new features 9.2 - payroll for north america and t&l
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QuestDirect.org
New Features 9.2 – Payroll for
North America and T&L
Emtec, Inc.; Laura Tramutolo
July 23-25, 2013
QuestDirect.org
APRIL 7-11, 2014 Sands Expo and Convention
Center
Las Vegas, Nevada
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Agenda
• New Features 9.2 – Payroll for North
America
• New Features 9.2 – Time and Labor
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New Features 9.2 – Payroll for North
America
QuestDirect.org
New Features 9.2 – Payroll for North America
Feature
P_92_1. Paycheck Modeler (ePay)
Through self-service, employees can explore their own “what-
if” situations and simulate their own paychecks without
updating production tables and without calling the payroll
department or help desk.
Employees must accept usage terms and conditions
Printed version will not contain sensitive data (name,
SSN, or EmplID) and will contain a watermark so it cnnot
be mistaken for a “live” check
Employee and Administrator Enhancements
• Reduces Payroll and Helpdesk workload.
• Risks of using Online Check have been eliminated
• Empowers the employee to manage their own inquiries
and print the results if desired
• Usage terms and conditions are customer-configurable,
and displays a message that this is an estimate, not an
actual paycheck calculation
• No longer need to update production tables (employee
level taxes, compensation or additional pay)
• Control which pay groups have access to Paycheck
Modeler, when it can be used, and which earnings and
deductions can be included
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New Features 9.2 – Payroll for North America
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New Features 9.2 – Payroll for North America
7
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New Features 9.2 – Time and Labor
QuestDirect.org
New Features 9.2 – Time and Labor
Feature
T_92_1. Real-time Application of Rules
• Ability to run rules:
– On timesheet by clicking “Apply Rules” button
– Automatically run when timesheet is submitted
– Not allow rules to be run from timesheet
• The real-time application of rules from the timesheet
immediately updates the employee's timesheet results,
which increases the timely completion of the payable
time calculation
Employee and Administrator Enhancements
• Easier troubleshooting for administrators, previously
queries had to be written to reconcile this data.
• Immediately updates the employee's timesheet results
with payable time
• Users can easily make corrections and resubmit the
timesheet to obtain updated payable time for payroll
processing
• Applies rules to all time entries beginning with Earliest
Change Date through the last date on timesheet
(Dependent on settings)
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New Features 9.2 – Time and Labor
Feature
T_92_2. Timesheet Lockdown Feature
• Enables administrators to control whether users can edit
or only view time entries on a timesheet.
• Administrators can lock and unlock the timesheet during
critical periods
Employee and Administrator Enhancements
• Prevent users from modifying timesheets while payroll is
processing
• Administrators can control this feature by pay group
QuestDirect.org
New Features 9.2 – Time and Labor
QuestDirect.org
New Features 9.2 – Time and Labor
QuestDirect.org
New Features 9.2 – Time and Labor
QuestDirect.org
New Features 9.2 – Time and Labor
Feature
T_92_3. Expanded Time Reporting Template settings
• Enables administrators to suppress the display of fields on timesheets in order to allow the use of the application default settings.
• Administrators can specify whether approvers perform approval actions from a summary view, the detailed view or either.
• And administrators can control the View By selection on the Timesheet to a specific view of Day, Week, or Calendar Period or to determine what sections users can see on the Timesheet.
Employee and Administrator Enhancements
• In addition to Required, Not Used or Optional;
administrators now have the option to allow entry for an
element or hide an element from displaying on the
timesheet
• Can ‘force’ the approver to view all details before
performing any action
• Through the new Timesheet Controls section,
administrators can configure and restrict how the
timesheet is viewed by users
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New Features 9.2 – Time and Labor
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New Features 9.2 – Time and Labor
Feature
T_92_3a. Additional Enhancements
• New attributes to TRC Program control usage
• Administrators can control who is allowed to modify an
employee’s reported time
• Time Attestation
• Mouse-over pop up on job description
• Timesheet Summary page improved for easier view and
sorting
Employee and Administrator Enhancements
• Administrators can designate restriction and access for
time entry on employees’ and managers’ timesheets
• System can be configured to notify employees when
someone other than themselves makes a change to their
time entry.
• Ability to define legal statements for “official” sign off and
validation of time entries
• Provides ability to view additional information such as
workgroup and task group without navigating away from
current page
• Last and First names are now in separate columns for
easier sorting and more efficient review
QuestDirect.org
New Features 9.2 – Time and Labor
Feature
T_92_4. Time and Labor Alerts Framework
• Provides building blocks to automate business policies.
• Alerts enable you to monitor frequent sick time, work,
and overtime against a configured threshold and other
business policies that impact your workforce productivity
• Helps organizations to control their labor costs.
Employee and Administrator Enhancements
• Administrators and managers are able to configure Alert
Rules that monitor transaction data for a single group or
groups of employees.
• Alerts are sent to specific individuals who can review
and act on them via the new T&L Work Center
QuestDirect.org
New Features 9.2 – Time and Labor
Feature
T_92_5. Time and Labor WorkCenter
• Combines transactions, analytics, workflow, alerts, and
reports into a configurable framework that can be
tailored to each role-based user.
• The workcenter increases users' productivity by
streamlining and simplifying their work and providing
access to all their needed information in one place.
• Integrates with new Notification Framework
Employee and Administrator Enhancements
• Directs user to specific tasks needing completion –
easier navigation
• Access to cross-module pages to run reports, processes
and queries from a single location
• Using Pivot Grids, users can view transactional data
such employees’ timesheets by status and attendance
• Enables administrators and managers to create and
send one-time or recurring announcements and/or
emails to a list of recipients
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New Features 9.2 – Time and Labor
QuestDirect.org
New Features 9.2 – Time and Labor
Feature
T_92_6. AWE for Overtime Requests
• PeopleSoft Time and Labor Overtime Request process
uses the powerful Approval Workflow Engine (AWE)
technology, which can automatically trigger workflow
notifications
HCM Delegation Framework
Employee and Administrator Enhancements
• Through Self-service, Employees can enter overtime
requests for a future date and receive notification of
approval or denial.
• Using Manager Self Service, administrators and
managers can view the requests, check the amount of
overtime worked to date, approve or deny the request,
and enter comments.
• Ability to delegate authority for T&L transactions
QuestDirect.org
New Features 9.2 – Time and Labor
Feature
T_92_7. New XML/BI Reports
• Reported Time Audit
• Leave and Compensatory Time
• Print Timesheet
Employee and Administrator Enhancements
• Displays all Adds, Updates and Deletes from employees’
reported time
• Monthly view of all Leave/Comp time reported, taken
and their balances
• Users can print from within the employee and manager
timesheet pages
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THANK YOU FOR YOUR TIME
Please visit us online at www.emtecinc.com