Topic # ITS Staff # HR Staff (est) Employees and Jobs Setting Up System Options LEGEND: Review Level Setting Up System Controls Overview Level Setting Up System and Company Options Identifying Payroll System Constants Setting Up Pay Information Describing Pay Information Setting Up Pay Grades Setting Up Pay Grade Steps Setting up Pay Rate Tables Defining Job Master Information Describing Job Information Entering Job Information Assigning Job Supplemental Data Defining Employee Compensation Identifying the Pay Rate Source Setting up System Options Hiring Employees Entering Employee Related Information Defining Employee Related Information Creating Auto Deposit Instructions Assigning DBA Instructions Creating Labor Distribution Instructions Setting Up Supplemental Data Describing Supplemental Data and Databases Defining Language Overrides Setting Up Narrative, Dode and Program Data Types Describing Cross Reference Tables Revising Employee Information Revising Employee Information Manually Revising Employee Information Automatically Defining Employee History and Turnover Setting Up History and Turnover Records Modifying History and Turnover Records Creating Employee Mail Merge Letters Setting Up Mail Merge Templates Generating Employee Letters Running Employee Reports Employee information Job history information PDBA's Describe the PDBAs Define Pay Types Define Deductions, Benefits, and Accruals Set up PDBA's Assign PDBA's to employees How PDBA's are calculated by the payroll system Designing the DBA Structure/planning PDBA numbering system Identifying the Codes That Can be Used for DBAs Describing the Purpose of Grouping DBA Codes by Function Setting Up Flat Dollar and Percentage Deductions and Benefits Determining the Location for DBA Rate Derivation Creating Basic Deductions and Benefits Classifying DBAs for Special Tax Considerations Pre tax deductions, tax considerations for fringe benefits Setting Up DBAs with Calculation Tables Creating DBAs Based on Other DBAs Examples of DBAs Based on Other DBAs Numbering Requirements for DBAs Based On Other DBAs Purpose of the Basis of Calculation for DBAs Based on Other DBAs Setting Up DBAs that are Based on Other DBAs CC1
Payroll (Canadian) Describing the Features of the Payroll Module Payroll Features Payroll Process Describing the Features of the Time and Labor Module (not used fed from Kronos Overview required) Dependence of the Payroll Module on the Time and Labor Module Business Purpose Timecards Timecard templates Summarized & daily time entry Employee Schedules Describing Payroll Integration Set up AAI's for GL integration Time entry uploads from 3rd party sources Describing the Purpose of Options and Constants System Instructions Components Implementation Task Setting Up Payroll Company Options What Company Options Control Importance of the Default Company Defining Company Options Setting Up Business Unit Constants Describing How Quantum for Payroll Tax Works with Payroll to Calculate Payroll Taxes Review status of Quantum at City of Guelph Quantum for Payroll Tax by Vertex, Inc. Tax Calculation Quantum for Payroll Tax Activation Running the Populate Vertex Filing Status Process Program Purpose of the Populate Vertex Filing Status Process Setting Up Tax Areas Tax Areas and Tax Types Defining Tax Areas and Tax Types Tax Area Information Setup Setting Up Corporate Tax IDs Corporate Tax Identification Numbers Common Paymaster Setting Up Corporate Tax IDs for Employment Insurance Setting Up Employment Insurance Information Experience Rates Employment Insurance Employment Insurance Rates Setup Setting Up Worker's Compensation Experience Rates Reporting Worker's Compensation Using a Tax ID Procedure for Setting Up Worker's Compensation Testing the Tax Setup Through Employee Information Assigning Tax Area Information to Employees Operational payroll Manage payroll cycle Implement interim payments Convert payroll history Payroll Integrity Verifications Set up, monitoring Year end processing, validation, integrities, T4 production CC2
Topic # ITS Staff # HR Staff (est) Comments **Please make sure to cover standard JDE workflows that Human Resources are available on each topics*** Describing General System Setup Identifying System Controls LEGEND: Review Level Activating System and Company Options Overview Level Identifying Payroll System Constants Employee Management Describing Employee Records Creating Employee Records One at a Time Creating Employee Records Using the Quick Hire Method Entering Employee Additional Information Creating Auto Deposit Instructions Assigning DBA Instructions Managing hiring process, terminating employees, Hiring Seasonal workers, internal move Working with Future Data update Managing Position Budgets City uses position tracking (numbering) but not linked to budgets Describing Position Control Setting Up Position Budget Information Reviewing Position Information Managing Requisition Information Creating Requisition Maintaining Requisition Activities Requisition History & Reporting Managing Applicant Information Describing Applicants Creating Applicant Records Searching for Applicants Attaching Applicant Records to a Requisition Generating Applicant Letters Processing Government Reports Describing the System Supplied Government Reports Running System Supplied Government Reports Managing Health and Safety Discussing Health and Safety Requirements Discussing Health and Safety Setup Managing Health and Safety Case Information Review City WSIB reports (customized) Designing the Pay Type Structure Identifying the Codes That Can be Assigned to Pay Types Describing the Purpose of Grouping Pay Types by Function Setting Up Pay Type Information Describing Different Pay Types Creating Pay Types for Base Pay Creating Pay Types for Overtime Pay Creating Pay Types with Shift Differentials Classifying Pay Types for Special Tax Considerations Competency Management currently not used but implementation has been requested include Joanne Oliver and Lynne MacIntyre? Describing Competency Management Defining Competency Management Terminology Setting Up Employee Competencies Describing Employee Competencies Setting Up Scales for Employee Competencies Setting Up Training Courses Setting Up Security for Competency Levels Setting Up Routing Instructions for Competency Approvals Setting Up Competency Aggregates Describing Job Competencies Setting Up Job Competencies Defining Job Competency Options Attaching Job Competencies to Organizational Levels Attaching Jobs to Organizational Levels Assigning Additional Job Competencies to Jobs Overriding Inherited Job Competencies Reviewing Job Competency Information Translating Job Competency Descriptions Assigning Competencies to Employees Describing How to Assign Competencies to Employees Assigning Competencies to Employees Reviewing Competency History for Employees Performing Gap Analysis Describing Gap Analysis Performing a Gap Analysis CC3 Reviewing Gap Analysis Information
