USPS-R Menu Menu options may look different for each user as they will only see the options available to them based upon their user account’s Role/Permissions.

USPS-R Menu Menu options may look different for each user as they will only see the options available to them based upon their user account’s Role/Permissions Both USPS-R & USAS-R Powerpoints are located in the NWOCA Wiki at the following URL:

Core Contains the central pieces of USPS-R. Adding and modifying Employee and Employer data

MASS CHANGE The Mass Change option is available for most of the Core option selections. This option will is available for set up under System/Modules/Mass Change Service. Click on the button next to Mass Change Service to make the mass change module active. The user has update access to the Mass Change Service Module if they hold the GROUP_MANAGER role and have the ADMIN_MASSCHANGE permission. Please refer to the Mass Change chapter of the USPS-R manual..

Templates The Templates option is available in several of the Core option choices and can be found when the option is selected. Templates can be created by populating the desired fields and then saved by clicking on the Save as Template tab. These templates can then be later used by clicking on the Choose Template Option and selecting the template that you want to use.

Similar to ROUTSCN in classic
ACH Destination Similar to ROUTSCN in classic The ACH Destination screen is used to add Banking Institution routing numbers. Click to add a new ACH Destination record: Click the button. Mass Change feature not available for this option.

Similar to DIRMNT in classic
ACH Source Similar to DIRMNT in classic Used to create informational records for the school districts who choose to submit an ACH file for direct deposits or HSA’s These records are used to create a tape which will be sent to a local bank or directly to a Federal Reserve Bank The bank will use the information as a means of verifying which employee's account is to be credited. It is critical that the bank for each district be contacted to obtain the necessary information for processing direct deposit or HSA depositing. Terminology changes- Classic Redesign ACH Transfer Type Transfer Type ID ACH Transfer Code ID Designator Organization ID Designator ID Number Organization ID Number Name Organization Name See the ACH Source chapter in the USPS-R manual:

ACH Source (continued)
The ACH Source option is used to enter all banking institution information in order for the direct deposit transmission process to be completed. The creation of an ACH Source record is secured by the USPS_MANAGER_ACHSOURCE permission. By default this is given to the GROUP_MANAGER role. To create an ACH Source Record click Click the button.

ACH Source (continued)
To view an ACH Source record click To modify an ACH Source record click To delete an ACH Source record click

Adjustments The Adjustments option allows you to Create , View , modify or Delete employees Adjustment records.

Adjustments (continued)
To create an Adjustment record find the employee you need to do an adjustment journal entry for by typing in a couple of characters from the employee’s first name or the employee ID. Click on the employee name.

If the adjustment is for a Payroll Item you will click on the drop down arrow in the payroll Item field and select the Payroll Item you will be adjusting.

You will then click on the Type option and choose which field you will be making the adjustment to: Examples-Total Gross, Taxable Gross, Amount Withheld, etc. You will then enter in a Transaction Date, the amount you are adjusting and a description of what the adjustment is for.

Click onm and the adjustment should be added to the system.

Adjustments(continued)
If an adjustment needs to be made to SERS or STRS hours, days, ODJFS gross, ODJFS weeks, EMIS Attendance or Attendance Absence you will have the Payroll Items field blank and then choose the appropriate Type: You will then enter in a Transaction Date, the amount you are adjusting and a description of what the adjustment is for.

Similar to ATDSCN in classic
Attendance Similar to ATDSCN in classic Is used to track and update employee attendance and absence data. There are two options available Create or Mass Add Accrual’s and Adjustments days will be tracked in a Journal Log and not in the Attendance option like classic. Terminology changes- Classic Redesign ID Employee #

Attendance/Create The Create Option allows for one single Absence or Attendance record to be added: Click Add the appropriate data-Employee#, Compensation, Activity Date, Length, Trans Type, Unit, Category, Sub Catefgory (optional), Appt. Type (optional) and Substitute for (optional)

Attendance Create (continued)
To add additional days for same employee click and change the Activity Date. To add a new employee record click When all data is added Click the button. Note- The posting Mode option is available to Post to Current, Future or None.

ATTENDANCE/MASS ADD The Attendance Mass Add option is used to add consecutive days of attendance or absences in a single transaction.

Attendance (continued)
You will then select your employee, the Compensation, enter in the Length, Choose the Transaction Type, Unit, Category, Enter in a Sub Category (optional), Select Appt. Type (optional), If weekend dates are to be included check the Include Weekends Box, (Saturday and Sunday dates will be included on the calendar) Click on the dates you wish to add for this employee.

Click Note-The posting Mode option is available to Post to Current, Future or None.

An employee attendance record can be viewed modified or deleted

BANK ACCOUNT To create a Bank Account record click the button.
Enter in the Bank # you want associated with this account Enter in the Bank Account If applicable enter in a Start Date If applicable enter in a Stop Date

Bank Account Bank accounts are defined and listed under the Core/Bank Account. The user has the ability to add start and stop dates for each bank account. Any bank account that is listed and active may be selected from a drop down when Processing Payments (Checks/Direct Deposits).

