specific decisions. Reduce the decision points to the fewest possible to arrive at the information you need. The segment items are the options available for each decision. If a decision point has only one option, no segment is needed for that decision point.

Example

Define only as many segments as you need. Ask yourself what the minimum information is to determine the pay amount, deduction, tax, or statistic.

In the illustration below, in order to determine an employee's health insurance premium, the company needs to know the PRCode type, the type of deduction, the insurance carrier, and the type of coverage. As a result, the Carrier and Coverage segments need to be defined (Type and Deduction are built in) and segment items need to be defined for Deduction, Carrier, and Coverage. If the company had only one health insurance carrier, it would not need to define the Carrier segment.

Create a segment

Activate a segment

Deactivate a segment

PRCode Segments Listing

Purpose

The PRCode Segments Listing provides a list of the PRCode segments defined in Payroll.

Content

For each PRCode segment included on the report, the listing shows:

segment name
plural name
segment description
parent segment
parent segment item
segment type
whether the segment is active
display order.

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 > Segments folder.
Start the report set-up wizard.
- To report on all or a filtered subset of segments:
  1. Right-click the Segments folder and select Select and Report > PRCode Segments Listing from the shortcut menu.
  2. On the Selection tab, define any filters to apply to the data.
- To report on specifically selected segments:
  1. In the HD view, select the segments to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
  2. Click .
- To report on a particular segment from the Segment window:
  1. In the HD view, locate and double-click the segment to report on. The Segment window opens with the segment 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 Sorting tab.
In the Available Sort Options list box, highlight the field(s) to sort the report by, then click to move your selection(s) to the Assigned Sort Options list box.
If you selected multiple sort fields, use and to arrange the sort fields in the order you want them applied.
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:

Segments

Segment Record ID

Name

A unique name for the segment. This field is disabled for built-in segments.

Description

A description of the segment. This field is disabled for built-in segments.

Segment tab

Plural Name

The plural form of the segment name.

Display Order

The position of the segment in relation to its fellow dependent segments if the parent segment has multiple dependent segments. When setting up a PRCode, you start with the first dependent segment and all its dependencies, followed by the second segment, and so on.

Parent Item

Enter the parent segment item of the segment. This field is disabled after you save the segment.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

Active?

Displays "Yes" if this segment is currently activated; "No", otherwise. A segment must be activated before you can use it.

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.

Segment Items tab

The Segment Items pane shows the Segment Items HD view filtered to show all segment items associated with the selected segment.

Double-click a row in the pane to drill down to its record in the Segment Item 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.

Segment	Description	Parent Segment
Deduction	Deductions Segment	Type
Pay	Pay Segment	Type
Statistic	Statistics Segment	Type
Tax	Taxes Segment	Type
TaxState	State Tax Segment	Tax
TaxSUTA	State Unemployment Segment	Tax
Type	Types Segment

Common accesses available on segments

Access	A user with this access can...
Change	Use the mass change action on segments.
Custom Fields	Create and edit custom fields for segments.
Data	Have read-only access to segments from anywhere in the software (e.g., field validations, filters, date expressions).
Delete	Delete segments.
Edit	Edit segment records.
Export	Export segment records from ActivityHD.
Import	Import segment records into ActivityHD.
New	Create new segment records.
Read	Have read-only access to segment records.
Report	Run reports with segment information.
Report Designs	Create and edit report designs with segment 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 segments.
Shared Filters	Create and edit shared filters on segments.
Visible	View the Segments folder in the Navigation pane.

Special accesses available on segments

Access	A user with this access can...
Activate	Activate the segment for use in PRCodes.

AccountingWare, LLC

5225 S Loop 289, #207

Lubbock, TX 79424

806.687.8500 | 800.354.7152