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Draft This page is a draft and may contain incomplete or inaccurate information |
This page describes primary functionality differences between Classic USPS and USPS-R. It does NOT attempt to describe changes which are just changes to the user interface. See the relevant chapters for details on how each option functions. To see the Crosswalk of the Payroll Menu and the Classic counterparts, click Here
Report Grids
One major new feature is the ability to generate reports directly from the grids. This means you can filter the grids to contain only the columns and filtered information you desire and generate a report directly from this information. Te reports can be in any of the supported formats including PDF, excel and CSV. Totalling is also included for numeric fields. We feel this is a very useful new feature and will ease the learning curve associated with learning the custom report creator since many simple reports can be generated directly from the available grids. You can also save these grid reports as custom reports for later recall and modification via the custom report creator.
Enhanced Queries and Grids:
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| Classic | Redesign |
|---|---|
| Routing Number | Routing Number |
| Institution Description | Description |
ACH Source
Formerly DIRDEP/DIRMNT
| Classic | Redesign |
|---|---|
| ACH Transfer Type | Transfer Type |
| ID | ACH Transfer Code |
| ID Designator | Organization ID Designator |
| ID Number | Organization ID Number |
| Name | Organization Name |
Adjustments - New Feature to Redesign
The Adjustments option allows you to create, delete, and/or modify employees Payroll Items.
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Formerly USPSDAT/USPCON
Pay Distributions
Formerly DEDSCN - Direct Deposit
| Classic | Redesign |
|---|---|
| Acct # | Account Number |
| Deposit Type | Direct Deposit Type |
| Deposit Amount | Rate |
New Fields in Payroll Distributions on Redesign
| Payroll Distributions |
|---|
| Priority |
| Code1 |
| Code 2 |
| Date |
| Money 1 |
| Money 2 |
| Text |
| ACH Source |
| ACH Destination |
Pay Distributions - New
Formerly DEDSCN - Direct Deposit
Pay Group
Formerly PGRPED
| Classic | Redesign |
|---|---|
| Pay Group | Code |
| Pay Group Description | Description |
| Job Calendar | Job Calendar Type |
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Position/Compensation/Payroll Accounts
Formerly JOBSCN/POSSCN/PAYSCN
| Classic | Redesign | |
|---|---|---|
| Job | Position # | |
| Position/Title | Position Description | |
| ID | Employee Number | |
| Type of Appt. | Appointment Type | |
| Assign Area | Assignment Area | |
| Building/Dept. | Building Code | |
| Building/Dept. | Department Code | |
| Work Days | Contract Work Days | |
| Sick | Eligible For Sick Leave | |
| Personal | Eligible For Personal Leave | |
| Vacation | Eligible For Vacation Leave | |
| EMIS Appt. Type | State Reporting Appointment Type | |
| Job Type | Supplemental Type | |
| Daily Rate | Unit Amount | |
| Hourly Rate | Unit Amount | |
| Amount to Charge | Rate | |
| Percent of Fixed | Rate Type | |
| Brd dist acct. | Employer Distribution | |
| Maximum to Charge | Maximum | |
| Hire Date | The Start Date from POSSCN, is imported into the Hire Date field | |
| Start/Stop Dates | Calendar Start/Stop from JOBSCN | Imports the calendar Start/Stop dates from JOBSCN in Classic into Position Start/Stop Dates in Redesign |
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| Classic | Redesign | Redesign | Difference |
|---|---|---|---|
INICAL | Initialize New Payroll (INICAL and CALCPAY) | Modify Payroll | |
| ADDITIONS | Add Pay Group | ||
PAYRPT.TXT | Pay Report | ||
| DEDTOT.TXT | Show total payroll Items at bottom of Pay Report | Pay Report | |
| CALCERR.TXT | Error Report-report for errors before posting of payroll | ||
| New Feature | Post Error Report-report for errors after payroll has been posted | ||
PAYDED/DEDRPT CALCPAY/DEDDET | Pay Item Detail Report | Classic - Taxable Gross Redesign - Applicable Gross | |
| CHKUPD | Post Payroll | ||
| New Feature | Delete Payroll - will delete payroll but will move exceptions entered in Payroll Payments – Current to Payroll Payments - Future so not lost. | ||
| New Feature | Delete Payroll and Exceptions - will delete payroll and exceptions(CURRENT) entered in Payroll Payments | ||
CHKUPD/BUDDIS.TXT | Budget Distribution Report | ||
| CHKUPD/BUDDET.TXT | Payroll Account Distribution Report | ||
CHKPRT | Process Payments (checks and Direct Deposits Notices) | ||
