Import Calculations process

This process automatically updates and references the current values for the following fields:

• Annual salary
• Compa-ratio
• Last pay change information (such as date, amount, and percent)
• Total dependents and total insured dependents

• Manager's name (formerly called "supervisor" )

  Note: If you have a new installation of Sage HRMS, Import Calculations updates the name (pe.p_supervis) after a mass update only if you have mass updated both the manager company (pe.p_superco) and the manager ID (pe.p_superno).

• Supervisor's name (formerly called "secondary supervisor" )

  Note: If you have a new installation of Sage HRMS, Import Calculations updates the supervisor name (pe.p_sup2vis) after a mass update only if you have mass updated both the supervisor company (pe.p_sup2co) and the supervisor ID (pe.p_sup2no).

If you are also validating Job codes (determined in the employer setup information), the Import Calculations process also updates the following fields:

• Job title
• Job group
• Salary grade
• EEO class
• Exempt status

• The program ensures the class information on the employees’ Courses Taken page is consistent with the class information on the Class Information page.
• It updates job requirements for all employees, ensuring that all employees are assigned the training programs, certifications, and courses that are established as job requirements for their job codes.
• On the Required Courses page, the following information is updated:
  • Removes the employees' completed courses from this page, unless the course is associated with a certification that has a renewal period.
  • If a course on an employee’s Courses Taken page has a status of Enrolled or In Progress, the status of the corresponding course on the Required Courses page is updated.
  • Any courses in the curriculum of programs on an employee’s Training Programs page that have not been completed are added to the Required Courses page.
  • Re-calculates the Courses, Hours, Credits, and CEUs completed and remaining for all programs on an employee’s Training Programs page with a status of In Progress. If all courses are completed, the program status is changed to Completed and the Program End Date is updated.
• On the Certifications page, the following information is updated:
  • For any completed courses on an employee’s Courses Taken page that are associated with a certification, that certification is verified or entered on the employee’s Certifications page.
  • If a certification has an Originally Received Date and no Last Received Date, the Last Received Date is set to the Originally Received Date.
  • The Courses, Credits, and CEUs are totaled for all courses completed for each certification. After the Initial Course, Credit, and CEU requirements for a certification are reached, the Originally Received and Last Received dates are updated. Any subsequent courses are compared to the Renewal Course, Credit, and CEU requirements for the certification, and the Last Received Date is updated each time the requirements are met.
  • The Expiration Date is calculated for each certification that has a Renewal Period and a Last Received Date.