Transcription
Feature PresentationUtilizing UltiProto Make PayrollPOP
Jill CarrollDirector, UltiPro ServicesDream Connections ProductionSession #58
AGENDA About Sability Advanced Payroll Functions Enhanced System FeaturesSHOW DATE: Wednesday, April 3rdSHOW TIME: 10:00 am – 11:00amVENUE:Chambertin 1 Improved Time Administration And Much More!
Sability is a Certified Partner with Dedicated Consultantsfor the Full-Suite of Ultimate ProductsOurServicesServicesDedicatedPractices System Assessments Change Management Implementations Custom Report Development Enhancements UltiPro Roadmap Assistance Customizations Staff Augmentation Dashboard Reporting Managed Payroll Project Management UltiPro Core Succession Planning Human Resources Performance Planning Payroll Compensation Management Benefits UTM Custom BI Reporting UTA Recruiting The New WFM Onboarding
PAYROLLACT 1#UltiConnect#Sability
Payroll Admin - Payroll SetupPayroll ModelSecurity
#UltiConnect
Payroll Gateway
#UltiConnect
#UltiConnect
Prior to Starting a Regular Payroll, You can Enter earnings amount or hours Enter flat amount deductions Set pending items to a future pay datePending Pay
#UltiConnect
Variable PayTrack portions of Employee’s compensationoutside of their standard salary/ hourly pay plan. Bonuses, Commissions, Car/ Housing Allowances
VIEW: Variable Pay Plans Target Amounts Earnings Codes#UltiConnect
Job Changes to Job History
These fields cascade to the current record. JobSalary GradeJob DescriptionJob Group Hourly/SalariedPay ScaleStepPiece Rate Shift GroupShiftFLSA Category
Retro Job Change: Things to Know User Roles: Access must be granted to cascade changes Effective date of change must fall within 2 years of current date Changes cannot be entered prior to the most recent hire date REFRESH data only returns changes from previous job historyrecord cascades up through history to employee’s current record IMPORTANT: Review additional Cascade Details This feature does NOT work for global employees
Time Entry Templates Sort and view your time dataUse to help balance importsRapid pay entry sheetConfigurable columnsTemplates assigned by Pay GroupChoose fields to be seen but not edited, such as rateUpdate multiple employees at once using the mass update feature
Time Entry Template
Mass Updates
SYSTEM FEATURESACT 2#UltiConnectSability
Click to add textPoppin’ PTO Solution
Platform Configuration Change labels to fit your company’s lingo EmployeeAssociate Create New Business Rules (Tables) Create new fields; add to wizards /configurable pages Control who sees the configured fields Control whether fields are required or optional Required fields help capture more accurate data Create calculations in your configured fields Use Value Rule Engine Gain efficiencies with data automatically defaulting Assists in keeping your data cleanWhen Employee’s COID ABC, Then Dept Staff and Job Code 1234
Add Notes to Screens
WEB IMPORT TOOLBusiness Processes that support PC within the Tool: New Hire/ Re-Hire/ Global New Hire Change Name, Address or Telephone Status / Key Dates Change Job/ Position and Salary Termination Company PropertyMass Update / Import into Platform Configuration Fields Column A: Company Code Column D: Job Change Reason Column B: Employee umber Column E: Platform Config Value Column C: Effective Date
The File Mapping Template must have three specific PC Rows1. Platform Configuration Token2. Platform Configuration View Path3. Platform Configuration Value
Report on PC Fields in BISability
BI Can Do WHAT?Did You Know Standard Reports can’t be edited, BUT most can be recreated in BI for customized needs Ulti-delivered BI reports can also be edited/customized as needed Save time modifying GL Export Reports in Excel Create output data in the desired format and containing the necessary reporting fields Certain Payroll exception reports can be created to save time auditing pre-check details
MANAGING TIMEACT 3#UltiConnectSability
Poppin’ Through TimeUPT / UPSUTM TimesheetColorsReportAutomationUTA TimesheetColorsReportAutomation Admin Groups for Time Admin Groups forScheduling
#UltiConnect
UTM:TimesheetColorsUTM:TimesheetColors#UltiConnect
UTA: Timesheet ColorsColor DifferencesEasily Show TheVarious Time Types#UltiConnectColor-CodedExceptions PopOff The Screen!
UTM: Report AutomationReport Automation allows reports to pop into your email inbox. Choosing your most-used payroll#UltiConnectpreparation reports will save you time by not having to build them out each time!
UTM: Report Automation
UTA: Report AutomationReports Schedule Report Choose ReportCreate NewReport CriteriaName TheReportSAVE!Add the ReportScheduleFill InSchedulingRequirements
UltiPro Time: Admin GroupsViewing timesheets as a group gives an advantage to supervisors as they review time in UPT.These groups are assigned based on need and not relationship hierarchies.
UltiPro Scheduling: Admin GroupsGroups Admin Teams together, showing the schedule coverage, cost and individual shift assignments.
The EndCREDITS:Sability UltiPro TeamSability UTM/WFM TeamSability UTA TeamSability BI TeamUltimate SoftwareOur ‘POP ROCK’ ClientsVisit us at Booth #46 to learn more about this Feature Presentation,Sability Services, Our Poppin’ Partnership with USG and Our Direct Clients!
ENCORE9 ADDITIONAL Slides that were omitted from the Final Presentation including:Year End ProcessingGross Up ImportsExcel Data CompareLE ChecklistOnboarding / Recruitingwww.sability.com
Year End Processing
#UltiConnect
Gross Up Imports -Template
Gross Up Imports - Template GrossUpTaxCalcMethod is an integer that uniquely describeswhich taxes will be grossed up in the gross up calc0SOC and MED Tax1Federal Income Tax2State Income Tax4Local Income Tax8Federal Income Tax Additional Amount16State Income Tax Additional Amount32Local Income Tax Additional amountFor example, if all taxes and additional amounts shouldbe included in the gross up you would select 63(0 1 2 4 8 16 32)#UltiConnect49
Create PayType CodesCodeCreateReg EarnIncludedDeductionsCheck OnlyAAddn'l Ded &Allow Dir DepositNYNBAddn'l Ded &Check onlyNo Addn'l Ded &Allow Dir DepNYYNNNNo Addn'l Ded &Check onlyNNYDJ#UltiConnectDescription
Data Compare
Testing ChecklistResources:LE Toolkitwith numerous resources including communication strategies/tools to use foremployee tMaterials-MAIN-ENT.htmLE Recommended TrainingLife Event Quick ro net/launch/benefits.html
Poppin’ In On Recruiting & OnboardingQuick Navigation Links now available inOpportunities, Applications, and Offers
Poppin’ In On Recruiting & OnboardingDisplay Locations:Display all data in Locations tomaximize Indeed displays and allowcandidates to search by location on aJob Board map.
UltiPro Roadmap Assistance Staff Augmentation Managed Payroll UltiPro Core Human Resources Payroll Benefits Custom BI Reporting . Automation Timesheet Colors Report Automation Admin Groups for Time Admin Groups for Scheduling. #UltiConnect. #UltiConnect UTM: Timesheet ColorsUTM: Timesheet Colors.
