Control Tables Overview

1. Control Tables Overview PPMS User Group Meeting May 29, 2008 Presented by Rita Lauzon

2. Control Tables • Provide a framework for PPMS • Consists of common codes and values used throughout PPMS • System (CIS) defined codes • User (college) defined codes • Some tables need to exist before others

3. Defines • Processing criteria • Calculation factors • Names • Addresses • Default values

4. Used to • Validate data as it is entered • Validate transactions • Ensure processing integrity • Store descriptive information for reporting • Ensure consistency

5. Loaded into Memory at Login • PS9007 – Earnings Table • PS9008 – Health Plan Table • PS9009 – Leave Accrual Table • PS9010 – Long Term Disability Plan Table • PS9020 – Leave Type Table • PS9023 – Pay Cycle Table

6. Loaded into Memory at Login - Continued • PS9025 – Leave Transaction Table • PS9026 – Employee Type Table • PS9035 – Employee Job Type Table • PS9038 – Personnel Action Table • PS9039 – Race/Ethnic Table • PS9041 – Retirement Plan Table

7. To Reload into Memory • Press F8 to return to Payroll/Personnel Menu (PS0000), then press F2 (Reload Edit Tble) • -or- • Logout and log back in

8. PS9001–Institution Parameter Table • Required • CIS maintains 1 – 999 • Colleges maintain 1000 and above • Used in every module • Stores constant values (college name) • Defines custom fields

10. PS9002 – Deduction Table • Required • CIS and college maintained • CIS maintains 1 – 399, but college can change some fields • Colleges maintain 400 and above

11. PS9002 Used to • Create and maintain deduction codes • Process payroll deductions • Determine method of withholding • Make vendor payments • Record proper accounting entries

13. PS9003 – Tax Table • Required • CIS maintained • Identifies • Federal tax • Earned Income Credit tax • Taxes taken by Pay Cycle Frequency and Marital Status

15. PS9004 – Job Class Table • Required • College maintained • PPMS validates codes • Values used for internal, State, and Federal Reporting

17. PS9005 – Bank Table • Required • College maintained • Used for direct deposits • Routing number needs to exist on PS9012 (Bank Clearing House Table), which is CIS maintained • Bank needs to exist here before you can enter bank on PS0014 (Payroll Information Screen)

19. PS9006 – Department Table • Required • College maintained • Associates employees, supervisors and distribution codes to departments • Identifies Payroll Distribution Location Codes entered on PS0014 (Payroll Information Screen)

21. PS9007 – Earnings Table • Required • CIS maintained • Colleges can change some fields

22. PS9007 Identifies • Gross balances affected • Calculation procedure • Hour balances maintained • Dollar balances maintained • Health priority • Financial Aid Program Code (FAPC)

24. PS9008 – Health Plan Table • Required to process benefits • CIS maintained • Identifies • Deduction codes • Indicators used on PS0005 • Co-payment amounts and effective dates • Calculates co-payments for employees using indicators on PS0005 (Benefits Screen)

26. PS9009 – Leave Accrual Table • Required for Leave Accounting Module • College maintained • Identifies • Leave plan • Type and method of leave • Rate of accrual • Maximum leave accrual

28. PS9010 – Long Term Disability Plan Table • Required to process benefits • CIS maintained • Identifies the rates for each waiting period • Calculates premiums using indicators on PS0005 (Benefits Screen)

30. PS9011 – Administrative Function Table • Required • CIS maintained • Identifies administrative functions that employee performs • Entered on PS9004 (Job Class Table) for exempt positions • Used for Quarterly Staff Extract • Used for IPEDS

32. PS9012–Bank Clearing House Table • Required for direct deposits and EFT’s • CIS maintained • Identifies transit number associated with bank • Used for: • Direct deposits • EFT’s for vendor payments • Verified with Federal Reserve • Bank also needed on PS9005 (Bank Table)

34. PS9013 – Pay Frequency Table • Required • CIS maintained • Colleges can change • Identifies: • Maximum gross and net pay • Medical aid fixed hours • Standard pay period hours • Used to determine federal income tax

36. PS9014 – Pay Scales Table • Required • College maintained • Used with PS9015 which contains the detail • Used to: • Define pay scales • Can copy pay scales to create a new pay scale, then run PS9102J to apply salary changes • Delete pay scales

38. PS9015 – Pay Scale Range Table • Required • College maintained • Identifies pay scale range and step salary/rate amounts • Used by automatic salary increases • PS0003 uses for automatic salary calculation • Used in employee database consistency edits • PS9014 must be built first

40. PS9016 –Savings Bond Price Table • Required for processing savings bonds • CIS maintained • Identifies: • Bond type • Purchase price • Denomination

42. PS9017 – Deduction Calendar • Optional • College maintained • Established when necessary to take multiple or zero deductions • Identifies number of: • Deductions at old (current) rate • Deductions at new (future) rate • Deductions posted to prepayment account

44. PS9018 – Position Table • Optional • College maintained • Identifies authorized positions • Used in: • Salary Forecasting • Applicant Tracking

46. PS9019 – Employee Calendar • Optional • College maintained • Identifies: • Hours per day for employees working nonstandard hours per day • Hours per day or days of the week for employees working a nonstandard work week • Hours or days that contracted employees work each month of a fiscal year for DRS and Salary Forecasting

48. PS9020 – Leave Type Table • Required for Leave Accounting Module • CIS adds • College can change • Identifies: • Types of leave • Leave balance type • Leave to dock when leave balance insufficient • Whether leave is maintained by day

50. PS9021 – Skill Table • Optional • College maintained • Identifies skills or proficiencies • Entered on PS5013 (Applicant Detail Screen) • Can be entered in miscellaneous fields or comments fields