Salary Data for - PDF document

1 Salary Data for T I G A R e p o rti n
Salary Data for T I G A R e p o rti n g Us e r ’ s G u i de P eopleSoft Financials v9.2 Georgia FIRST DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved. 2 Table of C o n te n ts Sect i o n 1: O v e r v i ew ................................ ................................ ................................ ................................ ................ 3 T I G A S a l a ry D a t a P r o c e s s F l o w ................................ ................................ ................................ ................... 3 Secur i t y ................................ ................................ ................................ ................................ ...................... 4 Sect i o n 2: S a l a r y F il e P r o ce s s O v e r v i ew ................................ ................................ ................................ .................. 5 Sect i o n 3: Lo a d i n g t h e S a l a r y D ata ................................ ................................ ................................ .......................... 6 S t ep 1 – A cce s s B O R P a y r o ll f o r T I G A ............

2 .................... ...................
.................... ................................ ................................ ......... 6 S t ep 2 - E d i t T I G A P a y r o ll D ata ................................ ................................ ................................ ................. 10 S t ep 3 - T I G A P a yr o ll D e t a il Q uery a n d T I G A P a y r o ll S u m m a ry Q u eri e s ................................ ................... 10 S t ep 4 – T I G A P a y r o ll M o di f i c a t i o n s Q uery ................................ ................................ .............................. 12 S t ep 5 – T I G A P a y r o ll R e p o rt ................................ ................................ ................................ .................... 13 Sect i o n 4: N ext S t e p s ................................ ................................ ................................ ................................ ............ 17 DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved. 3 T I GA R ep or t i n g U s e r G u i de T h is User G u i d e is d esi gn ed to p r o v i d e an o v e r v iew o f t h e p r o ces s es t h

3 a t will p r odu ce t h e fi l es
a t will p r odu ce t h e fi l es t h a t will b e s ub m i t t e d t o D O A A f o r t h e a nnu al Tra n s p ar e n c y in G o v e r nm e n t A c t ( TIG A ) Re p o r t i n g r e qu ir e me n t. Sect i o n 1: O v e r v i ew T h e Tra n s p a r e n cy in G o v e r n m e n t A ct ( c om mo n l y re f e rred t o as TIG A ) r e qu ires t h at t h e D e p a r t m e n t o f Aud its a n d A cc o un t s c o lle c t i n f o r m at i o n o n salari e s a n d c e r t ain s p e cific g ra n t a n d c o n tra c t p a ym e n ts t h at are m a d e a v aila b le o n t h e w ww . o p e n . g a. go v w e b site. U nd er t h is a ct, all b r a n c h es o f sta t e g ov e r nm e n t are r e qu ir e d t o s u b m it t h is i n f o r m at i o n t o D O AA . T h is r e p o r t i n g w a s p r ev i o u sly r e f e r r e d t o as C o n ti n u o u s Aud it r e p o r t i ng. T I G A S a l a ry D a t a P r o c e s s F l o w DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved. 4 Summary of Ch a n g e s for C u r r e n t Fis c a l Y e ar (FY2016) The following changes are i

4 n cluded in the 2016 Salary Data for T
n cluded in the 2016 Salary Data for TIGA Reporting User’s Guide:  P a y r o ll D ata i s e xtrac t ed f r o m t h e P SF in ta b l e , P ER S _ S ER V _BOR i n to t wo t e m p o r ary ta b l e s : BOR_ A D P _C A _ D TL a n d B O R_ AD P _C A _ S RC . T h e e xtract pu lls a n y e n tri e s in P E R S _ S ER V _ BOR c h ar g e d to ac c o un t n u m b e rs (pg. 5):  5 1 1 0 00 - 539099 ;  539101 - 541999;  5 6 1 4 00 , 5 6 1 5 0 0;  5 6 6 0 00 - 5 6 9 9 9.  T h e TIGA P a y r o ll Re p o rt p r o du ces t h e T I GA re p o rt t h a t d etails w h at d a ta will b e s e n t t o D O AA , bu t i t is also t h e p r o cess t o p o pu la t e t h e CO N T_ A U D _ H R_B O R for quarterly or annual reconciliations o f salary and travel data (pg. 13) .  O n ce yo u h a v e r e c o n ciled y o u r annual TIGA salary file t o t h e G L , c h e ck t h e F i n al R e p o rt F la g bo x as s ho wn in r e d below. C h e ck i n g t h is b o x p e rf o r m s s e ve r al f un cti o n s : • C h ecki n g t h is b o x will make the TIGA sala r y d ata on t h e CO N T _ A U D _ H R_ B OR ta b l e permanent so that it can be used to create the fil

