september 17,2015 oglethorpe room - university system of ... · pdf filepeoplesoft hcm 9.2 end...
TRANSCRIPT
Constitution
one set of uniform business procedures, policies and practices
one technical platform / software solution
one support team and service center
one approach to solution delivery
one source of data
one governing structure
one set of vendors to provide complementary service offerings
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oneusg
Human Resources
Absence Management
Time and Labor
Ben Admin & Base Benefits
Commitment Accounting
Payroll
Manage Faculty Events
PeopleSoftHCM
FinanceG/L
Objective
To Illustrate …
All HCM Modules Integrated into one System
Real-Time Integration – once Transactions are Saved, data is immediately available to all Users and across all Impacted Modules.
Reporting – All HCM Data Integrates on one Report
Time Entry and Absence Requests Integrated on the Employee’s Time Card – One Stop Shop!
Payroll to Commitment Accounting to G/L Integrations
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End to End Introduction - Barney
Illustrate the process to HIRE a Faculty Employee
Demonstrate Benefits Enrollments and Effects
Review Extended Leave Request Options
Enter, Request & Approve Time and Absence
Load Payable Time to Payline
Process Payroll
View the Results from HCM’s Integrated Processing
Follow The Funding & Fringe – Commitment Accounting
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HIRE PROCESS
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HR records the person’s biographical information
HR establishes the person’s relationship with the organization
HR associates the organizational information to the person
HR captures the start of the person’s history with the organization
Personal Data(Biographical Details)
Job DataOrganizational Info
Position Info
Current/Historical Info
Employment Data
(Employment Dates)
HIRE PROCESS
Organizational Relationships
Organizations have relationships with a variety of people for a variety of reasons.
PeopleSoft allows HR to manage the data of those people with whom they have an Organizational Relationship.
One person can have more than one Organizational Relationship at any one time; or they can change relationships over time.
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The PeopleSoft Person Model
PeopleSoft HCM Person Model tracks both Employees and Non-Employees within Organizational Relationships. PeopleSoft tracks three types of “Person Relationships”:
Employee – A Person who is hired to provide services to the organization and has a Legal Employee Relationship with the organization.
Contingent Worker – A Person who provides services to the organization and who does not have a legal employee relationship with the organization.
Person of Interest (POI) – A Person who is not an employee or a contingent worker but is of interest to the organization.
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Contingent Workers
Not a Legal Employee – Currently tracked as “NPA”
Not Paid Through Payroll for North America
Not Eligible for Employee Benefits
May need access to facilities in order to perform contractual work, such as construction or consulting work.
Examples:
Implementation Contractors
Contract Building Repair Crews
Contract Custodial Service Providers
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Person of Interest (POI)
Not a Current Legal Employee (may be an ex -employee) – Currently tracked as an “NPA”
May be Paid Through Payroll for North America
May be Eligible for Benefits
Examples:
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Persons of Interest (POI)
Rehired Retirees Board Members COBRA Participants Surviving Spouses/Dependents Volunteers/ Interns
BENEFITS
The Benefits Area is made up of several modules and provides as much (or more) functionality as the current ADP application.
BASE BENEFITS
BENEFITS ADMINISTRATION
eBENEFITS
RETRO-BENEFITS
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Today We Will I l lustrate …
That Benefits is one part of the broader, seamless HCM application and provides Real-Time integration with HR and Payroll.
An Overview of the Self-Service enrollment process.
Retirement Enrollment.
Savings (TSA) Enrollment.
How ADP General Deduction Enrollments will Transition as Benefit Options within the PeopleSoft Self Service Benefits Enrollment Process.
