NEWCNT New Contract Programs

NEWCNT

Setup contracts for next fiscal year

Create Salary Notices

Generate reports

Summary, Detail & New Pay

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If Employee is currently paid in USPS Job in USPS can be pulled into NEWCNT

1. Mid-year No Retro

2. Mid-year Retro with Spread

3. Mid-year Retro Lump Sum

Retro is based on past days worked

4. New Contracts

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Accessing the New Contract Programs

USPS Main Menu type in:>NEWCNT

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1. Maintenance ModuleAdd-Modify-Delete-Purge

---------------------------------------------------- Add employee contracts one at a time

Use data entered for salary notices

Purge individual contracts into JOBSCN

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• To ADD a New Contract - Press F12 add - Enter Employee Name then Select the JOB

Pulls the Employee’s Job into New Contract Module

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ADD Function:

Data displayed is a snap shot of how it looks in JOBSCN

JOB 01 - Duck Principal1. Press the Ctrl+F11 to clear last years data:

• Amount Paid, • Amount Due• Amount Earned• Amount Docked• Pays Paid• Worked (days)• Pay Period• Daily/Hrly Rate• New Hire Date

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JOB 01 – Screen 1 of 3

Spread Employees:

• New cont type = “4” New Contract

• Enter Obligation “Spread Employees”

• Enter New Contract : (same as obligation)

• Contract Start:• 1st day employee is paid on new rate

• Equal pays = “Y”• # of Pays/# of Work Days

The following fields will be calculated:New Pay Period & Daily Rate

NON Spread Employees:

• New Cont type= “4” New Contract

• Enter New Contract:

• Enter Cont Start :

1st day employee is paid at new hourly rate

• Equal pays = “N”

The following fields will be calculated:

Hourly Rate & Obligation

By pressing enter this will accept your changes and continue to screen 2 of 3:

MAINT – To Adding information after the Clear Function

Screen 1 of 3

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Calendar Type: Blank default to Default calendar

Calendar Start Date : Date the system will be counting working days on the calendar:

No Calendar will be set to the Default.

Reset Benefits Fields:

Personal Leave: reset to beginning balance. Does an AC PL in ATDSCN screen to bring you to the beginning balance.

This looks at your balance and does an AC PL . Example: 1 PL Remains Reset Value=3

ATDSCN is updated, AC PL is 2.0 for 3 days total

Reset Sick Advance: NO attendance record is created. This resets to 0

Adjust Vacation Balance: input # of days to be added to balance or hours to be given. ATDSCN is updated with AC VA transaction

EMIS Contract: The S11 Clear function will clear the EMIS Contract Info if data exists. FTE will remain.

ADD New Contract Screen 2 of 3

Calendar, EMIS & Reset Benefits

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ADD Screen 3 of 3Adding of Payroll accounts – Pay Account displayed is from the current JOBSCN

Pay Account Information:

• Ability to change the pay accounts:

• Percent or Fixed: Must always = 100%.

• If fixed is used there must be a one Percentage record. Fixed accounts are charge first.

• Benefits are not charge to a fixed amount account: (Vacation, sick, jury duty etc)

• Maximum to Charge: Total amt for the account. As the employee is paid this will have a declining balance.

•S11 Reset key will clear this information

• Account Status: A=Active I=Inactive

• Start/Stop Dates: Date to start using or stop using the account. Blank is always available

• Leave Projection: Used for LEVPRO to charge out leave from ATDSCN to corresponding leave acts

• Board Distribution: Use for BRDDIS/ Insurance Payment

•Note* Import Option does not pull in the pay accounts. This is why you need to build them then do the import.

Contact ACCESS For assistance.

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2. BUILD Module

Mass builds New Contracts by Pay Group Bus Drivers, Cooks, 260 Day Teachers Administrators

Creates new contracts and directly loads them into the maintenance module with Pay Accounts

Pulls contracts by Pay Group & Job Status on previous jobs.

Assigns a contract start date entered

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BUILD Option Zeroes all contract-to-date figures from

previous contracts Contract Amount paid Contract Amount earned Contract Amount Docked Contract Amount Due Days worked Pays paid Lump Sum Retro Dock Next Pay

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BUILD Option

Contract start Date: 1st day the employee is to be paid at new rate.

Contract stop date: Leave Blank or enter last day paid to pay BE CAREFUL!!

Selection Criteria:

Include Jobs of concealed employees? Y or N

Job Status: 1=Active 0=Inactive *=Both

Pay groups: Enter your pay groups you would like to update.

