20 PR/HR Enhancements in 50 minutes

Transcription

1 20 PR/HR Enhancements in 50 minutes Rick Hilton Sr. Business Analyst April 23, 2018

2 Close that Consumption Gap! During this session, we'll review the top 20 enhancements incorporated into Payroll and Human Resources modules over the last 18 months.

3 Employee Time Entry in ESS Portal

4 Time Entry Workflow Employee Employee Employee Employee Approvals No Approvals Approver 1 Enter, Review, Submit/Lock (Attendance Clerk) Approver 2 Approver 3 PAYROLL

5 Time Entry Workflow Employee Employee Employee Employee Approvals No Approvals Approver 1 Review, Submit/Lock (Attendance Clerk) Approver 2 Approver 3 PAYROLL

6 Employee Time Entry in ESS

7 Employee Time Entry in ESS

8 Employee Time Entry in ESS - Setup

9 Basic Time Entry - Step 1 - Clear Hours

10 Open Pay Periods to Allow Employee Time Entry

11 Entry Review

12 Payroll Warning/Error Messages

13 Basic Time Entry Payroll Warning/Error Messages

14 Position Control by Account

15 Position Control by Account Current Form Layout (2018.1) New Form Layout (2018.2)

16 Position Control by Account Current Form Layout (2018.1) New Form Layout (2018.2)

17 Position Control by Account

18 Position Control by Account

19 Position Control by Account

20 Position Control by Account

21 Position Control by Account

22 Position Control by Account

23 Position Control by Account

24 Position Control by Account

25 Position Control by Account

26 Position Control by Account

27 Position Control by Account

28 Position Control by Account Some Additional Notes: Mass Update is limited to None or Check Budgeted FTE Import From Excel will issue error/exception report after creating positions Add Position Funding in Time Card Entry, applies account mask filtering Account Masking in Position Control overrides PR Config Salary masking

29 Export Work Calendars to Excel

30 Export Work Calendars to Excel

31 Export Work Calendars to Excel

32 Export Work Calendars to Excel

33 Employee Garnishment Improvements

34 Garnishment Updates Garnishment Processing Screen Prior to

35 Garnishment Updates Separate tab for Dates

36 Garnishment Updates Plaintiff is no longer a required field and has moved.

37 Garnishment Updates Decreed Amount was renamed to Decreed Pay Period Amt

38 Garnishment Updates Decreed Pay Period Amt and Decreed Percentage Amt are now Either Or

39 Garnishment Updates Period Garnish Amt was renamed to Calc d Current Pay Period Amt

40 Garnishment Updates If you want to change the amount then you would enter an Override Amount

41 Garnishment Updates New (view only) fields - Employee Ded Vendor and Employee Ded Max amount

42 Garnishment Updates Pay Period Amount label changes to reflect Garnishment Type

43 Garnishment Processing Added display of Pay Cycle/Pay Period and PR Status to grid

44 Garnishments Report Accuracy The Actions Payroll Journal Report and Payroll Journal Report with Wage Basis are deactivated on the Employee Garnishment tab until garnishment records have been posted.

45 Affordable Care Act Reporting Improvements

46 Dependent/ACA Info now Synchs between years After PR Rollover, Adds and Edits of Employee Dependent Info and/or Dependent ACA Coverage Dates in current FY will now automatically update in next FY file. Only updates forward, not backward.

47 ACA Effective Date Option For ACA Employee records created from HR Insurance Tracking, you can now choose whether to use the Effective Date or the Renewal Date as the ACA Effective Date. New setting is in HR Default Settings on a new ACA Settings tab.

48 ACA Effective Date Option

49 No Deletion of ACA records with Receipt ID

50 Warning on Deletion of ACA records with ACA Filename Tyler Technologies 2015

51 Printing and Publishing 1095 Forms A new Print/Publish 1095 action menu combines all 1095 print and publishing options Checkboxes for selection of Standard or Pressure Sealed 1095 forms A separate Publish checkbox publishes forms to the portal without having to print the forms to the screen For clients using TCM, the 1095 forms are automatically sent to TCM when printed

52 Leave Accruals by Worked Units Docked Pay Option

53 Leave Accruals Based on Time Worked Units New option Reduce by Dock Units When selected, will reduce the total worked units by any unpaid, docked time when calculating the accrual amount Pre-requisite: Leave Docking must be processed before Leave Accrual

54 Leave Accruals Based on Time Worked Units Mark selection in Payroll Default Settings/Advanced tab to Accrue leave after docking

55 Leave Accruals Based on Time Worked Units Payroll Processing Steps 2 and 3 will be reversed

56 Leave Accruals Based on Time Worked Units With Reduce By Dock Hours Accrual based on 75 hours. Without Reduce By Dock Hours Accrual based on 80 hours.

