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State of Connecticut Core-CT HRMS Users Group Meeting September 21 & 22, 2010. 1. Agenda. 2. Agenda. 3. Payroll Update. Processing Note – Additional Pay. Payroll Update. Processing Note – Additional Pay, Continued. Payroll Update. Processing Note – Additional Pay, Continued. - PowerPoint PPT Presentation
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11
State of ConnecticutCore-CT
HRMS Users Group Meeting
September 21 & 22, 2010
22
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
33
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
4
Payroll Update
Processing Note – Additional Pay
5
Payroll Update
Processing Note – Additional Pay, Continued
6
Payroll Update
Processing Note – Additional Pay, Continued
• Always use “Include History” – review any additional rows (sequenced rows) that may come forward when adding a new effective dated row
• Never remove earnings / hours in an attempt to prevent payment
• Delete row if unnecessary to current transaction
• Or, uncheck “okay to pay”
7
Payroll Update
Savings Bond Deduction Program
• The U.S. Department of the Treasury has announced it will stop issuing paper savings bonds through payroll savings plans as of January 1, 2011.
• This change will reduce the costs associated with the U.S. Savings Bond Program and supports the Treasury’s long-term plan to issue all securities electronically.
8
Payroll Update
Savings Bond Deduction Program, Continued
• Following the check date of 11/19/2010, the Office of the State Comptroller will no longer offer a payroll deduction for the savings bond program and will be refunding any remaining savings bond deduction balances to employees (if applicable) with check date 12/3/10.
• Letters have been mailed directly to all employees who are currently enrolled in the savings bond deduction program notifying them of this change.
9
Payroll Update
Savings Bond Deduction Program, Continued
• While paper savings bonds will no longer be available through payroll deduction, employees still have the opportunity to invest in savings bonds and other Treasury securities through TreasuryDirect.
• This convenient and secure web-based system allows employees to purchase, manage, and redeem electronic (paperless) savings bonds online 24/7.
10
Payroll Update
Savings Bond Deduction Program, Continued
• Using TreasuryDirect, employees can also purchase Treasury marketable securities (bills, notes, bonds, and TIPS) to expand their savings portfolios.
• After a TreasuryDirect account is established at www.treasurydirect.gov, employees can participate in TreasuryDirect by providing their personal banking account information to fund their TreasuryDirect accounts.
11
Payroll Update
Savings Bond Deduction Program, Continued The following materials are available online to assist with this transition: www.frbservices.org/PayrollSavings
– A list of frequently asked questions (FAQs) on this change – Employee Information on Electronic Payroll Savings
with TreasuryDirect–Instructions for establishing a TreasuryDirect account
12
Payroll Update
Savings Bond Deduction Program, Continued
Please contact one of the following Treasury Retail Securities sites with any questions:
• Minneapolis: 800-553-2663 (Select Menu Option 7, then Option 5)
• Pittsburgh: 800-245-2804 (Select Menu Option 7, then Option 5)
13
Payroll Update
Savings Bond Deduction Program, Continued
• Contact OSC Payroll Services Division with questions regarding deduction balances or the savings bond refund process
Payroll Services Division: (860) 702-3450
• To learn more about electronic savings through TreasuryDirect, and to take a guided tour of the system,
you may visit www.treasurydirect.gov.
1414
Payroll Update
Year End
2011 is coming!• All check/advice reversals and cash recovery/workers'
comp reversals as well as other manual adjustments must be submitted to the OSC Central Payroll Unit by noon on Tuesday, November 16, 2010.
• All reversals for checks and advices issued after November 16 must be submitted to the OSC Central Payroll Unit by noon on Friday, December 17, 2010.
1515
Payroll Update
Year End, Continued
2011 is coming! • Adjustments not received by these deadlines will result
in the issuance of a W2-C.• Checks dated 12/30/10 – Because of time restraints, all
corrections will result in the issuance of a W2-C.
