Presentation on theme: "Kuali IU is an UPgrade! Lora Headdy FMS: Payroll & Kuali Time System Manager."— Presentation transcript:
Kuali IU is an UPgrade! Lora Headdy FMS: Payroll & Kuali Time System Manager
Kuali IU Implementation date Sunday, February 23rd System will be down in the early morning for approximately 3 hours All data is being converted to new system OneStart banner to notify employees next week Kuali KPME Time product based on current IU TIME system
Accessing Kuali Time Set a bookmark Use existing kiosk OneStart Kuali Time portal Services > Administrative Services > Kuali Time
Person Info Tab Person Details: Principal ID Principal Name Service Date Timezone Preference Job Details: Job (including voucher code) Assignment Approver, Pay Processor, Admin Role Details: Displays users current roles
Employee Timesheet Activities Timesheet creation – Friday before pay period starts – Creating nightly – Still click on clock/time detail to create on the fly – Timesheet available for enroute eDocs after 1 hr Change employee – All activities demonstrated as an employee, are the same for approvers/pay processors.
Regular Time: Clock Entry Employee can NOT change times or delete the timeblock. 6 minute rounding still in place. Click Actual Time Inquiry for actual clock times.
New Functionality: Missed Punch Can only be submitted for last clock action Only one missed punch per shift Inputs the clock action for the employee Reportable in inquiry and in the IUIE Missed punch entries are subject to rounding Routes to assignment approver(s) action list Auto Approved at end of pay period
Regular Time: Manual Entry Time Detail Tab Click on a day Multiple time entry formats supported
Time Detail Activities: Editing Timeblocks
Time Detail Activities: Adding Non-Regular Codes
Time Detail: New Features Color Coding on timesheet Visibility of hours recorded per assignment easier for approvers Historical data available Use arrows at the top Auto Lunch Deduction Visibility of deducted hours on timesheet Ability to delete by approver and payroll processor
Time Detail: Overtime Earn Code Edit Overtime Earn Code Editing Drop down will limit to OVT/CPE or NEP/NEC combos. Can set the role which can edit on the work area maintenance doc. Converted existing values
Time Detail: Errors & Warnings Visibility of warnings on Time Detail and on Approver Tab. o Affordable Care o hr and 29+ warning o Earn Code specific o Ex: FMLA, Injury, NEP/NEC o Clock Location o If clock taken from unapproved IP per Clock Location Rule o Accrual Balance Exceeded o Ready to Approve Errors o Invalid Assignment o Overlapping Timeblocks o Standard hours (of 40) not met o More than 40 counts as regular hours recorded
Approver/ Payroll Processor Tab Displays employees and their Work Status Over 12 hrs=Red Filtering by Dept, Work Area and Approval Status Search by employee ID, name, username and Doc ID Visibility of historical data Warnings Notes Drill Down to Employee day by detail
Approving Timesheets Document will still route to Action List with a link to the Approval Tab. Approval Status Filter Three ways to Approve Approve button on Approval Tab Check box select on Approval Tab Approve button on individual timesheet Plus sign to expand summary on the Approval tab Click document ID to drill down to timesheet detail. Here you can make corrections, add notes and approve.
Live Demo Approver tab during approvals – Approval status filter – Warnings/notes – Plus sign – Approve buttons Adding time – Drop down – Multiple day select
Approver/Pay Processor Admin Functions View only of setup data: Administrative Department Earn Code Work Area Timekeeping Clock Location Rule Department Lunch Deduction Rule Shift Differential Rule Time Collection Rule Inquiries: Same as current TIME Clock Log- View clock actions/IP for clock entry employees Missed Punch- View report of missed punch documents created Time Block History Inquiry- View every timeblock ever added/deleted on timesheet. Time Block Inquiry- View active timeblocks Change Target Person: Input username to drill down to employees timesheet detail.
IUIE Reporting All Time users can access IUIE. All Datagroups and Reports rewritten/improved. Added F/C/H indicator to enable you to only select current values Overtime, Premium and Shift are now in the detail, no longer their own column Exception Reporting Totally reworked concept Reports to enable you to dynamically define exceptions for your area. Work in Progress Once they are available, please give feedback and ideas for new reports to meet your needs. Time data is for during the pay period or detail reporting. After the fact/high detail should be out of payroll/labor ledger data.
Support during Implementation Kuali Time Website – – Written documentation – Video Tutorials Multiple, short videos Decision Trees – Recording of this training Help tab in Kuali Time FMS Customer Service – Support form
Questions? Approvers, Reviewers and Payroll Processors can leave IF you arent also a Payroll Manager Additional information following questions for Kuali Time Administrators Upcoming session info found on Kuali Time Website along with recorded webinar
Department & Work Area Department – Edit roles: Time Dept Admin, Payroll Processor, Payroll Processor Delegate, Dept View Only – Enabled edit of Time Dept Admin Work Area – No longer classified by E and H – Add, Edit, Inactivate – Effective date updates when you edit – Edit roles: Approver, Approver Delegate, Reviewer – Overtime Edit Role & Default Overtime Earn Code
Maintenance document Must enter description Must click Add button Inactive Roles section
Rule Maintenance Always define at highest level, and define exceptions. Rules at employee level are hard to maintain. Clock Location Rule – Allows establishment of IP address/subnet as an approved location. When clock recorded at an unapproved IP, warning will show. Department Lunch Deduction Rule – Lunch buttons are eliminated – Establish an automatic meal deduction per shift Shift Differential – View of existing shift rules for the university
Time Collection Rule Maintenance now done centrally Campus level rules are established to determine time collection. Only exceptions officially recorded are being converted. To request an exception, form in TIME portal- Support Links (will be on the Help tab in the future)
Documentation Review whats published Written Video Tutorials Give feedback, and request additional videos, documentation
Questions? Are you in the test environment trying it out?