User Guide for Householder (HH) Bonus Payment Process
Contents
1. 7000072 CHARLIE BLAIR poor sooo SOB GON S2004 a2 1ez004 02 20 09 7000054 MELISA LAFORTINE poor oon 52004702716 200470220 a50 A 7000066 THOMAS WISEMAN poor ooon 520047027162004702720 o oo 7og0069 Emma moore eor ooon 5200470271612004702 20 00 7000073 WAYNE HL eoar ooon 52004 027162004702 20 o oo 7000073 WAYNE HULL oos aooo 440 o0N 520047027162004702720 o oo 7000066 THOMAS WISEMAN fo0a eoon 520047027162804702720 o oo 7000075 STEFANIE SWEET 0010 o 281 00 52084 02 162004702720 o oo 7000067 RUSSEL BARKER ota ooon 52004 027162004702 20 o oo 7000066 THOMAS WISEMAN oo ooon 52004 027162004702 20 0 00 7000066 THOMAS WISEMAN 6001 saso 335 00N 52084 027162004702 20 0 o 7000067 RUSSEL BARKER 002 azzo 422 00N 520047027162004702720 o oo 7000055 ROGER Law oea aszoo 437 0 52004702718 2004702720 00 7000069 EMA moore booa saoo seo ooN 520047027162004702720 0 00 o E lt Create Pay Record TRS 1 600 ea caotscpeend6 OVR A The next screen prompts you to select this new rate for all the mailing or allows you to select it for only a few routes There may be certain instances where the rate is not applicable to the entire route For example there may be business and residential points of call on the route it may be that the business routes rec2. 2004 04 22 16 481 S6e SHB HHH Fie Householder Bonus Volume Allocation E Show messages This prompts you to confirm that volumes are correct Click on the YES button Empl ID ID Name 000072 CHARLIE BLAIF es E 000054 HELTSA LAF CF A a ees 7000066 THOMAS WISEMAN poor 200ooN s n 7aBaBes EMMA MOORE er 2mo 2 9 1 2004 02 09 2004 02711 2004 02 092004 02 11 1 7eg0073 WAYNE HL eor Oo o ow 7000073 WAYNE HULL oos aoo 20000 7000076 CARLOS WRIGHT oes 2400an 320047027092004 02 11 7000075 STEFANIE SWEET 010 o o0 70G0066 THOMAS WISEMAN oo10 1o 7000067 RUSSEL BARKER eoo eroon 7080066 THOMAS WISEMAN 0001 s500 335 00N 7000067 RUSSEL BARKER 0002 azzo 422 00N 2004 02 09 2004 02 09 2004 02 11 2004 02 09 2004 02 11 N N N N N N N 000059 ROGER LAW 0o03 437 00 437 00N 32004 02 09 2004 02 11 7900069 EMMA MOORE Goos seooo 560 00N 32004 02 092004 02 11 Lel Save Create Pay Record TRS 2 600 e cactscpcet05 OVR A Householder Bonus Volume Allocation SS Show messages After the CREATE PAY RECORD button has been selected the STATUS field changes to a P to indicate 7000072 CHARLIE BLAIR 0007 sosoo ooon 32004 02 092004 02 11 2 00 0 00 7000054 MELISA LAFORTUNE 9007 100 00 a2004 0270
3. Bu J 7000072 CHARLIE BLAIR 0007 sosoo aoan S Z004 02 0912004 02 11 2 00 o oo 7000054 MELISA LAFORTINE 0007 100 eam 32004702 0920047027115 2 00 2 00 7ooon6s THOMAS WISEMAN 0007 200 o0N 32004702708 20047027 115 200 4 00 700069 femma moore eoor 29e o0N 32004702708 20047027 115 2 00 4 16 lt i N 32004 627092004 02 11 2 00 0 00 _ 7000073 WAYNE HULL jooo aooo 200 00N 32004 02708 2004702 115 2 00 4 00 9 F O N a2004702709 20047027115 2 00 4 80 __ ar N a20047027092004702711 2 00 0 00 100 80 a2ooa oz o920047027115 2 00 2 00 7000067 RUSSEL BARKER oto _ 1e1ooN 32004702709 20047027115 2 00 3 62 N 1 N N N N A 0 0 0 7080066 THOMAS WISEMAN e001 a500 335 00N 32004 02 092004702 115 2 0 6 70 7000067 RUSSEL BARKER 0002 a200 4220 7090059 ROGER Lw oea azoo 4370 7000068 EMMA Moore booa sooo seoa WPL 9 2 2on4 o2 032004702 118 2 00 8 44 2oad oa oszo0are2 118 2 00 8 74 f 3047027082004702 115 2 09 11 60 Ko Create Pay Record 0l 0 0 olojo Record created gt TRS 2 600 P caotscpce006 OVR g Click on the CREATE PAY RECORD button This button ts Disabled until the last day of the mailing or later Once the Create Pay Record button has been selected the following pop up screen appears asking the supervisor to check once again that all data has been validated
4. selected where the records were saved but the payment has not been generated It is important to note that if the supervisor has allocated volumes and saved them at all in a mailing plan then it will not appear in this report Locked records are the mailings for which Create Pay Record was not submitted at the end of the 2004 04 22 30 delivery cycle To correct this return back to the transaction ZHHB Volume Allocation Screen for the mail plan and click on the Create Pay Record for this mailing Below is a sample of what this report looks like In this sample notice there are two mailing plans identified where the payment has not been generated To generate the report select the Locked Mailing Plans Unpaid button and enter the Cost Centre Number for the depot Report indicates two mailing plans have not had the payments generated at the end of the delivery cycle Soto Settings System Help 27H 6 BAR 5555 fH oe Householder Bonus Report Locked Mailing Plan Records Q 47 X Elada 0 BF New Selection Householder Bonus Report Locked Mailing Plan Records Cost Centre 318469 LCD N OTT Payroll Period 20040201 to 20040214 Customer Name End Date FUTURE SHOP 2004 02 11 0345678901 CANADIAN TIRE 2004 02 13 ADS Query 4 Pay Period Detail By Employee This query Details of all deliveries for the employee in the period and amount paid It
5. 11 60 gt e A Save TRS 1 e catscp e005 OVR_ 7 2004 04 22 All records are now ready for reprocessing by payroll 25 If these payment records for Melissa had not yet been paid that is the records had been generated but the payroll had not been generated then these new records would be picked and the changes are transparent to the employee If however the employee had already been paid then the employee would have these volumes and therefore dollars recovered from their next pay Using the various reports available There are two custom reports developed to provide assistance for supervisors in tracking Householder volumes The first report is called the Active Mail Plan report the second is called the Householder Bonus report The reports can be used to capture the volumes delivered ZHRPT437 Activemp or to provide the necessary information to employee on the volumes delivered ZHRPT358_ HHBONUS Report ZHRPT437_ Activemp This report displays all the active Mailing plans for a specific date The report lists all employees with exceptions recorded against them i e Relief Letter Carriers assigned to routes Letter carrier working portions of routes on OT and then the remaining employees in the depot The mailing plans are listed by end date across the top The intent is that the Letter carrier can enter the volumes they delivered under the proper mail plan
6. 4 50 16 99 07000067 RUSSEL BARKER 422 00 5 45 23 00 07000069 EMMA MOORE 2 720 00 2 00 54 40 07000069 EMMA MOORE 580 00 4 50 26 10 07000069 EMMA MOORE 672 00 5 45 36 62 07000070 GORDON FIELDSTONE 2 024 00 2 00 40 46 07000070 GORDON FIELDSTONE 506 00 4 50 DoE 07000070 GORDON FIELDSTONE 506 00 5 45 27 58 07000071 DIANA PRINCE 1 864 00 2 00 37 28 07000071 DIANA PRINCE 466 00 4 50 20 97 07000071 DIANA PRINCE 466 00 5 45 25 40 07000073 WAYNE HULL 808 00 2 00 16 16 07000073 WAYNE HULL 676 00 5 45 36 64 07000074 WENDY CAINE 681 00 2 00 13 62 07000074 WENDY CAINE 227 00 4 50 10 22 07000074 WENDY CAINE 227 00 5 45 12 37 07000075 STEFANIE SWEET 181 00 4 50 8 15 07000075 STEFANIE SWEET 281 00 5 45 15 31 07000076 CARLOS WRIGHT 1 080 00 2 00 21 60 07000076 CARLOS WRIGHT 440 00 4 50 19 80 displayed in this report The report displays volumes delivered by each rate of pay and shows the totals TRE e caotsepeend6 OVR_ Query 3 Locked Mailing Plans Unpaid This report is generated at the Cost Centre level It indicates all active mailing plans by Admail Delivery Slip ADS number during the period
