1. PTR Phase 2 Payroll and Position

2. Objectives Continuation of goal to centralize/reduce dual entry transactions ◦ Position Management, PTR and PAR Connect transactions that need to be done together at the time of entry. ◦ Ex: Retro calculated at time of backdated transaction Enhance workflow and approvals

3. PTR Search Page Changes Adding ability to search by PTR ID number

4. PTR Splash Page Changes

5. PTR Main Page Changes Two Tabs on PTR Main Page ◦ First tab is for Job transactions ◦ Second tab is for Payroll transactions  Additional Pay  Retro Payments  Overpayments

6. PTR Main Page Fields are open for change (formerly done through Position Management) ◦ Standard Hours ◦ Reg/Temp ◦ Full/Part ◦ Job Code Updates made to these fields will only update job data and not position data New salary will automatically calculate when FTE changes are made for exempt employees

7. Job Data Tab- FTE Change

8. Payroll Tab-Retro and Overpayment Retro Payments will be automatically calculated when backdated job transactions are entered Transactions will be flagged for overpayment and require information to be entered if backdated transaction results in a decrease in pay

9. PTR Pay Data Tab (Retro/Addl Pay)

10. Additional Pay/Additional Pay Cancel Additional Pay transaction can be done with a job transaction if it has the same effective date or it can be processed separately Submit multiple additional pays in a single transaction- must have same effective date Additional Pay Cancel will be required on Terminations and Retirements and some promotions, transfers etc. Current Additional Pay Details are displayed

11. Workflow Changes New Process Monitor at bottom of PTR page to display transaction progression through approval process Color indicators to distinguish approved (green), returned (red), or not processed (blue) Ability to approve, return or cancel a transaction from Worklist or PTR Main Page

12. Work List Changes PTR ID added to Work List New Columns that displays what type of transaction the PTR includes (e.g Job/Retro). Clicking on status allows you to view individual status of each type of transaction.

13. Position Management Front End Position Management additions/changes will only require departmental approval. Changes to Standard Hours, Reg/Temp and Full/Part that are made in position management will no longer flow to job. These attributes are changed via the PTR so no position management entry is needed. Position Management and Job Data will not be kept in sync except for department code, location and reports to unless the department chooses to do it.