PAYROLL Roadmap

Session Intention₮ To be successful, you have to have your heart in your business

and your business in your heart – Thomas Watson

₮ Confirm 2014/2015 programming and support activity₮ Review what customers are using and briefly highlight those

success and challenges₮ Highlight our best accomplishments for this past year₮ Talk about top customer concerns₮ Statement for 2015/2016 goals

PAYROLL Roadmap₮ Last EMS Core release September 2014

₮ 150+ enhancements, 11 new features₮ Previous year 340+ enhancements, 46 new features

₮ EMS Web Releases May 2014 – March 2015₮ 55 Web Employee Connect enhancements

₮ Previous year 88+ enhancements₮ 60+ Web Admin Connect enhancements

₮ Previous year 145+ enhancements₮ 3 Web Job Connect enhancements

₮ Previous year 20+ enhancements

#EMPS ELIGIBLE

EMSTAT=Y

#EMPS PAID

FEB/15

Emp Connect 2014

>01/01/14

Emp Connect 2015

>01/01/15

Invalid Signons

2015

Admin Connect 2015

>01/01/15

% EC 2015/Paid

EC 2014 vs 2015

*signon instructions ?* upper/lower ?

SD72 932 796 715 724 3,335*Upper&hotmail

*** *still using adminsignon

90.95 +9 Signon Emp Connect

DELTA 2,790 2,257 1,732 2,070 12,138 *** *still using adminsignon

91.71 +338 Signon Emp Connect

SD23 3,192 2,829 2,836 2,922 5,263 260 100.00 +86

FMPSD 988 689 783 781 3,641 87 100.00 -2

BSD 1,614 1,433 1,471 1,514 5,666 168 100.00 +43

SDML 589 526 520 544 6,560 *** *still using adminsignon

100.00 +24 Signon Emp Connect

RETSD 3,373 2,596 2,178 2,244 9,605 299 87.34 +66

SOSD 2,464 1,919 1,810 1,900 11,709 *** *still using adminsignon

99.00 +90 Signon Emp Connect

WSD 7,968 5,690 5,352 5,656 20,202 *emp#,netid

255 99.40 +331

TMSD 320 239 230 245 430 36 100.00 +15

PLPSD 800 574 523 538 4,176 65 93.72 +15

ISD 808 636 527 558 2,387 73 87.74 +31

HSD 1,429 1,248 1,097 1,137 4,787 111 91.10 +40

LSSD 1,101 960 924 958 4,841 104 99.79 +34

EIS.556

#EMPSPAID

MAR/15

Average Docs Per

Employee

“T4”2014

TotalImages2015

Total Images

2014

2014 vs.2015H/R

Total HR Images

Total Payroll Not T4 Docs

ViewedALL

% Notes

SD72 796 10.2 1,062 8,136 6,617 +1,519 2,859 259 4,605 57 TD1,Bankinfo,CPT30,pension…

DELTA 2,257 9.9 3,157 22,342 17,418 +4,924 6,993 0 7,915 35

SD23 2,829 8.1 4,002 22,785 18,743 +4,042 254 2 18,006 79 Mostly T4

FMPSD 689 61.9 917 42,624 35,640 +6,984 26,455 11,174 33,447 78 TD1,cpt30,timecards,saladj

BSD 1,433 38.5 1,903 55,210 46,681 +8,529 41,514 2,875 25,436 46 Salary verify, mat leave,requstinfo

SDML 526 34.5 740 18,146 13,788 +4,358 8,705 5,624 8,934 46 Overtime,saladj,vacation,pension

RETSD 2,596 24.5 3,956 63,664 51,361 +12,303 24,013 3,034 20,969 33 Emg contact, Garnishee, saladj

SOSD 1,919 28.5 2,849 54,780 37,928 +16,851 33,041 7,622 27,707 51 Grouplife,pension,TD1,bank,adj

WSD 5,690 23.4 9,490 133,363 103,818 +29,545 80,808 0 68,413 51

TMSD 239 23.8 351 5,682 4,475 +1,207 3,190 592 1,663 29 TD1,schedule,payout,adjust

PLPSD 574 25.5 689 14,643 10,996 +3,647 10,350 1,728 6,886 47 TD1,saladj,allowance,payout

ISD 636 5.1 871 3,247 1,128 +2,119 1,458 170 2,109 65 History card

HSD 1,248 14.2 1,656 17,660 8,280 +9,380 11,137 3,515 6,813 39 TD1,Bank,payadj,vac,etc.

