Presentation on theme: "PAYROLL PROCEDURES ANNUAL UPDATE 2014-2015 PRESENTER: OSCAR TRIGO-DIRECTOR OF PAYROLL."— Presentation transcript:
PAYROLL PROCEDURES ANNUAL UPDATE 2014-2015 PRESENTER: OSCAR TRIGO-DIRECTOR OF PAYROLL
CONTACT INFORMATION Oscar Trigo– Director of Payroll – (956) 632-8849 Lazaro Ramos – Staff Accountant – (956) 618-7345 Theresa Caceres(956) 618-6044Lead Payroll Clerk Lucinda Jauregui(956) 632-8448Payroll Clerk Margot Ochoa(956) 618-6041Payroll Clerk Elizabeth Becerra(956) 632-8849Payroll Clerk Anita Solis(956) 618-6043Payroll Clerk Belinda Solis (956) 618-6040Payroll Clerk
UPDATES Updates to Payroll Manual – Section A – General Information – Section B – Payroll Dashboard – Section C – Leave Absence Processing – Section D – Time Clock Policy and Guidelines – Section E – Payroll Supplemental – Section F – SFE & Substitutes – Section G – Rates & Codes
Section A HB 2961 – Removal of Social Security numbers from forms As a result of HB 2961, all payroll related forms have been updated to comply with a new requirement that prohibits the use of a district employee’s social security number as an employee identifier other than for tax purposes. All payroll related forms have been updated to comply with this new bill. These new forms are to be used effectively immediately.
Section A Payroll Related Forms now available on Payroll Dashboard
Section B All McAllen Independent School District employees with access to SunGard, will now have the ability to enable the PAYROLL DASHBOARD. This dashboard will include helpful links as well as commonly used payroll related forms.
Section C Effective with the 2013-2014 school year, all leave balances are now part of the check stub on Employee Online. Please refer to the pay date schedule for the leave dates that are processed in each pay date.
Section D Any time spent working while not clocked in (a.k.a. “working off the clock”) is strictly prohibited. – Examples of “working off the clock” may include: – Forgetting to clock in or out – Voluntarily continuing to work at the end of regular working hours
Section D – Taking work home to complete on the weekend or in the evening – Checking/Reading/Reviewing work-related emails or listening to work-related voicemail messages while away from the office or workplace – Answering phones, emails, or attending to customers while clocked out for a lunch break
Section D – Each location is required to keep 4 years worth of reports on file as per Record Retention Record Number GR1050-56.
– When VERIFYING jobs, ensure that Job Type is set to All, Job Status is set to All, exclude cancelled, Sub Status is set to filled, and the Search from date is for the date(s) you will be verifying absences/substitutes and click on SEARCH
Section F The following should be looked at when reviewing the daily report: – Job HH (Job Hours) should never be more than 9 hours. If there is such an instance, this would indicate that the absence was called for an incorrect period. (Ex. 1:00am to 5:00pm)
Section F – To verify absences/substitutes click on the Verify Box to manually verify each absence against your printed emailed report where your sub signatures are on.
Section F – When done verifying, select Save Verified.
Section F – The payroll department will process payment for all substitutes who have had their information verified through the SFE system – SFE Verify Approval must be done daily by campus clerk. Prior days verify approval is due by the next day at noon.
Section F – All daily reports are subject to be pulled for audit, both by our internal and external auditor. This is extremely critical with substitutes. Please ensure that all absences being verified electronically on SFE are accurate and that all substitutes sign the SFE Job report for every day they work.
Section F – Each location is required to keep 4 years worth of reports on file as per Record Retention Record Number GR1050-56.
Section F – Budget Codes At the end of each month, the Payroll Department will send out a budget report that includes each employee that has used a budget code for the month. If you oversee a particular funding source and find that an employee has used your budget code that they should not have used, please contact the campus so that they can correct it, otherwise the substitute will be charged to your budget code funds.
Section G – Board Approved Rates for the 2014-15 year