1. Customized Reports for Payroll Processing-Session 1003 Patsy Havenstein Division of Human Resources, Patsy@ksu.edu John Letourneau Office of Information Systems, jml@ksu.edu Kansas State University

2. n Overview of K-State n Achieving Data Integrity n Automated Functions n Post Payroll Reports

3. Kansas State University Overview n Fall 2000 Enrollment = 21,929 n Over 10,000 Active Employees n Land Grant Institution with employees in 105 Kansas counties and other states as well as employees with federal benefits n Process payroll for K-State plus 4 affiliated corporations

4. PeopleSoft Users at K-State n About 400 PeopleSoft Users n Majority of data entry in Position, Job, Benefits, Deductions, Payroll, etc. is centralized— entered by HR & Budget Office Staff

5. PeopleSoft Implementation/Upgrade n Dec 95 - Implemented PS 4.0 HRMS with Base Benefits & Payroll n Jun 98 - Upgraded to PS 6.01 Public Sector n Oct 99 - Upgraded to PS 7.51 HRMS Education &Government n Oct 01 -Upgrade to PS 8 HRMS

6. Achieving Data Integrity n - To Reduce Adjustments Through Data Integrity While Improving Customer Service  Process  Examples  Statistics  Results

7. Process n Review and Chart Adjustments n Group Adjustments n Determine Controllable Adjustments n Determine Largest Problems n Determine Rules n Write Edit

8. Examples n Tax Edit Report n Benefit Edit Report n General Deductions Edit Report n Job Edits Report

9. Tax Edit Report n Exempt from FICA, Subject to SUT n Subject to FICA, Exempt from SUT n Federal Special Tax Withholding Status = Do Not Maintain Taxable Gross & Do Not Withhold Taxes n Non-Resident Aliens - Additional Withholding not equal $15.30

10. Tax Edit Report (continued) n Student Employee not Enrolled n Employee Exempt from FICA n Federal Withholding Allowance not equal State Withholding Allowance

11. Tax Edit Report (continued) n Employee with Federal Benefits with State Unemployment Tax n Employee with Federal Benefits Enrolled CSRS retirement with OASDI n Employee with Federal Benefits Enrolled FERS Retirement without OASDI

12. Benefits Edit Report n Employee Enrolled in Health Benefits not Dental n Employee Elected Coverage Health Benefits Waived Coverage Dental n Employee Enrolled State Retirement no Group Term Life Deduction

13. Benefits Edit Report n Employee Enrolled in Benefits Eligible Program Not Enrolled in Retirement n Employee Enrolled in Benefits Eligible Program Not enrolled in Health Benefits n Employee Working less than.5 FTE not Eligible for Benefits

14. General Deduction Edit Report n Employee Missing General Deductions Required by State of Kansas n Employee with Federal benefits with Workers Compensation n Affiliate Employee with Invalid General Deduction.

15. Job Edit Report n Employee in Multiple Companies Mapped to the same Benefit Record n Employee in Same Company & Paygroup Not Mapped to the same Benefit Record n Some Employees cannot have Add Pay

16. Job Edit Report n Compensation Frequency not equal Type of Employee n Potential Overpayment of Hourly Employee n Student Employee in Benefits Eligible Program

17. Statistics

18. Results n Reduced Phone Calls & Complaints n Reduced Off-cycles & Retroactive Funding Transfers n Reduced Time to Process Reports & Remittances n Took on Additional Duties n Left Position Vacant

19. Processes Before Payroll n General Deduction Insert n Step Increase Programs n Longevity Bonus Process n Leave Plan Insert

20. Processes During Payroll n Time and Leave Load n Imputed Income n Salary Hours Adjustment

21. Processes After Payroll n CWSP Funding n Leave Accrual Adjustment n Payroll Payments by Account Report

22. Processes After Payroll Payroll Payments by Account  Funding Info by Pay Period  On or Off Cycle  By Department  By Voucher Number  By FRS Account Number

25. Questions

26. Customized Reports for Payroll Processing-Session 1003 Patsy Havenstein Division of Human Resources, Patsy@ksu.edu John Letourneau Office of Information Systems, jml@ksu.edu