Employee Relations & EEO Objectives Understand the changes the new SAP ECC 6.0 system will bring. Understand changes in the new processes. Understand the new BI reporting system. HR Display 2 Agenda Lesson Time One: SAP Terminology Two: Process Overviews Three: Navigating Master Data Four: All Days Paid Five: BI Navigating and Reporting Six: Summary HR Display 3 Key Terminology Manager Self Service (MSS) Workplace for administrators to approve absence requests for vacation and sick personal time, time entries, and personnel actions. Employee Self Service (ESS) Workplace for employees to view personal information, request changes, and submit absence requests for vacation and sick personal reasons to manager for approval. Business Intelligence (BI) Repository of SAP information for the purpose of reporting. Salaried Employee Contracted salaried employee with a work schedule rule assigned. Example – Teacher, Principal, Office Manager Hourly Employee w/Work Schedule Contracted hourly employee with a work schedule rule assigned. Example – Custodian, Cafeteria Worker ‘True’ Hourly Employee Non-contract employee with no assigned work schedule. Example – Substitute Teacher, Temporary Worker HR Display 4 Key Terminology Perpetual Calendar A continuing calendar that crosses over fiscal years without interruption and is not tied to the school calendar. Each Perpetual Calendar pay period consists of 14 calendar days/10 weekdays (starting on Mondays and ending on Sundays) and is paid on the Friday after the pay period ends. Portal A site that functions as a point of access to information on the web. Examples of a portal include Yahoo, Google, etc. SAP will be accessed through the BRITE portal. Adobe Interactive Form An electronic form within SAP used to create/change Personnel Master Data. Becomes part of employee’s record. (Adobe Acrobat Reader software required.) Employee iView Snapshot of specific pieces of employee information on the BRITE Portal. HR Display 5 Key Terminology CATS Cross Application Time Sheets – enter attendance and absence transactions into SAP for either a single or multiple employees on a single screen for the entire payroll period. KRONOS/ COMPASS External time keeping systems from which time will be imported into SAP. COMPASS is used by maintenance and transportation employees. KRONOS is used to capture time for sub teachers, voc tech staff, and some maintenance and transportation employees. Retro or Adj. (Adjustments) An adjustment made to an employee’s pay for a prior pay period. This term will eliminate ‘Differences from pre’ from the pay statement. HR Display 6 Key Changes for Employee Relations & EEO Implementation of revised coding of SAP HR Enterprise and Personnel Structure results in more efficient reporting of employee groupings. Employee requests will be initiated or completed online, such as resignation or retirement and changes in address, tax deductions, beneficiary, etc. Create, approve and access performance evaluations through the on-line system. Link from SAP to IXOS continues to be available in new system. Improved reporting available in ESS regarding yearly employment and salary. Online requests for employee information from internal & external sources will be time/date stamped & processed in a central location. Employee can view employment & salary history online, and request via online form. HR Display 7 Primary Objects of the Organizational Structure To recap, understanding the role that each object plays and the relationships between the objects is critical to being able to work within the SAP environment. Jobs are general classifications of tasks routinely performed together Organizational Units describe the various schools/departments that exist within SBBC Org. Unit Chiefs manage the organizational unit Job Positions are specific classifications of work duties HR Display Chief Persons are assigned to positions Person Position 8 PA20: Display HR Master Data PA20 is the simplest way to display information on an employee. Information is stored within various Infotypes. IMPORTANT: If you have access to PA20 and PA30 it is critical to remember to display information only in PA20. If you use PA30 you will lock the employee record so that others cannot make changes. HR Display 9 PA20: Display HR Master Data Type the employee’s personnel number and click Enter on your keyboard. 1 Click the appropriate tab to display infotypes for that functional area. HR Display 10 2 PA20: Display HR Master Data Click the selection button to the left of the infotype. 5 An alternative to selecting the appropriate tab and infotype in steps 2 and 3 is to simply type the infotype number (if known) in the Infotype field. HR Display 11 3 4 Select the period if appropriate or click All (not all infotypes will require period selection). Object Manager 2 1 3 4 5 6 HR Display 12 Object Manager HR Display 13 Key Infotypes for EEO & Employee Relations HR Display Infotype 0041 Infotype 0019 Date Specifications Monitoring of Tasks Infotype 0022 Infotype 0009 Infotype 0014 Infotype 0015 Education and Training Hourly Rate per Assignment Recurring Payments/Deductions Additional Payments Infotype 0007 Infotype 0008 Infotype 0077 Planned Working Time Basic Pay Additional Personal Data Infotype 2001 Infotype 2002 Absences Attendances 14 Infotype 0041: Date Specifications 1 HR Display 2 15 Infotype 0019: Monitoring of Tasks 1 HR Display 16 Infotype 0022: Education and Training 1 1 HR Display 17 Infotype 0554: Hourly Rate per Assignment 1 2 HR Display 18 Infotype 0014: Recurring Payments/Deductions 1 2 HR Display 19 Infotype 0015: Additional Payments 1 2 HR Display 20 Infotype 0795: Certification and Licensing HR Display 21 Infotype 0796: Duty Assignment HR Display 22 