Rick Hilton Sr. Business Analyst April 23, 2018...© Tyler Technologies 2018 Close that Consumption Gap! During this session, we'll review the top 20 enhancements incorporated into

20 PR/HR Enhancements in 50 minutes

Rick Hilton – Sr. Business Analyst

April 23, 2018

© Tyler Technologies 2018

Close that Consumption Gap!

During this session, we'll review the top 20 enhancements incorporated into

Payroll and Human Resources modules over the last 18 months.


Employee Time Entry in ESS Portal


Time Entry Workflow

Enter, Review, Submit/Lock

(Attendance Clerk)

Employee

Approver 1

EmployeeEmployee

Employee

Approver 2

Approver 3

PAYROLL

No ApprovalsApprovals


Time Entry Workflow

Review, Submit/Lock

(Attendance Clerk)

Employee

Approver 1

EmployeeEmployee

Employee

Approver 2

Approver 3

PAYROLL

No ApprovalsApprovals


Employee Time Entry in ESS2017.4


Employee Time Entry in ESS2017.4


Employee Time Entry in ESS - Setup2017.4


Basic Time Entry - Step 1 - Clear Hours2017.4


Open Pay Periods to Allow Employee Time Entry2017.4


Entry Review2017.4


Payroll Warning/Error Messages2017.4


Basic Time Entry – Payroll Warning/Error Messages2017.4


Position Control by Account



Current Form Layout (2018.1) New Form Layout (2018.2)

2018.2



Current Form Layout (2018.1) New Form Layout (2018.2)

2018.2


Position Control by Account2018.2























Some Additional Notes:

• Mass Update is limited to None or Check Budgeted FTE

• Import From Excel will issue error/exception report after creating positions

• Add Position Funding in Time Card Entry, applies account mask filtering

• Account Masking in Position Control overrides PR Config Salary masking

2018.2


Export Work Calendars to Excel


Export Work Calendars to Excel2018.2






Employee Garnishment Improvements


Garnishment Updates

• Garnishment Processing Screen – Prior to 2018.1

2018.1


Garnishment Updates

• Separate tab for Dates

2018.1


Garnishment Updates

Plaintiff is no longer a required field and has moved.

2018.1


Garnishment Updates

• Decreed Amount was renamed to Decreed Pay Period Amt

2018.1


Garnishment Updates

Decreed Pay Period Amt and Decreed Percentage Amt are now “Either Or”

2018.1


Garnishment Updates

• Period Garnish Amt was renamed to Calc’d Current Pay Period Amt

2018.1


Garnishment Updates

• If you want to change the amount then you would enter an Override Amount

2018.1


Garnishment Updates

New (view only) fields - Employee Ded Vendor and Employee Ded Max amount

2018.1


Pay Period Amount label changes to reflect Garnishment Type

Garnishment Updates2018.1


Garnishment Processing

Added display of Pay Cycle/Pay Period and PR Status to grid

2017.3


Garnishments – Report Accuracy

The Actions “Payroll Journal Report” and “Payroll Journal Report with Wage Basis” are deactivated on the Employee Garnishment tab until garnishment records have been posted.

2017.3


Affordable Care Act Reporting Improvements


Dependent/ACA Info now Synchs between years

After PR Rollover, Adds and Edits of Employee Dependent Info and/or Dependent ACA Coverage Dates in current FY will now automatically update in next FY file.

Only updates forward, not backward.

2017.2


ACA Effective Date Option

For ACA Employee records created from HR Insurance Tracking, you can now choose whether to use the Effective Date or the Renewal Date as the ACA Effective Date.

New setting is in HR Default Settings on a new “ACA Settings” tab.

2018.1


ACA Effective Date Option 2018.1


No Deletion of ACA records with Receipt ID2017.4


Warning on Deletion of ACA records with ACA Filename2017.4


Printing and Publishing 1095 Forms

• A new Print/Publish 1095 action menu combines all 1095 print and publishing options

• Checkboxes for selection of Standard or Pressure Sealed 1095 forms

• A separate Publish checkbox publishes forms to the portal without having to print the forms to the screen

• For clients using TCM, the 1095 forms are automatically sent to TCM when printed

2017.4


Leave Accruals by Worked UnitsDocked Pay Option


Leave Accruals Based on Time Worked Units

New option

Reduce by Dock Units

When selected, will reduce the total worked units by any unpaid, docked time when calculating the accrual amount

Pre-requisite:

Leave Docking must be processed before Leave Accrual

2018.1



Mark selection in Payroll Default Settings/Advanced tab to Accrue leave after docking

2018.1



Payroll Processing Steps 2 and 3 will be reversed

2018.1


Leave Accruals Based on Time Worked Units2018.1

With “Reduce By Dock Hours”

Accrual based on 75 hours.

Without “Reduce By Dock Hours” Accrual based on 80 hours.


