1. What’s New in Payroll Jillian Pulsifer, Payroll Product Manager

2. 2 | © Tyler Technologies 2014 What’s New in Payroll – Presentation Outline Employee Job/Salary – Payroll Allocations – Improved User Interface – Pay Type Overrides – Comparative Ratio Supervisor by Position Payroll Distribution Journal Deductions & Vendor Remits Benefit Arrears – As Much As Possible Employee Self-Service - Timesheets

3. Payroll Allocations Jillian Pulsifer, Payroll Product Manager

4. 4 | © Tyler Technologies 2014 Employee Job/Salary – Payroll Allocations General Ledger and Project Ledger Allocations were maintained separately prior to Version 11.1 – Challenges Limited flexibility on how to apply percentage allocations when GL and PL allocations were used Two separate areas for viewing each allocation Not an easy way to search for specific allocation information

5. 5 | © Tyler Technologies 2014 Employee Job/Salary – Payroll Allocations Limited Flexibility when allocating percentages GL AccountsPL StringsPercent 01131001 - 51010 (60%)1000-1000-1000-1000 (60%)36% 01131001 - 51010 (60%)1000-1000-1000-2000 (40%)24% 03801001 - 51000 (40%)1000-1000-1000-1000 (60%)24% 03801000 - 51000 (40%)1000-1000-1000-2000 (40%)16%

6. 6 | © Tyler Technologies 2014 Employee Job/Salary – Payroll Allocations Version 11 – Project Ledger Allocations & GL Allocations are now combined together into one allocation. – Allows for Allocation Flexibility with GL/PL Allocations

7. 7 | © Tyler Technologies 2014 Employee Job/Salary – Payroll Allocations Unable to view allocation breakdown from the main screen of Employee Job/Salary

8. 8 | © Tyler Technologies 2014 Employee Job/Salary – Payroll Allocations

9. 9 | © Tyler Technologies 2014 Employee Job/Salary – Payroll Allocations Advantages – Up front view of allocations associated with the current Job/Salary record – The allocation array is searchable allowing for all Job/Salary records to be returned within the specified selection criteria – Export to Excel will provide the following option allowing for Job/Salary information OR Pay Allocation information to be exported

10. 10 | © Tyler Technologies 2014 Employee Job/Salary – Payroll Allocations Is Your Organization Utilizing Project Ledger and General Ledger Payroll Allocations? – If so, when upgrading, your allocations will go through a migration to blend together PL and GL allocations. – Additional documentation can be found within the Knowledge Base on the migration process and outlines how the blending will take place.

11. Pay Type Overrides Jillian Pulsifer, Payroll Product Manager

12. 12 | © Tyler Technologies 2014 Employee Job/Salary – Pay Type Overrides Have you ever wanted the ability to have the object code on a Pay Type automatically override an allocation? This is now possible in Version 11.1!!!!

13. 13 | © Tyler Technologies 2014 Employee Job/Salary – Pay Type Overrides Any GL Segment existing on a Pay Type can now be applied to Allocations A new option called ‘Apply Pay Type Overrides’ is available within Allocations

14. 14 | © Tyler Technologies 2014 Employee Job/Salary – Pay Type Overrides New Control File Settings have been added to control access and default values for the Pay Type Override setting

15. 15 | © Tyler Technologies 2014 Employee Job/Salary – Pay Type Overrides

16. 16 | © Tyler Technologies 2014 Employee Job/Salary – Pay Type Overrides

17. 17 | © Tyler Technologies 2014 Employee Job/Salary – Pay Type Overrides

18. 18 | © Tyler Technologies 2014 Employee Job/Salary – Pay Type Overrides In this example, what if the Allocation code contained the same Organization code on multiple lines?