| E_DIRDEP | Email Notices (in order to use this option, the 'Email Notifications' module must be installed in System>Modules. Also, in System>Configuration, Email Configuration and Email Direct Deposit Notice Configuration needs to setup) | ||
| New Feature | Un-Post Payroll |
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| Classic | Redesign | Redesign | |||
|---|---|---|---|---|---|
| New | Report Bundles | Report Bundles are used to automatically generate reports by the system to be listed under Utilities/File Archive/Payroll Archive or to set up single or multiple reports to be emailed to a user at any time. | |||
| Report Manager | Predefined SSDT template report definitions as well as user-created reports are displayed here; can Import and Create reports | ||||
Safari | Custom Report Creator | Import Reports from an outside source. Must be in .JSON format. | |||
PAYDIR PAYDED | ACH Submission HSA Submission | ACH Submission - It creates an ACH file which is uploaded to the bank for payroll HSA Submission - It creates an HSA file which is uploaded to the bank for HSA Payroll Items (HSA deductions) | |||
AFFORD | AFFORD Report | Will assist in determining if an employee will exceed 30 hours per week or 130 hours per month and therefore, be classified as full-time under the Affordable Care Act (ACA). | |||
| ABSRPT | Attendance Reports
| Staff Absence No Activity Report | |||
| AUDRPT | Audit Report | This program tracks the old values and the new values entered in various USPS programs. | |||
| USPAUDIT | Auditor of State CSV Report | This program extracts USPS check history information into specially formatted files for use by auditors. Auditors will use these files to assist in automating the audit process. | |||
| BENOBL/BENACT | Benefit Obligation by Account | Provides information by Account about the dollar amount of benefit obligations a district would incur if employees were to use their entire sick, vacation, and personal balances. | |||
| BENOBL/BENEMP | Benefit Obligation by Employee | Provides information by Employee about the dollar amount of benefit obligations a district would incur if employees were to use their entire sick, vacation, and personal balances. | |||
| CENSUS | CENSUS Report | The CENSUS program will create a common census file per ING requirements | |||
| CHKSTRS | Check STRS Advance | Report showing employee's STRS Advance Payments | |||
| CRDC-Civil Rights Report | CRDC Report | Civil Rights Data Collection Reports | |||
| Similar to PERDET | EMIS Reports | Option produces a report listing data errors or invalid data prior to EMIS reporting. | |||
| ERNREG | Employee Earnings Register | Can be ran for one and all Employees or Pay Groups receiving a pay check. | |||
| EMPMST | Employee Master | Report that reflects the Core program data element fields. | |||
| BRDDIS | Employer Distributions | Generates a worksheet to provide you with dollar amounts for the distribution of board paid deductions to the proper USAS accounts For this option to be visible under Reports and USAS Integration, go to SYSTEM/MODULES/EMPLOYER DISTRIBUTIONS MODULE | |||
BRDRET | Employer Retirement Share | Distributes the board's retirement share by allocating amounts to non-general (non-001) fund accounts at a flat 14% rate of the current payroll items paid. For this option to be visible under Reports and USAS Intergration, go to SYSTEM/MODULES/EMPLOYER RETIREMENT SHARE MODULE | |||
USPSDAT/CALRPT | Job Calendar Report | Produces a report showing job calendars which have been created. | |||
| BENRPT | Leave Activity Report | The Leave Activity Report provides a listing of accruals and absence categories by employee, by date applied date and then by activity date. It also includes the Beginning Balance, Length and Ending Balance of the activity by category. | |||
| BENRPT | Leave Balance Report | The Leave Balance Report shows the balances of sick, vacation, and personal leave. | |||
| LEVPRO | Leave Projection Report | This program creates a posting file from which absences may be charged to the proper leave accounts. | |||
NEWCNT/REPORT | New Contract Report | Generate a report outlining purged contract information | |||
| NEWHIRE | ODFJS New Hire Report | To assist in the reporting of new employees to the Ohio Department of Job and Family Services | |||
