1. 1 State of Connecticut Core-CT Project HRMS Users Group Meeting September 12 & 13, 2006

2. 2 Agenda WelcomeAnne North and Sue Martin Business Process Updates PayrollNancy Ribes / Shirley Galka Human ResourcesLina Simonu / Shari Grzyb Heather Tweeddale Time and LaborBelinda Thibedeau EPMMary Yabrosky / Barbara Jacius TrainingCathy Bysiewicz - Cluen Key MessagesAnne North and Sue Martin Questions & DiscussionAll

3. 3 Agenda WelcomeAnne North and Sue Martin Business Process Updates PayrollNancy Ribes / Shirley Galka Human ResourcesLina Simonu / Shari Grzyb Heather Tweeddale Time and LaborBelinda Thibedeau EPMMary Yabrosky / Barbara Jacius TrainingCathy Bysiewicz - Cluen Key MessagesAnne North and Sue Martin Questions & DiscussionAll

4. 4 Payroll Update Year End Deadlines Workers comp/cash recoveries, cancelled checks/advices for reversals and other manual adjustments must be submitted to Central Payroll by noon on Tuesday, November 21, 2006. All reversals for checks issued after November 21 st must be submitted to Central Payroll by noon on Friday, December 22, 2006. Adjustments not received by these deadlines will result in the issuance of a W2C.

5. 5 Payroll Update Year End 2006 The W2 will be sent to the job that is designated as PRIMARY VIA the primary job flag on job data

6. 6 Payroll Update What Does this Mean? If an employee has an active job at UConn (empl_rcd 0) and a second active job at OSC (empl_rcd 1) that is designated as primary: The W2 will be sent to OSC

7. 7 Payroll Update Reminder - Name Format for Year-End Reporting The IRS requires that suffixes (JR, SR, etc.) not get stored within the last or first name fields via the W2’s or on the outbound IRS files. When hiring an employee, please do not store suffixes within the first or last name fields on personal data via the name history page. Suffixes should be stored within the suffix field on personal data.

8. 8 Payroll Update Note: Federal and State Tax Set up Care must be taken when using additional Tax Withholding When an employee has an additional amount designated to be withheld for Federal or State taxes of $100.00 And multiple tax periods are selected for any lump sum payment processed through Additional Pay page, be aware of the impact. For example, if 6 tax periods are selected it will result in withholding an additional amount of $600.00 ($100.00 X 6 tax periods = $600.00)

9. 9 Agenda WelcomeAnne North and Sue Martin Business Process Updates PayrollNancy Ribes / Shirley Galka Human ResourcesLina Simonu / Shari Grzyb Heather Tweeddale Time and LaborBelinda Thibedeau EPMMary Yabrosky / Barbara Jacius TrainingCathy Bysiewicz - Cluen Key MessagesAnne North and Sue Martin Questions & DiscussionAll

10. 10 Human Resources Update Longevity First preliminary report ran on 09/08/2006 Second preliminary report scheduled to run on 09/20/2006 Third preliminary report scheduled to run on 09/27/2006 Final processing and reports will take place on Friday, 10/06/2006.

11. 11 Human Resources Update Longevity, Continued Please note these critical dates: Longevity is processed for pay period 09/29/2006 to 10/12/2006. Payroll will confirm on Thursday,10/19/2006 for check dated Friday, 10/27/2006. –Job Aid resources on the Core-CT website: See Longevity Report to Excel Format, Longevity Processing, Longevity Exceptions, and Professional Experience (Longevity) Date Processing.

12. 12 Human Resources Update Mass Salary Changes Many salary updates occurred for July 2006 162 new salary plans loaded 138 GWI and AI combinations processed Important: Need agency assistance to review preliminary reports processed.

13. 13 Human Resources Update Human Resources Tickets Tips on logging tickets Verify that all benefit events are closed before logging the ticket Include pertinent information such as: employee number, employee record, action/reason code, effective date, job code, employee class, certification number, salary plan (grade and step), salary amount, working test period completion date (probationary date), and appointment end date.

