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Session 1020 Multiple Jobs Processing in HRMS 8 - Part I PowerPoint PPT Presentation

Session 1020 Multiple Jobs Processing in HRMS 8 - Part I March 20, 2001 Dave Dresselhouse PeopleSoft Agenda This is a 2-part presentation... Part I (2:30 - 3:30) Multiple Jobs Basics / Overview HRMS Payroll for North America Pension Administration Break (3:30 - 3:45)

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Session 1020Multiple Jobs Processing in HRMS 8 - Part I

  • March 20, 2001

  • Dave Dresselhouse

  • PeopleSoft


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Agenda

  • This is a 2-part presentation...

  • Part I (2:30 - 3:30)

    • Multiple Jobs Basics / Overview

    • HRMS

    • Payroll for North America

    • Pension Administration

  • Break (3:30 - 3:45)

  • Part II (3:45 - 4:45)

    • Benefits Enrollment and Deductions

    • Benefits Administration / Eligibility


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PeopleSoft HRMS Product Line

Employee

Company: University

Position: Professor

Paid: Weekly

Job: #1

Company: University

Position: Researcher

Paid: Weekly

Job: #2

Company: University

Position: Dean

Paid: Monthly

Job: #3

Company: Hospital

Position: Physician

Paid: Monthly

Job: #4

Researcher

Dean

Physician

Time

Multiple Job Basics / Overview

All jobs don’t have to be “concurrent”:

Professor


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PeopleSoft HRMS Product Line

PERSONAL_DATA

EMPLOYMENT

Empl_Rcd: #0

EMPLOYMENT

Empl_Rcd: #1

EMPLOYMENT

Empl_Rcd: #2

EMPLOYMENT

Empl_Rcd: #3

JOB

Effdt: 1/1/98

Action: HIR

JOB

Effdt: 4/1/98

Action: HIR

JOB

Effdt: 6/1/98

Action: HIR

JOB

Effdt: 2/1/99

Action: HIR

JOB

Effdt: 2/1/99

Action: XFR

JOB

Effdt: 12/31/98

Action: TER

JOB

Effdt: 8/1/99

Action: DTA

Multiple Job Basics / Overview

Representation of multiple jobs in the database:


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PeopleSoft HRMS Product Line

Multiple Job Basics / Overview

Why Use Multiple Jobs?

  • Concurrent employment in multiple companies (or legal entities) within a corporation/organization

    • Jobs for different FEINs need to be kept separate

  • Need to distribute expenses differently for each job held in a single company

    • e.g. Salary and Benefits expenses

  • If Benefits eligibility can vary by job, or group of jobs

  • Pension Administration requires multiple jobs


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PeopleSoft HRMS

PeopleSoft HRMS


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PeopleSoft HRMS

PeopleSoft HRMS Enhancements

What’s new in HRMS?

  • “Primary/Secondary” Job Indicator

  • FTE tracking/visibility across multiple jobs

  • Job inquiry across multiple jobs

  • Benefit Record assignment

  • Reports respond to “Primary Job”


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PeopleSoft HRMS

Primary/Secondary Job Indicator

  • Established on the Job record

    • Effective dated

    • Used mostly for reporting

    • Real-World implementation requires that we allow more than one primary job as an exception

      • Due to security implementations

      • On-Line warning

      • Audit report


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PeopleSoft HRMS

Cross-Job FTE Tracking

  • Visibility of totals across all jobs as of Effective Date

    • Standard Hours

    • FTE

    • Note that totals are not stored


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PeopleSoft HRMS

Inquiry Across Multiple Jobs

  • View of “non-sensitive” data for all jobs as of Effective Date


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PeopleSoft HRMS

Benefit Record / Program Assignment

  • Benefit_Rcd# = Empl_Rcd# relationship broken

  • Benefit Record can be directly entered in normal page flow

  • Benefit Record for a job can be changed at any time

  • Benefit Program is not required if all jobs in Benefit Record are managed by “Other” pay systems


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PeopleSoft HRMS

HRMS Reports

  • All reports that derive data from one job have been modified to respect the new “Job Indicator” field

  • In the case of “overlapping” primary jobs:

    • Lowest Active Empl_Rcd is used

    • If all jobs are terminated:

      • Lowest Empl_Rcd is used


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PeopleSoft Pension Administration

PeopleSoft Pension Administration


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PeopleSoft Pension Administration

PeopleSoft Pension Administration Enhancements

  • Enhanced Multiple Job functionality affects four major areas of Pension Administration:

    • Alias resolution

    • Plan Eligibility

    • Consolidations

    • Service


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PeopleSoft Pension Administration

