session 1020 multiple jobs processing in hrms 8 - part i march 20, 2001 dave dresselhouse ...
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Session 1020Multiple Jobs Processing
in HRMS 8 - Part I
March 20, 2001
Dave Dresselhouse
PeopleSoft
Agenda
This is a 2-part presentation...
Part I (2:30 - 3:30) Multiple Jobs Basics / Overview HRMS Payroll for North America Pension Administration
Break (3:30 - 3:45)
Part II (3:45 - 4:45) Benefits Enrollment and Deductions Benefits Administration / Eligibility
Multiple Job Basics / Overview
PeopleSoft HRMS Product Line
Company: UniversityPosition: Professor
Paid: WeeklyJob: #1
Company: UniversityPosition: DeanPaid: Monthly
Job: #3
Company: HospitalPosition: Physician
Paid: MonthlyJob: #4
Company: UniversityPosition: Researcher
Paid: WeeklyJob: #2
Employee
All jobs don’t have to be “concurrent”:
Professor
Researcher
DeanTime
Physician
Multiple Job Basics / Overview
PeopleSoft HRMS Product Line
EMPLOYMENTEmpl_Rcd: #0
EMPLOYMENTEmpl_Rcd: #2
EMPLOYMENTEmpl_Rcd: #3
EMPLOYMENTEmpl_Rcd: #1
PERSONAL_DATA
Representation of multiple jobs in the database:
JOBEffdt: 1/1/98Action: HIR
JOBEffdt: 2/1/99Action: XFR
JOBEffdt: 8/1/99Action: DTA
JOBEffdt: 6/1/98Action: HIR
JOBEffdt: 4/1/98Action: HIR
JOBEffdt: 12/31/98
Action: TER
JOBEffdt: 2/1/99Action: HIR
Multiple Job Basics / Overview
Why Use Multiple Jobs?
Concurrent employment in multiple companies (or legal entities) within a corporation/organization Jobs for different FEINs need to be kept separate
Need to distribute expenses differently for each job held in a single companye.g. Salary and Benefits expenses
If Benefits eligibility can vary by job, or group of jobs
Pension Administration requires multiple jobs
PeopleSoft HRMS Product Line
PeopleSoft HRMS
PeopleSoft HRMS
PeopleSoft HRMS Enhancements
What’s new in HRMS?
“Primary/Secondary” Job Indicator
FTE tracking/visibility across multiple jobs
Job inquiry across multiple jobs
Benefit Record assignment
Reports respond to “Primary Job”
PeopleSoft HRMS
Primary/Secondary Job Indicator
PeopleSoft HRMS
Established on the Job record
Effective dated
Used mostly for reporting Real-World implementation requires that we allow
more than one primary job as an exception Due to security implementations On-Line warning Audit report
Cross-Job FTE Tracking
PeopleSoft HRMS
Visibility of totals across all jobs as of Effective Date
Standard Hours FTE
Note that totals are not stored
Inquiry Across Multiple Jobs
PeopleSoft HRMS
View of “non-sensitive” data for all jobs as of Effective Date
Benefit Record / Program Assignment
PeopleSoft HRMS
Benefit_Rcd# = Empl_Rcd# relationship broken
Benefit Record can be directly entered in normal page flow
Benefit Record for a job can be changed at any time
Benefit Program is not required if all jobs in Benefit Record are managed by “Other” pay systems
HRMS Reports
PeopleSoft HRMS
All reports that derive data from one job have been modified to respect the new “Job Indicator” field
In the case of “overlapping” primary jobs: Lowest Active Empl_Rcd is used If all jobs are terminated:
Lowest Empl_Rcd is used
PeopleSoft Pension Administration
PeopleSoft Pension Administration
Enhanced Multiple Job functionality affects four major areas of Pension Administration:
Alias resolution
Plan Eligibility
Consolidations
Service
PeopleSoft Pension Administration Enhancements
PeopleSoft Pension Administration
Multiple Concurrent Jobs processing requires new method for resolving Database Aliases
In earlier releases, Aliases were resolved on Job 0
For Multiple Concurrent Jobs enhancement it was necessary to establish the employee’s Primary Job in order to resolve Aliases
User-defined criteria for Active Job and Eligibility are used to identify Primary Job
PeopleSoft Pension Administration
Alias Resolution
Primary Job for Pension can be directly specified
Effective Dated
PeopleSoft Pension Administration
Alias Resolution
Primary Job is determined in the following order of precedence:
Override Job (user defined)
Lowest Eligible Active Job
Lowest Eligible Job
Lowest Active Job
Lowest Job
PeopleSoft Pension Administration
Alias Resolution
Plan Eligibility
First, an eligibility timeline is established for each job
Using individual job eligibility timelines, a blended timeline of eligible and non-eligible status periods, is created across multiple jobs
Based on the blended timeline, appropriate definitions are applied
PeopleSoft Pension Administration
Plan Eligibility
Multiple Jobs Eligibility Timeline
‘84 ‘86 ‘88 ‘90 ‘92 ‘94 ‘96 ‘98 ‘00
Job
0
1
2
3
4
5
Blended ELIGIBILITY TIMELINE = Eligible
= Ineligible
First, an Eligibility Timeline is created for each job.Then a blended timeline is created.