Setting Up Performance Management Describing Performance Management Reviewing Setup Considerations Setting Up Performance Management Using Performance Management Describing Performance Appraisals Generating Performance Appraisals Maintaining Daily Diaries Managing Performance Appraisals to Test Your Setup Setting Up Organizational Structures (very key, discuss HR security Business unit and Finance BU s Describing Organizational Structures Creating Organizational Structures for Job Competencies Setting Up Earnings Information Describing Earnings Setting Up Shift Rate Differentials Setting Up Occupational Pay Rates Setting Up Pay Type Cross Reference Tables Setting Up Compensation Management Workbench Describing the Features of Compensation Management Workbench Setting Up Compensation Management Managing Compensation Information Benfits Administration Describing the Benefits Administration Business Purpose Benefits Administration Features System Integration for Benefits Describing the Structure of Benefits Administration Benefits Administration Structure Benefits Administration Setup (with examples) Setting Up Deductions and Benefits with Calculation Tables Calculation Tables Table Method DBAs Method of Calculation Building Calculation Tables Building DBAs with Calculation Tables Setting Up Deductions and Benefits Used in Benefits Administration DBA Hierarchy Deduction and Benefit Setup Considerations Creating a Basic Deduction or Benefit Setting Up Pay Type Tables Pay Type Tables Create Pay Type Tables Setting Up Date Codes Date Codes Construct Date Codes Setting Up Eligibility Testing Eligibility Tables Examples of Eligibility Tables Create Eligibility Tables Describing Benefit Plans and Plan Options Benefit Plans (with examples) Associate DBAs with Benefit Plans Plan Options Separate Plans Versus Plan Options Setting Up Benefit Plans and Plan Options Benefit Plan Information Setting Up Benefit Plans Setting Up Calculation and Eligibility Information for Benefit Plans Setting Up Self Service Information for Benefit Plans Plan Options Plan Option Rules Setting Up Plan Options Setting Up Benefit Groups Benefit Groups Create Benefit Groups Setting Up Benefit Categories Benefit Categories Set Up Benefit Categories Benefit Categories by Benefit Group Link Benefit Categories to Benefit Groups Link Benefit Plans to Benefit Categories Describing Enrollment Parameters Define Enrollment Parameters Enrollment Parameters Search Hierarchy Setting Up Enrollment Parameters Enrollment Parameters Table CC4 Enrollment Parameters Create Enrollment Parameters
Describing Fund Allocations Fund Allocations Types of Fund Allocations Setting up Fund Allocations Fund Allocation Setup Linking Allocation Funds to Plans Discussing Benefits Structure Setup Benefit Structure Review Available Methods to View Benefit Structure Verifying Benefits Administration Setup Using the Benefit Structure Inquiry Program Plans and Plan Options by Group and Category Describing Flexible Benefit Plans Flexible Benefits Overview Flexible Plans Operational benefits admin Manage dependent and beneficiary information Manage enrollment information Test benefits administration set up Create benefit statements Employee and Manager Self Service (not currently in use, require functional overview) Business Process Overview The features of Employee and Manager Self Service The Integrations between self service and other EnterpriseOne Systems The implementation process for Employee and Manager Self Service Demonstrating Employee Self Service Applications Set Up Verification of Employment Self Service Review Employee Personal Profile Information Enter Automatic Deposit Information Using Self Service Enter Competency Information Using Self Service Complete Employee Self Service Appraisals Demonstrating Employee Self Service Applications Set Up Verification of Employment Review Employee Personal Profile Information Enter Automatic Deposit Information Using Self Service Enter Competency Information Using Self Service Complete Employee Self Service Appraisals Setting Up Employee Self Service Describe the setup of Verification of Employment Review the setup of Paid Time Off Inquiry Program Review the setup of the Name and Address Change Program Describe the setup of the Emergency Contacts and Phones Applications Set up the IRS Form W 4 Managing Manager Self Service Applications Describe the Managers Self Service Applications Set Up the Employee s Setup Process Use the Manager s Employee Setup Process Managing the Manager s Workbench Describe the Manager s Workbench and How it is Used Explain the Setup of the Employee Status Change Function Discuss Changing an Employee Status Review the Process of Assigning Delegates Using the Managers Delegates Program Define Employees Needing a Review by Using the Upcoming Reviews by Supervisor Program Review the Setup of the Upcoming Reviews by Supervisor Program Review the Creation of Employee Performance Appraisals Review the Setup of Manager Reports Managing Self Service Time Entry Applications Describe the Self Service Time Entry Applications Set Up Self Service Time Entry Complete Self Service Timecards Using Daily Time Entry Complete Self Service Timecards Using Summary Time Entry Review and Approve Self Service Timecards Managing Global Leave Describe Global Leave Administration Explain the Setup of Global Leave Administration Plan, Request and Review Leave Time HR History Audit Change History CC5