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Tracking Salary and Benefits

Track employee salary and benefits including account distributions, jobs and pays, taxes and deductions, insurance coverage, and leaves. Generate reports and inquiries to manage employee distributions effectively.

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Tracking Salary and Benefits

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  1. Tracking Salary and Benefits Nickole Mitchell

  2. Agenda • Employee Account Distributions • Employee Jobs & Pays • Employee Taxes/Deductions/Benefits • Insurance Coverage – Retirees • Employee Leaves

  3. Employee Account Distributions

  4. Employee Account Distributions • Employee Account Distributions – hedis01a.fmx • Employee Distributions at the employee level. Accounts entered here are used in the Employee’s Pay Detail record.

  5. Employee Account Distributions • Choose the appropriate Distribution Group from which the employee salary will be paid.

  6. Employee Account Distributions • Reports • Employee Distribution Listing – hedis01a.rep • Employee Distribution Listing by Account – hedis02a.rep • Inquiries • Employee Inquiry – HI_MAIN – Distributions • Import Available • EI1 – Distributions

  7. Employee Distribution Listing – HEDIS01A.REP

  8. Employee Distribution Listing - Report

  9. Employee Distribution Listing by Account – hedis02a.rep

  10. Employee Inquiry – HI_MAIN – Distributions • Use the Employee Inquiry tool for a quick detail review.

  11. Employee Inquiry – HI_MAIN – Distributions • Double-click accounts to drill into the detail.

  12. Employee Inquiry – HI_MAIN – Distributions • Pay detail examples from 2 distribution accounts. • Double-click Employee No to go to Employee Master.

  13. Import Available – Employee Distributions • EI1 – Distributions • Note any required fields. • Always test imports in a Demo/Test environment before importing to Production site.

  14. Employee Jobs & Pays

  15. Employee Jobs – HEJOB01A.FMX • View Employee Jobs and Pays by Contract year. • If Default Contract Year has a value, jobs will filter based on the year keyed.

  16. Employee Jobs – HEJOB01A.FMX • Use the Inquiry button to view the Employee’s historical Job/Pay record.

  17. Employee Jobs – HEJOB01A.FMX • If no Default Contract Year is entered, the program will load all Employee Jobs, with the most recent at top.

  18. Employee Pays – hepay01a.fmx (manual) • The manual screen does not calculate while tabbing from field to field. • Safer for Data Entry to review records.

  19. Employee Pays – hepay04a.fmx(auto) • Auto option will recalculate Pay Rates when Tab is used from field to field.

  20. Employee Pays – hepay04C.fmx(auto no schedule) • Auto screen with no Pay Schedule.

  21. Employee Jobs & Pays – Report, Inquiries, Utility • Reports • Print Employee Jobs – hejob01a.rep • Print Employee Jobs/Pays – hepay01a.rep* • Employee Pays Listing With Position Nos – hepay01b.rep • Account Distributions by Earn Code – hepay08a.rep • Inquiries • Employee Jobs/Pays Inquiry – hjinq01a.fmx (Inquiry button on Jobs) • Employee Inquiry – HI_MAIN – Jobs • Utilities • Job and Pays Utility – hputl07a.fmx • Job and Pays Utility Change Listing – hputl07a.REP

  22. Print Employee Jobs-HEJOB01A.REP

  23. Print Employee Jobs/Pays-HEPAY01A.REP

  24. Print Employee Jobs/Pays-HEPAY01A.REP

  25. Employee Pays Listing With Position No’s-HEPAY01B.REP

  26. Employee Pays Listing With Position No’s-HEPAY01B.REP

  27. Account Distributions by Earn Code-HEPAY08A.REP

  28. Account Distributions by Earn Code-HEPAY08A.REP

  29. Employee Inquiry – HI_MAIN.FMX – Jobs • Use the Employee Inquiry tool to review details.

  30. Employee Inquiry – HI_MAIN.FMX – Jobs • Double-click a specific Job Code to drill into the employee list detail.

  31. Employee Inquiry – HI_MAIN.FMX – Jobs • Job detail example from Job Code ‘AIDE’. • Double-click Employee No to go to Employee Master.

  32. Jobs & Pays Utility – HPUTL07A.FMX • Use the Jobs and Pay Utility to make modifications to Jobs, Pays, Position Details for a group of Employees based on the Selection criteria.

  33. Jobs & Pays Utility – HPUTL07A.FMX

  34. Jobs & Pays Utility – HPUTL07A.FMX

  35. Jobs & Pays Utility – HPUTL07A.FMX

  36. Jobs & Pays Utility Change Listing-HPUTL07A.REP • Click Report – to display a Report of changes that will be made. • After Report, Process button is active.

  37. Jobs & Pays Utility Change Listing-HPUTL07A.REP • Click Process to make the changes to the employee records. • Another report will display showing Report and Update.

  38. Employee Jobs & Pays – Imports Available • EE1 – Employee Jobs • EE2 – Employee Pays • EE4 – Employee Pays Schedule • EE6 – Employee Position Detail

  39. Import Layout: EE1 – Employee Jobs • EE1 – Employee Jobs • Note any required fields. • Always test imports in a Demo/Test environment before importing to Production site.

  40. Import Layout: EE2 – Employee Pays • EE2 – Employee Pays • Note any required fields. • Always test imports in a Demo/Test environment before importing to Production site.

  41. Import Layout: EE2 – Employee Pays, cont’d

  42. Import Layout: EE2 – Employee Pays, cont’d

  43. Import Layout: EE2 – Employee Pays, cont’d.

  44. Import Layout: EE4 – Employee Pays Schedule • EE4 – Employee Pays Schedule • Note any required fields. • Always test imports in a Demo/Test environment before importing to Production site.

  45. Import Layout: EE6 – Employee Position Detail • EE6 – Employee Position Detail • Note any required fields. • Always test imports in a Demo/Test environment before importing to Production site.

  46. Employee Taxes/Deductions/Benefits

  47. Employee Taxes/Deductions/Benefits – heded11a.fmx • Easier to use • Use to add or change employee’s payroll taxes; deduction and/or benefits • Each tab has only the functionality it needs • Example: Deductions does not have Enc Details button • Change HEDED11A.FMX on GO Menu replacing HEDED01A.FMX • HEDED01A.FMX and HEDED01B.FMX will eventually be retired; no longer maintaining those programs. • HETAX01A.FMX was retired in 19.4

  48. Employee Taxes/Deductions/Benefits – heded11a.fmx

  49. Employee Taxes/Deductions/Benefits – heded11a.fmx

  50. Employee Taxes/Deductions/Benefits – heded11a.fmx

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