USPS-R Employee Setup and Payroll Processing

USPS-R Employee Setup and Payroll Processing
ITC REDESIGN- 2017 USPS-R Employee Setup and Payroll Processing

ACH DESTINATION-Adding Bank Account Information
Similar to ROUTSCN in classic Go to Core> ACH Destination Click Routing Number-Enter in the bank Routing Number Description-Enter in a Description (Ex. Bank Name)

Adding ACH SOURCE Data for ACH Tape File Header
Similar to DIRMNT in classic Go to Core>ACH Source Click From the drop down option choose a Transfer Type-(Payroll- ACH Transfer Data or Health Savings Account Transfer Data) In the ACH Transfer Code field enter in the Transfer Code (Ex. 001, 002)

Adding ACH SOURCE Data for ACH Tape File Header (cont.)
ACH Header Record Information Originator Name-Enter Originator –This will be the local bank name if the tape is being sent directly to a federal reserve bank or the fiscal agent name if the tape will be processed by a local bank. The originator initiates entries into the Automated Clearing House Network though an originating financial institution. This may be a local bank, a district fiscal agent, etc. The institute with whom the transfer will occur can assist in what should be entered here. Originator Routing Number- For NACHA compliant tapes, this may be the ACH number of the processing bank. Some banks may require the fiscal agent or districts federal tax id in this field. Contact the bank for the correct value. This field will be used to make up the last 9 characters of the Immediate Origin on the ACH file header record. Originator Type-Makes up the first character of the Immediate Origin on the ACH file header record. Banks adhering to the NACHA rules will require a space in this field. At the banks discretion, they may require another value in this field. Refer to the processing bank for the proper code. In the Type field, enter the following: -Space -1 -9 This field will be used by the ACH File Header record (Position 14)

Destination Name-Enter Federal Reserve Bank if the tape will be sent directly to a federal reserve bank OR Enter the local bank name if the tape will be processed by a local bank. This field will be used by the ACH File Header record (positions 41-63) Destination Routing Number-Makes up the last 9 characters of the Immediate Destination on the ACH file Header record. Enter the ACH number of the destination bank or the Federal Reserve Bank. Contact the processing bank for the correct value. Destination ID Modified- Is provided in the ACH file header record. It permits multiple files that are created on the same date and between the same participants to be distinguished. In the Destination ID Modifier field enter either A-Z or 0-9

Batch and Detail Record Information Organization Name- Enter the name of the district (up to 16 characters) that is transmitting the transactions. This field is used for identifying the source of the entry/transaction and also used as a description for the receiver. This is the Company Name on the ACH file batch header record. This will also appear as part of the information on the employee bank statements.. Organization ID Designator- Choose from Drop Down option Identification Code Designator (ICD), values: 1 = IRS Employer Identification Number (EIN) 3 = Data Universal Numbering Systems (DUNS) 9 = User assigned number ICD makes up the first character of the Company Identification field on the ACH Batch Header record (position 41) and also on the ACH Batch Control record (position 45) Generally the district Federal EIN is used for the Company ID Number. Therefore, the ICD value is values for the ICD and ID number.

Organization ID Number- Enter the districts ID Number. The districts Federal tax ID (EIN) is normally used for this field. The processing bank may require their own customer ID number be used in this field. This field makes up the last 9 characters of the record (positions ). Originating DFI-Enter the first 8 digits of the routing number of the Depository Financial Institution (DFI) originating the entries. This field makes up the Originating DFI Identification on the ACH Batch Header record (positions 80-87) and on the Batch Control record (positions 80-87). Originator Status- Choose from Drop Down option

Entry Description- Enter a description that will be used for displaying back to the Receiver. This description may be up to 10 characters. This field represents the Company Entry description on the ACH Batch Header record (positions 54-63). If a description is not provided (left blank), PAYROLL will be used. Trace Routing Number- Enter the first 8 digits of the routing number of the Originating DFI. In some cases the processing bank may require a different routing number be used on the detail PPD entries than what is used on the Batch header record. This routing number may not be the same as the routing number entered for the Originating DFI. The district trace routing number makes up the first 8 characters of the Trace Number on the ACH file PPD Entry Detail Record. Number of Batches-Enter the type of file to be generated for ACH submission: 1 -Single batch file 2- Multiple batch file

Direct Deposit Clearing Credit Account Status-Select from Drop Down option Debit Account Status- Select from Drop Down option Account Number- Enter the district Account Number ACH Number- Enter the routing number for the bank which the payroll clearance account is located. Note-The above listed fields are generally used only when a district has a third party originate their ACH transfer and the third party requires the district have a clearing account at their financial institution.

