1. Many reporting items refer to an Employee Group - PAI.251.. This may determine selection and Sort E.g.: Below one will bring up only Subs that are on the active list versus all Sub regardless of On the list Payrolls use a Payroll Group ** Careful not to change

2. Formats make running the report painless and with less chance of error. Some report formats starting with “Z” will make those available to schools in Admin Connect

3. Earnings, deductions, time worked, time absent - they are all kept in history line by line per employee per pay per job code: 1 - Timecard, Base Pay, Salary 2 - Addenda (F8) 3 and 4 - recorded Docks 5 Taxable Benefits In Detail ….. OR: in PAY.801 and PAY.802 summary files. These summaries are appended each pay and are used in balancing yearend. These are the critical options to run TIMELY at fiscal and calendar yearend !

4. Is it based on demographics or assignment? Report writer, Assignment profile related If it is assignment related and date sensitive know to go to F11 history (EIS.xxx related reports) Is it post timecard or pre-timecard related? Looking in sub records (SUB.xxx versus timecard history PAY.xxx) Is it all people and the result or just everybody with a result … i.e. All teachers and what LIFExx they have versus everybody that has a LIFExx code

5. Confirmation of Files Sub Records -Absences -Time Worked Timecard Records -Absences -Abs Accrual -Time Worked -Addenda Payroll History – per employee, per pay all history! -Absences -Abs Accrual -Time Worked -Addenda *can ask who were my teachers based on them being paid Employee Demographic Pay Assignment -No History: constant change * Cannot ask who were my teachers Temporary

6. PAI.516 to qualify any account charges that have occurred from any payroll PAY.565 List of employee assignments and account distributions Know that … if you asked for PAY.565 it runs based on what those assignments say TODAY EMPLOYEE SEX JOB CODE FTE PAY GRAD STEP AMOUNT ACCT PER% NAME AFINOGENOV, EVANS M TEACH 100.0000 TEACH 4 9 4,296.80 1.120.11112 100 AFINOGENOV, MICHELLE F TEACH 100.0000 TEACH 4 6 3,815.74 1.220.11111 90 AFINOGENOV, MICHELLE F TEACH 100.0000 TEACH 4 6 3,815.74 1.230.22222 10

7. PAY.340TC – Annual expected salary Can only include people based on their own current assignment and status PAY.991 or PAI.505 - Payments made to employees Will include people regardless of their current assignment status Allows you to select which pays to add up/include When job code is selected in PAI.505 it means reduce the records to just TEACH … not look to the current TEACH assignment employees

8. EIS.530: Who has LIFxx deduction (standard or voluntary) and what is it. (EIS.260=Format) PAI.804 or PAI.805: What has an employee paid between date range X-Y for deduction code(s) ABC. Show codes and/or amounts Fantastic download 000001191 AFINOGENOV, CHERYL M. CUST DEDUCT: CUST MAINT LIFES LTDS EHCS DENTS VISS MAST1 VOLNTRY: CUST LIFETF 1.50 00.0000 0.00 00.0000 0.00 9

9. PAI.504 Balance or calculated balance vs PAI.502 PAY.591 sliding balance looking at all history for any date range

10. Do you find the reporting you need to provide to benefit carriers, balancing remittances etc. cumbersome? PAY.795 and PAY.796 … Done? PAY.795 - Deduction Totals Deduction Count Employe Amount Employr Amount Total Amount ------------------------------------------------------------------------------- AMB AMBULANCE 2 361.15- 3025.69 3386.84 BLUEF BLUE CROSS FAM 4 130.56- 130.56 BLUES BLUE CROSS SNG 6 16.32- 16.32 CHAR CHARITY 20 336.00- 336.00