7. Householder bonus unpaid mailings Si a 7 82 08 82a TAL E H Description Current 2 3 days Late 2 3 days Paid 318469 LCD N Ottawa 4 7 days Late 4 7 days Paid gt 7 days Late 5 Double click anywhere on Cost centre line to view details TRE 2 e cantscpced06 OVR Once the number of mailing plans late has been identified the user can double click the cost centre line to view the details gg a2148 Cae DHR 5555 Fh os Householder bonus unpaid mailings Report details by mail plan the unpaid mailings Last field indicates whether the mail plan has been SAVED with an X but not paid or not accessed at all Sia 7 8 82a7h a End Date Customer Name Mailing Plan Name SOM Saved 204021 FUTURE SHOP REDTAGSALE B12345679 X 20040272 SEARS CANADA SPRING CLEARANC B23456750 k x 2004023 CANADIANTRE WEEKLY FLYER B34567801 O kooo x 2004 02 19 SEARS CANADA RECLAME DU PRIN BA234567Q90 2004 02 20 CANADIAN TIRE MEDIAPOSTE HEBD CB34567690 S Description 318469 Double clicking on any line item takes the user directly to the ZHHB transaction screen TRS 2 690 PHI castscpce006 OVR 2004 04 22 29 Query 2 Period Summary Paid You are contractually obligated to print and post the Householder Bonus Report Pay Period Summary every two weeks Hous
8. SEARS CANADA 0007 2004 02 12 6 00 318469 6123456769 FUTURE SHOP 0001 2004 02 11 316469 68123456769 FUTURE SHOP 0010 2004 02 11 200 00 2 00 0 00 4 00 318469 68234567890 SEARS CANADA 0001 2004 02 12 365 00 2 00 316469 6234567690 SEARS CANADA 0007 2004 02 12 80 00 2 00 0 00 1 60 318469 B234567890 SEARS CANADA 0010 2004 02 12 97 00 2 00 0 00 1 94 316469 6345676901 CANADIAN TIRE 0001 2004 02 13 335 00 4 50 0 00 15 08 318469 B345678901 CANADIAN TIRE 0007 2004 02 13 8 00 l 315469 C123456789 FUTURE SHOP 0007 2004 02 11 180 00 2 00 3 60 0 00 318469 C123456769 FUTURE SHOP 0010 2004 02 11 181 00 2 00 3 62 0 00 318469 C234567690 SEARS CANADA 0001 2004 02 12 335 00 2 00 6 70 0 00 318469 C234567890 SEARS CANADA 0010 2004 02 12 281 00 2 00 5 62 0 00 318469 C345678901 CANADIAN TIRE 0001 2004 02 13 355 00 5 45 19 35 0 00 318469 C345678901 CANADIAN TIRE 0007 2004 02 13 80 00 5 45 4 36 0 00 170 61 44 93 In summary the supervisor needs to ensure all the employee start off assigned to the correct route The staffing actions need to be done in advance to ensure the employees show up on the PDA on the correct route With the staffing done the next concern for the supervisor is to capture any absences or attendances on the PDA With the PDA synchronized the information feeds to the SAP Time Management module of SAP This provides all the route information as the who worked on specific routes The
9. Vol Tend Yol AllocationVol Paid _ C Del Del Start D Del End D Sta Payment Total S Bu 7000073 WAYNE HULL beos aooo 2000h azo0asoz 092008 02 11P 2 00 4 00 7000076 CARLOS WAIGHT Beos 2400n a200a 02 o9200ao2 t1P 2 00 4 80 7000067 RUSSEL Banker Bore 1e1ooN 32084702 092004702 11P 2 00 3 82 7000068 THOMAS WISEMAN Bore 1o ooN 32004702 09 2004702 11P 2 00 2 00 7000068 THOMAS WISEMAN 0901 aasoo 335 oaN aza04 a2 09z004 02 11P 2 09 6 70 7000067 RUSSEL BARKER 0002 7200 422 o0N 32004702709 2004702711P 2 00 8 44 7000059 ROGER Law Boos azoo 437 o0N 32004702 092004702 11P 2 00 8 7 2004 02 09 2004 02 11 7000078 GORDON FIELOSTONE 0005 506 3i2004762 09 2004 02 11 field at the bottom is displayed the supervisor 7000075 STEFANIE SWEET ooo o ooon _004 02 08 004 02 11 2 00 0 00 Once the blank E p 2 00 P 20 32004702 e92004 02 11P 2 00 3 P 2 00 E 7000074 WENDY CAINE 0009 e ee A enters the employee s ID and the route they delivered Fi 1 cactscp0 5006 OV volumes on 2004 04 22 22 Enter the employee ID number and the route number for which the Householder Bonus Volume Allocation Show messages employee Empl ID _ D Name Route yol Tend Vol llocation Vol Paid__ CIDe De Start D Del End D Sta Payment Total S Bu E delivered 7000073
10. FULL bor eoon 520047027092004702713 0 00 900073 WAYNE HULL Beos aaoo 440 00 52084 02 09 2004702 135 4 50 19 80 900076 _8 00N S0aa azveaizacarez 1a ooo 000075 aia r 181 ooN 52004 0270920047027135 4 60 6 15 000067 RUSSEL BARKER 108 08 100 00N 52004702709 2004702713 0 00 000068 8 00N S2004702 082004 02 13 ooo oa 900068 355 00N S2004702 092008700 135 4 50 15 98 900067 422 06 2004702 092004 02 135 4 60 18 90 900068 o 437 00N 52004702708 20047027135 4 50 19 67 goons EMMA NOORE jooaa seooo 5a0 ooN 5 2004702709 20047027135 4 50 26 10 iv ei a A lt Oo Save ooo TRS 1 e caotsepced06 OYRA A pop up box appears advising which employees do not have a rate associated to their volumes Manually add an employee to a mailing list if necessary There could be circumstances where it is necessary to add manually an employee to this custom screen For example if a TEMPORARY or a Mail Service Courier MSC employee is covering a portion of a full time route and this cannot be captured using a substitution then the employee will not show on this screen This scenario requires a manual entry into the screen by the supervisor Scroll down to CEE the last route where the blank field is displayed Householder Bonus Volume Alfocatio Empl ID __ ID Name Route
11. allocated volumes registered in the Volume Paid field On subsequent days of the delivery cycle the supervisor can continue to allocate volumes in this blank field When the records are SAVED they are then added to the existing volumes in the field By clicking the SAVE button the supervisor generates the record which will be used later for payment The record is SAVED in a locked status This means it doesn t get picked up for processing by payroll Once the cycle is complete another step in the process unlocks this record for payment ERROR MESSAGE Employee Locked Failed In SAP only one person can be in the maintain mode of an employee s HR Master Data record at the same time This prevents multiple users trying to create the same records and ensures data integrity If you try to save the Householder screen and an employee record is locked by another user then a message is produced to tell you that the record has been locked and this record didn t save Gl aft 8 O66 G2H8 ania fee HerisehoiderSonus Volume Allocation 3S Show messages Message was generated to advise that the volumes for employee 7000076 have Ca a EAE not saved hafpoe1 a _ Click the rors pve ARE a GREEN sae cis ro owe 6001 0 o_o ROUTER TOOUOTSSTEFANTE SWEET eoTe eT ONS Checkmark to HOMAS WISEMAN e010 GOON szeeu oavegaanerazrtt 2000 60 reaogs7 RUSSEL earen boe
12. asked Questions 33 Troubleshooting employee concerns issues related to incorrect payment 34 2004 04 22 2 Introduction The intent of this user guide is to demonstrate and explain the business procedures and system transactions associated with processing the householder bonus payments for Group 2 employees represented by the Canadian Union of Postal Workers CUPW This guide demonstrates the various steps involved to allocate volumes for employees and to ensure they receive payment for the delivery of these volumes The Event Manager EM Module of SAP tracks all mailings received for delivery by Letter Carriers These volumes are received into the Event Manager module by one of two methods e The first method the Electronic Shipping Tool EST receives all volumes from large mailers These are usually but not restricted to national mailings e The second method to receive mailings is the Unaddressed Admail Delivery System UADS which is where volumes received by individual smaller mailers can be entered when they are received in the depots This guide focuses on the SAP HR component of the overall process only The Time Management TM module of SAP captures relevant employee information for CUPW Group 2 employees such as which hours are worked which absence or attendance code or which route the employee was assigned to for a specific day SAP Time Management uses this information together with the volumes associated to each Lette