Date Codes Date Codes are district used fields
Is used to create a new Date Code under the Employee option Date field Can also be viewed, created, or Edited under the ADMIN/Custom Field Definition option Date Codes: Terminology changes- Classic Redesign Date Code Property Name Description Display Name

Date Codes To create a Date Code click on

EMIS Entry Screen Display’s EMIS information entered in the Employee or Position screens Includes view or modify access to the EMIS Employer Entry, EMIS Position Entry screens or access to the EMIS Contracted Service (CC) records Districts can create or choose roles for employee’s by using the ADMIN/ROLE option. Once created, employee’s can then be given access to the EMIS Entry screen by using the ADMIN/USER option This is equivalent to OECN_USPS_EMIS identifiers

EMIS Employee Entry

EMIS Position Entry

EMIS Contracted Service (CC)

Employees To add a new employee to payroll you will want to click the
This is equivalent to BIOSCN and DEMSCN in the USPS Classic To add a new employee to payroll you will want to click the button. You can view modify and delete employees in the employee option. These are the group names found under Employee: Identification Name Legal name Address Contact General Dates Employee Date CF Evaluation Experience Race Standard Payroll Standard Personnel State Reporting

Employees-Differences
Terminology change- Classic Redesign Employee ID Number State Assigned ID (certified) Credential ID (certified) Zip Postal Code Primary State Assigned ID (classified) Non-Certificate Employee ID

New Fields in Employee on redesign
Employee – New Fields New Fields in Employee on redesign General ODJFS Reportable Spouse First Name Other Primary Secondary State reporting Non-Certificate Employee ID

EMPLOYEE

EMPLOYEE (continued)

Employee Personnel This screen only has view and modify access.
To be able to view or edit these records, an employee would need OECN_PPS or OECN_PPS_RO rolls Contains personal information about the employee: Employee Name Address Dates Employee Date CF Evaluation General Identification Legal Name Race Standard Payroll Standard Personnel State reporting

EMPLOYEE PERSONNEL(continued)

EMPLOYEE PERSONNEL (continued)

Leaves This is equivalent to BENSCN in the USPS Classic
Allows user to add a new leave record by clicking on the button. Existing Leave records can be viewed modified or deleted Terminology change- Classic Redesign- Accum/month Accum Per Month Benefit unit Leave Unit Maximum Max Leave Amount Advance Used Advanced Units Used Advance Max Max Advance Leave Accum/Serv Service Hours Accumulator

Leaves (continued) New Fields in Leaves on Redesign Type
Accumulate Based On Hours (Sick Only) Date last Accrued Leave 100 Percent Accrue Leave Adjustment Leave Units Accum last Pay Pending Leave Adjust Units Work Full Accum User Defined Leave Acc Personal Leave Accum (Personal Only)

LEAVE/ACCUMULATIONS You can view modify or delete an employee’s accumulations record.

LEAVES/ACCUMULATIONS (continued)
Accumulations can be created for an employee by clicking on the button.

LEAVE/ACCUMULATIONS (continued)
Select Employee, Position and Leave to add by clicking on the arrows. Select the 'Category' of Leave to Accumulate or leave blank Can enter a 'Description' or leave blank Enter a 'Length' for the Accrual Enter a 'Transaction Date' for the posting date Select the 'Unit' by clicking on the . Click on to save desired changes to the Employees Accumulation, click on Cancel to not post changes and return to the Accumulations grid.

ORGANIZATION This is equivalent of the USPCON screen in classic.

Pay Distributions Formerly DEDSCN - Direct Deposit
This used to be done in DEDSCN as a deduction Pay Distributions are created for each employee Determines how each employee should be paid, Direct Deposit or Check Pay Distributions Terminology change- Classic Redesign Acct # Account Number Deposit Type Direct Deposit Type Deposit Amount Rate

Pay Distributions (continued)
New Fields in Payroll Distributions on Redesign Priority Code 1 Code 2 Date Money 1 Money 2 Text ACH Source ACH Destination

PAY DISTRIBUTIONS This is equivalent to the direct deposit deductions in classis To add a pay distribution record for a new employee click Find the employee you want to create a record for by clicking on the drop down box next to the employee field. Then click continue.

PAY DISTRIBUTIONS (continued)
You will then click on Choose the Type (DIRDEP or CHECK) and click continue

The abbreviation Account Number-Employees bank account number Code can refer to the old direct deposit 700 codes Start Date-Date pay distribution is to start Stop date-Date pay distribution is to stop Direct Deposit Type- Automated Deposit (Demand Credit Records) Prenotification of Demand Authorization Automated Deposit (Savings Account Credit records) Prenotification of Savings Credit Authorization Fixed or Percent-Is a percent of a fixed amount to be withheld for this account.