Payroll Debit Clearance Status-Choose Status from Drop Down Option Account Number- Enter the account number for the direct deposit clearing account. ACH Number- Enter the routing number for the bank which the direct deposit clearing account resides. Click

ADJUSTMENTS Go to Core>Adjustments Click
Employee-Select Employee by typing in a few alpha characters of first or last name and then click on employee name. Payroll Item-If adjustment to Payroll Item choose from Drop Down Option. If not payroll Item skip and go to Type. Type Choose Type of adjustment from Drop Down option. Transaction Date- Enter or choose Transaction Date. Amount-Enter appropriate amount. Description-Enter in Description of Adjustment.

BANK ACCOUNT District account-for Direct Deposit/Checks and PAYREC
Go to Core>Bank Account Click Bank Account #-Enter in Bank Account # (Ex. 1,2, etc.) Bank Account- Enter in bank Account Name Start Date- Enter or choose Start Date (optional) Stop Date- Enter or choose Stop Date (optional) Note-Multiple bank accounts can be setup to have the option to print payroll and payee checks.

Dates will show on CORE/EMPLOYEE option
DATE CODES Dates will show on CORE/EMPLOYEE option Go to Core>Date Code Click Display name-Enter in display name you wish to see on the Employee screen (Ex. Spring Break). Group- Enter in Group Name – (The 'Group' name can be created Ex.Break Dates and a new custom header is created or edit for placement of the date within the 'Employee' screen Ex. Dates) Property Name- The Property Name has to be combined with the first word in lower case and then the first letter of each word after Capitalized. Ex. springDate.

Similar to EMIS Access in USPS Web
EMIS ENTRY Similar to EMIS Access in USPS Web EMIS Employee Entry EMIS Position Entry EMIS Contractor (CJ) EMIS Contracted Service (CC) To add (CJ) records module, go to System/Modules, click on + EMIS Contractor Module and Refresh. Go to Core> EMIS Entry. Only un-highlighted fields can be modified in the EMIS Employee Entry option

EMPLOYEE (PERSONNEL) Go to Core>Employee (Personnel)
Write and Modify access only to select Employee fields

Creating a new Job Calendar
Similar to CALTYPED and CALMNT in classic Creating a new Job Calendar Go to Core> Job Calendar Click Enter in the Name of the calendar in the Type field. Enter a description of the calendar in the Description field. Choose a Start Date from the drop down option. Choose an End Date from the drop down option. Choose the Type of days from the Type drop down option If weekend are to be included click on the box.

Adding or modifying work days on Calendars
JOB CALENDAR (cont.) Adding or modifying work days on Calendars Go to Core>Job Calendar Choose the edit option on the calendar choice. Start Date- Enter or Select a Start Date End Date- Enter or Select an End Date Type- Select the Appropriate Type from the Drop Down option Click Note-You can also right click on a day and choose the Type and then click

Mass Change an existing Job Calendar
JOB CALENDAR (cont.) Mass Change an existing Job Calendar Go to Core>Job Calendar Click Enter Date-Enter or Select the Date you wish to Mass Change Update to- Select the Type you wish to change to from the Drop Down option. Double click desired calendar(s) to select or hold CNTRL key and choose calendars you wish to change and then click to move Selected Calendars. Click next to specified calendar and verify the change that was made to the type.

Copy an existing Job Calendar
JOB CALENDAR (cont.) Copy an existing Job Calendar Go to Core>Job Calendar Click Copy From- Choose Calendar to copy from Drop Down option. Start Date- Enter or select Start Date. End Date- Enter or select End Date. Double click desired calendar(s) to select or hold CNTRL key and choose calendars you wish to change and then click to move Selected Calendars. Click next specific calendar to tweak specific days for. Add or remove days on this calendar and then click

Similar to USPCON in classic
ORGANIZATION Similar to USPCON in classic Organization is the district detail information Name, address, city, state zip, District ID numbers.

