ARCHIVED CD 2001-023

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November 5, 2001

SUBJECT: On-line Pro Forma - Phase 3


1.1 The purpose of this directive is to introduce phase 3 of this new data entry option for the on-line Regional Pay System (RPS). With the implementation of phase 3 of the on-line pro forma, the user will retrieve, from the Transaction Data Base (TDB), data from the most current transactions corresponding to the selection criteria.

1.2 This directive must be read in conjunction with the Compensation Directive 2001-016 dated July 23, 2001, entitled "On-line Pro Forma - Phase 1" and with Compensation Directive 2001-021 dated October 11, 2001, entitled "On-line Pro Forma - Phase 2".

1.3 In this text, use of the masculine is generic and applies to both men and women.


2.1 As a result of consultations with our clients, it was recommended that, in order to improve services, an on-line pro forma method of input could be created to generate multiple transactions with few repetitive keystrokes, thereby reducing the time required to create actions.

Phase 1 was implemented on August 14, 2001, and provided various selection criteria including the option of retrieval based on the ongoing entitlement deduction code from the Data Base Master (DBM). Phase 2 was implemented on October 10, 2001, and provided the linking of various transaction types for the Taken on strength (TOS) and the Transfer in (TIN). Phase 3 deals with the retrieval of the most recently processed transactions from the TDB based on the deduction/entitlement code (DEDENT code) identified, such as maternity "SUP plan top up". Also included in this phase is a change to the selection criteria for statutory increases to allow for the display of all records between specified dates.

2.2 Since Phase 3 adds to the selection criteria available and does not change the business or the processes identified in Phase 1 and 2, it has been determined that a job aid is not required for this phase.


3.1. Phase 3 -- TDB Transaction Retrieval

The Pro Forma Selection (PRF) screen will be expanded to allow Compensation Advisors to retrieve, from the TDB, the most current transactions in history status (last 60 days) based on the DEDENT code entered as well as any other selection criterion identified. To use this option, a transaction with the DEDENT code selected must reside on the TDB. An additional selection criterion option (To retrieve from the Transaction Database (TDB): DEDENT Code ...) will appear on the right of the PRF screen once this phase is in production. This will permit the re-creation of previously processed transactions by duplicating the information found on the latest transaction retrieved from the TDB. Compensation Advisors can use any one or a combination of these criteria to produce the Employee Selection List (ESL). For example, if the Compensation Advisor chooses to re-create the maternity "SUP plan top up", they may complete the selection criterion for account status "T" as well as the entitlement code 148 from the TDB. This will produce a list of all employees on the paylist who are temporarily struck off strength (T-SOS) with a transaction on the TDB that was processed with the entitlement code 148. The Extra Duty Pay and Time Summary transaction types are excluded from this process.

3.2. Statutory Increase Date

The selection criterion for the statutory increase date will be modified as part of this phase to allow for the retrieval of accounts using a range of dates. Compensation Advisors will now be required to enter a "from" and a "to" date if the selection criterion is for statutory increase dates. For example, a Compensation Advisor can select all individuals with a statutory increase date between November 1, 2001, and November 30, 2001.


4.1 Any request for information regarding the foregoing should be addressed to your Public Works and Government Services Canada (PWGSC) Compensation Services Office.

Original Signed by
G. Blacker

R. Jolicoeur
Director General
Compensation Sector
Government Operational Service