19. 19 | © Tyler Technologies 2014 Employee Job/Salary – Pay Type Overrides

20. Comparative Ratio Jillian Pulsifer, Payroll Product Manager

21. 21 | © Tyler Technologies 2014 Employee Job/Salary – Comparative Ratio What is Comparative Ratio? – Used to determine how the employee’s current salary stands up to the company’s pay policy – Surfaced in the following areas Employee Job/Salary Employee Inquiry Exports to Excel Reporting Views

22. 22 | © Tyler Technologies 2014 Employee Job/Salary – Comparative Ratio A new Control File setting determines whether the Comparative Ratio field will be visible

23. 23 | © Tyler Technologies 2014 Employee Job/Salary – Comparative Ratio Calculation: Position Control not in Use – Job Class from Employee Job/Salary record is referenced Is the Pay basis for this Job Class Hourly, Annual, Bi-Weekly…? – Using the Pay Basis from the Job Class we can determine how to select the Pay Amounts within the Employee Job/Salary record. – The calculation in the example is: $10.00 / $11.50 = 0.86956 * 100 = 86.96%

24. 24 | © Tyler Technologies 2014 Employee Job/Salary – Comparative Ratio Calculation: Position Control in Use – Mid Rate on the Position is Referenced – Pay Amounts are selected from Employee Job/Salary – The calculation in the example is: $41,600/$60,000 = 0.6933 * 100 = 69.33%

25. 25 | © Tyler Technologies 2014 Employee Job/Salary – Comparative Ratio When an employee is associated with a Grade/Step the middle Step/Level will be selected OR averaged

26. 26 | © Tyler Technologies 2014 Employee Job/Salary – Comparative Ratio Final Result when viewing Employee Job/Salary record

27. Supervisor by Position Jillian Pulsifer, Payroll Product Manager

28. 28 | © Tyler Technologies 2014 Supervisor by Position Prior to Version 11 an Employee’s Supervisor was tracked by the Employee number. – Manual Update to Employee Master File OR Employee Import

29. 29 | © Tyler Technologies 2014 Supervisor by Position Version 11 allows for Supervisors to be tracked by Position for those customers utilizing Position Control This allows for Employee’s Supervisors to be tracked by Position Number instead of by Employee Number Functionality is optional – Determined by Payroll Control Settings

30. 30 | © Tyler Technologies 2014 Supervisor by Position EmployeeEmployee Position SupervisorSupervisor Position # 194 – Mike806 – Director-- 192 – Gus803 – Development SupervisorMike806 - Director 192 – Hank804 – IT SupervisorMike806 - Director 188 - Walter800- Programmer IGus803 – Development Supervisor 191 - Todd801 - Associate ProgrammerGus803 – Development Supervisor 191 - Todd805 - Computer TechnicianHank804 – IT Supervisor

31. 31 | © Tyler Technologies 2014 Supervisor by Position Prior to Version 11 – Todd has 2 Positions and 2 Supervisors – Employee Master – Only lists Hank as Todd’s Supervisor

32. 32 | © Tyler Technologies 2014 Supervisor by Position Utilizing Supervisor by Position will list all of Todd’s Supervisors and will include the hierarchy of Supervisors

33. 33 | © Tyler Technologies 2014 Supervisor by Position What if Personnel changes occur Gus retires and Walter takes over?

34. 34 | © Tyler Technologies 2014 Supervisor by Position The only update needed is the Position within Employee Job/Salary

35. 35 | © Tyler Technologies 2014 Supervisor by Position After the Position update is made, Employee Master automatically reflects Walter instead of Gus

36. 36 | © Tyler Technologies 2014 Supervisor by Position What needs to be enabled to use this? – Personnel Settings  Position Control

37. 37 | © Tyler Technologies 2014 Supervisor by Position

38. 38 | © Tyler Technologies 2014 Supervisor by Position Determines what Supervisor info is surfaced In the prior example, the setting was ‘Y’ showing all supervisors for a given employee Selecting ‘P’ (Primary Only) would have only reflected Todd’s Primary Supervisor in Employee Master

39. 39 | © Tyler Technologies 2014 Supervisor by Position Additional options to determine Supervisor for other Processes

40. 40 | © Tyler Technologies 2014 Supervisor by Position

41. Payroll Distribution Journal Jillian Pulsifer, Payroll Product Manager

42. 42 | © Tyler Technologies 2014 Payroll Distribution Journal – Reprint Proof How many of you have posted the General Ledger Distribution Journal and wanted to print the proof report again? This is available in all versions between 10.3 and 11!

