PPMS User Group Meeting
May 29, 2008
Presented by Rita Lauzon

Control Tables
 Provide a framework for PPMS
 Consists of common codes and values used throughout
PPMS
 System (CIS) defined codes
 User (college) defined codes
 Some tables need to exist before others

Defines
 Processing criteria
 Calculation factors
 Names
 Addresses
 Default values

Used to
 Validate data as it is entered
 Validate transactions
 Ensure processing integrity
 Store descriptive information for reporting
 Ensure consistency

Loaded into Memory at Login
 PS9007 – Earnings Table
 PS9008 – Health Plan Table
 PS9009 – Leave Accrual Table
 PS9010 – Long Term Disability Plan Table
 PS9020 – Leave Type Table
 PS9023 – Pay Cycle Table

Loaded into Memory at Login -
Continued
 PS9025 – Leave Transaction Table
 PS9026 – Employee Type Table
 PS9035 – Employee Job Type Table
 PS9038 – Personnel Action Table
 PS9039 – Race/Ethnic Table
 PS9041 – Retirement Plan Table

To Reload into Memory
 Press F8 to return to Payroll/Personnel Menu
(PS0000), then press F2 (Reload Edit Tble)
 -or-
 Logout and log back in

PS9001–Institution Parameter Table
 Required
 CIS maintains 1 – 999
 Colleges maintain 1000 and above
 Used in every module
 Stores constant values (college name)
 Defines custom fields

PS9002 – Deduction Table
 Required
 CIS and college maintained
 CIS maintains 1 – 399, but college can change some fields
 Colleges maintain 400 and above

PS9002 Used to
 Create and maintain deduction codes
 Process payroll deductions
 Determine method of withholding
 Make vendor payments
 Record proper accounting entries

PS9003 – Tax Table
 Required
 CIS maintained
 Identifies
 Federal tax
 Earned Income Credit tax
 Taxes taken by Pay Cycle Frequency and Marital Status

PS9004 – Job Class Table
 Required
 College maintained
 PPMS validates codes
 Values used for internal, State, and Federal Reporting

PS9005 – Bank Table
 Required
 College maintained
 Used for direct deposits
 Routing number needs to exist on PS9012 (Bank
Clearing House Table), which is CIS maintained
 Bank needs to exist here before you can enter bank on
PS0014 (Payroll Information Screen)

PS9006 – Department Table
 Required
 College maintained
 Associates employees, supervisors and distribution codes to departments
 Identifies Payroll Distribution Location Codes entered on PS0014 (Payroll Information Screen)

PS9007 – Earnings Table
 Required
 CIS maintained
 Colleges can change some fields

PS9007 Identifies
 Gross balances affected
 Calculation procedure
 Hour balances maintained
 Dollar balances maintained
 Health priority
 Financial Aid Program Code (FAPC)

PS9008 – Health Plan Table
 Required to process benefits
 CIS maintained
 Identifies
 Deduction codes
 Indicators used on PS0005
 Co-payment amounts and effective dates
 Calculates co-payments for employees using indicators on PS0005 (Benefits Screen)

PS9009 – Leave Accrual Table
 Required for Leave Accounting Module
 College maintained
 Identifies
 Leave plan
 Type and method of leave
 Rate of accrual
 Maximum leave accrual

PS9010 – Long Term Disability
Plan Table
 Required to process benefits
 CIS maintained
 Identifies the rates for each waiting period
 Calculates premiums using indicators on PS0005
(Benefits Screen)

PS9011 – Administrative Function
Table
 Required
 CIS maintained
 Identifies administrative functions that employee performs
 Entered on PS9004 (Job Class Table) for exempt positions
 Used for Quarterly Staff Extract
 Used for IPEDS

PS9012–Bank Clearing House Table
 Required for direct deposits and EFT’s
 CIS maintained
 Identifies transit number associated with bank
 Used for:
 Direct deposits
 EFT’s for vendor payments
 Verified with Federal Reserve
 Bank also needed on PS9005 (Bank Table)

PS9013 – Pay Frequency Table
 Required
 CIS maintained
 Colleges can change
 Identifies:
 Maximum gross and net pay
 Medical aid fixed hours
 Standard pay period hours
 Used to determine federal income tax

PS9014 – Pay Scales Table
 Required
 College maintained
 Used with PS9015 which contains the detail
 Used to:
 Define pay scales
 Can copy pay scales to create a new pay scale, then run
PS9102J to apply salary changes
 Delete pay scales

PS9015 – Pay Scale Range Table
 Required
 College maintained
 Identifies pay scale range and step salary/rate amounts
 Used by automatic salary increases
 PS0003 uses for automatic salary calculation
 Used in employee database consistency edits
 PS9014 must be built first

PS9016 –Savings Bond Price Table
 Required for processing savings bonds
 CIS maintained
 Identifies:
 Bond type
 Purchase price
 Denomination

PS9017 – Deduction Calendar
 Optional
 College maintained
 Established when necessary to take multiple or zero deductions
 Identifies number of:
 Deductions at old (current) rate
 Deductions at new (future) rate
 Deductions posted to prepayment account

PS9018 – Position Table
 Optional
 College maintained
 Identifies authorized positions
 Used in:
 Salary Forecasting
 Applicant Tracking

