PTR Phase 2 Payroll and Position. Objectives Continuation of goal to centralize/reduce dual entry...
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Transcript of PTR Phase 2 Payroll and Position. Objectives Continuation of goal to centralize/reduce dual entry...
PTR Phase 2Payroll and Position
ObjectivesContinuation of goal to
centralize/reduce dual entry transactions◦Position Management, PTR and PAR
Connect transactions that need to be done together at the time of entry.◦Ex: Retro calculated at time of
backdated transactionEnhance workflow and approvals
PTR Search Page ChangesAdding ability to search by PTR ID number
PTR Splash Page Changes
PTR Main Page ChangesTwo Tabs on PTR Main Page
◦First tab is for Job transactions ◦Second tab is for Payroll transactions Additional Pay Retro Payments Overpayments
PTR Main Page
Fields are open for change (formerly done through Position Management)◦ Standard Hours◦ Reg/Temp◦ Full/Part◦ Job Code
Updates made to these fields will only update job data and not position data
New salary will automatically calculate when FTE changes are made for exempt employees
Job Data Tab- FTE Change
Payroll Tab-Retro and OverpaymentRetro Payments will be automatically
calculated when backdated job transactions are entered
Transactions will be flagged for overpayment and require information to be entered if backdated transaction results in a decrease in pay
PTR Pay Data Tab (Retro/Addl Pay)
Additional Pay/Additional Pay Cancel
Additional Pay transaction can be done with a job transaction if it has the same effective date or it can be processed separately
Submit multiple additional pays in a single transaction-must have same effective date
Additional Pay Cancel will be required on Terminations and Retirements and some promotions, transfers etc.
Current Additional Pay Details are displayed
Workflow Changes New Process Monitor at bottom of PTR page to display
transaction progression through approval process Color indicators to distinguish approved (green),
returned (red), or not processed (blue) Ability to approve , return or cancel a transaction from
Worklist or PTR Main Page
Work List ChangesPTR ID added to Work ListNew Columns that displays what type of
transaction the PTR includes (e.g Job/Retro).Clicking on status allows you to view
individual status of each type of transaction
.
Position Management Front EndPosition Management additions/changes will
only require departmental approval.
Changes to Standard Hours, Reg/Temp and Full/Part that are made in position management will no longer flow to job. These attributes are changed via the PTR so no position management entry is needed.
Position Management and Job Data will not be kept in sync except for department code, location and reports to unless the department chooses to do it.