Goals of this Session:

Core and Web Release InformationCustomer StatementsBest AddsGoals and Direction

Payroll Road Map

EMS Core Release August 2012: 340+ enhancements (100 Waiting) , 46 new features… Previous Year 320+ enhancement… Previous Year 31 new features

EMS Web Releases April 2012 - April 201373+ Web Employee Connect enhancements

… Previous Year 45+ enhancements

135+ Web Admin Connect enhancements… Previous Year 130+ enhancements

20+ Web Job Connect enhancements… Previous Year 30+ enhancements

Payroll Road Map

Customer Statements#EMPS

ELIGIBLEEMSTAT=Y

#EMPSPAID

FEB/13

EC2011+

Historical

EC 2013 +EC Signon >

01/01/13

%EC2013/

Paid

EC 2011 vs.

2013

Notes

CAMP 951 770 686 655 85 -31 Consistent Usage at 85%

DELTA 2564 2276 1309 1474 65 +165 Need to increase usage with EMAIL when paid

KELO 3273 2916 2657 1633 56 -1024 Decreasing EC usage

FMCM 913 730 566 746 100 +180 Consistent 100% Usage

BSD 1592 1413 968 1430 100 +462 Consistent 100% Usage

MLAKE 646 524 60 505 96 +445 Consistent 100% Usage

TMSD 331 243 236 227 93 -9 Consistent 100% Usage

PLPSD 786 576 450 515 89 +65 Consistent .. Are CAS/SUB on ?

SOAKS 2443 1963 1400 1798 92 +398

RETSD 3466 2925 1673 2169 74 +496

WSD 8006/6838

6849 4983 5459 80 +476 Includes 1168 Pension paid employees

ILAKE 820 605 N/A 415 69 N/A

HANV 1530 1218 N/A 715 59 N/A

Customer StatementsEIS.556 #EMPS

PAIDFEB/13

Avg Docs/E

mpe

T42012

PAYALL

Not T4

H/RALL

Images

TotalALL

Images

2012Vs.

2013

ViewedALL

% Notes

CAMPB 770 6.6 998 39 1906 5064 +2116 2527 50 Small increase H/R Mostly T4 docs

DELTA 2276 5.2 3138 0 2565 11857 +5058 3083 26 Small increase H/R Mostly T4 docs

KELOW 2916 5 3840 3 152 14837 +3928 12012 81 Only T4s

FMCM 730 38 910 7864 16121 27676 +11555 22214 80 Huge in both payroll and H/R

BSD 1413 24 1926 1633 25138 34356 +14996 13558 40 Huge in both payroll and H/R

MLAKE 524 17 724 2415 3476 8870 +5755 3502 40 Huge in both payroll and H/R

TMSD 243 12 361 238 1550 2856 +947 856 30 Huge in both payroll and H/R

PLPSD 576 11.5 719 841 4353 6620 +4308 2960 45 Huge in both payroll and H/R

S OAKS 1963 12 2553 2215 11977 23629 +13165 11105 47 Huge in both payroll and H/R

RETSD 2925 14 3911 0 10605 41004 +10585 8669 21 Huge in H/R

WSD 6849 11.7 8972 2 44913 79920 +32358 36383 46 Huge in H/R

ILAKE 605 0 N/A 0 5 5 N/A

HANOV 1218 0 N/A 0 1 1 N/A

Reminder: SEE.900 To search for Items

Employee Best Adds

AESOP fully functional for uploads and downloads (builds SUB.001/002 records)Alternate choice Smart Find

AUT002 used to auto build Sub records from employee leave records !!

AUT321 (summer) auto build leave reqs from workshop registration

AUT331 used to auto build Employee Connect random passwords

PAY904 nightly job to auto load emails from district servers (no manual maintenance of email addresses)

Best Adds - General

Absence Codes PAY.121New exclude from deficit list OPAI633A

Admin Connect Userids PRO.100.. Amazing automation .. Sub/Cas auto access ..

Absence Code Account Definition SUB.011Default rate … great for floatersDescriptions very important/helpful for EC

Standard Descriptions for Folders EIS.213Standard descriptions for AC attachments (TD1)

Best Adds - Setup

Payroll Processor PAI.600MOPAI633A (PAY.121) exclude absence codesNew warning for missing birthdate (assume 20)Benefit payroll CPP error eliminatedWarning for no SMTP (return email)New warning if Ded annual max exceededAllow EMAIL Y or N active for print/message

Payroll Absence Promotion PAI.602Attached to a run# and logged with the payroll

Job Code Payroll Schedule PAI.605 *new*Schedule used for online timecard prints

Best Adds - Maintenance

Bulletin Board PAY.325USE IT !!!! (how to attach documents - webserver)

Pay Mass Email Message PAY.525USE IT !!! (how to attach documents - AC)