13. e caotscpce005 OVR_ NOTE There is an additional check on the mailing plan when being processed by a specific date Only one button either the SAVE button or the CREATE PAY RECORD button is accessible An S is displayed in the Status Field This indicates the record has been SAVED S amp S Show messages 7000072 CHARLIE BLATA 0007 sooo Soon 320047027092004702 11 2 00 P7 7000064 MELISA LAFORTUNE 0007 1oooon 3200402709200425 2 7000066 THOMAS WISEMAN oor 200 o0N a2004702709 20047027 115 ew AO 7e0aa6s EMMA MOORE eoer 208 00 32004 02 092004702 115 2 00 4 16 7000073 WAYNE HULL poor ooon a200a7027092004702711 2 00 0 00 7000073 WAYNE HULL oos aooo 3200470278920047027 11 2 00 0 00 7000076 CARLOS WRIGHT poas 3200470270920047027 115 2 00 6 80 320047027092004702 11 2 00 0 00 7000067 RUSSEL BARKER poa 3200470270920047027 115 2 00 362 7ao0ase THOMAS WISEMAN oia 320047027092004702 115 2 00 2 00 3200470270920047027115 2 00 6 70 3200470270920047027115 2 00 6 44 003 320047027092004702 115 2 00 6 74 aa aan 32004 02 092004 02 115 2 00 11 60 __ Create Pay Record Record created D TRS 2 600 bz caotscpce006 OVR 2004 04 22 13 Once the records are saved the Volume Allocation field turns blank again with the
14. is today or a date earlier then the Create Pay Record button is enabled By choosing this button the records are saved and are ready for payment processing In this scenario the Create Pay record was selected and the records are identified with the P to indicate they are ready for the next payroll processing 18 06 2hh anaa AB Householder Bonus Volume Allocation amp Show messages Empl ID ID Name Route Vol Tend Vol Allocation Vol Paid __ C Del Del Start D Del End D Sta Payment Tota eC 000072 CHARLIE BLAIR ooo7 508 00 00N 32004 02 092004 02 11 2 00 mG Oe 00 ew O O ooon seoza 2 7900086 THOMAS WISEMAN oor aoooon 320047027092004702r11P 2460 208 caN a 2004 02 08 2004 02 11P V 2 00 4 16 ooN aeeoaozroseooarozrmi 2 00 0 00 7000073 WAYNE HULL poos aooo 200 00N 320047027092004702711P 2 00 4 00 7000076 CARLOS WRIGHT oes 24e oan 320847027092004702 11P 2 00 4 80 mo ooon 32004702709 2004702711 2 00 0 00 eroon apacarazvasizo0area 11p 2 00 3 62 7000066 THOMAS WISEMAN 0010 1o0ooN 32004702709 2004702711P 2 00 2 00 7000066 THOMAS WISEMAN 0001 385 00 32004 02 092004 02 11P 2 00 6 70 422 00 32004 e2 092004 02 11P 2 00 8 44 87 00 32004 02 092004 02 11P 2 00 6 74 7500869 EMMA MOORE 0004 sen seo ooN 32004 02 09 2004 02 11P 2 0
15. oooh sgeosvazreazo04vaavii 2 eo 0 00 continue 7000066 THOMAS WISEMAN 0001 335 00 335 00N S2004 02 092004 02 11 2 00 670 7000067 RUSSEL BARKER 0002 42200 422 00N 32004 02 092004 02 11 2 00 8 44 7000059 ROGER LAW 0003 437 00 437 00N 32004 02 092004 02 11 2 00 874 7o00069 Emma MOORE ooa seooo 580 00N 32004702709 20047027 11 2 00 11 60 iv ee lt Create Pay Record Record created TRS 1 600 b caotscpce006 OVR g After the employee s master data is no longer in use it is unlocked and the supervisor can go back into the transaction ZHHB and complete the previous task for the employee locked By selecting the Show Messages button at the top of the screen directly under the screen title the supervisor can see which employee has not had the record and information saved 2004 04 22 14 Adjust volumes by employee if necessary It may be necessary to adjust volumes that have already been allocated This involves either adding more volumes to an employee or removing volumes from an employee to add to some one else Since volumes cannot be recorded greater than the Points of Call on the route it is important that the following steps be taken if volumes need to be adjusted Any time volumes are given to one employee they automatically reduce the volumes defaulted to the route owner For example if a route had 500 pieces assigned to
16. system and re submit the mail plan for payment i e Create Pay Record again SAP el 2846 eae CHE 8048 Ah Os S Householder Bonus Volume Allocation amp Show messages Empl ID_ ID Name Route gt l End D Sta Payment Total 5 Bu Payment can not been created Saved only jo4z04713 2 67 7 45 4 2356023 DENTS ROBINSON 0001 Re poces ater pay cat jaroaris 267 o oo m 2356023 DENIS ROBINSON 002 4z waoana 2 87 11 27 2214725 KELLY SEED i Barania 267 167 l jaaroaria 2 67 15 49 _ joaroari3 267 13 48 57452 ZDENEK MARIK 46t 3172740 DARLENE HALL BARRETT 2004 04 082004 04 13 2 67 3 16 148734 PATRICK BRIGGS 2004 04 08 2004 04 13 2004704708 2004 04 08 oon ee eee pa a fa a D Payment can not been created Saved only Re process after pay cutoff PR1 1 100 2 caotscpce004 OVR A NOTE Payroll is processed every second Monday and Tuesday Please refer to the payroll calendar provided to all field users for more information on the exact dates Assign the rate of pay per piece if required to a non standard mailing When the mailing is captured in Event Manager it is identified as either standard or non standard The rate of payment for a standard mailing is automatically calculated as part of Event Manager For non standard mailings the supervisor enters the negotiated rate of payment into this custom screen The process fo
17. the employee already has absences recorded for the entire period of the mailing an error message is generated You won t be able to continue until a valid ID number is selected Once the supervisor enters a valid employee ID number the system then moves to the next screen which is where the volumes are entered K 18 eee 54 anna nA Em Assign LC to uncovered route S Show messages Employee is absent for the mailing duration 3 Employee is absent for the mailing duration 2004 04 22 10 Allocate volumes delivered by each employee as recorded This screen displays all the routes where the mail plan ADS indicates volumes are to be delivered Daily the Supervisor can print a report to identify all active Householder Mail Plans that are out for delivery that day Please see section Using the various reports available at the end of this document for more details The Letter Carrier upon return to the depot either at the end of that day or the next morning records the volumes by mailing and by route they delivered that day Once the sheet is completed the supervisor enters this information into the screen Once the supervisor is advised of the volumes delivered they then use the screen shown below to enter in these volumes Householder Bonus Volume Allocation S Show messages Empl ID _ ID Name Route vol Tend Vol Allocation vol Paid _ CiDel Del Start D Del End D Sta Payment Total S Bu M 7
18. 000672 CHARLIE BLAIR poo sosoo 5o8 00N 32084 0270912004702 11 2 00 10 168 7000054 MELISA LAFORTUNE oar eoan 32084 02 092004v02 11 2 00 0 00 m 7000066 THOMAS WISEMAN Boor ooon 32004702709 2004702711 2 00 0 00 7eoca6s Eva moore eer eoan 32004 027092004702711 2 00 0 00 7000673 WAYNE HULL 8 00N 32004 e2 092004 02 11 2 00 0 00 7000073 WAYNE HULL 440 00N 2004 02 09 2004 02 11 2 00 8 80 _ 8 09N 32004 e2 092004 02 11 2 00 0 00 281 001 2004 02 09 2004 02 11 2 00 5 62 _ 7000066 THOMAS WISEMAN 0010 7000067 RUSSEL BARKER 0016 L ma 3 3 __32004 02 092004 02 11 2 00 0 00 __32004 02 092004 02 11 2 00 0 00 3 9 Ea ma EE 335 00 422 00 20547027092004 702711 2 00 6 70 2047027092047027 11 2 00 84a 2oaa o2 es2004 02 11 2 0 8 74 fa 2004702 09 2004702711 2 00 11 60 Kio 437 00 580 0 A a 00 A o E n E i a Create Pay Record TRS 2 e caotscpeende OVR A The Letter carrier who owns a route automatically receives the volumes assigned to that route The route owner and the volumes assigned to the route owner are displayed on the screen and are grayed out Those employees who have delivered any time during the delivery span are also displayed on the screen under the owner of the route but it is in an open field white field where volumes can be entered All the routes where the owner has been absent substitutions cr
