PPMS User Group MeetingMay 29, 2008

Presented by Rita Lauzon

Control TablesProvide a framework for PPMS Consists of common codes and values used

throughout PPMSSystem (CIS) defined codes User (college) defined codesSome tables need to exist before others

DefinesProcessing criteriaCalculation factorsNames AddressesDefault values

Used toValidate data as it is entered Validate transactions Ensure processing integrity Store descriptive information for reporting Ensure consistency

Loaded into Memory at LoginPS9007 – Earnings Table PS9008 – Health Plan TablePS9009 – Leave Accrual TablePS9010 – Long Term Disability Plan TablePS9020 – Leave Type TablePS9023 – Pay Cycle Table

Loaded into Memory at Login - ContinuedPS9025 – Leave Transaction Table PS9026 – Employee Type TablePS9035 – Employee Job Type Table PS9038 – Personnel Action Table PS9039 – Race/Ethnic Table PS9041 – Retirement Plan Table

To Reload into MemoryPress F8 to return to Payroll/Personnel Menu

(PS0000), then press F2 (Reload Edit Tble)

-or-

Logout and log back in

PS9001–Institution Parameter Table RequiredCIS maintains 1 – 999Colleges maintain 1000 and aboveUsed in every module Stores constant values (college name)Defines custom fields

PS9002 – Deduction Table Required CIS and college maintained CIS maintains 1 – 399, but college can

change some fields Colleges maintain 400 and above

PS9002 Used toCreate and maintain deduction codesProcess payroll deductions Determine method of withholdingMake vendor paymentsRecord proper accounting entries

PS9003 – Tax TableRequired CIS maintained Identifies

Federal tax Earned Income Credit tax

Taxes taken by Pay Cycle Frequency and Marital Status

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

Reporting

PS9005 – Bank TableRequiredCollege 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)

PS9006 – Department TableRequired College maintained Associates employees, supervisors and

distribution codes to departments Identifies Payroll Distribution Location Codes

entered on PS0014 (Payroll Information Screen)

PS9007 – Earnings TableRequired CIS maintained Colleges can change some fields

PS9007 IdentifiesGross balances affected Calculation procedureHour balances maintained Dollar balances maintained Health priorityFinancial Aid Program Code (FAPC)

PS9008 – Health Plan TableRequired to process benefitsCIS maintained Identifies

Deduction codes Indicators used on PS0005Co-payment amounts and effective dates

Calculates co-payments for employees using indicators on PS0005 (Benefits Screen)

PS9009 – Leave Accrual TableRequired for Leave Accounting ModuleCollege maintained Identifies

Leave planType and method of leaveRate of accrualMaximum leave accrual

PS9010 – Long Term Disability Plan Table Required to process benefitsCIS maintained Identifies the rates for each waiting periodCalculates premiums using indicators on

PS0005 (Benefits Screen)

PS9011 – Administrative Function TableRequired CIS maintained Identifies administrative functions that

employee performsEntered on PS9004 (Job Class Table) for

exempt positionsUsed for Quarterly Staff Extract Used for IPEDS

PS9012–Bank Clearing House TableRequired for direct deposits and EFT’sCIS maintained Identifies transit number associated with

bankUsed for:

Direct depositsEFT’s for vendor payments

Verified with Federal ReserveBank also needed on PS9005 (Bank Table)

PS9013 – Pay Frequency TableRequired 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

PS9014 – Pay Scales TableRequired College maintained Used with PS9015 which contains the detail Used to:

Define pay scalesCan copy pay scales to create a new pay scale,

then run PS9102J to apply salary changesDelete pay scales

PS9015 – Pay Scale Range TableRequired College maintainedIdentifies pay scale range and step

salary/rate amounts Used by automatic salary increasesPS0003 uses for automatic salary calculationUsed in employee database consistency editsPS9014 must be built first

PS9016 –Savings Bond Price Table Required for processing savings bonds CIS maintainedIdentifies:

Bond typePurchase price Denomination

PS9017 – Deduction Calendar OptionalCollege 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

PS9018 – Position TableOptional College maintained Identifies authorized positionsUsed in:

Salary Forecasting Applicant Tracking

PS9019 – Employee CalendarOptionalCollege 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

PS9020 – Leave Type TableRequired for Leave Accounting Module CIS adds College can changeIdentifies:

Types of leave Leave balance typeLeave to dock when leave balance insufficientWhether leave is maintained by day

