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₮Discuss eFiling – success, no employee folder for new staff! ₮Discuss inactivating and archiving files and process ₮Discuss ideas of retention ₮To win.

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Presentation on theme: "₮Discuss eFiling – success, no employee folder for new staff! ₮Discuss inactivating and archiving files and process ₮Discuss ideas of retention ₮To win."— Presentation transcript:

1 ₮Discuss eFiling – success, no employee folder for new staff! ₮Discuss inactivating and archiving files and process ₮Discuss ideas of retention ₮To win without risk is to triumph without glory

2 EIS.556 #EMPS PAID MAR/15 Avg Docs/Emp tdoc/actvemp Total Images NOT “T4” 2014 vs 2015 Non-T4 % view SD72 796 10.22,955+72357 DELTA 2,257 9.96,686+2,66735 SD23 2,829 8.1254+1,21379 SD83 0 2.22,89723 FMPSD 689 61.937,656+6,29578 BSD 1,433 38.543,763+7,09646 SDML 526 34.513,675+3,83246 RETSD 2,596 24.525,417+9,70733 SOSD 1,919 28.539,485+14,93251 WSD 5,690 23.479,588+23,8555 TMSD 239 23.83,881+96829 PLPSD 574 25.511,827+3,07347 ISD 636 5.11,545+1,48365 HSD 1,248 14.214,307+8,13239 LSSD 960 3.5810+87076 Look at the viewed! - 1000 docs = Applicant - 2000 HRSEC,LINDA ** Validate in IMG.301E **Not logged! 1) Types of documents you are loading? BEN T1F PAF APP APL HIR MED EVA INJ 2) Departments using: H/R Payroll Superintendents Dept ??? ** how many physical employee folders are there?

3 ₮So helpful and important to use! ₮Also helpful in reporting EIS.556 Is there anything else we need to do for your success in eFile? Is anybody over-filing?

4 ₮Super important at minimum to run PAY.975 T4 time to ensure that paper T4’s are produced for people gone **New NO975 category for those seconded people (no pay assignment) ₮Mass updating loc/assignment F6 = better information **This is a must do like monthly!!!! May want to add L? ST.. We will change your defaults.. Just tell us ₮Not sure who should run.. Payroll or H/R ₮Is this your report that kicks off some other processes ₮Are you marking ‘E’file people with their own status? ₮When do you move the employee folder elsewhere = Change folder status from ‘P’aper to ‘A’rchive (not change E’s)?

5 ₮Should we be physically deleting people after a period of time?


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