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payroll:utilities:payrollsimulation:jobinfo

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payroll:utilities:payrollsimulation:jobinfo [2020/06/09 16:38] – emorenopayroll:utilities:payrollsimulation:jobinfo [2023/05/04 18:54] (current) – emoreno
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 ====Add payroll simulation job information:==== ====Add payroll simulation job information:====
  
-Under **Parameters**, select the employee to be retrieved. +VCV Under **Parameters**, select the employee to be retrieved. 
 {{page>general:parameters}} {{page>general:parameters}}
 +<WRAP Box>
 **Notes**:   **Notes**:  
   * If more than one employee is selected, the system only populates the Addendum tab with all selected employees. The other Payroll Simulation tabs are not populated.   * If more than one employee is selected, the system only populates the Addendum tab with all selected employees. The other Payroll Simulation tabs are not populated.
   * Once an employee is selected, the same employee's information is presented on all tabs of the Payroll Simulation utility.   * Once an employee is selected, the same employee's information is presented on all tabs of the Payroll Simulation utility.
   * A specific payroll frequency must be selected before clicking **Execute**; otherwise, no data displays. The user can select either current year or next year frequencies. All other parameters are optional.   * A specific payroll frequency must be selected before clicking **Execute**; otherwise, no data displays. The user can select either current year or next year frequencies. All other parameters are optional.
 +</WRAP>
  
-Click **Execute** to retrieve the selected employee.+VCV Click **Execute** to retrieve the selected employee.
  
-Click **+Add** to add a row.+VCV Click **+Add** to add a row.
    
 ^Job Code|Type the four-digit job code to which the employee is assigned, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select a job code from the Job Codes list.| ^Job Code|Type the four-digit job code to which the employee is assigned, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select a job code from the Job Codes list.|
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 ^Pay Type|This field is display-only and is populated based on the job code.| ^Pay Type|This field is display-only and is populated based on the job code.|
 ^Primary Campus|Click  {{:images:dropdown.gif|Drop-down Arrow}}to select the three-digit code for the campus to which the teacher is assigned.| ^Primary Campus|Click  {{:images:dropdown.gif|Drop-down Arrow}}to select the three-digit code for the campus to which the teacher is assigned.|
-^Dept|Type the one-digit code used by the district to further categorize the employee.|+^Dept|Type the one-digit code used by the LEA to further categorize the employee.|
    
-Under **Contract Info**:+VCV Under **Contract Info**:
    
