PPMS User Group Meeting May 29, 2008 Presented by Rita Lauzon

Control Tables Provide a framework for PPMS Consists of common codes and values used throughout PPMS System (CIS) defined codes User (college) defined codes Some tables need to exist before others

Defines Processing criteria Calculation factors Names Addresses Default values

Used to Validate data as it is entered Validate transactions Ensure processing integrity Store descriptive information for reporting Ensure consistency

Loaded into Memory at Login PS9007 – Earnings Table PS9008 – Health Plan Table PS9009 – Leave Accrual Table PS9010 – Long Term Disability Plan Table PS9020 – Leave Type Table PS9023 – Pay Cycle Table

Loaded into Memory at Login - Continued PS9025 – Leave Transaction Table PS9026 – Employee Type Table PS9035 – Employee Job Type Table PS9038 – Personnel Action Table PS9039 – Race/Ethnic Table PS9041 – Retirement Plan Table

To Reload into Memory Press F8 to return to Payroll/Personnel Menu (PS0000), then press F2 (Reload Edit Tble) -or- Logout and log back in

PS9001–Institution Parameter Table Required CIS maintains 1 – 999 Colleges maintain 1000 and above Used in every module Stores constant values (college name) Defines custom fields

PS9002 – Deduction Table Required CIS and college maintained CIS maintains 1 – 399, but college can change some fields Colleges maintain 400 and above

PS9002 Used to Create and maintain deduction codes Process payroll deductions Determine method of withholding Make vendor payments Record proper accounting entries

PS9003 – Tax Table Required CIS maintained Identifies Federal tax Earned Income Credit tax Taxes taken by Pay Cycle Frequency and Marital Status

PS9004 – Job Class Table Required College maintained PPMS validates codes Values used for internal, State, and Federal Reporting

PS9005 – Bank Table Required College maintained Used for direct deposits Routing number needs to exist on PS9012 (Bank Clearing House Table), which is CIS maintained Bank needs to exist here before you can enter bank on PS0014 (Payroll Information Screen)

PS9006 – Department Table Required College maintained Associates employees, supervisors and distribution codes to departments Identifies Payroll Distribution Location Codes entered on PS0014 (Payroll Information Screen)

PS9007 – Earnings Table Required CIS maintained Colleges can change some fields

PS9007 Identifies Gross balances affected Calculation procedure Hour balances maintained Dollar balances maintained Health priority Financial Aid Program Code (FAPC)

PS9008 – Health Plan Table Required to process benefits CIS maintained Identifies Deduction codes Indicators used on PS0005 Co-payment amounts and effective dates Calculates co-payments for employees using indicators on PS0005 (Benefits Screen)

PS9009 – Leave Accrual Table Required for Leave Accounting Module College maintained Identifies Leave plan Type and method of leave Rate of accrual Maximum leave accrual

PS9010 – Long Term Disability Plan Table Required to process benefits CIS maintained Identifies the rates for each waiting period Calculates premiums using indicators on PS0005 (Benefits Screen)

PS9011 – Administrative Function Table Required CIS maintained Identifies administrative functions that employee performs Entered on PS9004 (Job Class Table) for exempt positions Used for Quarterly Staff Extract Used for IPEDS

PS9012–Bank Clearing House Table Required for direct deposits and EFTs CIS maintained Identifies transit number associated with bank Used for: Direct deposits EFTs for vendor payments Verified with Federal Reserve Bank also needed on PS9005 (Bank Table)

PS9013 – Pay Frequency Table Required CIS maintained Colleges can change Identifies: Maximum gross and net pay Medical aid fixed hours Standard pay period hours Used to determine federal income tax

PS9014 – Pay Scales Table Required College maintained Used with PS9015 which contains the detail Used to: Define pay scales Can copy pay scales to create a new pay scale, then run PS9102J to apply salary changes Delete pay scales

PS9015 – Pay Scale Range Table Required College maintained Identifies pay scale range and step salary/rate amounts Used by automatic salary increases PS0003 uses for automatic salary calculation Used in employee database consistency edits PS9014 must be built first

PS9016 –Savings Bond Price Table Required for processing savings bonds CIS maintained Identifies: Bond type Purchase price Denomination

PS9017 – Deduction Calendar Optional College maintained Established when necessary to take multiple or zero deductions Identifies number of: Deductions at old (current) rate Deductions at new (future) rate Deductions posted to prepayment account

PS9018 – Position Table Optional College maintained Identifies authorized positions Used in: Salary Forecasting Applicant Tracking