Priority- Rate- What is the percentage or fixed amount rate ACH Destination-Choose from the drop down the bank that the pay distribution is being deposited into ACH Source-Payroll/ACH Transfer, Code 001 Standard CF-These fields can be used for any information that the district wants to track for this employee in reference to the pay distribution. When all fields have been populated click

You can view modify or delete pay distribution records

PAY GROUP This is equivalent to USPSDAT/PGRPED in the USPS Classic Allows to divide employees into Logical groups in order to apply mass changes to employee information, process payroll and generate reports Allows you to add, modify, or delete Pay Groups Codes and Descriptions. Terminology change- Classic Redesign- Pay Group Code Pay Group Description Description

PAY GROUP (continued) To create a new pay group click
If this pay group is to be associated with a job calendar select the calendar from the drop down or leave blank Code- Enter in the Code of this pay group Description- Enter in the description of this pay group Click to create the pay group or if you do not want to add this pay group

PAY GROUP (continued) Pay group will allow you to view and modify pay groups. The delete option can be only used on a pay group that has no associated calendars or history tied to it.

PAYEE The PAYEE screen is an equivalent of a portion of the DEDNAM record. The PAYEE screen is used to add a name and address for a payroll item along with a number which can be related to more than one payroll item. (Works like the vendor number did in DEDNAM) You can assign one PAYEE record to multiple payroll item configuration records To add a PAYEE record click on the button.

PAYEE (continued)

PAYEE (continued) Number-This can be used to assign multiple payroll items to the one PAYEE record for check printing (similar to vendor number in classis) Name-The name of the PAYEE Second Name- Second name of the PAYEE Street 1- Street address for PAYEE Street 2-PO Box, Apt number etc. State- State where the PAYEE resides Postal Code-Zip Code of the PAYEE Foreign Address (If foreign address check box) Providence-name of Providence if applicable Country-Country the PAYEE is located in. Phone-International Code- Phone-Number-Phone number of PAYEE Phone-Extension- Phone Extension number of PAYEE Fax-International Code- Fax-Number-Fax number if PAYEE Fax-Extension Fax extension number of PAYEE Unlisted- If the phone number for the PAYEE is unlisted check the box

PAYEE (continued) The PAYEE screen will allow you to view modify or delete PAYEE records.

PAYMENTS Payments has three option:
1- Payroll Payments- This will list the payments made to employees If a check is to be voided or you will find it by populating the Last name field or Number field for the record you would like to void To void the check click on the box next to the check number , then click on the box. Choose a void date and then click Confirm

PAYMENTS (continued) You will get a message with a confirmation of the void: That voided check will display on the screen with a Void/Date as well as a Voided status of True To Unvoid a check click on the box next to the check number and then click If more than one check needs to be voided or unvoided you can click on multiple boxes or click the box next to the number field and all check will be selected and then click void or unvoid and all the check you selected will be voided or unvoided.

PAYMENTS (continued) 2- Payee Payments- This will list payments made to PAYEES If a check is to be voided you will find it by populating the Name on Payment or Number field To void the check click on the box next to the check number , then click on the box. Choose a void date and then click Confirm

PAYMENTS (continued) You will get a message with a confirmation of the void: That voided check will display on the screen with a Void/Date as well as a Voided status of True To Unvoid a check click on the box next to the check number and then click If more than one check needs to be voided or unvoided you can click on multiple boxes or click the box next to the number field and all check will be selected and then click void or unvoid and all the check you selected will be voided or unvoided.

PAYMENTS (continued) 3-Check Register-This option allow you to Void, Un-void, Reconcile, Un-Reconcile, Auto Reconcile checks or create a Payment Reconcile Extract file. If a check is to be voided you will find it by Number, Transaction Date or any other identifier available. To void the check click on the box next to the check number , then click on the box. Choose a void date from the calendar and then click Confirm

PAYMENTS (continued) You will get the following message confirming the void: If a check is to be unvoided you will find it by Number, Transaction Date or any other identifier available. To unvoid the check click on the box next to the check number , then click on the button. The check will now show a Paid Status and the Voided Date will be removed

PAYMENTS (continued) If a check is to be reconciled you will find it by Number, Transaction Date or any other identifier available. To reconcile the check click on the box next to the check number , then click on the button. The reconcile date defaults to the current date or you can choose a date by clicking on the calendar, then click the Reconcile button

PAYMENTS (continued) You will receive a message stating that the check has been reconciled:

PAYMENTS (continued) If a check is to be Unreconciled you will find it by Number, Transaction Date or any other identifier available. To Unreconcile the check click on the box next to the check number , then click on the button. The check will now show a Paid Status and the Reconcile Date will be removed.