1616
Payroll Update
Important Scheduling Notes
Confirm for 11/19/10 check • Confirm will take place on Friday, November 12th
• System Lockout will be in place at 7:00 p.m. on Thursday, November 11th and will continue through Friday, November 12th
• There will be no payline adjustments on Friday, November 12th
• Interface files should follow normal schedule
1717
Payroll Update
Important Scheduling Notes, Continued
Confirm for 12/3/10 check • Confirm will take place on Wednesday, November 24th
• System Lockout will be in place at 7:00 p.m. on Tuesday, November 23rd and will continue through Wednesday, November 24th
• There will be no payline adjustments on Wednesday, November 24th
• Interface files are due on Monday, November 22nd by 2:00pm
1818
Payroll Update
Important Scheduling Notes, Continued
Confirm for 12/30/10 check • Confirm will take place on Wednesday, December 22nd
• System Lockout will be in place at 7:00 p.m. on Tuesday, December 21st and will continue through Wednesday, December 22nd
• There will be no payline adjustments on Wednesday, December 22nd
• Interface files are due on Monday, December 20th by 2:00pm
1919
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
2020
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
2121
Human Resources Update
DAS HR Business Rules and Central Audit Unit
Hires• Contact DAS Central Audit Unit if a “hard error” occurs
after entering the employee’s Social Security Number in the National ID field.
• If an “Active” record exists for the employee, the gaining agency must communicate with the losing agency.
2222
Human Resources Update
DAS HR Business Rules and Central Audit Unit
Transfers/Rehires • Verify position approval has been received prior to
submitting the Transfer/Rehire request.
• Complete all fields on the form including phone number, the employee job code and the contact person’s phone number.
23
Human Resources Update
DAS HR Business Rules and Central Audit Unit
Transfers/Rehires - Continued • If there is an “Appt End Date”, be sure to indicate this
on the form as well. (Do not use “Probation Date” for this purpose.)
• To locate the “Appt End Date” field click on the “Employment Data” link, scroll down and click on the USA flag.
24
Human Resources Update
DAS HR Business Rules and Central Audit Unit
Transfers/Rehires - Continued • Gaining agency must communicate with the losing
agency to ensure that the losing agency is aware of the transfer and to determine which Employee Record number should be used.
2525
Human Resources Update
DAS HR Business Rules and Central Audit Unit
Transfers/Rehires - Continued• This is very important because a dual employment
situation may exist and there could be FLSA implications.
• Use ‘Data Change/General Data Change’ if changes to fields other than Comp Rate are needed after DAS initiates the transfer and additional updates need to be entered into Job Data.
2626
Human Resources Update
DAS HR Business Rules and Central Audit Unit
Transfers/Rehires - Continued• Code changes to Comp Rate as ‘Pay Rate
Change/Salary Plan Change’ (i.e.,TE to TC) or ‘Pay Rate Change/Adjustment’ (i.e.,bi-weekly is off by a penny).
• Enter all changes by using the same effective date and Effective Sequence number.
2727
Human Resources Update
DAS HR Business Rules and Central Audit Unit
Promotion by Reclassification Transactions• Use the correct coding for promoting within own
position.– ‘Promotion/Promotion to Target Class’ –
Trainee/Leadership Associate/535-Q underfillOR
– ‘Promotion/Promotion by Reclass’ – under GL 226 or in same position from exam list
2828
Human Resources Update
DAS HR Business Rules and Central Audit Unit
General Reminders• Use the Action/Action Reason Codes Job Aid for
determining the correct Action/Reason code for a specific situation.
http://www.corect.state.ct.us/user/hrjobaids/hr/action reason_codes.doc
2929
Human Resources Update
DAS HR Business Rules and Central Audit Unit
General Reminders - Continued• If you are unsure of the Action/Reason code or salary
calculation call DAS HR Business Rules/Central Audit before entering the transaction into Core-CT.
• Address questions pertaining to salary calculations to [email protected], [email protected] and/or [email protected] for a response.
3030
Human Resources Update
DAS HR Business Rules and Central Audit Unit
General Reminders - Continued• The Auditors of Public Accounts frequently ask DAS
HR Business Rules/Central Audit for error notices sent to agencies during the period being audited.
– If an error is cited and is later found to have been not in error, DAS will make every effort to communicate this to the Auditors.