Web Deduction/Benefit Info PAY.327USE IT !!! (how to attach documents - AC)

Payroll Information PAY.345F19 for categories (CPT30 T4WEB)Index 6 and 7 ?? LogicVoluntary deduction changes added to audit PAY.190

F17 displays leave reqs (LREQ,SUB*,History)

Best Adds - Maintenance

Time and Attendance PAY.408Highlight duplicate entries (in history)

Employee ROE PAI.710ROE group date (replaced termination date)PPAI710X (15C errors), “R” teach daily average

Build STAT Pay PAY.344 PAY.544 PAY.342ALL STAT pay should be automatic

Auto Build Timecards PAY.808New option to build individual days (Busd,StuSup)

Sub/Support Maintenance SUB.001/002 Tightly tied to leave requests, display reason text Index 7 & 8 by date (not location), use “P” transfer

Best Adds - Maintenance

Build Timecard/Addenda from LWOPSUB.504 *new

Auto Dock when LWOPs are current (Seven,Kelo)

EC Password Maintenance EIS.331Restricted password access (>3) (forgot my password)

Reset EC Last Signon Date & Count EIS.731Auto build Leave Reqs from Sub EIS.916

PLPSD VAC for EA on breaksMass Build Time Work from Workshop PAY.819

BSD EA paid on PD daysMass Build F8 Addenda from Field Trips PAY.802

KELO Auto field trip addenda and banks

Best Adds - Maintenance

Employee Document/Image Log EIS.556added statistics (very helpful for T4 efile balancing)Who has not printed their T4s and are T4WEB

Emp Leave Reqs vs. Sub Absences EIS.564Cleaned/tuned up to exclude cancelled, long term,

etc. so can properly email for LWOPs (weekly!)

Time & Attendance List PAI.501 Include Work History (BUSD) overtime based on

current field trips and previous payAlso used to balance manual adjustments

Payroll Account History PAI.516Mark records with journal entry adjustment stamp

Best Adds - Reports

Bus Driver Time Work History PAI.518 *new*Great new report detailing reg,extra,fieldtrip hours

Deduction Register Listing PAI.804New BASIC optionHow many formats are run for monthend ?

Pre-Printed Timecards PAY.401 PAY.402 PAY.405 PAY.406

Huge changes, applied in many different ways, own session

Employee Work/Miss Details PAY.592 Summary by reason, summary by month, summary by

location , leave info … very nice

Absence Bank Balance List PAY.591 *new* MB requirement .. Absences as of Date MM/DD/YY

Best Adds - Reports

Canada Life List/File PAI.507Ded Y/N flag, FTE added, assignment status

Build deduction annual file PAI.643 *newBuild pension eligibility file PAI.646 *newSub/Cas Summary Report SUB.990 SUB.991

Include current F11 A? info (term positions)Using Previous and Future period dates

Toc/Teach Sub Details (BC) SUB.994 *new*Sub/Support Listing SUB.999 SUB.996

Final summary only (balance to OSUB990 OPAI631)

Best Adds - Reports

All calendars adjusted Sun-Sat All tabs re-sorted into alpha order Popup blocker now displays an alert box ACTION dashboard (missing/expired info (DirDep), new document onfile (T4), etc.)

Active assignment(s) grade/step added to payroll cheque tab New deduction/benefit tab Folder tab current T4s colored blue Employee Regular Absence/Time Card PAY.405 Employee Sub/Cas Timecard PAY.406 SUB records and leave requests tightly tied (displayed together) Forgot my password (create new password/account should be deleted)

Fully functional Employee directory Big changes to employee leaves, workshops, bulletin board,

forms, workshop facilitator and forms (H/R related)

Best Adds – Employee Connect

Main Tab: All calendars adjusted Sun-Sat Staff list more interactive (name TAB to reset) All view doc/images are logged EIS.556 IMG.301E SUB records,leave reqs and workshop tightly tied Staff Sub records includes a new COPY button

Lots of enhancements to block invalid entries, get proper replacement rates, etc.

Active employee excel download button (staff reports) Attach payroll work folder to payroll run# 10mb (staff reports) Pre-Printed timesheet listing formats (PAY.400 401 402) Added report Sub/Cas Availability SUB.970 (staff reports) New Staff Allocation tab (POS.501 for Admin) … very small subset of the changes done with H/R, finance and

student tabs.

Best Adds – Admin Connect

Staff List: Absence details (convert days/hrs), new calendar print and

enhanced absence detail report PAY.592 Send message tab added (all email messages logged PAY.526) Folder attachments can define standard description (TD1)

Best Adds – Admin Connect

Goals and Direction:DocumentSimply Procedures (reduce errors and time)Be structures in balancing & use system featuresReduce manual & duplicate entriesReduce copies and filingMaximize employees onlineMaximize admin & clerks online

Payroll Road Map