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Customized Reports for Payroll Processing-Session 1003
Patsy Havenstein Division of Human Resources, [email protected]
John Letourneau Office of Information Systems, [email protected]
Kansas State University
Overview of K-State Achieving Data Integrity Automated Functions Post Payroll Reports
Kansas State University Overview Fall 2000 Enrollment = 21,929 Over 10,000 Active Employees Land Grant Institution with employees in
105 Kansas counties and other states as well as employees with federal benefits
Process payroll for K-State plus 4 affiliated corporations
PeopleSoft Users at K-State About 400 PeopleSoft Users Majority of data entry in
Position, Job, Benefits, Deductions, Payroll, etc. is centralized— entered by HR & Budget Office Staff
PeopleSoft Implementation/Upgrade Dec 95 - Implemented PS 4.0 HRMS with
Base Benefits & Payroll Jun 98 - Upgraded to PS 6.01 Public
Sector Oct 99 - Upgraded to PS 7.51 HRMS
Education &Government Oct 01 - Upgrade to PS 8 HRMS
Achieving Data Integrity
- To Reduce Adjustments Through Data Integrity While Improving Customer Service
� Process� Examples� Statistics� Results
Process
Review and Chart Adjustments Group Adjustments Determine Controllable Adjustments Determine Largest Problems Determine Rules Write Edit
Examples
Tax Edit Report Benefit Edit Report General Deductions Edit Report Job Edits Report
Tax Edit Report
Exempt from FICA, Subject to SUT Subject to FICA, Exempt from SUT Federal Special Tax Withholding Status
= Do Not Maintain Taxable Gross & Do Not Withhold Taxes
Non-Resident Aliens - Additional Withholding not equal $15.30
Tax Edit Report (continued)
Student Employee not Enrolled Employee Exempt from FICA Federal Withholding Allowance not
equal State Withholding Allowance
Tax Edit Report (continued)
Employee with Federal Benefits with State Unemployment Tax
Employee with Federal Benefits Enrolled CSRS retirement with OASDI
Employee with Federal Benefits Enrolled FERS Retirement without OASDI
Benefits Edit Report
Employee Enrolled in Health Benefits not Dental
Employee Elected Coverage Health Benefits Waived Coverage Dental
Employee Enrolled State Retirement no Group Term Life Deduction
Benefits Edit Report
Employee Enrolled in Benefits Eligible Program Not Enrolled in Retirement
Employee Enrolled in Benefits Eligible Program Not enrolled in Health Benefits
Employee Working less than .5 FTE not Eligible for Benefits
General Deduction Edit Report
Employee Missing General Deductions Required by State of Kansas
Employee with Federal benefits with Workers Compensation
Affiliate Employee with Invalid General Deduction.
Job Edit Report
Employee in Multiple Companies Mapped to the same Benefit Record
Employee in Same Company & Paygroup Not Mapped to the same Benefit Record
Some Employees cannot have Add Pay
Job Edit Report
Compensation Frequency not equal Type of Employee
Potential Overpayment of Hourly Employee
Student Employee in Benefits Eligible Program
Statistics
1998 2000 PercentChange
Supplementals 4337 1950 -68.98
Adjustments 3855 2232 -36.68
Results
Reduced Phone Calls & Complaints Reduced Off-cycles & Retroactive
Funding Transfers Reduced Time to Process Reports &
Remittances Took on Additional Duties Left Position Vacant
Processes Before Payroll
General Deduction Insert Step Increase Programs Longevity Bonus Process Leave Plan Insert
Processes During Payroll
Time and Leave Load Imputed Income Salary Hours Adjustment
Processes After Payroll
CWSP Funding Leave Accrual Adjustment Payroll Payments by Account
Report
Processes After PayrollPayroll Payments by Account� Funding Info by Pay Period� On or Off Cycle� By Department� By Voucher Number� By FRS Account Number
Questions
Customized Reports for Payroll Processing-Session 1003
Patsy Havenstein
Division of Human Resources, [email protected] Letourneau
Office of Information Systems, [email protected]