Job 3 is Salary Plan & Ineligible
Example
Mary Complex:
5 Multiple Jobs
Plan: USPEN3
Let’s look at the rest of Mary’s Job History
PeopleSoft Pension Administration2/24/84 - 8/4/87
and
12/14/87 - 7/15/92
Job
0
1
2
3
4
$
Multiple Jobs Consolidated Earnings
Annualized‘ 91 ‘92 ‘93 ‘94 ‘95 ‘96 ‘97 Earnings
Job 3 is Salary Plan: No Eligible Earnings
$
15,600
7,800
24,960
45,000
39,000
48,3
60
41,1
14
2,78
2
0
9,3
77
24,1
48
$15,600
7,800
24,960
$48,360
0
PeopleSoft Pension Administration
‘ 91 ‘92 ‘93 ‘94 ‘95 ‘96 ‘97
Multiple Jobs: Service
Job
0
1
2
3
4
5
Multiple Jobs: Service / Eligible Jobs Only
Job 5 Begins After 1997
Service 1 .083 0 0 .25 .6221
Job 3 is a
Salary Plan:
No Eligible
Service
PeopleSoft Pension Administration
PeopleSoft Payroll for North America
PeopleSoft Payroll for North America
What’s new in Payroll for North America?
Improved “Single Check” processing
Additional balance keys
Improved General Deductions enrollment and processing
FICA status tracked at the Job level
PeopleSoft Payroll for North America PeopleSoft Payroll for North America
Enhancements
Combine as many jobs as possible onto a single check
Increases accuracy of Tax withholding - prevents under-withholding
Reduced processing costs associated with the production, distribution and reconciliation of “extra” checks
Less confusing to the employee
PeopleSoft Payroll for North America
Improved “Single Check” Processing
Which jobs can be combined?
Same Company Same Pay Period End Date Either On or Off Cycle Same FLSA Period All paysheets created and ‘OK to Pay’ Same or Different Benefit Records Same or Different Paygroups, aligning Pay End
Dates
PeopleSoft Payroll for North America
Improved “Single Check” Processing
PeopleSoft Payroll for North America
Improved “Single Check” Processing
Company: UniversityPosition: Professor
Paid: Semi-M (SM1)Empl_Rcd: #0
Benefit_Rcd: #0
Company: UniversityPosition: Dean
Paid: Monthly (MO1)Empl_Rcd: #2
Benefit_Rcd: #2
Company: HospitalPosition: Physician
Paid: Monthly (MO2)Empl_Rcd: #3
Benefit_Rcd: #3
Company: UniversityPosition: Researcher
Paid: Semi-M (SM1)Empl_Rcd: #1
Benefit_Rcd: #1
Employee
$ $ $ $
Release 7.X
Pay End: 3/31/2001
PeopleSoft Payroll for North America
Improved “Single Check” Processing
Company: UniversityPosition: Professor
Paid: Semi-M (SM1)Empl_Rcd: #0
Benefit_Rcd: #0
Company: UniversityPosition: Dean
Paid: Monthly (MO1)Empl_Rcd: #2
Benefit_Rcd: #2
Company: HospitalPosition: Physician
Paid: Monthly (MO2)Empl_Rcd: #3
Benefit_Rcd: #3
Company: UniversityPosition: Researcher
Paid: Semi-M (SM1)Empl_Rcd: #1
Benefit_Rcd: #1
Employee
$ $
Release 8.X
Pay End: 3/31/2001
PeopleSoft Payroll for North America
Improved “Single Check” Processing
3/15/2001Semi-Monthly
3/31/2001Monthly
Semi-Monthly
Empl_Rcd 0, BenefitRcd 0
Empl_Rcd 1, BenefitRcd 1
Empl_Rcd 0, BenefitRcd 0
Empl_Rcd 1, BenefitRcd 1
Empl_Rcd 2, BenefitRcd 2
Empl_Rcd 3, BenefitRcd 3
$
$
$
$
$
$
$
$
$
Pay End Jobs Paid 7.X Checks8.X Checks
Release 8.X / 7.X Comparison
PeopleSoft Payroll for North America
Improved “Single Check” Processing
