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RPLSPOK1 - Short-Term/Long-Term Disability Monitoring Report

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Title

Short-Term/Long-Term Disability Monitoring Report

Purpose

The Short-Term/Long-Term Disability Monitoring Report is the standard tool that enables administrators to monitor the absences of employees who have taken short-term disability leave, and who may eventually transition into long-term disability leave.

Prerequisites

Before you may run this report, you must first configure your system to process short- and long-term disability absences. To do so, perform the configuration steps located in the section of the Implementation Guide that corresponds to your country version.

• In the Payroll Canada Implementation Guide, this section is located under:

• Absences
  -> Short/Long-Term Disability (STD/LTD) Plans

• In the Payroll USA Implementation Guide, this section is located under:

• Absences
  -> Short/Long-Term Disability (STD/LTD) Plans

Features

This report extracts data stored among records in the Absences infotype (2001) for the specified personnel selection and reporting period, then produces a summary of employees in the specified selection and period who were, are or will be on short-term disability leave. Moreover, the report draws attention, where appropriate, to short-term disability leave absences that are soon to expire.

Selection

In addition to standard selection criteria, the selection screen of this report features the following five fields, which enable short-term disability administrators to make additional selections.

• Absence type
  In this field, enter the absence type that corresponds to the short-term disability.

• Begin date
  Specify the start date of the selection period in this field.

• End date
  Specify the end date of the selection period in this field. In response, the STD/LTD Monitoring Report selects all absences that end between the specified begin date and end date.
  
  Depending upon the three continuous pay dates that are calculated for each short-term disability absence, the report output displays a red, yellow, or green indicator for the respective absence. If the latest of the three pay dates lies within the selection period, then a red indicator is displayed for that absence. In contrast, if the latest of the three pay dates lies outside the selection period, then a green indicator is displayed for that absence.

• Number of warning days
  If desired, specify an integer of your choosing in this field. In response, the STD/LTD Monitoring Report will add this number of days on top of the selected end date. If the latest pay date of an absence lies between the end date and the end date plus the specified number of warning days, then a yellow indicator is displayed for that absence. The yellow indicator communicates that it is not urgent for the administrator to take action, yet also serves to remind the administrator (if appropriate) to initiate the transition to long-term disability.

• Show last absence records only
  If you select this checkbox, only the last (that is, most recent) absence record of the employee(s) in your selection will be displayed. If you do not select this checkbox, then all absences that end between the specified begin and end dates are displayed.

Output

Once you have specified the desired standard and additional personnel selections and executed the report, the standard system displays the output of the report on the subsequent screen. This screen consists of three separate parts, described below.

On the left side of the report output screen, from top to bottom, the system displays, in expansible tree format, the organizational structure that you specified on the report selection screen. Expand the tree structure to the lowest level, and double-click on that level, to attain an overview of all employees in the selected organizational unit(s) who were, are or will be on short-term disability leave during the period indicated. This overview is displayed in the upper half of the right side of the output screen. From this portion of the screen, select an absence period to attain a numeric summary, in the lower half of the right side of the output screen, of the employees who pertain to that absence.

Activities

1. On the report selection screen, specify the standard and additional personnel selection criteria for which you wish to monitor short-term disability leave.
2. Execute the report.
3. On the subsequent (report output) screen, review the employee data extracted for the criteria you specified.

Example

Suppose an employee in your enterprise is currently on short-term disability leave, but will soon be transferred to long-term disability leave. The administrator at your enterprise who is responsible for performing this transfer can run this report to determine, for example, whether other employees are within six weeks of the end of their short-term disability leave, and therefore ensure that these employees' absences are processed appropriately.

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