Mass Update Subtract from Position Amount


Mass Update for Subtract from Position Distribution2017.3


Master DeductionsCross Fiscal Year Updates


Master Deductions – Cross Fiscal Year Updates

When adding new Deductions:

• The system will automatically add the Master Deduction record to the New Fiscal Year if a Next Fiscal Year connection exists.

• If a Prior Fiscal Year connection exists, the system will prompt with a message "Do you want to copy to prior year?"

– This only goes back one year.

• There is also an Action to Copy to Prior Year available.

2017.1


Payroll Journal ReportPeriod Comparison Options


Payroll Journal Report2017.2


Employee Education – Import from Excel


Employee Education - Import from Excel

You must have your Schools and Degrees

set-up prior to importing

2018.1



Refer to our HELP for step-by-step instructions on how to do the import along with the Excel file format and information on required vs. optional fields.

• The import uses the Employee ID as a reference for the import.

• If the degree already exists, it imports the course underneath the existing degree.

• If the degree does not exist, it creates the degree with the course work underneath.

• If the degree or school is not already set up within configuration, it creates an error PDF and lists the Employee ID with the errors that occur so that the user can correct the errors and re-import the Excel file.

2018.1

Column Description

A EE ID

B Degree

C Course Name

D School

E Course Date

F Credits

G Degree Credits

H Hours


Employee Education - Import from Excel2018.1



Error Warning and Report

2018.1


Personnel Action RequestsShow PAR Detail option


PAR Reporting - Show Position and Funding options2018.2


PAR Reporting - Show Position and Funding options2018.2


Employee GroupsCreate and Assign from Anywhere


Employee Groups – Create and Assign from Anywhere2017.3


Employee Groups – Create and Assign from Anywhere2017.3


Positions and Pay Enhancements


Other & O/T columns added to Pay Journal grid

The Position Pay Journal Distribution grid now displays columns with Hours and Amounts for:

• Regular

• Other

• Overtime

• Totals

* Columns for Adjustments, Voids and Retro are also still displayed.

2017.3


Other and O/T added to Position Distribution report2017.3


Excluded Retro column added - Positions and Pay grid 2017.3


SSN Lookup in Employee Maintenance


SSN Lookup in Employee Maintenance2017.3


New Grid Filters and Column Displays


Filter Criteria Added – Employee Positions and Pay

Added a Work Calendar Filter

2017.4


Filter Criteria Added – Employee Journal

Added the Deduction Type filter to the Deduction Journal Options

2017.4


Columns Added to Grids - Position Budgeting

Added the Position Category from the Employee Position and Pay Screen

2017.4


Columns Added to Grids - Employee Positions and Pay

Added Union Code from Employee Maintenance to the Grid – displays on all 4 View Options.

2017.4


Pay Period Detail DistributionNew Report Options


Pay Period Detail Distribution Report

17.1

17.2

2017.2


Pos / Ded Sub-Total

• Displays subtotals for both Positions and Deductions.

• Still sorts the report by Account.

• State ID displays next to SSN

2017.2


Pos / Ded Sub-Total & Group by Employee

• Sorts alpha by Employee instead of by Account.

• Note that all other options are grayed out.

• Sub-Totals by Position and Deduction.

2017.2


Pos / Ded Summary

• Sorts by Employee and Summarizes all Positions and Deductions

• One Total for all Positions by employee.

• One Total for each Deduction.

2017.2


Smart Grids Just Got Smarter

2018.2


• Preserve leading zeros in grid exports

• Grid Column Headers – Expand Header Row Height

• Display Sum of grid view Amounts

Grid Display and Export Enhancements 2018.2


2018.2Click Add Header Row to expand Column Header Height


2018.2Column Header Height Expands


2018.2Reduce Column Width - Column Header Labels will now stack


2018.2Display Sum of Column Amounts


2018.2With cursor in any column, click Sum Column. Displays Column label and Total Amount


Editing Saved Grid Layouts

2017.1


Editing Saved Grid Layouts2017.1












Report Scheduler


Report Scheduler

• Do you send the same reports to the same people on a regular interval?

• Do you run the same reports for yourself regularly?

• Do some reports just take a long time to run?

Get rid of that sticky note reminding you to run those reports!

Schedule the report and forget about it!

2016.4


Report Scheduler

• Available on almost all reports in EIW

– GL Report Writer, Financial Statements, Student Activities Report and more

2016.4


Report Scheduler

• Available on almost all reports in EIW

– GL Report Writer, Financial Statements, Student Activities Report and more

2016.4


Report Scheduler

• Reports are delivered to the Report Delivery Queue or to your email

2016.4


Report Scheduler

Important Setup Required!

2016.4


Report Scheduler - Security/Password Protection2016.4


Report Scheduler - Security/Password Protection2016.4


Documents

Rick Hilton Sr. Business Analyst April 23, 2018...© Tyler Technologies 2018 Close that Consumption Gap! During this session, we'll review the top 20 enhancements incorporated into