PAYROLL PROCEDURES ANNUAL UPDATE 2012-2013

PRESENTER:OSCAR TRIGO-DIRECTOR OF PAYROLL

CONTACT INFORMATION

• Oscar Luis Trigo Jr – Director of Payroll– (956) 618-6039

• Lazaro Ramos – Staff Accountant– (956) 618-7345

• Theresa Caceres (956) 618-6044 Lead Payroll Clerk

• Lucinda Jauregui (956) 632-8448 Payroll Clerk

• Margot Ochoa (956) 618-6041 Payroll Clerk

• Estella Salinas (956) 632-8849 Payroll Clerk

• Anita Solis (956) 618-6043 Payroll Clerk

• Belinda Solis (956) 618-6040 Payroll Clerk

UPDATES

• Updates to Payroll Manual– Section A – General Information– Section B – SFE Absences– Section C – Time Clock Policy and Guidelines– Section D – Monthly Supplemental– Section E – Biweekly Subs/Part-Time– Section F – Rates– Section G - Forms

• In Development

Section A – General Information

Section A

• Availability of all Payroll related forms online (Page 2)

Section B – Leave Absence Processing

Section B

• CPI Leave Absence Tracking Module Old System

• SunGard Leave Absence Tracking Module New System

Section B

Section B

• SFE Absences & Corrections

Section C – Time Clock Policy and Guidelines

Section C

• Time Clock Policy and Guidelines (Page 6)

Section C

• Lunches (Page 7)

Section C

• Unreported Hours (Page 7)

Section C

• Closing of the Workweek (Page 8)

Section C

• Overtime (Page 9)

Section C

• Time Clock Edit Forms (Page 10)

Section D – Monthly Payroll Supplemental

Section D

• New Form effective 7/1/2012• Electronic Submission of Supplemental Excel

Section D

• Supporting Documentation (Page 13)

Section D

• Additional Information (Page 13)

Section D

• Supplemental Pay Rates (Page 13)

Section D

• Same or Similar vs. Wholly Separate Job (Page 13)

Section D

• Same or Similar Job

Section D

• Wholly Separate Job

Section D

• Wholly Separate Job (Page 14)

Section E – Biweekly Payroll Supplemental/

Substitutes/Part Time

Section E

• Substitutes (Page 18)– Daily SFE Job Report

Section E

• Substitutes for Vacancies (Page 18)

Section E

• Substitutes– Setup for SFE Job Report (Page 19)

Section E

• Substitutes– Create an Absence on SFE (Page 21)

Section E

• Substitutes– Budget Codes (Page 18)

Section F - Rates

Section F

• All Supplemental Payroll Rates are now available on the Rates section of the Payroll Procedure Manual. (Pages 23 – 28)

Section G - Forms

Section G

• All Payroll related forms are now available on the Appendix section of the Payroll Procedure Manual as well as on the Payroll Services section of the McAllen ISD website. (Page 30 – 42)

Currently In Development

In Development

• View Leave Balances on Time Clock Terminal

In Development

• Time Sheet Variance Report

Payroll Reports

• Distribution Reports to confirm GL Postings