Similar to PGRPED in classic
PAY GROUP Similar to PGRPED in classic Go to Core>Pay Group Click on Job Calendar- Choose Job Calendar from Drop Down option (optional) Code- Enter in appropriate code Description- Enter in Description (name of pay group) Click

Similar to one half of DEDNAM in classic
PAYEE Similar to one half of DEDNAM in classic Go to Core>Payee Click Enter Payee (Vendor) details Number- Enter in Vendor number or leave blank Name- Enter Payee Name Second Name- Enter Payee Second Name (if applicable) If paid electronically check Street 1- Enter Street 1 address Street 2- Enter Street 2 address City- Enter in City State- Enter in State Postal Code- Enter in Postal Code

PAYEE (cont.) Providence- Enter in Providence (if applicable)
Country- Enter in Country (if applicable) Phone International Code- Enter in Phone International Code Phone Number-Enter in Phone Number Phone Extension- Enter in Phone Extension (if applicable) Fax International Code- Enter Fax International Code Fax Number- Enter in Fax Number Fax Extension- Enter in Fax Extension (if applicable) Unlisted- If Unlisted check Click

PAYROLL ITEM CONFIGURATION
Similar to one half of DEDNAM in classic Go to Core> Payroll Item Configuration Click Type- Select Type from Drop Down option (Ex. City Tax) Enter Payroll Item Details: Code- Enter in Payroll Item Code number Name- Enter in Payroll Item Name Abbreviation- Enter in Payroll Item Abbreviation W2 Abbreviation- Enter in Payroll Item W2 Abbreviation Payment Cycle- Choose the Payment cycle from the Drop Down option

PAYROLL ITEM CONFIGURATION (cont.)
Tax Entity Code- Enter in Tax Entity Code CCA- Enter in CCA Code (if applicable) CCA Description- Enter in CCA Description (if applicable) Report to CCA- If CCA reportable check City Tax Annuity Options- If annuity honored check for all that apply. Suppress SSN ID- If SSN ID is to be suppressed check Medicare Pickup- If city taxes Mecicare Pickup check Voluntary- If a Voluntary deduction check Employer Health Coverage- If Employer Health Coverage deduction check

Tax Employer Amounts- If Employer Amounts are taxed check Required- If this is a Required deduction check Job Level- If Job Leveling applies check Tax Non-Cash Earn- If city taxes Non-Cash Earnings check Show on Create Wizard- Show this item on the Create Wizard Payee (select from options)- Select Payee from Drop Down options RITA- Enter in RITA code (if applicable)

RITA Description- Enter in RITA description (If applicable) Click

POSITIONS (PERSONNEL)
Go to Core>Positions (Personnel) Write and Modify access only to select Position fields

POSTING PERIOD To process payroll you need to have the current Posting Period listed as Open and Current. Other months may remain as Open if so desired. Go to Core>Posting Period Click on Calendar Month- Choose Month from the Drop Dowm option Calendar Year- Enter in the Year CCYY Check Current- If this is to be the current posting period check Click

ADDING A NEW EMPLOYEE Go to Core>Employee Click the button.
Similar to BIOSCN/DEMSCN in classic Go to Core>Employee Click the button. Use a saved Template and add additional employee data or add the appropriate data for the new employee. Click the button.

EMPLOYEE DASHBOARD-Creating Position and Compensation
Similar to JOBSCN/POSSCN in classic Go to the Employee Dashboard and find the new employee by typing in a couple of alpha characters from the last name or first name and then select that employee by clicking on the employee name. Click on Positions. Click on the button. Use a saved Template and then add the remaining data needed or manually add all the necessary position data. Click

EMPLOYEE DASHBOARD-Creating Position and Compensation (cont.)
Click the next to the Position record. Click the button and choose the Compensation type (Contract/Non-Contract) and click Add the compensation data necessary for this position. (Description, Compensation Start Date, Compensation Stop Date, Pay Plan, Pay Unit, Retirement Hours, Contract Amount, Contract Obligation, Pays in Contract, Calendar Start Date, Hours in Day) Click the button.