19. 0069 EMMA Moore G007 100 109 60 updated 2000 200 OON SraUa TEES ERE aem i 208 00 298 00N 52004702709 2004702713 0 00 eoon 520847027092004702713 ooo aao o0N 520847027092004 02 135 4 56 19 80 7000076 CARLOS WRIGHT 000 ooon 52084702709 2004702713 oeo B1 ooN 5200470270920047027135 4 50 8 15 798 00N 52084702709 2004702713 0 00 8 00N 52004702 082004702713 oeo 7000066 THOMAS WISEMAN 3 ooN 52084 02 092004702 135 4 50 15 98 7000067 RUSSEL BARKER 000 422 00N 52004 02 09 2004702 135 4 50 18 99 437 00N 520047027092004 702 135 4 50 19 67 _ soo ooN 5200470270820047027135 450 2610 Create Pay Record TRS 1 600 e caotscpcendB OVR A 2004 04 22 21 Householder Bonus Volume Allocation amp Show messages a a a g 000 Employee 07000069 enter rate 000 Employee O7000066 enter rate 000 Employee 07000054 enter rate 00O Employee 07000067 enter rate VOek Cr mn PaP ReOMRSo as 0 00x Empl 0 porate RUSTE TY OT Tern A VOT P ater Te Payment Total S Bu E 7000072 CHARLIE BLAIR 6007 soo TOON s2004702709 20047027135 450 000 7060069 EMMA MOORE e007 1a000 100 00 520047027092004702713 000 7000066 THOMAS WISEMAN 0007 290 00 200 0N 52004702709 2004702713 0 00 7000054 MELISA LAFORTUNE 007 208 00 208 00N 52004 027092004702713 6 00 7eo0a73 WAYNE
20. 0075 STEFANIE SWEET foto o 281 00 32004 027092084702 11 2 00 5 62 _ 7000068 THOMAS wisman o0 eoan 32004 02 092004702 11 2 00 0 00 _ 7000067 RUSSEL Barker fo1a ooon 32004 027092004702711 2 00 0 00 _ 7000068 THOMAS Wiseman oo01 sosoo 335 00N 32004702709 20047027 11 2 00 6 70 7000067 RUSSEL BARKER 02 42200 422 00N 32004 02 092004702 11 2 00 8 44 7000059 ROGER Lay eea aroo 437 00N 3200470270820047027 11 2 00 8 74 __ 580 00 32004702708 20047027 2 00 11 60 gt mo imo Create Pay Record Volume Allocated exceeds maximum fi TRS 1 600 e caotscpeedd6 OVR A If you receive this message you need to reduce the volumes you have entered for one or more employees You can do this by clearing the field and hitting enter Additionally if you have already entered volumes and are trying to adjust them you need to enter a negative amount for one of the employees before you can increase another This custom screen to allocate volumes also automates the rate of pay except in the case of a non standard mailing per piece delivered and the number of pieces to be delivered by route No one can be paid for more pieces delivered than Points of Call PoC s on the route nor can anyone receive a rate of payment other than the standard rate applicable for the size and weight of the mail piece On this screen the Payment field rate per piece
21. 07 goa066 6 2004 02 20 4 50 000069 2004 02 16 2004702 20 4f 000073 2004 02 16 2004702720 4 50 000073 2004 02 162004702 20 4 50 0000686 2004 02 16 2004702 20 4 50 000075 62004702720 4 50 000067 2004 02 16 2004702 20 4 50 000066 62004702720 4 50 oo0066 2004 02 16 2004 02 20 4 50 000067 004 02 16 2004 02 20 4 50 000058 2004702 16 2004702720 4 50 000068 2004 02 162004 02 20 4 50 Create Pay Record TRS 1 600 t cactscpce06 OVR A ERROR MESSAGE Enter Rate When the agreed upon rate is entered as on the previous screen the payment field for all employees on all routes are filled with the rate selected However when the data is saved if there are no volumes associated with the employee and the route the payment has the rate removed and the field is blanked out If volumes are then allocated on a subsequent day to one of these employees and the record is SAVED an error message is generated to indicate the rate field has not been updated prior to saving g bp ouseholder Bonus Volume Allocation S Show messages Volumes have been allocated for 4 employees The rate table has not been Empl ID__ ID Name Route vol Tend Vol Allocation Vol Paid _ C Del Del Start D Del End D Sta 000072 CHARLIE BLAIR eoo7 sooo S ON _52004 02 mohe Cycle 700
22. 92004702711P 2 00 2 00 7000066 THOMAS WISEMAN B007 200 00N 32004 02 09 2004 02 11P_ 2 o0 a ae 000069 N 32004 02 09 2004 02711P_ lt the record is 000073 2004702709 2004702711 T 000073 2004 027092004702 11P_ 2 00 T ready to be 000076 2004702709 2004702 11P_ 2 00 4 80 000075 2004702 092004702711 2 00 0 00 processed with 000067 2084 62 09 2604 02 11 GO0066 THOMAS WISEMAN 0010 2004 02 09 2004 02 11P 0066 2004 62 09 2004 02 11 F the next pay ON 32004 02 09 2004 02 11P o N co 000059 ROGER LAW 437 0 1 G00069 EMMA MOORE 580 00 580 DON 1 Save Create Pay Record 4 Record created D TRS 2 600 ta caotscpce006 OVR g The CREATE PAY RECORD option is very similar to the SAVE option except it saves all information in infotype 0015 as unlocked which allows payroll to pick up these records for processing 2004 04 22 17 ERROR MESSAGE Payment can not be created When the CREATE PAY RECORD button has been selected the system does a validation against the Payroll Control Record Status If Payroll is not in EXIT status meaning payroll is currently being processed all these records are then saved in LOCKED status and a message is generated The message displayed is Payment has not been created Saved only Re process after pay cut off This requires the supervisor to go back into the
23. Business Transformation User Guide for Householder HH Bonus Payment Process April 2004 2004 04 22 1 Table of Contents Introduction 3 Review Householder Bonus Payment Volume Allocation in Time Management 4 Display Letter Carrier Householder Volumes Delivered 5 ERROR MESSAGE Opted in Do not process in SAP T ERROR MESSAGE Records cannot be processed Payroll Processing 7 ERROR MESSAGE Assign LC to uncovered route 8 ERROR MESSAGE Employee is absent for the mailing duration 10 Allocate volumes delivered by each employee as recorded 11 ERROR MESSAGE Volume Allocated exceeds Maximum 12 ERROR MESSAGE Employee Locked Failed 14 Adjust volumes by employee if necessary 15 Confirm delivery of householder volumes at the end of the deliver cycle to generate payment 16 Submit Volumes to Generate Payment Record 16 ERROR MESSAGE Payment can not be created 18 Assign the rate of pay per piece if required to a non standard mailing _ 18 ERROR MESSAGE Enter Rate 21 Manually add an employee to a mailing list if necessary 22 ERROR MESSAGE Select Route for employee 23 Adjust retroactive volumes if necessary 24 Using the various reports available 26 Report ZHRPT437_Activemp 26 Report ZHRPT358_ HHBONUS 27 Query 1 Unpaid Mailings Report 28 Query 2 Period Summary Paid 30 Query 3 Locked Mailing Plans Unpaid 30 Query 4 Pay Period Detail By Employee 31 Frequently
24. CASH C FINANCIAL RESOURCE MANAGEMENT LJ SOURCING MANAGEMENT HUMAN RESOURCES amp ORG PERFORMANCE E me wa m TRS 1 600 P caotscpce006 OVR This will take you to the Householder Bonus selection criteria input screen System Help 1 Enter the applicable Cost Centre for the Depot BI8 6 8 SCHR SRA feos Cost Centre 318469 Date 20040210 2 Enter the coal Key Date Continue 3 Select the button at the end of the ADS field to display all valid mail plans TRE 600 H caotscpeeO06 OVR 2004 04 22 5 al akecece nnm BHSHi fle 4 Double click Householder Bonus on the AD S Mail Plan you want to display volumes for Householder Bonus Payment Adjustments FUTURE SHOP RED TAG SALE noopopoopa 123456789 SEARS CANADA SPRING CLEARANC pnooponoop A234567690 CANADIAN TIRE WEEKLY FLYER oooc000000 A345676901 FUTURE SHOP RED TAG SALE pnoopoooogoa B123456789 SEARS CANADA SPRING CLEARANC ooopopoopa B234567890 CANADIAN TIRE WEEKLY FLYER B345678901 FUTURE SHOP RED TAG SALE 0123456789 SEARS CANADA SPRING CLEARANC These buttons C234567690 CANADIAN TIRE WEEKLY FLYER oooooooo0o C345678901 are not active in this screen DI S Aml SHAS edal OE Householder Bonus 5 This populates the ADS field EEE then click on 2004702710 Continue 123456769 a button Continue 4 During the process of retrieving the proper mail plan ADS there
