1. ₮Yesterday’s home runs don’t win today’s games. – Babe Ruth ₮Review all setup options and codes ₮Highlight new fields = opportunities ₮Discuss standards used for each option ₮Keep options simple – too many definitions complicate entry, cause errors and are difficult for employees to follow

2. ₮Fiscal Dates ₮MISC Fields ₮Regular RP# ₮ROE Start Date ₮26/27 or 22/23 pays.. Should it ever be changed from 26 ?

3. ₮“I”ndex very helpful ₮30 Codes MAX.. these are the most expensive ! ₮Descriptions MATTER ₮Defaults help with entry ₮XXX in account enforce location ₮*New* Default time for leaves Y/N ₮*New* CAS job code ₮Daily = Teacher, Substitute, TOC and some Admin ₮Hourly = All support and casual job codes ₮Weekly ROE turns on the contractual salary and average weekly when payrolls create period ROE records F18 F13 ₮Normal days per year.. PAI.850 (PA service). Monthly and semimonthly also need this to get a daily and/or hourly rate

4. ₮“I”ndex every job code different then the CAS/SUB 1.4 RP# ₮MATTCH BENTCH are defined so they report with Teacher RP# ₮January *** to make sure your rates are in prior to first payrolls

5. ₮2=Daily SUB and TOC ₮3=Hourly CAS.. Support ₮5=Support ₮6=Support Teacher ₮7=Teacher ₮12=Teacher ₮Note: SUB/TOC pay table contains both substitute rates and long term rates

6. ₮“I”ndex very helpful ₮100 Codes MAX.. generalize ₮Descriptions MATTER ₮Based on typically 1 ₮Include in ANNUAL salary could affect deductions and WILL affect rate of pay PAY.344 PAI.716 auto docks ₮Bonus/Retro = Y will add the additional pay to the annual salary to calculate tax ₮Bonus/Retro = N will take additional pay * 26 (annualize) then add to salary ₮CPP = N will affect T4 CPP earnings box

7. ₮“I”ndex very helpful ₮100 Codes MAX.. generalize ₮Descriptions MATTER ₮Based on tricky for LIFE ₮Based on typically 6 ₮Exclude OPAI633A OTHER… ₮Deduction is __ should never be blank ₮Anyone build A/P invoices? ₮Annual maximums should be entered (Pension, WCB …) ₮Periods 5,6,7,12 refer to the employees pay table for type ₮Reserved deduction codes …. FEDADD ₮New EIREB.. Employer ONLY … would apply in January or July

8. ₮“A”dd with a copy time saver ₮Use Admin Connect to attach documents (.pdf.xls …) ₮Sort Order works for EC ₮Defined for Deduction and/or Addenda codes ₮Employee Connect pay lookup uses description on “CLICK” ₮“Use to force lines breaks for text

9. ₮Almost always LINK to match deduction code ₮“I”ndex very helpful ₮20 Codes MAX ₮Descriptions MATTER ₮Based on tricky for LIFE ₮Based on typically 4 ₮Benefit is __ should never be blank ₮Annual maximum … anyone ??? ₮Periods 5,6,7,12 refer to the employees pay table for type

10. ₮“I”ndex very helpful ₮40 Codes MAX SUB.011 lets you get creative ₮Accrue=6 for all once per year accruals ₮TCH=days SUP=hours ₮Exclude OPAI633A OTHER… ₮Limit FTE sensitive = N or maybe S … never Y ₮Balances in deficit are = 1 docked … time saver ₮Accrue based on what date for months service ? ₮Accrue per year (accrual policy 3 and PAY.831) ₮Accrue per payroll runs with every payroll (turning acrruals on/off ie: 1 per month increases chance of error)

11. ₮“I”ndex very helpful ₮MANY codes – this is where you get creative ₮All absence codes should have a reason (blank = undeclared) ₮Descriptions MATTER ₮Rate of pay really good for FLOATS reasons (no replace) ₮??? Logic gets perfect accounts for casuals and subs replacing employees ₮These are KEY to proper account charges and rates

12. ₮What takes you too much time ? ₮If I could change something, the first thing I would do is ? ₮I am expecting a list from each and every customer.