CUC Pierre SD Objectives for HRIS Workshop Understanding the Set Up of HRIS System General Understanding of PPLA Understanding Why Rules and Validation Banner Understanding of Application Forms Banner ID: 726971
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Slide1
SDBOR HRIS Workshop
October 15-16, 2007
CUC
Pierre, SDSlide2
Objectives for HRIS Workshop
Understanding the Set Up of HRIS System
General Understanding of PPLA
Understanding Why Rules and Validation - Banner
Understanding of Application Forms – Banner
Discussion of Key Issues within BOR Process and BannerSlide3
On-line Employment SystemSlide4
On-Line Employment System
30 Minutes
Objective
Business Process Analysis
Workflow
Use of Application
Navigation
Questions/Training Tips
Tie to BannerSlide5
Processes and Workflow
Review the
Business Process Analysis
Review
Workflow
CSA -
https://yourfuture.sdbor.edu/userfiles/static/customers/202/CSAWorkflows.pdf
NFE -
https://yourfuture.sdbor.edu/userfiles/static/customers/202/NFEWorkflows.pdf
Recruit -
https://yourfuture.sdbor.edu/userfiles/static/customers/202/RecruitWorkflows.pdf
Posting/Hiring Proposal - https://yourfuture.sdbor.edu/userfiles/static/customers/202/PostingHiringProposalWorkflows.pdf
Review User
Types – Roles an Actor can playSlide6
Discussion of Actions
Employees
Employee Review of Position
Appeal (CSA)
Hiring Managers
Create New Position
Employee Review of Position
Institutional Review of Position
Job Posting
Applicant Review/Tracking
Dean/Department
Head, Administrator, Human ResourcesSlide7
Navigation Discussion
Hyperlinks
General movement in the form
Form and Field instructions
Procedures Manual
Training Manual (Quick Steps
)
http://training202.peopleadmin.com/hr Slide8
Questions for Employees
on Training
What does BPA mean?
How does workflow generally work in the system?
What are a few of the ways this system will benefit the employees?
How do you view your current position?
Can a person have multiple roles?
When might you receive an error message?
Are there instructions in the forms? If so, where?
What does a hyperlink do for you in this system?
What are some of the different fields you use to search for a position?Slide9
Position Tie to Banner
Position Creation Begins in PPLA
Once Approved, Budget to Load NBAPOSN and NBAPBUD from data within PPLA
Position Number
Position Classification
Employee Classification
Fund, Organization, Account, Program Slide10
Applicant Tie to Banner
Position Posted, Applicants Appl
y
Applicant Selected
Application (Name, Address, Phone) – PPAIDEN
Resume/Vita – PPAGENL
Position – PEAEMPL and NBAJOBSSlide11
Banner Navigation Tips
Navigation Tips
Short Cuts
1
Short Cuts
2Slide12
Employee Demographics and AdministrationSlide13
Training Objectives
3 Hours
Objectives
Understand
Basics of Rule Forms Impacting
Employees
Understanding the Technical Tables
Understand Application Forms for
EmployeesSlide14
Employee Data
Manual
Employee Demographics
Employee
Compensation
Faculty Administration
Rules
and Validation
Forms
Technical GuideSlide15
Business Process AnalysisSlide16
Business Process AnalysisSlide17
Employee Demographic Rule & Validation FormsSlide18
Employee Demographic
Rule Forms
Certification Code – PTRCERT
The Certification Code Rule Form enables the user to define a certification code, describe the associated certification, and tell the system whether it should require the certification date. The codes defined on this form are entered at the Certification Code field on the Certification Information Form (PPACERT).
Ethnic Code – PTRETHN
The Ethnic Codes Rule Form enables the user to define in-house ethnic codes and link them with ethnic categories specified by the federal government for use in Equal Employment Opportunity (EEO) and IPEDS reporting. Slide19
Employee Demographic
Validation Forms
E-mail Address Type Code – GTVEMAL
Use this form to define valid e-mail address type codes. Examples of e-mail address types include business and school. These codes are used on the E-mail Address Form (GOAEMAL) to enter e-mail address information for individuals.
