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PTR Phase 2

PTR Phase 2

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PTR Phase 2

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Presentation Transcript

  1. PTR Phase 2 Payroll and Position

  2. Objectives • Continuation of goal to centralize/reduce dual entry transactions • Position Management, PTR and PAR • Connect transactions that need to be done together at the time of entry. • Ex: Retro calculated at time of backdated transaction • Enhance workflow and approvals

  3. PTR Search Page Changes • Adding ability to search by PTR ID number

  4. PTR Splash Page Changes

  5. PTR Main Page Changes • Two Tabs on PTR Main Page • First tab is for Job transactions • Second tab is for Payroll transactions • Additional Pay • Retro Payments • Overpayments

  6. PTR Main Page • Fields are open for change (formerly done through Position Management) • Standard Hours • Reg/Temp • Full/Part • Job Code • Updates made to these fields will only update job data and not position data • New salary will automatically calculate when FTE changes are made for exempt employees

  7. Job Data Tab- FTE Change

  8. Payroll Tab-Retro and Overpayment • Retro Payments will be automatically calculated when backdated job transactions are entered • Transactions will be flagged for overpayment and require information to be entered if backdated transaction results in a decrease in pay

  9. PTR Pay Data Tab (Retro/Addl Pay)

  10. Additional Pay/Additional Pay Cancel • Additional Pay transaction can be done with a job transaction if it has the same effective date or it can be processed separately • Submit multiple additional pays in a single transaction-must have same effective date • Additional Pay Cancel will be required on Terminations and Retirements and some promotions, transfers etc. • Current Additional Pay Details are displayed

  11. Workflow Changes • New Process Monitor at bottom of PTR page to display transaction progression through approval process • Color indicators to distinguish approved (green), returned (red), or not processed (blue) • Ability to approve , return or cancel a transaction from Worklist or PTR Main Page

  12. Work List Changes • PTR ID added to Work List • New Columns that displays what type of transaction the PTR includes (e.g Job/Retro). • Clicking on status allows you to view individual status of each type of transaction • .

  13. Position Management Front End • Position Management additions/changes will only require departmental approval. • Changes to Standard Hours, Reg/Temp and Full/Part that are made in position management will no longer flow to job. These attributes are changed via the PTR so no position management entry is needed. • Position Management and Job Data will not be kept in sync except for department code, location and reports to unless the department chooses to do it.