Alias Resolution

  • Multiple Concurrent Jobs processing requires new method for resolving Database Aliases

    • In earlier releases, Aliases were resolved on Job 0

    • For Multiple Concurrent Jobs enhancement it was necessary to establish the employee’s Primary Job in order to resolve Aliases

      • User-defined criteria for Active Job and Eligibility are used to identify Primary Job


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PeopleSoft Pension Administration

Alias Resolution

  • Primary Job for Pension can be directly specified

    • Effective Dated


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PeopleSoft Pension Administration

Alias Resolution

  • Primary Job is determined in the following order of precedence:

    • Override Job (user defined)

    • Lowest Eligible Active Job

    • Lowest Eligible Job

    • Lowest Active Job

    • Lowest Job


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PeopleSoft Pension Administration

Plan Eligibility

  • Plan Eligibility

    • First, an eligibility timeline is established for each job

    • Using individual job eligibility timelines, a blended timeline of eligible and non-eligible status periods, is created across multiple jobs

    • Based on the blended timeline, appropriate definitions are applied


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Multiple Jobs Eligibility Timeline

PeopleSoft Pension Administration

Example

Mary Complex:

5 Multiple Jobs

Plan: USPEN3

2/24/84 - 8/4/87

and

12/14/87 - 7/15/92

Then a blended timeline is created.

= Eligible

= Ineligible

‘84 ‘86 ‘88 ‘90 ‘92 ‘94 ‘96 ‘98 ‘00

Job

0

1

2

3

4

5

Let’s look at the rest of Mary’s Job History

First, an Eligibility Timeline is created for each job.

Job 3 is Salary Plan & Ineligible

Blended ELIGIBILITY TIMELINE


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Multiple Jobs Consolidated Earnings

PeopleSoft Pension Administration

$15,600

7,800

24,960

$48,360

Annualized

‘ 91 ‘92 ‘93 ‘94 ‘95 ‘96 ‘97 Earnings

Job

0

1

2

3

4

$

$

15,600

7,800

24,960

45,000

39,000

2,782

48,360

41,114

24,148

9,377

0

0

Job 3 is Salary Plan: No Eligible Earnings


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Multiple Jobs: Service

PeopleSoft Pension Administration

Job 3 is a

Salary Plan:

No Eligible

Service

‘ 91 ‘92 ‘93 ‘94 ‘95 ‘96 ‘97

Job

0

1

2

3

4

5

Job 5 Begins After 1997

Service

1

1

.083

0

0

.25

.622

Multiple Jobs: Service / Eligible Jobs Only


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PeopleSoft Payroll for North America

PeopleSoft Payroll for North America


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PeopleSoft Payroll for North America

PeopleSoft Payroll for North America Enhancements

  • What’s new in Payroll for North America?

    • Improved “Single Check” processing

    • Additional balance keys

    • Improved General Deductions enrollment and processing

    • FICA status tracked at the Job level


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PeopleSoft Payroll for North America

Improved “Single Check” Processing

  • Combine as many jobs as possible onto a single check

    • Increases accuracy of Tax withholding - prevents under-withholding

    • Reduced processing costs associated with the production, distribution and reconciliation of “extra” checks

    • Less confusing to the employee


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PeopleSoft Payroll for North America

Improved “Single Check” Processing

  • Which jobs can be combined?

    • Same Company

    • Same Pay Period End Date

    • Either On or Off Cycle

    • Same FLSA Period

    • All paysheets created and ‘OK to Pay’

    • Same or Different Benefit Records

    • Same or Different Paygroups, aligning Pay End Dates


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PeopleSoft Payroll for North America

Employee

Company: University

Position: Professor

Paid: Semi-M (SM1)

Empl_Rcd: #0

Benefit_Rcd: #0

Company: University

Position: Researcher

Paid: Semi-M (SM1)

Empl_Rcd: #1

Benefit_Rcd: #1

Company: University

Position: Dean

Paid: Monthly (MO1)

Empl_Rcd: #2

Benefit_Rcd: #2

Company: Hospital

Position: Physician

Paid: Monthly (MO2)

Empl_Rcd: #3

Benefit_Rcd: #3

$

$

$

$

Improved “Single Check” Processing

Release 7.X

Pay End: 3/31/2001


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PeopleSoft Payroll for North America

Employee

Company: University

Position: Professor

Paid: Semi-M (SM1)

Empl_Rcd: #0

Benefit_Rcd: #0

Company: University

Position: Researcher

Paid: Semi-M (SM1)

