Goals of this Session: Core and Web Release Information Customer Statements Best Adds Goals and Direction Payroll Road Map
EMS Core Release August 2012: 340+ enhancements (100 Waiting), 46 new features … Previous Year 320+ enhancement … Previous Year 31 new features EMS Web Releases April April 2013 73+ Web Employee Connect enhancements … Previous Year 45+ enhancements 135+ Web Admin Connect enhancements … Previous Year 130+ enhancements 20+ Web Job Connect enhancements … Previous Year 30+ enhancements Payroll Road Map
Customer Statements #EMPS ELIGIBLE EMSTAT=Y #EMPS PAID FEB/13 EC Historical EC EC Signon > 01/01/13 % EC2013/ Paid EC 2011 vs Notes CAMP Consistent Usage at 85% DELTA Need to increase usage with when paid KELO Decreasing EC usage FMCM Consistent 100% Usage BSD Consistent 100% Usage MLAKE Consistent 100% Usage TMSD Consistent 100% Usage PLPSD Consistent.. Are CAS/SUB on ? SOAKS RETSD WSD 8006/ Includes 1168 Pension paid employees ILAKE820605N/A41569N/A HANV N/A71559N/A
Customer Statements EIS.556#EMPS PAID FEB/13 Avg Docs/E mpe T PAY ALL Not T4 H/R ALL Images Total ALL Images 2012 Vs Viewed ALL %Notes CAMPB Small increase H/R Mostly T4 docs DELTA Small increase H/R Mostly T4 docs KELOW Only T4s FMCM Huge in both payroll and H/R BSD Huge in both payroll and H/R MLAKE Huge in both payroll and H/R TMSD Huge in both payroll and H/R PLPSD Huge in both payroll and H/R S OAKS Huge in both payroll and H/R RETSD Huge in H/R WSD Huge in H/R ILAKE 6050N/A055 HANOV 12180N/A011
Reminder: SEE.900 To search for Items Employee Best Adds
AESOP fully functional for uploads and downloads (builds SUB.001/002 records) Alternate choice Smart Find AUT002 used to auto build Sub records from employee leave records !! AUT321 (summer) auto build leave reqs from workshop registration AUT331 used to auto build Employee Connect random passwords PAY904 nightly job to auto load s from district servers (no manual maintenance of addresses) Best Adds - General
Absence Codes PAY.121 New exclude from deficit list OPAI633A Admin Connect Userids PRO.100 .. Amazing automation.. Sub/Cas auto access.. Absence Code Account Definition SUB.011 Default rate … great for floaters Descriptions very important/helpful for EC Standard Descriptions for Folders EIS.213 Standard descriptions for AC attachments (TD1) Best Adds - Setup
Payroll Processor PAI.600M OPAI633A (PAY.121) exclude absence codes New warning for missing birthdate (assume 20) Benefit payroll CPP error eliminated Warning for no SMTP (return ) New warning if Ded annual max exceeded Allow Y or N active for print/message Payroll Absence Promotion PAI.602 Attached to a run# and logged with the payroll Job Code Payroll Schedule PAI.605 *new* Schedule used for online timecard prints Best Adds - Maintenance
Bulletin Board PAY.325 USE IT !!!! (how to attach documents - webserver) Pay Mass Message PAY.525 USE IT !!! (how to attach documents - AC) Web Deduction/Benefit Info PAY.327 USE IT !!! (how to attach documents - AC) Payroll Information PAY.345 F19 for categories (CPT30 T4WEB) Index 6 and 7 ?? Logic Voluntary deduction changes added to audit PAY.190 F17 displays leave reqs (LREQ,SUB*,History) Best Adds - Maintenance
Time and Attendance PAY.408 Highlight duplicate entries (in history) Employee ROE PAI.710 ROE group date (replaced termination date) PPAI710X (15C errors), “R” teach daily average Build STAT Pay PAY.344 PAY.544 PAY.342 ALL STAT pay should be automatic Auto Build Timecards PAY.808 New option to build individual days (Busd,StuSup) Sub/Support Maintenance SUB.001/002 Tightly tied to leave requests, display reason text Index 7 & 8 by date (not location), use “P” transfer Best Adds - Maintenance
