1.  Goals of this Session:  Core and Web Release Information  Customer Statements  Best Adds  Goals and Direction Payroll Road Map

2.  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 2012 - 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

3. Customer Statements #EMPS ELIGIBLE EMSTAT=Y #EMPS PAID FEB/13 EC 2011+ Historical EC 2013 + EC Signon > 01/01/13 % EC2013/ Paid EC 2011 vs. 2013 Notes CAMP95177068665585-31 Consistent Usage at 85% DELTA256422761309147465+165 Need to increase usage with EMAIL when paid KELO327329162657163356-1024 Decreasing EC usage FMCM913730566746100+180 Consistent 100% Usage BSD159214139681430100+462 Consistent 100% Usage MLAKE6465246050596+445 Consistent 100% Usage TMSD33124323622793-9 Consistent 100% Usage PLPSD78657645051589+65 Consistent.. Are CAS/SUB on ? SOAKS244319631400179892+398 RETSD346629251673216974+496 WSD 8006/ 6838 68494983545980+476 Includes 1168 Pension paid employees ILAKE820605N/A41569N/A HANV15301218N/A71559N/A

4. Customer Statements EIS.556#EMPS PAID FEB/13 Avg Docs/E mpe T4 2012 PAY ALL Not T4 H/R ALL Images Total ALL Images 2012 Vs. 2013 Viewed ALL %Notes CAMPB 7706.69983919065064+2116252750 Small increase H/R Mostly T4 docs DELTA 22765.231380256511857+5058308326 Small increase H/R Mostly T4 docs KELOW 291653840315214837+39281201281 Only T4s FMCM 730389107864 1612127676+115552221480 Huge in both payroll and H/R BSD 141324192616332513834356+149961355840 Huge in both payroll and H/R MLAKE 52417724241534768870+5755350240 Huge in both payroll and H/R TMSD 2431236123815502856+94785630 Huge in both payroll and H/R PLPSD 57611.571984143536620+4308296045 Huge in both payroll and H/R S OAKS 196312255322151197723629+131651110547 Huge in both payroll and H/R RETSD 292514391101060541004+10585866921 Huge in H/R WSD 684911.7897224491379920+323583638346 Huge in H/R ILAKE 6050N/A055 HANOV 12180N/A011

5.  Reminder: SEE.900 To search for Items Employee Best Adds

6.  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 emails from district servers (no manual maintenance of email addresses) Best Adds - General

7.  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

8.  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 email)  New warning if Ded annual max exceeded  Allow EMAIL 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

9.  Bulletin Board PAY.325  USE IT !!!! (how to attach documents - webserver)  Pay Mass Email 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

10.  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

11.  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

12.  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 email 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

13.  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

14.  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

15.  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

16. 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.400 401 402)  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

17. Staff List:  Absence details (convert days/hrs), new calendar print and enhanced absence detail report PAY.592  Send message tab added (all email messages logged PAY.526)  Folder attachments can define standard description (TD1) Best Adds – Admin Connect

18.  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