PAYMENTS (continued) A file from the bank can be uploaded and checks can be Auto-Reconciled (Formerly PAYREC in classic) using the following process: A file format will need to be setup before Auto Reconciling can take place. To set up the file format you will go to System-Automatic Payment Reconciliation

PAYMENTS (continued) To create a file format you will choose the Import File type (CSV or Fixed Length) You will then choose your fields from the Import Fields drop down box The length of each field is already predefined. To add a new field click the button.

PAYMENTS (continued) To save the format click and type the name of this format in the Format name field on the Save Import Format box and click You can then see this saved format under the Saved Formats area. To see a format and the Import Fields, select the format name under Saved Formats and then click

PAYMENTS (continued) To Auto-Reconcile using your file format click on
You will then populate the Reconciliation Date field by choosing a date from the calendar, Enter in the Name of your Pay Rec Format, and select the Bank Account from the drop down box You will then click to locate your csv file from the bank that will be used for Auto-Reconciliation: and then click

PAYMENTS (continued) An Auto-Reconciliation summary report will be displayed and can be downloaded by clicking

PAYMENTS (continued) To create a Payment Reconcile Extract File (Formerly PAYREC/Positive Pay in classic) the following can be done: A file format will need to be setup before Payment Reconcile Extracting can take place. To set up the file format you will go to System-Automatic Payment Reconciliation

PAYMENTS (continued) To create a file format you will choose the Import File type (CSV or Fixed Length) You will then choose your fields from the Import Fields drop down box The length of each field is already predefined. To add a new field click the button.

PAYMENTS (continued) To save the format click and type the name of this format in the Format name field on the Save Import Format box and click You can then see this saved format under the Saved Formats area. To see a format and the Import Fields, select the format name under Saved Formats and then click

PAYMENTS (continued) To create the Payment Reconcile Extract file click on You will then select the Specific Date from the available calendar. Choose the Bank Account from the drop down option. Choose the File Format from the drop down option. Choose The Payment Transaction Type from the drop down option Click the button.

PAYMENTS (continued) The Download Extract option will provide you with a cav or fixed length file that can be uploaded to the bank. The Download Extract Report will provide yo with a report in PDF format.

Payroll Item Payroll Items are equivalent to DEDSCN in the USPS Classic You can add, modify, or delete Payroll Items for an employee. Includes Tax Payroll Items, association dues, health insurance premiums, retirement Payroll Items, etc. Terminology change- Classic Redesign- ID Number Name Last/First Name Job Position Number Type Deduction Type Fixed or Percent Rate Type Tax percentage/Amount /Percent Rate

Payroll Items (continued)
New Fields in Payroll Item on Redesign Employer Withholding Max

PAYROLL ITEM To create a new payroll item click
Select the Employee from the drop down option. Select the Payroll Item from the drop down option. If payroll item is to be setup by position choose the position form the drop down option.

Payroll Item Configuration
Payroll Items Configuration are equivalent to a portion of DEDNAM in the USPS Classic The Payroll Item Configuration program allows you to add, change, delete, or view Payroll Items company Information Address’s for the Payroll Item Configuration’s are not stored here, they are created in the CORE/PAYEE option. The districts will want to create a payee first. This will contain the payee address information. Then go into the Payroll Item Configuration and create a payroll Item and then from here can select that Payee with the address information (currently you can not select a Payee in the Payroll Item Configuration) The Pay Item Configuration is now associated with this Payee

PAYROLL ITEM CONFIGURATION

POSITION Positions/Compensation/Pay Accounts
Formerly JOBSCN/ POSSCN/PAYSCN Terminology change- Classic Redesign Job Position Number Position/Title Position Description Type of Appt. Appointment Type Assign Area Assignment Area Building/Dept. Building Code Building/Dept Department Code Work Days Contract Work Days Sick Eligible for Sick Personal Eligible for Personal Vacation Eligible for Vacation EMIS Appt Type State Reporting Appointment Type

POSITION (continued)

POSITION (continued) Classic Redesign
Qualified Paraprofessional Paraprofessional HQPD Highly Quality Professional Development New Field Paraprofessional Hire Date

POSITION (continued) Similar to the second screen of JOBSCN in classic. Positions summarizes the non-contract info After a Position has been created, save this position, then a Compensations record can then be created for each Position (need to reselect the Position in order to add a Compensation) A compensation defines how it’s going to be paid Once a Compensation has been created, Payroll Accounts can then be added

POSITION (continued) Terminology Changes on Compensations in comparison to JOBSCN Classic Redesign Job Type Supplemental Type Daily Rate Unit Amount Hourly Rate Unit Amount Terminology changes on Payroll Accounts in comparison to PAYSCN: Amount to Charge Rate Account Status Status Percent or Fixed Rate Type Brd dist acct. Employer Distribution Maximum to Charge Maximum FND, Func,Obj, SCC, Subj, OPU,IL, Job Expenditure Account

POSITION (continued) To add a compensation record click under Compensations .

