Transcript Document

Agenda:
Review the Payroll portion of the Agenda
New releases and Updates
Training and Help
Some really cool statistics across all districts
Best changes to Core Setup Options
Best changes to Core Maintenance Options
Best changes to Core Reports
Best changes to Employee Connect
Best changes to Admin Connect
Goals and Directions
Smartfind/AESOP – optional Third Party Sub Call
ALSO: Thursday Roundtable 8:30am – 11ish. Customer opportunity to
network and review/prioritize our in list! ** Moderator?
Last EMS Core Release August 2013:
 450+ enhancements, 37 new features
… Previous Year 340+ enhancement
… Previous Year 46 new features
EMS Web Releases May 2013 - April 2014
88+ Web Employee Connect enhancements
… Previous Year 73+ enhancements
145+ Web Admin Connect enhancements
… Previous Year 135+ enhancements
15+ Web Job Connect enhancements
… Previous Year 20+ enhancements
7 Webinars (Release, customer requested)
100+ Forum Updates (lots more than last year)
11+ Online Videos … a Great Resource!
All webinars are recorded and available online
T4’s, How to’s for ROEs, How to’s for Sub Search
** In Thursday Priority Session – confirm what webinars
we should be offering in the next series!
HUGE E/C Use Improvement but are
these largely just for viewing T4’s?
** MORE MORE!
EC
2013 +
963
808
655
715
88.5
+60
DELTA
2642
2401
1474
1732
72.1
+258
SD23
3254
3045
1633
**
**
**
974
784
746
783
99.9
+37
1599
1505
1430
1471
97.7
+41
SDML
581
540
505
520
96.3
+15
TMSD
376
270
227
230
85.2
+3
PLPSD
811
589
515
523
88.8
+8
SOAKS
2449
2054
1798
1810
88.1
+12
RETSD
3385
3067
2169
2178
71.0
+9
WSD
8012
7085
5459
5352
75.5
-107
943
650
415
527
81.1
+112
HSD
1472
1317
715
1097
83.3
+382
LSSD
1276
988
N/A
924
93.5
EMSTAT=Y
SD72
FMPSD
BSD
ISD
EC Signon >
01/01/13
EC
2014 +
%
#EMPS
PAID
MAR/14
#EMPS
ELIGIBLE
EC Signon >
01/01/14
EC2014/
Paid
EC
2013 vs.
2014
Notes
Uses Active
Directory
How many T4’s
Are you printing?
<200 ???
New PAI.831 to mass
build T4WEB=Y
New to CIMS
#EMPS
PAID
MAR/14
Avg
Docs/
Empe
Viewed
ALL
%
808
8.2
1000
212
2286
6617
+1553
3629
55
DELTA
2401
7.3
3207
0
4919
17418
+5561
5255
30
SD23
3045
6.2
3851
2
212
18743
+3906
15340
82
784
45.5
960
9773
21218
35640
+7964
28687
80
1505
31.0
1945
2388
32708
46681
+12325
18802
40
SDML
540
25.5
750
4218
5839
13788
+4918
6196
45
TMSD
270
16.6
373
448
2577
4475
+1619
1275
28
PLPSD
589
18.7
701
1335
7535
10996
+4376
4962
45
S OAKS
2054
18.5
2971
2938
22542
37928
+14299
18934
50
RETSD
3067
16.7
3892
1046
16024
51361
+10357
14153
28
WSD
7085
14.7
9278
4112
55421
103818
+23898
48468
47
650
1.7
831
0
297
1128
+1123
732
65
1317
6.3
1681
1765
4830
8280
+8279
3328
40
988
1.5
1262
0
262
1524
+1524
1207
79
EIS.556
SD72
FMPSD
BSD
ISD
HSD
LSSD
T4
2013
PAY
ALL
Not T4
H/R
Total
ALL
Images
ALL
Images
2013
Vs.
2014
Notes
MostlyT4s
Incredible!!
MostlyT4s
Letters
Leaves
Online
Apply
Workshop
YES
PRO.300
F11
E-folders
YES