Build Timecard/Addenda from LWOP SUB.504 *new Auto Dock when LWOPs are current (Seven,Kelo) EC Password Maintenance EIS.331 Restricted password access (>3) (forgot my password) Reset EC Last Signon Date & Count EIS.731 Auto build Leave Reqs from Sub EIS.916 PLPSD VAC for EA on breaks Mass Build Time Work from Workshop PAY.819 BSD EA paid on PD days Mass Build F8 Addenda from Field Trips PAY.802 KELO Auto field trip addenda and banks Best Adds - Maintenance
Employee Document/Image Log EIS.556 added statistics (very helpful for T4 efile balancing) Who has not printed their T4s and are T4WEB Emp Leave Reqs vs. Sub Absences EIS.564 Cleaned/tuned up to exclude cancelled, long term, etc. so can properly for LWOPs (weekly!) Time & Attendance List PAI.501 Include Work History (BUSD) overtime based on current field trips and previous pay Also used to balance manual adjustments Payroll Account History PAI.516 Mark records with journal entry adjustment stamp Best Adds - Reports
Bus Driver Time Work History PAI.518 *new* Great new report detailing reg,extra,fieldtrip hours Deduction Register Listing PAI.804 New BASIC option How many formats are run for monthend ? Pre-Printed Timecards PAY.401 PAY.402 PAY.405 PAY.406 Huge changes, applied in many different ways, own session Employee Work/Miss Details PAY.592 Summary by reason, summary by month, summary by location, leave info … very nice Absence Bank Balance List PAY.591 *new* MB requirement.. Absences as of Date MM/DD/YY Best Adds - Reports
Canada Life List/File PAI.507 Ded Y/N flag, FTE added, assignment status Build deduction annual file PAI.643 *new Build pension eligibility file PAI.646 *new Sub/Cas Summary Report SUB.990 SUB.991 Include current F11 A? info (term positions) Using Previous and Future period dates Toc/Teach Sub Details (BC) SUB.994 *new* Sub/Support Listing SUB.999 SUB.996 Final summary only (balance to OSUB990 OPAI631) Best Adds - Reports
All calendars adjusted Sun-Sat All tabs re-sorted into alpha order Popup blocker now displays an alert box ACTION dashboard (missing/expired info (DirDep), new document onfile (T4), etc.) Active assignment(s) grade/step added to payroll cheque tab New deduction/benefit tab Folder tab current T4s colored blue Employee Regular Absence/Time Card PAY.405 Employee Sub/Cas Timecard PAY.406 SUB records and leave requests tightly tied (displayed together) Forgot my password (create new password/account should be deleted) Fully functional Employee directory Big changes to employee leaves, workshops, bulletin board, forms, workshop facilitator and forms (H/R related) Best Adds – Employee Connect
Main Tab: All calendars adjusted Sun-Sat Staff list more interactive (name TAB to reset) All view doc/images are logged EIS.556 IMG.301E SUB records,leave reqs and workshop tightly tied Staff Sub records includes a new COPY button Lots of enhancements to block invalid entries, get proper replacement rates, etc. Active employee excel download button (staff reports) Attach payroll work folder to payroll run# 10mb (staff reports) Pre-Printed timesheet listing formats (PAY ) Added report Sub/Cas Availability SUB.970 (staff reports) New Staff Allocation tab (POS.501 for Admin) … very small subset of the changes done with H/R, finance and student tabs. Best Adds – Admin Connect
Staff List: Absence details (convert days/hrs), new calendar print and enhanced absence detail report PAY.592 Send message tab added (all messages logged PAY.526) Folder attachments can define standard description (TD1) Best Adds – Admin Connect
Goals and Direction: Document Simply Procedures (reduce errors and time) Be structures in balancing & use system features Reduce manual & duplicate entries Reduce copies and filing Maximize employees online Maximize admin & clerks online Payroll Road Map