-^Pay Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the one-digit code that best describes how the employee’s pay is calculated by the system.\\  \\  Pay type 1 employees are generally those employees that are under contract such as superintendents, principals, teachers, etc. (exempt employees under FLSA) whose pay rate remains constant during the course of their contract.\\  \\  Pay type 2 employees are generally paraprofessional, auxiliary, or clerical (nonexempt employees under FLSA) whose pay rate usually remains constant during the course of the year but are eligible for overtime.\\  \\  Pay type 3 employees are hourly employees (nonexempt under FLSA) who are paid only when hours are earned, so their pay rate fluctuates every pay date.\\  \\  Pay type 4 employees are substitutes that are paid at either an hourly or daily rate of pay and only when they work.\\  \\  **Note**: If **Use PMIS** is selected on the District Administration > Options > PMIS District Options page, the **Pay Type** field is required.|+^Pay Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the one-digit code that best describes how the employee’s pay is calculated by the system.\\  \\  Pay type 1 employees are generally those employees that are under contract such as superintendents, principals, teachers, etc. (exempt employees under FLSA) whose pay rate remains constant during the course of their contract.\\  \\  Pay type 2 employees are generally paraprofessional, auxiliary, or clerical (nonexempt employees under FLSA) whose pay rate usually remains constant during the course of the year but are eligible for overtime.\\  \\  Pay type 3 employees are hourly employees (nonexempt under FLSA) who are paid only when hours are earned, so their pay rate fluctuates every pay date.\\  \\  Pay type 4 employees are substitutes that are paid at either an hourly or daily rate of pay and only when they work.\\  \\  **Note**: If **Use PMIS** is selected on the District Administration > Options > Position Management page, the **Pay Type** field is required.|
 ^Pay Grade|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the pay grade at which the employee is paid. The field is used to identify the correct salary amount on the salary table.| ^Pay Grade|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the pay grade at which the employee is paid. The field is used to identify the correct salary amount on the salary table.|
 ^Pay Step|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the pay step at which the employee is paid. The field is used to identify the correct salary amount on the salary table.| ^Pay Step|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the pay step at which the employee is paid. The field is used to identify the correct salary amount on the salary table.|
 ^Sched|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the local subschedule of the employee’s pay grade and step. The field is used to identify the correct salary amount on the salary table.| ^Sched|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the local subschedule of the employee’s pay grade and step. The field is used to identify the correct salary amount on the salary table.|
-^Max Days|Displays the number of contract days which relate to the correct salary on the salary table.\\  \\  **Note**:  If **Use PMIS** is selected on the District Administration > Options > PMIS District Options page, the **Max Days** field will be enabled.|+^Max Days|Displays the number of contract days which relate to the correct salary on the salary table.\\  \\  **Note**:  If **Use PMIS** is selected on the District Administration > Options > Position Management page, the **Max Days** field will be enabled.|
 ^Hrs Per Day|Type the standard number of hours per day to be worked by the employee. The field is disabled for all XTRA coded jobs and is calculated automatically for pay type 2 employees when you click **Calculate**. The field is used exclusively by a timekeeping system when the Merge Payroll Transactions Files is used and regular hours exist in the import file.\\  \\  **Note**:  For pay type 3 employees, the **Hours** field on the Midpoint Salary table must be populated. Data from the Hours field on the Midpoint table populates the **Hrs/Day** field on the Job Info page. The **Hrs/Day** field can be modified on the Job Info tab, if necessary.| ^Hrs Per Day|Type the standard number of hours per day to be worked by the employee. The field is disabled for all XTRA coded jobs and is calculated automatically for pay type 2 employees when you click **Calculate**. The field is used exclusively by a timekeeping system when the Merge Payroll Transactions Files is used and regular hours exist in the import file.\\  \\  **Note**:  For pay type 3 employees, the **Hours** field on the Midpoint Salary table must be populated. Data from the Hours field on the Midpoint table populates the **Hrs/Day** field on the Job Info page. The **Hrs/Day** field can be modified on the Job Info tab, if necessary.|
 ^Incr Pay Step|Select if the employee is eligible for an incremental pay step.| ^Incr Pay Step|Select if the employee is eligible for an incremental pay step.|
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 ^Contract Total|Displays the amount from the **Total** field.| ^Contract Total|Displays the amount from the **Total** field.|
 ^# of Days Empld|Displays the value from the **# of Days Empld** field from the **Accrual Info** section.| ^# of Days Empld|Displays the value from the **# of Days Empld** field from the **Accrual Info** section.|
-^# Days Off|Type the number of days that the employee is eligible to take off. This information is used for Position Management (PMIS).|+^# Days Off|Type the number of days that the employee is eligible to take off. This information is used for Position Management.|
 ^Vacant Job|Select if the job is currently not filled. This option is only enabled when using Position Management functionality.| ^Vacant Job|Select if the job is currently not filled. This option is only enabled when using Position Management functionality.|
 ^Pay Rate|Type the gross amount of pay due to the employee per pay period. The rate is computed by dividing the contract amount by the number of annual payments. If you selected to automatically compute the pay rate in District HR Options, this field is display only, and the system computes the value.| ^Pay Rate|Type the gross amount of pay due to the employee per pay period. The rate is computed by dividing the contract amount by the number of annual payments. If you selected to automatically compute the pay rate in District HR Options, this field is display only, and the system computes the value.|
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 ^Payoff Date|Type the date on which the employee's contract is paid off in the MMDDYYYY format. When this date and the pay date match, contract payoff occurs.| ^Payoff Date|Type the date on which the employee's contract is paid off in the MMDDYYYY format. When this date and the pay date match, contract payoff occurs.|
    
-Click **Calculate** to display the Employee Salary Calculation dialog box.+VCV Click **Calculate** to display the Employee Salary Calculation dialog box.
    
-Under **Type of Calculation**, select one of the following:+VCV Under **Type of Calculation**, select one of the following:
 ^Salary|Select to run the regular salary calculation.|  ^Salary|Select to run the regular salary calculation.| 
 ^State Minimum Only|Select to run the state minimum calculation only.| ^State Minimum Only|Select to run the state minimum calculation only.|
 ^Apply Percent of Day Employed to Salary Amount|Select to calculate the salary for either the **Salary** option or the **State Minimum Only** option based on the percentage of day employed.| ^Apply Percent of Day Employed to Salary Amount|Select to calculate the salary for either the **Salary** option or the **State Minimum Only** option based on the percentage of day employed.|
    
-Click **Execute** to start the recalculation process or **Cancel** to close the page without recalculating.+VCV Click **Execute** to start the recalculation process. 
 + 
 +VCV Click **Cancel** to close the page without recalculating.
    
