TITLE September 17,2015 Oglethorpe Room

Transcription

1 TITLE September 17,2015 Oglethorpe Room oneusg

2 Constitution one set of uniform business procedures, policies and practices one technical platform / software solution one support team and service center one approach to solution delivery one source of data one governing structure one set of vendors to provide complementary service offerings 2

3 PEOPLESOFT HCM 9.2 END TO END DEMONSTRATION oneusg 3

4 PeopleSoft HCM Absence Management Human Resources Time and Labor Manage Faculty Events Payroll Ben Admin & Base Benefits oneusg Commitment Accounting Finance G/L

5 Objective To Illustrate All HCM Modules Integrated into one System Real-Time Integration once Transactions are Saved, data is immediately available to all Users and across all Impacted Modules. Reporting All HCM Data Integrates on one Report Time Entry and Absence Requests Integrated on the Employee s Time Card One Stop Shop! Payroll to Commitment Accounting to G/L Integrations 5

6 End to End Introduction - Barney Illustrate the process to HIRE a Faculty Employee Demonstrate Benefits Enrollments and Effects Review Extended Leave Request Options Enter, Request & Approve Time and Absence Load Payable Time to Payline Process Payroll View the Results from HCM s Integrated Processing Follow The Funding & Fringe Commitment Accounting 6

7 HUMAN RESOURCES Laurie Jones Columbus State oneusg 7

8 HIRE PROCESS HR records the person s biographical information HR establishes the person s relationship with the organization HR associates the organizational information to the person HR captures the start of the person s history with the organization HIRE PROCESS Personal Data (Biographical Details) Job Data Organizational Info Position Info Current/Historical Info Employment Data (Employment Dates) 8

9 Organizational Relationships Organizations have relationships with a variety of people for a variety of reasons. PeopleSoft allows HR to manage the data of those people with whom they have an Organizational Relationship. One person can have more than one Organizational Relationship at any one time; or they can change relationships over time. 9

10 The PeopleSoft Person Model PeopleSoft HCM Person Model tracks both Employees and Non-Employees within Organizational Relationships. PeopleSoft tracks three types of Person Relationships : Employee A Person who is hired to provide services to the organization and has a Legal Employee Relationship with the organization. Contingent Worker A Person who provides services to the organization and who does not have a legal employee relationship with the organization. Person of Interest (POI) A Person who is not an employee or a contingent worker but is of interest to the organization. 10

11 Contingent Workers Not a Legal Employee Currently tracked as NPA Not Paid Through Payroll for North America Not Eligible for Employee Benefits May need access to facilities in order to perform contractual work, such as construction or consulting work. Examples: Implementation Contractors Contract Building Repair Crews Contract Custodial Service Providers 11

12 Person of Interest (POI) Not a Current Legal Employee (may be an ex-employee) Currently tracked as an NPA May be Paid Through Payroll for North America May be Eligible for Benefits Examples: Persons of Interest (POI) Rehired Retirees Board Members COBRA Participants Surviving Spouses/Dependents Volunteers/ Interns 12

13 BENEFITS ADMINISTRATION Travis Jackson - UGA oneusg 13

14 BENEFITS The Benefits Area is made up of several modules and provides as much (or more) functionality as the current ADP application. BASE BENEFITS BENEFITS ADMINISTRATION ebenefits RETRO-BENEFITS 14

15 Today We Will Illustrate That Benefits is one part of the broader, seamless HCM application and provides Real-Time integration with HR and Payroll. An Overview of the Self-Service enrollment process. Retirement Enrollment. Savings (TSA) Enrollment. How ADP General Deduction Enrollments will Transition as Benefit Options within the PeopleSoft Self Service Benefits Enrollment Process. 15

16 ABSENCE MANAGEMENT & TIME AND LABOR Jennifer Cannida & Dan Hann oneusg 16

17 AM / TL Introduction - Dan The End User Experience within PeopleSoft HCM Absence Requests, Time Entry, & Approvals Transactions impact 100% of USG employees 17

18 AM TL PY INTEGRATION DIAGRAM PAYROLL FOR NORTH AMERICA Load TL & AM Hours to Payroll ABSENCE MANAGEMENT Load Approved Absences Deferred HOL & Comp Time TIME AND LABOR oneusg EMPLOYEE SCHEDULES 18