3131
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
3232
Human Resources Update
Fiscal Year End
Fiscal Year End Process Completed!• Another successful Fiscal Year End process was
completed in July
• Agencies are reminded to review all Combination Codes that will need to roll forward into next fiscal year – Be ready to provide these codes to OSC in April
3333
Human Resources Update
October 2010 Longevity Process
• First Preliminary Reports were available on Tuesday, 09/07/2010
• Second Preliminary Reports were available on Tuesday, 09/21/2010
• Final Processing will occur on Friday, 10/01/2010
• Final Reports will be available on Saturday, 10/02/2010
34
Human Resources Update
Inactivating a Position – Hard Edit
A new Hard Edit has been implemented in Position Data to ensure positions are being inactivated properly.
• Often, the INA row was entered to inactivate a position, but the Status Field remained set to ACTIVE
• Hard Edit is now in place to prevent the position record from saving when the INA action is entered without changing the status to INACTIVE
• Ensures accurate Monthly Position Status Reports
35
Human Resources Update
Acting Appointments – University Employees
Classified TSHC procedures are no longer used for Unclassified Acting Appointments.
• New Codes are now in place that are specific to Acting Appointments:
– LOA / Acting Appts – Univs Only– RFL / Return from Acting Appt– TER / Acting Appts – Univs Only Ended– HIR or REH / Acting Appts – Univs Only
36
Human Resources Update
Acting Appointments – University Employees, Continued
• Continue to use Additional Employment Instance for the Acting Appointment
• New procedure will allow for more accurate reporting at both the Agency and Central level
• Job Aid will be available soon!
37
Human Resources Update
Report Parameters – DeptID Field
For agencies consisting of multiple departments/divisions, many Core-HR reports may be run by each individual Department ID for which the user has access. OR
If the Department ID field is left “blank”, information is returned for ALL departments within the agency.
• Personnel Actions History Report• Longevity• Working Test Period Report• Seniority Report
3838
Human Resources Update
Logging Tickets – REMINDERS
• Add a top row to update a record while a ticket is pending, so the paycheck is accurate.
• Provide Core-CT Help Desk with an Expected Return Date whenever requesting any type of Leave action – including Worker’s Compensation.
• Be sure to include the “true” effective date when asking for retroactive Position actions.
3939
Human Resources Update
Logging Tickets – REMINDERS, Continued
• Provide a Note to be entered into Notepad when asking for a Correct History transaction.
• When requesting multiple actions for one employee, log one ticket only. Multiple tickets are not needed.
4040
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
41
Time and Labor Update
Self Service
Employees With Multiple Jobs
• Self Service time entry role gives access to ALL jobs.
• Employees have the ability to enter time for Non-Self Service job without the time needing approval.
42
Time and Labor Update
Self Service, Continued
• Employee must choose job to enter time for by job title and department.
• ALL agencies must be aware of employees who have multiple jobs and are employed at a self service agency.
43
Time and Labor Update
Self Service, Continued
New Job Aid lists self service agencies
Agency Time and Labor Status
http://www.core-ct.state.ct.us/user/hrjobaids/tl/agncy_tl_status.doc
44
Time and Labor Update
Self Service, Continued
Agencies, including non-self service agencies, are responsible for auditing and ensuring that self service employees enter time for the correct job.
45
Time and Labor Update
Self Service, Continued
Identifying Multiply Employed Persons
Multiple Jobs Summary report - Workforce Administration > Job Information > Reports > Multiple Jobs Summary by Dept
OR
Online - Workforce Administration > Job Information > Review Job Information > Multiple Jobs Summary
46
Time and Labor Update
Self Service, Continued
New Audit Tool
EPM query will display timesheets submitted for agency employees with an OPRID that may be invalid.
CT_CORE_TL_TIMESHEET_OPRID_AUD
47
Time and Labor Update
Self Service, Continued
New Audit Tool, (cont.) • Query looks at timesheet entries and security• Matches OPRID of timesheet entry to roles of
that OPRID to see if they are valid for the Department
• Valid roles are: TL Specialist, Timekeeper Specialist, Timekeeper, Time Reporter or Time Approver
48
Time and Labor Update
Self Service, Continued
Core-CT is exploring additional solutions to prevent this issue. More information will be published via Daily Mail as it becomes available.
