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Welcome to the Payroll/HR Users Group (PHRUG)

Welcome to the Payroll/HR Users Group (PHRUG). Friday, January 26 9:00am - Noon. Today’s Agenda. Welcome and Opening Remarks Announcements Problem Solving Group Work. Announcements . Deleting reports in your report queue

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Welcome to the Payroll/HR Users Group (PHRUG)

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  1. Welcome to thePayroll/HR Users Group(PHRUG) Friday, January 26 9:00am - Noon

  2. Today’s Agenda • Welcome and Opening Remarks • Announcements • Problem Solving Group Work 2

  3. Announcements • Deleting reports in your report queue • Ensure the following on the Auto Deposit window (in Employee Information): • If Transaction code is 23 or 33, then Pre-Note Flag should be P. • If Transaction code is 22 or 32, then Pre-Note Flag should be N. 3

  4. Leave Balances – 3 pieces to the puzzle 4

  5. Calculating Leave Balances • Start with the Beginning Balance, add the accrual hours, and subtract hours from all Pay Types that affect that leave balance. There may be numerous Pay Types (leave used, leave payoff, leave adjustments, etc.) affecting a leave balance Beginning Balance + Accrual Hours – Pay Types Leave Balance 5

  6. Group Work – Leave Balances • Based on the information in PDBA History (see screenshots provided), calculate the available vacation and sick leave balances for the employee. 6

  7. Group Work – Benefit Enrollment Dates • Work with your group to complete the Benefit Enrollment Dates worksheet. Please let us know if you need assistance. 7

  8. Benefit Enrollment Dates • Please review the following screens to view which fields need attention. 8

  9. Employee Master before an employee is terminated. Fields of focus: • Pay Status • Employee Benefits Status • Termination Date • Leave Begin Date – if employee is on Leave 9

  10. Terminate/Override Benefits before employee is terminated. Fields of Focus: • Ending Status • Ending Date • DBA End Date 10

  11. Status of dependent/beneficiaries before employee is terminated. Field of focus: • Ending Date 11

  12. DBA Instructions prior to termination and before plans are ended. Fields of focus: • Cleared Items – need to check box to see ended DBAs • Pay Stop Date – coincides with the plan ending date 12

  13. Employee Master after employee is terminated. HR needs to determine if another deduction needs to come out. Pay Status shown above indicates employee will get last check. • Please note – termination date can be different then ending enrollment dates/DBA ending dates. 13

  14. Click Form, End Enrollments. Populate Enrollment End Date – Use a date that corresponds with the master pay cycle. Can be different than the termination date on employee master record. • Notice the ending date populates both the Plan Ending Date and the DBA End Date. These dates also carry over to the DBA instruction 14

  15. By ending the plan, the dates automatically carry over to the dependent file. 15

  16. Ending Dates are carried from the benefit file and populates the DBA Pay Stop Date. 16

  17. Thank you for coming!Please remember to fill out an evaluation!

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