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PREPAYS: The good, the bad, and the ugly PPMS Users Group Spring 2016 Jim Craswell

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:

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Page 1: 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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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