Welcome USPS – R 03/20/2019 4/6/2019

USXS-R Home Home page is the welcome page for the application.  You can toggle between all Template reports available or just the Template reports you marked as a Favorite. On your home page you will see some reports Top right shows the current posting period In the Navigation Guide in your handouts we gave you a DATE SHORTCUT handout you can use in your grids or when you’re generating a report manager 4/6/2019

Grids Most data types show up in customizable grids User able to select what appears, as well as order Grid is lazy loaded Meaning scroll down through all data and is loaded as you go No maximum records returned and no page numbers No limitation on fields they can query on Filter grid results from filter row Wildcard % Advanced query against any field related to data type Can be saved and recalled Available as filters in reports Pull up PO grid 4/6/2019

Grids - continued Grids can be: Customized Sorted Filtered Automatic report generation Used for quick view Used for detail view Advance query Query can be saved 4/6/2019

Customizing Grids Grids can be customized on a per user basis. Columns can be rearranged to a user’s liking and columns removed and added. You don’t have to accept how your screen looks like in Classic: you can arrange as you like it Re-order columns by simply dragging and dropping them Rearrange column widths Click column header name and it will re-arrange in ascending or descending order You can sort by multiple column: Just hold shift Key down and select the second option you will see #1 and #2 pop-up in your column headers You can re-size your window and you can drag it to another place on your screen You can have 2 windows or more open at the same time. Open 1st one PO view option, re-size and move it then go to another menu and open another window: go to Core and open PO. Youcan even make EDITs in there and have the first screen to help you. You can have a quick summary view on the side of your screen just by clicking on the name of your vendor (or in the PO ) 4/6/2019

Customizing Grids - continued Drag and drop columns to rearrange 4/6/2019

More Button Allows you to keep, add, or remove columns (fields) from your grid Not limited to just the fields in that program. Example: On PO Grid, I can include the ‘default payment type’ field stored on the vendor record Go into MORE option: Click on boxes you wish to select to see in your grid It will take some used to it 4/6/2019

MORE BUTTON - continued Select the fields you wish to see 4/6/2019

Reports Numerous canned reports that are similar to classic Retirement, ODJFS, New hire programs/reports can be found in report manager There is a Report Manager to build custom reports and there is an ability to easily share reports 4/6/2019

Posting Periods Posting Periods is located under the 'Core' menu. Allows flexibility to keep several months open within the same fiscal year... in order to post transactions in previous and/or future months. A rule can be enabled to restrict a period from being re-opened once it is closed.  If period is opne, you can post into it If you go back to past month to run report you should be setting it to current (not open it) Leave August current to finish closing it and open September so that your staff can post in it (only in an open period someone can post) You can have multiple periods open but we don’t suggest leaving multiple periods open (anyone can post in it) We recommend once a month is balanced close it When you run reports BUDSUM FINSUM it will pull amounts from current period!! (you can’t change dates for these reports) Green means current month Payroll will be posted as of the pay date We can do additional custom limitations on the posting periods (for example only one department or person can post in it) Click on to open a period Click on to close a period Click on to make it the current period 4/6/2019

SYSTEM - Modules Displays all available modules within the software version the entity is using Required Won’t be able to uninstall Installed + = not installed - = installed This option will display all available modules within the software version the entity is using, whether they are required, and whether they are installed. Required modules will be grayed out and optional modules will either display a + or - . If the - is displayed beside the module it means that it is installed. 4/6/2019

Employee Dash Board This is similar to the BRWSCN-Employee Data Summary screen in the USPS Classic This option lets you search for employees: It will list: Positions (JOBSCN/POSSCN in classic) Compensations (part of JOBSCN in classic) Leaves (BENSCN in classic) Pay Distributions (PAYSCN in classic) Payments (Similar to BRWSN check view) Attendance (ATDSCN in classic) Payroll Items (DEDSCN in classic) Note- Have the option to add a photo of employee’s 4/6/2019

PAYROLL PROCESSING Payroll Payments Current and Future are similar to UPDCAL_CUR and UPDCAL_FUT in classic Two options in the Payroll Payments Current The Current module is used to add payroll information for employees not included in the regular payroll (during initialization) or to modify or delete payroll information for employees already included in the current payroll. Future Future allows a user to enter payroll exceptions before starting a payroll.  Exceptions can be entered days, even months ahead of time. Future works in the same manner as Current. The only difference is that an effective date field appears in Future. This field allows the user to direct an Future record into a specific payroll. The effective date must be inclusive of payroll period begin and end dates in which the payment needs to be made. 4/6/2019

PROCESSING OUTSTANDING PAYABLES The option, Per Payee or Per Item Type, indicates whether you want a payment generated based on the same payee, (all payroll items with the same payee will be paid with one payment), or if you want a separate payment for each payroll item type (ignoring the grouping by the same payee). Click the button 4/6/2019

Thank you! Any Questions? 4/6/2019