Name Type Code – GTVNTYP
Use this form to define codes for name types that can be associated with ID names. Examples of name types include maiden, nickname, and legal. These codes can be used for correspondence and reporting.
NULL
HLTH
STTE
LEGY
System Indicator- GTVSYSI
Zip/Postal Code – GTVZIPC
EEO Ethnic Code – PTVEEOC
The EEO Ethnic Code Validation Form lists the ethnic categories specified by the U.S. federal government for use in Equal Employment Opportunity (EEO) and IPEDS reporting. The codes defined on this form are entered on the Identification Form (PPAIDEN).Slide20
Employee Demographic
Validation Forms
Endorsement Code – PTVENDS
The Endorsement Code Validation Form enables the user to define endorsement codes for use in specifying certifying agencies on the Certification Information Form (PPACERT).
Address Type Code – STVATYP
IN, MA and PR
Citizen Type Code – STVCITZ
County Code – STVCNTY
Degree Code – STVDEGC
The user use this form to maintain the degree codes (Undeclared, Bachelor of Arts, Doctor of Education, etc.). This form is used by other forms to validate the degree codes.
Degree Level Code – STVDLEV
The user use this form to create, update, insert, and delete degree level codes (Associate, Bachelor, Master, etc.). Other forms use this form to validate the degree level codes. Slide21
Employee Demographic
Validation Forms
Ethnic Codes – STVETHN
Initials Code – STVINIT
Language Code – STVLANG
Major/Minor/Concentration Code – STVMAJR
The user use this form to create, update, insert, and delete major, minor, and concentration codes (i.e., Undeclared, Journalism, Music, Law, etc.). Forms in several modules use this form to validate the major, minor, and concentration codes.
Martial Status Code – STVMRTL
Nation Code – STVNATN
Port of Entry Code – STVPENT
Relation Code – STVRELTSlide22
Employee Demographic
Validation Forms
Source/Background Institution Code – STVSBGI
The user use this form to create, update, insert, and delete source/background institution codes (i.e., Harvard University, Yale University, Bryn Mawr College, etc.). Several forms in the Recruiting, Academic History, and Admissions modules use this form to validate the source/background institution codes.
State/Province Code – STVSTAT
Telephone Type – STVTELE
Visa Type Code - STVVTYPSlide23
Employee Demographic
Application FormsSlide24
Employee Demographic
Application Forms
PPAIDEN – General Person Form
PPAGENL - General Information Form
PPACERT – Certification Information Form
PPAEXPR – Experience Information Form
GOAMEDI – Medical Form – Phase
III
GOAINTL – International Form – Phase IISlide25
General Person Record
PPAIDEN Technical Tables
SPRIDEN (Person Information)
SPRADDR (Address)
SPRTELE (Telephone)
SPBPERS (Biographical)
GOREMAL (Email)
SPREMRG (Emergency)Slide26
General Person Record
PPAIDEN
To be an employee, must complete
Birth Date, First Name, Last Name, SSN/SIN/TIN, Address, and Gender.
Current Identification
Alternative Identification
Address
Telephone
Biographical
Email
EmergencySlide27
General Information
PPAGENL - Technical Tables
SORPCOL – Degree Source Table
PPREXAM - Examinations
PPRPUBL - Publications
PPRDLIC – Drivers License
PPRHNAW – Honors and AwardsSlide28
General Information
PPAGENL - General Information Form
Captures an employee’s general qualifications normally submitted by an applicant, including education, experience, examination results, and publications.