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AM / TL Introduction - Dan
The End User Experience within PeopleSoft HCM
Absence Requests, Time Entry, & Approvals
• Transactions impact 100% of USG employees
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AM – TL – PYINTEGRATION
DIAGRAM
PAYROLL FOR NORTH
AMERICA
TIME AND
LABOR
EMPLOYEESCHEDULES
ABSENCEMANAGEMENT
Load Approved Absences
Load TL & AM Hours toPayroll
Deferred HOL & Comp Time
Key Decisions
TL System of Record for ALL worked hours
AM System of Record for ALL non-worked hours
Ability to Transfer Hours by Pay Distribution Code
Absence Requests Processed Real-Time & With Current Pay Period
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AM-TL-PY Process Flow - Jennifer
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Load Time From
External Sources
Enter Absences
ApproveAbsences
EnterTime
ProcessAbsences
RunAbsence
Conversion
Run TimeAdmin
ConsolidatePayable
Time
ApprovePayable
Time
CreatePaysheets
Load AM & TLPayable Time
To Payline
ApproveTime
Run Pay Calc. & Confirm
Payroll
Time Sheet Entry& Approvals
Request Absence Talking Points
Integration between the Timesheet and Absence Request
Monthly Employee – Sylvester Stallone 0080069
• Show Long Term Absence Options
• Request SIC, VAC, ESL, JUR, etc.
• Show Partial day option
• Adjust Absence Balance
• Comments can be viewed by the approver
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Report Time on Timesheet – Multiple Job
“CGOODING” – Cuba Gooding, Jr
• Bi-Weekly – Time Entry/Show Web Clock
• From the Time card you can select: – Previous week, – Next week – Next Job– Print Timesheet, etc.
• Multiple ways to enter time 8a, 8:00
• Show Task Options & Payable time.
Approve Time and Absences
00SUMMIT Dynamic Group
Approve Absence Requests
• Sylvester Stallone
Approve Payable Time
• Cuba Gooding, Jr
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Other TL Tools …
Weekly Time Calendar
Time and Labor Launch Pad
View Absence Balances
View Absence Requests
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Reporting Options
Timecard Report
Reported Time – Audit Report
Terms With Hours
Employee Hours by TRC, Reports To, and Department
Affordable Care Act
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Integration/Transition to Payroll - Dan
Approved Absences
Approved Payable Time
Load Approved Payable Time to Payroll
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AM – TL – PYINTEGRATION
DIAGRAM
PAYROLL FOR NORTH
AMERICA
TIME AND
LABOR
EMPLOYEESCHEDULES
ABSENCEMANAGEMENT
Load Approved Absences
Load TL & AM Hours toPayroll
Deferred HOL & Comp Time
Configuration
Department
Identifies the cost center of a position
Departments linked to positions must be active in PS Financials and HCM
Position Data
Funding is no longer tracked on the position data setup page
Funding is set up on the Department Budget Table using Combination (Combo) codes
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Configuration Contd.
Combination Codes
A key that defines a combination of ChartFields
Identifies the ChartFields to include on each transaction posted to the General Ledger
Same as Payroll Distribution code in ADP/EV5
Entered in PS Financials and messaged over to HCM without delays experienced with ADP
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Configuration Contd.
Funding (Department Budget Table)
Tie funding to the position
Structure/Level
Effective Dated for initial FY and new rows can be entered for mid-year funding changes
Split Funding by Percent
Deduction and Taxes Fringe can be set to follow, or not follow, Earnings distribution
Funding End date will feed from Financials for grants
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Account Mapping
Earnings Account Mapping
Deduction Account Mapping
Tax Account Mapping
Liability Account Mapping
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GL Interface
Review September 30, 2015 monthly payroll for Pay Group 40F
Actuals Distribution
HR Accounting Line
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Budget Retro
Use Budget Retro to process adjustments to payroll funding for prior pay periods.
Add row to Department Budget Table
Position: 59000735
Employee: 0080069
Paygroup: 40F
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oneusg
Human Resources
Absence Management
Time and Labor
Ben Admin & Base Benefits
Commitment Accounting
Payroll
Manage Faculty Events
PeopleSoftHCM
FinanceG/L
Need More Information?
Question(s)
http://www.usg.edu/oneusg/faq
Website
www.usg.edu/oneusg
ListServ
Presenter’s Email
xxxxxxx
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