Data for Statistical Reporting {PSOPR1-7}


This program may be used to produce a CSV-file that contains information from the Personnel Appointments- and Payroll Systems


 
User Selection Prompt Text
* an item between square brackets [ ] is the default answer 		Type
&
Length		 Comments
1  Start Date DD-MON-YYYY  
2 End Date DD-MON-YYYY  
3 First Appointment Code to be Included or ALL A3  List of Values from Appointment Types {PACS-1}
4

   If the response to prompt 3 was not ALL
       Next Appointment Code to be Included
        or
       Leave Blank if no more Appointment Codes are to be included

N2 Allow up to 10 Appointment Types
5 First Appointment Code to be Excluded or Leave Blank N2  
6    If the response to prompt 5 was not Blankl
       Next Appointment Code to be Excluded
        or
       Leave Blank if no more Appointment Codes are to be excluded 		N2 Allow up to 10 Appointment Types
7 First Rank Code to be Included or ALL A5 List of Values from Ranks {PACS-2}
8

   If the response to prompt 7 was not ALL
       Next Rank Code to be Included
        or
       Leave Blank if no more Rank Codes are to be included

A5 Allow up to 10 Rank Codes to be entered
9 First Rank Code to be Excluded or Leave Blank A5  
10    If the response to prompt 5 was not Blank
       Next Rank Code to be Excluded
        or
       Leave Blank if no more Rank Codes are to be excluded 		A5 Allow up to 10 Rank Codes to be entered
11 Management Report Code to be used for Salary Figures or Leave Blank if no Salary Figures are to be included A2 List of Values from the Management Report Structure {FPRC-7}
12 Salary Budget Parameter Set to be used or Leave Blank if No Salary Budget Figures are to be included A4 List of Values from Budget Parameter Sets {MSBOP-21}
13 If the response to prompt 12 is not Blank
   Salary Budget Year 		YYYY   
16 First Leave Type to be for which Leave Balance will be included or leave blank A3 List of Values from Leave Types {PLCS-2}
17    If the response to prompt 15 was not null,
      Next Leave Type for which Leave Balance will be included 		A3 Allow up to 10 Leave Types


Sort Order Per Comments
1 Personnel Number  


System Select  
1  Personnel with active Service Records {PBOP-2} between the Start- and End Dates as in the User Selection
2 Only Personnel Records that the User is allowed to Access – Refer to User Restrictions {PAMT-1} PCAM and PDEP 
3 If the user does not have access to Salary Information for the Personnel Member, the words "No Access" will appear in columns with Salary- or Salary Budget Information.
Access to Salary Information is set up with the "Access Level in PRS" - field in "Financel User Access Control" {FCSM-5} and Access Control Per Appointment Type {FPRM-6}


Columns in the CSV File

The first line in the CSV File contains the column headings
  • Faculty Code 
  • Faculty Name,
  • Department Code (Of the Primary Department of the Post)
  • Department Name,
  • Cost Centre Code 
  • Cost Centre Name,
  • Post Code,
  • Post Description,
  • Appointment Code,
  • Appointment Name,
  • Rank Code,
  • Rank Name,
  • Grade,
  • Personnel Number,
  • Title,
  • Initials,
  • Surname,
  • Senior’s Number,
  • Gender,
  • Group,
  • Nationality Code,
  • Nationality Description,
  • Birth Date,
  • Leave Package Code,
  • Service Record Indicator,
  • Occupation Category,
  • Occupation Category Description,
  • Campus Code,
  • Campus Name,
  • Building Code,
  • Floor,
  • Room Number,
  • Highest Qualification Code
  • Highest Qualiofication Name,
  • Date the person was first Appointed,
  • Resignation Date
  • Total Net Pay for the periods between the Start- and End Date,
  • Earnings/Deductions Group Totals 
    • There will be a column for each Earnings / Deductions Group that is part of the Management Report {FPRC-7} code entered.
    • Each column will contain the sum of salary transactions for the cycles between the Start- and the End date entered for Earnings / Deductions that is part of the Earnings / Deductions Group
    • The column heading is the Earnings / Deductions Group Description as in block 2 of the Management Report {FPRC-7}
  • Salary Budget Totals
    • There will be a column for each STATS Row that exists in the Salary Budget {MSBOP-1}
    • Each column will contain the sum of Salary Budget Transactions for the Stats Row, Budget Parameter Set and Year for the Personnel Member
    • The column heading is the description of the STATS Row
  • For each Leave Type entered, there will be a column with the Leave Balance for the Person, the column heading is the Leave Type Description


Processing
Rules		  
1 Note that the number of columns in the CSV file can vary and is dependent on
The Management Report Code to be used
The STATS Rows (Salary Budget) to be included
The Leave Types for Which a Balance will be included


History of Changes

Date System Version By Whom Job Description
01-December-2011 v02.0.0.0 Frans Pelser
 T177890
 New manual.