General Education
Examinations
Publications
Driver’s License
Honors and Awards
TranscriptsSlide29
Certification
PPACERT – Technical Tables
PPRCERTSlide30
Certification
Certification Information (PPACERT
)
The Certification Information Form (PPACERT) collects data on employee certifications and endorsements. The certification codes are pulled from PTRCERT. The user can also use this form to track both formal certifications and completion of internal education programs. The Pending Action Report will list upcoming expirations of these certifications. The use of Extender may be used to scan in the document for reference.Slide31
Experience
PPAEXPR
PPREXPESlide32
Experience
Person Experience Information (PPAEXPR)
The Person Experience Form (PPAEXPR) maintains records on an employee’s past experience and references. This information will be housed in our on-line employment system. The two systems do not communicate though and may be difficult to do reporting. HR may determine to print out the appropriate information and attach with extender rather than re-populating the information in Banner.Slide33
Medical Information Form
GOAMEDI Technical Tables
SPRMEDISlide34
Medical Information Form
Medical Information (GOAMEDI) – Will not use until after Go-Live (Phase Two)
The General Medical Information Form (GOAMEDI) enables the user to enter medical information about an applicant or employee.Slide35
International Form
GOAINTL Technical Tables
GORSEVISlide36
International Form
International Information (GOAINTL)
The Visa International Information Form (GOAINTL) allows the user to enter visa and nationality data for citizens of countries.Slide37
Faculty
Rule and Validation FormsSlide38
Faculty Rule Forms
Faculty Type Rule Form – PTRFTYP
Currently Not Used
Installation Form - PTRINST
Tenure Rule Form - PTRTENR
Faculty Rank Rule Form - PTRRANK
Leave Reason Rule Form - PTRLREASlide39
Faculty Validation Forms
Discipline Code Validation Form - PTVDISP
Review Type Validation Form - PTVREVT
Rank Validation Form - PTVRANK
Sabbatical Type Validation Form -PTVSBTY
Faculty Action Comment Code Validation Form - PTVFACCSlide40
Faculty Application FormsSlide41
Faculty Applications Forms
Faculty Applications Forms
Technical Tables
PERBFAC – Begin Faculty
PERAPPT – Appointment
PERRANK – Rank
PERFAPR – Rank/Tenure Approval
PERSABB – Sabbatical Tracking
PERCAPR – Comments Slide42
Faculty Applications Forms
The Faculty Action Tracking Form (PEAFACT) is used to establish and maintain faculty actions such as rank review, appointment/tenure, and sabbatical or other leaves. Collects information used in regulatory reporting for reports such as IPEDS-S.
PEAFACT
Rank
Appointment
Tenure
Sabbatical Slide43
Bargaining Rule FormsSlide44
Bargaining Rule and
Validation Forms
Bargaining Rule Forms
PTVBARG – Contract Type
PTRBURE - RelationshipSlide45
Bargaining Application FormsSlide46
Bargaining
Applications Forms
Bargaining Applications
PEABARG – Establishing Unit Membership
HE or SC
Paying or Non-Paying
PEAGREV – Documenting Grievances
Phase II/IIISlide47
Employee FormSlide48
Employee Rule Forms
PTRECLS
The
Employee Class Rule Form enables the organization to define an employee class and associate it with earnings codes, a leave category, and a benefit category. The employee class is the primary hub of the Banner HR system. The employee class sets the stage for the entire system
.
PTRLCAT
The
Leave Category Rule Form enables the organization to define a set of leave types available to a specified group of employees. When defining a leave category rule, the organization establishes the: frequency of accrual, lifetime limit of the available balance, display sequence, number of hours that accrue based on length of service, maximum number of hours allowed to roll to the next year, and next leave from which leave time should be deducted when not enough hours are
available.
PTRLREA
The
Leave Reason Rule Form enables the organization to define a leave reason code, describe the associated leave, specify the leave pay and benefit status, and indicate whether the leave creates COBRA eligibility. The codes defined on this form are entered on the Employee Form (PEAEMPL).
Slide49
Employee Rule Forms
PTREGRP
Employee Group for Benefit Eligibility Reporting.
