Timekeeper & CSR Reports

Transcription

1 Timekeeper & CSR Reports Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Integrity - Service - Innovation Integrity - Service - Innovation

2 Time and Attendance Reports Menu 4/7/2017 Integrity - Service - Innovation 2

3 CSR USERS MANUAL 4/7/2017 Integrity - Service - Innovation 3

4 TIMEKEEPER REPORTS Missing Time/Created Leave Report Conversion Of Hours Report Time and Attendance Invalid Transaction Report Employees In Non Pay Status Prior/After Holiday 4/7/2017 Integrity - Service - Innovation 4

5 MISSING TIME/CREATED LEAVE REPORT Report displays a list of employees who did not report time for all or part of their regularly scheduled tour of duty. As Required (First, Second, Final pass or Daily) Must be pulled after first pass of payroll Identify if the employee s time was erroneously omitted from T&A or if leave was charged for missing time CSR/Timekeeper will input all missing time Should be pulled multiple times until cleared All Timekeepers/CSR s should Know how to pull this report Be responsible for pulling the report 4/7/2017 Integrity - Service - Innovation 5

6 MISSING TIME 4/7/2017 Integrity - Service - Innovation 6

7 INVALID TRANSACTION REPORT This report provides CSR/Timekeeper with a listing of schedule data and reported time transactions that have been rejected because the information was invalid or the employee was ineligible for the Type Hours Code reported. Any retroactive corrections to an employee s record will not process if an employee is on this report. Utilize the error given to assist in determining why an employee is on the report. There could be a number of reasons for the error such as work schedule no longer matches reported T&A or an action processed in DCPS caused T&A to be wiped out. 4/7/2017 Integrity - Service - Innovation 7

8 INVALID TRANSACTION REPORT Keep in mind, the report only shows the first pay period that created the error condition. Check for errors occurring on subsequent pay periods and continuing through to the current pay period. Follow up to see if employee falls off of next report. 4/7/2017 Integrity - Service - Innovation 8

9 INVALID TRANSACTION REPORT 4/7/2017 Integrity - Service - Innovation 9

10 CONVERSION OF HOURS REPORT Provides a list of employees with reported Time & Attendance transactions that were converted to another code or backed out during the retro or biweekly leave process. Check After 1 st Pass of Payroll Time converted to LWOP Sick leave converted to annual leave Leave converted to donated leave OT converted to regular hours Advance leave converted to regular leave Comp time converted to leave Credit hours converted to leave Critical for Those on Donated Leave 4/7/2017 Integrity - Service - Innovation 10

11 CONVERSION OF HOURS REPORT 4/7/2017 Integrity - Service - Innovation 11

12 EMPLOYEES IN NON PAY STATUS PRIOR/AFTER HOLIDAY REPORT Used to alert CSR of possible overpayment of holiday leave. Overpayment could result when the workday before and after a holiday are in different pay periods. Employees on this report have not had the holiday converted to non-pay Displays employees who are in non-pay status when the holiday is the first scheduled work day of the pay period. If this report is generated as a result of retroactive T&A adjustments, the word RETRO will appear in the title field. 4/7/2017 Integrity - Service - Innovation 12

13 EMPLOYEES IN NON PAY STATUS PRIOR/AFTER HOLIDAY REPORT 4/7/2017 Integrity - Service - Innovation 13

14 OTHER TIMEKEEPER REPORTS Scheduled Edit Report Alerts timekeeper or CSR when an employee has too many or too few hours scheduled. Environmental/Call Back Notification Report This report provides clerks with a research tool to identify potential overpayments of environmental and/or callback. Religious Compensatory Time To Be Converted To monitor that advance religious compensatory time is repaid by an equal amount of compensatory time worked within a reasonable period. Control of Hours Report Used to reconcile the manual total of exception hours entered via T&A programs. 4/7/2017 Integrity - Service - Innovation 14

15 CSR REPORTS 4/7/2017 Integrity - Service - Innovation 15

16 SELECT CSR REPORTS MENU 4/7/2017 Integrity - Service - Innovation 16

17 CSR SITE AND GROUP 4/7/2017 Integrity - Service - Innovation 17

18 CSR REPORTS MENU 4/7/2017 Integrity - Service - Innovation 18

19 CSR REPORTS Leave Availability Report Donated Leave Report Overtime/Compensatory Time Review Report New Hire Report Employees With Invalid Resident Taxes Report MyPay Invalid Report 4/7/2017 Integrity - Service - Innovation 19

20 LEAVE AVAILABILITY REPORT This report provides the Employing Activity managers with active employees' accumulated information for the leave year. A separate report and file will be generated for each CSR group. 4/7/2017 Integrity - Service - Innovation 20

21 DONATED LEAVE REPORT Listing of the Recipients having shared (Donated) leave entered through the Donated Leave Automated screen. The report will list the recipient status and all of the donors associated with that specific emergency. When the recipient is removed from the program, the donors and the number of hours/days returned will be listed. 4/7/2017 Integrity - Service - Innovation 21

22 DONATED LEAVE REPORT 4/7/2017 Integrity - Service - Innovation 22

23 OVERTIME/COMPENSATORY TIME REVIEW REPORT Helps managers in monitoring overtime and compensatory time Specific conditions will be monitored with regard to usage of overtime and compensatory time. The conditions will be printed on the report and identified with code(s) for any active employee who meets one or more of the conditions. 4/7/2017 Integrity - Service - Innovation 23

24 NEW HIRE REPORT Provides CSR with a detailed report of new employee records that were established. The CSR will use this report to verify that the appointment was entered correctly. Verify address information, field should not have Activity address Tax Information should match W4 form Ensure EFT matches information on request form and DCPS is updated so employee can be paid appropriately. If you have missing information please contact the employee immediately and update before the pay period ends. Please look at this report every pay period. 4/7/2017 Integrity - Service - Innovation 24

