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Diocese of Marquette

Diocese of Marquette. Secretary and Bookkeeper Workshop. Isabel M Hershey May 9, 2017. Overview. Flow of Information Paycor Particulars Lifeworks Lessons Employee Self-Serve Bookkeeper Self-Serve Invoice Interpretation Questions and Answers. Flow of Information. The Big Picture.

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Diocese of Marquette

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  1. Diocese of Marquette Secretary and Bookkeeper Workshop Isabel M Hershey May 9, 2017

  2. Overview • Flow of Information • Paycor Particulars • Lifeworks Lessons • Employee Self-Serve • Bookkeeper Self-Serve • Invoice Interpretation • Questions and Answers

  3. Flow of Information The Big Picture

  4. Transfer of Information Bookkeepers Paycor Lifeworks Benefit Enrollment Providers Employees Bookkeepers

  5. Data In = Data Out • What is entered in Paycor is what is uploaded into MCC’s system • Basic Demographics • Eligibility Information • Wages • Common Errors • Social Security Numbers • Scheduled Hours • Dates of Birth • Proper Names

  6. To ensure accuracy: • Ask for help; you are not alone. • Your Paycor Representative • Benefits Team at Michigan Catholic Conference • Review Paycor’s training materials • Online Presentation's • Live Webinars • Live classes • Review employee data • In Paycor • In Lifeworks

  7. Paycor Particulars The importance of data accuracy

  8. MCC-Paycor Particulars • Data Transfer • Electronic File Uploads • Weekly • Changes are applied and picked up on next invoice • New Hires • Paycor Fields • Custom Fields • Terminations • Paycor Fields • Custom Fields • Changes to Existing Employees • Paycor Fields • Custom Fields • Most common changes • Hours • Annual Salary • Monthly Wages • Names

  9. Manage Employees

  10. Personal and Contact Information

  11. Position Information Employee Types: Regular Seasonal Temporary Independent Contractor

  12. Additional Information Includes some fields which are also included in Custom Fields, but this section does NOT replace the need for Custom Fields.

  13. Custom Fields – Required • Annual Salary • Only enter if employee is Full-Time • Marital Status • Unit # • Employee Type • R=Religious • O=Order • L=Lay • D=Diocesan Clergy • S=Seminarian • Scheduled Hours • 20 or more = Full-Time = Benefits Eligible • Workers Comp Code • Job Title • Use dropdown menu to select best title • Status Change Date

  14. Employee Self-Serve (ESS) An individual’s access to his or her benefits

  15. ESS: What? • Enroll online • Review elected benefits • Review beneficiary(ies) • Pension Estimates

  16. ESS: Initial Set-Up Start Here

  17. Registration Login Back to Login Screen Enter Username (email) and Password Last 4 of SSN, Last Name, and Date of Birth Create Password

  18. ESS: Home Page

  19. ESS: Your Benefits

  20. ESS: Your Profile

  21. ESS: Your Retirement

  22. ESS: Pension Estimates Estimates Conveniently Saved Run Estimates

  23. Bookkeepers’ Self-Serve (BSS) A bookkeeper’s access to MCC’s system

  24. Login Screen Assigned Username Assigned Temporary Password

  25. Home Screen

  26. Employee Search

  27. Basic and Dependent Information

  28. Contact Information

  29. Employee Communications

  30. Employment Verify Employment Information Verify Salary Information

  31. Benefits

  32. Billing Screen • Review monthly invoices • View current and past invoices • View applied payments • View details for: • Prior balance • Invoiced amounts • Allocated payments • Amount due for each invoice • Download invoices from this screen

  33. Find an Entity

  34. Invoice Home

  35. Invoicing

  36. Payments

  37. Contacts and Resources Screen Contains contact information for the MCC Benefits Team

  38. Forms and Reports Screen

  39. HR Unit Audit Report

  40. Medical Dependent Coverage Report

  41. Unit Property and Vehicle Listing

  42. Benefit Confirmation Statement

  43. Invoice Interpretation Understanding your invoices

  44. Scheduled Invoice • Total Balance Due = Wage Based Balance + HW Balance + Risk Balance

  45. Remittance • Consolidated Remittance • Use when paying in full • Partial Remittance • Use when not paying in full

  46. Health and Welfare Details Report (HW) • Dental, Medical, Clergy Auto and Supplemental Health Details

  47. Wage Based Details Report • Lay Retirement and Unemployment Details

  48. Adjustments

  49. Questions, Answers and Review • Flow of Information • Paycor Particulars • Lifeworks Lessons • Employee Self-Serve • Bookkeeper Self-Serve • Invoice Interpretation • Questions and Answers

  50. Contact the Benefits Team: Questions Invoice Issues BSS Access Problems Visit www.micatholic.org: • Benefit Information • Bookkeepers’ Toolkit • Bookkeeper Self-Serve • Employee Self-Serve benefits@micatholic.org Call 800.395.5565

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