POSITION (continued) To add a payroll account click under Payroll Accounts.

POSITION (Personnel) The Position (Personnel) option is for employee’s with OECN_PPS role only. If an employee only has PPS role, then they would only see the Position (Personnel) option in their menu and not the Position option

POSITION (Personnel)

Payments Payments have two options:
Payroll are the Payroll checks or direct deposits for employee’s that were paid Payee are the payments paid out A district can use Payroll query to search for existing Employee’s Paycheck/Direct Deposit paid on the system This is similar to BRWSCN No Pay accounts No detail of Payroll Items (Deductions) Does not show Compensation (Job) Just Number, Leave Balances and amount paid Payee query allows the user to search for existing Electronic Transfers and Payee Payments paid on the system

POSTING PERIOD Open, closed, current
Can re-open if corrections need made Archived Data imported into classic currently can’t re-open Transaction dates will be required to be in an open posting period Open means that you can still process a payroll and run reports for the posting period. Current period effects the calculations such as MTD, FYTD Current posting period would be the period in which you are currently running payroll. The posting periods are setup on a monthly basis. If running payroll now, the current posting period would be the January 2016 posting period Before new payroll month can be ran, must mark posting period as the current posting period

POSTING PERIOD (continued)
To create a posting period click For Calendar Month enter in month by number Ex. for April enter 4 Enter the calendar year as a four digit number Ex. 2017 If this is to be your current posting period check the box next to Current Click the button.

POSTING PERIOD (continued)

System The System menu contains programs that control how processing is defined and done on the system and other options that normally only an administrator would access.

AUTOMATIC PAYMENT RECONCILIATION
This would be similar to the setting up of INI files for PAYREC and Positive Pay in classic. File option formats can be created for the creation of PAYREC and Positive Pay files.

AUTOMATIC PAYMENT RECONCILIATION (continued)
To create an option choose the Import File Type by either checking the csv or Fixed Length option. To add fields to the formatting click the button and click the choose from the following options: Amount Bank Account Check Date Check Day Check Month Check Number Check Year Payee Address Payee Name Void Flag

AUTOMATIC PAYMENT RECONCILIATION (continued)
The length and Format fields are already defaulted for the appropriate information. Once all fields have been chosen click the button. To find a format click the in the box and click and all field associated with this format will appear in the Import Fields area.

Custom Field Fields districts can create for themselves
Can be used in queries, grid, reports Enabled/disabled Numerous types Text, code, money, number, date, date/time, web address, , user or Boolean, special CF i.e. created date/time, last modified date/time Some fields from Classic are now CF In documentation

BATCH JOBS

CONFIGURATION Configuration details for installed modules

CONFIGURATION To view or edit a configuration for a specific function click the button To save any changes made click the button.

CUSTOM FIELD DEFINITION
Custom fields can be created and applied to specific files. To create a custom field definition click Choose a Type by clicking the choosing your type. Choose where this field will apply to by clicking the and selecting the record.

CUSTOM FIELD DEFINITION
Enter in a Display Name If you want this to be active click the box next to Active Enter in a Property Name Enter in the Group where the new field should be located.

DBA Data Base Administrator Direct queries against database
Mostly used as a SSDT debugging tool

Modules Displays all available modules within the software version the entity is using Required Won’t be able to uninstall Installed + = not installed - = installed

Monitor Admin ability to view various types of events occurring within
There are 5 tab options: Events allows the user to view Slow Metric Events Slow Queries Recent Repository Events Lifecycle Events Recent Exceptions Authentication Events Recent Metric Events

Monitor (continued) Status allows for monitoring of programs, the values and type:

Monitor (continued) Metrics displays Type, Name, Value and Text for events

Monitor (continued) Logging-Lists Name, Level and Effective Level

Monitor (continued) Threads-Lists Name, Group, Cpu Time, State, Daemon and Alive

Role Similar to VMS identifiers
Defines basic functions, responsibilities, tasks of a user Roles are granted one or more ‘Permissions’ Specific functionality within the software Create, update, delete, view, report Setup in hierarchy – top level gives all access Roles are defined by the entity Treasurer Accounts Payable Payroll Roles are assigned to users Can assign more than one

Role (continued)

Rules Various types of business rules and applied ‘on the fly’
Create, activate, search, edit, disable (enable) and delete a rule Edit, disable or enable a rule have to ‘activate’ before it takes effect USPS-R comes with its own set of required business rules as well as optional ones that may be enabled/disabled Bundled means it came with USPS-R Mandatory means it can’t be disabled Customized rules can also be written for individual districts Examples custom validations, sending s or even updating fields based on certain criteria

Rules (Continued)

User To Create a new user:
Username entered is the username they use to login Enter in the user’s name Enter in Title Enter in address Assigned one or more Roles -double click the role or click on the role and hit the button to assign this role. If Account Expiration or Password Expiration apply set the appropriate date using the calendar option Last Login, Account Expired or Password Expired will all be populated by the system.