 <WRAP Box> <WRAP Box>
 **Notes**:   **Notes**:  
   * The **Calculate** button only calculates the selected job. If the employee has multiple jobs, each job needs to be selected and calculated.   * The **Calculate** button only calculates the selected job. If the employee has multiple jobs, each job needs to be selected and calculated.
-  * If **Use PMIS** is selected on the District Administration > Options > PMIS District Options page, the Calculate button will be disabled.+  * If **Use PMIS** is selected on the District Administration > Options > Position Management page, the **Calculate** button will be disabled.
 </WRAP> </WRAP>
    
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 **Caution**:   **Caution**:  
  
-When calculating a midpoint salary, if the district has selected the **Amount** option in the **Distributions Built by Amt or %** field of the HR Options table, the system requires that a distribution amount be greater than zero and is not saved until an amount is entered for a new employee or an employee with a salary change. Since the system is not saved with zero amounts the user has to enter an amount manually. When a manual amount is entered into the distribution amount and contract balance and the user clicks **Calculate**, the amounts are not changed or updated. Since midpoint has no steps, the assumption is that the employee remains at that salary level without regard to whether the employee is within minimum or maximum ranges.\\  \\  When calculating a midpoint salary, if the district has selected the **Percentage** option in the **Distributions Built by Amt or %** field of the HR Options table, the program saves zero as an amount in distribution and contract balance allowing the percent to equal 100%. When saved without a distribution amount and a contract amount, and the user clicks **Calculate**, the system populates these fields automatically with amounts from the Midpoint salary table.  </color> +When calculating a midpoint salary, if the LEA has selected the **Amount** option in the **Distributions Built by Amt or %** field of the HR Options table, the system requires that a distribution amount be greater than zero and is not saved until an amount is entered for a new employee or an employee with a salary change. Since the system is not saved with zero amounts the user has to enter an amount manually. When a manual amount is entered into the distribution amount and contract balance and the user clicks **Calculate**, the amounts are not changed or updated. Since midpoint has no steps, the assumption is that the employee remains at that salary level without regard to whether the employee is within minimum or maximum ranges.\\  \\  When calculating a midpoint salary, if the LEA has selected the **Percentage** option in the **Distributions Built by Amt or %** field of the HR Options table, the program saves zero as an amount in distribution and contract balance allowing the percent to equal 100%. When saved without a distribution amount and a contract amount, and the user clicks **Calculate**, the system populates these fields automatically with amounts from the Midpoint salary table.  </color> 
    
 [[general:otherhelpfuldocuments:midpointcalculationexamples|Midpoint calculation examples]] [[general:otherhelpfuldocuments:midpointcalculationexamples|Midpoint calculation examples]]
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 ^Reg Hrs Worked|This field is for employees with hourly jobs (i.e., pay type 3). When the pay type is 3, type the regular hours the employee works. When pay type is not 3, the field displays 0. If the field is completed and payroll is processed, standard gross pay is calculated based on these hours. If hours are entered in the **Reg Hrs** field in Hours/Pay Transmittals, the field is not used for calculation of pay.| ^Reg Hrs Worked|This field is for employees with hourly jobs (i.e., pay type 3). When the pay type is 3, type the regular hours the employee works. When pay type is not 3, the field displays 0. If the field is completed and payroll is processed, standard gross pay is calculated based on these hours. If hours are entered in the **Reg Hrs** field in Hours/Pay Transmittals, the field is not used for calculation of pay.|
 ^OVTM Elig|Select if the employee is eligible for overtime pay. If the field is selected, the **OVTM Rate** field becomes enabled, and the employee can be accessed in the Create Hours and/or Ovtm Hrs tab on the Hours/Pay Transmittals page.| ^OVTM Elig|Select if the employee is eligible for overtime pay. If the field is selected, the **OVTM Rate** field becomes enabled, and the employee can be accessed in the Create Hours and/or Ovtm Hrs tab on the Hours/Pay Transmittals page.|
-^OVTM Rate|Type the rate at which the employee is paid for any hours worked in excess of the number of regular hours. The field is used as the default when the employee is selected in the Create Hours and/or Ovtm Hrs tab on the Hours/Pay Transmittals page and can be modified if desired.|+^OVTM Rate|Type the rate at which the employee is paid for any hours worked in excess of the number of regular hours. The field is used as the default when the employee is selected in the Create Hours and/or Ovtm Hrs tab on the Hours/Pay Transmittals page and can be modified if necessary.|
 ^Hrly Rate|Type the hourly rate of pay for pay type 2 employees only. The field is disabled for any other Pay Type.| ^Hrly Rate|Type the hourly rate of pay for pay type 2 employees only. The field is disabled for any other Pay Type.|
 ^Exempt Status|Select if the employee is exempt from overtime pay. The field relates to whether or not the employee is considered eligible for overtime pay.| ^Exempt Status|Select if the employee is exempt from overtime pay. The field relates to whether or not the employee is considered eligible for overtime pay.|
 ^EEOC|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the two-digit code indicating any applicable Equal Employment Opportunity Commission data.| ^EEOC|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the two-digit code indicating any applicable Equal Employment Opportunity Commission data.|
    