25 NEW HIRE REPORT Report is generated daily and lists all new employees entered in the current pay period as the time the report generated If HR updates the record, the next report will show the update but will not show what the prior entry was 4/7/2017 Integrity - Service - Innovation 25

26 NEW HIRE REPORT 4/7/2017 Integrity - Service - Innovation 26

27 EMPLOYEES WITH INVALID RESIDENT TAXES REPORT Contains tax information for all employees with invalid resident tax combinations. Used by the CSR in notifying employees of invalid tax situations. Note: It is important that any changes to the employee s state and/or local taxes be processed in a timely manner. The payroll office is not responsible for processing W2C s for employees who fail to make the appropriate changes to their state and/or local taxes. 4/7/2017 Integrity - Service - Innovation 27

28 MYPAY INVALID REPORT This report provides the CSR with a detail listing of all transactions rejected by the MyPay interface. Any messages relating to the erroneous transactions are printed on the report. This report can be used to identify transactions that cannot be processed in the batch process. CSR needs to notify and assist the employee with updates. 4/7/2017 Integrity - Service - Innovation 28

29 MYPAY INVALID REPORT 4/7/2017 Integrity - Service - Innovation 29

30 OTHER CSR REPORTS Multiple Appointments Reporting Excessive Hours Employing Activity/Organization Change Report Restored Leave/Leave Data Report Advanced/Family Leave Authorization Report New Organization Report Outstanding Leave Documentation Report DD/EFT Non-participation Report Family Leave Report 4/7/2017 Integrity - Service - Innovation 30

31 MULTIPLE APPOINTMENTS REPORTING EXCESSIVE HOURS Identify all employees in the same database who are exceeding the number of days/hours authorized for all appointments based on scheduled hours and pay details. This report will be created on NB010 (first pass) and NB020 (second pass). 4/7/2017 Integrity - Service - Innovation 31

32 EMPLOYING ACTIVITY/ORGANIZATION CHANGE REPORT This report provides a listing of employing activity and/or organization updates for new hires (N), reassignments (T) or separations (S). This report will serve as notification to the CSR to update employee level accounting information. 4/7/2017 Integrity - Service - Innovation 32

33 RESTORED LEAVE/LEAVE DATA REPORT This report is used as an audit trail for restored leave and any miscellaneous changes to leave data entered through the on-line Leave Programs. There are separate reports for the Payroll Office and the CSR. 4/7/2017 Integrity - Service - Innovation 33

34 ADVANCE / FAMILY LEAVE AUTHORIZATION REPORT This report is used as an audit trail for advanced annual, advanced sick and Family leave entered through the Advanced Restored/Family Leave Program. 4/7/2017 Integrity - Service - Innovation 34

35 NEW ORGANIZATION REPORT Identifies all organizations established by the interface. If the organization changes and the activity remains the same, the first social security will be listed. The organization will be created using the data from the organization the employee was previously assigned to. The CSR will use the report to correct the defaulted data on the organization record, where applicable. 4/7/2017 Integrity - Service - Innovation 35

36 OUTSTANDING LEAVE DOCUMENTATION REPORT Provides CSR with a detailed cumulative listing of all employees that have used leave requiring supporting documentation. The types of leave requiring documentation are court leave, military - D.C. Guard leave, law enforcement leave, and military leave. This report also identifies new employees with leave balances transferred from a Leave and Earnings Statement (LES) when the SF1150 is still pending receipt. The uncertified leave usages for each employee are listed in calendar date sequence. 4/7/2017 Integrity - Service - Innovation 36

37 LEAVE CERTIFICATION SCREEN 4/7/2017 Integrity - Service - Innovation 37

38 LEAVE CERTIFICATION SCREEN Error Screen If an employee has exceeded 224 non-certified leave records for the same leave code, the Leave Certification screen produces the following error screen. This error can be caused by not clearing the certification screen regularly for items, such as Military Leave, Court Leave, etc. After a certain number of records have accumulated, the system will not allow any more records and creates this error 4/7/2017 Integrity - Service - Innovation 38

39 LEAVE CERTIFICATION SCREEN Error Screen Resolution CSR/Timekeeper will submit a remedy ticket to payroll office under the title workarounds, reference Leave Certification workaround in the details of the request Remedy ticket needs to include an itemization of leave certification rather than a summary or total of leave certification. Include the following information in order to be worked 1. Date of Leave Certification Record 2. Leave Code(s) 3. Hours for each leave certification record to be certified The payroll office will submit this information to DCPS I&T to be worked 4/7/2017 Integrity - Service - Innovation 39

40 OTHER CSR REPORTS DD/EFT Non-participation Report The report identifies the employees who are not participating in the Direct Deposit Electronic Funds Transfer (DD/EFT) program as of the end of the last pay period in each quarter. The report also records the disposition of the employee's net pay at that time. Family Leave Report Management This report is used as an audit trail for advanced annual and sick leave and Family leave entered through the Advanced Restored/Family Leave Program. 4/7/2017 Integrity - Service - Innovation 40

41 DISABLED VETERAN LEAVE USED This report is for CSR to monitor the usage of Disabled Veteran leave. Produced at the end of each pay period and will display all Disabled Leave used for all online pay periods. Timecard code before Release 17-1 should be LN and PW on the Environmental Column, After Release 17-1 LS with PW on the Environmental Column can be used. 4/7/2017 Integrity - Service - Innovation 41

42 DISABLED VETERAN LEAVE USED 4/7/2017 Integrity - Service - Innovation 42

43 DISABLED VETERAN LEAVE USED 4/7/2017 Integrity - Service - Innovation 43

44 QUESTIONS 4/7/2017 Integrity - Service - Innovation 44