Presentation on theme: "Work Schedule Rules, Push Codes, Retro Time Evaluations, oh my…"— Presentation transcript:
1 Work Schedule Rules, Push Codes, Retro Time Evaluations, oh my… Basic Time BehaviorsWork Schedule Rules, Push Codes, Retro Time Evaluations, oh my…NC DHHS rev 2/1/2012
2 Objectives of this Job Aid: To identify time behaviors in the BEACON SAP system.Review of concepts from TM300Understand the relationship between Time, Personnel Administration, and Organizational Management. (A basic overview of Time Wall and Retro Time Evaluation processes.)How to enter time correctly in the systemHow to manually offsetUnderstanding Comp time (basic review of Work Schedule Rules and Overtime periods)How to check time entryNC DHHS rev 2/1/2012
3 What this Job Aid does not do… Replace material covered in course content PA210 Personnel Administration Terms and Concepts, TM300 Time Administration and TM310 Leave Administration. This webinar content does not cover all there is to know regarding time and leave behaviors.If you have not taken those courses, it is recommended that get signed up and or review the content in the OSC BEACON training portal.NC DHHS rev 2/1/2012
4 To understand time, we need to understand Time Evaluation. Time Evaluation is the process of combining position settings, work schedule/calendar, pay rates, and time entry. This information is located in two locations; Organizational Management information (OM-Position Settings) and Personnel Administration information (PA-Master Data). Time entry once approved is entered into Master Data.Time Evaluation occurs nightly.Time Evaluation processes all time entry up to a certain point called the Time Wall.NC DHHS rev 2/1/2012
5 To understand time, we need to understand Time Evaluation. Time Evaluation occurring for a weeks worth of time (or the Overtime Period in general), determines Overtime/Gap Hours Comp time.Time Evaluation that results in being in pay status for 50% of the month produces longevity, and Leave accruals.Time Evaluation for a months worth of time produces pay.NC DHHS rev 2/1/2012
6 Time Entry Process in SAP Paper TimesheetTime Entry by Timekeeper or employee via ESSTime Entry Process in SAPTime Evaluation IssueTime Evaluation runs nightlyEvaluation ResultsPayroll
7 Position SettingsAre those Infotypes found in P013 that determine eligibility for Overtime/Gap Hours Comp, Shift Premium, Weekend Premium, and Holiday Premium Pay.Are date driven which means that the system looks at position settings that are active on the employee on a particular date.NC DHHS rev 2/1/2012
8 There are two types of settings; eligibility and premium rate of pay. Above is an Overtime Compensation Setting and below is a Night Shift Premium rate of pay setting.
9 Work Schedule Rules (WSR) Are found in PA20 IT0007 Planned Work Time.Designate the days and hours per day an employee is scheduled to work or can use leave.Should be changed first of a work week to ensure that the system counts the days correctly.NC DHHS rev 2/1/2012
10 Work Weeks Are found in PA20 IT0007 Planned Work Time. The completion of being in paid status for 50% of the days for the month results in Sick and Vacation accruals to occur.Determine the period in which Overtime (OT) is calculated.Include the work week that is the official start of that calculation for that OT.Should be changed first of a work week to ensure that the system counts the days correctly.NC DHHS rev 2/1/2012
11 Work week that shows when the system will calculate Overtime. When you click on this…Work Schedule Rule example showing M-F 8 hours with Sa/S not required to work.Work week that shows when the system will calculate Overtime.Employment percent that means that the employee is working 100% of what they are asked to work. This impacts accruals for Vacation and Sick Leave.NC DHHS rev 2/1/2012
12 The months actual schedule appears The months actual schedule appears. It includes the number of hours per day the employee must account for in the work week.The Holiday Calendar determines when this employee will observe the holiday which is denoted by a “4”.NC DHHS rev 2/1/2012
13 Important basics about WSR’s versus Work Weeks. Employment percent must be 100% so that accruals are accurate.For Positive Time Entry, the system looks at total hours of time entry for the OT period (work week) to calculate OT.But for Leave and Longevity purposes, the system looks at the number of days in pay status on the Work Schedule. Each day in pay status has a percentage “value” associated with it in order to achieve 50% of the month.NC DHHS rev 2/1/2012
14 Important basics about the Holiday Calendar. The holiday calendar is also located in PA20 under IT0001 Organizational Assignment. (but can be viewed in IT0007 Planned Work Time.NC DHHS rev 2/1/2012
15 Sometimes we need to make changes to position settings or to time entry (Master Data in general) that has already been previously processed:A Retro Time Evaluation is requested anytime a position setting is changed in PO13 that is made effective retroactive to the present day.A Retro Not Allowed Request is made anytime we need to change any Master Data PA30 before the Time Wall. The Time Wall is down four months from the current month.