43. 43 | © Tyler Technologies 2014 Payroll Distribution Journal – Reprint Proof

44. 44 | © Tyler Technologies 2014 Payroll Distribution Journal – Defer Cash Posting 100% of Cash can now be deferred when splitting a payroll journal between two periods Prior to Version 11 Version 11

45. Deductions & Vendor Remits Jillian Pulsifer, Payroll Product Manager

46. 46 | © Tyler Technologies 2014 Deductions & Vendor Remits Multiple Vendor Remit addresses can be associated with a single deduction – Prior to Version 11.1 a separate vendor record would be needed if multiple remit addresses were needed – The remit is presented within Payroll Vendor Processing and when generating ASCII Invoices within the Payroll Distribution Journal process.

47. 47 | © Tyler Technologies 2014 Deductions & Vendor Remits Colonial Insurance has two vendor remit addresses

48. 48 | © Tyler Technologies 2014 Deductions & Vendor Remits

49. 49 | © Tyler Technologies 2014 Deductions & Vendor Remits Vendor Processing

50. Benefit Arrears – As Much As Possible Jillian Pulsifer, Payroll Product Manager

51. 51 | © Tyler Technologies 2014 Benefit Arrears – As Much As Possible When working for benefit costs, situations arise where employees may not have enough earnings to cover their cost of their deductions A new insufficiency option has been added which applies to calculation codes that are non-gross based

52. 52 | © Tyler Technologies 2014 Benefit Arrears – As Much As Possible This new option allows for an organization to take as much of a deduction amount as possible from the employee and then cover the remainder of the amount when the employee does not have sufficient earnings This new option will work correctly with pre-tax deductions. The amount that is “taken” from the employee in the payroll is pre-tax, as are subsequent collections. Collecting the arrearage can happen in the payroll automatically. A new Bill Processing option has been added that interfaces with Accounts Receivable (AR) to allow for the insufficient amount to be collected from the Employee via bill. Employees must be receiving some pay for this functionality to work. An employee with no earnings will NOT have arrears tracked with this functionality.

53. 53 | © Tyler Technologies 2014 Benefit Arrears – As Much As Possible In the following example, benefit costs covered by the employee should have been $100 Withholding

54. 54 | © Tyler Technologies 2014 Benefit Arrears – As Much As Possible Second withholding amount is flagged as ‘I’ – Employee Insufficient

55. 55 | © Tyler Technologies 2014 Benefit Arrears – As Much As Possible Insufficiency amounts are tracked through Employee Benefit Premium Arrears to either be collected within another payroll or to allow for a GB invoice to be created. Repayment options are set by deduction code Repayment can be set to automatic which will generate into the payroll automatically until the full balance is paid.

56. 56 | © Tyler Technologies 2014 Benefit Arrears – Billing Process Benefit Premium Arrears – A search can be performed by Employee or by Deduction to generate a General Billing invoice through Accounts Receivable

57. 57 | © Tyler Technologies 2014 Benefit Arrears – Billing Process A Customer Record needs to exist within Accounts Receivable for the Employee being billed – If this record does not exist, the ‘Generate Bill’ process will automatically open the Customers program and populate the necessary information from the Employee Master record.

58. 58 | © Tyler Technologies 2014 Benefit Arrears – Billing Process Accounts Receivable Charge Codes must exist to create GB Invoice

59. 59 | © Tyler Technologies 2014 Benefit Arrears – Billing Process Accounts Receivable Charge Codes must exist to create GB Invoice

60. Employee Self Service Time Sheets Jillian Pulsifer, Payroll Product Manager

61. 61 | © Tyler Technologies 2014 Employee Self Service – Time Sheets – Time Entry & Requesting Time Off (Version 10.5) One ‘Submit’ option – Used to submit time and accrual requests at once routing to the appropriate ESA (ESS Accrual Requests) and EST (ESS Time Sheets) business rules.

62. 62 | © Tyler Technologies 2014 Employee Self Service – Time Sheets – Save for later now saves accrual requests AND time entered.

63. 63 | © Tyler Technologies 2014 Employee Self Service – Time Sheets – Modifying Time Sheet Records Time sheets can now be modified after being submitted.

64. 64 | © Tyler Technologies 2014 Employee Self Service – Time Sheets – Selecting ‘Change’ will present two additional options ‘Edit’ and ‘Delete’.

65. QUESTIONS???

66. Remember to complete your class survey Surveys may be accessed from your schedule on your mobile device OR Hardcopies are available at the Information Desk