Administrator Monthly Meeting
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Stewardship Finance Human Resources Payroll Monthly Administrator Meeting 2021 October 1
Transcript of Administrator Monthly Meeting
Stewardship Finance Human Resources Payroll
Monthly AdministratorMeeting
2021 October
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Office for Stewardship
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Manny AguilarDirectorPhone: (858) [email protected]
Mary Lopez Administrative Assistant Phone: (858) 490-8280 [email protected]
Grace Perfecto Administrative Assistant Phone: (858) 490-8249 [email protected]
Stewardship Resources
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Stewardship Resource Center
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• Books
• Webinars
• Ministry Websites
• Resources in Spanish
• Recursos de Corresponsabilidad en Español
Office for Stewardship
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• Annual Catholic Appeal – ACA• Resources available in English and Spanish
• IRA Charitable Contribution
• Stock Donation
• Bequest Information
• Special Collections • Find the Search icon• Type in “Special Collections”• Click on Diocesan Policy Handbook Index• Click on 9. Special Collections for list and dates
Finance
▪ IRS Notices
▪Diocesan Assessments
▪ Student Head Tax
▪Multi-Peril Insurance Billing
▪ Property Tax
▪Union Bank ▪ VISA Card▪ Information Reporting
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GardaWorld
▪Contact Stephanie Fullerton with request, questions or issues
▪ Stephanie Fullerton ▪ (858) 490-8393 ▪ [email protected]
▪Reminder: Holiday Schedule ▪ Must submit request 4 Weeks in Advance ▪ Email Stephanie Fullerton with service reschedule/cancel request
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Human Resources
▪ Sexual Harassment Training Reminder
▪Reference Checking – Applicants
▪COVID Positive Reporting
▪Open Enrollment – Save the Date!
▪ Leave of Absence
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Mandatory COVID Reporting
COVID reporting for Workers Compensation
▪New Form to report COVID cases
▪ Report ALL employee Positive COVIDcases
▪ Send form to Fabiola Pasten-Mendiola at [email protected]
▪ Schools may have additional reporting requirements
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Open Enrollment – Save the Date!
▪November 1 – November 30▪ Open Enrollment is the time to enroll, decline, add dependents,
and review benefits & beneficiaries▪ Time to Re-Enroll in FSA▪ No Plan Changes▪ Small increase to premiums▪ Open Enrollment Packets scheduled to be mailed on October 27th
▪ Zoom meetings will be scheduled▪ More information to come!
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FMLA CFRA ADAA Personal
Eligibility:Worked 1250 hours in last 12 months
Job Protected Time off:• Care for own serious health condition• Own disability due to pregnancy/childbirth• Bonding with newborn, newly adopted/foster child• Caring for family Member with serious medical
condition• Qualifying exigency
• Employee’s spouse• Parent• Child under age 18
unless unable to care for self due to mental or physical disability at time of leave
• Employee’s spouse• Domestic Partner• Parent• Parent-in-law• Child at any age• Grandparent• Grandchild• Sibling
Eligibility:Employed & “disabled”
Medical Certificate Required
Job Protected?Requires modifications to existing leave policies and providing leave when needed for a disability, even if the employee has exhausted leave provided by employer (including workers' compensation, CFRA, or FMLA)
Up to 12 weeks*
For own serious medical condition
Interactive Process
No set length of time
30 Days(during any 12 Month Period
after 12 months of continuous employment)
At Parish Discretion
No Guarantee Reinstatement
Doctor Release Required prior to return if leave was for own medical reasons
Leave of Absence – Type of Leave UPDATE This slide has been revised.
Leave of Absence
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Time Off (Type of Leave)
FMLA
CFRA
ADAA
Personal
Other
Wage Replacement (Pay while on Leave)
EDD Disability
EDD Paid Family
Sick Time
Vacation Time
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Employee notifies they are ill or needs time off (pregnancy, ill family member,
other).Location Admin provides Employee
with Leave Request form.Employee provides request form (and
medical certificate, if applicable) to Location Admin.
Location Admin will place employee on “leave” in Paylocity and send
completed Request form to Matt Habana.
Matt will track FMLA/CFRA leave & will communicate with Location Admin any
issues. He will also inform Location of 12
weeks of benefits ending.
Matt Habana processes the legally required leave letters and notices –
sends to employee and copies Location Admin in the email.
Location Admin is responsible for paying employee sick/vacation &
coordinating pay with SDI/PFL
Location Admin will coordinate with employee benefit payments (if
applicable). They will also keep in contact with employee.
Before Employee returns, they will need to submit a release from doctor (if out for medical reasons). Location Admin
will provide release to Matt Habana.If accommodations are required, Matt
will work with Location Admin.
If Employee requires more time off beyond 12 weeks of FMLA/CFRA, Matt
will guide Location on next steps.
If Employee returns to work, Location Admin will notify Matt & save all leave documents in employee’s medical file.
Matt will close employee’s file.Location Admin will place employee on
“active” in Paylocity.
Leave of Absence Process UPDATE This slide has been revised.
Benefits During Leave
First 12 weeks
(FMLA/CFRA)
• Benefits continue• Employee pays Employee Portion of Premium
Second12 weeks of
Leave
• Benefits can continue• Employee pays Employee and Employer Portion of Premium
End of 180 days (6 months)
• Employee Separates – Continuation of Benefits can be offered 102% of premium for 6 months
• Employee does not separate – Benefits end at the end of the month Employee was covered
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Payroll: Leave of AbsenceFor Locations on Time & LaborEntering Sick Leave for EE on LOA collecting State Disability
▪ Hourly (Non-Exempt)▪ 7 Day Waiting Period ▪ Calculate Employees Daily Hours at 40% ▪ Cycle Standard Hours X 40% ÷ Regular Days Worked within Pay Period = Daily Hours at 40%▪ Example: 80 X 40% ÷ 10 Days Worked = 3.20 (40% of Daily Hours)
▪ Enter Hours into Employee Timecard
▪ Salary (Exempt)▪ 7 Day Waiting Period ▪ Calculate Employees Daily Hours at 40% ▪ Cycle Standard Hours X 40% ÷ Regular Days Worked within Pay Period = Daily Hours at 40%▪ Example: 80 X 40% ÷ 10 Days Worked = 3.20 (40% of Daily Hours)
▪ Choose option A or B to pay employee
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Pay Option B: 40% of Salary Salary X 40% = 40% of Salary Example: $2,600 X .40 = $1,040.00
Pay Option A: Hourly Equivalent Salary ÷ CSH = Hourly Rate Equivalent Example: $2,600 / 80 = $32.50
Reminders
▪ Flocknote – Administrator Communications▪ To ensure you receive emails, please add [email protected] to your
email address book or safe senders list.
▪ COVID Reporting ▪ Contact Fabiola Pasten-Mendiola at [email protected]
▪ Sexual Harassment Training▪ Please complete training before end of October.▪ Questions? Contact Fabiola Pasten-Mendiola at [email protected]
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Upcoming Meetings
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10/21/2021 1099 Workshop via Zoom 10:00 a.m. Refresher workshop to prepare for 1099 processing
10/21/2021 School Administrator Meeting: FACTS 2:00 p.m. Demo session of FACTS Application and Enrollment Module
11/10/2021 Monthly Meeting via Zoom 10:00 a.m. Topics: Open Enrollment, Year-End Deadlines, Holiday Hours
12/09/2021 Quarterly Meeting9:30 a.m. In Person Meeting at Pastoral Center