PTRTREA
The Termination Reason Rule Form enables the organization to define termination codes. Each rule includes a code, a reason description, and a COBRA eligibility indicator. The codes defined on this form are entered on the Employee Information Form (PEAEMPL).
PTVLCAT
The Leave Category Validation Form enables you to establish leave category codes for use on the Leave Category Rules Form (PTRLCAT), and for processing Leave Reports.
PTRBCAT
Allows Deductions and Benefits for an Employee Based on PEAEMPL StatusSlide50
Employee Rule Forms
PTRJBLN
Home Job Location
STVCOLL
You use this form to create, update, insert, and delete college codes (i.e., College of Engineering, College of Law, College of Music, etc.). Several other forms use this form to validate college codes.
STVCOMT
You use this form to create, update, insert, and delete committee/service type codes such as Arts Review Committee, English Literature Committee, or Faculty Recruiting Committee. You may only create or update committee/service type codes from this form.
STVDEPT
You use this form to maintain department codes such as History Department, Counseling Department, or Department Undeclared, etc. Other forms use this form to validate the department codes, and you may only create or update the department codes from this form.Slide51
Employee Application FormSlide52
Employee Application
Form
PEAEMPL
Technical Tables
PEBEMPL
Important Fields
DATES
Current – Current Job
Hire – Home Institution
Adjusted - Longevity
Seniority – Benefit eligible
Home Location
Status
ECLS
BCAT – Default ECLS
LCAT – Default ECLS
F/P Indicator – Default based ECLS
I9 Information
Leave Reason – Dates
Status for BOP – S007Slide53
Employee Reporting Tools
PEIADDR
-
Address
PEIEHIS – Employee History
PEIAHIS
- Accommodation
PEIJHIS – Job History
PEIATND
– Attendance History
PEIEBRG – By Employee Bargaining
PEIBPRG – By Position Bargaining
PEIFACT – Faculty ReportingSlide54
LUNCH BREAKSlide55
BenefitsSlide56
Training Objectives
Understand Basics of Rule Forms Impacting Benefits and Payroll
Understand Application Forms for Benefits
Understand Application Forms and Processes of Payroll
Understand State Interface Forms – Benefits and Expenditures
Learn about ePrintSlide57
Business Process AnalysisSlide58
Business Process AnalysisSlide59
Benefit Rule FormsSlide60
Benefit Rule Forms
PTRBDCA – Deductions and Benefits
Deductions/Benefits Established
PTRBCAT – Benefit Categories
Allows Deductions and Benefits for an Employee Based on PEAEMPL Status
PTRBDPG – Benefit Deduction Grouping Rules
Self Service (SSB)Slide61
PTRBDCA
Benefit Deduction Categories
Rules
Options
Web Information
Plans
Precluded
Excluded
Labor DistributionsSlide62
PTRBCAT
Benefit Categories
Categories
Deductions
Default ValuesSlide63
PTRBDPG
Benefit Deduction Grouping Rules
MB – Life, LTC, Taxable Benefits, Miscellaneous (bonds, SDSEO, 529)
HL – BOP Plans, BOR SUP Plans, Federal Insurance
RT – SDRS Retirement, SUPL Retirement (TSA)Slide64
Benefit Application FormsSlide65
Benefit Application Forms
PDABDSU – New Hire Loading Benefits - Only
Technical Tables
PDRBCDN
Application
New Hires Only
PDADEDN – Current Employee, Change to Benefits
Technical Tables
PDRBDED
PDRDEDN
Application
Current Employee