49
Time and Labor Update
Time and Labor Rules
Rules project is nearing completion• Holidays• Shift and Weekend Diff• Rotating Averaging• Overtime
50
Time and Labor Update
Time and Labor Rules, Continued
Overview of changes:
Holidays• Time worked on holiday = REGH
Shift and Weekend Diff• Half time premium now split out
51
Time and Labor Update
Time and Labor Rules, Continued
Overview of changes, (cont.):
Rotating Averaging• REG hours no longer adjusted• All Rotating Averaging hours = ROTAV
Overtime• Half time premium now split out
52
Time and Labor Update
Time and Labor Rules, Continued
Overview of changes, (cont.):
Time Reporting Code – OT1FO
• Will become a rule only TRC
• No longer available on Timesheet
53
Time and Labor Update
Time and Labor Rules, Continued
Overview of changes, (cont.):
Paycheck View
• Display of earnings may change
• Details on exact changes will be discussed in training sessions
54
Time and Labor Update
Time and Labor Rules, Continued
Go Live Date
Pay period beginning
January 14, 2011
55
Time and Labor Update
Time and Labor Rules, Continued
Agency Task
• Workgroup must be changed for employees in NP-5 (09) and P-2 (12)
• Workgroups with ‘CON’
• Future dated rows can be entered
• More details to follow
56
Time and Labor Update
Time and Labor Rules, Continued
Training Classes to be scheduled for November and December
• Larger agencies may request on-site training if there is a training room available
• Smaller agencies will be held in East Hartford
• Watch for Daily Mail announcing sessions
• Make up sessions in January
57
Time and Labor Update
Time and Labor Rules, Continued
Training Classes
• Overview for HR and Payroll Supervisors
• In depth training for all users processing time and labor and/or payroll transactions and performing audit functions
• Self Service agencies responsible for informing employees of any timesheet coding changes
58
Time and Labor Update
Time and Labor Rules, Continued
Training Classes
• Classes will be grouped by specific requirements
• Watch for class descriptions
and sign-up information
5959
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
60
Benefits Update
Retirement Benefits
As of July1, 2010 all Retiree Benefit Enrollments are processed in Core-CT by the Office of the State Comptroller Retiree Health Insurance Unit.
61
Benefits Update
Retirements Benefits, Continued
In May 2010 the Retirement Health Insurance Unit began processing all benefit enrollment and personal information updates in Core-CT.
62
Benefits Update
Retirement Benefits, Continued
• The Retirement Health Insurance Unit hires and terminates employees into the Office of State Comptroller’s Department ID, OSC15000,by adding a primary employment record and processing the employee’s Retirement Health Insurance and Life Insurance through Core-CT.
• This employment record will require the Retirement Health Insurance Unit to use the “Terminated with Benefits” action and set the Job Indicator to Primary.
63
Benefits Update
Retirement Benefits, Continued
• In order to process retirement benefits enrollment, data changes may be entered by the Retirement Health Insurance Unit on previously active employment records.
• All retirement benefits, including life insurance, are enrolled on these newly established Core-CT records.
64
Benefits Update
Retirement Benefits, Continued
• Agencies must now follow a new termination process for employees who transition directly into retirement effective April 1, 2010 and after. – Agencies may no longer use a “Terminated with
Benefits” Action code.– Agencies must now use the Action code of
“Termination” and change the job indicator to Secondary when terminating an employee due to the following retirement reasons:
65
Benefits Update
Retirement Benefits, Continued
Retirement reasons, continued:DRN – Dis Retirement Non ServiceDRS – Disability Retirement ServiceHWB – Hazardous Duty RetirementORB – Other Retirement Not VestedPDR – Term Pending Disability RetirementRWC – Retire Continue to Receive Worker Comp
(not entitled to paid up life insurance)SRB – Service RetirementVRE – Voluntary Retirement
66
Benefits Update
Retirement Benefits, Continued
Retirement termination process, continued:
– This must be done for all employees transitioning directly into retirement regardless if they are receiving a paid up life insurance policy.
67
Benefits Update
Retirement Benefits, Continued
• If an employee is retiring and is continuing to receive Workers’ Compensation payments, their termination event in Core-CT should be Termination (TER)/Retire Continue To Receive Workers’ Comp (RWC).
• However, if they are entitled to a paid-up life insurance policy, you will also need to notify the Retiree Health Insurance Unit of their workers’ compensation status so that their retirement record and benefits billing can be properly set up.