EMPLOYEE DASHBOARD-LEAVES
Similar to BENSCN in classic Click the Leaves option Click Enter the appropriate leave information for this employee using a Template option or manually add the appropriate data. (Sick/Vacation- Accum Per Month, Leave Unit, Max Leave Amount. Personal- Max Leave Amount, Reset Value)

ADDING LEAVE ACCUMULATION
Similar to AC entry in ATDSCN in classic To add Leave Accumulations (balance) go to Core/Leaves/Accumulations Click Find employee and click on employee name Choose Leave type from Drop Down option Enter in a description- (Ex. Sick Accum) Length- Add the number of days or hours employee should have for balance Enter or Select Transaction Date

EMPLOYEE DASHBOARD-Adding PAY DISTRIBUTIONS
Similar to Direct Deposit Deduction record in classic Click the Pay Distributions option Click Choose the Type from the Drop down option (DIRDEP/CHECK) Enter the Pay Distribution information accordingly. (Code, Abbreviation, Account Number, Fixed or Percent, Rate, Direct Deposit Type (if applicable) ACH Destination, ACH Source.)

EMPLOYEE DASHBOARD-Adding PAY DISTRIBUTIONS (cont.)
Adding Pay Distributions for Check Click on Pay Distributions Click Cllck Select Type from Drop Down-Check Code-Enter in 7XX code Fixed or Percent-Choose from Drop Down option Rate- Enter in percentage or rate Start Date- Enter or Select Start Date (optional) Stop Date-Enter or Select Stop Date (optional)

EMPLOYEE DASHBOARD-Adding PAY DISTRIBUTIONS (cont.)
Priority-Enter Priority Click Close

EMPLOYEE DASHBOARD-PAYMENTS
Similar to View Check History option of BRWSCN in classic Click on Payments Double click on the check number to see details of the payment.-

Attendance/Absence Loading
Attendance/Absence Loading Options Attendance/Absences can be loaded manually through CORE/ATTENDANCE using the Create or Mass Add option (Similar to ATDSCN in classic) Attendance/Absences can be loaded for an individual employee through the Dashboard by choosing your employee , selecting Attendance and then choosing the Create or Mass Add option. Attendance/Absences can be uploaded using the Utilities/Attendance Import option. (Similar to USPIMPORT in classic)

Pay Exception Entry Pay Exception Entry Options
Pay exception entries can be manually entered through Core/Attendance Create or Mass Add using the Posting Mode option (Similar to ATDSCN in classic) Pay exception entries can be manually entered through Core/Payroll-Payroll Payments Future. (Similar to UPDCAL_FUT in classic) Pay exception entries can be uploaded using the Utilities/Attendance Import Option. (Similar to USPIMPORT in classic)

EMPLOYEE DASHBOARD-Adding PAYROLL ITEMS
Similar to DEDSCN in classic Click on Payroll Items. Click Choose the Payroll Item you wish to add using the drop down arrow or type in the code or a few alpha characters of the Payroll Item name and then click on the item. If applicable Payroll Item by specific Job can be set up by using the Drop Down option under Position

EMPLOYEE DASHBOARD-Adding PAYROLL ITEMS (cont.)
A Template record can be used and the the remaining data can be added for the employee. Enter the required data (Rate, Pay Cycle, etc.) for the Payroll Item Click the button. Continue adding Payroll Items as needed.

EMPLOYEE DASHBOARD-Adding PAYROLL ACCOUNTS
Similar to PAYSCN Click Payroll Accounts. Click From the Drop Down choose the Position. Select the Expenditure Account from the Drop Down option. Populate the remaining data (Rate Type, Status, Leave Projection, Employer Distribution, Charge Amount or percent, Maximum, Sort Order)

PAYROLL PROCESSING To begin the payroll process verify that your are in the correct posting period-displayed in the upper right corner of your screen Go to Payroll>Payroll Processing. Click Populate the pay information fields accordingly (Pay Plan, Pay Cycle, Start Date, Stop Date, Pay Date) and select the pay groups you wish to pull in. Click To add additional pay groups (similar to the additions option in classic) Click Select the additional pay groups you want added to this payroll and enter in the Start Date and Stop Date for these pay groups.

ERROR REPORT Check error report by clicking on
Make any necessary corrections in the system.