25. HOMAS WISEMAN foo7 ooon 520047027162004702720 ooo i 70063 Emma moore boer eoon 52004 027162084702729 od 7000073 WAYNE Hut bor eoon 52004 027162084702720 ooj Se The Payment field is blank 700073 WAYNE HULL poos amoo 440 00N 52004702716 2004702 20 7ep086s THOMAS WISEMAN 0008 ooon 52004 02 162004702720 ood 7000075 STEFANIE SWEET 010 o 281 00N 520047027162004702 29 oeo 7000067 RusSEL BARKER oo eoon 520047027162004702 20 oeo 7000066 THOMAS WISEMAN oo eoon 520047027162004702 20 eeo 7e00a66 THOMAS WISEMAN 001 a3500 335 00 52004 027162004702720 eeo 7000067 RUSSEL BARKER oez 42200 422 001 520047027162004702 20 6 00 7000959 ROGER Law oas aaroo 437 o0N 52004702716 2004702720 o oo f 7000963 EMMA MOORE ooa 58000 580 00N 52004 027162004702 20 ooo i gt __ gt Save Create Pay Record TRS 1 e caotscpce005 OVR Working with local union representatives a rate per piece for delivery by Letter Carriers is negotiated This new rate is entered in this screen Note This field is only accessible for data entry if the mailing has been identified in Event manager as being non standard 2004 04 22 19 Negotiated rate of pay per piece Is entered in any field Householder Bonus Volume Allocation E Show messages Hit ENTER
26. Unpaid Pay Period Detail By Employee Report by period by Cost Soren ene 13 2002 Centre Summary by amp Other Perio 3 2004 i i 2004 02 01 to 004 02 14 l employee of volumes processed by rate of payment Report by period by Cost Centre Detailed by mail plans not processed or where payments not generated ARE 690 El caotsepoe006 OV Query 1 Unpaid Mailings Report This report allows the depot supervisor to have a tool to identify a summary of mail plans that have not had payment records created for their Letter Carriers It provides the information to display the different levels of late such as 0 1 days 2 3 days gt days etc Below is a sample of the report From the initial screen above select the Unpaid Mailings Report button and click on the icon to EXECUTE the report This report is executed to determine all mail plans with no T0015 additional payment records or IT0015 records created in a locked status Report by period Details by employee showing each mail plan Enter the Cost Centre Also an 318469 Include Subordinate Cost Centers option to select subordinate cost centres Enter a KEY DATE Click the EXECUTE select the range button of dates for lates TRS 2 G90 I cactscpce065 OVR 7 2004 04 22 28 Report provides list of mail plans by lateness Individual cost centres will be displayed on separate lines e 318 6 DAR 58451 ff oe
27. WAYNE HOLL Goos aooo 200 00 32004 02709 2004 02 11P 2 00 4 00 gt volumes 7000076 CARLOS WRIGHT goa zoon a2004 027092004 02 11P 2 00 4 7000075 STEFANIE sweet Boia 26100 oon 32004702708 20047021 297 7000067 RUSSEL BARKER Boa 1er oaN 32004 02 082004 02r 11 P 27 7900066 THOMAS Wiseman Boo 100 00N 32004 02708 2004 p7 7o0a066 THOMAS WISEMAN 6001 aeoo 335 00N 3200470207 Hit ENTER 7000967 RUSSEL BARKER poo a220 422 00 3207 p Io e 7000058 ROGER Law poea ro r ON re 2 00 8 74 700068 Emma MOORE ooa soo S eroa 20o 11 60 Te WOR 320047627092004702 11P 2 00 10 12 _ 4s6 00N 32004 62 092004 02 11P 2 00 9 32 _ asco Ao _ 227 00N a2004 02 0s2004 02 11P 2 00 4 54 oz O o o o S l o a a O O a N A 7900070 GORDON FIELOSTONE 0905 semo 7 O O KD Save Create Pay Record TR 1 600 e caotsepeed6 OVR A This field only allows for a valid CUPW Group 2 employee to be entered If a non CUPW group 2 employee ID is entered an error message of Invalid entry is generated Once a valid ID number is entered the supervisor can then enter the number of pieces the employee delivered Once the record is saved the employee record is moved upwards on the list with the other corresponding information for that route ERROR MESSAGE Select Route for employee If the route selected for the employee has multiple records for
28. adjusted The next day after the DCS has been printed you are able to allocate volumes among the Letter Carriers LC who delivered on each route There is a custom Time Management screen which uses information taken from the other areas of Time Management to show who worked on a route on a particular day The custom screen shows the route owner and any other employees who are assigned through TM transactions to a route during the delivery cycle of the mailing These other TM transactions include anyone who has been substituted on a route for any day within the delivery cycle or anyone who has worked overtime either within the depot or from outside the depot For example these include a Relief LC who is assigned to cover a scheduled absence such as vacation for a LC or employees who have been offered portions of uncovered routes At the end of the delivery cycle the Supervisor reviews all the volumes delivered as reported by the employees ensures the correct information is entered and then submits the records for payment 2004 04 22 4 Display Letter Carrier Householder Volumes Delivered To access the Householder Bonus screen enter the transaction code ZHHB in the Command Field or scroll through the standard menu to locate the transaction E Menu Edit Favorites Extras System Help ZE aa e Gal SAP 1 Enter the Transaction Code ZHHB in the command field C Canada Post Standards ORDER TO
29. an be done to the table when payroll is running This status and error message will only exist when payroll is actually running on Sunday nights and Monday nights Normally during the day Payroll should not be running and this status should not be locked 2004 04 22 T al NEI OCS CHR DHOHiAE IC SAP R 3 KA Exit PRT 1 100 95 caotsepced03 OVR ERROR MESSAGE Assign LC to uncovered route This screen shows up as part of the transaction ZHHB anytime EM has received volumes for a specific route and this route information cannot be matched with correct information in the HR Time Management custom screen el i ss ROSE LHS AHH fe OF Assign LC to uncovered route This shows that route 0003 does not have anyone assigned to it amp Show messages caotscpce006 OVR 2004 04 22 8 There are two possible reasons for this screen to show up Firstly the incorrect or incomplete staffing actions can cause this screen to appear This means there are volumes associated with a route and the HR table does not have an employee associated to that route If a route doesn t have anyone assigned to it then it is displayed in the screen There are several scenarios that may cause this for example a vacant route without anyone assigned through SAP Organization Management Additionally the owner of the route could be absent either long term or has an absence code recorded in CAT2 during the entire lengt
