Fundamentals of Payroll
Module 1: Negative Attendance Reconciliation Process (run time: approximately 25 minutes)
This module will provide an overview of the attendance reconciliation process for Roll Codes 1-2 employees. Topics will include an introduction of attendance reporting and negative attendance; explanation of the Form 672 – Time and Attendance document; how to mark this form when adding/separating/deleting employees; and how to reconcile and certify master payroll. This module will also provide resources to help you complete these tasks, and where to look for additional help and assistance.
Module 2: Using the STD 674 A/R: Accounts Receivable and Leave Offset Process (run time: approximately 40 minutes)
This module will discuss the use of the STD 674 A/R – Payment Adjustment Form, and how to use the form to process a Leave Offset to clear an A/R. It covers explanations about how overpayments occur; explanations of deduction arrears, deduction offsets, and taxes; how to notify the employee with collection options; how to understand agency collection vs. payroll deduction; how to process A/R paperwork for separating employees; departmental guidelines on the collection process; an explanation about the A/R Notice (half sheet); the statute of limitations; overpayments identified by PPSD via a PAR transaction and how to process.
Specific topics for discussion on the Leave Offset Process will include how to determine when this method can be used; learning which leave balances can be used; how to complete the Leave Offset Calculator to determine leave hours to be used and gross cash out; how to create the STD 674 A/R for this option; information about deducting hours from CLAS and subsequent processing by SCO; information on items to look for when viewing the STD 674 A/R for accuracy and completeness before forwarding documentation to SCO.
Module 3: Overtime, Pay Adjustments, and Shift Differentials (run time: approximately 35 minutes)
This module will provide introductions to overtime, pay adjustments, and shift differentials. It will cover an overview about overtime and how to calculate and process; understanding of the guidelines around the Fair Labor Standards Act (FLSA) for overtime; learning about which forms to use when processing overtime; learning about earning IDs and which ones to use; learning about how to identify exceptions to keying overtime in the Payment Input Process (PIP) system.
Specific topics for discussion on pay adjustments will include when and how to process pay adjustments using Form 683 – Pay Adjustment Request, and how to identify exceptions to keying the Form STD 683 in the PIP system.
Specific topics for discussion on shift differentials will include an overview on shift differentials and how to process; determining which form to use; and how to identify exceptions for shift differentials that have to be processed by SCO. This module will also provide resources to help you complete these tasks, and where to look for additional help and assistance.
Module 4: Positive Attendance for Roll Codes 3 - 8 (run time: approximately 16 minutes)
This learning module will provide an overview on positive attendance for roll codes 3 – 8. Topics of discussion will include a definition of a positive attendance employee; identifying the roll codes, salary rates, and pay frequency for positive employees; learning how to reconcile attendance; learning how to process pay using the Form 672 – Time & Attendance document; and learning how to identify exceptions to be processed by SCO. This module will also provide resources to help you complete these tasks, and where to look for additional help and assistance.
Transaction’s Specialist Education Forum Videos (run time: approximately 5-20 minutes each)
General Salary Increase (GEN) & Other Salary Change (SAL) Transactions Topics
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