PTR Phase 2Payroll and Position

ObjectivesContinuation 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 transactionEnhance workflow and approvals

PTR Search Page ChangesAdding ability to search by PTR ID number

PTR Splash Page Changes

PTR Main Page ChangesTwo Tabs on PTR Main Page

◦First tab is for Job transactions ◦Second tab is for Payroll transactions Additional Pay Retro Payments Overpayments

PTR Main PageFields 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

Job Data Tab- FTE Change

Payroll Tab-Retro and OverpaymentRetro 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

PTR Pay Data Tab (Retro/Addl Pay)

Additional Pay/Additional Pay CancelAdditional 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 ChangesPTR ID added to Work ListNew 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 EndPosition 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.