-Under **State Info**:+VCV Under **State Info**:
    
 ^State Step|Type the state step that the employee has earned based on years of service plus career ladder step(s), if applicable.| ^State Step|Type the state step that the employee has earned based on years of service plus career ladder step(s), if applicable.|
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 ^# of Days|Displays a value based on the following:\\  \\  If the **TRS Member Pos** field is 01, the # of Days field is populated with the **# of Days Empld**.\\  \\  If the **TRS Member Pos** field is 02 or 05 and the **# of Days Empld** field is greater than or equal to the **# of Days in Contract** field, the **# of Days** field is populated with the **# of Days in Contract**.\\  \\  If the **TRS Member Pos** field is 02 or 05 and the **# of Days Empld** field is less than the **# of Days in Contract** field, the **# of Days** field is populated with the **# of Days Empld**.\\  \\  If the **TRS Member Pos** field is 02 or 05, the **# of Days in Contract** field is 187, and the **# of Days Empld** field is changed to less than 187, the user is prompted to recalculate the state minimum salary. Click **Yes** to recalculate the state minimum salary, or click **No** to retain the original salary.\\  \\  If the **TRS Member Pos** field is 03 or 04, the **# of Days** field is populated with zero.| ^# of Days|Displays a value based on the following:\\  \\  If the **TRS Member Pos** field is 01, the # of Days field is populated with the **# of Days Empld**.\\  \\  If the **TRS Member Pos** field is 02 or 05 and the **# of Days Empld** field is greater than or equal to the **# of Days in Contract** field, the **# of Days** field is populated with the **# of Days in Contract**.\\  \\  If the **TRS Member Pos** field is 02 or 05 and the **# of Days Empld** field is less than the **# of Days in Contract** field, the **# of Days** field is populated with the **# of Days Empld**.\\  \\  If the **TRS Member Pos** field is 02 or 05, the **# of Days in Contract** field is 187, and the **# of Days Empld** field is changed to less than 187, the user is prompted to recalculate the state minimum salary. Click **Yes** to recalculate the state minimum salary, or click **No** to retain the original salary.\\  \\  If the **TRS Member Pos** field is 03 or 04, the **# of Days** field is populated with zero.|
    
-Under **Calendar Info**:+VCV Under **Calendar Info/Local Info**:
    
