1. Session 1020 Multiple Jobs Processing in HRMS 8 - Part I  March 20, 2001  Dave Dresselhouse  PeopleSoft

2. Agenda  This is a 2-part presentation...  Part I (2:30 - 3:30)  Multiple Jobs Basics / Overview  HRMS  Payroll for North America  Pension Administration  Break (3:30 - 3:45)  Part II (3:45 - 4:45)  Benefits Enrollment and Deductions  Benefits Administration / Eligibility

3. Multiple Job Basics / Overview PeopleSoft HRMS Product Line Company: University Position: Professor Paid: Weekly Job: #1 Company: University Position: Dean Paid: Monthly Job: #3 Company: Hospital Position: Physician Paid: Monthly Job: #4 Company: University Position: Researcher Paid: Weekly Job: #2 Employee All jobs don’t have to be “concurrent”: Professor Researcher Dean Time Physician

4. Multiple Job Basics / Overview PeopleSoft HRMS Product Line EMPLOYMENT Empl_Rcd: #0 EMPLOYMENT Empl_Rcd: #2 EMPLOYMENT Empl_Rcd: #3 EMPLOYMENT Empl_Rcd: #1 PERSONAL_DATA Representation of multiple jobs in the database: JOB Effdt: 1/1/98 Action: HIR JOB Effdt: 2/1/99 Action: XFR JOB Effdt: 8/1/99 Action: DTA JOB Effdt: 6/1/98 Action: HIR JOB Effdt: 4/1/98 Action: HIR JOB Effdt: 12/31/98 Action: TER JOB Effdt: 2/1/99 Action: HIR

5. Multiple Job Basics / Overview Why Use Multiple Jobs?  Concurrent employment in multiple companies (or legal entities) within a corporation/organization  Jobs for different FEINs need to be kept separate  Need to distribute expenses differently for each job held in a single company  e.g. Salary and Benefits expenses  If Benefits eligibility can vary by job, or group of jobs  Pension Administration requires multiple jobs PeopleSoft HRMS Product Line

6. PeopleSoft HRMS

7. PeopleSoft HRMS Enhancements What’s new in HRMS?  “Primary/Secondary” Job Indicator  FTE tracking/visibility across multiple jobs  Job inquiry across multiple jobs  Benefit Record assignment  Reports respond to “Primary Job” PeopleSoft HRMS

8. Primary/Secondary Job Indicator PeopleSoft HRMS  Established on the Job record  Effective dated  Used mostly for reporting  Real-World implementation requires that we allow more than one primary job as an exception  Due to security implementations  On-Line warning  Audit report

9. Cross-Job FTE Tracking PeopleSoft HRMS  Visibility of totals across all jobs as of Effective Date  Standard Hours  FTE  Note that totals are not stored

10. Inquiry Across Multiple Jobs PeopleSoft HRMS  View of “non-sensitive” data for all jobs as of Effective Date

11. Benefit Record / Program Assignment PeopleSoft HRMS  Benefit_Rcd# = Empl_Rcd# relationship broken  Benefit Record can be directly entered in normal page flow  Benefit Record for a job can be changed at any time  Benefit Program is not required if all jobs in Benefit Record are managed by “Other” pay systems

12. HRMS Reports PeopleSoft HRMS  All reports that derive data from one job have been modified to respect the new “Job Indicator” field  In the case of “overlapping” primary jobs:  Lowest Active Empl_Rcd is used  If all jobs are terminated:  Lowest Empl_Rcd is used

13. PeopleSoft Pension Administration

14.  Enhanced Multiple Job functionality affects four major areas of Pension Administration:  Alias resolution  Plan Eligibility  Consolidations  Service PeopleSoft Pension Administration Enhancements PeopleSoft Pension Administration

15.  Multiple Concurrent Jobs processing requires new method for resolving Database Aliases  In earlier releases, Aliases were resolved on Job 0  For Multiple Concurrent Jobs enhancement it was necessary to establish the employee’s Primary Job in order to resolve Aliases  User-defined criteria for Active Job and Eligibility are used to identify Primary Job PeopleSoft Pension Administration Alias Resolution