16 Retro Time Evaluations Pay rates populate on the first of the month.If you change a rate of pay, mid month, you would ask for a Retro Time Evaluation for the first of the month.Eligibility settings can be changed at any time during a month but the system only looks at the current month.If you make a change to an eligibility setting, it must effective for the period in which the system needs to apply the setting. (Ex. for Overtime, you would need to change it to the first of the work week.)NC DHHS rev 2/1/2012
17 Be careful for what you wish for! When an RTE is requested, it will apply position settings, action effective dates, and time entry changes in order to calculate pay.It will take current available quota balances and apply them to past usages. You can see this in IT9901.You can see the changes in pay and what was changed in the Wage Type Reporter.If you request one, you are responsible for making sure you can explain all the results to the employee!
18 Typically, it will be three or four months from the current month. To see if the Time Wall is down for a Retro Not Allowed Request, you must go to PA20 IT003 in Direct Selection OR in the Payroll Tab at the very bottom.This tells you how far back you can change time entry as well as any Master Data. In this example, the Time Wall is down from 1/1/2009.Typically, it will be three or four months from the current month.The date means that Time Evaluation was rerun starting from this date.NC DHHS rev 2/1/2012
19 To see how position settings, calendar, rate of pay, and time entry come together, you can go to PT_BAL00.For regular employees, there are about 47 time types that calculate each day and another 5 that calculate for accrual and overtime purposes.For shift eligible employees, it can be as high as 95 time types that are processed.NC DHHS rev 2/1/2012
20 Rates populate on the first of the month. Accruals for Leave occur when 50% of the month in pay status has been achieved.Rates populate on the first of the month.NC DHHS rev 2/1/2012
21 Time entry and Payroll Processing In order to begin processing Payroll, BEACON populates all the master data (time entry and pay), and position settings at a specific point in the month called Payroll InitializationTime Evaluation is run out to the end of the month.DHHS has internal deadlines for time entry to standardize what goes into an employee’s paycheck however Master Data is updated up to the last day of Payroll Corrections.Time is only processed up to the end of the current month!NC DHHS rev 2/1/2012
22 If correct time entry isn’t completed by the deadline… Leave accruals may not occur.Leave balances may not be accurate.Shift Premium pay will not show up on current paycheck.Longevity may be impacted.Incorrect payroll occurs.NC DHHS rev 2/1/2012
23 Total time entry for this week An easier representation of the Work Week would be to view the time in CAT3 for a positive time entry employee on a DO1NO8GN schedule.Scheduled time entryTotal time entry for this weekActual time entryNC DHHS rev 2/1/2012
24 Leave offsettingLeave offsetting occurs when an employee has worked more hours than required and recorded Leave within the same Overtime Period (Work Week).The system “gives back” the amount of Leave over required hours.Example for Positive Entry: If a full time employee (40 hours) and normally works an 8 hour day for 5 days but one week works 10 hour days for 4 days and records 8 hours of Leave, the system will give the employee the Leave back to the appropriate bucket.NC DHHS rev 2/1/2012
25 Leave offsettingManually offsetting is when an employee does what the system would normally do.The employee enters all time worked first for a given work week.Then the employee uses Leave to cover the gap between required hours and actual hours worked.It is mandatory to do if the employee chooses Leave Without Pay (LWOP) because there is no LWOP bucket! (or Civil Leave or Other Management Approved Leave)NC DHHS rev 2/1/2012
26 Time Entry best practices… For Longevity and Leave, enter time to allow accruals to occur.Enter time for an entire Overtime Period (work week typically) to calculate Overtime/Gap hoursWeekly time entrypreferably the day before the week ends so a supervisor can follow up if needed.allows a Timekeeper and the employee to make any corrections before the end of the week.NC DHHS rev 2/1/2012
27 Push Codes Slang term for the Premium Number on the timesheet screen. Include Night Premium (01), Evening Premium (02), and Stop Premium (06).Do not include a Weekend Premium push code. Time worked starting 3rd shift on Friday through 3rd shift on Sunday will receive Weekend Shift Premium.Only override the WSR when 06 Stop Premium is used.Should only be used when the employee is Positive Time Entry and on a Day Shift WSR.
28 Why are there problems? Position Settings are incorrect Calendar, Work Schedule Rule is incorrectToo long a time elapses between time entry and time approvalHonest mistakesKnown BEACON glitchesNC DHHS rev 2/1/2012
29 What transactions are helpful? CATCBI Report 0083 Position Eligibility SettingsPT_BAL00 or PT66PT_ERL00Identifies who has entered time for a given work weekIdentifies position settingsIdentifies how the system has processed Master DataIdentifies mistakes that stop payroll from processingNC DHHS rev 2/1/2012