hr information systems (hris) using corehr personnel payroll go live roadshow

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PERSONNEL SERVICES HR Information Systems (HRIS) Using CoreHR Personnel Payroll Go Live Roadshow

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HR Information Systems (HRIS) Using CoreHR Personnel Payroll Go Live Roadshow. Introductions. Anne Harkness Charles Morgan Caroline Beadle Esther North. Payroll go live – impact . Change for Payroll team Changes for departments Second level salary approvals. - PowerPoint PPT Presentation

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Page 1: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

PERSONNEL SERVICES

HR Information Systems (HRIS) Using CoreHR Personnel

Payroll Go Live Roadshow

 

Page 2: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Introductions

Anne Harkness

Charles Morgan

Caroline Beadle

Esther North

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Page 3: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Payroll go live – impact

Change for Payroll team

Changes for departments

Second level salary approvals

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Page 4: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Payroll go live – further stages

End of November into December Existing departmental access to CoreHR screens remains as is New payslips and employee numbers New payroll costings reports Phased introduction of new format overtime/temporary payment

spreadsheet Payroll team transition from Midland Trent to CoreHR Changes to system interfaces & OPENdoor Phasing out Oxford pay group

From January 2013 New guidance on future payroll processing New overtime/temporary payment spreadsheet offered to more

departments

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Page 5: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Appointing and commencing – what and when? (1) Golden rules:

Commence the appointment to generate the salary approval

Approve before the admin cut off date

Future actions Future commencing appointments – only in the current payroll

month (at the moment!) No need to future date contract extensions

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Page 6: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Appointing and commencing – what and when? (2)Transfers

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Actual start date

Appoint

Appoint

Appoint

Commence

Commence

Commence

Page 7: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

What needs salary approval?

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Remember: check ‘next steps’ in the QRG

Salary approval No salary approval

New appointments (inc variable hours and regradings)

Allowances Additional increment(s) Amending multiplier (e.g. for

change of hours/sick leave half/ no pay)

Maternity leave return Unpaid leave Agency workers

Funding changes Contract extensions Leavers Changing personal data Changing job title Changing place of work Maternity leave start Ending allowance

Page 8: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Salary Changes and Approvals

Rehires remain dormant View Position History Screens Second Level Approval Mistakes and Fixes and

Backdating Salary changes

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Page 9: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Re-hires – Employee Search

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Page 10: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Re-hires - Salary Approvals

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Page 11: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

View Position History Screens

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Page 12: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Salary Details Button

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Page 13: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Allowances

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Page 14: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Allowances – Salary Details Button

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Page 15: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Rate of Pay changes

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Page 16: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Second Level Approval

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Page 17: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Second Level Approval – New Starter

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Page 18: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Mistakes and Fixes and Back dating

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Page 19: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Mistakes and Fixes and Back dating

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Page 20: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

How will I know?

Staff requests Auto-notification email Sent to the staff request approver

Salary approvals No email On screen prompt when you log in

Rejected salaries Automatic email Sent to person who entered the salary change

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Page 21: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Rejected Salary email

Personnel No : 2341783 Caroline Qa Test 1 Salary Type : PRIM Date Effective : 14-SEP-12 Rejecter username : ADMN2422 Rejection reason : reject test Rejection Date : 28-SEP-12

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Page 22: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Cost allocations Terminology Description in Portal Search using wild cards use wildcards (%) around parts of the

cost centre you know e.g. %JX% Activate new codes with 1p journal Don’t backdate changes to cost allocations in Personnel

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Oxford name (GL) Oxford name (project) Core field name

Cost centre e.g. BK0000

Project numbere.g. BKRBDA0 Cost centre

Activitye.g. 00 (default)

Taske.g. 1 Project code

e.g. 00/A1001 or 1/RBDA0Source of fundse.g. A1001

Awarde.g. RBDA0

% split % split %

Funding end date Funding end date Effective dates

Page 23: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Payslip address

Home, Work (Location) or ADDLAB ADDLAB – alternative, non standard work address Default: Location Email Payroll to change

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Page 24: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Casuals All casual workers and casual teacher up to 12 weeks: casual

payroll form to Casual Payroll team Casual teachers more than 12 weeks: choose – form or on

system (use QRG PA3). New appointments for existing casuals: transfer, additional or

rehire? Ending the appointment

As soon as possible

Email Casual Payroll team

Coming soon auto-enrolment

pay group 10 clean up

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Page 25: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Recent changes and reminders

End of appointment payments (e.g. Holiday or redundancy payment)

NOT allowance

Additional Instructions for Payroll (UDF)

Back dated regradings Only pay back dated NOT appointment and contract

Use salary comments for pay effective date

Work in real time – avoid the payroll admin cut off rush! Always use the relevant QRG

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Page 26: HR Information Systems (HRIS)  Using CoreHR Personnel Payroll Go Live  Roadshow

Questions

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