LUFI-40101 B: How to Re-Allocate the Analytical Distribution on National Staff

by uf_admin Comment Closed

LUFI-40101_C: How to Re-Allocate the Analytical Distribution on National Staff

Go to: Accounting/Payroll/Local staff allocation

  1. Check the box of the employee(s) to re-allocate.
  2. In the {Actions} menu on the right side of the screen, select {Employee Analytic Reallocation}. –>The Wizard {Employee Analytic reallocation} appears.
  3. Enter a cost center and if needed, a new destination and funding pool.
{Employee Analytic reallocation} Wizard

4. Validate the allocation. –>The re-allocation is completed

Analytical re-allocation completed on national staff

In the payroll entries, the analytic allocation will be based on the information included in payee_saga file or – if this information is not filled or it is incorrect in the file – the initial allocation created in UniField.

You do not need to manually update it each month – unless there is a motive for change.

LUFI-40101_A. How to Import the National Staff Master Data.

by uf_admin Comment Closed

How to Import the National Staff Master Data

Go to: Accounting/Payroll/Employee Update

  1. Click on {add attachment}.
  2. Browse to find the Homere sending file (e.g. PER_MOISXXX).zip
Importing Employees files

3. Click {Validate} to validate the import.

Import files validation

4. The system indicates the employee import was successful as no error message is displayed in the error list section as shown below.

Employee Import confirmation wizard showing an empty Error List view

5. Click on {OK} button.   –>The list of active national staff is loaded.

The list of active national staff is loaded

What are typical issues in Homere that could cause the import to fail for an employee record?

  • Two or more employees have the same employee ID. ID must be unique in UniField. If there already is an existing employee with the same ID, UniField will reject the import. Some cleaning may be necessary in Homere before importing the file again.
  • Incomplete employee lines: sometimes an employee is created with almost no information entered in Homere. If these records are not for valid employees they should be removed from Homere. If they are for valid employees, please update the {code_terrain} and {ID_Staff} then re-run the export from Homere.
Import Confirmation window with error messages