Agenda

Odyssey Project

Meeting Title:

T&L Fit Session

Meeting Objective:

Configure PeopleSoft Time & Labor using data representative of Portland Public Schools and identify apparent “gaps” between Portland Public Schools’ requirements and PeopleSoft’s functionalities

Group:

PPS HRMS Implementation Team,  Carrera Consultant

Date & Time:

February 7 –  February 17, 2000 from 9:00 – 12, 1– 4:30

Location:

Odyssey Project Team Room on 2nd floor

Facilitators:

Michael Northrup

Scribe:

Greg Knudsen

Attendees:       

Portland Public Schools Participants:  Denice Bailey-Braxton, Anthony Jackson, Alicia Fecker, Carol Taylor, Robin Frasier, Sampa Ghosh, Bonnie Harris, Deb Worden, Lynn Ward

Carrera/Maximus Consultants:  Greg Knudsen, Michael Northrup

 

 

February 7 from 1-4

Þ   Overview

Þ   Challenges of daily timekeeping

Þ   T&L Process flow

Þ   Payroll Considerations

Þ   Chartfields

 

February 8 from 9-12 and 1-4

Þ   Installation Options Table

Þ   System date

Þ   Shift Tables

Þ   Time Periods

Build time periods process

Þ   Workgroups

Cloning

Þ   Time Reporting Codes

Þ   Workgroup Rules

Þ   Comments/Reason Codes

 

 

February 10 from 9-12

Þ   Task profile Templates

Þ   Taskgroups

Þ   Task profiles

Þ   Task group Rules

Þ   How “Virtual Task” works

 

February 14 from 1-4

Þ   Groups – Static and Dynamic

Þ   Refresh Dynamic Groups Process

Þ   Security

Þ   Compensatory Time Off

 

February 15 from 9-12 and 1-4

Þ   Enrolling/Maintaining employees in T&L

Þ   Scheduling time

Þ   Creating time

Þ   Employee Daily Time

Þ   Group/Employee time reporting

Þ   Rapid Time

Þ   Aggregate Time reporting

Þ   Period process Date

Þ   Close Date

 

February 16 from 9-12 and 1-4

Þ   Rules process

Þ   Edit Time Process

Þ   Approving Time

Þ   Update to Payroll

Þ   Paycheck Distribution/Labor Distribution

Þ   Message Cleanup

 

February 17 from 9-12

Þ   Adjusting prior pay periods

Þ   Reports