-^Calendar/Local Options|Type the calendar code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select the two-digit code identifying the calendar for the employee. The calendar indicates the dates of the employee’s workdays and holidays. This field relates to the School Calendar table built with the holidays, in-service days, and work days for different district employees.|+^Calendar Cd|Type the calendar code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select the two-digit code identifying the calendar for the employee. The calendar indicates the dates of the employee’s workdays and holidays. This field relates to the School Calendar table built with the holidays, in-service days, and work days for different LEA employees.|
 ^Begin Date|Type the beginning date for the calendar selected in the MMDDYYYY format.| ^Begin Date|Type the beginning date for the calendar selected in the MMDDYYYY format.|
 ^End Date|Type the ending date for the calendar selected in the MMDDYYYY format.| ^End Date|Type the ending date for the calendar selected in the MMDDYYYY format.|
 ^# of Days Empld|Type the number of employee work days for the calendar selected. If the **Calendar** field is selected, the field automatically displays the total number of days the employee is scheduled to work based on begin and end dates. This field can only change when begin and end dates are changed. If the **Calendar** field is not used, the user can enter the number of workdays the employee is scheduled to work.| ^# of Days Empld|Type the number of employee work days for the calendar selected. If the **Calendar** field is selected, the field automatically displays the total number of days the employee is scheduled to work based on begin and end dates. This field can only change when begin and end dates are changed. If the **Calendar** field is not used, the user can enter the number of workdays the employee is scheduled to work.|
 +^Exclude Days for TEA|Select to exclude the number of days employed (for the selected job) from TEA reporting. For example, this field would be used for an employee who performs two separate jobs on the same day.|
 ^Years Job Exp|Type the number of years of job experience the employee has for the selected job. The field can be a maximum of two digits.| ^Years Job Exp|Type the number of years of job experience the employee has for the selected job. The field can be a maximum of two digits.|
-^Local Contract Days|Type the number of days an employee is required to work in the selected job in order to meet district contract requirements. The field can be a maximum of three digits, is user-defined, is not used in calculations, does not display on any reports other than User Created Reports, and can be updated using Mass Update in Utilities.|+^Local Contract Days|Type the number of days an employee is required to work in the selected job in order to meet LEA contract requirements. The field can be a maximum of three digits, is user-defined, is not used in calculations, does not display on any reports other than User Created Reports, and can be updated using Mass Update in Utilities.|
  
-Under **Worker's Comp Info**:+VCV Under **Worker's Comp Info**:
    
-^WC Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the type of workers' compensation for the employee. The WC code is used to calculate the workers' compensation premiums for all types of district employee records. The workers' compensation codes and descriptions are user-defined and can be changed to local preference. These codes are located in the Workers' Compensation Code table and must exist before a code can be selected from this field.\\  \\  **Note**:  If the workers’ compensation code is changed, the code is also changed for the distribution records associated to the job. If the distribution records are types B, T, or G with extra duty codes, the distribution WC code is only changed if the original workers’ compensation codes in the job record and the distribution records matched before the job record was changed.\\  \\  Calculating workers' compensation|+^WC Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the type of workers' compensation for the employee. The WC code is used to calculate the workers' compensation premiums for all types of LEA employee records. The workers' compensation codes and descriptions are user-defined and can be changed to local preference. These codes are located in the Workers' Compensation Code table and must exist before a code can be selected from this field.\\  \\  **Note**:  If the workers’ compensation code is changed, the code is also changed for the distribution records associated to the job. If the distribution records are types B, T, or G with extra duty codes, the distribution WC code is only changed if the original workers’ compensation codes in the job record and the distribution records matched before the job record was changed.\\  \\  Calculating workers' compensation|
 ^WC Ann Pymts|Type the number of annual workers' compensation payments for the contract period.| ^WC Ann Pymts|Type the number of annual workers' compensation payments for the contract period.|
 ^WC Remain|Type the number of remaining workers' compensation payments to be made during the contract period.| ^WC Remain|Type the number of remaining workers' compensation payments to be made during the contract period.|
    
-Under **Accrual Info**:+VCV Under **Accrual Info**:
    
-^Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the one-character, district-defined code required if the district is using the accrual pay special option. The code must match a code used to identify a calendar on the Accrual Calendar tab. If an accrual code is entered, it applies to the current job. Each job can have a different number of days earned per pay date processed.|+^Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the one-character, LEA-defined code required if the LEA is using the accrual pay special option. The code must match a code used to identify a calendar on the Accrual Calendar tab. If an accrual code is entered, it applies to the current job. Each job can have a different number of days earned per pay date processed.|
 ^Accrual Rate|Type the rate which is the annual contract amount divided by the number of days employed. If you selected to compute the accrual rate automatically in District HR Options, the field is display only, and the system computes the value.| ^Accrual Rate|Type the rate which is the annual contract amount divided by the number of days employed. If you selected to compute the accrual rate automatically in District HR Options, the field is display only, and the system computes the value.|
 ^Total|Displays the amount from the **Contract Info Total** field.| ^Total|Displays the amount from the **Contract Info Total** field.|
payroll/utilities/payrollsimulation/jobinfo.1591720696.txt.gz · Last modified: 2020/06/09 11:38 (external edit)

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