UNDERSTANDING EMPLOYEE GROUP  Many reporting items refer to an Employee Group - PAI This may determine selection and Sort  Eg: Below one will bring up only Subs that are on the active list versus all Sub regardless of On the list Reporting Payrolls use a Payroll Group ** Careful not to change

ANYTIME YOU CAN SETUP A FORMAT – DO IT!  Formats make running the report painless and with less chance of error.  Some report formats starting with ‘Z’ will make those available to Schools in AdminConnect Reporting

UNDERSTAND WHERE INFORMATION SITS  Earnings, Deductions, Time worked, time absent - they are all kept in history line by line per employee per pay per job code:  1 - Timecard, Base Pay, Salary  2 - Addenda (F8)  3 and 4 - recorded Docks  5 Taxable Benefits  In Detail ….. OR: in PAY.801 and PAY.802 summary files. These summaries are appended each pay and are used in balancing Yearend. These are the critical Options to run TIMELY at fiscal and calendar yearend ! Reporting

UNDERSTAND YOUR REQUEST - in ‘DATA’ terms  Is it based on Demographics or Assignment?  Report Writer, Assignment Profile related  If it is assignment related and date sensitive know to go to F11 history (EIS.xxx related reports)  Is it post timecard or Pre-timecard related?  Looking in Sub Records (SUB.xxx versus timecard history PAY.xxx)  Is it all people and the result or just everybody with a result … ie: All teachers and what LIFExx they have versus everybody that has a LIFExx code Reporting

UNDERSTAND YOUR REQUEST - in ‘DATA’ terms  Confirmation of Files Reporting Sub Records -Absences -Time Worked Timecard Records -Absences -Abs Accrual -Time Worked -Addenda Payroll History – per employee, per pay all history! -Absences -Abs Accrual -Time Worked -Addenda *can ask who were my teachers based on them being paid Temporary Employee Demographic Pay Assignment -No History: constant change * Cannot ask who were my teachers

ANY ACCOUNT QUESTIONS - EASY  PAI.516 to qualify any account charges that have occurred from any payroll.  PAY.565 List of Employee assignments and account distributions  Know that … if ask for PAY.565 it runs based on what those assignments say TODAY. Reporting EMPLOYEE SEX JOB CODE FTE PAY GRAD STEP AMOUNT ACCT PER% NAME AFINOGENOV, EVANS M TEACH TEACH 4 9 4, AFINOGENOV, MICHELLE F TEACH TEACH 4 6 3, AFINOGENOV, MICHELLE F TEACH TEACH 4 6 3,

WHAT HAS A PERSON BEEN PAID vs EXPECTED  PAY.340TC - Annual expected Salary  Can only include people based on their current assignment and status  PAY.991 or PAI Payments made to employees  Will include people regardless of their current assignment status  Allows you to select which pays to add up/include  When Job Code is selected in PAI it means reduce the records to just TEACH … not Look to the current TEACH assignment people. Reporting

DEDUCTIONS VERSUS DEDUCTION HISTORY  EIS.530: Who has a LIFxx deduction (standard or voluntary) and what is it. (EIS.260 = format)  PAI.804 or PAI.805: What has an employee paid between date range X-Y for deduction code(s) XYZ.  Show Codes and/or Amounts  Fantastic download Reporting AFINOGENOV, CHERYL M. CUST DEDUCT: CUST MAINT LIFES LTDS EHCS DENTS VISS MAST1 VOLNTRY: CUST LIFETF

ABSENCES TAKEN versus ABSENCE BANKS  PAI.504 (Balance or calculated balance) versus PAI.502  PAY.591 – sliding balance looking at all history for any date range Reporting

MONTHEND REPORTING - DISCUSS / REVIEW  Do you find the reporting you need to provide to benefit carriers, balancing remittances etc. cumbersome?  PAY.795 and PAY.796 … Done? Reporting PAY Deduction Totals Deduction Count Employe Amount Employr Amount Total Amount AMB AMBULANCE BLUEF BLUE CROSS FAM BLUES BLUE CROSS SNG CHAR CHARITY