Utilities Change password

ACCOUNT MAPPING This was formerly MAPPING in classic
To add an account mapping click Enter in the original benefit account being charged. Enter in the account you wish to map this benefit account to for charging. To remove a mapping click the button. To reorder mapping click and drag the button to adjust priority.

ATTENDANCE IMPORT Formerly USPIMPORT in classic
Allows for importing of attendance and payment information from a spreadsheet from a third party vendor.

ATTENDANCE IMPORT(continued)
Click on the button and choose the csv file you will be using to load the attendance and pay information. (*Note-the file must not contain a header record) Location Code-Building IRN, Building/Department Code or None (*Note-Must select location if job number is not supplied in import file ) Post to Payroll Processing Options-Post to Payroll Processing Future, Post to Payroll Processing Current. Or None. If you are wanting to post pay information you can choose from the drop down box where you want to post the pay data. If you want to Combine Attendance Entries click the box

ATTENDANCE IMPORT(continued)
If you want to Allow Negative Leave Balances click the box Payroll Account to Charge-Defined Payroll Account for Position or Sub for SSN. Choose from the drop down box which account is to be charged for the pay. Click the button. A record of the data loaded, errors, total records, and total future pay amounts records loaded will be listed on the USPS Attendance Import screen. An ATTERR.TXT will be created. View this report. If there are any errors, corrections can be made to this ATTERR.CSV file and then this file can be uploaded using USPS Attendance import.

Change Password Any authenticated (logged in) user would have access to the Utilities/Change Password option If the user knows their old password they can change their password using the 'change password' link found on the USPS-R Login page or by the 'change password' option under the Utilities Menu. If a user has forgotten their password, currently an administrator can access the Users option, find the employee, click on the and this will give them the ability to change the employee’s password.

IMPORT FROM CLASSIC Import data from Classic USPS into USPS-R
Have the option to Anonymize the Data. Training purposes

MASS LOAD Formerly USPLOAD in classic.
This program will allow you to load data into any of the following files: Absences, Payroll Items, Attendance, Dates, Employee, Leave, Leaves, Payroll Account, Personal Leave, Position, Sick Leave, or Vacation Leave. To load data into a file find your csv file that you will be loading by clicking on the button. Under the Importable Entities field choose the file you wish to load to by clicking the down arrow and selecting the appropriate file. Click to upload the csv data into the selected file.

Show Profile The User Profile is a list of the roles that the logged in user’s has. This screen is accessible by any logged in user and can verify that they have the roles that are expected.

Reports The Report module has canned reports, predefined reports (found in the Report Manager) or you can create your own reports using the Custom Report Creator option.

ACH Submission ACH Submission is equivalent to PAYDIR in the USPS Classic Creates a Report or a Submission file for Payroll ACH Transfer and a HSA Submission File To create a report or ACH submission file set up is as follows: Pay Date- Choose a pay date using the icon or type in the pay date. ACH Source-Choose the correct source by clicking on the drop down box Destination: Bank Name, Type: HealthSavings AccountACH Destination: Bank Name, Type: PayrollACHTransfer

ACH Submission (continued)
Include Employee Name- Select the appropriate option for the Employee inclusion of ssn on tape file by clicking on the drop down box -Employee SSN will be included -Employee SSN will not be included -Replace employee SSN with employee id Sort By- From the drop down box select the sorting option -Employee Name -Employee Number Report Format-Select from the drop down box the format you want the report to be in: -PDF (download) -PDF (inline) -Comma Separated Values -Excel

ACH Submission (continued)
-View (html) -Plain Text -XML -Jasper Report Design -Excel-Data -Excel-FieldNames Historical Payrolls-You will select the payroll you are wanting to create the ACH file for by clicking on the box next to that payroll To create the report click To create the ACH submission file click

AFFORD Report The AFFORD Report will assist in determining if an employee will exceed 30 hours per week or 130 hours per month and therefore, be classified as full-time under the Affordable Care Act (ACA). The report files created are called AFFORD.TXT and AFFORD.CSV AFFORD Report Setup is as follows: Report Title-Default is AFFORD Report. This can be changed by typing a new name in the Report Title box. Sort By- From the drop down box choose how you want to sort the report: -Employee Name -Employee Number

AFFORD Report (continued)
Beginning Date-Choose a beginning date by clicking on the Icon or type in the date in mm/dd/yyyy format. Ending Date-Choose an ending date by clicking on the If you want to Exclude based on termination date? click on the box. If you want to Exclude employees with insurance? Click on the box. Calculate based on number of weeks or months? From the drop down box choose the option -Weeks -Months

Calendar for Calculating breaks-From the from down box choose a calendar. This will use the given calendar to determine if there is a break stretching more than 27 days and will exclude these days from the calculated average. Any combination of 28 consecutive days with a blank, C (calamity), or H (holiday) on the calendar will be excluded. In theory you could create one or more calendars to be used specifically for this report. Select Pay Groups-Select the pay groups you want included on this report. To select pay groups either double click on the pay group and it will be moved to the elected area. You can click on the pay group and it will be highlighted and then click the to move the pay group to the selected area or click Cntrl, click on multiple pay groups and the click the to move all selected pay groups to the selected area.

