Presentation is loading. Please wait.

Presentation is loading. Please wait.

The Office of State Finance

Similar presentations


Presentation on theme: "The Office of State Finance"— Presentation transcript:

1 The Office of State Finance
CORE Oklahoma __________________________________________________ The Office of State Finance CORE HCM Forum April 20, 2011

2 Agenda Drivers License Data, Benefit Record # and Department 0000000
CORE Oklahoma __________________________________________________ Agenda Drivers License Data, Benefit Record # and Department Alan Binegar Total Comp Statements Frank Wade, EBC ELM Update, Systems Integration, Travel Checks & Direct Deposit Stacy Bonner Payroll Enhancements, Tips & New Changes Carol Barton

3 The Office of State Finance – ISD CORE
CORE Oklahoma __________________________________________________ Alan Binegar HRMS Administrator The Office of State Finance – ISD CORE

4 Drivers License Data CORE Oklahoma
__________________________________________________ Drivers License Data Developing an interface to load in existing data from legacy systems Working on a file to send to DPS HCM Team working with Agencies to load the DL Numbers data from their legacy applications. We will also develop a process to send a request to DPS to verify the status of the licenses we track in HCM. Not all employees DL Numbers will be populated, just the agencies that decide they require the tracking functionality and identify the employees. HCM Team will address the issue of Proof of Liability

5 CORE Oklahoma __________________________________________________
This is where the information will be stored in the HCM system under Personal Information.

6 Benefit Record Number Benefit Record Number must match Empl Rcd#
CORE Oklahoma __________________________________________________ Benefit Record Number Benefit Record Number must match Empl Rcd# Errors on Concurrent Jobs may affect other agencies Benefit Record Number will now default to Empl Rcd# Benefit Record Number must match Empl Rcd Number Errors on Concurrent Jobs may affect other agencies Benefit Record Number will now default to Empl Rcd Number The system used to always default the benefit record number to 0, so if you forgot to change the number on a concurrent job, you could affect another agency’s payroll. Now you will not need to remember to make the numbers match. The system will automatically populate the correct number.

7 Department 0000000 Pins – NOT Valid
CORE Oklahoma __________________________________________________ Department Pins – NOT Valid The HCM Team found where vacant pin numbers still have an inaccurate department number, ( ).

8 Agencies with Department 0000000 Pins
CORE Oklahoma __________________________________________________ Agencies with Department Pins This screen reflects the agencies that still have Department associated with pin numbers. To correct use the following: Navigation: Organization Development > Position Management > Add/Update Position Information Change the Department Number to a Valid Department Click Save

9 The Employees Benefits Council (EBC)
CORE Oklahoma __________________________________________________ Frank Wade IS Administrator The Employees Benefits Council (EBC)

10 2011 Total Compensation Reports – Update

11 Total Compensation Example Page 1
Governor’s Letter Purpose of the Report Printed for Employees Total Compensation Survey Individual Statement in BAS Compensation and Salary

12 Total Compensation Example Page 2
Insurance Benefits Retirement Benefits (based on retirement plan) SoonerSave

13 Key Facts for Total Compensation
Reports are for 2010 Employment of a currently active employee. New Hires after December 31, 2010 will not receive a statement. Benefits Coordinators for each agency will receive the printed statements beginning April 15th from EBC by interagency mail. If you have not received your Total Compensation Statements by April 25th , call your benefits coordinator who can verify receipt (or not) and then call EBC if it is missing. Employees may retrieve their personal statement by April 18th by signing on to BAS and selecting Reports> Reprint Total Compensation Report Survey available by signing on to BAS and selecting the Survey from the middle of the page (Note box). In addition, a paper copy of the survey will be available for employees through their Benefits Coordinator by April 18th, 2011.

14 Employees Benefits Council - Home Page How to Fill out the Employee Survey or Reprint your Statement

15 BAS Employee Page (Once signed on you can select …)
Employee Page with Survey Reports>Reprint Total Comp. Stmt.

16 The Office of State Finance – ISD CORE
CORE Oklahoma __________________________________________________ Stacy Bonner HRMS Administrator & ELM Project Lead The Office of State Finance – ISD CORE

17 ELM Update Phase II for ELM Phase III for ELM CORE Oklahoma
__________________________________________________ ELM Update Phase II for ELM Utilizing about 10% of the application functionality Project goes through June 2011 Phase III for ELM In the proposal stage for FY2012 budget Proposal to include: Web-learning, Certification Programs, Training Plan & Budgets, Employee Self Service Rollout, Enhanced Reports, Financials Integration, etc.

18 ELM Agencies Pilot Phase II DEQ OSF-CORE Classes OSEEGIB Career Tech
ODOT OPM OSDH DRS DCS OSF – Certified Financial Officer Training

19 ELM Update External Learners CORE Oklahoma
__________________________________________________ ELM Update External Learners ELM to only service a small population of External Learners AMANDA Project will handle large populations of External Learners serviced by the State Licensing, Certifications, etc Brett Johnson or

20 PeopleSoft System Integration
CORE Oklahoma __________________________________________________ PeopleSoft System Integration What is it?