Add/Delete
Change in Effective Dates
Terminate a BenefitSlide66
Benefit SDBOR Processes
Shared Employees
Transferred Employees
LWB
Retirement LWP or LWB
Special Pay Plan
Leave Pay Out
Highlights
InformationSlide67
Benefit Inquiry Screens
PEIDHIS – Employee Deduction History
PEIDTOT – Employee Deduction Totals
PDIDLST – Individual Deduction List
PEIATOT – Aggregate Deduction TotalsSlide68
Exercise
Enter New
B
enefits PDABDSU
Change Benefits on PDADEDNSlide69
Day 2Slide70
Position ControlSlide71
Training Objectives
Understand Basics of Rule Forms Impacting Positions and Jobs
Understand Application Forms for Positions
Understand Application Forms for Jobs
In Booklets, Key Board and NavigationSlide72
Business Process AnalysisSlide73
Position
Objectives
Rules
and Validation Notes
PyramidSlide74
Position Rule FormsSlide75
Position Rule Forms
PTREMPR –Employer Defined
NTRSGRP – Salary Group
NTRSALA – Salary Schedule
PTRECLS – Employee Class
PTRPGRP – Position Group
PTVESKL – Demographic Reporting
NTRPCLS – Position Glass
NTVBPRO – Budget Profile
NTRFRNG – Fringe BenefitsSlide76
PTREMPR
Defines Employer
EIN
Address
IPEDSSlide77
NTRSGRP
Salary Group
Establishes Annual Salary
Defined by FY
USD and SDSU Exempt
Faculty – General
NFE – General
CSASlide78
NTRSALA
Salary Schedules Defined
CSA Ranges – T, N, M
Exempt General Salary Range
SDSU
USDSlide79
PTRECLS
Driver of the System
Job Defaults
Employee Defaults
Payroll Defaults
Timekeeping Defaults
IPEDS
Budget
Eligible Earnings
Leave Category
Benefit CategorySlide80
PTRPGRP
Position Group
Will be used for Reporting Operating Budget
Defines the following
Non-Instructional Administrator
Instructional Administrator
CSA
Professional/Technical
Faculty
Graduate Assistants
PT & FTSlide81
PTVESKL
Skill Level of Position
Workforce Demographics
Affirmative Action Plans and Monitoring
EEO ReportingSlide82
NTRPCLS
Position Classification
CSA - Specifications
NFE
Faculty
Built from PTVESKL, NTRSGRP, NTRSALA, PTRPGRPSlide83
NTVBPRO
Budget Profile
EMPR on NBAPBUDSlide84
NTRFRNG
Fringe Benefit Rule FormSlide85
Pyramid
Step 1 - Payroll ID – PTRPICT
Step 2 - Employee Class – PTRECLS
Step 3 - Position Class – NTRPCLS
Step 4 - Positions – NBAPOSN and NBAPBUD
Step 5 - Jobs – NBAJOBS
Step 6 - Labor Distribution – NBAJOBSSlide86
Position Application FormsSlide87
Position Application Forms
NBAPOSN
Technical Tables
NBBPOSN
Application
Creation of Positions
Built from NTRPCLS Default Values
Built from PTRPGRP, PTVESKL, NTRSALA, and NTRSGRPSlide88
Position Application Forms – Continued
NBAPBUD
Technical Tables
NBBPOSN – Position (NBAPOSN)
NBRPTOT – Position Totals
NBRPLBD – Labor Distribution
NBRRTOT – Premium Earnings Totals
NBRFTOT – Fringe Totals
Application
Defining a Position Budget Slide89
Budget SDBOR Processes
Account on FOAP must coincide with PTRPGRP
Example of Relationship
HR, Budget and Finance
Permanent Changes
Position
FTE (Budgeted – Reporting)
Join
NBAPBUD
to PTRPGRPSlide90
Exercise
Go to TEST
Create New Position
Establish Budget
15 MinutesSlide91
Position Inquiry Screens
NBIPINC – Position Incumbent
NBICLSH – Position Classification History
NBIPLST – Position List by Classification
NBIPOSH – Position History
NBIPORG
– Position by Organization
NBIBTOT – Budget Totals
