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1 PKING Consulting, Inc. | PACERS CM&T, LLC. Sneak Peek for Directors, Managers, and Supervisors

Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

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Page 1: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

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LC. Sneak Peek

for

Directors, Managers, and Supervisors

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EXPERTS ON HAND

Rita McManus

Carol Munemura

Rebecca Robertson

Allen Wilson

PROJECT MANAGER Alison Redmond

TRAINING COACHES Matt Constantine

Jackie Jackson Rose Johnson Phyllis A. King Rita McManus

Nina Moore Wendy Novack Jessica Palencia Mike Shannon Tiffany Snider

Meet the Team

12/13/2013 2

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Cellphones on Silent

Questions & Answers

Break – 15 minutes

Demo Format

Preparing for Change

Housekeeping

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Page 5: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

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• Who here has had to figure out how County and union pay rules apply to your own, an employee’s time, or pay situation?

Show of Hands

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• Who manually tracks employee schedules, attendance, and leave balances?

Show of Hands

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easyPay will provide… Better management of leave and attendance

Accurate real-time information

Streamlined payroll procedures

Efficient reporting

Consistency & Automation Easy!

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Today you will learn

• How the system works – features & functions

• Timeclocks and Touch ID

• Who does what

• Hot Topics

• How you will be trained

• What the system looks like

• How you can prepare

• Key Takeaways

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LC. HOW THE SYSTEM WORKS

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Workforce Timekeeper (WTK)

• Timeclock w/Touch ID

• Timestamp w/PC

• Mobile App

• View /manage timecards

• View/manage schedules

• Reports

Workforce Absence Manager (WAM)

• Manage leave & attendance

• Reports

Workforce Activities

• Transit Trip Report management

• Grants administration

• Reports

Workforce Central

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How the System Works:

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• Manage work schedules & timecards

• Review employee’s hours

• Respond to time off requests

• Review timecard exceptions

• Make necessary adjustments

• Approve timecards for payroll

• Delegate authority

Workforce Timekeeper (WTK) features How the System Works:

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• Monitor attendance and leave including vacations, sick days and FMLA policies

• Run attendance reports

• Generate standard documentation

• Receive automated alerts

Workforce Absence Manager (WAM) features

How the System Works:

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Customized to do the following:

• Track time not identified in the schedule

• Automate the Trip Report used by Transit Bus Operators

• Supervisors will approve these reports

Activities Module features - Trip Reports How the System Works:

Example: If a Bus Operator finishes the assigned route 15 minutes late, the operator would select the Trip Report from easyPay and select a code to explain the cause of the delay

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Customized to do the following:

• Automate the process of tracking and reporting employee time spent on grants

• Track time spent on a specific grant or multiple grants

• Allow Broward County to report on all grants where employee time is spent working on a grant

• Supervisors will have access to this information

Activities Module - Grants administration How the System Works:

Broward County Grant Administrators will set up the record for each grant which will track the grant name, grant number, contract and/or project number, grantor agency, and funding source

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How the System Works: Ways you can access the system

• There are two (2) ways to access the system

• Employees will be assigned one way to access the system

• A PC can still be used to review accruals, and more

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• All employees must submit a time off request through the system for approved leave

• All employees will review and approve their time each pay period

• Hourly employees will clock in/out at the Timeclock or PC

• Salaried employees do not clock in/out

All Employees How the System Works:

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How the System Works: Timeclocks &Touch ID

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Employees will be assigned to specific Timeclock locations at their primary workplace and other locations they may visit

• Governmental Center

• Government Center West

• Emergency Operations Center

• Other locations specific to employee’s division (e.g. Libraries and Parks)

How the System Works: Timeclocks &Touch ID – General Access

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How the System Works: Timeclocks &Touch ID

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How the System Works: Timeclocks &Touch ID

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How the System Works: Timeclocks &Touch ID

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How the System Works: Timeclocks &Touch ID – Viewing schedules

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How the System Works: Timeclocks &Touch ID – Requesting time off

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• Clock in/out

• View schedule

• View timecard

• View Accruals

• Approve timecard

• Submit a time off request

• Use County or kmail (Kronos) email system

* Ability to clock in/out via PC or Mobile App (only if assigned)

How the System Works: Hourly Employees - Timeclock functions

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• Clock in/out via Time Stamp

• View schedule

• View accruals

• View timecard

• Approve timecard

• Submit a time off request

• Cancel time off request

• Use County or kmail (Kronos) email system

* Ability to clock in/out via PC or Mobile App (only if assigned)

