Quick Guide: Payment History Extract

This guide provides an overview of the steps required for creating a Payment History Extract (PY) file for the most recent payroll cycle and executing a report (using batch submission) in your personal library that uses that file. It does not provide a detailed discussion of the various functions and menus. For more information, refer to the topics referenced.

Step 1:

From the main menu, press the F12 key to access the Extract Functions.

F1=Status F2=New F3=Exit F4=Locate F5=Sort F6=Swap Lib

F7=Up F8=Down F9=Search F10=Results F11=HoldFile F12=Extract

Step 2:

At the Extract Data menu, type a 2 as the selection and press the enter key.

|-------------------- Extract Data -------------------|

| |

| SELECT: 2 1. EH - EMPLOYMENT HISTORY EXTRACT FILE |

| 2. PY - EMPLOYMENT HISTORY EXTRACT FILE |

| 3. EMPLOYMENT VERIFICATION REPORT |

|-----------------------------------------------------|

Step 3:

At the Payment History Extract Process menu, make the following selections. Do not press enter until all selections are made.

SSN Option: All SSN's
Date Type and Range: Cycles (enter same date for FROM and TO)
File Source: Current Business Month
Output File: PY

Status Download

PAYMENT HISTORY EXTRACT PROCESS

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SELECT SSN OPTION: 1 1. ALL SSN'S

2. SSN'S IN LIBRARY MEMBER: PAYMENT

3. SSN'S IN HOLD FILE: PERMSML

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SELECT DATE TYPE: 1 1. CYCLES FROM FROM 030802 TO 030802 YYMMDD

AND 2. PAY PERIODS FROM ____ TO ____ YYMM

ENTER DATE RANGE:

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SELECT FILE SOURCE 1 1. CURRENT BUSINESS MONTH

2. CURRENT & PRIOR 36 BUSINESS MONTHS

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SELECT OUTPUT FILE 1 1. PY

2. SCO PRODUCTION (NON-CENTURY COMPLIANT)

3. PC EDIT

4 DECENT. FORMAT

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PRESS ENTER TO SUBMIT OR F3 TO EXIT

Step 4:

At the confirmation screen, review the selections and press enter to submit. Note the job number on the submission message. Press the F3 key twice to clear the message and return to the main menu.

|----------- PY CURRENT SELECTIONS -----------|

| |

| SSN OPTION: ALL SSN |

| DATE TYPE: CYCLES |

FROM: 2003/08/02 TO 2003/08/02 |

| SOURCE FILE: CURRENT MONTH |

| OUTPUT FILE: PY |

| |

| ENTER TO SUBMIT - F3 TO CANCEL |

|---------------------------------------------|

JOB CTPuserid (JOB12345) SUBMITTED

***

Step 5:

At the main menu, confirm the extract job completed by pressing the F1 key to view the status message.

CTPuserid JOB12345 PY EXTRACT JOB COMPLETED SUCCESSFULLY.

***

Step 6:

At the main menu, press the F4 key and type the name of a report request in your personal library that uses the PY file. Press the enter key to locate that member.

|----------Locate Report Request---------|

| ENTER REPORT REQUEST NAME |

| OR |

| BEGINNING LETTERS |

| |

| NAME: PYREPORT |

|----------------------------------------|

Step 7:

Execute the report request using batch execution by typing an 'S' at the command line to the left of the report request name and press enter.

CIRS PERSONAL LIBRARY

Cmds B Browse C Copy D Delete E Edit Row 1 of 17

P Print R Rename S Submit Batch O Online Execution

Cmd Name Description Changed

s PYREPORT DAILY PAYROLL REPORT - PAGE BREAKS BY PAY TYPE 2003/07/28

RETIREES IDENTIFIES RETIRED EE'S - RUN QUARTERLY 2003/05/23

Step 8:

The system will automatically select the required file(s). If the file confirmation panel is turned on, you will receive a file selection menu. Press enter to continue.

|--------------- Confirm Batch FOCUS File Selections -------------|

|. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .|

| REPORT REQUEST : FACULTY . |

|. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .|

| DIRECT OUTPUT TO : 1 1=REPORT FILE 2=PRINTER |

|. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .|

| CAMPUS FILES (FILE SELECTION = X) |

| AC ACTIVE CURRENT STATUS . X PY PAYMENT HISTORY EXTRACT |

| _ AN CURRENT STATUS 10/31/__ . _ PHS PAYMENT DATA SUMMARY |

| _ A54 TRANSACTION DATA . _ SN SENIORITY POINTS |

| _ CH CAMPUS HEADER . _ SP SEPARATED CURRENT STATUS|

| _ EH EMPLOYMENT HISTORY EXTRACT _ ST STUDENT ASSISTANT |

| _ LV LEAVE FILES (ALL) . _ TR TRANSACTION DATA |

| _ PH PAY DATA FY 02/03 . _ UI UNEMPLOYMENT DATA |

| _ PH PAY DATA PRIOR MONTH . |

| |

| SYSTEMWIDE FILES (FILE SELECTION = X) |

| X PS PAY SCALES . _ SAN CURRENT STATUS 10/31/__ |

| _ SAC ACTIVE CURRENT STATUS . _ STR TRANSACTION DATA |

| |

| ENTER TO CONTINUE = F3 TO CANCEL |

|-----------------------------------------------------------------|

Step 9:

Note the job number and press enter to clear the message and return to the main menu.

JOB CTBuserid (JOB23456) SUBMITTED

***

Step 10:

At the main menu, confirm the batch job completed by pressing the F1 key to view the status message.

CTBuserid JOB23456 FOCUS BATCH JOB COMPLETED SUCCESSFULLY.

***

Step 11:

After the job completes, press the F10 key from the main menu to access the batch results. Type your selection (e.g., print) and press enter.