CREATING THE PAY REPORT
Click on Populate the Report Title field (Default - Payroll Report) Choose the Sort By option from the drop down arrow. Choose the Report Format from the drop down arrow. If you wish to Begin Each Employee on a New page check If you wish to Include Employer Payroll Item Amounts on the report check (default is checked) If you wish to Show Only Report Totals click Click

POSTING PAYROLL Click (This is similar to CHKUPD in classic)
Verify that you wish to post the payroll by clicking

UNPOST A PAYROLL A payroll may be unposted anytime as long as no outstanding payables have been paid. To Unpost go to Payroll/Payroll Processing/Posted. Click on the button next to the payroll you wish to Unpost. Click the button. Make the necessary changes. Click the button and select all pay groups by clicking the Under the Payroll Pay Groups then click Click the button to re-post the payroll.

Creating Checks and Direct Deposit Notices
To Process Checks Go to Payroll/Payroll Processing/Posted and click on the button for the payroll you are working with. Click the button. Populate the fields accordingly: Click the button. Note-The Starting Check Number field can be left blank and the next available check number will be used.

Creating Checks and Direct Deposit Notices
To Process Direct Deposits Go to Payroll/Payroll Processing/Posted and click on the button for the payroll you are working with. Click the button. Populate the fields accordingly: Click the button.

Budget Distribution Report
Similar to BUDDIS in classic Go to Payroll/Payroll Processing/Posted and click on the button for the payroll you are working with or click Click Populate the setup screen accordingly (USAS Check Number, USAS Vendor Number Note- can be left blank) and click the button.

Payroll Account Distribution Report
Similar to BUDDET in classic Click on the The Payroll Account Distribution report is automatically created.

Creating ACH Submission File
Similar to PAYDIR in classic Go to Reports>ACH Submission Populate data accordingly:

Creating ACH Submission File (cont.)
Under historical Payrolls click the next to the payroll you are creating the ACH file for and then click Verify the data on the ACH Submission Report is accurate. If all data is accurate click the button. To create a HSA tape file you will click on the button. Click the next to the Convert Pre-Notes on ACH Submission File Generation? Click the button. All prenotes on the Pay Distributions records will be converted to live.

Process Outstanding Payables
Similar to PAYDED in classic Go to Processing>Process Outstanding Payables. Select Payroll Cycle(s) you wish to process. Select all items by clicking the under the Select Payroll Cycles field or if you wish to only select certain items to pay click the next to each item. Click the button.

Process Outstanding Payables (cont.)
Go to Core>Payments Click on the Payee Payment Checks tab. Filter on the grid by Transaction Date/Status Click the under the Void tab or click individual boxes to select checks to be printed. Click the button.

Processing Outstanding Payables (cont.)
Set up the Print Checks Options accordingly: Note- The Starting Check Number field can be left blank and the next available check number will be used. Click

Posting Payroll to USAS
Similar to AUTOPOST in classic Go to System>Modules Click on the USAS Integration Module and then hit refresh Note-Set up for USAS Integration can be found under Modules. (One time setup) and user must have appropriate role to set up the module. You will then see the USAS Integration tab. Choose Payroll Submission Click the button Find the pay you wish to post to USAS and click the button

Posting USAS EMPLOYER SHARE of RETIREMENT
Similar to BRDRET for Retirement Go to Reports Select and Generate Board Retirement Report Go to USAS Integration Click on Employer Share of Retirement Submission Enter or Select Begin Date Enter or Select End Date Click

PAYMENTS-Voiding a check
Similar to CHKSTA/VOID in classic Go to Core>Payments Click the Check Register Tab Filter in Status of “P” for Paid Click the next to the payroll check Click Enter or select Void Date Confirmation message is displayed Change Filter on grid to Status of “V” for Void or Number =XXXXX

PAYMENTS -Reconciling Checks
Similar to CHKSTA/RECONCILE in classic Go to Core>Payments Click the Check Register tab Filter on Status of “P” for Paid Click the next to the payroll check or to reconcile all click this will mark all checks Click Enter or Select Reconcile Date Confirmation message is displayed

PAYMENTS-Unreconciling Checks
Similar to Reverse Reconcile in classic Go to Core>Payments Filter on Status of “R” Reconciled Click on the Number Column twice to sort by descending by check number Click the next to the payroll check(s) Click Click to remove filter and show updated status and blank reconciled date

Create PAYREC FILE FORMATS
Similar to PAYREC.INI file in classic Go to Utilities>Automatic Payment Reconciliation Configuration Import Type- Choose (CSV or Fixed Length) Click Choose fields from Drop Down options Click Enter Format Name and click