PS9019 – Employee Calendar Optional College maintained Identifies: Hours per day for employees working nonstandard hours per day Hours per day or days of the week for employees working a nonstandard work week Hours or days that contracted employees work each month of a fiscal year for DRS and Salary Forecasting

PS9020 – Leave Type Table Required for Leave Accounting Module CIS adds College can change Identifies: Types of leave Leave balance type Leave to dock when leave balance insufficient Whether leave is maintained by day

PS9021 – Skill Table Optional College maintained Identifies skills or proficiencies Entered on PS5013 (Applicant Detail Screen) Can be entered in miscellaneous fields or comments fields

PS9022 – Mail Stop Table Optional College maintained Identifies mail stops at work locations Used in Employee Maintenance Used in Applicant Tracking

PS9023 – Pay Cycle Table Required College maintained Identifies dates associated with each payroll PPMS uses dates to edit and process payrolls Must be built before: Payroll is initialized Payroll transactions entered

PS9024 – Supervisor Table Optional College maintained Identifies supervisor codes Allows for ad-hoc reporting to supervisor level Can be attached to a department

PS9025 – Leave Transaction Table Required for Leave Accounting CIS maintained Colleges can change Identifies: Category Leave type Whether leave should be posted to payroll

PS9026 – Employee Type Table Required CIS adds; Colleges can change Identifies: Valid employee types Default medical/dental plans, leave, retirement plans Method for maintaining leave balances, medical aid reporting, and employee history Number of months for automatic separation

PS9027 – Life Insurance Table Required to process benefits CIS maintained Identifies the rates by plan For optional coverage, calculates premiums using indicators on PS0005 (Benefits Screen)

PS9028 – CUPA Administrative Function Table Required for CUPA reporting CIS maintained Entered on the Job Class Table (PS9004) Used for the College and University Personnel Association (CUPA) Survey

PS9029 – Dollar Balance Table Required CIS maintained Identifies: Valid dollar balances Period for which each is maintained Used for reporting at employee, institution, state, and federal levels

PS9030 – Educational Level Table Required CIS maintained Identifies education levels Used: Employee Maintenance Government Reporting Applicant Tracking

PS9031 – EEO Category Table Required CIS maintained Identifies EEO Categories Used in government reporting from input on PS9004 (Job Class Table)

PS9032 – EFT Vendor Table Required CIS maintained Identifies EFT vendors Entered on Deduction Table (PS9002) by CIS Used for electronic funds transfers for vendor payments

PS9033 – Handicap Status Table Required CIS maintained Identifies handicap statuses Used: Employee Maintenance Applicant Tracking Government Reporting

PS9034 – Hour Balance Table Required CIS maintained Identifies: Valid hour balances Period for which each is maintained When and how to update balances Used for reporting at employee, institution, state, and federal levels

PS9035 – Employee Job Type Table Required CIS maintained Identifies employee job types Used in the selection for government reporting

PS9036 – Leave of Absence Reason Table Required CIS maintained Identifies leave of absence reasons Used in the selection for government reporting

PS9037 – Military Status Table Required CIS maintained Used: Employee Maintenance Applicant Tacking Government reporting

PS9038 – Personnel Action Table Required CIS maintained Identifies: Personnel actions Whether the personnel action requires a date Whether the personnel action is updated to the PS0020 (Employee History Screen)

PS9039 – Race/Ethnic Table Required CIS maintained Identifies race/ethnic codes Displays on screens in: Employee Maintenance Applicant Tracking Used in government reporting

PS9041 – Retirement Table Required to process retirement CIS maintained Establish and maintain retirement plans Identifies: Deduction code Rates for reductions and contributions Current and 3 history rates with effective dates

PS9042 – Schedule Code Table Required CIS maintained Identifies: Schedule code Their accrued payroll indicator Third position of payroll schedule

PS9043 – Separation Reason Table Required CIS maintained Identify and maintain separation reasons Entered on PS0001 (Employee Status Screen) When automatic separation is processed, uses Separation Reason 40 (resignation – general)

PS9044 – Vendor Payment Table Required CIS maintained Create and maintain vendor payment schedules Identifies payment dates by frequency and days of float Needs to be built before PS9002 (deduction Table)

PS9045 – Employer Cost Table Required CIS maintained Establishes employer costs Used to override automatic distribution of employer costs Used on PS0019 (Employer Cost Distribution Override Screen)

PS9046 – Work Study Split Table Optional College maintained Used to maintain work study account & percent Only splits subobjects entered in Institutional Parameter 1300 Overrides account code on PS0003 (Job Account Screen)

PS9046 – Continued Prorates: Total gross pay Staff months Time Benefits charged to account on PS0003 or PS0013