14. 14 Human Resources Update Human Resources Tickets, Continued Tips on logging tickets, continued When logging a ticket, please do not also contact a member of the support team. This creates confusion because a support team member may be working on the email or phone call while another member is working on the ticket. Supply supporting documentation if different from normal processing (example: a stipulated agreement). DAS has updated the transfer and rehire request form to include Employee Class.

15. 15 Human Resources Update Leaves of Absence If changing the type of leave an employee is on, users must reinstate between each leave in order for benefits to process correctly. If terminating an employee while on a leave of absence, users must also reinstate the employee prior to termination in order for benefits to process correctly. When entering a paid or unpaid leave of absence, verify the dates on the timesheet match the dates in job data.

16. 16 Human Resources Update General Comments vs. Notepad General Comments Do not use General Comments to store your Job Data information. May continue to be used for other notations by navigating to: Workforce Admin>Personal Information>Biographical>General Comments (Example: for pages without an option to make a comment such as Additional Pay payments) Does not appear on the Personnel Actions History Report. Notepad Used when entering a row in Job Data Appears on the Personnel Actions History Report.

17. 17 Human Resources Update Personal Data New Hire - Personal Data - Do not add a row Navigate to: Workforce Admin>Personal Information>Add a Person Click on the “Add a Person” hyperlink which will bring you to the first page of Biographical Details tab Do not click the “+” button to add a row; at this point complete the entry.

18. 18 Human Resources Update Personal Data, Continued New Hire - Personal Data - Do not add a row Effective date must be either today’s date or earlier; you cannot future date this page. Once Personal Data is complete, you can future date the actual hire row in Job Data.

19. 19 Human Resources Update Personal Data, Continued

20. 20 Human Resources Update Personal Data, Continued

21. 21 Human Resources Update Temporary Service in a Higher Class Reminder: Training is available for Temporary Service in a Higher Class. Contact Lina Simonu at 860-622-2520 to schedule. Job Aid is located at: http://www.core- ct.state.ct.us/user/hrjobaids/hr/chklst_ee_to_tshc.dochttp://www.core- ct.state.ct.us/user/hrjobaids/hr/chklst_ee_to_tshc.doc

22. 22 Human Resources Update Navigation Tips If you would like to see the page larger, press F11 and it removes the window navigation buttons on the bottom of your computer page. (To return to original view, press F11 again.) When tabbing through a page and you tab to a field that has the drop down arrow, type in the first letter and it will fill in the first value in that drop down menu. To continue to the value you want, just keep typing in the first letter. Example: Action field – the first termination action of “Terminated With Benefits” appears. Press “T” again and the second Termination appears.

23. 23 Human Resources Update Navigation Tips, Continued Exercise caution when using the wheel on your mouse. If you use the wheel to scroll down the page and your icon is left on a drop down menu field, the scroll wheel will change the value from what you selected. There are multiple ways to search for a name using first name only, last name only or both first and last names.

24. 24 Human Resources Update Navigation Tips, Continued

25. 25 Human Resources Update Navigation Tips, Continued

26. 26 Human Resources Update Navigation Tips, Continued

27. 27 Human Resources Update Navigation Tips, Continued

28. 28 Human Resources Update Navigation Tips, Continued

29. 29 Human Resources Update Benefit Service Date – Part Time NP-3 Employees Benefit Service Date Date field used for vacation accrual Business rules for part time NP-3 have been removed from this date field because those employees are calculated as though they are full time. Agencies will need to manually calculate the individual employee’s date for correct calculation. If employees are due additional vacation time, agencies will need to add those days to their timesheet.

30. 30 Human Resources Update FLSA Status DAS is reviewing the FLSA (Fair Labor Standards Act) statuses on the Job Code table. Establishing or Reclassifying a position – FLSA default comes in from Job Code table. Hiring or Reclassifying in Job Data – FLSA default comes in from Position Data. If default does not meet the employee’s assignment, contact Help Desk for assistance. Each request will be reviewed by DAS.

31. 31 Human Resources Update Position Data Monthly Position Status Report – corrected Excel format problems Appropriated column had a value but non-appropriated column was blank; non-appropriated got filled with the same value as appropriated. (Current values are reflected accurately.) If position row was vacant, Excel report filled in previous row’s incumbent. (Employee number and name will now be blank on that position row.)