| ODJFSRPT | ODJFS Report | For ODJFS reporting, the 'Paid Month 1', 'Paid Month 2', 'Paid Month 3' columns and their corresponding totals on the report and submission file may differ from Classic. The difference is that Classic would, for each Employee, check if there were any Payrolls wherein the first Position was paid, it would check the Payroll date range to determine if it includes the 12th day of that month. Redesign finds the Pay Group date range for each Position included in a Payroll and checks to see if any of these date ranges include the 12th day of the month. This ultimately is more accurate and therefore may result in differences when compared to Classic. | |||
PAYSUM | Pay Amount Summary Report | Produces a report that summarizes the pay type, number of units, and the pay amount by job for each active employee in the pay period. | |||
| CHKSTS | Payment Transaction Status Report | Generates a report that lists the check number; check status and type; employee ID, deduction code, or vendor number (depending on the check type); name; issue date; period ending date; date voided; date reconciled; gross pay; and net pay. | ABSRPT/ABS104 | Perfect Attendance Report | Staff Absence No Activity Report |
| QRTRPT | Quarter Report | Generates a report of quarter-to-date figures for employees and provides information necessary to complete the IRS Form 941 Quarterly statement. The gross for imported re-issued checks from classic will be included in the QTD Gross, YTD Gross, and FTD Gross fields on the quarter report for the quarter in which the check was re-issued. This can cause the Gross totals to be higher on the USPS-R report by the gross on the re-issued check when compared to classic if the void occurred in a prior quarter. Classic QRTRPT only included the gross for the checks in the quarter in which the voided check was initially paid. This only affects imported re-issued checks because we can not identify them at the time of import as re-issued checks and therefore have no way of knowing that the gross would have already been included at the time the original check was issued. Checks that are re-issued in USPS-R will be correctly reflected in the to-date gross totals on the report. | |||
| RPTSUM | Reporting Entity Count Summary Report | Generates a report that displays service days, ODJFS weeks, and/or EMIS attendance and absence days with the percentage of attendance for employees by selected time periods. This report has several sort and selection options that provide you with the flexibility to generate the report for a wide range of employees or a specific group or individual. The option to include employees reportable to EMIS, not reportable, or both is also available. | |||
| RETIRE/SERSHIRE | SERS New Hire Report | Create a projection report or a new employee enrollment file to upload to the eSERS website. | |||
RETIRE/SERSREG | SERS Per Pay Report | Creates a projection report to verify State Employees Retirement System (SERS) and will create a tape file used for submission of data to SERS (per pay). | |||
| SURCHG | SERS Surcharge Report | Creates reports that will assist with the SERS surcharge calculations and GAAP reporting. | |||
| STRSAD | STRS Advance | Allows you to create Advance FYTD, Advance Position and Non Advanced reports. Also can create the tape file for the STRS annual report submission and creates a Merge Submission file with both Third party and Districts STRS Advance info | |||
| RETIRE/STRSMONTH | STRS Monthly Report | Creates a report for STRS balancing purposes | |||
| RETIRE/STRSHIRE | STRS New Hire Report | Creates a projection report as well as an option to create a STRS New Hire submission file and submit it to STRS. | |||
| RETIRE/STRSREG | STRS Report | Creates a projection report to verify State Employees Retirement System (STRS) as well as an option to create a STRS submission file and submit it to STRS. | |||
| WAGOBL/WAGACT | Wage Obligation By Account | This program generates a report listing the district's current accrued wage obligations by account code. | |||
| WAGOBL/WAGEMP | Wage Obligation By Employee | This program generates a report listing the district's current accrued wage obligations by employee. | |||
| W2PROC | W2 Reports | Program creates reports, form files, data files, and tape files used for reporting W2 wage information at calendar year end Life Insurance and Taxable Benefit (Federal adjustments) do NOT need to have the Taxable and Total Gross Amount increased for Federal, Ohio, City, Medicare and OSDI, like Classic. | |||
| YTDRPT | YTD Reports | The YTD report program provides year-to-date totals and a benefit statement for all employees, pay groups, or individual employees. |
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