16.  Primary Job for Pension can be directly specified  Effective Dated PeopleSoft Pension Administration Alias Resolution

17.  Primary Job is determined in the following order of precedence:  Override Job (user defined)  Lowest Eligible Active Job  Lowest Eligible Job  Lowest Active Job  Lowest Job PeopleSoft Pension Administration Alias Resolution

18.  Plan Eligibility  First, an eligibility timeline is established for each job  Using individual job eligibility timelines, a blended timeline of eligible and non-eligible status periods, is created across multiple jobs  Based on the blended timeline, appropriate definitions are applied PeopleSoft Pension Administration Plan Eligibility

19. Multiple Jobs Eligibility Timeline ‘84 ‘86 ‘88 ‘90 ‘92 ‘94 ‘96 ‘98 ‘00 Job 0 1 2 3 4 5 Blended ELIGIBILITY TIMELINE = Eligible = Ineligible First, an Eligibility Timeline is created for each job. Then a blended timeline is created. Job 3 is Salary Plan & Ineligible Example Mary Complex: 5 Multiple Jobs Plan: USPEN3 Let’s look at the rest of Mary’s Job History PeopleSoft Pension Administration 2/24/84 - 8/4/87 and 12/14/87 - 7/15/92

20. Job 0 1 2 3 4 $ Multiple Jobs Consolidated Earnings Annualized ‘ 91 ‘92 ‘93 ‘94 ‘95 ‘96 ‘97 Earnings Job 3 is Salary Plan: No Eligible Earnings $ 15,600 7,800 24,960 45,000 39,000 48,36041,114 2,782 0 9,377 24,148 $15,600 7,800 24,960 $48,360 0 PeopleSoft Pension Administration

21. ‘ 91 ‘92 ‘93 ‘94 ‘95 ‘96 ‘97 Multiple Jobs: Service Job 0 1 2 3 4 5 Multiple Jobs: Service / Eligible Jobs Only Job 5 Begins After 1997 Service 1.08300.25.6221 Job 3 is a Salary Plan: No Eligible Service PeopleSoft Pension Administration

22. PeopleSoft Payroll for North America

23.  What’s new in Payroll for North America?  Improved “Single Check” processing  Additional balance keys  Improved General Deductions enrollment and processing  FICA status tracked at the Job level PeopleSoft Payroll for North America PeopleSoft Payroll for North America Enhancements

24.  Combine as many jobs as possible onto a single check  Increases accuracy of Tax withholding - prevents under- withholding  Reduced processing costs associated with the production, distribution and reconciliation of “extra” checks  Less confusing to the employee PeopleSoft Payroll for North America Improved “Single Check” Processing

25.  Which jobs can be combined?  Same Company  Same Pay Period End Date  Either On or Off Cycle  Same FLSA Period  All paysheets created and ‘OK to Pay’  Same or Different Benefit Records  Same or Different Paygroups, aligning Pay End Dates PeopleSoft Payroll for North America Improved “Single Check” Processing

26. PeopleSoft Payroll for North America Improved “Single Check” Processing Company: University Position: Professor Paid: Semi-M (SM1) Empl_Rcd: #0 Benefit_Rcd: #0 Company: University Position: Dean Paid: Monthly (MO1) Empl_Rcd: #2 Benefit_Rcd: #2 Company: Hospital Position: Physician Paid: Monthly (MO2) Empl_Rcd: #3 Benefit_Rcd: #3 Company: University Position: Researcher Paid: Semi-M (SM1) Empl_Rcd: #1 Benefit_Rcd: #1 Employee $$$$ Release 7.X Pay End: 3/31/2001

27. PeopleSoft Payroll for North America Improved “Single Check” Processing Company: University Position: Professor Paid: Semi-M (SM1) Empl_Rcd: #0 Benefit_Rcd: #0 Company: University Position: Dean Paid: Monthly (MO1) Empl_Rcd: #2 Benefit_Rcd: #2 Company: Hospital Position: Physician Paid: Monthly (MO2) Empl_Rcd: #3 Benefit_Rcd: #3 Company: University Position: Researcher Paid: Semi-M (SM1) Empl_Rcd: #1 Benefit_Rcd: #1 Employee $$ Release 8.X Pay End: 3/31/2001

