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Re-engineering the Payroll Adjustment Process

Re-engineering the Payroll Adjustment Process. Thursday, March 8, 2007 Presented by: University Payroll and OBFS Business Information Systems. Re-engineering the Payroll Adjustment Process. Agenda. Why Re-engineer ANA? Current Re-engineering Activities ITPC Process

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Re-engineering the Payroll Adjustment Process

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  1. Re-engineering the Payroll Adjustment Process Thursday, March 8, 2007 Presented by: University Payroll and OBFS Business Information Systems

  2. Re-engineering the Payroll Adjustment Process Agenda • Why Re-engineer ANA? • Current Re-engineering Activities • ITPC Process • Project Iteration Schedule • Requirements Gathering • Process Flows and Business Rules • Unit Involvement • Questions and Answers • Resources Thursday, March 8, 2007

  3. Re-engineering the Payroll Adjustment Process Why Re-engineer ANA? • Create a more efficient business process • Link directly to Banner & obtain real-time data • Implement a more robust & advanced technology • Improve & focus on customer service • Increase data integrity To… Thursday, March 8, 2007

  4. Re-engineering the Payroll Adjustment Process Current Re-engineering Activities: The ITPC Process Selecting & Prioritizing Projects Thursday, March 8, 2007

  5. Re-engineering the Payroll Adjustment Process Current Re-engineering Activities: The ITPC Process Finance process steps: Thursday, March 8, 2007

  6. Re-engineering the Payroll Adjustment Process Current Re-engineering Activities: The ITPC Process How to request work • Contact your campus Finance Sub-Committee Representative: Ed Valentine • Discuss your idea with the appropriate OBFS functional unit • Fill out a level 1 template and submit it to ITPC@uillinois.edu Thursday, March 8, 2007

  7. Re-engineering the Payroll Adjustment Process Current Re-engineering Activities: The ITPC Process How to track proposal and project status: • Go to: www.aits.uillinois.edu • Select projects • Expand the list for detailed information Thursday, March 8, 2007

  8. Re-engineering the Payroll Adjustment Process Current Re-engineering Activities:Proposed ANA Schedule • Pay Period* and Leave Balance Adjustments *Includes Current Pay Period, Overpayment, and Underpayment Adjustments • Separation Pay • Taxable Benefits • Awards • Pay Stop • Foreign National Vouchers Thursday, March 8, 2007

  9. Re-engineering the Payroll Adjustment Process Current Re-engineering Activities: Gathering Requirements • Reviewed the current ANA system • Analyzed methods that allow ANA to read and feed directly with Banner 3. Discussed any further changes to ANA to make it more user-friendly and efficient 4. Planned discussion of proposed ANA changes with campus users Thursday, March 8, 2007

  10. Re-engineering the Payroll Adjustment Process Proposed Pay Period Adjustment Flow Thursday, March 8, 2007

  11. Re-engineering the Payroll Adjustment Process Proposed Current Pay Period Adjustment Detail Flow Thursday, March 8, 2007

  12. Re-engineering the Payroll Adjustment Process Proposed Validation Rules for Current Pay Period Adjustments • Amounts are required for all earn codes • Options for added codes include only those codes for the UIN’s eclass that are not Terminal Benefits, Awards, Taxable Benefits, Adjustment Codes Monthly Current Pay Period Adjustments Bi-weekly Exempt Current Pay Period Adjustments • The sum of the calculated cash and non-cash amounts must be greater than or equal to zero • All editable rates for added special rate codes are defaulted to 0 Bi-weekly Non-Exempt Current Pay Period Adjustments • Comments are required • No duplicate codes are allowed Thursday, March 8, 2007

  13. Re-engineering the Payroll Adjustment Process Continuing Re-engineering Activities: Unit Involvement • 1. Confirm Current Pay Period Adjustment validation rules • An on-line questionnaire will be available soon • If interested, check question 3 and provide your name and e-mail address • 2. Requirements focus group members • For each iteration of the ANA project • Commit no more than 5 hours per iteration discussing & confirming requirements • If interested, indicate iteration preferences in question 4 • 3. Unit Testing • Occurs at the end of each iteration • Commit no more than 2 hours of testing per iteration • If interested, indicate iteration preferences in question 5 Thursday, March 8, 2007

  14. Re-engineering the Payroll Adjustment Process Questions? Thursday, March 8, 2007

  15. Re-engineering the Payroll Adjustment Process Resources • This presentation will be available on-line from the conference web site. • Focus group and testing sessions will be on-going throughout the project • Town Hall meetings and Training will be available as the releases near completion • For any questions/comments or to sign up for the rules confirmation, focus groups, or testing sessions (after the conference) e-mail payinq@uillinois.edu with “ANA Presentation” in the subject line. Thursday, March 8, 2007

  16. Re-engineering the Payroll Adjustment Process Thank you Thursday, March 8, 2007

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