Select Employees-If you want to select specific employees double click on the employee and it will be moved to the Selected area. You can click on the employee and highlight the name and then click the to move the employee to the selected area or click Cntrl, click on multiple employee names and the click the to move all selected employees to the selected area. To create a report click To cretae a csv file click

ODJFS Report Generates a report of the number of weeks worked, wages, and ODJFS taxable wages for each employee for the quarter Enter Year- (default is current year) Quarter- (default is current quarter) Sort By-From the drop down box choose your sorting option: -Employee Id -Employee Name Click

Quarter Report Quarter Report program generates a report of QTD figures for employees and provides information necessary to complete the IRS Form 941 Quarterly Statement Enter Year -(default is current year) Quarter- (default is current quarter) Sort By-From the drop down box choose your sorting option: -Employee ID -Employee Name -Building/Department, Employee Name -Building/Department, Pay Group, Employee Name -Pay Group Click

SERS Monthly Report SERS Monthly Report is equivalent to RETIRE/SERSREG in the USPS Classic Once the last payroll for the month is complete, it is recommended you run the SERS Monthly option before processing the next months payrolls. Report-Title –Default title is SERS Monthly Report. Can modify this to whatever you wish for it to be. Month-From the drop down box choose the month you are processing for. Year-(default is current year) Sort By-From the drop down box choose your sorting option: -Employee Name -Employee SSN

SERS Monthly Report (continued)
Report Format-From the drop down box -PDF (download) -PDF (inline) -Comma Separated Values -Excel -View (html) -Plain Text -XML -Jasper Report Design -Excel-Data -Excel-FieldNames Click first to view report Click

SERS New Hire Report SERS New Hire Report is equivalent to RETIRE/SERSHIRE in the USPS Classic Report Title-The default report name is SERS New Hire Report. Changes can be made to this title by clicking on the box and typing in the name of your choice. Click the to create a new employee enrollment report to view. Click the button to create a tape file that can be uploaded to eSERS for new enrollments.

STRS ADVANCE STRS Advance Report is equivalent to STRSAD option in classic. Sort By-To choose a sorting option click the drop down box - Employee Name -Employee SSN Starting Date for the Academic Year - Choose the date by clicking on the or type in the date (mm/dd/yyyy) format. Ending Date for the Academic Year- Choose the date by clicking on the or type in the date (mm/dd/yyyy) format. To create an Advance Fiscal Year To Date report (STRSAD.RPT in classic) click

STRS ADVANCE (continued)
To create an Advance Positions Reports (STRSAD.TXT in classic) Click the option. To create a Non-Advance Positions Report (NONADV.TXT in classis) click To create the STRSAD submission tape file click

STRS Monthly Report STRS Monthly Report is similar to RETIRE/STRSMONTH in the USPS Classic Once the last payroll for the month is complete, the district can run the STRS Monthly option for balancing purposes and to reset the new employee flags on the 450 record. Report Title-The default option is STRS Monthly Report. To change this just type in the name desired in the Report Title field. Month-Select the appropriate month using the drop down box Year-Select the year from the drop down box

STRS Monthly Report (continued)
Sort By-Choose how you wish for the report to be sorted by clicking the drop down box - Employee Name -Employee SSN Report Format-Choose the formatting option by clicking the drop down box Formatting options are as follows: - PDF (download) - PDF (inline) - Comma Separated Value - Excel - View (html) - Plain Text - XML Jasper Report Design - Excel-Data - Excel-FieldNames

STRS New Hire Report STRS New Hire Report option allows users to create a report or submission file to send to STRS for new employees and employees who have had a lapse in service.