Press enter to continue the build based on your options:The employee new contracts will be placed in the MAINT screens

View, modify or delete any contract via the MAINT screen of NEWCNT

3. Purge

Contracts are Mass Purge into JOBSCN of USPS Contract Start Date Appoint type Contract Type

User defined in Jobscn-1

Calendar Type Pay Groups

Reset New hire dateIf “Y” value enter in Maint or new contract start date. BIOSCN flag Y to be reported. (R chg to Y)

Generate Report14

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PURGE Option Purges New Contract into JOBSCN

Updates JOBSCN information with NEWCNT data Adds LPE/LPA pay types to UPDCAL_FUT for pay off

amounts on previous contract, the one in JOBSCN Uses last pay calculation obligation

minus amount paid minus dock LPE = Last pay earned

USES THE CURRENT CALENDAR AND REMAINING DAYS TO DETERMINE WHAT IS OWED TO EMPLOYEE

LPA = Last pay accrued AMOUNT PAID PLUS LPE AMOUNT AND MINUS THIS FROM

THE OBLIGATION. If overpayment would occur it will be a negative amount to reduce the figure. If under paid it will be a positive amount. This would be money earned but not yet paid.

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PURGE Option /JOB History

Purge takes a snap shot of JOB in USPS prior to New Contract Information is stored in USPJOBHIS database

JOBHIS Report is only used by NEWCNT. Creates and stores past jobs to history file Data is then reportable by running JOBHIS report

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PURGE OPTION …. Pay accounts in PAYSCN are all set to inactive

Any accounts in NEWCNT are reactivated New accounts are added

Resets new hire reporting date if needed The NEW Hire Reporting Flag in USPSCN/BIOSCN does

not change. Deletes new contract data from NEWCNT Module

Contract data screen Pay account data screen

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PURGE Option

All changes are written to audit file AUDRPT

Allows selection of just the NEWCNT purge data

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PURGE Option

Only information that meets the criteria will be purged!

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DELETE Option

MASS Deletes New Contracts Contracts were pulled into new contract

anticipating a Negotiated Change Salary Notices are required by a certain

date. Generate reports to assist with funding

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DELETE Option

Only information that meets the criteria will be Deleted!

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IMPORT Option

Allows importing from outside source Spreadsheet files

Third party vendor salary schedules CSV (comma separated values) Tab delimited

All contract types can be imported: New, Mid Year, Mid Year Retro

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IMPORT Option Three Required Fields:

Employee ID Employee_ID Job number JOB_NO Contract type Contract_type

Other fields required will depend on what the type of contract to importHours in Day: Hrly Jobs Req’d: Days_Since_Raise: Mid Yr Retro Req’d

All calculations are completed as if the MAINT option was used Pay per period (obligation/#pays) Retro amounts, etc. (Days since Raise)

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IMPORT Option

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IMPORT Option

Sample CSV import file

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IMPORT Option

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REPORT Option

Generates report Reports all NEWCNT data

MAINT BUILD IMPORT

Summary report Detail report

Generate Salary Notices

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REPORT Option

USPS_ANNSALNOTICE

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SAMPLE OF SALNOTICES REPORT GENERATED IN USPS

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NEWCNT Calculations

Rounding All intermediate calculations use 5

decimal places The rounding is completed at the end of

all processing Based on rounding flag in

USPSDAT/USPCON (screen 2 of 3)

NEWCNT rate rounding : 3

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NEWCNT Fields Defined

Days since raise Must be greater that zero for retro

payments Must be less than or equal to days

worked Used to calculate retro earned

Contract obligation Amount district owes to employee

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NEWCNT Fields Defined New Contract

Location of current job on the salary schedule Total contract that could be payable to the employee for the job

Amount Paid – Amount the employee has received Amount Due – what is owed to the employee

Amount earned by employee on job but not yet paid to that employee = (Amt Earned – Amt Paid )–Amt Dock

Amount Earned _ Uses the calendar to calculate amount during payroll processing = Days Worked * Daily Rate (Spread with Daily rate) = Days worked * (Hrs * Hrly Rate) (Non spread)

Amount Docked Keeps a running total for an employee with DCK pay type

# of Pays # Wrk days – Looks at the calendar and give a work day when processing payroll.

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Purging of New Contract Data

When to purge new contract Before last pay of old contract

If first physical work day of new contract is inclusive of pay period begin/end dates for the last pay in old contract. purge when pays in old are one remaining

If the 1st work day to be paid is > last processing period for the last payroll to be paid, you can wait until the old contract is paid off before purging

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Purging of New Contract Data After last pay can cause incorrect data and

manual updates if payroll period begin/end dates for both last pay of old and first pay of new contracts are not adjusted

Affect depends on contract start/stop dates as well as period begin/end dates of last pay in contract and first payroll in new contract

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Purging of New Contract Data Incorrect purge timing can cause:

Days worked will be lost(Calculates begin/end dates during INICAL & JOB Calendar)

STRSAD doesn’t advance the right jobs Mid year change calculations incorrect

Amount earned incorrect (Days work * Daily Rate) or (Hrs/day*Hrly Rate* days worked)

Accrued wages incorrect (Amt Earned – Amt Paid = Accrued Wage)

