ALASBO Power Lunch
Contents
1. SS however Phase VI is looking at changing sign on requirements have to manually enter alternative option employees all the time Am missing something 29 30 31 32 33 34 35 36 R amp B need additional information Whoever submitted this issue please contact R amp B directly How about having a change button so you don t have to differentiate between personnel and event change Users wanted a comprehensive screen that would accommodate both events and personnel changes Maybe have an employee profile screen that users could update and have the system identify changes only Tammy discussed that Events and Personnel changes are different however it would be easier if users could have once screen to maintain both event and personnel information How about splitting up the DB and DC employees Scheduled for Phase V will be addressed with sort capabilities Once you key the SS number automatically populate the next three fields Scoped for Phase VI need additional information from users TSE s How are they handled Event change Yes they are event changes How can they be done more efficiently Need additional information from users You may want to use the group update feature Can we have a year end true up and not each payroll No because R amp B is required to collect short term Discussion with R amp B after the phone call this should state over short monthl2. makes it easier to read the numbers Scheduled for Phase V be aware of a size limitation for large payrolls Not all payrolls will be able to comma delineation On the Events and Personnel Tabs when you want to edit or delete you must select cancel for the list to appear and then you can select edit or delete This is not presented clearly in the instructions Will be updated in User Guide When adding a line in the payroll tab it would be nice to be able to see prior records for examples this is nice for novice users Scheduled for Phase VI R amp B staff will add examples in the user guides Possibility of creating an example that can not be changed or putting better examples in the user s manual It would be nice to be able to see the changes that occurred in prior payrolls if they have not been posted So we don t duplicate them May be able to give examples in User Guide Refer to prior printed payroll reports Once a payroll is imported users check the report tabs for critical errors and there are none However when user validates the payroll critical errors exist This situation was mentioned at the 2007 R amp B conference There are two error categories Import and validation Updates are schedule in Phase V Why do we have to sign on with our personal social security number Initially users did not want two sign on ID s one for e reporting and one for Member Access Member Access has to use
3. ALASBO Power Lunch Tuesday February 26 2008 11 00 a m to noon Facilitator Nancy Barto Finance Officer Juneau School District 907 523 1780 nancy_barto jsd k12 ak us Phase V scheduled to be completed some time in the next 6 months Phase VI scheduled to be completed some time in the next 12 months Discussion Points 1 Dates Have all dates format themselves It is time consuming to enter MM DD YYYY on all transactions At least make it so users do not have to enter the slashes repeat from last year Several users mentioned this issue Scheduled for Phase V Freeze panes On the payroll screens have titles that freeze It is difficult to scroll down and keep track of the column headings repeat from last year Scheduled for Phase V Next and Previous On the Payroll screens and others if appropriate have next and previous tabs at the top and bottom They are currently only on the bottom of the page It will make navigation easier Navigation is very slow between pages Maybe have page numbers on the top and bottom of the screen repeat from last year Or do not have page breaks at all Have the payroll report as one long page Scheduled for Phase V Looking at making this a choice at log in since employer have differing preferences PPE dates Allow for employers to submit more than one payroll for a pay period ending date For example there are times when time sheets and or errors in
4. ics to R amp B staff Review Over Short situations Work with your PR contact to resolve these issues Who should be contacted at R amp B for problems concerns with eReporting The order of trouble shooting we have been told is e 1 Refer to User Manual o Problem the Manual is EXTREMELY deficient in information e 2 Ask Technician o Problem Technician s need more training o Problem Technician s give out wrong information e 3 Question ends up being answered by Tammy Processing time for a payroll after R amp B receives submission of payment is between 3 days and a week
5. l through eReporting so the people in R amp B s actually work with eReporting like all of us users do R amp B staff does not process any payrolls Better training for the technicians in the field and at R amp B Contact Erica 907 465 5716 and report any problems with your payroll contact True up Report in excel so it can be sorted Include the service years information with True up Report otherwise the figures cannot be verified Ask you Payroll contact for true up and over and short reports Change HRA to a rather than flat rate Our financial system does not work well with a combination of and Flat Rate Cannot change due to Federal and IRS rulings based on our plan Add running total of DBUL on the Turn Around report Scoped for the future Lessons learned the hard way 1 Cannot have any spaces in any field on the payroll screen It will cause validation errors and the system will freeze Scheduled for Phase V System will allow the PPE date to come after the PR issue date There will be no error Scheduled for Phase V New Hires Events and Personnel information must be entered prior to importing the payroll If not eReporting does not update certain info such as a name change Scheduled for Phase V There is some problem on R amp B s end where Status Change Dates are not getting to the Member Services screens have been asked repeatedly for LWOP amp return dates for the same people when they were