STRS Report After completing each payroll, a STRS file needs to be created to be submitted to STRS Options: Report Title Sort By Employee Name Employee SSN Payment Method Check Electronic Check or Transaction Number (needs to be entered)

STRS Report – con’t Report Format Generate Report
PDF (download) PDF (inline) Comma Separated Values Excel View (html) Plain Text XML Jasper Report Design Generate Report Create Submission File Generate Submission File and Submit To STRS Upload File (Browse for file to be Upload) Submit Uploaded File Historical Payrolls list STRS Report is similar to RETIRE/STRSREG in the USPS Classic

ODJFS New Hire Report ODJFS New Hire Report is designed to assist in the reporting of new employees to the Ohio Department of Human Services. This reporting is to be done within 20 days of the employee's hire date. When a new employee is entered in the Employee screen, an ODJFS Hire Date will be entered under the Dates section Then ODJFS New Hire Report can be ran in Projection first using the ‘Generate Report’ option Then to create the ODJFS New Hire File, select ‘Generate Submission File’ which creates a HIRE CSV This file can then be used to electronically submit new hire data Once ODJFS New Hire is ran in Actual, the ‘New Hire Reported ODJFS’ field under the Core/Employee section will get a check mark in the box, stating it has been reported ODJFS New Hire Report is equivalent to NEWHIRE in the USPS Classic

W2 Report W2 Report creates a report similar to W2REPT in the USPS Classic. Options for W2 Report: Format PDF(download) PDF (inline) CSV Excel View (html) Plain Text XML Jasper Report Design

W2 Report – Con’t Federal ID Number State ID Number Kind of Employer
Sort Options Employee SSN Employee Name Building/Department and Employee Name Building/Department, Pay Group, and Employee Name Pay Group Zip Code and Employee SSN Zip Code and Employee Name Check Distribution and Employee Name Report for Year

Controls if and how the software is connected to the USAS-R system
USAS Integration Controls if and how the software is connected to the USAS-R system

Test Configuration Test the connection between USPS-R and USAS-R
Module & Security Configuration must be done first Summary appears stating whether the connection was refused or successful

Security Configuration
Generates an application ID and Key for USPS-R which is entered into USAS-R system (same thing must be done in USAS-R to enter in this option) Must also enter information in USAS Module Configuration found under the ‘Module Configuration’ menu option

ADMIN-Modules To install the USAS Integration Module click the
ADMIN-Modules-USAS Integration module When installed the will change to

ADMIN-Module Configuration
Click on USAS Configuration

Employee Dash Board

Employee Dash Board This option lets you search for employees:
It will list: Positions (POS in classic) Absence (ATD in classic) Attendance (ATD in classic) Leave Balances (BEN in classic) Payroll Items (DED in classic) More Categories will be added in the future Have the option to add a photo of employee’s It is similar to the BRWSCN-Employee Data Summary screen in the USPS Classic

Employee Dash Board

Payroll Payroll Menu is where payrolls may begin to be processed and to view previously posted payrolls

Payroll Processing 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. Payroll Payments are similar to UPDCAL_CUR and UPDCAL_FUT in the USPS Classic

Payroll Processing Payroll Processing is the start of a payroll
The options for the payroll are: In Progress Posted To start a new payroll, click on ‘Initialize New Payroll’ (Formerly INICAL and CALCPAY) To open an ‘In progress’ payroll, Click on Detail under ‘Payroll Detail’ option. Shows Pay Groups included Shows Payroll Detail (Similar to CURPAY.INI in USPS Classic) From here you can: Modify Payroll View Pay Report View Error Report Post Payroll (Formerly CHKUPD) Delete Payroll

Payroll Processing – Con’t
Once Posted, two files get created: Budget Distribution Report Payroll Account Distribution Report

Process Outstanding Payables
Processing Process Outstanding Payables

Process Outstanding Payables
The Process Outstanding Payables (formerly PAYDED) option list all Unpaid Payables (Payroll Items) from prior payrolls The Payee option allows you to select Unpaid Payables from prior Payroll Cycles. The payroll items will be grouped together by the payee that each is associated with and will list the total employee and employer amount that is owed to the payee. To see more detail of who paid into the payable, click on the button to open up the detail of the employee's who paid into the payable. The Item Type option displays a total amount owed for each payroll item configuration. The Item Detail option displays in detail the employees and the amounts that they owe for a given payroll item Options to how a payable should be paid by Electronic Transfer or Deduction Check

Process Outstanding Payables – con’t
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). The Post Button just creates the payments as of now. So if you select deduction check, then a deduction check payment is generated for each payee or pay item type (whichever you choose). There is no print file produced yet. The payments are created and saved in the database as of now. This is similar to PAYDED in the USPS Classic

Payroll Processing To create the ACH submission tape and report go to Reports-Choose ACH Submission (Formerly PAYDIR) To Post payroll to USAS- USAS Integration (Formerly Autopost)

USPS-R Menu Menu options may look different for each user as they will only see the options available to them based upon their user account’s Role/Permissions.

Similar presentations

Presentation on theme: "USPS-R Menu Menu options may look different for each user as they will only see the options available to them based upon their user account’s Role/Permissions."— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

USPS-R Menu Menu options may look different for each user as they will only see the options available to them based upon their user account’s Role/Permissions.

Similar presentations

Presentation on theme: "USPS-R Menu Menu options may look different for each user as they will only see the options available to them based upon their user account’s Role/Permissions."— Presentation transcript:

Similar presentations

About project

Feedback