Infotype 9023: Previous Employers HR Display 23 Infotype 0007: Planned Working Time 1 2 3 HR Display 24 Infotype 0077: Additional Personal Data HR Display 25 Infotype 2001: Absences 1 2 HR Display 26 Infotype 2002: Attendances 1 2 HR Display 27 Infotype 0008: Basic Pay 6 1 2 3 4 5 HR Display 28 Infotype 0008: Basic Pay Details HR Display 29 All Days Paid Overview All Days Paid Concept Annual contract salary is not changing, but is being redistributed to prevent paying employees in advance Affects only contract salaried employees All days between first and last day of contract, excluding weekends, are considered to be “Paid Days,” including worked days, holidays, paid and unpaid days Salary will be distributed among all “Paid Days” to provide equal paychecks for employees, except for first and last paychecks Annual Contract Salary, hourly rate for additional positions, and sick leave payout will not be affected HR Display 31 Work Days versus Paid Days FACTS SEPTEMBER 2007 S M T W Th F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Unpaid Holiday 4 days worked in each of weeks 1 & 2 5 days worked in each of weeks 3 & 4 HR Display 20 paid days in the month 18 work days in the month Employee paid $3,000 per month $3,000/18 days = $166.67 per work day $3,000/20 days = $150 per paid day Week Salary based Salary based Ended on work days on paid days 9/7 $666.68 $750 -$83.32 9/14 $666.68 $750 -$166.64 9/21 $833.32 $750 -$83.32 9/28 $833.32 $750 $0.00 $3,000.00 $3,000 $0.00 32 Difference Work Days versus Paid Days – Standard 196-day Calendar for 2007-08 Work Days Additional days between first and last days worked* Paid Days 196 FACTS 18 $32,700 Annual Salary 196 Work Days 214 Paid Days 214 *Equals days unpaid: 9/13/07, 11/23/07, 12/24/07 thru 12/28/07, 12/31/07, 1/02/08 thru 1/04/08, 1/20/08, 3/21/08, 3/31/08 thru 4/04/08 Salary Days Daily Rate $32,700 196 $166.84 7.5 $22.24 Work Days $32,700 214 $152.80 7.5 $20.37 Paid Days HR Display Hrs Hourly Rate 33 What Does This Mean? Starting 2008-09 school year, the first and last paychecks for contract salaried employees (except for those on the 240+ day calendars) will be for only the actual days worked in the payroll period. HR Display 34 Sample First Pay Date Information in School Year 2008-09 August 2008 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 13 14 15 16 17 18 ⌂ 12 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 ⌂ Est. School Start Date 8-18-08 Start/End of pay period Employee reports to work Employee receives check Pay period begins on August 4 and ends on August 17 The 196-day employee starts work on August 11 (estimated) The employee is paid on August 22 for five days and September 5 for ten days HR Display 35 Pay Statement – New Look! Detail on the pay statement will include: Absence type and hours taken in the pay period shown as part of the Earnings Summary Incentives paid shown as separate line items Position numbers and corresponding hourly rates Under the Leave Summary show: Earned, Fiscal YTD Used and Balance Leave balances to be updated by pay period, in fractions (i.e., for Sick Leave, half day accruals based on your work schedule) Eliminated from the pay statement: “Difference from Pre” – instead provide a “Retro” or “Adj.” column for each type of pay (primary, secondary, supplements…) “EQ Adjustments” HR Display 36 Pay Statement – New Look! Breaks out Pre & Post Tax Deductions Itemizes Primary and Secondary Positions Leave balances will be updated every pay period Replaces “difference from pre” Displays amount(s) of your direct deposit(s) and direct deposit institution(s) HR Display 37 Taxes an employee pays on life insurance premium Year Round Pay Option Year Round Pay (YRP) Option pre-tax calculation Per IRS regulations (IRS Code Section 409A): YRP selection is optional and must be made Annually prior to the first day of the contract calendar No changes can be made during the year; YRP option cannot be cancelled mid-year Early payouts will occur only for retirement, early termination, and Board approved leave; no hardship payouts are allowed Amount is system-calculated Biweekly pays are calculated on gross Base Salary only Payments for Supplements, additional hours or positions and Longevity payout are not included in the calculation for the Year Round Pay Option summer checks Amounts are fixed for the duration of the year Health insurances, voluntary insurances (cancer, life, pre-paid legal, etc.), union dues, United Way, and other similar deductions will not be deducted from Year Round Pay Option summer checks Taxes, garnishments, and TSAs will be deducted from Year Round Pay Option summer checks HR Display 38 Year Round Pay Option Calculation Year Round Pay Completed Worksheet Check Date 8.22.08 33681 Williams, Will Per# 196 / Contr Days 196 Contr Days $31.93877 Employee Name 214 Contr Hrly Rate = ADP Days / 261 YRP Days 0.91589 ADP factor = 0.75096 YRP Factor 7.50 196 Wk Sch Rule Contr Days x $31.93877 = $29.25233 x Contr Hrly Rate ADP Hrly Rate $23.98467 x x $31.93877 x Contr Hrly Rate YRP Hrly Rate 214 261 ADP Days YRP Days 5.00 x PP # of Days 5.00 PP # of Days 7.50 Wk Sch Rule x 7.50 Wk Sch Rule YRP Deduction ADP--All Days Paid YRP--Year Round Pay PP--Pay Period WSR--Wk Sch Rule HR Display 39 5.00 PP # of Days = $ 1,096.96 PP Gross Amt $ 899.43 PP Gross Amt $ 197.54 Off-Cycle Workbench PUOC_10: Off-cycle Workbench 1 2 4 3 HR Display 41 PUOC_10: Off-cycle Workbench Pay Statement (DRAFT) 5 6 7 8 HR Display 42 PUOC_10: Off-cycle Workbench Pay Statement (DRAFT) 9 10 HR Display 43 Simulation PUOC_10: Off-cycle Workbench Let’s display the pay statement for Peter Smith. Using transaction PUOC_10, we’ll select his personnel number and view the statement. HR Display 44 Questions? HR Display 45