32. 32 Human Resources Update Position Data, Continued Monthly Position Status Report – corrected Report (PDF) format problems In both report and Excel format, some parts of split funding were not being captured to reflect 100% FTE. (Now reflecting accurately.) On the PDF report, FTE detail, sub totals and totals were rounded to two decimal places before displaying. This may have caused errors in totals if the position had split funding. (Now the report displays to three decimal places for accurate totaling.)

33. 33 Human Resources Update Position Data, Continued Monthly Position Status Report – One final issue Multiple incumbent positions report only the first incumbent rather than all position incumbents as intended.

34. 34 Human Resources Update DAS HR Business Rules and Central Audit Unit Team Members Shari Grzyb, HR Program Manager Heather Tweeddale, HR Consultant Lisa Chasse, HR Consultant Pauline Mahoney, HR Consultant Mike Cosgrove, Leadership Apprentice

35. 35 Human Resources Update DAS HR Business Rules and Central Audit Unit HIR – DUA Transactions Gaining agency should ask candidate if they are employed with any other State agency; if so, does the candidate intend to continue the other job? Losing agency needs to communicate candidate’s intentions regarding employment when gaining agency notifies you of transfer request.

36. 36 Human Resources Update DAS HR Business Rules and Central Audit Unit HIR – DUA Transactions, continued Consequences can result if there is a lack of communication. Primary agency may be unaware of dual employment and, subsequently, does not pay overtime for hours worked at secondary agency. Federal fines will occur under FLSA.

37. 37 Human Resources Update DAS HR Business Rules and Central Audit Unit Transfer and Rehire Transactions There is a format to use when submitting requests to DAS Central Audit Unit. New information requested: –Empl Class –Record Number (if more than one exists)

38. 38 Human Resources Update DAS HR Business Rules and Central Audit Unit Transfer and Rehire Transactions, continued Required Information: Employee Name Record #: (e.g., 1) Empl ID: Effective Date: Action: (i.e., Transfer or Rehire)

39. 39 Human Resources Update DAS HR Business Rules and Central Audit Unit Transfer and Rehire Transactions Required Information, continued Reason: (e.g., Promotion, Demotion, etc.) Position Number: Empl Class: (i.e., Probation Period Classified) E-mail Address of Losing Agency Contact: Phone Number of Gaining Agency Contact:

40. 40 Human Resources Update DAS HR Business Rules and Central Audit Unit Lisa.Chasse@CT.Gov Michael.Cosgrove@CT.Gov Pauline.Mahoney@CT.Gov

41. 41 Agenda WelcomeAnne North and Sue Martin Business Process Updates PayrollNancy Ribes / Shirley Galka Human ResourcesLina Simonu / Shari Grzyb Heather Tweeddale Time and LaborBelinda Thibedeau EPMMary Yabrosky / Barbara Jacius TrainingCathy Bysiewicz - Cluen Key MessagesAnne North and Sue Martin Questions & DiscussionAll

42. 42 Time and Labor Update Tickets Log a ticket when you see something happening – a user noticed during the upgrade that the display for the Accrual Page was incorrect when in View All mode. Please provide as much information as you can to avoid response delays – EmplID, Empl Rcd, Detailed description of problem, etc. Ask to have ticket escalated to Level 2.

43. 43 Time and Labor Update Leave Plans We don’t process changes to leave plans retroactively. PL time will be awarded automatically; either when the employee is first hired or after six months of service depending on the plan in which the employee is enrolled.

44. 44 Time and Labor Update Job Aids New job aid created for Self Service agencies, “Entering Time for Self Service Agencies.” Please share it with your employees (along with Daily Mail information). http://www.core-ct.state.ct.us/hr/self/default.htm Creating a new Workgroups job aid and an Accrual Audit job aid.

45. 45 Time and Labor Update Comp and Holiday Time Discrepancies Comp and Holiday out of balance issues will be addressed in conjunction with the Days Conversion Program solution. Comp and Holiday out of balance sync will be included as part of a new Leave Accrual custom process to be run on Pay Confirm night.

46. 46 Time and Labor Update Leave Accrual Discrepancies Sick, Vacation and PL Out of Balance - where employees can either use more time than they have or are unable to use time they do have Six causes have been identified.

