SOP - PLI HRMS INTEGRATION

CSI will receive demand file from FSI on 15th of every month. DDO can check the demand file in ZPY_MENU and path is as mentioned below:

ZPY_MENU-->INTERFACE-->PLI-->PLI Inbound Report

In Inbound report, DDOs have to fill any of the details (Personnel Number/Policy Number/DDO Code) as shown above and fetch the details about the PLI Policy as shown below:

DDOs have to check error cases in the report and correct the data before executing live payroll run for the month. DDOs will do master data changes in IT0057 (Subtype DP04 and Wagetype 4510) for all the error/mis-match records.

Path to check the error cases only:

I.e. ZPY_MENU--> INTERFACES-->PLI-->PLI Error Report

After necessary corrections/modifications as per the demand file, DDO shall commence payroll processing for that month. After the payroll, system will automatically push the corresponding PAY DEDUCTION file to FSI on 5th of the following month.

DDO shall check the Outbound Report in the path given below:

ZPY_MENU-->INTERFACES-->PLI-->PLI Outbound Report

CSI Pay deduction file’ will be consumed and processed at FSI end. FSI will send acknowledgement file to CSI as Success and Error records, which can be viewed by DDO in ZPY_MENU. 

Path is given below:

ZPY_MENU-->INTERFACES-->FSI ERROR-->FSI ERROR REPORT

DDOs shall check the Error or Success records as per their requirement. 

Output is shown below:

As per the error code, SMS will be sent by FSI to Employee/Policy holder for taking up this with respective DDO.

For mis-matched cases, existing procedure will be followed by the DDO.

                                           

1.        Kindly mention the steps to be taken/what exactly will happen-

a.        In case the Demand file contains more policies, but policy details are not available with DDO in HRMS system. –

CEPT-HR: DDO should update the policy details for pay recovery in CSI HRMS.

b.        In case demand file contains less policies, but DDO has more policies in their system to deduct premium amount from pay-

CEPT-HR: DDO should reconcile such records and maintain the data accordingly for pay recovery in CSI HRMS.

c.        Also detail out the steps for DDO in case they receive new policy for pay deduction in case of employee transfer or newly issued policy. –

CEPT-HR:  DDO should reconcile such records and maintain the data accordingly for pay recovery in CSI HRMS.

d.        Process to be followed by DDOs in case of errored out cases. How the amount will be refunded or adjusted?

CEPT:  Policies which are error out or not posted in McCamish after deduction in CSI due to incorrect Policy Number or for any other reasons, existing procedure of updating in McCamish through Bulk Upload option must be done by DDOs.