57 Mass Update Subtract from Position Amount

58 Mass Update for Subtract from Position Distribution

59 Master Deductions Cross Fiscal Year Updates

60 Master Deductions Cross Fiscal Year Updates When adding new Deductions: The system will automatically add the Master Deduction record to the New Fiscal Year if a Next Fiscal Year connection exists. If a Prior Fiscal Year connection exists, the system will prompt with a message "Do you want to copy to prior year?" This only goes back one year. There is also an Action to Copy to Prior Year available.

61 Payroll Journal Report Period Comparison Options

62 Payroll Journal Report

63 Employee Education Import from Excel

64 Employee Education - Import from Excel You must have your Schools and Degrees set-up prior to importing

65 Employee Education - Import from Excel Refer to our HELP for step-by-step instructions on how to do the import along with the Excel file format and information on required vs. optional fields. The import uses the Employee ID as a reference for the import. If the degree already exists, it imports the course underneath the existing degree. If the degree does not exist, it creates the degree with the course work underneath. If the degree or school is not already set up within configuration, it creates an error PDF and lists the Employee ID with the errors that occur so that the user can correct the errors and re-import the Excel file. Column A B C D E F G H Description EE ID Degree Course Name School Course Date Credits Degree Credits Hours

66 Employee Education - Import from Excel

67 Employee Education - Import from Excel Error Warning and Report

68 Personnel Action Requests Show PAR Detail option

69 PAR Reporting - Show Position and Funding options

70 PAR Reporting - Show Position and Funding options

71 Employee Groups Create and Assign from Anywhere

72 Employee Groups Create and Assign from Anywhere

73 Employee Groups Create and Assign from Anywhere

74 Positions and Pay Enhancements

75 Other & O/T columns added to Pay Journal grid The Position Pay Journal Distribution grid now displays columns with Hours and Amounts for: Regular Other Overtime Totals * Columns for Adjustments, Voids and Retro are also still displayed.

76 Other and O/T added to Position Distribution report

77 Excluded Retro column added - Positions and Pay grid

78 SSN Lookup in Employee Maintenance

79 SSN Lookup in Employee Maintenance

80 New Grid Filters and Column Displays

81 Filter Criteria Added Employee Positions and Pay Added a Work Calendar Filter

82 Filter Criteria Added Employee Journal Added the Deduction Type filter to the Deduction Journal Options

83 Columns Added to Grids - Position Budgeting Added the Position Category from the Employee Position and Pay Screen

84 Columns Added to Grids - Employee Positions and Pay Added Union Code from Employee Maintenance to the Grid displays on all 4 View Options

85 Pay Period Detail Distribution New Report Options

86 Pay Period Detail Distribution Report

87 Pos / Ded Sub-Total Displays subtotals for both Positions and Deductions. Still sorts the report by Account. State ID displays next to SSN

88 Pos / Ded Sub-Total & Group by Employee Sorts alpha by Employee instead of by Account. Note that all other options are grayed out. Sub-Totals by Position and Deduction.

89 Pos / Ded Summary Sorts by Employee and Summarizes all Positions and Deductions One Total for all Positions by employee. One Total for each Deduction.

90 Smart Grids Just Got Smarter

91 Grid Display and Export Enhancements Preserve leading zeros in grid exports Grid Column Headers Expand Header Row Height Display Sum of grid view Amounts

92 Click Add Header Row to expand Column Header Height

93 Column Header Height Expands

94 Reduce Column Width - Column Header Labels will now stack

95 Display Sum of Column Amounts

96 With cursor in any column, click Sum Column. Displays Column label and Total Amount

97 Editing Saved Grid Layouts

98 Editing Saved Grid Layouts

99 Editing Saved Grid Layouts

100 Editing Saved Grid Layouts

101 Editing Saved Grid Layouts

102 Editing Saved Grid Layouts

103 Editing Saved Grid Layouts

104 Report Scheduler

105 Report Scheduler Do you send the same reports to the same people on a regular interval? Do you run the same reports for yourself regularly? Do some reports just take a long time to run? Get rid of that sticky note reminding you to run those reports! Schedule the report and forget about it!

106 Report Scheduler Available on almost all reports in EIW GL Report Writer, Financial Statements, Student Activities Report and more

107 Report Scheduler Available on almost all reports in EIW GL Report Writer, Financial Statements, Student Activities Report and more

108 Report Scheduler Reports are delivered to the Report Delivery Queue or to your

109 Report Scheduler Important Setup Required!

110 Report Scheduler - Security/Password Protection Tyler Technologies 2017

111 Report Scheduler - Security/Password Protection

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