Higher Education Payroll Processing and Reporting: Session Overview and Important Dates
Explore the process of payroll processing and reporting in higher education, including project updates, employee termination procedures, security measures, and key dates for upcoming tasks. Stay informed on HCM roles, financial testing, user acceptance testing, and essential reminders for the smooth operation of educational institutions.
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Presentation Transcript
0 Higher Education Payroll Processing & Reporting Jan 2016 Q & A SESSION OCTOBER 14, 2015
Session Overview 1 Project Update Employee Terminations Process Security HCM roles OpenBooks Payroll data Financials roles GL AP OST roles ACES Banking system After separation security maintenance
Project Update 2 HCM > Financials 500 Misc PFT Testing Each institute will provide a testing file during Integration or User Acceptance Testing REMINDER: Budgets must be in Hyperion (Email sent by Sheri Mauck on October 2, 2015)
Project Update 3 User Acceptance Testing 10/26/2015-11/25/2015 Training 11/03/2015 Journal Entry/Accounts Payable/Federal Tax Payments OST Validation 11/16/2015-11/25/2015 Go Live 12/10/2015
Important Dates Reminder 4 October 14 ACA & Child Support Survey October 26 Higher Ed FEINs November 3 Training for Financials and OST November 16 ACES and Participant Maintenance OST security forms November 30 301JE security forms 301 security forms-TBD Ayana.Wilkins@omes.ok.gov
Follow-up Items 5 Test files Security ACA Axxx00.HIED.ACALIST.E000001T.RECD Initial list from institutions Axxx00.HIED.ACAMULT.E000001T.RECD Information for printing/reporting of multiple agency employees Information for printing/reporting of other employee Open Books File name ChatQuestions
Employee Termination Process 6 Options Higher Ed to terminate all employees, all EmplRcds OMES mass update to terminate all employees, all EmplRcds Termination Info HR Status: Inactive Action: TRM (termination-Higher Ed) Reason: HMT (Higher Ed Mass Term) Effective Date: 01/01/2016 Last Date Worked: 12/31/2015 OMES update scheduled: tentatively for Saturday January 2, 2016
Security 7 HCM roles OpenBooks File upload Desktop browse and load Payroll data Paycheck W2 Balances
Security 8 Financials roles GL Higher Ed Payroll Load role 500 Misc PFT AP TBD
Security 9 OST roles ACES Banking system
Security 10 After Separation Security Maintenance PeopleSoft HelpDesk Case Email Security form
Security 11 After Separation Security Maintenance ACES OST banking system
Questions 12 Questions??? Ayana.Wilkins@omes.ok.gov
Website 13 http://www.ok.gov/cio/Customer_Portal/Business_Applicatio n_Services_Essentials/Financials/Financials_News.html
Recap 14 Roll call ACA/Child Support survey Chat window questions: 090 FTP or browse & load or not sure 090 OTC yes or OTC no
Next Session 15 October 28, 2015 3:00 5:00 pm Project Update Vendor File employee payments OTC annual employee reporting