5 e that will be sent to D O AA (pg .
e that will be sent to D O AA (pg . 1 4 ). Secur i t y T h e s e c u rity r o l e BOR_GL_TIGA_PROCESSING s h o u ld b e assi g n ed to u sers w h o n eed to a ccess t h e B OR P a y r o ll f o r TIGA m e n u it e m s. DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved. 5 Sect i o n 2: S a l a r y F il e P r o ce s s O v e r v i ew T h e TIGA p r o c e ss f o ll o ws t h e sa m e g e n e ral p r o c e ss u t ili z e d in p ri o r C o n ti nu o u s A ud it r e p o r t i n g p r o c e s s e s w h e re p a y r o ll d a ta is e xtra c t e d i n t o a t e m p o rary ta b le, upd at e s to t e mp o rary ta b le s a r e m a d e , a n d fi n al salary d a t a is p r odu c e d . T h e s e c u rity r o l e BOR_GL_TIGA_PROCESSING s h o u ld b e assi g n ed to u sers w h o n eed to a ccess t h e B OR P a y r o ll f o r T I GA me n u it e m s. P a y r o ll D ata i s e xtrac t ed f r o m t h e P SF in ta b l e , P ER S _ S ER V _BOR i n to t wo t e m p o r ary ta b l e s : BOR_ A D P _C A _ D TL a n d B O R_ AD P _C A _ S RC. T h e e xtract pu lls a n y e n tri e s

6 in P E R S _ S ER V _ BOR c h ar g
in P E R S _ S ER V _ BOR c h ar g e d to ac c o un t n u m b e rs:  5 1 1 0 00 - 539099 ;  539101 - 541999;  5 6 1 4 00 , 5 6 1 5 0 0;  5 6 6 0 00 - 5 6 9 9 9. T h is s h o u ld m atch t h e a c c oun t nu m b e rs i n cl ud e d in t h e BOR_ TIGA_SALARY_RECON qu e ry a v aila b le i n P SF in a n d i n cl ud e s a c c o u n ts classified as P e rs o n al Ex p e n s e s. T h e C o lle g e W o rk S t u d y P r o g ram is cla s sified as O p e r ati n g Ex p e n se a n d a n y e ar n i ng s ass o ci a t e d with t h at p r o g r a m a r e e xcl ud e d f r o m t h is r e p o r t . T h is p r o c e ss c an b e r u n as o ft e n as t h e i n stit u t i o n wi s h e s t o b ala n ce t h e ir S ala r y F ile d ata. • Us e rs h a v e t h e a b ili t y t o f u n cti o n ally upd ate t h e t em p o rary ta b le. U pd a t e s can i n cl ud e mo d ifi c ati o n s t o e ar n i ng s, j o bc o d e , a dd i n g e m p l o y e e s, o r d e l e ti n g e m p l o y e e e ar n i ng s e n tir e ly to r e mo v e t h e m f r o m t h e t e m p o rary ta b le. • O n ce all upd a t e s h a v e b ee n m a d e a n d S alary D ata h a s b ee n r e c o n c

7 iled t o t h e G L , u s e rs c
iled t o t h e G L , u s e rs c an click t h e F i n al c h e c k bo x t o s e n d t h e TIGA S ala r y d a t a d ir e c t l y t o t h e CO N T _ A U D _ H R_ B OR ta b le in P SF i n . P r ev i o u sly a . t x t file was c r e at e d a n d i n t e rfa c e d i n to P SF i n . A l t h ou g h a . t x t f il e is c r e a ted t h ro u g h t hi s p r o c e ss , t h i s f i l e i s f o r r e po r t r ete n t io n pu r po s es o n l y a n d n o f u r t h er a c t i o n i s r e q ui r e d t o u p l oa d t h e da t a to PS F IN . • In t h e f o l l o wi n g s e c ti o n , S e cti o n 3 : L o a d i n g t h e S ala r y D ata, u s ers can c om p l ete S te p s 1 – 3 as o ft e n as n e c e ssa r y un til t h e S alary l o a d e d fr o m P a y r o ll b ala n c e s with t h e G e n e ra l Le dg e r. DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved. 6 Sect i o n 3: Lo a d i n g t h e S a l a r y D ata T h is s e c ti o n d e tails h o w t h e S alary d a ta r e qu ir e d f o r T IGA r e p o r ti n g will b e l o a d e d f o r G eo r g ia FI R S T i n stit u ti