6. me repeat from last year Scheduled for Phase V Events Personnel records Allow user to see more than first page of Events or Personnel Changes Currently users must print a report to check if you have everything entered Scheduled for Phase V This ties to 3 Save When you have changed or updated a screen in payroll and you hit save and the system says there is an error you lose all your changes This should not happen Completed If this is not working for users fax print screens to Tammy 465 3291 for assistance When entering information for new employees personnel changes and events when you hit enter have it automatically save the information Enter will not work cannot accommodate this request Excel Export information into an Excel spreadsheet and then import back into E reporting would solve many issues This process has to be easy for the user Scheduled for Phase V Export into Excel but not import Hopefully sorting by column heading help with this Validation process Significant issues with system freezing during validation process System can sometimes be locked for hours R amp B must be called to release the payroll from the validation process 22 23 24 25 26 27 28 Completed call R amp B if you still have problems after validation goes for 20 minutes or more Control screen On the Control tab use commas for number delineation It
7. onal feedback from users Name search option How about adding a name search option This would make it easier to navigate among pages within the payroll and other reports repeat from last year Scheduled for Phase VI R amp B staff need additional feed back from users Drop down boxes it would be beneficial if they cleared out after each PR especially the addresses dates etc Keeping those dates make it difficult to navigate quickly repeat from last year This may be done R amp B need screen prints to be able to understand and address concern This could possibly be fixed with browser setting Reports tab On the reports page for payroll reports the drop down should have a default to name repeat from last year Currently the drop down on the PR report is none 20 21 R amp B should pick either the SS or the name as a default not none Confirmation emails Email us back that the reports have been received have submitted faxed the Summary Report and have received calls from R amp B that they have not received my fax then forward the Summary Report again along with my fax confirmation This has happened several times over the last year R amp B staff cannot call employers too many employers and not enough resources to accommodate this request Sort by column headings on PR tab Have the ability to sort the Payroll screen by Gross PT FT DB DC etc not just by SSN and Na
8. put errors are made causing incorrect net payments This may happen after the payroll has been submitted to the State Currently 10 employers must change the PPE date or put through as an adjustment the next PR cycle repeat from last year Cannot accommodate this will not be scoped in the future The Group Update feature It would be nice if somehow once an employee is selected and a stat change is made eliminate those employees from the list to make selection easier for the next group date Otherwise there could be some kind of a designation that it had been used This is critical when we do TSE dates and LWP dates at the end of the school year repeat from last year Response from R amp B item is scoped and in the works This is in the test mode hopefully will be available next month New Employee Record It would be beneficial to have these records saved and be able to go back in and make changes to these records instead of going to Events or Personnel Change repeat from last year No cannot accommodate Critical error messages The critical error messages are difficult to understand and how to fix For example Hire Event missing for new Personnel record It would be helpful if the user could go into new employee record to fix this error Make the error message more meaningful repeat from last year Some progress has been made Phase V will improve validation process R amp B staff needs additi
9. reported through eReporting R amp B staff need additional information and examples of issues and will work individually with employers to resolve issues Do the Validation process often as you are working in eReporting Topics for discussion 1 Review DBUL calculation and discuss True Up procedures R amp B staff are working on FY08 True Up s Cannot do just a DBUL True Up it would have to include all categories Is there going to be another R amp B conference in 2008 If so when and where Not this year they are scheduled every other year What is the schedule for updates Phase V next six months Phase VI next 12 months Depending on legislative session and how much time is required for R amp B staff Who is on the user advisory team How often do they meet Please email Tammy if you are interested in participating Who should be contact at R amp B for problems concerns with e reporting What have been some of their suggestions R amp B Payroll contact Tammy Rohaus 465 5715 Erica Burkhouse 465 5716 Workers Comp reporting this is so complicated that don t even know what to ask Having to report hours worked causes nightmares with the HRA Bernadatte Blankenship at R amp B Can a date be set for eReporting refresher session using an overhead projector and having various scenarios for each tab with examples of complex reporting issues along with over sort situations Users need to send top
10. y True up will be handle like last year not monthly How is the information available from the conference for those who could not attend R amp B website Semi monthly vs monthly PERS processing Cannot use the same period end twice and must send an adjustment You can use the same period end date with different pay cycles Establish a statewide User Group to give input the R amp B on e reporting issues 37 38 39 40 41 42 43 44 Anyone interested in participating please email Tammy Rohaus Add additional options in the Adjustments tab i e over short on turn around reports What exactly does DB suspense include It seems like a catch all Scheduled in Phase V All over short amounts are to be adjusted through the suspense line will also have an option to type in information eReporting training session using overhead or Web based I would like to learn how to use eReporting correctly and am interested in having R amp B walk through various scenarios for each tab using examples with complex reporting issues along with over sort situations R amp B would like feedback from users on training topics Wait and see after Phase V this might help you Re do the eReporting manual to make it detailed for each tab Manual is extremely simplistic and not very useful Employers need to let R amp B know what they need Contact your payroll contact Set up one State Department s payrol
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