YES
YES
Bulletin Board
YES
DELTA
YES
SD23
YES
YES
FMPSD
YES
YES
YES
YES
YES
YES
YES
BSD
YES
YES
YES
YES
YES
YES
YES
TMSD
YES
YES
YES
YES
SDML
YES
YES
YES
YES
YES
YES
YES
YES
YES
PLPSD
YES
YES
YES
YES
YES
YES
YES
YES
YES
RETSD
YES
YES
Limited
YES
YES
YES
S OAKS
YES
YES
Limited
YES
YES
YES
YES
YES
YES
WSD
YES
YES
YES
YES
YES
YES
YES
YES
ISD
Starting
YES
YES
YES
HSD
YES
YES
YES
YES
LSSD
YES
YES
YES
YES
YES
YES
Web
Forms
SD72
YES
YES
Position
Control
YES
YES
YES
YES
YES
YES
YES
YES
YES
This is what is defined for Employees to see/do in EC
PAY.324
Emerg
ency
Abse
nce
Work
Shop
Job
Post
Benef
Deduc
Pre
Tim
L(32)
L
Be
nef
Lev
Reqs
FMS
Chqs
Y
Sub
Cas
Pay
roll
Direc
tory
Pass
word
Eval
uate
PD
Cert
L
L
L
Y
L
L
L
L
L
Y
L
L
L
*AD
L
SD72
Y
L
Y
DELTA
Y
L
Y
Y
SD23
Y
L
Y
Y
L
L
Y
L
FMPSD
Y
L
Y
Y
L
L
Y
L
Y
L
L
Y
L
BSD
Y
L
Y
Y
Y
L
Y
L
L
Y
Y
TMSD
Y
L
Y
L
Y
L
SDML
Y
L
Y
Y
L(30)
Y
L
Y
L
L
Y
Y
PLPSD
Y
L
Y
Y
L(0)
Y
L
Y
L
L
Y
L
RETSD
Y
L
Y
Y
L
L
L
Y
S OAKS
Y
L
Y
Y
L(26)
Y
L
WSD
Y
L
Y
Y
L(14)
ISD
Y
L
HSD
Y
L
Y
LSSD
Y
L
Y
L (0)
L
L
L(62)
L
Y
L
L(30)
L
L
Y
L
L
Y
Y
L
L
Y
L
L
Y
L
L
Y
L
L
Y
Y
L
Y
L
L
Y
Y
L
Y
L
L
Y
L
Y
L
Nighly Jobs happening automatically
EMS
AUT002
AUT150
AUT30
4
SD72
AUT316
AUT320
AUT321
Yes
DELTA
Yes
SD23
Yes
SD83
AUT331
PAY814
PAY815
Yes
Yes
Yes
Yes
Yes
N/A
Yes +
Yes
Yes
Yes
Yes
FMPSD
Yes
Yes
Yes
Yes
Yes
SDML
Yes
Yes
Yes
Yes
Yes
BSD
Yes
Yes
Yes
Yes
Yes +
TMSD
Yes
PLPSD
Yes
S OAKS
Yes
RETSD
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
ISD
LSSD
Build Sub
Recs from
Leaves
Build Distr
lists for
Outlook
Email Job
Subscriber
re
postings
Email admin
about
unappr
leaves
Yes
Yes
Yes
WSD
HSD
Yes
PAY904
Build
wshop file
Email
unappr
wshops
Yes
Build
emp file
Load emp
email addr
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Use Upper/Lower for titles whenever you can SUB.011
Folder setup EIS.122 & descriptions EIS.213 for quick scanning
Use generic message codes PAY.120 .. EIS.564 PAY.525 etc.
PAY.110 “C”hange is allowed .. Used by SUB.990 AUT002 PAI.605
PAY.405 PAY.505 etc.
 PAY.121 Absence code “magic” gone .. Check out new options.
 Also expanded month accrual for VACaction (PAY.831)
 PAY.124 Job code now has “CAS job code” .. More magic gone
 Note: Payroll Options and Codes menu PAY100
 Note: KISS theory .. Too many codes complicate processes
 PAY.345(3,6,7) EIS.380(3,8) Very useful indexes
 Annual Salary, Annual Grid and Annual Salary without benefits (MB)
 F6 exit status is terminal (careful)
 PAY.408 Timecard Maintenance – “P” to change date or job code
 SUB.001/2 Sub record maintenance displays leave information
 Leave pass notes for booking clerk and notes for sub/casual
 PAI.600M Payroll Processor – OCSD691 customized for each division
 OPAI631D OPAI633A keys for auto docks, etc.
 PAISTAT errors removed
 Timecard record lock now 2nd last step (then OPAI641) .. Limit problems
 Absence Reports
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