8 o n s u si n g P eople S oft F i
o n s u si n g P eople S oft F i n a n c ials. T h e d a ta is a u t o m at i c ally cr e a te d in P eople S oft F i n a n cials f o r t h e c u r r e n t F iscal Y e ar f o r T I GA r e p o r t i ng . T h is sect i o n o u tli n es t h e r e qu ir e d st e p s in t h is p r o c e s s. S t ep 1 – A cce s s B O R P a y r o ll f o r T I G A T h e n a v i g a ti o n to acc e ss t h e BOR P a y r o ll f o r TIGA m e n u it e m s is : B O R M e nu s � BO R P a y r o l l � B O R Payroll P r o ce ss ing � B O R P a yro l l f o r T I G A � L o a d P a y r o l l f o r TI G A S e arch f o r an e xisti n g R u n C o n tr o l o r a d d a n e w R u n C on tr o l if yo u d o n o t alr e a d y h a v e a r u n c o n tr o l f o r t h is p r o c e ss. DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved. 7 T h e L o ad P a y r o ll f o r TIGA p r o c e s s l o a d s t h e t e m p o rary ta b les ( BOR_ A D P _C A _ D T L a n d BOR_ A D P _C A _ S RC) with d ata fr o m P E R S _ S ER V _ BOR

9 t h at m eets t h e TIGA ear n i
t h at m eets t h e TIGA ear n i ng s ac c o u n t nu m b e r crit e ria a s w e ll as t h e C o m p an y a n d Be g in D a t e / E n d D a te ra ng e s p e cified o n t h e p ara m e t e rs p a g e . K ey In f o r m a t io n : • T h e L o ad CA ta b le p r o c e ss f o r a nnu al r e p o r t i n g s h o u ld b e r u n af t e r all p a y r o lls h a v e b e e n r u n a n d c o n fi r me d . • S i n ce t h e d a ta is b e i n g pu lled fr o m P ER S _ S ER V _ B OR, u s e rs s h o u ld ve ri f y t h a t all p a y r o ll G L fi l e s h a v e b e e n i n t e r f ac e d i n t o P SF IN . • T h e B e g in a n d E n d d at e s a r e pu ll e d fr o m t h e c h e ck d a t e/ J o u r n al d a te f r o m P ER S _ S ER V _BOR rat h e r t h an p a y p e r i o d e n d d ate s o e n t e r y o u r d ate p a ra m e t e rs ac c o r d i ng l y . • T h e T ree N ame and Tree Node f i el d s t h at are n o t e d ita b le re f er t o t h e t r ee s tr u ct u re u s e d to d e t e r m i n e t h e a pp r o p ri a te acc o un ts t o b e i n cl ud e d . • T h e F iscal Y e ar will p o pu la t e d e p e nd i n g o n t h e b e g i nn i n g a n d e n d d a

10 t es . Click R un .
t es . Click R un . DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved. 8 Y o u will b e taken to t h e P r o ce s s S c h e du ler ; click OK . T h e s y st e m will r e t u rn y o u to t h e L o ad P a y r o ll f o r TI G A scr ee n , a n d y o u will s e e a P r o c e ss I n sta n ce n u m b e r a pp e ar und e r t h e P r o c e ss M o n i t o r as li s t e d b e l o w. Click P r o c ess Mo n i t o r t o s e e t h e st a t u s o f y o u r r e q u est. DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved. 9 Verify the job has run to Success and Posted. Click Go back to Build TIGA Reporting Table . Request For DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved . 10 S t ep 2 - E d i t T I G A P a y r o ll D ata N a v i g ate to : B O R M e n u s � B O R P a yro l l � B O R Payroll P r o ce s s ing � B O R P a yr o l l f o r T I G A �

11 E d i t P a yro l l T I G A D a t
E d i t P a yro l l T I G A D a t a T h e E d it TIGA P a y r o ll D ata all o ws y o u t o m a k e o n - li n e a d j u st m e n ts t o t h e d ata in t h e t e m p o rary ta b le, BOR_ A D P _C A _ D T L , p o pu l a ted b y t h e Lo ad p r o c ess d e tailed in S tep 1 . A n y e d i ts s h o u ld b e k e p t u p w i th m a nu ally du ri n g t h e y e ar a s y o u are r e c o n cili n g a n d e ntered at y ear e nd . I t is a d v isa b le to o n ly e d it v al u e s a t t h e e n d o f t h e fi s cal y e ar as a n y e d i ted e n tr i es will b e d e l eted w h en t h e L o ad p r o cess is r u n t h e f o ll o wi n g qu ar te r. *C u rr e n t F iscal Y e ar will b e d is p la ye d o n t h is p a n e l. T h e fiel d s t h at c an b e e d it e d are as f o l l o w s :  SS N : T h e D O A A will no t ac c e p t SSN s b e g i nn i n g with 9 9 9 o r 8 8 8 . A n y i n v alid SSN s s h o u ld b e c o rr e ct e d .  J o b F a m il y : T h e j o b f a m i l y t h at is s h o wn s h o u ld b e t h e last n o n - r e ti r e e j o b f a m i l y fr o m t h e e m p l o y e e’s J o b D a ta. I n t h e e

12 v e n t t h at t h e j o b f a m i
v e n t t h at t h e j o b f a m ily i s i n c o rre c t, t h is i n f o r m at i o n can b e upd at e d h e r e .  E a rn i n g s : Ear n i ng s can b e mo d if i e d o r a dd iti o n al li n e s o f e ar n i ng s can b e a dd e d . T he Acc o un t nu m b er an d P a y G r o u p v a l u es on t h e r o w s ar e for i n st i t u tio na l r e f e r e nc e a n d a r e n ot se n t to D O AA . N o te: T o d el e te e m p l o y e e s fr o m t h e t em p ta b le s o t h at t h e y are no t i n cl ud e d in t h e fi n al r e p o r t i n g, r e m o v e all r o ws o f e ar n i n g s fr o m t h e E d it C o n ti n u o u s Aud it Ta b le p a g e . T h is will e li m i n a t e t h e m f r o m t h e fi n al i n s e r t i n t o CO N T_ A U D _ H R _BO R S t ep 3 - T I G A P a yr o ll D e t a il Q uery a n d T I G A P a y r o ll S u m m a ry Q u eri e s DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved . 11 N a v i g ate to : B O R M e n u �s B O R P a yro l l � B O R Payroll Processing � BOR Payroll for TIGA � T I G A P a yro l l De t a i

13 l B O R M e n u s � B O
l B O R M e n u s � B O R P a yr o l l � B O R Payroll Processing � BOR Payroll for TICA � T I G A P ayr ol l S u m m a r y T h ese t w o qu e ri e s p r o v i d e t h e e m p l o y e e / ac c o un t d e tail a n d t h e a c c o un t l e ve l s u mm a r y ( si m ilar t o w h at w as p r o du c e d o n t h e e pbp 0 0 9 ) o f t h e d ata c u rr e n tly in t h e t e m p o rary ta b le BOR_ A D P _C A _ D T L. If yo u m a ke c h a ng es t o t h e t e m p o ra r y t a b le, t h e c h a n g es s h o u ld b e refl e cted o n t h ese qu er i es. T h ese two qu e ri e s s h o u ld b e c omp ar e d with H R / G L Trial Ba l a n ce ac c o un ts f o r r e c o n cil i ati o n . S te p s 1 - 3 can b e r u n as o f t e n as n e c e ssa r y t o b ala n c e S alary d ata with G e n e ral L e dg e r d ata. DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved . 12 S t ep 4 – T I G A P a y r o ll M o di f i c a t i o n s Q uery N a v i g ate to : B O R M e n u s � B O R P a yr o l l � B O R Payroll Processing �

14 0; BOR Payroll for TICA � T I
0; BOR Payroll for TICA � T I G A P ayr ol l Modifications T h is qu e ry c o m p ar e s t h e d ata in t h e t w o t e m p o ra r y t a b les cr e a t e d du ri n g t h e L o ad p r o c e s s – BOR_ A D P _C A _ D TL ( c o n tai n s t h e d a t a c h a ng e s m a d e f r o m o n - li n e a d j u s t me n ts to t h e t e m p ta b l e ) a n d BOR_ A D P _C A _ S RC (stat i c t a b le t h at c o n tai n s o n l y i n f o r m at i o n i n cl ud e d in t h e L o ad p r o c e s s). T h is qu e r y p r ov i d e s t h e d e tail o f e ach em p l o y e e w h o s e TIGA i n f o r m at i o n w a s e d i t e d u si n g t h e t e m p o r ary ta b l e . F o r e xa m p l e , if J a n e D o e h ad an a dd iti o n al e ar n i ng s r o w a d d e d f o r $ 5 0 00 . 0 0 u si n g t h e E d it TIGA P a y r o ll D ata p a g e , t h e qu e ry w o u ld y ield t h e f o ll o wi n g r e s u l t s: * T h e Y e ar will dis p lay t h e c u rr e n t F iscal Y e ar. DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved . 13 S t ep 5 – T I G A P a y r o ll R e p o rt N a v i g a