NBIBHFS – Budget Actual Fringe Benefits
NBIBHSR – Budget Premium Earnings
NBIBHSP – Budget Position HistorySlide92
Employment - JOBSlide93
Business Process AnalysisSlide94
Jobs
Objectives
Rules
and Validation Notes
Highlights Manual
Calculator
Manual
Highlights ManualSlide95
JOBS Rule FormsSlide96
Job Rule Forms
PTRECLS – Employee Class
NTRPCLS – Position Class
PTRJCRE – Job Change Reason
NTRSGRP – Salary Group
NTRSALA – Salary Range
PTRBDCA – Benefit and Deduction
PTREARN - Earnings
FTVORGN – Organization
FTVFUND - Fund
FTVACCT - Account
FTVPROG - ProgramSlide97
PTRECLS
Driver of the System
Job Defaults
Employee Defaults
Payroll Defaults
Timekeeping Defaults
IPEDS
Budget
Eligible Earnings
Leave Category
Benefit CategorySlide98
NTRPCLS
Position Classification
CSA - Specifications
NFE
Faculty
Built from PTVESKL, NTRSGRP, NTRSALA, PTRPGRPSlide99
NTRSGRP
Salary Group
Establishes Annual Salary
Defined by FY
USD and SDSU Exempt
Faculty – General
NFE – General
CSASlide100
NTRSALA
Salary Schedules Defined
CSA Ranges – T, N, M
Exempt General Salary Range
SDSU
USDSlide101
PTRBDCA
Benefit Deduction Categories
Rules
Options
Web Information
Plans
Precluded
Excluded
Labor DistributionsSlide102
PTREARN
Eligible Earnings
Base Pay
Cash – Non Cash
Accrual of Leave
Usage of Leave
FOAP OverrideSlide103
FTVFUND, FTVORGN, FTVACCT, and FTVPROG
Fund, Orgn, Acct, and Prog
FOAP Elements (NBAJOBS and NBAPBUD)
ORGN
Home Organization
Payroll Organization
Timekeeping Organization
Organization SecuritySlide104
Job Application FormsSlide105
Job Application Form
NBAJOBS
Technical Tables
NBRBJOB – General Job Tab
NBRJOBS – Job Detail and Payroll Default Tab
NBRJOBS – Deferred Pay and Miscellaneous Tab
NBRXDED – Excluded Deduction Tab
NBREARN – Default Earnings Tab
NBBWKSH – Work Schedule Tab
NBRJLBD – Labor Distribution Tab Slide106
Job Application Form
Application
Establishing a Job
Setting Up Payroll
Setting Up WTE
Establishing Deferred Pay
Setting Up Supervisor – Checking to match NBAPOSN
Establishing Default Earnings
Excluding Deductions
Establishing Work Schedule
Establishing Labor Distribution
Change Reasons
****
Appointment Percent 100%Slide107
JOBS SDBOR Processes
Temporary/Permanent Changes of Funding
Temporary/Permanent Changes of Salary
Temporary/Permanent Job Changes
Termed from Job
Temporary Change in Duties
Sabbaticals
Leave with Benefits
Effective Dates with Changes
WTE
100% Appointment
Hours Per Pay
Hours Per Day
Factors/PaySlide108
Exercise
You can select one or more to complete
Temporary Change in FOAP with Effective Dates – Need to future date back to original
Temporary Change in Salary with Effective Dates – Need to future date back to original
Deferred Earnings for less than 12 FY08
Change JobsSlide109
Jobs Inquiry Screens
Employee Salary History (PEISALH)
Employee salary information by totals.
Job Changes Detail Display (PEAJCDD)
Employee salary information by position.
Attendance History (PEIATND)
Employee attendance history.
Job Labor Distribution History (NBIJLHS)
Employee Job Labor distribution history by position.
Job History (NBIJLST)
Incumbent history by job.
Employee Job History (PEIJHIS)
Employee job history.
Employee Leave History (PEILHIS)
Incumbent leave history.
Employee History (PEIEHIS)
Incumbent history.