Empl_Rcd: #1

Benefit_Rcd: #1

Company: University

Position: Dean

Paid: Monthly (MO1)

Empl_Rcd: #2

Benefit_Rcd: #2

Company: Hospital

Position: Physician

Paid: Monthly (MO2)

Empl_Rcd: #3

Benefit_Rcd: #3

$

$

Improved “Single Check” Processing

Release 8.X

Pay End: 3/31/2001


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PeopleSoft Payroll for North America

$

$

$

$

$

$

$

$

$

Improved “Single Check” Processing

Release 8.X / 7.X Comparison

Pay End

Jobs Paid

7.X Checks

8.X Checks

3/15/2001

Semi-Monthly

Empl_Rcd 0, BenefitRcd 0

Empl_Rcd 1, BenefitRcd 1

3/31/2001

Monthly

Semi-Monthly

Empl_Rcd 0, BenefitRcd 0

Empl_Rcd 1, BenefitRcd 1

Empl_Rcd 2, BenefitRcd 2

Empl_Rcd 3, BenefitRcd 3


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PeopleSoft Payroll for North America

Pay

Sheet

Pay

Sheet

Pay

Sheet

Paygroup

A

Paygroup

B*

Paygroup

C

Consolidated

Pay Sheet

*Primary

Improved “Single Check” Processing

  • Controls single check processing when ‘Single Check for Multiple Jobs’ flag is checked

  • Identifies Paygroup where paysheets will be consolidated

  • Determines General Deduction processing

Primary Pay Group


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PeopleSoft Payroll for North America

Improved “Single Check” Processing

  • How do you enable “Single Check” processing?

    • Company Table - “Single Check for Multiple Jobs”

    • Employees must be assigned to a Primary Paygroup

      • Even if all jobs are in the same paygroup!

      • Should be most frequently-paid pay group for the employee


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PeopleSoft Payroll for North America

Additional Balance Keys

  • Additional keys were added to the Balance tables

    • Finer level of detail to support multiple jobs

      • Earnings - Now tracked byJob (Empl_Rcd)

      • Deductions - Now tracked by enrollment (Benefit Record)

    • No change to General Deductions

      • General Deductions are no longer job-specific


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PeopleSoft Payroll for North America

Improved General Deduction Enrollment

  • Disconnect General Deductions from Benefit Programs

    • General Deductions no longer defined in a Benefit Program

      • Defined at the Company level

    • Enrollments no longer posted at the Job level

      • Employee is enrolled at the Company level

      • All jobs in the same Company share the same enrollment

      • No need to maintain enrollments as jobs come and go


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PeopleSoft Payroll for North America

Improved General Deduction Enrollment

Release 8.X / 7.X Comparison

Enrollments

Company

Jobs

7.X

8.X

University

Empl_Rcd 0, BenefitRcd 0

Parking

Parking

Empl_Rcd 1, BenefitRcd 1

Parking

Empl_Rcd 2, BenefitRcd 2

Parking

Hospital

Empl_Rcd 3, BenefitRcd 3

Parking

Parking


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PeopleSoft Payroll for North America

Improved General Deduction Processing

  • Union Dues and Multiple Jobs

    • General Deduction can be flagged as “Union Dues”

    • Union Dues are deducted only if a job enrolled in the Union is being paid on the check


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PeopleSoft Payroll for North America

Improved General Deduction Processing

  • Deduction Frequency

    • Can now specify whether deduction should be taken from every check, or just one particular check

    • If not taken on each check…

      • Taken on Primary Paygroup check

      • If no Primary Paygroup, taken on check with highest paygroup priority of all paygroups the employee participates in


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PeopleSoft Payroll for North America

FICA Status Tracking

  • FICA Status can be identified for each Job

    • Moved from Fed_Tax_Data to Job

    • Employee can hold a mix of FICA Exempt/Non-Exempt jobs


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PeopleSoft HRMS Product Line

Issues

  • Known Issues in PeopleSoft8

    • HRMS - none

    • Pension - none

    • Payroll for North America

      • “Single Check” setting cannot be overridden at the employee level

      • Difficulty adding/changing multiple tax locations in the same state

      • Difficulty with General/Benefit deduction overrides


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PeopleSoft HRMS Product Line

  • End of Part I - Multiple Jobs in HRMS

  • Part II - Detailed look at Base Benefits, Benefits Administration and Deduction Calculation for Multiple Jobs


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Session 1020Multiple Jobs Processing in HRMS 8 - Part I

  • March 20, 2001

  • Dave Dresselhouse

  • PeopleSoft


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