State of Connecticut
Core-CT Project
Application:HRMS
Module:Human Resources
Business Process:Administer Salary Plans
Requirement Number:HR354
Requirement Title:Ability to create exception reports when processing Mass Salary increases
Module Leads: Lina Simonu, Lisa Lagus
- Requirement Description
Describe the requirement (gap). Include a description of the delivered PeopleSoft functionality.
Currently, the State of Connecticut processes Mass Salary Collective Bargaining Increases and Mass Annual Step Increases. Collective bargaining increases are based on union negotiation and typically result in a percentage increase for each employee within the union on a specified date. Mass Annual Step Increases, are also by union/salary plan and occur annually and occur based on employee review. Employees in the specified Salary Plan move from one step to another based on their Anniversary Date. In order to ensure all employees in the union/salary plan have been processed, the State currently runs an exception report that identifies employees that have not been or should not be processed due to various reasons. These may include, employees employed in a Working Test Period, as they may or may not be eligible for either increase based on their Hire Date and employees that have reached the maximum step. PeopleSoft as delivered does not provide exception reports with its Mass Increase processes. It does provide reports listing all employees that WILL be processed with their current and new salary based on the increase.
- Business Need
Provide a justification for the requirement. Include information about frequency, volume, number of users impacted, etc.
Mass Collective Bargaining increases occur when a union contract settles. The settlement is often for a percentage increase over several years. Therefore for every union in the system, a percentage increase usually occurs annually. Annual Step increases are processed at two times during the year based on union, January and July. All employees in Step pay plans are eligible for an annual step increase until they reach maximum. Some agreements give lump sum payments to employees at the top step.
The Central Salary Specialist will administer the automated processes and Agency HR Specialists are responsible for review and adjustments.
- Required By: (Y/N)
Federal ____Agency __Y__Bargaining Unit __Y__
State Statutory _5-278aState Regulatory ____State Procedural __Y__
- Requirement Priority
_Medium ___(High, Medium, Low – please see “Requirements Prioritization Criteria”)
- Recommended Solution
Enter an “X” next to the appropriate category
______Process Solution
___Option Number
__X____Application Modification
_1__Option Number
- Explanation for Recommendation
Provide reasons for recommendation. Please do not re-state the description of the solution itself.
Agency HR Specialists need the ability to review employees being processed and those that are not in a Mass Salary increase situation. Without the reports, the review of employees will be much more time consuming and corrections may not be completed in time for payroll processing. Often large volumes of employees are impacted and payment must be paid by a certain date.
- 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.
Agency HR Specialists would need to be trained to run the reports when a Mass Increase is about to occur. Manual updates would need to be coordinated with Central Payroll to ensure all employees are complete before next on cycle payroll confirmation.
- Process Solutions
Describe the possible Process Solutions. Include a description of impacts and benefits of each solution.
Option 1. Utilize the delivered Mass Salary Update by Salary Plan/Paygroup and Automated Step Increase reports that list all employees within the Salary Plan that will be processed based on the criteria used for the increase. These reports could be compared to department, salary plan query listings to identify the exceptions. As delivered, these reports run for the entire salary plan specified, statewide. These reports should be run by department so that Agency HR Specialists may assist in the review process, as opposed to the Central Salary Specialist. A related requirement has been logged to address this requirement.
Option 2.
Option 3.
- 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): Report
Complexity (Easy, Medium, Difficult): Medium
Description: Create an exception report to identify employees in the union/salary plan in a Working Test Period as of the increase date. These employees will have a reason of ‘Working Test Period’ on their job record, due to an action of ‘Hire’ or ‘Promotion’. If an employee is not eligible for an increase, the Automate Step Increase will be run and the Agency HR Specialist must manually delete the row from the employees job record following the execution of the process. There is no way to stop the employee from being processed as the criteria is rather general.
A second exception report is needed to identify employees in the union/salary plan at the top of the step. These employees will not be processed in the Automated Step Increase program as they have reached the highest step. This report is for information only.
Option 2.
Modification Type (On-line, Batch, Interface, Report, Workflow):
Complexity (Easy, Medium, Difficult):
Description:
Option 3.
Modification Type (On-line, Batch, Interface, Report, Workflow):
Complexity (Easy, Medium, Difficult):
Description:
1 of 110/21/18