How the System Works: Hourly Employees - PC / Web functions

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• Schedules already stored

• View accruals

• View timecard

• Approve timecard

• Submit time off requests

• Cancel time off requests

• Use County or kmail (Kronos) email system

• Does not Clock In/Out

How the System Works: Salaried Employees - PC / Web functions

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WHO DOES WHAT

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Who does what: Supervisor Responsibilities

• Reviewing Flags

• Resolving exceptions

• Editing prior periods (historical edits)

• Selecting leave or earning codes

• Add comments and notes to changes

Manage Employee Timecards

• Creating for part-time employees

• Assigning

• Adjusting

Schedules

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Who does what: Supervisor Responsibilities continued

• Approve timecards for employees by 10 a.m. every other Monday

Approve timecards

• Supervisors will have the ability to activate and deactivate delegations in the system

Delegate in your absence

• Approving time off requests

• Approving / denying FMLA requests

• Monitoring Attendance

Other Supervisor Tasks

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Who does what: Payroll Liaison Responsibilities

• Enter ongoing employee maintenance data into applicable system (Cyborg and/or Kronos) in real-time

Data Verification

• Continued support of employees with questions related to payroll and timekeeping

Other Payroll Liaison Tasks

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Who does what: Payroll Liaison Responsibilities continued

• Verify that all timecards are approved

• Verify that there are no exception flags in system

• Complete sign-off on division by 11 a.m. every Payroll Monday

• Coordinate payroll related matters with Payroll Central

Final Payroll Review & Closeout

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• Each agency should have a secondary designee responsible for communicating updates in employee data to the Payroll Liaison

Change Notifications and Support

• Employees cannot begin work at Broward County or transfer to another agency until their BC-102 form has been processed in Cyborg

BC-102 Form

• Due to system restrictions, supervisor payroll responsibilities cannot be assigned to the Payroll Liaison

• Payroll Liaisons will be able to see outstanding flags and exceptions but cannot make changes or corrections to an employee’s timecard

Payroll Tasks Responsibility

Who does what: Business Processes

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HOT TOPICS

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• Anyone who has direct reports and is responsible for approving or rejecting a timecard and/or time-off request is assigned the ‘Supervisor role’ in the system.

• This is a system function only and in no way affects your actual Broward County position or job classification.

System definition of ‘Supervisor’

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Real-time Employee Data • Each agency Payroll Liaison will

be responsible for keeping employee information in Cyborg and Kronos up-to-date in real-time.

• Changes in employee information may affect an employee’s pay.

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Employee Data Update: Workflow

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• Supervisors can only change the timecards of employees that report directly to them

• A secondary user login is available to authorized staff; by department/office, in order to generate comprehensive reports

Data Access & Reporting Security measures are in place which prevent viewing and access to employee information outside of your immediate employee workgroup.

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• Planned vacations

• Sick time

• Other extended absences e.g. conference, training, etc.

Reasons for Delegation

• Delegates must be part of the same Division

• Delegates must be an employee with ‘supervisor role’ in system

• A secondary delegate other than the primary delegate should be identified

Delegation Rules

Supervisor Delegation

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• Last 6-digits will be used to clock in/out

• Remind employees to start remembering this number now

Memorizing Employee ID Numbers

• Employees should login often using their assigned Active Directory username and password. Keeping this information refreshed can avoid password expiration

Active Directory Username/Password

Employee ID Numbers & Active Directory Access

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Employee Learning

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How You Will Be Trained

Live Classes Supervisor Role & Payroll Liaison Tasks (Instructor Led)

Resources Quick Reference Cards Job Aides User Guides

Future (Online Tutorials)

KPass Resources (Online)

Foundations Basic Tasks for Hourly & Salaried (Online Tutorial)

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How to Access KnowledgePass

BC-Net > Hot Picks > easyPay > Learning > KnowledgePass™

Learning

Log In User Name: Employee Number Password: broward

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Navigating KnowledgePass

Self-Paced Tutorials Job Aides Quick Demonstrations

Jane Doe

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QUESTIONS?

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BREAK 15 MINUTES

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PACERS CHALLENGE!

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A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

.

A B C D E F G H I J K L M

N O P Q R S T U V W X Y Z

A B C D E F G H I J K L M

N O P Q R S T U V W X Y Z

A B C D E F G H I J K L M

N O P Q R S T U V W X Y Z

A B C D E F G H I J K L M

N O P Q R S T U V W X Y Z

A E I

O U

B C D F G H J K L M

N P Q R S T V W X Y Z

A E I

O U

B C D F G H J K L M

N P Q R S T V W X Y Z

A E I

O U

A B C D E F G H I J K L M

N O P Q R S T U V W X Y Z

A B C D E F G H I J K L M

N O P Q R S T U V W X Y Z

A B C D E F G H I J K L M

N O P Q R S T U V W X Y Z

A B C D E F G H I J K L M

N O P Q R S

T

U V W X Y Z

A

E

I

O

U

B C D F G H J K L M

N P Q

R S T

V W X Y Z

A

E

I

O U

B

C D F G

H

J

K

L M

N

P Q

R S T

V

W

X

Y

Z

A

E

I

O U .