19 Key Decisions TL System of Record for ALL worked hours AM System of Record for ALL non-worked hours Ability to Transfer Hours by Pay Distribution Code Absence Requests Processed Real-Time & With Current Pay Period 19

20 AM-TL-PY Process Flow - Jennifer Load Time From External Sources Process Absences Create Paysheets Enter Absences Approve Absences Time Sheet Entry & Approvals Run Absence Conversion Consolidate Payable Time Load AM & TL Payable Time To Payline Enter Time Approve Time Run Time Admin Approve Payable Time Run Pay Calc. & Confirm Payroll 20

21 Request Absence Talking Points Integration between the Timesheet and Absence Request Monthly Employee Sylvester Stallone Show Long Term Absence Options Request SIC, VAC, ESL, JUR, etc. Show Partial day option Adjust Absence Balance Comments can be viewed by the approver 21

22 Report Time on Timesheet Multiple Job CGOODING Cuba Gooding, Jr Bi-Weekly Time Entry/Show Web Clock From the Time card you can select: Previous week, Next week Next Job Print Timesheet, etc. Multiple ways to enter time 8a, 8:00 Show Task Options & Payable time.

23 Approve Time and Absences 00SUMMIT Dynamic Group Approve Absence Requests Sylvester Stallone Approve Payable Time Cuba Gooding, Jr 23

24 Other TL Tools Weekly Time Calendar Time and Labor Launch Pad View Absence Balances View Absence Requests 24

25 Reporting Options Timecard Report Reported Time Audit Report Terms With Hours Employee Hours by TRC, Reports To, and Department Affordable Care Act 25

26 Standardization TL Rounding Rules AM Deferred Holiday Tracking TL Time Card Approval 26

27 Integration/Transition to Payroll - Dan Approved Absences Approved Payable Time Load Approved Payable Time to Payroll 27

28 AM TL PY INTEGRATION DIAGRAM PAYROLL FOR NORTH AMERICA Load TL & AM Hours to Payroll ABSENCE MANAGEMENT Load Approved Absences Deferred HOL & Comp Time TIME AND LABOR oneusg EMPLOYEE SCHEDULES 28

29 PAYROLL Diane Strenkowski oneusg 29

30 PeopleSoft HCM-One Application Human Resources ABSENCE MANAGEMENT Payroll Time and Labor Benefits 30

31 Payroll Decision Points Retro-pay Pay Week Overpayments Summer Payroll Payroll Standardization 31

32 Check Modeler Deductions Earnings Taxes Modeled Check 32

33 COMMITMENT ACCOUNTING Colette Long oneusg 33

34 CA-HR-PY-Financials Process Flow 34

35 Configuration Department Identifies the cost center of a position Departments linked to positions must be active in PS Financials and HCM Position Data Funding is no longer tracked on the position data setup page Funding is set up on the Department Budget Table using Combination (Combo) codes 35

36 Configuration Contd. Combination Codes A key that defines a combination of ChartFields Identifies the ChartFields to include on each transaction posted to the General Ledger Same as Payroll Distribution code in ADP/EV5 Entered in PS Financials and messaged over to HCM without delays experienced with ADP 36

37 Configuration Contd. Funding (Department Budget Table) Tie funding to the position Structure/Level Effective Dated for initial FY and new rows can be entered for mid-year funding changes Split Funding by Percent Deduction and Taxes Fringe can be set to follow, or not follow, Earnings distribution Funding End date will feed from Financials for grants 37

38 Account Mapping Earnings Account Mapping Deduction Account Mapping Tax Account Mapping Liability Account Mapping 38

39 GL Interface Review September 30, 2015 monthly payroll for Pay Group 40F Actuals Distribution HR Accounting Line 39

40 Budget Retro Use Budget Retro to process adjustments to payroll funding for prior pay periods. Add row to Department Budget Table Position: Employee: Paygroup: 40F 40

41 That s 41

42 PeopleSoft HCM Absence Management Human Resources Time and Labor Manage Faculty Events Payroll Ben Admin & Base Benefits oneusg Commitment Accounting Finance G/L

43 Need More Information? Question(s) Website ListServ Presenter s xxxxxxx 43