State of Connecticut

Core-CT Project

Application:HRMS

Module:Payroll

Business Process:Maintain Payroll Data

Requirement Number:PY051

Requirement Title:Ability to limit Tax Sheltered Annuities

Module Leads: Nancy Ribes, Josh Woodrum

  1. Requirement Description

Currently, only employees ineducational positions are eligible for tax sheltered annuities. Central Payroll requires the ability to limit the entry of Tax Sheltered Annuities to Agencies with educational employees and itself. In PeopleSoft this data resides on the employee general deduction page which must be viewed and manipulated by all agencies.

  1. Business Need

Only employees with educational positions are allowed to have tax sheltered annuities, thus the entry of these deduction codes need to be limited to specific agencies and Central Payroll

  1. Required By: (Y/N)

Federal __Y__Agency ___N_Bargaining Unit _N___

State Statutory _N___State Regulatory __N__State Procedural _N___

  1. Requirement Priority

_High_(High, Medium, Low – please see “Requirements Prioritization Criteria”)

  1. Recommended Solution

Enter an “X” next to the appropriate category

___X___Process Solution

__1_Option Number

______Application Modification

___Option Number

  1. Explanation for Recommendation

Provide reasons for recommendation. Please do not re-state the description of the solution itself.

The event that an agency would enter an invalid deduction is considered an exception situation and can be monitored through a query. Central Payroll would have the ability to track any Tax Sheltered Annuities entered by an improper agency and act in a timely manner to correct the error.

  1. Organizational Impact of Recommendation

Describe the changes to the organization that result from the recommended solution. Include a description of any role, process, statute, or bargaining unit agreement affected.

Central Payroll Specialists will need to be trained to run a query for and investigate the entry of Tax Sheltered Annuities for ineligible employees. Agency Payroll Specialists will need to be trained on which employee’s are eligible.

  1. Process Solutions

Describe the possible Process Solutions. Include a description of impacts and benefits of each solution.

Option 1. The Agency Payroll Specialists would be trained not to enter tax sheltered annuity deductions for their employees if they are not eligible for the deduction. In addition, a query would be developed to warn Central payroll if an operator is adding a tax sheltered annuity deduction code that they should not be using. Central payroll could then investigate the circumstances and resolve the error.

  1. Application Modifications

Describe the possible Application Modifications. Include a description of impacts and benefits of each solution.

Option 1.

Modification Type (On-line, Batch, Interface, Report, Workflow): On-line

Complexity (Easy, Medium, Difficult): Medium

Description: A second version of the employee general deduction page should be created to limit the security access of tax sheltered annuities to educational positions and to Central Payroll. This page will be identical to the delivered general deduction page.

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