Creating absence plan payouts

Use the following procedure to create absence plan payouts.

Use this form only if you use the Infor Payroll application. In addition, the following considerations apply:

  • The plan’s Payroll Rule on LP02.1 must have payout service codes attached for earnings and/or hours payouts.

  • If you are paying terminated employees, the employee needs to have a termination date on Employee (HR11.1). However the employee must have an active/paid Pay Status in Employee (HR11.1) in order to be picked up for payroll processing. The status must be tied to a payment status of Pay/Benefits (PB) or Pay/No Benefits (PN) on Employee Status Codes (HR03.1).

To create absence plan payouts

  1. Access Absence Plan Payout (LP130).
  2. Select a company and complete the form using the following guidelines on the Main tab:
    Processing Group

    Select the processing group that you want to process.

    Process Level

    Select the process level that you want to process.

    Absence Plan

    Select the plan for which payments will be calculated and created.

    Structure Employee Group

    Select the plan structure employee group that is to be processed.

    Employee Group

    Select the employee group to be processed. This does not have to be the same as the Structure Employee Group.

    Employee

    Type the employee number to be processed. You can also type individual employee numbers to process multiple employees in a single job.

    For larger number of employees that need to be processed, you can type the employee group.

    Process Through Date

    Type the date through which transactions should be processed.

    This date determines which employee plan master records are selected for processing. The Structure End date on the plan structure must not be prior to this date. In addition, the master record must be active.

  3. In the Options tab, use the following guidelines to enter field values:
    Payout Option

    Select what the vacation payment will be based on. For more information, see Absence plan payout options

    Accrual Date Range

    If you selected Payout Option 2, 5, or 8, type the beginning date of the range. If you selected any other payout option, leave this field blank.

    Payout Terminated

    Select whether the Terminated service code should be used for payout amounts for employees who are terminated. If you select No, the application will use the Payroll Rule service code.

    Note: Terminated employees must have a termination date but must be in an active/paid pay status to create payout time records.
    Terminated Service Code

    If your organization has a reporting requirement that requires a final payout to under a separate service code than normal payouts, select the service code. If you select a service code, you must select Yes in the Terminated Service Code field.

    Plan Rule Service Code

    Select whether or not to present an error message when excluding plans with no Payout Service Code.

    Report Option

    Select whether to print a summary or a detail report.

    Report Sequence

    Select sort order for the report.

    Employee Sequence

    Select the order in which the employees should sort. If you leave this field blank, employees sort in the order indicated on Company (HR00.1).

    Update

    Select whether to produce a report only or to produce a report and update records.

    Rerun

    Select whether the transaction is a rerun that will delete and recalculate the payout amounts or a rerun that will only delete any prior calculated payouts.

    Note: If Absence Plan Payout (LP130) and Employee Absence Plan Calculation (LP140) have been run within the same processing cycle, and you need to rerun Employee Absence Plan Calculation (LP140), you first need to rerun Absence Plan Payout (LP130) using option 3 to undo any existing payout transactions.
  4. In the Time Record tab, use the following guidelines to enter field values:
    Time Record Status

    Select where the time record is in the payroll processing cycle.

    Default value is 3 = Current

    • 1 = Batch Status, time records are grouped and share a common batch number.
    • 2 = Future Status, this serves as the holding status and reflect s in PR36 (Time Record Entry) with "F" status. The updated records are also included in Time Record Selection (PR38.1)and Batch Time Record Update (PR137)using Report Option: Select Time Records, ready for release to Current status (however, you cannot use PR137 if the company uses batch Control)
    • 3 = Current Status, whatever is created in this status is included in time record that is ready to be processed. For viewing and editing individual Time records, go toTime Record Entry (PR36.1).
    Time Record Date

    Type the time record date that will be used for the time records created.

    Batch

    Type a batch number if Time Record Status is set to 1. The drop down value list contains the batches that are currently in use, thus, the user cannot reassign.

    Note: If you selected auto batch numbering for the company when you defined company parameters, the system will automatically number the batch.
    Check Group

    Type a check group value. You can type alpha or numeric values. If you type a numeric value, the corresponding deduction cycle is applied to the pay associated with that check group. If you type an alpha value, the system takes the deductions based on the cycle defined in PR140 (Earnings and Deductions Calculation).

    Process Group

    Type a process group value. All time records with a common value in this field are grouped for tax calculation purposes.

    Process groups let you tax pay codes separately but combine earnings in a single payment.

    Tax Freq Override

    Select how you want to override normal taxation.

    Rounding Option

    This identifies the rounding scheme used for generating the payout hours. Default Value is 1 = No

    Rounding

    1 = No rounding, this truncates the hours when actual value is more than two decimals

    2 = Round Up Time Record, will round up the time record payout hours (used for calculation of time record wage amount) into two decimals.

    3 = Round Up Time Record and Transaction, will round up to two decimals the hours used for both the Time record and the Transaction (stored in file TAEMPTRANS/form LP64) created in LP130.

  5. Add and submit the job.