PTR Phase 2 Payroll and Position
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
PTR Search Page Changes • Adding ability to search by PTR ID number
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
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
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
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
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
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 • .
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.