Employee Probationary History (PEIEPRO)
Incumbent probationary history.Slide110
LunchSlide111
Timekeeping and SecuritySlide112
Business Process AnalysisSlide113
Set Up
NBAPOSN – Position Reporting
NTRRQUE – ORGN Reporting
NBAJQUE – Job Reporting
NBAJOBS - Payroll Default Tab
PTRUSER – Supervisor Set Up
PSAORGN – Organizational Security
PSAEMPR – Employer Security
GOATPAD – A_ID to SNAP Log In ID
GOAEACC – ORACLE ID - GOATPAD
See Handout on TroubleshootingSlide114
Application Forms
PHATIME
PERJOBS
PHADSUM
SSB TimesheetsSlide115
Exercise
Go into INB PHATIME
Select an employee
Enter Time, Submit for Approval
Go into INB PHADSUM
Select an employee for review
Enter Comments
Make ChangesSlide116
Payroll Rule FormsSlide117
Business Process AnalysisSlide118
Business Process AnalysisSlide119
Pyramid
Step 1 - Payroll ID – PTRPICT
Step 2 - Employee Class – PTRECLS
Step 3 - Position Class – NTRPCLS
Step 4 - Positions – NBAPOSN and NBAPBUD
Step 5 - Jobs – NBAJOBS
Step 6 - Labor Distribution – NBAJOBSSlide120
Payroll Rule Forms
PTRPICT
PTRCALN
PTRECLS
PTREHOL
PTRINSTSlide121
PTRPICT
Payroll ID
MNSlide122
PTRCALN
Payroll Calendar
2007
2008
NBAFISCSlide123
PTRECLS
Employee Class
Timekeeping Rules
Earnings RulesSlide124
PTREHOL
Employee Holidays
Currently populated through FY07
Exempt EmployeesSlide125
PTRINST
Installation Rule Forms
Payroll ProcessesSlide126
Payroll Application FormsSlide127
Payroll Processing
Application Forms
NBAJOBS
Begins
Process – From Above Presentation
PHATIME
Technical Tables
PERJOBS
Departmental Time
Entry
Web Time Entry
Payroll Time Entry
Leave Balance History
PHADSUM
Department
Summary
Transaction Summary
Can be used to monitor time by TK orgSlide128
Shared Payroll Center
Payroll Processes
Dispositions at a Glance
BPA
Calendar
(October - December 2007)
CheckListSlide129
Payroll Inquiry Screens
PHICHEK – Check Information
PEIDTOT – Deduction Totals
PEIJTOT – Job Totals
PEIETOT – Employee Totals
PHIDERR – Error Report
PHIETIM – Time Sheet Inquiry
PHITSKY – Time Sheet Keys
PHITTOT – Time Sheet Totals
PHIUPDT – Payroll Update QuerySlide130
Employee Leave Rule & Validation FormsSlide131
Employee Leave Rule &
Validation Forms
Leave Category - PTVLCAT
Leave Category – PTRLCAT
FMLA Status Validation Form – PTVFMST
FMLA Leave Reason Validation Form – PTVFREA
Leave Reason – PTRLREA
Termination Reason – PTRTREA
Job Change Reason – PTRJCRESlide132
Leave Rule/Validation Forms
PTVLCAT
The Leave Category Validation Form enables you to establish leave category codes for use on the Leave Category Rules Form (PTRLCAT), and for processing Leave Reports.
PTRLCAT
The Leave Category Rule Form enables the organization to define a set of leave types available to a specified group of employees.
Frequency of Accrual
Limits
Balance Rules
Roll Over RulesSlide133
FMLA Rule/Validation Forms
PTVFMST
This FMLA Status Validation Form provides the organization the ability to tie leave
statuses
to the employee on the FMLA Information Form (PEAFMLA).