47. 47 Time and Labor Update Leave Accrual Discrepancies, Continued Two tables used for storing accrual balances One table populates Timesheet and the other table populates the Leave Accrual page. Table which populates the Timesheet balance is updated when Timesheet is submitted and from Adjust Paid Time entries. Table which populates Leave Accrual page is updated by the Leave Accrual process using Confirmed entries.

48. 48 Time and Labor Update Leave Accrual Discrepancies, Continued (1)Adjust Paid Time entries that change Sick, Vacation or PL to non-leave accrual TRCs Adjustments made to this page for sick, vacation, or PL will update the Timesheet balance (new to 8.9). These entries will NOT update the Leave Accrual balance.

49. 49 Time and Labor Update Leave Accrual Discrepancies, Continued (2) Turning off OK to pay on payline or requesting a payline adjustment for a row that includes leave time When Timesheet is submitted, the Timesheet balance is updated (new to 8.9). The Leave Accrual balance will NOT be updated.

50. 50 Time and Labor Update Leave Accrual Discrepancies, Continued (3) Check Reversal containing leave time Check is properly reversed. System looks for a corresponding Adjust Paid Time entry and this is what will adjust the Timesheet balance.

51. 51 Time and Labor Update Leave Accrual Discrepancies, Continued (4) Online (petty cash) check containing leave time (Sick, Vacation or PL not entered in TL) Check is created. System looks for a corresponding Adjust Paid Time entry and this is what will adjust the Timesheet balance.

52. 52 Time and Labor Update Leave Accrual Discrepancies, Continued (5) Online (petty cash) check created for REG time with Adjust Paid Time entry for Sick, Vacation or PL Payment is created. Timesheet balance will be updated but Leave Accrual balance will not.

53. 53 Time and Labor Update Leave Accrual Discrepancies, Continued (6) Additional Pay entries for Sick, Vacation or PL for hours Payment is created. System looks for a corresponding Adjust Paid Time entry and this is what will adjust the Timesheet balance.

54. 54 Time and Labor Update Leave Accrual Solutions (1)Adjust Paid Time entries that change Sick, Vacation or PL to non-leave accrual TRCs Core-CT will create a custom process Will run on Pay Confirm night to sync up balances –first time will sync up historical rows; subsequent processes will sync balances for previous two weeks Agency business process remains the same Employees have potential to be out of balance for two weeks Tentative Start date in October.

55. 55 Time and Labor Update Leave Accrual Solutions, Continued (2) Turning off OK to pay on payline or requesting a payline adjustment for a row that includes leave time Core-CT will create report for agencies Agency will need to clean up Job Aid will be provided containing steps agency needs to take Tentative start date in October.

56. 56 Time and Labor Update Leave Accrual Solutions, Continued (3) Check Reversal containing leave time Payroll and TL records must be in sync Once reversal is processed, an Adjust Paid Time entry must be done to delete the time.

57. 57 Time and Labor Update Leave Accrual Solutions, Continued (4) Online (petty cash) check containing leave time Payroll and TL records must be in sync Online check MUST be created for the time that is to be paid If employee should be paid leave time, the corresponding Earn Codes and hours must be requested Adjust Paid Time entry may be needed if time is not entered on Timesheet.

58. 58 Time and Labor Update Leave Accrual Solutions, Continued (5) Online (petty cash) check created for REG time with Adjust Paid Time entry for Sick, Vacation or PL Payroll and TL records must be in sync Online check MUST have a corresponding Adjust Paid Time entry Agency must ensure that the time paid with the Online check is reflected on the Adjust Paid Time page.

59. 59 Time and Labor Update Leave Accrual Solutions, Continued (6) Additional Pay entries for Sick, Vacation or PL for hours Payroll and TL records must be in sync Additional Pay entries for leave time must have corresponding Adjust Paid Time entry Agency must make entry using hours (not amounts) on Adjust Paid Time page for the leave time paid or adjusted in Additional Pay.

60. 60 Time and Labor Update Leave Accrual Solutions, Continued Moral of the story: Payroll and TL records must be in sync in order for Leave Accrual balances to remain in balance.

