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SDBOR HRIS Workshop October 15-16, 2007 SDBOR HRIS Workshop October 15-16, 2007

SDBOR HRIS Workshop October 15-16, 2007 - PowerPoint Presentation

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SDBOR HRIS Workshop October 15-16, 2007 - PPT Presentation

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

employee form leave forms form employee forms leave rule position codes information code application job validation benefit history payroll

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Presentation Transcript

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