TYLER IMPLEMENTATION AGENDA

Session Date: 06/01/16 (remote) / Start time: 8:30AM End time: 4:00 PM
Product Module: Payroll/HR / Tyler Resource: Chris DiRobbio
Session Title:HR Set-up FunctionsTraining
Required Attendees
  • HR/PR Functional Leaders
  • HR/PR Core Users
Required Classroom Setup
  • Workstation for the Tyler Consultant, with access to Munis Live and Train
  • Internet access
  • Projector or Smart Board
  • Ideally, one computer per class attendee, with access to Munis Train
Tyler eLearning Prerequisites
  • Getting Started With The Munis Ribbon
  • Dashboard Quick StartHR Processing:
  • HR Overview
  • HR Benefits Overview
  • Personnel Actions Overview
Client Responsibilities
  • Completed homework assigned from analysis
  • Bring documents related to Personnel Changes
  • Bring any checklists that are currently in use

Session Topics
  • Setup
  • Personnel Setup
  • PR Miscellaneous Codes
  • AUTH Codes – Reason/Auth
  • ACT2 Codes – Supporting Action
  • Checklists, Checklist Step Codes
  • Action Codes
  • Actions Rapid Entry Fields
  • Onboarding Codes
  • OBST Codes – Onboarding Step Codes
  • Personnel Actions
  • Action Entry Overview – Benefits of using Personnel Actions to perform the following actions
  • New Hire Entry
  • Job/Position Change
  • Pay/Rate Change
  • Tracking Leave
  • Benefit Changes
  • Action Codes – which actions client would like to track
  • Numbering Scheme for the actions
  • Actions Entry – Enter example action, attach checklist(explain Required vs. not), cover all options in Detail menu, output/post action and show reflection in employee master
  • Workflow – Personnel Actions
Action Categories – Can be combined with distinct Auth/Reason Codes
  • PMB - PA Benefit: Marcia Tome from PR will enter
  • PMD - PA Attendance: not functional in Munis. Obsolete code
  • PME - PA Reinstate: HR will enter and post when completed
  • PMI - PA Injury: HR will enter, and release, PR will do salary pay screens and post.
  • PML - PA Leave: HR
  • PMN - PA New Hire: Business Office provides position, HR Emp Master, then to PR for Job Pay, Deductions, Accruals for entry and posting by PR staff. IN the comment field the position number will be entered for PR to reference. PR Staff that are reviewing the new hire records need to check the Check Location for how the checks will sort when printed. HR won’t know at the point of entry. Cheryl and Cathy suggested putting this on the checklist for a new employee. The HR staff will enter in the regular location tied to the position into the Check Location field and PR will update.
  • PMP – Position Control New Position: use this workflow from the Business Office to notify that the position exists. Notification would go to HR and PR.
  • PMO - PA Other: Most for HR will check list
  • PMS - PA Salary: PR handles the step increases, individuals are handled by HR (lane changes) these need to go to Business Office and then PR for approval, promotions are HR. We will want a Lane Change and Promotion Auth Reason Code. Schools will have a mid-cycle raise for the step increase. If the increase falls within the pay week it is tied to the exact date of the increase and not rolled back to the beginning of the payroll period as it is on the City side.
  • PMT - PA Terminate: HR go to PR for notification only , no approval needed.
  • PMU - PA Transfer: HR will enter, GL accounts would be updated by the PR staff and update the position control. Need to check if the position is changed in Job Pay will the org and obj on master update as well. Test with a location/position change.
  • PMV - PA Civil Service: HR
  • PMW - PA Evaluation: Not intending to use right now in Munis.
  • Actions History Inquiry
  • Actions History – show ability to add/update/delete records
  • Actions Create
  • Employee Benefits History
  • Actions History Reporting
  • Payroll Permissions
  • Employee Benefit History
  • Pay Change History Report
  • Payroll Permissions
  • TCM Document Library – What Doc Types will be used for Personnel Actions?
Note: If scanners are setup the HR Dept can attach the paperwork for the salary changes and other changes for the Actions Entry and attach to the appropriate Personnel Action.
Session Wrap-up
  • Review of day’s accomplishments, tasks assigned and any open items requiring follow-up by the Implementation Consultant or decisions pending with the client.
  • Your Implementation Consultant will use the last 15 minutes of the training session to document the day’s activities and any open issues that need follow-up on the site report.