UNCChapel Hill has Retro Distributions Down PAAT UNC
UNC-Chapel Hill has Retro Distributions Down “PAAT” UNC Enterprise Applications Information Technology Services
Crystal Jackson – Sr. Business Systems Analyst Chris Lawless – Sr. Business Systems Analyst Jeremy Wallace – Applications Specialist
People. Tools Campus Solutions: 8. 55. 17 HCM: 8. 55. 17 Finance: 8. 55. 07 HCM 9. 2 Finance 9. 1 Campus Solutions 9. 2 upgrade planned for December 2018 3
Agenda • • • Life before PAAT functional overview PAAT technical overview Helpful Reports Lessons Learned Questions 4
Wait…. what is PAAT? PAAT… Pat Sajak? ? ? Nope! 5
Wait…. what is PAAT? 6
Life Before PAAT Chris Lawless 8
Life before PAAT • Went live October 2014 with delivered Budget Retro Distributions via e-forms • • Department Budget Table (DBT) was in budget amount only Campus could not perform retro on retro actions Only BAs could retro Deductions and Taxes via delivered direct retro process Only base and supplemental pay could be redistributed in HR.
Life before PAAT • Developed interim retro tool and stopped delivered budget retro 5 months after go-live • • • 3 rd-party, stand-alone tool outside of Peoplesoft Wrote only to Finance which caused HR ledgers to be out of sync Only one paycheck on each separate action Campus still could not perform deduction and tax retros No front end system validations
PAAT Functional Overview Crystal Jackson & Chris Lawless 11
Delivered Retro Pages
PAAT Search Screen
PAAT Paycheck Selection
PAAT Entry Screen
PAAT Entry Screen
PAAT Entry Screen
PAAT Entry Screen 18
PAAT Entry Screen
PAAT Entry Screen
PAAT Entry Screen
PAAT Entry Screen
PAAT Notes 23
PAAT Messages 24
PAAT Workflow 25
PAAT Admin Center 26
PAAT Admin Center 27
PAAT Technical Overview Jeremy Wallace 28
PAAT Flow Chart 29
PAAT Processing • Step 1 - Process Approved Retros (MOD 165) 1. This is a custom process that loads approved retros into the delivered retro distribution tables. 2. Dependent upon type of retro processed § § § Earnings (deductions/taxes following) Deductions/Taxes Only Earnings Only 3. Takes into account project status, Faculty Physician funding, and fringe redirects. 4. This program also makes sure the transaction is balanced down to the penny. 30
PAAT Flow Chart 31
PAAT Processing • Step 2 - HPRETDST (Delivered Process) 1. This delivered process reads the HP_RDIST_xxxx related tables and writes to the PAY_XXX_DIST tables. 32
PAAT Flow Chart 33
PAAT Processing • Step 3 - NCDRGL 02 1. 2. 3. 4. Customized copy of the PAYGL 02 process. We had to do this in order to process each PAAT transaction on demand. This process writes out the data to the HR_ACCTG_LINE. The EMPLID and paycheck# is sent to Finance via this process also. This allows the user better reporting experience down the line. The status of the PAAT action is set to Distributed. Up until this point the user can not enter another PAAT on this same paycheck. 34
Helpful Reports Chris Lawless 35
Pending Transactions 36
Current Suspense Charges 37
Current Suspense Charges 38
Lessons Learned 39
If we knew then… • • • Don’t allow users to create a PAAT action until the payroll accounting lines have been sent to Finance. Send the PAAT ID to Finance through the custom PAYGL 02 program More in-depth and hands-on training for users Make functionality configurable in the PAAT Admin center (No hard coding!) Be able to send PAAT actions to finance in batches instead of “all-or-nothing”
Questions?
- Slides: 40