PS9019 – Employee Calendar
 Optional
 College maintained
 Identifies:
 Hours per day for employees working nonstandard hours per day
 Hours per day or days of the week for employees working a nonstandard work week
 Hours or days that contracted employees work each month of a fiscal year for DRS and Salary Forecasting

PS9020 – Leave Type Table
 Required for Leave Accounting Module
 CIS adds
 College can change
 Identifies:
 Types of leave
 Leave balance type
 Leave to dock when leave balance insufficient
 Whether leave is maintained by day

PS9021 – Skill Table
 Optional
 College maintained
 Identifies skills or proficiencies
 Entered on PS5013 (Applicant Detail Screen)
 Can be entered in miscellaneous fields or comments fields

PS9022 – Mail Stop Table
 Optional
 College maintained
 Identifies mail stops at work locations
 Used in Employee Maintenance
 Used in Applicant Tracking

PS9023 – Pay Cycle Table
 Required
 College maintained
 Identifies dates associated with each payroll
 PPMS uses dates to edit and process payrolls
 Must be built before:
 Payroll is initialized
 Payroll transactions entered

PS9024 – Supervisor Table
 Optional
 College maintained
 Identifies supervisor codes
 Allows for ad-hoc reporting to supervisor level
 Can be attached to a department

PS9025 – Leave Transaction Table
 Required for Leave Accounting
 CIS maintained
 Colleges can change
 Identifies:
 Category
 Leave type
 Whether leave should be posted to payroll

PS9026 – Employee Type Table
 Required
 CIS adds; Colleges can change
 Identifies:
 Valid employee types
 Default medical/dental plans, leave, retirement plans
 Method for maintaining leave balances, medical aid reporting, and employee history
 Number of months for automatic separation

PS9027 – Life Insurance Table
 Required to process benefits
 CIS maintained
 Identifies the rates by plan
 For optional coverage, calculates premiums using indicators on PS0005 (Benefits Screen)

PS9028 – CUPA Administrative
Function Table
 Required for CUPA reporting
 CIS maintained
 Entered on the Job Class Table (PS9004)
 Used for the College and University Personnel
Association (CUPA) Survey

PS9029 – Dollar Balance Table
 Required
 CIS maintained
 Identifies:
 Valid dollar balances
 Period for which each is maintained
 Used for reporting at employee, institution, state, and federal levels

PS9030 – Educational Level Table
 Required
 CIS maintained
 Identifies education levels
 Used:
 Employee Maintenance
 Government Reporting
 Applicant Tracking

PS9031 – EEO Category Table
 Required
 CIS maintained
 Identifies EEO Categories
 Used in government reporting from input on PS9004
(Job Class Table)

PS9032 – EFT Vendor Table
 Required
 CIS maintained
 Identifies EFT vendors
 Entered on Deduction Table (PS9002) by CIS
 Used for electronic funds transfers for vendor payments

PS9033 – Handicap Status Table
 Required
 CIS maintained
 Identifies handicap statuses
 Used:
 Employee Maintenance
 Applicant Tracking
 Government Reporting

PS9034 – Hour Balance Table
 Required
 CIS maintained
 Identifies:
 Valid hour balances
 Period for which each is maintained
 When and how to update balances
 Used for reporting at employee, institution, state, and federal levels

PS9035 – Employee Job Type Table
 Required
 CIS maintained
 Identifies employee job types
 Used in the selection for government reporting

PS9036 – Leave of Absence Reason
Table
 Required
 CIS maintained
 Identifies leave of absence reasons
 Used in the selection for government reporting

PS9037 – Military Status Table
 Required
 CIS maintained
 Used:
 Employee Maintenance
 Applicant Tacking
 Government reporting

PS9038 – Personnel Action Table
 Required
 CIS maintained
 Identifies:
 Personnel actions
 Whether the personnel action requires a date
 Whether the personnel action is updated to the PS0020
(Employee History Screen)

PS9039 – Race/Ethnic Table
 Required
 CIS maintained
 Identifies race/ethnic codes
 Displays on screens in:
 Employee Maintenance
 Applicant Tracking
 Used in government reporting

PS9041 – Retirement Table
 Required to process retirement
 CIS maintained
 Establish and maintain retirement plans
 Identifies:
 Deduction code
 Rates for reductions and contributions
 Current and 3 history rates with effective dates

PS9042 – Schedule Code Table
 Required
 CIS maintained
 Identifies:
 Schedule code
 Their accrued payroll indicator
 Third position of payroll schedule

PS9043 – Separation Reason Table
 Required
 CIS maintained
 Identify and maintain separation reasons
 Entered on PS0001 (Employee Status Screen)
 When automatic separation is processed, uses
Separation Reason 40 (resignation – general)

PS9044 – Vendor Payment Table
 Required
 CIS maintained
 Create and maintain vendor payment schedules
 Identifies payment dates by frequency and days of float
 Needs to be built before PS9002 (deduction Table)

PS9045 – Employer Cost Table
 Required
 CIS maintained
 Establishes employer costs
 Used to override automatic distribution of employer costs
 Used on PS0019 (Employer Cost Distribution Override
Screen)

PS9046 – Work Study Split Table
 Optional
 College maintained
 Used to maintain work study account & percent
 Only splits subobjects entered in Institutional
Parameter 1300
 Overrides account code on PS0003 (Job Account
Screen)

PS9046 – Continued
 Prorates:
 Total gross pay
 Staff months
 Time
 Benefits charged to account on PS0003 or PS0013