Welcome

1. Welcome USPS – R 03/20/2019

2. USXS-R Home Home page is the welcome page for the application.  You can toggle between all Template reports available or just the Template reports you marked as a Favorite.

3. Grids • Most data types show up in customizable grids • User able to select what appears, as well as order • Grid is lazy loaded • Meaning scroll down through all data and is loaded as you go • No maximum records returned and no page numbers • No limitation on fields they can query on • Filter grid results from filter row • Wildcard % • Advanced query against any field related to data type • Can be saved and recalled • Available as filters in reports

4. Grids - continued Grids can be: • Customized • Sorted • Filtered • Automatic report generation • Used for quick view • Used for detail view • Advance query • Query can be saved

5. Customizing Grids Grids can be customized on a per user basis. Columns can be rearranged to a user’s liking and columns removed and added.

6. Customizing Grids - continued Drag and drop columns to rearrange

7. More Button • Allows you to keep, add, or remove columns (fields) from your grid • Not limited to just the fields in that program. • Example: On PO Grid, I can include the ‘default payment type’ field stored on the vendor record

8. MORE BUTTON - continued Selectthefieldsyouwishtosee

9. Reports • Numerous canned reports that are similar to classic • Retirement, ODJFS, New hire programs/reports can be found in report manager • There is a Report Manager to build custom reports and there is an ability to easily share reports

10. Posting Periods • Posting Periods is located under the 'Core' menu.   • Allows flexibility to keep several months open within the same fiscal year... in order to post transactions in previous and/or future months. • A rule can be enabled to restrict a period from being re-opened once it is closed.  Click on to open a period Click on to close a period Click on to make it the current period

11. SYSTEM - Modules • Displays all available modules within the software version the entity is using • Required • Won’t be able to uninstall • Installed • + = not installed • - = installed

12. Employee Dash Board This is similar to the BRWSCN-Employee Data Summary screen in the USPS Classic This option lets you search for employees: It will list: • Positions (JOBSCN/POSSCN in classic) • Compensations (part of JOBSCN in classic) • Leaves (BENSCN in classic) • Pay Distributions (PAYSCN in classic) • Payments (Similar to BRWSN check view) • Attendance (ATDSCN in classic) • Payroll Items (DEDSCN in classic) Note- Have the option to add a photo of employee’s

13. PAYROLL PROCESSING Payroll Payments Current and Future are similar to UPDCAL_CUR and UPDCAL_FUT in classic • Two options in the Payroll Payments • Current • The Current module is used to add payroll information for employees not included in the regular payroll (during initialization) or to modify or delete payroll information for employees already included in the current payroll. • Future • Future allows a user to enter payroll exceptions before starting a payroll.  Exceptions can be entered days, even months ahead of time. • Future works in the same manner as Current. The only difference is that an effective date field appears in Future. This field allows the user to direct an Future record into a specific payroll. The effective date must be inclusive of payroll period begin and end dates in which the payment needs to be made.

14. PROCESSING OUTSTANDING PAYABLES • The option, Per Payee or Per Item Type, indicates whether you want a payment generated based on the same payee, (all payroll items with the same payee will be paid with one payment), or if you want a separate payment for each payroll item type (ignoring the grouping by the same payee). • Click the button

15. Thank you! Any Questions?