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PAI.504 Find Me Who for absences – Limit to AUTO DOCK
PAY.401,2,5,6 Pre-Printed Timecards all now indicate “S”tat (PAY.110)
PAI.532 Download Absence Details to excel **session on this Wed 3:45pm
PAI.509 Absence Liability Report/File – added dates and balances (PAI.507)
 Pay Reports





PAY.796 Summary YTD Pay Listing – includes # of employees (stats can)
PAI.505 Added formats
PAI.508 New Employee Listing - New file (Service Canada Report on Hiring)
PAY.505 Teacher Increment Calculation *New*
PAY.593 Sub/Casual Time Worked History by Account *New*
 Great for who has been charged to my school (River)
 PAI.180 T4s new warnings for EI=0 CPP=0 (paid>3500)
 Removed 300 employee summary pages
 Deduction Reports
 PAY.796 Summary YTD Pay Listing – includes # of employees (stats can)
 PAI.804 Deduction Listing – allows ??, benefits, additional addenda and will
now print # bonds/units example: EI and EI rebate amounts
 PAI.507 Life Insurance File – added FTE (does it need more ?)
 PAI.643 Deductions Annual Download File - *New
 Other Reports
 EIS.538 Leave Request report to find LWOP, etc.
 POS.997 POS.501 POS.505 Staff Allocation Listings tuned up
 Cleanup Functions
 EIS.731 Reset Employee Connect sign-on information *New
 EIS.916 Auto build leave reqs from Sub records (PLPSD LAYOF) *New
Goal: Not have to manually update with staff re:
review and re-submit of their TD1’s
• An employee hands in his TD1 if it is not basic –
scan/browse/attach Or at minimum browse/attach
unusual TD1’s
• Each year(s) or whenever you wish for employees to
confirm their TD1
• PAY.712 Reset TD1 Tax Category – Will add a TD1Tax category to
non-basic TD1 people … PRO.525 to email them to look at in their
efolder – confirm and/or submit a new one.







New Signon Help Video
New Signon screen using Active Directory (Kelowna)
Log for all Employee connect signon attempts
All tabs now have a drop down with full description
All pages now reflected with <Previous> <Next> (not 1 2 3)
Employee Directory enhanced for ALL numbers (office, device, cell)
Constant adjustments to leaves (default stop date, multiple day
window, sub clerk info, sub comments, etc.)
 Major Workshop Calendar enhancements (full search,case sensitive)
 Workshop apply (customize email, sub required, etc.) – required to
auto build leave request
 New District Calendar – new events POS.350







All tabs now have a drop down with full description
All pages now reflected with <Previous> <Next> (not 1 2 3)
All calendars and date windows look and work better
Employee reports allow payroll to attach Payroll Backup
Employee reports allow payroll to attach PAY.327 attachments
Major enhancements to staff allocation tab
Constant adjustments to leaves (default stop date, multiple day
window, sub clerk info, sub comments, etc.)
 FMS.324 can block delete of sub records (if sub assigned)
 Sub records now listen to RES.000 job code restrictions (EAs)
 Document
 Simplify Procedures (reduce errors and time)
 Be structured in balancing & use system features
 Reduce manual & duplicate entries
 Maximize employees online
 Maximize admin & clerks online
**Think about your priorities/goals and bring those
thoughts to the Payroll Forum