28. PeopleSoft Payroll for North America Improved “Single Check” Processing 3/15/2001 Semi-Monthly 3/31/2001 Monthly Semi-Monthly Empl_Rcd 0, BenefitRcd 0 Empl_Rcd 1, BenefitRcd 1 Empl_Rcd 0, BenefitRcd 0 Empl_Rcd 1, BenefitRcd 1 Empl_Rcd 2, BenefitRcd 2 Empl_Rcd 3, BenefitRcd 3 $$$$$$$$$ Pay EndJobs Paid7.X Checks8.X Checks Release 8.X / 7.X Comparison

29. PeopleSoft Payroll for North America Improved “Single Check” Processing  Controls single check processing when ‘Single Check for Multiple Jobs’ flag is checked  Identifies Paygroup where paysheets will be consolidated  Determines General Deduction processing Paygroup A Paygroup B* Paygroup C Pay Sheet Pay Sheet Pay Sheet Consolidated Pay Sheet *Primary Primary Pay Group

30. Improved “Single Check” Processing  How do you enable “Single Check” processing?  Company Table - “Single Check for Multiple Jobs”  Employees must be assigned to a Primary Paygroup  Even if all jobs are in the same paygroup!  Should be most frequently-paid pay group for the employee PeopleSoft Payroll for North America

31. Additional Balance Keys  Additional keys were added to the Balance tables  Finer level of detail to support multiple jobs  Earnings - Now tracked byJob (Empl_Rcd)  Deductions - Now tracked by enrollment (Benefit Record)  No change to General Deductions  General Deductions are no longer job-specific PeopleSoft Payroll for North America

32. Improved General Deduction Enrollment PeopleSoft Payroll for North America  Disconnect General Deductions from Benefit Programs  General Deductions no longer defined in a Benefit Program  Defined at the Company level  Enrollments no longer posted at the Job level  Employee is enrolled at the Company level  All jobs in the same Company share the same enrollment  No need to maintain enrollments as jobs come and go

33. Improved General Deduction Enrollment PeopleSoft Payroll for North America University Hospital Empl_Rcd 0, BenefitRcd 0 Empl_Rcd 1, BenefitRcd 1 Empl_Rcd 2, BenefitRcd 2 Empl_Rcd 3, BenefitRcd 3 Parking CompanyJobs7.X8.X Parking Enrollments Release 8.X / 7.X Comparison

34. Improved General Deduction Processing  Union Dues and Multiple Jobs  General Deduction can be flagged as “Union Dues”  Union Dues are deducted only if a job enrolled in the Union is being paid on the check PeopleSoft Payroll for North America

35. Improved General Deduction Processing  Deduction Frequency  Can now specify whether deduction should be taken from every check, or just one particular check  If not taken on each check…  Taken on Primary Paygroup check  If no Primary Paygroup, taken on check with highest paygroup priority of all paygroups the employee participates in PeopleSoft Payroll for North America

36. FICA Status Tracking  FICA Status can be identified for each Job  Moved from Fed_Tax_Data to Job  Employee can hold a mix of FICA Exempt/Non-Exempt jobs PeopleSoft Payroll for North America

37. Issues  Known Issues in PeopleSoft8  HRMS - none  Pension - none  Payroll for North America  “Single Check” setting cannot be overridden at the employee level  Difficulty adding/changing multiple tax locations in the same state  Difficulty with General/Benefit deduction overrides PeopleSoft HRMS Product Line

38.  End of Part I - Multiple Jobs in HRMS  Part II - Detailed look at Base Benefits, Benefits Administration and Deduction Calculation for Multiple Jobs PeopleSoft HRMS Product Line

39. Session 1020 Multiple Jobs Processing in HRMS 8 - Part I  March 20, 2001  Dave Dresselhouse  PeopleSoft