PAYMENT (Payment Reconcile Extract)
Similar to PAYREC Extract (Positive Pay) in classic Go to Core> Payments Select Check Register/Payment Reconcile Extract Specific Date- Enter or Select Specific Date- Date needs to be before Transaction Date of the check in order to be included Bank Account-Choose from the Drop Down option File Format-Choose the format from the Drop Down option to be used to create the Extract File Select “Payment Transaction Type” –(All, Payroll Check, Deduction Check or Group Deduction) Click on to create a .csv for extracting or to create a report for viewing

PAYMENTS-(Auto Reconcile)
Similar to PAYREC/Reconcile in classic Go to Core>Payments Click on Check Register/Auto Reconcile Reconcile Date-Enter or Select Reconcile Date Select the Pay Rec Format you will be using from the Drop Down option Choose the Bank Account from the Drop Down option Click and find the file from the bank that you will be using Click View the Summary Report There is an option to Download and Save Click Close

Similar to MAPPING in classic
ACCOUNT MAPPING Similar to MAPPING in classic Go to Utilities> Account Mapping Click Enter Original account details- (Fund, Func, Obj, SCC, Subject, OPU, IL and Job Enter Mapped to Account details-(Fnd, Func, Obj, Scc, Subject, OPU, IL and Job) Click to add another line These will import from Classic Use of Wildcards a. * represents multiple characters b. % represents a single character Order is important just like in Classic (more specific accounts first) Click on and drag the second line to the first line to reorder so that more specific account is first

EMPLOYEE DASHBOARD-Process a positive error adjustment
Select employee in Employee Dashboard Select Payroll Items Click on next to payroll item that needs the error adjustment Scroll down and click under Error Adjustments Enter the error adjustment details Amount - Enter in error adjustment amount as a positive figure (deferred if no withheld, will as much as can) Descriptiion- Enter the description for the error adjustment Date-A specific date can be chosen Click Note- Date field allows you to enter multiple error adjustments to be pulled into future payrolls as specified.

Processing REFUND OF PAYROLL ITEM Not Included in Payroll Run
Go to Employee Dashboard or Core>Payroll Item Find Employee and Payroll Item for refund Click on next to payroll item that needs the error adjustment Scroll down and click under Error Adjustments Enter the error adjustment details -Amount -Enter in error adjustment amount as a negative figure -Description-Enter the description for the error adjustment -Date- A specific date can be chosen -Click

Processing REFUND OF PAYROLL ITEM Not Included in Payroll Run (cont.)
Go to Processing>Payroll Item Refund Click checkbox next to employee to be refunded Click

Click XML file will be created for transfer to printing software.

Similar to NEWCNT/MAINT in classic
NEW CONTRACTS Similar to NEWCNT/MAINT in classic New Contact Maintenance Go to Processing>New Contracts Click the New Contract Maintenance tab Click Enter selections: Employee-Choose Employee from Drop Down option Compensation- Choose Position from Drop Down option Contract Type-Choose Contract from Drop Down option

NEW CONTRACTS-Maintenance (cont.)
Enter New Contract details: Description- Enter a Description for Compensation Compensation Start Date- Enter or Select a Start Date Compensation Stop Date- Enter or Select Stop Date Contract Amount- Enter in Contract Amount Contact Obligation-Enter in Contract Obligation If equal pays click Pays in Contract-Enter in number of pays in Contract Click Calendar Start Date-Will default to Compensation Start and Stop dates

NEW CONTRACTS-Maintenance (cont.)
The Pay Per Period and Contract Work Days automatically calculated. Display the new contract on the grid Click to “purge” the new contract Go to Core>Position Filter Grid on Last Name Click on next to position You will see that both the old and new Compensations are displayed Note- The timing of purge is no longer critical, compensations can be entered and purged early and will pull in based on start date.

