HR Information Systems (HRIS) Using CoreHR Personnel Payroll Go Live Roadshow
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Transcript of HR Information Systems (HRIS) Using CoreHR Personnel Payroll Go Live Roadshow
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PERSONNEL SERVICES
HR Information Systems (HRIS) Using CoreHR Personnel
Payroll Go Live Roadshow
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Introductions
Anne Harkness
Charles Morgan
Caroline Beadle
Esther North
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Payroll go live – impact
Change for Payroll team
Changes for departments
Second level salary approvals
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Payroll go live – further stages
End of November into December Existing departmental access to CoreHR screens remains as is New payslips and employee numbers New payroll costings reports Phased introduction of new format overtime/temporary payment
spreadsheet Payroll team transition from Midland Trent to CoreHR Changes to system interfaces & OPENdoor Phasing out Oxford pay group
From January 2013 New guidance on future payroll processing New overtime/temporary payment spreadsheet offered to more
departments
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Appointing and commencing – what and when? (1) Golden rules:
Commence the appointment to generate the salary approval
Approve before the admin cut off date
Future actions Future commencing appointments – only in the current payroll
month (at the moment!) No need to future date contract extensions
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Appointing and commencing – what and when? (2)Transfers
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Actual start date
Appoint
Appoint
Appoint
Commence
Commence
Commence
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What needs salary approval?
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Remember: check ‘next steps’ in the QRG
Salary approval No salary approval
New appointments (inc variable hours and regradings)
Allowances Additional increment(s) Amending multiplier (e.g. for
change of hours/sick leave half/ no pay)
Maternity leave return Unpaid leave Agency workers
Funding changes Contract extensions Leavers Changing personal data Changing job title Changing place of work Maternity leave start Ending allowance
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Salary Changes and Approvals
Rehires remain dormant View Position History Screens Second Level Approval Mistakes and Fixes and
Backdating Salary changes
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Re-hires – Employee Search
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Re-hires - Salary Approvals
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View Position History Screens
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Salary Details Button
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Allowances
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Allowances – Salary Details Button
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Rate of Pay changes
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Second Level Approval
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Second Level Approval – New Starter
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Mistakes and Fixes and Back dating
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Mistakes and Fixes and Back dating
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How will I know?
Staff requests Auto-notification email Sent to the staff request approver
Salary approvals No email On screen prompt when you log in
Rejected salaries Automatic email Sent to person who entered the salary change
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Rejected Salary email
Personnel No : 2341783 Caroline Qa Test 1 Salary Type : PRIM Date Effective : 14-SEP-12 Rejecter username : ADMN2422 Rejection reason : reject test Rejection Date : 28-SEP-12
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Cost allocations Terminology Description in Portal Search using wild cards use wildcards (%) around parts of the
cost centre you know e.g. %JX% Activate new codes with 1p journal Don’t backdate changes to cost allocations in Personnel
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Oxford name (GL) Oxford name (project) Core field name
Cost centre e.g. BK0000
Project numbere.g. BKRBDA0 Cost centre
Activitye.g. 00 (default)
Taske.g. 1 Project code
e.g. 00/A1001 or 1/RBDA0Source of fundse.g. A1001
Awarde.g. RBDA0
% split % split %
Funding end date Funding end date Effective dates
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Payslip address
Home, Work (Location) or ADDLAB ADDLAB – alternative, non standard work address Default: Location Email Payroll to change
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Casuals All casual workers and casual teacher up to 12 weeks: casual
payroll form to Casual Payroll team Casual teachers more than 12 weeks: choose – form or on
system (use QRG PA3). New appointments for existing casuals: transfer, additional or
rehire? Ending the appointment
As soon as possible
Email Casual Payroll team
Coming soon auto-enrolment
pay group 10 clean up
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Recent changes and reminders
End of appointment payments (e.g. Holiday or redundancy payment)
NOT allowance
Additional Instructions for Payroll (UDF)
Back dated regradings Only pay back dated NOT appointment and contract
Use salary comments for pay effective date
Work in real time – avoid the payroll admin cut off rush! Always use the relevant QRG
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Questions
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