30. beside their name and route Below is a sample of this report Enter the Cost Centre and the Date for the depot you want the mail plans displayed Householder Report Active Mailing Plan OH Cost Centre 318469 Date 2004 02 10 Select the Generate report icon clock TRS 1 600 e caotscpce005 OVR 2004 04 22 26 The next screen gives you the option to either print the report directly or to view the report using the print preview option If you do select the print preview option you can then print this from this print preview Print the report directly from this screen or select Print Preview g 1B Cae G8 anaa Ee SAP RA exmar D Print Print preview 3 TRS 1 600 P caotscpce006 OVR g Report ZHRPT358 HHBONUS This is a new custom report built ZHRPT358 HHBONUS This report has four separate queries within it Below is information on each of these queries and when you would want to use them Enter the reporting period you want and select one of the four reporting type options The report defaults to the current period or you can enter the period you want to view Enter the pay period and the year hit ENTER and the date fields are populated 2004 04 22 2 118 ece SH 2000 HH OB Query to find a list of all Householder Bonus Report mailings where the payment record has not been created Period Summary Paid Locked Mailing Plans
31. ces for route 0008 The route owner Wayne Hull actually delivered 200 of these pieces To give back the volumes it is necessary to reduce the volumes for Carlos by entering 200 00 pieces Hit enter to move these volumes back to the route owner Wayne Hull 2004 04 22 15 Confirm delivery of householder volumes at the end of the deliver cycle to generate payment At the end of the delivery cycle the last day of the cycle or later the supervisor confirms that all volumes have been allocated This is done by validating the sign off sheets for the volumes delivered by the employee and by touring the work floor to ensure the Letter Carriers have not left any admail volumes behind Once the volumes are confirmed as delivered the supervisor submits the records for payment Note on Payment Cycles With the implementation of SAP the employee now receives payment every two weeks in arrears instead of once every 6 months Submit Volumes to Generate Payment Record Once all volumes have been allocated and the delivery cycle is complete it is time to submit the volumes for this mailing for payment After the volumes are entered click the CREATE PAY RECORD button Householder Bonus Volume Allocation Afte r th e S Show messages volumes have been adjusted and only at the end of the delivery cycle Empl ID _ ID Name Route vol Tend Vol Allocation Vol Paid C Del Del Start D Del End D Sta Payment Total S
32. different mailing attributes for example compressed delivery for a portion or separate records for business versus residential delivery then the supervisor will be prompted to select the appropriate route record for the employee A drop down box appears with the valid route records from which the supervisor can choose from 2004 04 22 23 Adjust retroactive volumes if necessary Once the information has been captured in this custom screen there may be times when it needs to be changed Changes could be required to information either after it has been saved which requires the supervisor to make the change and re save the record or after the record has been processed for payment This is referred to as a retroactive adjustment The process for this is very similar to changing adjusting volumes for a saved record The supervisor accesses the mail plan makes the necessary changes saves the record again and then selects the Create Pay Record again For this scenario we will use the mailing below Employee Melissa Lafortune has received payment for 100 pieces of this mailing It has been determined that the employee did not deliver any householders and that Thomas Wiseman actually did the delivery The supervisor must remove the 100 pieces from Melissa and credit Thomas with these 100 pieces 19 6 SHE Bona HE OB Householder Bonus Volume Allocation The P in this field indicates the payment has al
33. eated for the route or OT portions offered are displayed in this custom screen first Then all the remaining routes where the volumes have defaulted to the owner are displayed If necessary a field at the bottom of the screen allows the supervisor 2004 04 22 11 to add another employee to a route if for some reason the employee wasn t included in the displayed area under a route ERROR MESSAGE Volume Allocated exceeds Maximum While allocating the volumes the supervisor adds volumes to the employee as per the listing provided to them Adding volumes to any Letter Carrier on the route automatically reduces volumes from the route owner This screen does not allow for assigning volumes greater than the total points of call for any route If you try to allocate volumes greater than the number of points of call you will receive an error message 19 6 SHE anaDa HH ee Householder Bonus Volume Allocation In this case the route has 440 pieces and the supervisor has attempted to assign 445 pieces SS Show messages Volume Allocated exceeds maximum yos2004762 11 709 2004102 p yo9 300 200 00 m Empl ID __ ID Name Route 7000054 MELISA LAFORTUNE ooo 7000066 THOMAS WISEMAN ee o 2 06 6 00 a 2o 0 00 7000073 WAYNE HLL poos aoo a p opozo 2 00 8 80 7000076 CARLOS WRIGHT aoas 4 AN a2004 02 092004 02 11 2 00 0 00 700
34. eholder Bonus is now paid every two weeks The payments are two weeks in arrears for Full Time employees and are for the current pay period for Part Time employees since they are currently paid two weeks in arraers The report can be generated and printed from directly from SAP or it can also be exported into an Excel spreadsheet if you want to post the data in this format instead Below is a sample of this report The report displays all employees in the depot and a summary of the volumes paid during the period For example the report will only indicate those mailings the Supervisor has confirmed as completed by clicking on the Create Pay Record on the last day of the mailing To generate the report select the Period Summary button and enter the Cost Centre Number for the depot Hole 1H Cae DAH 2042 fH OR Householder Bonus Report Pay Period Summary Qi A E PSatrobh Bee New Selection All employees cost centre are Householder Bonus Report Pay Period Summary Cost Centre 318469 LCD N OTT belonging to the Payroll Period 20040201 to 20040214 Personnel 07000066 Employee Name Volume Rate Cents Total Amt THOMAS WISEMAN 6 366 00 2 00 127 32 THOMAS WISEMAN 435 00 4 50 19 58 07000066 THOMAS WISEMAN 435 00 5 45 23 71 07000067 RUSSEL BARKER 1 969 00 2 00 39 38 07000067 RUSSEL BARKER 422 00
35. either cradles the PDA or completes the staffing process in SAP before moving on to the next screen The second scenario would mean there are different route numbers associated between what PCSS LCRMS indicates and what is showing in the HR Custom table The corrective action requires the supervisor to report this information to the Route Measurement Officer RMO or to the Delivery Services Officer DSO to report this to ensure the information is corrected in PCSS It should be noted that the process of advising the RMO DSO has not changed What has changed is the importance of feeding the information from the supervisor to the RMO DSO immediately to have changes made in a timelier manner It is important the supervisor understands not to just click on the Save and Continue button without entering an employee ID number If no Employee ID 2004 04 22 9 number is entered at this screen then this route does not appear when the next screen shows up This prevents the supervisor from adding an employee or the route later in the process In this scenario a RLC from another depot will cover this route K Assign LC to unco a employee CEE ID 7000059 in the Empl ID field Click the Save and Continue button TRS GOO ea castscpced06 OVR A ERROR MESSAGE Employee is absent for the mailing duration During the process of completing the pop up box above there is a validation against the employee s ID number If