Pay off of accrued is incorrect amount WAGOBL is incorrect

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NEWCNT Purge Example

Contract 47019.00 minus Amt Pd 45210.50 minus dock=0.0 (47019-45210.50 = 1808.50 owed to employee)

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NEWCNT Purge Example

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NEWCNT Purge Example

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NEWCNT Purge Example

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NEWCNT Purge Example

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NEWCNT Purge Example

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NEWCNT Purge Example

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NEWCNT Purge Example

If neither option is used Days from 8/23/2004 – 8/27/2004 are

lost Amount earned becomes incorrect Accrued wages are incorrect Days worked are incorrect

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NEWCNT Purge Example

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NEWCNT Purge Example

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Mid-Year Changes Can not be built in NEWCNT until last payroll to

be paid at the old rate is complete ‘Clear’ function should not be used Effective at period begin date is ideal Doesn’t currently work if zero days worked Contract amount due on JOBSCN must be

accurate Days worked on JOBSCN must be accurate Retro on a check by itself

NEWCNT does not support doing this Manual intervention is required

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Mid-Year Changes

Optional solution for mid pay period mid year contract changes Pay one pay period beyond the effective

date and retro pay Change effective 3/8/2004 Payroll dates 2/29 – 3/13 pay date 3/19 Complete 3/19 payroll at old rates

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Mid-Year Changes Prior to 4/1 payroll

Process mid-year contract change with retro Process 5 retro days, which would be 3/8 – 3/12 4/1 payroll would include new pay per period

plus the 5 days with the retro amounts No manual updates required

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New Contract Caution Areas Use of ‘Clear’ function

Should only be used for ‘new contract type’

Employee new to district Add contract directly in JOBSCN Contract is not in NEWCNT, amount can’t be used in

balancing

Contract start date Used to calculate LPE/LPA amounts on the last pay of old

contract Should be first physical day of work on the new contract

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New Contract Exceptions Special jobs for EMIS reporting only

Job is not used for payment of wages Report to EMIS = “Y” These will need to be manually entered in USPS

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New Contract…5 Steps - Import 1.Build Option in New Contract

Pull in the employees and remove any unwanted employees. (Retires, RIFS, etc)

Do not update their new contract just exit….

2. Access the SAFARI Program Export “NEW Contract” Fields into Excel spreadsheet.

Update the fields with the new contract information Change the headings titles Format the fields Save File as XLS and also as a CSV file

3. FTP to Alpha “Reflections” CSV file Transfer the Excel.csv file from your desktop to Alpha

4. Run the Import Option in NEW Contract Run NEWSUM , Detail/summary Reports to verify

employee contract have been updated.

5. Purge Option to import into USPS JOBSCN

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2. BUILD Module Automated process for PAY Groups

Bus Drivers, Cooks, 260 Day Teachers Administrators

Creates new contracts and directly loads them into the maintenance module.

Pulls in contracts by Pay Group & Job Status and pay accounts

Assigns a contract start date entered

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BUILD Option

Zeroes all contract-to-date figures from previous contracts Contract Amount paid Contract Amount earned Contract Amount Docked Contract Amount Due Days worked Pays paid Lump Sum Retro Dock Next Pay

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BUILD Option

Contract start Date: 1st day the employee is to be paid at new rate.

Contract stop date: Leave Blank or enter last day paid to pay BE CAREFUL!!

Selection Criteria:

Include Jobs of concealed employees? Y or N

Job Status: 1=Active 0=Inactive *=Both

Pay groups: Enter your pay groups you would like to update.

Press enter to continue the build based on your options:The employee new contracts will be placed in the MAINT screens

View, modify or delete any contract via the MAINT screen of NEWCNT

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Step 2/3: Safari /Excel

2. Safari Go into the MS-EXCEL and export the New Contract into Excel spreadsheet using SAFARI

3. Update the spreadsheet in Excel Change the Heading Names from Safari for USPS Import Format the Column for USPS New Contract Import. Save your spreadsheet in Excel as CSV and XLS format.

CSV is FTP to Reflections ALPHA Server to import into New ContractXLS – File can be used in MSWORD/ Mail merge to create Custom Salary Notices

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Step 4: “7” IMPORT

Step 5: Purge

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Purge can be run either after the last pay of last years contract is paid off, or purge before the last pay if the 1st working day on the new contract falls within the last pays payroll begin/end dates. Contact ACCESS for questions regarding when to purge.

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Things to Remember!New Contract Using MASCHG Mass Changing Pay Accounts

This option allows pay accounts to be mass changed from one account number to another.

The pay accounts from USPSCN/PAYSCN as wellas those that may be included in the NEWCNT/MAINT option will be updated by the program. Selection is based on matching the old payaccount number.

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Salary Notice Layout using EXCEL- MSWORD Mail Merge

Think Spring!!! Have a nice day...

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