Controls single check processing when ‘Single Check for Multiple Jobs’ flag is checked
Identifies Paygroup where paysheets will be consolidated
Determines General Deduction processing
PaygroupA
PaygroupB*
PaygroupC
PaySheet
PaySheet
PaySheet
ConsolidatedPay Sheet *Primary
Pri
mar
y P
ay G
rou
p
Improved “Single Check” Processing
How do you enable “Single Check” processing?
Company Table - “Single Check for Multiple Jobs”
Employees must be assigned to a Primary Paygroup Even if all jobs are in the same paygroup! Should be most frequently-paid pay group for the employee
PeopleSoft Payroll for North America
Additional Balance Keys
Additional keys were added to the Balance tables
Finer level of detail to support multiple jobs Earnings - Now tracked byJob (Empl_Rcd) Deductions - Now tracked by enrollment (Benefit Record)
No change to General Deductions General Deductions are no longer job-specific
PeopleSoft Payroll for North America
Improved General Deduction Enrollment
PeopleSoft Payroll for North America
Disconnect General Deductions from Benefit Programs
General Deductions no longer defined in a Benefit Program Defined at the Company level
Enrollments no longer posted at the Job level Employee is enrolled at the Company level All jobs in the same Company share the same enrollment
No need to maintain enrollments as jobs come and go
Improved General Deduction Enrollment
PeopleSoft Payroll for North America
University
Hospital
Empl_Rcd 0, BenefitRcd 0
Empl_Rcd 1, BenefitRcd 1
Empl_Rcd 2, BenefitRcd 2
Empl_Rcd 3, BenefitRcd 3
Parking
Parking
Company Jobs 7.X 8.X
Parking
Parking
Parking Parking
Enrollments
Release 8.X / 7.X Comparison
Improved General Deduction Processing
Union Dues and Multiple Jobs
General Deduction can be flagged as “Union Dues”
Union Dues are deducted only if a job enrolled in the Union is being paid on the check
PeopleSoft Payroll for North America
Improved General Deduction Processing
Deduction Frequency
Can now specify whether deduction should be taken from every check, or just one particular check
If not taken on each check… Taken on Primary Paygroup check If no Primary Paygroup, taken on check with highest paygroup priority of all paygroups the employee participates in
PeopleSoft Payroll for North America
FICA Status Tracking
FICA Status can be identified for each Job
Moved from Fed_Tax_Data to Job Employee can hold a mix of FICA Exempt/Non-
Exempt jobs
PeopleSoft Payroll for North America
Issues
Known Issues in PeopleSoft8
HRMS - none Pension - none Payroll for North America
“Single Check” setting cannot be overridden at the employee level
Difficulty adding/changing multiple tax locations in the same state
Difficulty with General/Benefit deduction overrides
PeopleSoft HRMS Product Line
End of Part I - Multiple Jobs in HRMS
Part II - Detailed look at Base Benefits, Benefits Administration and Deduction Calculation for Multiple Jobs
PeopleSoft HRMS Product Line
Session 1020Multiple Jobs Processing
in HRMS 8 - Part I
March 20, 2001
Dave Dresselhouse
PeopleSoft