PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group...
Transcript of PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group...
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PREPAYS:The good, the bad, and the ugly
PPMS Users Group
Spring 2016
Jim Craswell
![Page 2: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/2.jpg)
PPMS Prepay process: A rule driven system that moves employee money from net pay to a prepay account. Completely automated,…. except for when it’s not.
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 3: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/3.jpg)
PPMS Prepay process: A rule driven system that moves employee money from net pay to a prepay account. Completely automated,…. except for when it’s not.
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
• The Good = Process rules defined by PS9017 Deduction Calendar
• The Bad = Exception rules defined by PS9017 Deduction Calendar and PS0021 Employee Ded Cal
• The Ugly = Manually processing Prepays via PS1010
![Page 4: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/4.jpg)
Prepay process
PS9002 Deduction Table
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 5: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/5.jpg)
Prepay process
PS9017 Deduction Calendar
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 6: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/6.jpg)
Prepay process
PS008 Deduction Balance
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 7: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/7.jpg)
Prepay process
PS9017 Deduction Calendar
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
Prepay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
Note: PPMS will always seek to deduct from a prepay balance first before taking from net pay.
S5 Pay cycle = PTF
![Page 8: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/8.jpg)
Prepay process
PS1315 Test Payroll
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
Per the PS9017 Ded Calendar rule: the 6B takes 3 Prepays, then pays out 1, for a net prepay add of 2.Net Prepays:
06a 3 prepays06b 2 prepays
5 total x 42.00 = 210.00
![Page 9: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/9.jpg)
Prepay process
PS9017 Deduction Calendar
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 10: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/10.jpg)
Prepay process
PS9017 Deduction Calendar
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 11: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/11.jpg)
Prepay process
PS9021 Employee Deduction Calendar
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 12: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/12.jpg)
Prepay Management
DataX PS0021R
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 13: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/13.jpg)
Prepay Management
Cyclical Spreadsheet from HR
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
![Page 14: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/14.jpg)
Prepay Management
Cyclical Spreadsheet from HR
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar
What I’d like to do1 rule to cover all Cyclical EE’s
= Good
![Page 15: PREPAYS: The good, the bad, and the ugly€¦ · The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell. PPMS Prepay process: ... 2020 winter PrePays 101 2016 Author:](https://reader034.fdocuments.in/reader034/viewer/2022042404/5f1b90ae9ee61e1e636e869c/html5/thumbnails/15.jpg)
Prepay Management
PS1315 Test Payroll
Employees Paycycles
PS0014S1,S2,S3,S4...
Deductions
PS0002Deduction Table
PrePay Rules
PS9017Ded Calendar
PrePay Account
PS0008
PPay Exceptions
PS0021Employee DedCalendar