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Employee's that have USPS_STANDARD, will have access to Workflow.  USPS_STANDARD permission is a parent, so it grants all of the necessary permissions. The default STANDARD_USER role contains the necessary permissions to access, work through, and complete a workflow.

To be able to get to the workflow view, you must have USPS_STANDARD_EMPLOYEE

The permissions necessary to be able to Start, work through, and complete a workflow, you must have the CREATE permission for each to do that individual object's task (so EMPLOYEE_CREATE for employee, POSITION_CREATE for position, etc.) and all of them in order to complete the "Review" task. If you only have the VIEW permissions (e.g. EMPLOYEE_VIEW, LEAVES_VIEW, etc.), then you can view the review task, but you will not be able to complete the task or edit any of the data.

USPS_WORKFLOWS_ADMIN

• USPS_STANDARD_COMPENSATION
• USPS_STANDARD_EMPLOYEE
• USPS_STANDARD_LEAVES
• USPS_STANDARD_PAYDISTRIBUTIONS
• USPS_STANDARD_PAYROLLACCOUNTS
• USPS_STANDARD_PAYROLLITEM
• USPS_STANDARD_POSITION

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In every task, where there is a date entry field, use various date shortcuts, and format shorthand (MMddYYYY) and click off the field:

YeaR (Calendar)

Y - January 1st of current year 1/1/18 

R - December 31 of current year 12/31/18 

FiscaL

F - 1st day of current fiscal start date 7/1/17

L -  Last day of current fiscal end date 6/30/18

MontH (based on current system date)

M - 1st day of current month 4/1/18

H - Last day of current month 4/30/18

WeeK

W -  15th day of current month 4/15/18

K -  Saturday of current week 4/21/18

PerioD (Posting Period)

P - 1st day of next month 5/1/18

D - Last day of next month 5/31/18

Quarter

Q - 1st day of current quarter 4/1/18

U - Current date 4/18/18

T - today

+  Tomorrow's date 4/19/18

-   Yesterday's date 4/17/18

Employee Onboarding

Employee Onboarding can be used to create a new employee.  Click on :

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Once all data is entered, click on or to exit without saving

Delete Employee

To Delete an Employee, click on Image Addednext to the employee and click on Image Added:

Image Added

Image Added

Create Employee

To start entering data for your new Employee, click on next to the employee's name:

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 Enter in remaining fields for the employee.

**NOTE**   'Assign Employee Number' box, allows the user to automatically generate a new employee number after starting the workflow. If, for example, the name changes, a new number will need to be generated. Or say the user is going through the workflow, wants to be sure that the automatically generated number is up - to - date with all existing employees and in-progress workflows, they can check the box and re-generate their number. Or if they automatically generated a number initially, then changed that field accidentally and saved, they can check the box and return to their original generated number.

**Have the option to use Template for Employee's**

Click on to save the data entered and to review before completing the task or click on to move onto the next option (Position):

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**Have the option to use Templates**

Image RemovedImage Added

Image RemovedImage Added

Create Compensation

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6.  Status allows the user to set the status of the account.  Options are:

• • • A - Active   Active (Default setting)
    • I - Inactive
    • S - Specific Miscellaneous
    • M - Maximum amount in effect

7.  The Start Start Date   is the is the payroll period beginning date of the payroll for which the pay account should start.

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1. 1. The Status has to be 'Maximum amount in effect.'
   2. A Maximum amount needs to be entered.
   3. A Start Date is the payroll period beginning date of the payroll for which the pay account should start. Required field.

10. The Sort Order - when charging accounts we , we first find all of the active accounts for an employee/position that is being paid.  To be active, the status of the account must be set to Active OR the status can be Maximum Amount In Effect with a maximum set and the amount already paid to the account is less than the maximum.  The charge amount/percent must not be 0 and the start/stop dates on the account must have dates that are active or be empty. After we find all of the active accounts for the position being paid, then we look at the fixed accounts first and sort them by the sort order field.  So the ACTIVE fixed accounts with the highest sort order are processed first.  After all fixed accounts are processed, if there is still an amount remaining that has not been charged to the fixed accounts, then we will use the ACTIVE percentage accounts sorted by sort order.

Using the Search option 

To search for additional accounts, click on Image Modified:

The Account Search grid can be filtered by any of the object headers listed:

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• To setup Required or May Be Required Payroll Items go to Payroll Item Configuration.

• For Required Payroll Items (Federal, State, Medicare) check the Required Box.

  Note
  For Medicare withholding--If the Rate field for employee is left blank the system assumes percentage of 1.45% to be used based on Tax Tables. Employer rate of 1.45 needs to be entered in Employer Rate field. If the Employer Rate is 2.9%, (Medicare pickup) then the software recognizes this as full pickup and will proceed accordingly.

  For required payroll items (Fed, Medicare) check the Required Box

  
  

• For May Be Required (SERS, STRS) check the Show on Create Wizard Box

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