36. eive the normal rate of pay and the residential portion is to be paid at the negotiated rate Information from EM displays both business and residential points of call separately if they have different rates to be applied File i E Show messages If the rate is to be applied to all the routes in EmplaiD D Names el End Sta Pamer the depot click 000072 O Yes D eee TOS ELISA DAFO rene O the Yes button 7o00866 THOMAS WISEMAN 0007 ooon 52004702716 2004702720 o0 TE zaage Ema moore perj oenn s2004a702716200a702720 ooo en o aaen 52004 02 162004 02 20 ooaj D sze04 e2 162004 62 20 6 60 7000075 STEFANIE SWEET oora 26100 281 GON Sgooa o2 1ez004 02 20 ooaj 7000067 RUSSEL BARKER 001 00h 5 2004702 16 2004 02 20 0 00 e 00n S2004 02 16 2004 02 20 ooj o ason s004 02 162004 02 20 6 00 o a22 oon 520047027182004 702720 ooaj N S2004 02 162004 02 20 ooo e o N S2004 02 162004 02 20 oo o gio dic Save o Create Pay Record TRS 1 e caotsepcedd6 OYRA 2004 04 22 20 Householder Bonus Volume Allocation amp Show messages The rate has now been applied to all fields 7000072 CHARLIE BLAIR 0007 sooo A 7000054 MELISA LAFORTUNE 0
37. employee now provides the supervisor with the information as the whet they delivered component With this information entered into SAP the employee should now be paid accurately for their householder volumes delivered 335 00 2 00 0 00 TRS 2 690 P caotscpce006 OVR 2004 04 22 32 Frequently asked Questions 1 Can volumes be adjusted once the information is passed from the Event manager module to the SAP HR custom screen No Once the DCS has been printed from Event Manager there is only until midnight that night to make any changes to volumes or mailing attributes i e compressed delivery or setting to non standard Once the mailing moves to the SAP HR Time Management custom screen changes cannot be made 2 How does the system know to pay to compress the delivery for a mailing The system uses information provided by Event Manager to determine the delivery dates When the mailing is accepted in Event Manager the system looks at the expected delivery start date and the received date to determine if compression is required For example if the mailing has an expected delivery start date of Feb 17 and the mailing was not received until 14 30 pm on Feb 16 the Event Manager automatically determines this delivery will be compressed since it was received after the cut off time of 11 00 am for the days prep 3 How can compress deli
38. h of the delivery cycle and no Relief Letter Carrier has been assigned via substitution to cover the route This screen allows you to assign any employee to a route only which allows the employee and route to be displayed on the Householder volumes screen It does not make the corresponding transactions in Time Management secondly if there is a difference between the route identification information from Event Manager which gets its information from the Postal Code Support System PCSS or the Letter Carrier Route Measurement System LCRMS and the HR Custom Time Management table then this prevents the system from associating the correct employee to the route Each of these two scenarios have different corrective actions In the first scenario an employee may have been assigned to a route yet the Staffing Officer may not have completed the employee movement action To correct this the supervisor can enter the employee s ID in this field and continue to the next screen They should note this and follow up with the Staffing Officer to ensure this is completed immediately to prevent this scenario from happening the next day Also there may be instances where an employee is absent and the supervisor either has not cradled the Personal Data Assistant PDA or has not done the staffing of the route either through substitutions or incentive overtime portions in SAP For these types of issues it is required that the supervisor returns to SAP and
39. indicates the ADS number the name of the mailing the route the employee worked on the volumes delivered the rate of payment and final the last two fields indicate whether the employee has been paid for the volumes or whether the record is locked In the event an employee has a problem with their paycheque the supervisor would use this report to provide the details of what the employee has been paid To generate the report select the Pay Period Detail by Employee button and enter the Employee s personnel number This displays the ADS number and name the route the employee worked on the volumes delivered and the rate of pay for the volumes The last two columns are the important ones on this report They indicate whether the employee has been paid for the volumes or whether the record is still locked and the payment is not generated 2004 04 22 31 e a1 C4 82H anin AH Oe Householder Bonus Report Pay Period Detail By Employee Q 47 7 8 8 8 27 BS S New Selection This column indicates the payment has not been generated for the employee to be paid Cost Center ADS Customer Name Route End Date Volume Amt Paid Dollars FUTURE SHOP 0001 2004 02 11 4222 00 2 00 64 44 0 00 Lee A123456789 FUTURE SHOP 0007 2004 02 11 108 00 2 00 2 16 0 00 A123456789 FUTURE SHOP 0010 2004 02 11 100 00 2 00 2 00 0 00 A234567890 SEARS CANADA 0001 2004 02 12 335 00 2 00 A234567890
40. is grayed out and cannot be adjusted The only way the rate can be adjusted is for the Supervisor to have triggered this mailing as a non standard back in Event Manager prior to the DCS being printed 2004 04 22 12 The screen shot below shows a typical standard mailing where the volumes have been allocated according to employees identified delivering on the route 1 Volumes are S Show messages entered based on the information provided to the supervisor Empl ID ID Name Route Vol Tend vol Allocation Vol Paid C Del Del Start D Da 7000072 CHARLIE BLATR e007 soo p 000054 MELISA LAFORTUNE 0007 100 00 100 Q0 rozr092004 02 11 7000066 THOMAS WISEMAN 007 20000 Ar mN 32004702709 2004702711 2 00 oz 20 208 00N 320047027092084702711 eN _a2004 e2 e92004702 11 7000073 WAYNE HULL aeon a2004re2resiz004702 11 440 00 449 00N _3 2004 02 09 2004702 11 aeon 32004702 re9 2004702 11 100 00 108 00N 320847027092004702711 181 00N _32004 02 09 2004 02 11 aN 1e N 3 E Na JME a 3 wN 2 After the Volumes have been allocated Click on the SAVE button 0 0 0 ala S 0j o O O 3 9 7900086 THOMAS WISEMAN 00 Io 422 00 a 3 m Be 8 8 000067 RUSSEL BARKER 000059 ROGER LAW 000069 EMMA MOORE D PDL I Sls Bs ae 8 8 00 580 00 2004 02 09 2004 02 11 ass TRS 2
41. is the potential for several error messages See below for samples of these messages and how each should be handled 2004 04 22 6 ERROR MESSAGE Opted in Do not process in SAP There is a table containing the 19 depots cost centres that are still opted in for householders On the first screen when the user tries to access the mail plan a validation against this cost centre table is performed in the background If one of these depots cost centre numbers is selected then this message is generated Upon receipt of this message the user needs to exit the transaction ZHHB and revert to the proper method to process the householder volumes for these depots gi af t 8 6 CAR ania nA Of Householder Bonus 052817 2004 04 07 Opted In Do not process in SAP Paa a 3 Opted In Do not process in SAP gt PR1 1 100 caotscpce003 OVR ERROR MESSAGE Records cannot be processed Payroll Processing When the user enters the transaction code ZHHB there is a check against the payroll control record for payroll area 01 If it is in locked status Released for Payroll meaning that payroll is currently being run the user is advised through this error message that they cannot enter the transaction ZHHB screen and process mailings No master employee data can be modified while payroll is running No IT0015 records can be modified changed when the control record is locked as no direct updates c
