1. Welcome
USPS – R
03/20/2019
4/6/2019

2. USXS-R Home
Home page is the welcome page for the application.  You can toggle between all Template reports available or just the Template reports you marked as a Favorite.
On your home page you will see some reports
Top right shows the current posting period
In the Navigation Guide in your handouts we gave you a DATE SHORTCUT handout you can use in your grids or when you’re generating a report manager
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3. Grids Most data types show up in customizable grids
User able to select what appears, as well as order
Grid is lazy loaded
Meaning scroll down through all data and is loaded as you go
No maximum records returned and no page numbers
No limitation on fields they can query on
Filter grid results from filter row
Wildcard %
Advanced query against any field related to data type
Can be saved and recalled
Available as filters in reports
Pull up PO grid
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4. Grids - continued Grids can be: Customized Sorted Filtered
Automatic report generation
Used for quick view
Used for detail view
Advance query
Query can be saved
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5. Customizing Grids
Grids can be customized on a per user basis. Columns can be rearranged to a user’s liking and columns removed and added.
You don’t have to accept how your screen looks like in Classic: you can arrange as you like it
Re-order columns by simply dragging and dropping them
Rearrange column widths
Click column header name and it will re-arrange in ascending or descending order
You can sort by multiple column: Just hold shift Key down and select the second option you will see #1 and #2 pop-up in your column headers
You can re-size your window and you can drag it to another place on your screen
You can have 2 windows or more open at the same time. Open 1st one PO view option, re-size and move it then go to another menu and open another window: go to Core and open PO. Youcan even make EDITs in there and have the first screen to help you.
You can have a quick summary view on the side of your screen just by clicking on the name of your vendor (or in the PO )
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6. Customizing Grids - continued
Drag and drop columns to rearrange
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7. More Button
Allows you to keep, add, or remove columns (fields) from your grid
Not limited to just the fields in that program.
Example: On PO Grid, I can include the ‘default payment type’ field stored on the vendor record
Go into MORE option:
Click on boxes you wish to select to see in your grid
It will take some used to it
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8. MORE BUTTON - continued
Select the fields you wish to see
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9. Reports Numerous canned reports that are similar to classic
Retirement, ODJFS, New hire programs/reports can be found in report manager
There is a Report Manager to build custom reports and there is an ability to easily share reports
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10. Posting Periods Posting Periods is located under the 'Core' menu.
Allows flexibility to keep several months open within the same fiscal year... in order to post transactions in previous and/or future months.
A rule can be enabled to restrict a period from being re-opened once it is closed. 
If period is opne, you can post into it
If you go back to past month to run report you should be setting it to current (not open it)
Leave August current to finish closing it and open September so that your staff can post in it
(only in an open period someone can post)
You can have multiple periods open but we don’t suggest leaving multiple periods open (anyone can post in it)
We recommend once a month is balanced close it
When you run reports BUDSUM FINSUM it will pull amounts from current period!!
(you can’t change dates for these reports)
Green means current month
Payroll will be posted as of the pay date
We can do additional custom limitations on the posting periods (for example only one department or person can post in it)
Click on to open a period
Click on to close a period
Click on to make it the current period
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11. SYSTEM - Modules
Displays all available modules within the software version the entity is using
Required
Won’t be able to uninstall
Installed
+ = not installed
- = installed
This option will display all available modules within the software version the entity is using, whether they are required, and whether they are installed.
Required modules will be grayed out and optional modules will either display a + or - . If the - is displayed beside the module it means that it is installed.
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12. Employee Dash Board
This is similar to the BRWSCN-Employee Data Summary screen in the USPS Classic
This option lets you search for employees:
It will list:
Positions (JOBSCN/POSSCN in classic)
Compensations (part of JOBSCN in classic)
Leaves (BENSCN in classic)
Pay Distributions (PAYSCN in classic)
Payments (Similar to BRWSN check view)
Attendance (ATDSCN in classic)
Payroll Items (DEDSCN in classic)
Note- Have the option to add a photo of employee’s
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13. PAYROLL PROCESSING
Payroll Payments Current and Future are similar to UPDCAL_CUR and UPDCAL_FUT in classic
Two options in the Payroll Payments
Current
The Current module is used to add payroll information for employees not included in the regular payroll (during initialization) or to modify or delete payroll information for employees already included in the current payroll.
Future
Future allows a user to enter payroll exceptions before starting a payroll.  Exceptions can be entered days, even months ahead of time.
Future works in the same manner as Current. The only difference is that an effective date field appears in Future. This field allows the user to direct an Future record into a specific payroll. The effective date must be inclusive of payroll period begin and end dates in which the payment needs to be made.
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14. PROCESSING OUTSTANDING PAYABLES
The option, Per Payee or Per Item Type, indicates whether you want a payment generated based on the same payee, (all payroll items with the same payee will be paid with one payment), or if you want a separate payment for each payroll item type (ignoring the grouping by the same payee).
Click the button
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15. Thank you!
Any Questions?
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