Setting up MIS account mapping

Before you process payroll for MIS reporting, you must setup the MIS account mapping.

Use these procedures to create MIS account mappings and cross references.

Creating a MIS account mapping header

  1. As payroll administrator, select Payroll > Administration > Reports.
  2. In the Canadian Regulatory pane, click Management Information Systems Mapping.
  3. In the Setup pane, click Account Mapping.
  4. Click Create.
  5. Specify this information:
    Mapping Type
    Select the MIS mapping setup to apply to Earned Hours Summary Account, Earned Hours Detail Account, and Financial Account.
    Account Dimension
    Select which general ledger (GL) fields to add the mapped field.
    Note: You can only select GL fields that are enabled and active from Infor FSM.
    Mapping Record Type
    Select which payroll distribution record type uses the mapping setup.
    • Pay Code: When you select this option, you must specify a pay class.
    • Deduction Code: When you select this option, you must specify a deduction class.
      Note: The deduction code option is applicable to Financial Account mapping only.
    Pay Class
    If you select the Pay Code mapping record type, specify the pay class.

    All pay codes within the pay class follows the defined MIS mapping.

    If there is no Pay Class value, all Pay Codes use the MIS Mapping Header.

    Deduction Class
    If you select the Deduction Code mapping record type, specify the deduction class.

    All deduction codes within that class are mapped according to the MIS setup.

    If there is no Deduction Class value, all Deduction Codes use the MIS Mapping Header.

    Eligibility
    If you select the Financial Account mapping type, select an eligibility group or a custom group.

    See Creating eligibility group for MIS mapping.

    Active
    Select this check box to determine if a specific MIS account setup is active and must be used during the payroll process.
  6. Click Save.

Creating eligibility group for MIS mapping

  1. As payroll administrator, select Payroll > Administration > Setup.
  2. In the Other pane, click Custom Groups.
  3. Click Create.
  4. Specify the custom group name and effective date.
  5. In the Business Class field, select WorkAssignment or EmployeeTimerecord.
  6. Specify the condition.
  7. Click Save.
  8. In the Custom Group Subjects section, specify HCMCanadaMISAccountMapping as the subject and specify the effective date.
  9. Click Save.

Creating a MIS account mapping setup

After you create a MIS account header, you must can create an MIS account mapping setup.

  1. Select a MIS account mapping record.
  2. In the Account Mapping Setup section, click Create.
  3. Specify this information:
    Column
    Specify the order of the mapping setup. This value must be sequential.
    Description
    Provide a description of the mapping setup column.
    Source
    Select a valid source.
    Text
    If you select String as source, specify a constant value to use for the mapping setup.
    Field
    If you select a source other than String, select a field that is associated with the selected source.
    Begin Position / End Position
    Specify the field length that is defined for a specific mapping setup record. This value must be sequential and not overlap with other MIS account mapping setup columns.
  4. Click Submit.

Changing the order of MIS account mapping setup columns

After you create a MIS account mapping setup, you must change the order of the records.

  1. In the Account Mapping Setup section, click Change Column Order.
  2. Specify the New Column Order.
  3. To change how the columns are displayed, but keep the Begin and End Positions, select the Keep Column Positions check box.
    To automatically update the Begin and End Positions based on the new Column Order, clear the Keep Column Positions check box.
  4. Click Submit.
    Note: Close Payroll and Accrual Program will use the Begin and End Positions for the order of the account.

Creating a MIS account mapping cross reference

After you create a MIS account mapping setup, all columns that are not defined as String must have a corresponding cross reference record.

  1. Select a MIS account mapping record.
  2. In the Cross Referencing section, click Create.
  3. Specify this information:
    Valid Value
    Specify the actual value stored in HRT business classes.
    MIS Mapping
    Specify the equivalent value that is used to complete the MIS account.
  4. Click Save.

When the Begin Position and End Position are less than the value that is defined in the Cross Reference section, the value in the MIS Mapping field is truncated.

When the Begin Position and End Position are greater than the value that is defined in the Cross Reference section, the value in the MIS Mapping field is padded with zeroes.

When no valid value exists for the mapped account, the MIS Mapping field uses zeroes as the default value, and a warning message is displayed during Close or Accrual processing.