PAYROLL Setup & Definitions

Session Intention₮ Yesterday’s home runs don’t win today’s games. – Babe Ruth

₮ Review all setup options and codes₮ Highlight new fields = opportunities₮ Discuss standards used for each option₮ Keep options simple – too many definitions complicate entry,

cause errors and are difficult for employees to follow

₮ Fiscal Dates

₮ MISC Fields

₮ Regular RP#

₮ ROE Start Date

₮ 26/27 or 22/23 pays .. Should it ever be changed from 26 ?

PAY.100

₮ “I”ndex very helpful₮ 30 Codes MAX .. these are the

most expensive !₮ Descriptions MATTER₮ Defaults help with entry₮ XXX in account enforce location₮ *New* Default time for leaves Y/N₮ *New* CAS job code ₮ Daily = Teacher, Substitute, TOC and some Admin ₮ Hourly = All support and casual job codes₮ Weekly ROE turns on the contractual salary and average weekly when payrolls

create period ROE records F18 F13₮ Normal days per year .. PAI.850 (PA service). Monthly and semimonthly also

need this to get a daily and/or hourly rate

PAY.124

₮ “I”ndex every job code differentthen the CAS/SUB 1.4 RP#

₮ MATTCH BENTCH are defined so they report with Teacher RP#

₮ January *** to make sure your rates are in prior to first payrolls

PAY.124U

₮ 2=Daily SUB and TOC₮ 3=Hourly CAS .. Support₮ 5=Support₮ 6=Support Teacher₮ 7=Teacher₮ 12=Teacher

₮ Note: SUB/TOC pay table contains both substitute rates and long term rates

PAY.125

₮ “I”ndex very helpful₮ 100 Codes MAX .. generalize₮ Descriptions MATTER₮ Based on typically 1₮ Include in ANNUAL salary could

affect deductions and WILL affectrate of pay PAY.344 PAI.716 autodocks

₮ Bonus/Retro = Y will add the additional pay to the annual salary to calculate tax₮ Bonus/Retro = N will take additional pay * 26 (annualize) then add to salary₮ CPP = N will affect T4 CPP earnings box

PAY.127

₮ “I”ndex very helpful₮ 100 Codes MAX .. generalize₮ Descriptions MATTER₮ Based on tricky for LIFE₮ Based on typically 6₮ Exclude OPAI633A OTHER…₮ Deduction is __ should

never be blank₮ Anyone build A/P invoices?₮ Annual maximums should be entered (Pension, WCB …)₮ Periods 5,6,7,12 refer to the employees pay table for type₮ Reserved deduction codes …. FEDADD₮ New EIREB .. Employer ONLY … would apply in January or July

PAY.122

₮ “A”dd with a copy time saver₮ Use Admin Connect to attach

documents (.pdf .xls …)₮ Sort Order works for EC₮ Defined for Deduction and/or

Addenda codes

PAY.327

₮ Employee Connect pay lookup uses description on “CLICK”

₮ “Use <br> to force lines breaks for text

₮ Almost always LINK to matchdeduction code

₮ “I”ndex very helpful₮ 20 Codes MAX ₮ Descriptions MATTER₮ Based on tricky for LIFE₮ Based on typically 4₮ Benefit is __ should

never be blank₮ Annual maximum … anyone ???₮ Periods 5,6,7,12 refer to the employees pay table for type

PAY.126

₮ “I”ndex very helpful₮ 40 Codes MAX SUB.011 lets you get creative₮ Accrue=6 for all once per

year accruals₮ TCH=days SUP=hours₮ Exclude OPAI633A OTHER…₮ Limit FTE sensitive = N or

maybe S … never Y₮ Balances in deficit are = 1 docked … time saver₮ Accrue based on what date for months service ?₮ Accrue per year (accrual policy 3 and PAY.831)₮ Accrue per payroll runs with every payroll (turning acrruals on/off ie: 1 per

month increases chance of error)

PAY.121

₮ “I”ndex very helpful₮ MANY codes – this is where you get creative₮ All absence codes should have

a reason (blank = undeclared)₮ Descriptions MATTER₮ Rate of pay really good for

FLOATS reasons (no replace)

₮ ??? Logic gets perfect accounts for casuals and subs replacing employees₮ These are KEY to proper account charges and rates

SUB.011

Question₮ What takes you too much

time ?₮ If I could change something,

the first thing I would do is ?₮ I am expecting a list from

each and every customer.