DIOCESE OF MARQUETTE SECRETARY AND BOOKKEEPER WORKSHOP ISABEL

DIOCESE OF MARQUETTE SECRETARY AND BOOKKEEPER WORKSHOP ISABEL M HERSHEY MAY 9, 2017

OVERVIEW FLOW OF INFORMATION PAYCOR PARTICULARS LIFEWORKS LESSONS EMPLOYEE SELF-SERVE BOOKKEEPER SELF-SERVE INVOICE INTERPRETATION QUESTIONS AND ANSWERS

FLOW OF INFORMATION THE BIG PICTURE

TRANSFER OF INFORMATION BOOKKEEPERS PAYCOR LIFEWORKS BENEFIT ENROLLMENT PROVIDERS EMPLOYEES BOOKKEEPERS

DATA IN = DATA OUT WHAT IS ENTERED IN PAYCOR IS WHAT IS UPLOADED INTO MCC’S SYSTEM BASIC DEMOGRAPHICS ELIGIBILITY INFORMATION WAGES COMMON ERRORS SOCIAL SECURITY NUMBERS SCHEDULED HOURS DATES OF BIRTH PROPER NAMES

TO ENSURE ACCURACY: ASK FOR HELP; YOU ARE NOT ALONE. YOUR PAYCOR REPRESENTATIVE BENEFITS TEAM AT MICHIGAN CATHOLIC CONFERENCE REVIEW PAYCOR’S TRAINING MATERIALS ONLINE PRESENTATION'S LIVE WEBINARS LIVE CLASSES REVIEW EMPLOYEE DATA IN PAYCOR IN LIFEWORKS

PAYCOR PARTICULARS THE IMPORTANCE OF DATA ACCURACY

MCC-PAYCOR PARTICULARS DATA TRANSFER ELECTRONIC FILE UPLOADS CHANGES TO EXISTING EMPLOYEES PAYCOR FIELDS WEEKLY CUSTOM FIELDS CHANGES ARE APPLIED MOST COMMON AND PICKED UP ON NEXT INVOICE NEW HIRES CHANGES HOURS ANNUAL SALARY PAYCOR FIELDS MONTHLY WAGES CUSTOM FIELDS NAMES TERMINATIONS PAYCOR FIELDS CUSTOM FIELDS

MANAGE EMPLOYEES

PERSONAL AND CONTACT INFORMATION

POSITION INFORMATION ØEMPLOYEE TYPES: • REGULAR • SEASONAL • TEMPORARY • INDEPENDENT CONTRACTOR

ADDITIONAL INFORMATION INCLUDES SOME FIELDS WHICH ARE ALSO INCLUDED INCUSTOM FIELDS, BUT THIS SECTION DOES NOT REPLACE THE NEED FOR CUSTOM FIELDS.

CUSTOM FIELDS – REQUIRED Ø ANNUAL SALARY • ONLY ENTER IF EMPLOYEE ISFULL-TIME Ø MARITAL STATUS Ø UNIT # Ø EMPLOYEE TYPE • • • R=RELIGIOUS O=ORDER L=LAY D=DIOCESAN CLERGY S=SEMINARIAN Ø SCHEDULED HOURS • 20 OR MORE =FULL-TIME = BENEFITS ELIGIBLE Ø WORKERS COMP CODE Ø JOB TITLE • USE DROPDOWN MENU TO SELECT BEST TITLE Ø STATUS CHANGE DATE

EMPLOYEE SELF-SERVE (ESS) AN INDIVIDUAL’S ACCESS TO HIS OR HER BENEFITS

ESS: WHAT? Ø ENROLL ONLINE Ø REVIEW ELECTED BENEFITS Ø REVIEW BENEFICIARY(IES) Ø PENSION ESTIMATES

ESS: INITIAL SET-UP START HERE

LOGIN REGISTRATION • • LAST 4 OFSSN, LAST NAME, AND DATE OF BIRTH CREATE PASSWORD • BACK TO LOGIN SCREEN • ENTER USERNAME (EMAIL) AND PASSWORD

ESS: HOME PAGE

ESS: YOUR BENEFITS

ESS: YOUR PROFILE

ESS: YOUR RETIREMENT

ESS: PENSION ESTIMATES RUN ESTIMATES CONVENIENTLY SAVED

BOOKKEEPERS’ SELF-SERVE (BSS) A BOOKKEEPER’S ACCESS TOMCC’S SYSTEM

LOGIN SCREEN Assigned Username Assigned Temporary Password

HOME SCREEN

EMPLOYEE SEARCH

BASIC AND DEPENDENT INFORMATION

CONTACT INFORMATION

EMPLOYEE COMMUNICATIONS

EMPLOYMENT Verify Employment Information Verify Salary Information

BENEFITS

BILLING SCREEN REVIEW MONTHLY INVOICES VIEW CURRENT AND PAST INVOICES VIEW APPLIED PAYMENTS VIEW DETAILS FOR: PRIOR BALANCE INVOICED AMOUNTS ALLOCATED PAYMENTS AMOUNT DUE FOR EACH INVOICE DOWNLOAD INVOICES FROM THIS SCREEN

FIND AN ENTITY

INVOICE HOME

INVOICING

PAYMENTS

CONTACTS AND RESOURCES SCREEN CONTAINS CONTACT INFORMATION FOR THE MCC BENEFITS TEAM

FORMS AND REPORTS SCREEN

HR UNIT AUDIT REPORT

MEDICAL DEPENDENT COVERAGE REPORT

UNIT PROPERTY AND VEHICLE LISTING

BENEFIT CONFIRMATION STATEMENT

INVOICE INTERPRETATION UNDERSTANDING YOUR INVOICES

SCHEDULED INVOICE TOTAL BALANCE DUE = WAGE BASED BALANCE + HW BALANCE + RISK BALANCE

REMITTANCE CONSOLIDATED REMITTANCE USE WHEN PAYING IN FULL PARTIAL REMITTANCE USE WHEN NOT PAYING IN FULL

HEALTH AND WELFARE DETAILS REPORT (HW) DENTAL, MEDICAL, CLERGY AUTO AND S HEALTH DETAILS UPPLEMENTAL

WAGE BASED DETAILS REPORT LAY RETIREMENT AND UNEMPLOYMENT DETAILS

ADJUSTMENTS

QUESTIONS, ANSWERS AND REVIEW FLOW OF INFORMATION PAYCOR PARTICULARS LIFEWORKS LESSONS EMPLOYEE SELF-SERVE BOOKKEEPER SELF-SERVE INVOICE INTERPRETATION QUESTIONS AND ANSWERS

VISIT www. micatholic. org : CONTACT THE BENEFITS TEAM: QUESTIONS INVOICE ISSUES BSS ACCESS PROBLEMS BENEFIT INFORMATION BOOKKEEPERS’ TOOLKIT BOOKKEEPER SELF-SERVE EMPLOYEE SELF-SERVE benefits@micatholic. org CALL 800. 395. 5565