PS9021 – Skill TableOptionalCollege maintained Identifies skills or proficiencies Entered on PS5013 (Applicant Detail Screen)Can be entered in miscellaneous fields or

comments fields

PS9022 – Mail Stop TableOptionalCollege maintained Identifies mail stops at work locationsUsed in Employee Maintenance Used in Applicant Tracking

PS9023 – Pay Cycle TableRequired College maintainedIdentifies dates associated with each payrollPPMS uses dates to edit and process payrollsMust be built before:

Payroll is initialized Payroll transactions entered

PS9024 – Supervisor TableOptionalCollege maintainedIdentifies supervisor codes Allows for ad-hoc reporting to supervisor

levelCan be attached to a department

PS9025 – Leave Transaction TableRequired for Leave Accounting CIS maintained Colleges can changeIdentifies:

CategoryLeave type Whether leave should be posted to payroll

PS9026 – Employee Type TableRequiredCIS adds; Colleges can changeIdentifies:

Valid employee types Default medical/dental plans, leave, retirement

plansMethod for maintaining leave balances,

medical aid reporting, and employee history Number of months for automatic separation

PS9027 – Life Insurance TableRequired to process benefitsCIS maintainedIdentifies the rates by planFor optional coverage, calculates premiums

using indicators on PS0005 (Benefits Screen)

PS9028 – CUPA Administrative Function Table

Required for CUPA reportingCIS maintained Entered on the Job Class Table (PS9004)Used for the College and University

Personnel Association (CUPA) Survey

PS9029 – Dollar Balance TableRequired CIS maintainedIdentifies:

Valid dollar balancesPeriod for which each is maintained

Used for reporting at employee, institution, state, and federal levels

PS9030 – Educational Level TableRequiredCIS maintainedIdentifies education levelsUsed:

Employee Maintenance Government ReportingApplicant Tracking

PS9031 – EEO Category TableRequired CIS maintainedIdentifies EEO CategoriesUsed in government reporting from input on

PS9004 (Job Class Table)

PS9032 – EFT Vendor TableRequiredCIS maintainedIdentifies EFT vendorsEntered on Deduction Table (PS9002) by CISUsed for electronic funds transfers for vendor

payments

PS9033 – Handicap Status TableRequired CIS maintained Identifies handicap statusesUsed:

Employee MaintenanceApplicant TrackingGovernment Reporting

PS9034 – Hour Balance TableRequiredCIS maintainedIdentifies:

Valid hour balancesPeriod for which each is maintainedWhen and how to update balances

Used for reporting at employee, institution, state, and federal levels

PS9035 – Employee Job Type TableRequiredCIS maintainedIdentifies employee job types Used in the selection for government

reporting

PS9036 – Leave of Absence Reason Table

RequiredCIS maintainedIdentifies leave of absence reasonsUsed in the selection for government

reporting

PS9037 – Military Status TableRequiredCIS maintainedUsed:

Employee Maintenance Applicant TackingGovernment reporting

PS9038 – Personnel Action TableRequiredCIS maintainedIdentifies:

Personnel actionsWhether the personnel action requires a dateWhether the personnel action is updated to the

PS0020 (Employee History Screen)

PS9039 – Race/Ethnic Table RequiredCIS maintainedIdentifies race/ethnic codesDisplays on screens in:

Employee Maintenance Applicant Tracking

Used in government reporting

PS9041 – Retirement TableRequired to process retirementCIS maintainedEstablish and maintain retirement plansIdentifies:

Deduction codeRates for reductions and contributionsCurrent and 3 history rates with effective dates

PS9042 – Schedule Code TableRequiredCIS maintainedIdentifies:

Schedule codeTheir accrued payroll indicator

Third position of payroll schedule

PS9043 – Separation Reason TableRequiredCIS maintainedIdentify and maintain separation reasonsEntered on PS0001 (Employee Status Screen)When automatic separation is processed,

uses Separation Reason 40 (resignation – general)

PS9044 – Vendor Payment TableRequiredCIS maintainedCreate and maintain vendor payment

schedulesIdentifies payment dates by frequency and

days of floatNeeds to be built before PS9002 (deduction

Table)

PS9045 – Employer Cost TableRequiredCIS maintainedEstablishes employer costsUsed to override automatic distribution of

employer costsUsed on PS0019 (Employer Cost Distribution

Override Screen)

PS9046 – Work Study Split TableOptional College maintainedUsed to maintain work study account &

percentOnly splits subobjects entered in Institutional

Parameter 1300Overrides account code on PS0003 (Job

Account Screen)

PS9046 – ContinuedProrates:

Total gross payStaff monthsTime

Benefits charged to account on PS0003 or PS0013