61. 61 Agenda WelcomeAnne North and Sue Martin Business Process Updates PayrollNancy Ribes / Shirley Galka Human ResourcesLina Simonu / Shari Grzyb Heather Tweeddale Time and LaborBelinda Thibedeau EPMMary Yabrosky / Barbara Jacius TrainingCathy Bysiewicz - Cluen Key MessagesAnne North and Sue Martin Questions & DiscussionAll

62. 62 EPM Update Public / Superuser Best Practice and Standards Steps in creating Public Queries (PQ’s) 1.Identify need: Information, Users/Audience 2.Identify Reporting Tables for Query 3.Design your query on paper 4.Create and Test your Query 5.Save as Private – Complete all Query Properties fields 6.Copy Private to Public and rename using naming standards

63. 63 EPM Update Public / Superuser Best Practice and Standards, Continued Create PQs only when necessary. Search for existing queries before creating new PQs. Create “performance friendly” PQs. Create and test query as Private query first; then save as PQ. Abide by naming standards. Modify Only Public queries you created. Copy other Public queries first before modifying.

64. 64 EPM Update Public / Superuser Best Practice and Standards, Continued Please remember: Public query access is not secured by creator UserID. Any public user can modify, update or delete any other user’s public query.

65. 65 EPM Update Public / Superuser Best Practice and Standards, Continued

66. 66 EPM Update Public / Superuser Best Practice and Standards, Continued Public Query Naming Standards Core-CT Delivered Queries: CT_CORE_MODULE_FUNCTION_QNAME Example: CT_CORE_HR_POSN_ACTIVITY Agency Public Queries: CT_AGENCYACRONYM_MODULE_FUNCTION_QNAME Example: CT_APA_HR_EMP_CHANGES

67. 67 EPM Update EPM Training Needs Assessment EPM Training Dates to be determined by 01/01/07 Query Basic Training- Full day sessions Query Refresher- Half day sessions Query Advanced-Half day sessions

68. 68 EPM Update EPM Training Needs Assessment Superuser Training Survey All users with access to create public queries have been contacted to assess training requirements. Agency Training Survey Hand out available

69. 69 Agenda WelcomeAnne North and Sue Martin Business Process Updates PayrollNancy Ribes / Shirley Galka Human ResourcesLina Simonu / Shari Grzyb Heather Tweeddale Time and LaborBelinda Thibedeau EPMMary Yabrosky / Barbara Jacius TrainingCathy Bysiewicz - Cluen Key MessagesAnne North and Sue Martin Questions & DiscussionAll

70. 70 Training Update Training Registration Registration for all training classes and user group meetings is now available in HRMS production −HRMS and Financial training registration users have access to the training pages for all employees in their agency and related reports. –Registration process is same as former process. A job aid, Core- CT HRMS 8.9 Training Registration, is located in two areas on the Core-CT website. http://www.core-ct.state.ct.us/hr/ http://www.core-ct.state.ct.us/training/register/Default.htm

71. 71 Training Update Training Registration, Continued Any agency needing additional training registration users should use the Application Security Request Form on the Core-CT website. http://www.core-ct.state.ct.us/security/ http://www.core-ct.state.ct.us/security/ The former registration tool is retired and the data archived for record retention purposes.

72. 72 Agenda WelcomeAnne North and Sue Martin Business Process Updates PayrollNancy Ribes / Shirley Galka Human ResourcesLina Simonu / Shari Grzyb Heather Tweeddale Time and LaborBelinda Thibedeau EPMMary Yabrosky / Barbara Jacius TrainingCathy Bysiewicz - Cluen Key MessagesAnne North and Sue Martin Questions & DiscussionAll

73. 73 Wrap Up Thank 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, December 5, 2006, 1:30pm - 4:00pm and Wednesday, December 6, 2006, 9:00am - 12:00pm Room 1002A and 1002B 101 E. River Drive

74. 74 Agenda WelcomeAnne North and Sue Martin Business Process Updates PayrollNancy Ribes / Shirley Galka Human ResourcesLina Simonu / Shari Grzyb Heather Tweeddale Time and LaborBelinda Thibedeau EPMMary Yabrosky / Barbara Jacius TrainingCathy Bysiewicz - Cluen Key MessagesAnne North and Sue Martin Questions & DiscussionAll

75. 75 Questions/Discussion