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System Demonstration

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Employees

• Clocking In/Out with Timestamp (PC)

• Viewing Work Schedules

• Viewing Total Hours Worked

• Approving Timecard

• Reviewing Leave Bank Hours

• Requesting Time Off

• Cancelling Time Off Requests

Supervisor

• Logging on/off of easyPay (WFC)

• Viewing Timecards

• Editing Timecards

• Managing Exceptions

• Editing an Absence (Vacation Sick) • Approving Timecards

• Running Reports

A Day in the Life…

RTO

Live Demo

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Sample Screenshots – Actual configuration may vary.

What the system looks like: Logging on to easyPay

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Page 51: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

What the system looks like: Logging off from easyPay

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Page 52: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Employees

• Clocking In/Out with Timestamp (PC)

• Viewing Work Schedules

• Viewing Total Hours Worked

• Approving Timecard

• Reviewing Leave Bank Hours

• Requesting Time -off

• Cancel a Time-off Request

Page 53: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

What the system looks like: Hourly Employee View

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Page 54: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

What the system looks like: Clocking In/Out with Timestamp – via PC

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Page 55: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

What the system looks like: Clocking In/Out with Timestamp – via PC cont.

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Page 56: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Viewing a Schedule

Page 57: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Total Hours Worked – Pay Period Summary

Page 58: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Total Hours Worked – Per Day

Page 59: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Approve Timecard – All Employees

Page 60: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Approve Timecard – All Employees continued

Page 61: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Approve Timecard – All Employees continued

Page 62: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Requesting Time Off – My Requests

Page 63: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Requesting Time Off continued – Calendar View

Page 64: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Requesting Time Off continued – Current Requests

Page 65: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Requesting Time Off continued – Calendar Submitted

Page 66: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

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What the system looks like: Requesting Time Off continued – Pay Codes View

Page 67: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Requesting Time Off continued – Request Status

Page 68: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

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What the system looks like: Cancel Time Off Request – All Employees

Questions

Page 69: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Supervisor

• Logging on/off of easyPay (WFC)

• Viewing Timecards

• Editing Timecards

• Managing Exceptions

• Approving Timecards

• Running Reports

• Edit an Absence (Vacation Sick)

Page 70: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

What the system looks like: Supervisor – Default View

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Page 71: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

What the system looks like: Schedule Editor by Employee

Page 72: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

What the system looks like: Editing a Timecard – Exception Flags

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Page 73: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Editing a Timecard - Missing Punch

Page 74: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Editing a Timecard – Managing Exceptions

Page 75: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Approving Timecards – Pay Period Before Approvals

Page 76: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Approving Timecards – Pay Period After Approvals

Page 77: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Running Reports - Reports Interface

Page 78: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Running Reports - Reports Interface - Timecards

Page 79: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Running Reports - Time Details

Page 80: Sneak Peeks for Directors, Managers, and Supervisors · Better management of leave and attendance ... •Use County or kmail (Kronos) email system * Ability to clock in/out via PC

Sample Screenshots – Actual configuration may vary.

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What the system looks like: Running Reports - Touch ID Enrollment

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QUESTIONS

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• ERP Speakers Bureau Agency Visits - Now

• Sneak Peeks for Directors, Managers & Supervisors - Now

• KPass Online Resources - Now

• Foundation Online Tutorial – Coming soon

• Instructor-led classroom training – Beginning January

• Future online training – Beginning March

Pre-launch Activities

How you can prepare:

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Key Takeaways:

• Supervisors should meet with Payroll Liaisons as soon as possible to formalize your internal business processes and ensure efficiencies are in place to meet the new Payroll Central timelines every Payroll Monday

• Supervisor/Manager payroll tasks can no longer be delegated to the Payroll Liaison

• The Personnel Action Form (BC-102) must be submitted to Payroll Central and the information entered into Cyborg before an employee can start work in Broward County

• easyPay automates the same supervisory tasks that you currently perform on paper; promoting payroll efficiencies and streamlined business processes for all

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YOUR FEEDBACK IS APPRECIATED HOW ARE WE DOING? TELL US NOW…

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FROM THE ENTIRE ERP CHANGE MANAGEMENT AND TRAINING TEAM

THANK YOU! WE APPRECIATE ALL THAT YOU DO

If you have additional questions email:

[email protected]