68
Benefits Update
Retirement Benefits, Continued
• Agencies must also notify the Retiree Health Insurance Unit when a retiree stops receiving workers’ compensation payments.
• These updates should be e-mailed to: [email protected]
• For assistance with retiring employees continuing to receive workers’ compensation, contact Melanie Buckley at the Office of the State Comptroller at (860) 702-3540.
69
Benefits Update
Retirement Benefits, Continued
• Two job aids, Action/Action Reason Codes and Checklist for Terminating an Employee are available on the Core-CT website for assistance with terminating an employee. Both of these job aids have been updated recently.
http://www.core-ct.state.ct.us/user/hrjobaids/hr/action_reason_codes.doc
http://www.core-ct.state.ct.us/user/hrjobaids/hr/chklst_fr_trmntng_emplye.doc
70
Benefits Update
Retirement Benefits, Continued
• All retiree enrollment events are now processed under the OSC Department ID, OSC 15000. In some cases, updates that are made on the retiree record may also affect the retiree’s old active employment record (i.e., address changes).
• If you find any open/unprocessed events on your weekly “Open Events” report for individuals that are retired, please email a list of those events to the Retiree Health Insurance Unit at: [email protected]
7171
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
72
EPM Update
New Fields Added
CTW_EMPLOYEE/VW Employee Reporting Tables
• DEPT_ENTRY_DATE: Date the Employee first entered the Department
• POSITION_ENTRY_DATE: Date the Employee first entered the Position
73
EPM Update
Fields Re-labeled
CTW_DET_PAYROLL- Detailed Payroll Reporting Table
• FISCAL_YEAR: Payroll Fiscal Year
• ACCOUNTING_PERIOD: Payroll Accounting Period
74
EPM Update
Agency Super Users
• Qualifications for Agency Super Users– Strong reporting background– Attendance at formal EPM training– Demonstrated ability in query construction
• Risk– Can create, modify and delete any public query.
75
EPM Update
Public Query Creation
• Candidates for CORE public queries must have applicability for the general user population.
• CORE public queries are designed, validated and maintained by CORE EPM staff.
• A list of all CORE public queries, a design document and execution instructions are available:
http://www.core-ct.state.ct.us/reports/
76
EPM Update
Query Clean Up
Every eighteen months, the EPM team deletes:
• All queries using an invalid design such as union queries with mismatched field data types.
• All “broken” queries. A “broken” query is defined as one that cannot be executed until re-designed. Examples are queries using deleted fields or records.
7777
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
78
Security Update
New Security Functionality
Automated Forgotten Password Reset Feature in Core-CT
• Agency users must first update their System profile in Core-CT.
• Users must have a state email address and be able to receive
external emails in their agencies.
• Users without a state email address must continue to contact their
Agency Security Liaison for a password reset.
• Users are NOT to contact the Core-CT Help Desk for password
resets.
79
Security Update
New Security Functionality, Continued
Automated Forgotten Password Reset Feature in Core-CT
• Instructions for setting up your User System Profile in Core-CT can be found at:http://www.core-ct.state.ct.us/security/pps/pwreset.pps
• FAQs: http://www.core-ct.state.ct.us/security/docs/psswrd_rst_faq.doc
80
Security Update
New Security Functionality, Continued
Automated Forgotten Password Reset Feature in Core-CT
• Security Liaisons can contact the Core-CT Security Team Mailbox for a list of all Users in their agencies who should, but have not yet set up a System Profile [email protected]
8181
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
8282
Wrap UpThank you for your participation today. We look forward to continuing our work together to make Core-CT a success!
• Look for this presentation on the Core - CT website (http://www.core-ct.state.ct.us/)
• Next meeting – Tuesday, March 22, 2011, 1:30pm - 4:00pm and Wednesday, March
23, 2011, 9:00am - 12:00pm Room 1002A and 1002B 101 E. River Drive
8383
Agenda
Welcome Anne North and Sue Martin
Business Process Updates
Payroll Nancy Ribes, Shirley Galka
Human Resources Pauline Mahoney, Sue Cavanaugh
Time and Labor Belinda Thibedeau
Benefits Melanie Buckley
EPM Barbara Jacius
Security Tracy Douglas
Key Messages Anne North and Sue Martin
Questions & Discussion All
8484
Questions/Discussion