LSSD 960 3.5 1,281 3,354 1,524 +1,830 1,281 0 2,538 76 Mostly T4

PAY.324 Emerg Abs Wrk Shop

Job Post

Benef Deduc

Pre Tim

Benef

Lev Req

FMS Chq

Sub Cas

Pay roll

Dir

P/W Eval

PD Cert

Inj W/O

SD72 Y L Y L(32) L Y L SFE L L Y L LDELTA Y L Y Y L(1) L L SFE L L Y L YSD23 Y L Y L(0) L L Y L SFE L L *AD LFMPSD Y L Y Y L Y L Y L L Y L L YBSD Y L Y Y Y(53) Y L Y L Y Y Y YSDML Y L Y Y L(30) L(all) Y L Y L Y Y Y L YRETSD Y L Y L(67) L Y L ASP L Y Y Y YSOSD Y L Y Y L(35) Y L YASP L Y Y Y L YWSD Y L Y Y L(14) L Y ASP L Y L L YTMSD Y L Y L Y L Y YPLPSD Y L Y Y L(32) Y L Y L L Y L YISD Y L Y Y Y L Y L L Y Y LHSD Y L Y L(31) L(bus

dY L Y L L Y L

LSSD Y L Y L(63) Y L Y L Y Y Y L

Letters Leaves Online Apply Workshop PRO.300F11

E-folders Position Control

Web Forms Bulletin Board

SD72 Yes Yes Yes Yes Yes Yes(26)

DELTA Yes Yes Yes Yes Starting Yes(3) Yes(9)SD23 Yes Yes Yes Yes(25)FMPSD Yes Yes Yes Yes Yes Yes Yes Yes(25)BSD Yes Yes Yes Yes Yes Yes Yes Yes(60) Yes(60)SDML Yes Yes Yes Yes Yes Yes Yes Yes(10) Yes(100)RETSD Yes Yes Limited Yes Yes Yes Yes(110)SOSD Yes Yes Limited Yes Yes Yes Yes Yes(35) Yes(20)WSD Yes Yes Yes Yes Yes Yes Yes Yes(30) Yes(100)

TMSD Yes Yes Yes Yes Yes(50)

PLPSD Yes Yes Yes Yes Yes Yes Yes Yes(8) Yes(60)ISD Yes Yes Starting Yes Yes Yes Yes(15)HSD Yes Yes Yes Yes Yes Yes(12) Yes(130)LSSD Yes Yes Yes Yes Yes(5) Yes(13)

Auto Jobs₮ Auto Build Sub Records from Approved Leaves₮ Auto Build Leave Requests from Approved Workshops

EMS Lvs Bld Sub

Email Eval Due

Build Dist Lists

Job Post Subscr

Email Rec Lves

Email/Bld Wrkshp

EC PassWd

IT Chgs

Email Inj to Rvw

Upload Email

SD72 Yes Yes Yes

DELTA Yes Yes Yes

SD23 Yes Yes Yes + Yes

FMPSD Yes Yes Yes Yes Yes Yes

BSD Yes Yes Yes Yes Yes Yes + Yes

SDML Yes Yes Yes Yes Yes Yes

RETSD Yes Yes Yes Yes Yes Yes Yes

SOSD Yes Yes Yes Yes Yes Yes Yes

WSD Yes Yes Yes Yes Yes

TMSD Yes Yes Yes

PLPSD Yes Yes Yes Yes Yes Yes

ISD Yes Yes Yes Yes Yes

HSD Yes Yes Yes Yes Yes Yes

LSSD Yes Yes Yes Yes

Question₮ What takes you too much

time ?₮ If I could change something,

the first thing I would do is ?₮ I am expecting a list from

each and every customer.

