1 / 15

Payroll Topics

Payroll Topics. September 21, 2005 SSW Auditorium Presented by Susan Beckerman. Agenda. Payroll Reminders New/Revised Payroll Forms UMB Leave Inquiry page UMB EFP Workflow Status page. Payroll Reminders. W-4 forms

bdotson
Download Presentation

Payroll Topics

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Payroll Topics September 21, 2005SSW AuditoriumPresented by Susan Beckerman

  2. Agenda • Payroll Reminders • New/Revised Payroll Forms • UMB Leave Inquiry page • UMB EFP Workflow Status page

  3. Payroll Reminders • W-4 forms • Many are returned to us from CPB and employees suffer when W-4 is not processed as they expect • Typical errors: • Box 2. Enter COUNTY (don’t leave blank or enter Country) • Box 3. Check off marital status • Box 5. If declaring exemption from State taxes do not write Exempt in this box- complete section 8

  4. Payroll Reminders • Schedules • Must never, EVER be entered retroactively • Must match the Job Data scheduled hours • For employees who are less than 40 hours YOU must enter a new schedule • Do not overwrite existing schedule- always add a new line

  5. Payroll Reminders • Payroll Advances • Show each pay period separately • Make sure forms are signed by both the department representative AND the employee before sending • Attach the Payroll Adjustment form

  6. Payroll Reminders • Update 7/1/05 EFPs • Many active EFPs still have 7/1/05 funding end dates • The PCAs are accumulating some big dollars

  7. Revised Payroll Forms • Payroll Adjustment Form (Rev. 9/05) • New Summer Stipends & Honorarium • Tax periods- depts. complete • Direct Retro Form (Rev. 9/05) • Attach PCD by Accounting Period through current Accounting Period for each request • Separate forms for each fiscal year • Verify accounts (sub-codes)

  8. Revised Payroll Forms • Supplemental Compensation (Rev. 9/05) • No longer on HR website- on FSPR • Can indicate multiple payments- only need original for first payment and copies for subsequent payments • Both Dept signature and Dean/VP signature required • Must complete both section I and II

  9. New Payroll Forms • Payroll Check Cancellation (Rev. 9/05) • PR Rep to complete and send to FS-Payroll when check is not due to employee • Payroll Check Stop Payment (Rev. 9/05) • PR Rep to complete and send to FS-Payroll when check is lost

  10. New/Revised Payroll Forms • Forms reminders • Always use the employee’s full name- do not use initials • Make sure the Empl ID and Record numbers are correct • Forms should be completed on-line or typed whenever possible (or at least very legible) • One month grace period for using old forms- after that you will get “do-overs”

  11. UMB Leave Inquiry • User friendly customization for on-line viewing of employee leave balances for a calendar year period • Breadcrumbs: • Home>Compensate Employees>Administer Base Benefits>Inquire>UMB Leave Inquiry

  12. UMB Leave Inquiry • Review Step by Step Guide • Available to department users now • New functionality so let us know if you discover a problem

  13. UMB EFP Workflow Status • Customization to check the pending/ approval status of an EFP prior to being loaded to the Dept Budget Earnings table • Breadcrumbs: • Home > Define Business Rules > Define Commit Accounting(US) > Inquire > UMB EFP Workflow Status

  14. UMB Workflow Status • Review Step by Step Guide • Available to department users now • New functionality so let us know if you discover a problem

  15. Questions? • Please contact FS-Payroll if you have questions regarding this presentation • Phone: 6-1243 • E-mail: DL-BFPayrollHelp@admin1.umaryland.edu

More Related