21 System Integration CORE Oklahoma
__________________________________________________ System Integration This screen shot reflects the System Integration between the HCM system to the following applications: CRM – Help Desk FIN – Financials ELM – Enterprise Learning Management Agency – Interfaces into PeopleSoft Agile Assets – ODOT Time tracking system for Phase II implementation HCM populates personal information to the other applications: i.e., name changes, business addresses, business phone numbers, direct deposit for travel checks

22 System Integration HCM to ELM HCM to CRM HCM to FIN
CORE Oklahoma __________________________________________________ System Integration HCM to ELM Name changes address HCM to CRM Name, Phone address HCM to FIN Direct Deposit Time & Labor Data

23 - No more duplicate entry - Reduces the error rate
CORE Oklahoma __________________________________________________ System Integration How is it changing the way we do business? - No more duplicate entry - Reduces the error rate - Provides more accurate reporting - Allows for time to do other tasks

24 What is the role of CORE? CORE Oklahoma
__________________________________________________ What is the role of CORE? Maintain software functionality Partner with OPM, DCS, etc. to develop Business Processes applying State Laws & Rules to PeopleSoft Systems Upgrade and Implement new software services Support Agency Business Professionals Conduct independent enhancement projects with agencies Evaluate Business Processes for agencies

25 Mandatory PeopleSoft Applications Optional PeopleSoft Applications
CORE Oklahoma __________________________________________________ Mandatory PeopleSoft Applications Optional PeopleSoft Applications HCM – HR & Payroll Financials – Payables, General Ledger, Procurement, etc. CRM – Helpdesk EPM - Budgeting ELM – CORE & HRDS Classes HCM – Employee Self Service, Manager Self Service, Bi-weekly Payroll, etc. Financials – Grants, Contracts, Projects, etc ELM – Internal Catalog Management

26 What is the process for getting new services?
CORE Oklahoma What is the process for getting new services? Log a Helpdesk case at (405) or . You will be contacted and a demo will be set up for your agency. A Business Process Analysis (BPA) session will be conducted. Evaluation and planning occur between OSF and agency. Your application environment or service is built. User Acceptance Testing (UAT) occurs. When business processes are proven and testing is completed, then agency is ready to Go-Live with the new service.

27 Travel Checks & Direct Deposit Notice
CORE Oklahoma Travel Checks & Direct Deposit Notice Name & Direct Deposit Info vs Business Addresses Name & Bank Info Flows to Financials automatically (System Integration functionality) Business Address is captured in HCM, then published to FIN through a process Currenty in the process of capturing all addresses in HCM, since they were populated for the ELM OPM classes Travel check recipients are now receiving notifications when their check have been processed through Accounts Payable Since travel check recipients are now receiving notifications when their check have been processed through Accounts Payable The HCM Team is asking the agencies to validate the Business addresses designated as preferred in HCM. HCM has found incorrect business addresses that were loaded and the wrong person is receiving the deposit notification

28 Production Support Lead
CORE Oklahoma __________________________________________________ Carol Barton HCM Coordinator & Production Support Lead The Office of State Finance – ISD CORE

29 Payroll Enhancements Users Locked out of System from 9 PM to 1 AM
CORE Oklahoma __________________________________________________ Payroll Enhancements Users Locked out of System from 9 PM to 1 AM Bar Coding to be Added to Garnishment Letters A new report was added to the Longevity Process that will show any employee on paid leave status that may need to be paid Longevity Bar Coding to be added to production in the near future.

30 Longevity Process CORE Oklahoma
__________________________________________________ Longevity Process

31 Payroll Tips Check Issue Date on Paysheets that are manually created
CORE Oklahoma __________________________________________________ Payroll Tips Check Issue Date on Paysheets that are manually created Earned Income Credit on Tax Data Page Earned Income Credit on Tax Data Page Earned Income Credit Tax box has been grayed out HCM Team has cleaned up the data, (even the terminated employees)

32 Earned Income Credit CORE Oklahoma
__________________________________________________ Earned Income Credit

33 CORE Oklahoma __________________________________________________ New Payroll Changes PeopleSoft Tax Update 11-B has been tested and will in Production on April 23, 2011 Work has been started on Centralizing Child Support Payments for the State of Oklahoma Accounts Payable check will auto generate Testing has started on the FY12 Combo Code change over – watch for changes Work has been started on Centralizing Child Support Payments for the State of Oklahoma Accounts Payable checks

34 Next HCM Forum CORE Oklahoma Wednesday, June 15th, 2011
Suggestions for Topics? None were received Please submit a Help Desk Case and the Team will address topic in the next HCM Forum Suggestions for Topics? None were received Please submit a Help Desk Case and the Team will address topic in the next HCM Forum

35 Thank You! CORE Oklahoma
__________________________________________________ Thank You!


Download ppt "The Office of State Finance"

Similar presentations


Ads by Google