NEW CONTRACTS-Mass Copy Compensations
Similar to NEWCNT/BUILD in classic Go to Processing>New Contracts Click on the Mass Copy Compensations tab Can select by job status or pay group to quickly mass add new contracts Contract Start Date- Enter or Select Contract Start Date Contract Stop Date- Enter of Select Contract Stop Date Click Go to New Contract Maintenance To purge only specific pay groups filter on the Code in the grid and click

NEW CONTRACTS-Import Option
Similar to NEWCNT/IMPORT in classic Go to Processing > New Contracts Click on the Import New Contracts tab Click on and find your file you wish to import Contract Start Date- Enter or Select a Contract Start Date Click Go to New Contract Maintenance To purge only specific pay groups filter on the Code in the grid and click

BENEFIT UPDATE-Accrual
Similar to BENACC in classic Go to Processing>Benefit Projection and Projection Choose Accrual tab Report Title-Enter in Report title (Default-Benefit Accrual Report) Accrual or Projection-Choose from Drop Down option if you want to produce Accrual Report or Accrual Projection Report Benefit Accrual Options-Choose from Drop Down option Specific Accrual Date-Enter or Select a specific accrual date

BENEFIT UPDATE-Accrual (cont.)
Include ineligible Positions-Check if applicable Sort Option-Choose your sort option from Drop Down Select Pay Groups/Select Employees-Select Pay Group(s) employee(s) you wish to process accrual for. Click

BENEFIT UPDATE-Reset Personal Leave
Resetting Personal Leave Choose Reset Personal Leave tab Reset or Projection-Choose from Drop Down option Personal Leave Reset Report or Personal Leave Reset Projection report Specific Accrual Date- Enter or Select Specific Accrual Date Sort Options-Choose sort option from Drop Down Select Pay Groups-Select Pay Group(s) you wish to Reset Personal Leave for Click

BENEFIT UPDATE-Convert Personal Leave to Pay
Choose the Convert Personal Leave to Pay tab Report Title-Enter title name (default Personal Leave to Pay Report) Actual or Projection-Choose form Drop Down option Sort By- Choose from Drop Down option sort option Post to future payroll- If this is to be included in future check box Set the personal leave balance to zero- default is Convert personal leave option-Choose from Drop Down option

BENEFIT UPDATE-Convert Personal Leave to Pay (cont.)
Percentage of balance to convert-Enter percentage of balance to convert Minimum balance to qualify for converting pay-Enter minimum balance to qualify for converting pay Include partial days/hours-Check if applicable Include positions ineligible for personal leave-Check if applicable Appointment Type-Choose appointment from Drop Down option Specific contract start date from-Enter or Select Specific contract start date from

BENEFIT UPDATE -Convert Personal Leave to Pay (cont.)
Specific contract start date to-Enter or Select Specific contract start date to Select Pay Groups-Select pay group(s) you wish to be processed Select Employees-Select employee(s) you wish to process Click

BENEFIT UPDATE-Convert Personal Leave to Sick Leave
Choose the Convert Personal Leave to Sick Leave tab Report Title-Enter in report title name (default- Personal Leave to Sick Leave Report) Actual or Projection-Choose from Drop down option Sort By- Choose sort option from Drop Down Create Personal Leave Option-Choose from Drop down option Minimum value of personal days/hours to convert-Enter in the minimum days or hours to convert

BENEFIT UPDATE-Convert Personal Leave to Sick Leave (cont.)
Include partial days/hours –Check if applicable Include positions ineligible for personal leave-Check if applicable Include positions ineligible for sick leave –Check Appointment Type-Choose from Drop Down option Specific contract start date from-Enter or Select a Specific contract start date from

BENEFIT UPDATE-Convert Personal Leave to Sick Leave (cont.)
Specific contract start date to-Enter or Select Specific contract start date to Select Pay Groups-Select Pay Group(s) you wish to be included in the process Click

BENEFIT UPDATE-Part Time Sick Leave Accrual
Choose the Part Time Sick Leave Accrual tab Report Title-Enter in repor title (default-Part Time Employee Sick Accrual Report) Actual or Projection-Choose from Drop Down option Sort By-Choose your sorting option from the Drop Down

BENEFIT UPDATE-Part Time Sick Leave Accrual
Select Pay Groups-Select Pay Group(s) you wish to be included in the process Click

Useful Links USPS-R Documentation: USPS-R Demonstration Videos: Fridays with Fiscal Recorded Demos: ohio.org/display/ssrd/Redesign+Recorded+Demos

USPS-R Employee Setup and Payroll Processing

Similar presentations

Presentation on theme: "USPS-R Employee Setup and Payroll Processing"— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

USPS-R Employee Setup and Payroll Processing

Similar presentations

Presentation on theme: "USPS-R Employee Setup and Payroll Processing"— Presentation transcript:

Similar presentations

About project

Feedback