15 te to : B O R M e n u �s
te to : B O R M e n u �s B O R P a yro l l � B O R Payroll P r o ce s s ing � BOR Payroll for TIGA � T I G A Final Process and Report K ey In f o r m a t io n : • T h e B e g in D a t e a n d E n d D a te fi e l d s s h o u ld m atch t h e d at e s u s e d w h e n r unn i n g t h e L o ad P a y r o ll f o r TIGA p r o c e ss d etailed i n S tep 2 . O n ce t h e d at e s a re p o pu la t e d , t h e F iscal Ye ar will p o pu lat e . • T h e TIGA P a y r o ll R e p o r t , B OR AD P 4 4 r e p o r t , is p r o du c e d in 3 f o r m ats – . t xt, . cs v , a n d .pd f. • T h e .pd f re p o rt li s ts a T o tal E m p l o y ee C o un t a s o f 6 / 3 0 at t h e e n d o f t h e r e p o r t. T h is t o tal s h o u ld b e u s e d to p o pu la t e t h e T o tal E m p l o ye e C o un t v al u e r e qu ir e d w h e n s ub m i tti n g TIGA d ata t o D O AA . DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved . 14 O n ce yo u h a v e r e c o n ciled y o u r annual TIGA salary file t o t h e G L , c h e ck t h e

16 F i n al R e p o rt F la g bo x as
F i n al R e p o rt F la g bo x as s ho wn in r e d below . C h e ck i n g t h is b o x p e rf o r m s s e ve r al f un cti o n s : • C h ecki n g t h is b o x will make the TIGA sala r y d ata on t h e CO N T _ A U D _ H R_ B OR ta b l e permanent so that it can be used to create the file that will be sent to D O AA . • C h e cki n g t h is b o x will m ark t h e e n tri e s a s “ fi n al” s o yo u will n o l o ng e r b e a b le t o acc e ss t h e d a ta o n t h e E d it T I GA P a y r o ll D a ta p a g e . • T h is will al s o m a k e t h ese e n tries p e r m a n e n t o n t h e B OR_ AD P _ C A _ D TL ta b le. • If t h is b o x is c h ec k ed in er r o r, p le a se s u b m it a tic k et t o IT S Helpdesk. Click R un . Y o u will b e taken to t h e P r o ce s s S c h e du ler ; click OK t o p r o cess t h is r e qu est. DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved . 15 T h e s y st e m will r e t u rn y o u to TIGA P a y r o ll R e p o rt scr e e n a n d y o u will s e e a P r o c e ss I n sta n ce Nu m b e r a pp e a

17 r und e r t h e P r o c e ss Mo n i
r und e r t h e P r o c e ss Mo n i t o r a s shown b e l o w . Click P r o c ess Mo n i t o r t o s e e t h e st a t u s o f y o u r r e q u est. DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved . 16 O n ce t h e P r o c ess h as r u n t o Su c c ess and P o s t e d , cli c k D etails . Click V i e w L o g / Tra c e . T h e files are p r o du c e d in 3 f o r m ats. T h e s e can b e s a v e d f o r r e c o n ciliat i o n b ack u p d o c um e n tat i o n . DOAA/Salary Data for TIGA Reporting ©2016 Board of Regents of the University System of Georgia. All Rights Reserved . 17 Sect i o n 4: N ext S t e p s F o r d e tai l e d s t e p s o n ho w t o s u b m it TIGA r e p o rti n g d a ta t o t h e D e p ar t me n t o f A u d its a n d A c c o un t s, refer t o t h e d o c um e n t TI G A Re p o r ti n g Us e r ’s G u i d e a v aila b le o n t h e G e o r g ia F IR S T F i n a n cials w e b sit e , D O A A R e p o r ti n g p a g e a t : h tt p : // www. u s g .e d u / g afirs t - fi n / d o c u m e n t a ti o n / ca t e go r y/ d o aa_ r e