business partner meetings january 2015. new in 2015 this year will bring new, exciting improvements...
TRANSCRIPT
Business Partner MeetingsJanuary 2015
New in 2015
This year will bring new, exciting improvements for Employee Services.– We’re taking a new approach in how to
communicate with employees.– We’re launching a host of new tools that will
improve our business process and how we manage our workforce.
– We’re expanding employee-focused programs to better serve employees.
Employee Services RebrandDebuting in 2015
About Employee Services
CU’s workforce is working to shape the future of communities, Colorado and the
nation. Employee Services strives to make our workforce stronger, healthier and more secure. We provide a holistic approach to better serve and satisfy our employees.
Through your eyes
• Education• Holistic Approach• Strive for Better
• Proactivity• Community
• Integrity
Our Values
• Empathetic• Knowledgeable
• Practical• Diligent
• Approachable• Straightforward
Our Personality
Realigning our services
Employee Services will present information in the following five categories:– Benefits & Payroll– Collaborative HR Services– Financial Wellness– Career Advancement & Training– The CU Advantage
Communications projects in 2015• A revamped ES website, with new areas for:
– CU Advantage– New employees– New website for business partners
• Brochure displays for your office to help employees easily access information … and to help you answer questions.
• A new look for emails and newsletters, such as Work/Life and Pay Roles
• And more!
System Human ResourcesUpdates to the Scope of Work form
Scope of Work
SOW review is required:• For service providers who are individuals/sole
proprietors and operate under a Social Security Number
• To determine if the service provider is an independent contractor
• To protect CU from penalties if the service provider should instead be classified as an employee
Scope of Work
Prior to any work being performed:• Read new PSC Procedural Statement Scope of Work
(SOW)/Independent Contractor• Complete revised SOW form (describing work, time
period, costs) and have service provider sign• Scan and email SOW form to [email protected] • Procedures/form are on PSC website:
www.cu.edu/psc
Scope of Work
Employee Services determines if service provider will function as an independent contractor:• If ES approves SOW form, pay for services through PSC
(CU Marketplace)• If ES does not approve SOW, pay for services through
payroll (HRMS)• Questions on SOW form? Email [email protected]• Questions on PSC payments? Email
[email protected] • Questions on payroll? Contact Campus HR office
HCM 9.2 Upgrade Development & Testing PhasePhase III – Winter/Spring 2015
Development, Configuration & Testing
Planning & DesignSpring 2014
Development Summer/Winter
2014
Development/ Testing –
Winter /Spring 2015
Training – Fall 2015
Go Live - November 2015
The project team will be putting together work groups to make recommendations/decisions in the following areas:
• Earnings codes, pay groups, additional payments• Workflow/routings, transaction approvals• Required reporting and the use of the query tools in the CIW• Starting our implementation with our 3rd party form provider• Work centers/Dashboards – determining what data they should
contain• Profiles – finalize recommended use and what data they
contain• ePerformance demos and rollout plan
HCM Project Roadmap
FORMS
In conjunction with a third-party provider, the plan is to use forms to do much of the data entry in HCM (Job Actions, Salary Changes, Time Collection)
January – March: Forms will be designed and developed May: Forms available for HCM User testing
TALEO
Oracle Applicant Tracking System to replace Jobs at CU (to be rebranded CU Careers)
January – March: Campus HR Office demos and user testing April – June: Configuration and testing of the Taleo Onboarding Module
HCM Project Roadmap
WORKCENTERS/DASHBOARDS January – March: design and development May: Available for testing
ePERFORMANCE
Functionality which replicates current performance planning process, incorporates deadlines and allows for expansion
January – May: Demos and testing
HCM Project Roadmap
CIW REPORTS AND QUERY TOOLS January – July: Reports will be designed and developed August – November: User review and training
TRAINING
Comprehensive HCM User training May - November
Financial Wellness Programs available to CU departments and employees
Seminars by Request
• Variety of topics• Speakers are financial professionals• Held at a time and location convenient for you and your
department
To learn more or to request a seminar:
cu.edu/employee-services/request-financial-seminars
Financial Guidance
• financial professionals from Fidelity, TIAA-CREF, Vanguard
• discuss any topic on which you need advice• can bring a friend or loved one with you• cost is already included in administrative contracts
To learn more or schedule:
cu.edu/employee-services/financial-consultations
Web Resources• Life Events
– marriage, SGDPs, having kids, separating– Take Stock | Consider Options | Implement a Plan
• Healthy Financial Habits– 10 behaviors to cultivate, presented in bite-sized segments
• Personal Financial Check-up– walks you through a review of your financial standing in six key
areas• Benefits 101
– Being revised this spring
cu.edu/employee-services/financial-education
Employee Learning and DevelopmentUpdates to SkillSoft and new resources for employees
SkillSoft Upgrade
Catalog of SkillSoft courses now provides deep linking
Visit -
www.cu.edu/employee-services/eld/catalog
Start SkillSoft
SkillSoft Dashboard
Visit: www.cu.edu/employee-services/eld/skillsoft/dashboard
Other topics:
SharePoint 2013 Meeting management
Active Listening Project Management
Social Networking Health and Wellness
Visit: www.cu.edu/employee-services/eld/learning_guides
Benefits & PayrollUpdates on taxes, new employees and Open Enrollment
Tax Reminders
• Do you want to update your W-4 for 2015? – Log in to the portal’s CU Resources area (my.cu.edu)– Select Payroll and Compensation– Click on W-4 to update your information.
• Did you claim last year that you are exempt from Taxes? – If you filed as tax exempt in 2014, you must complete a 2015
W-4 Form—whether to refile as tax exempt or begin withholding taxes—before Feb. 9.
– Otherwise, you will automatically begin withholding the greatest amount of taxes from your paycheck (single, 0).
Tax Reminders
• W-2s will be mailed by January no later than Jan. 31, 2015
• For Non-resident Aliens, the 1042-S will be mailed no later than March 15
Tax Reminders
• The 2015 Social Security wage base is $118,500, which represents a 1.28 percent increase over 2014.
• The withholding maximum amount in 2015 rises to $7,347 (6.2 percent withholding on earning up to $118,500).
• If 2014 contributions have stopped due to meeting the 2014 Social Security maximum, deductions will resume Jan. 1, 2015.
• No maximum applies for Medicare taxes, with a tax rate of 1.45 percent.
Tax Reminders
• The employee Medicare tax rate remains at 0.9 percent on wages more than $200,000 in a year.
• The employee’s actual liability for the additional tax will depend on the employee’s filing status and the amount of wages and other compensation paid to the employee and/or spouse.
• The over-withholding and under-withholding of Medicare tax for employees will be reconciled when they file their personal tax returns.
New Employees
• Ask new employees to complete their direct deposit and W-4 information in the portal (my.cu.edu). There’s no need to submit paper.
• Ask employees verify that their address and phone numbers are correct.
Open Enrollment Dates
Open Enrollment begins at
8 a.m. Monday, April 27, 2015 and ends at
5 p.m. Friday, May 15, 2015
See you in March!
The next Business Partner Meetings
will be held March 24-26.