PTVFREA
The FMLA Leave Reason Form enables you to store The Family and Medical leave Act (FMLA) codes identifying
reasons
for taking family medical leave. The codes defined on this form are entered on the Employee FMLA Information Form (PEAFMLA).Slide134
Reasons for Leave
PTRLREA
The Leave Reason Rule Form enables the organization to define a leave reason code, describe the associated leave, specify the leave pay and benefit status, and indicate whether the leave creates COBRA eligibility. The codes defined on this form are entered on the Employee Form (PEAEMPL).
PTRTREA
The Termination Reason Rule Form enables the organization to define termination codes. Each rule includes a code, a reason description, and a COBRA eligibility indicator. The codes defined on this form are entered on the Employee Information Form (PEAEMPL).
PTRJCRE
The Job Change Reason Code Rule Form enables the organization to define job change reason codes for use on the Employee Jobs Form (NBAJOBS) and the Salary Planner module in Employee Self-Service.Slide135
Leave Application Forms
PEALEAV
– Employee Leave Balances
PEAFMLA
– Employee Family Medical Leave
NBAJOBS – Employee Job FormSlide136
Leave Balances Form
Leave Balance -PEALEAV
Technical Tables
PERLEAVSlide137
PEALEAV
This application form displays leave balances of employees in accordance to the leave processing method selected.
Beginning Balance
Accrued
PZRLEAVSlide138
Exercise
Go to PEALEAV
Adjust a Balance
Place CommentSlide139
Family Medical Leave
Family Medical Leave – PEAFMLA
Technical Tables
PERBFML (Begin Record)
PERFMLA (Leave)
PEREFML (Leave Balances)Slide140
Family Medical Leave
The Employee FMLA Information Form (PEAFMLA) enables you to enter relevant information for an employee claiming a leave under The Family and Medical Leave Act (FMLA).
SDBOR policy is evaluate all leaves that exceed three business days. If eligible for FMLA, then PEAFMLA must be completed.
FMLA is tracked based on BOR Policy 4:15.
FMLA 12 month period is tracked as a period measuring forward from the eligible date of FMLA. Slide141
Exercise
Go to PEAFMLA
Enter and EmployeeSlide142
State Interface/BOR Routine
If Time AllowsSlide143
State Interfaces
PZRBFMF – Employment and Benefit Records (W, M, C)
NZRBPED – Payroll Expenditure (M, C)
NZPSRPT – Expenditure Feed to Finance (M, C)
PZRSDRS – Monthly SDRS
PZRUNEM – Quarterly Unemployment
PZRHIRE – New Hire (Weekly)
PZRHLTH – In Bound BOP (Weekly)
PZRTXBL – In Bound BOP (Monthly)Slide144
PZRBFMF
Weekly, Monthly and Correction
NBAJOBS
Compensation
Title
PEAEMPL
Status
Dates
Job LocationSlide145
NZRBPED
Monthly and Correction
Payroll Expenditure
PHREARN
PHRDEDN
FTE Tracking
Calculation based on Hours per FYSlide146
NZPSRPT
Monthly and Correction
Revenue Expense
Valid FOAPS
NBRJLBD (NBAJOBS)
PTRBDCASlide147
PZRSDRS
SDRS Detail
PEAEMPL
ETOT
DTOT
PHRDEDN
PHRHISTSlide148
PZRUNEM
Unemployment File – DOL
ETOT
PEAEMPLSlide149
PZRHIRE
DOL New Hire
PEAEMPL
By JBLNSlide150
PZRHLTA and PZRHLTW
Health Changes – In Bound (BOP)
Still Testing
Meeting with BOP to review file
Will update PDADEDN
Phase II – PDABENE, PDABCOVSlide151
PZRTXBL
Taxable Benefits
BOP
FIS
Load into PHPMTIM
Populate PHRMTIM, Can View PHAMTIM
Load into PHAHOURSlide152
PZRNJOB
BOR Routine
Effective Dates
PTRJCRE
Institutions
Benefit Eligibility
Status (CSA, FAC, NFE, Students)
Actions (Appointment, Salary Adjustment, Leave, and Terminations)Slide153
Questions