CIMS Core₮ All definitions changed to Upper/Lower case₮ EME.900 is a wonderful tool

₮ PDF or Excel, Indent right, F4, distribution list₮ PAY.345 Payroll Employee Information

₮ Indexs are really helpful – mass change opportunities₮ F18 F6 - F17 F6 position to date really helpful

₮ PAI.600M Payroll Processor₮ Highlights and RED hep reduce errors

₮ PAI.710 ROEs simplified ₮ WEB validator – most helpful ?

₮ Delete Single Employee from Direct Deposit/Debit file PAY.684

CIMS Core₮ Timecard new option PAY.407 (Thursday)

₮ Validating/authorizing time missed/worked PAY405₮ Employee T4, T5, T2200 (Thursday)

₮ New OPAI810A to print all emps, status and T4WEB₮ PAI.822 T2200 new build option (efile)₮ PAI.812 T5 overlay and efile options added

₮ Constant changes to Leaves/Workshops which directly influence SUB records (Wednesday)

₮ Constant changes to AESOP and SFE upload/downloads as they also complicate creating the perfect SUB records

CIMS Core Reports₮ Formats on almost all report requests – use them₮ I can’t find a report ? (Wednesday – report writer)

₮ Report selections AT (H/R) or Job code/Assignment (PAY)₮ PAI.804 note: ?? On deduction code₮ *Current* for absence reports₮ Download File options

₮ EIS.564 Leaves vs. Sub records – watch dog for both payroll and H/R. Tuned up to identify errors, warnings, cancelled leaves

₮ SUB.987 New option to check for Duplicate sub records

CIMS Core BC₮ Formats added to SuperAnn build … use them to reduce errors₮ BCP.827 SuperAnn Listing MUCH improved .. All queries should be

replaced with this option

CIMS Core MB₮ MAN.515 New option Build MTS Monthly remittance file

₮ Note: F11 selection for active and on leave₮ MAN.838 Build Monthly TRAF File new option to compare to

previous month (mark *DIFF)₮ Note: September 2015 TRAF deduction amount to be based on

days in the working month NOT on what they are getting paid

Employee Connect₮ Your communication tool to ALL employees !

₮ Communication in both directions (from and to you)₮ HELP tab improvements₮ Folder tab highlights proper T4 and message for > 1 T4₮ Constant adjustments to Absence bank balances for readability₮ Employee Connect sign on ONLY – NO direct AC or TC

₮ *new* Early access with hotmail/gmail address₮ Payroll tab *Click on description*₮ TD1 tab completely changed₮ New Forms/Links/Documents/URLs … PAY.323₮ New forms requiring response .. PAY.328₮ New Hire Tab₮ Employee leave entry – constantly tuned up₮ District and workshop calendar hover/click and color

Admin Connect₮ Your communication tool to Admin and Support Staff!

₮ Communication in both directions (from and to you)₮ Understand how it helps support Admin and support staff₮ Understand how it helps you as a payroll person₮ HELP tab improvements₮ New Staff Absence Calendar₮ Employee absences (order of columns, fiscal balances,prints)₮ Employee folder – view and attach₮ EMAIL employee option₮ Staff Reports tab and attach options₮ Staff Allocation – solve all accounting issues₮ Sub records responsible for all absences and casual pay

2015-16 Major Focus ₮ Documentation

₮ Take Two HELP and online documentation₮ Customer internal documentation of process and procedures

₮ Training₮ Webinars, online videos, customer visits

₮ Simplify Procedures (reduce errors and time)₮ Be Structured in Balancing & Use system features₮ Reduce manual and duplicate entries₮ Still on the list

₮ Mobile App for employees to book their urgent leave₮ Mobile App for administrators to approve leaves₮ Thinking about an online sub booking module … SFE,AESOP

**Think about your priorities/goals and bring those thoughts to the Payroll Forum