42. r Carrier route to determine who delivered on a specific route and who should be paid for these volumes This user guide demonstrates the key components to complete this task of allocating volumes to the correct Letter Carrier These key components in the Householder Bonus Payment process are Display Letter Carrier Householder Volumes Delivered Allocate volumes delivered by each employee as recorded Adjust volumes by employee if necessary Confirm delivery of householder volumes at the end of the deliver cycle to generate payment Submit volumes to Generate Payment Record Assign the rate of pay per piece if required to a non standard mailing Manually add an employee to a mailing list if necessary Adjust retroactive volumes if necessary Using the various reports available 2004 04 22 3 Review Householder Bonus Payment Volume Allocation in Time Management Information recorded in Event Manager is also used in the Time Management module in order to pay employees for the correct amount of Householder pieces delivered The Delivery Control Slip DCS is printed from Event Manager on the prep day for the Householder mailings Remember that once you print your DCS you only have until the end of that day to make changes in the volumes received and the mailing characteristics in Event Manager That night the DCS information is sent to a custom screen in Time Management changes to the volume counts cannot be
43. r negotiating the rate has not changed The rate of payment for any mailing can only be adjusted by identifying in Event Manager that it is non standard The rate for a standard mailing cannot be 2004 04 22 18 adjusted from the SAP HR Time management screen Rates of pay are automatically calculated based on a rate table configured in SAP and information on the category type delivery span and size weight of the mail piece that has been entered into EM Once the mailing has been identified in Event Manager as non standard this allows for the payment field to be left blank when the mailing is displayed in the transaction ZHHB Past practice has the depot management in conjunction with the Local Union representative agreeing to a rate of payment for the delivery of the mail piece This process does not change in the future The rate of payment is still agreed to locally however this negotiated rate is now entered into the payment field in the Householder Bonus screen Mailing has been identified as Non standard in Event Manager NYP Householder Bonus Volume Allocation amp Show messages Empl ID _ ID Name Route vol Tend Vol Allocation Vol Paid _ C Del Del Start D Del End D Sta Payment Total S Bu M 7000672 CHARLIE BLAIR eoor sosoo 50e 00N 5Z004 02 162004 02 20 ooo 7000054 MELISA LAFORTUNE oer ooon 52084702 1682004702720 ooo m 7000066 T
44. ready been created amp Show messages Empl ID ID Name Route Vol Tend Vol Allocation Vol Paid __ C Del Del Start D Del End D Sta PaysrTotal S Bu M 7000072 CHARLIE BLAIR boor soo ooon 32004702708 2004r02r11 A 20o 0 00 7000054 MELISA LAFORTUNE 6007 100 00 100 00N 32004702709 2004702711 2 00 2 00 7000066 THOMAS WISEMAN 0007 100 oomen annl 320047027092004702 11P 2 00 4 00 j 70069 Erma MOORE bor 2080 e e l a 4 18 7090673 WAYNE HL or ooon 9200870270 DO 900073 moo 200 00N 320047027092004702 1P 7000076 __ 249 06 _si20047e2vasi2004702 11P 2 00 7900075 aia r ooN azanaraz a9z004 02 11 2 00 7000067 a0 1erooN 32004 027092004702 11P 2 00 os moen 3200470270920040 1P 2 00 1 Enter the new adjusted volumes in the N 4 80 8 05 3 62 i 2 00 7O0G66 THOMAS WISEMAN 001 soo 335 00 32004 02 09004 02 11P 2 00 6 70 iat 7000067 RUSSEL BARKER 0002 42200 a22 00N 32004 02 092004 02 11P 2 00 6 a appropriate 7000059 ROGER LAW oaoa aroo aa7oon a200a 02 092004702711P 2 00 8 74 field s 7000069 EMMA Moore eea seooo 5e0 60N 32004 02709 2004702 11P 2 00 11 60 CO E Save Create Pay Record TRS 1 600 ea casts pce OVR A 2004 04 22 24 KA 1B CGR CHR 3008 fH en Householder Bonus Volume Allocation Show message
45. s Empl ID ID Name Route vol Tend vol Allocation Vol Paid _ C Del Del Start D Del End D Sta Payment Total 5 Bu 7000072 CHARLIE BLAIR poor swo ooon 3200470270912004 702711 2 00 o oo E 7000064 MELISA LAFORTUNE oer 100 00 o oaN 3208470270820047027 11 2 00 0 00 7000066 THOMAS WISEMAN poor 100 00 300 00 3 2004 a2 092004 02 11 2 00 6 00 208 88N _32004702 082004702 11P 2 00 416 _ ooon akomozrookoonoarn 20o 0 001 mw 20000N 320047027082004702711P os 24oon 32004702 09 2004 02 11P DO 7000075 STEFANIE SWEET 0010 o ooon 320847027092004702711 2 00 D 7000067 RUSSEL BARKER oo 1e1oon 32004702709 2004 02 11P 2 00 7000066 THOMAS WISEMAN oo 1000an 32004702709 2004 02 11P HOMAS WISEMAN 0001 33500 335 00N 32004 02 092004 B2 11P 7000067 RUSSEL BARKER 0002 azzo 422 00 3200470270912004 02 11P 7000055 ROGER Law oes aszoo 437 00 32004702709 2004 02 11P Pp 7000069 EMMA MOORE go04 seoa 560 60N 32004 02 09 2004 02 11 Save Create Pay Record TRS 1 e catscpce005 OVR_ 2 Hit ENTER The field to indicate payment is now blank for these two employees 3 Hit the SAVE button or Create Pay Record to re save the information Only one of either the Save or the Create Pay Record will be enabled at any given time This is dependant on the date the record is being processed for If the end date of the mailing
46. the route owner by giving 200 pieces to another employee the route owner s volumes automatically adjust to 300 pieces If all the volumes have been allocated in order to add further volumes to an employee it is necessary to reduce the volumes first from one of the employees before these volumes are available again to be added to another A negative value needs to be entered in the Volume Allocation field At this step you may also see the Volume Allocated exceeds maximum error message If you do see this message reduce for the first employee HIT ENTER and then proceed to add the volumes to the next employee IB CSGA 2898 3 oaS fh ee Househoider Bonus Volume Alfocation After the Volumes have been adjusted Click on the SAVE button SS Show messages Empl 10 _ Route Vol Tend Vol Allocation Val Paid _ CiDel Del Start D Del End D Sta Payment Total S Bu E 7000072 CHARLIE BLATR coor sooo ON S004 02 09 2004 02 11 2 00 0 00 Y ELISA LAFORTUNE 188 on 32004 02 09 2004 02 115 2 00 2 007 HOMAS WISEMAN 7000069 EMMA MOORE 208 50 AYNE HULL AYNE HULL 000076 CARLOS WRIGHT 000075 STEFANIE SWEET 000067 RUSSEL BARKER OO0066 THOMAS WISEMAN OO0066 THOMAS WISEMAN WPL Create Pay Record TRS 2 eo es castscpce05 OVR Inthe previous section to allocate volumes the employee Carlos Wright was assigned all 440 pie
47. very if a Letter Carrier has to deliver all volumes on day 3 of a 3 day delivery cycle You cannot manually compress a delivery date in the Time Management screen Delivery compression can only be triggered through information entered in Event Manager late receipt 2004 04 22 33 Troubleshooting employee concerns issues related to incorrect payment Employee Supervisor Payroll Employee has a problem with their HH bonus payme See Supervisor employee absent during the period report their Run report ZHRPT358 HHBONUS Summary by period missing volumes be identified to z ail plg olumes Match With the Volumes No Run report ZHRPT358 HHBONUS Detailed by employee ntact Payroll t ta listin No comes a ae Sng Provide wage type of all records wage types processed 7 List to supervisor for the paycheque Review records from Payroll Can problem be resolved Make adjustments and re save transaction ZH HB 2004 04 22 DRAFT 34
Download Pdf Manuals
Related Search