UPB - PARIS Introduction and Navigational Tour

PAIRS Introduction and Navigational Tour

The Payroll Adjustment Request Interface System (PARIS) has been developed as a replacement to the Adjustment Notification Application (ANA). It will roll out in stages, as each module is completed and tested. The first module rolled out: Current Pay Adjustments.

PARIS is a payroll adjustment entry system that interfaces with Banner, utilizing the technology and platform developed for the HR Front End. PARIS has a similar look and feel to the HR Front End, but is a completely different application. Data from the HR Front End cannot be viewed in PARIS.

Payroll adjustments will benefit from this new application in several ways:

  1. Users will have more control over their adjustment, with enhanced business rules and filtering to limit errors in entry.
  2. Interfacing with Banner allows viewing of payroll data from Banner at the time the transaction is initiated.
  3. Interfacing with Banner results in user entry items applied directly to Banner, rather than re- keying of adjustment into PHAHOUR by UPB personnel, thus further reducing the likelihood of errors.
  4. A Current Pay Adjustment will take on the nature of correcting a timesheet, therefore security access will follow time entry security for this module, allowing the most logical population the ability to do this type of adjustment.
  5. Similar functionality to the HR Front End creates uniformity in processes and will increase confidence in using both applications.

When entering a payroll adjustment, users of PARIS will be able to edit employee earnings and time reported, including the ability to add earnings to an employee’s pay.

Current Pay Period Adjustments

Current Pay Adjustments (CPA’s) are initiated to correct the pay for employees will be paid incorrectly based on erroneous earnings information from time entry or the job record prior to the completion of calc. CPA’s can only be entered during the CPA correction window for each pay period. Calc schedules may be different in certain pay periods—please review the Payroll Schedule for specific details. http://www.obfs.uillinois.edu/payroll/schedules/

NOTE: Units should be careful to coordinate the correction of approved timesheets in Web Time Entry and performing a CPA, since the CPA will overwrite anything on the timesheet, regardless of when it was approved or corrected.

PARIS Navigation

The Payroll Adjustment Request Interface System (PARIS) is significantly different in look and feel than the Adjustment Notification Application (ANA) previously used for adjustments. A navigational tour follows, which will help the user understand how to move within the application and what functionality to expect from within the various areas.

  1. Home Page:
    • Navigation Bar: Home, Employee Search, In/Out Boxes, [Transactions], Admin Tools, Logout
    • Alerts & Messages
    • Quick Search
    • Resources
  2. Employee Search
  3. In/Out Boxes
  4. Admin Tools
  5. Employee Record View (ERV)
    • Menu Bar—Transactions menu
    • Transaction Alert Window
    • Information Bars
    • Information Sets: General Information Set and Jobs Set

Navigational Tour

There are two main screens: the Home Page and the Employee Record View (ERV). The Home Page is made up of four sections: The menu bar, Alerts & Messages, Quick Search, and Resources.

Home Page

The Home Page opens upon login.

PAIRS Introduction and Navigational Tour

Across the top of the Home Page is the menu bar. It is accessible from any page in the application, with only one variation occurring with the Transactions option.

  • Home returns you to the Home Page from wherever you are in the application.
  • Employee Search and the In/Out Boxes take you to pages where you can perform advanced searches for employees.
  • [Transactions] menu does not show up from the Home Page, but is only visible in the Employee Record View. From ERV, transactions may be viewed or initiated for the selected employee.
  • Admin Tools provides important user options for set-up of application preferences.
  • Logout safely exits from the application.

Alerts & Messages box is where UPB may provide status or availability alerts.

Quick Search is the quickest way to find an employee by UIN. Simply enter UIN in “Quick Search” and click “Search” button. This will take you Employee Record View.

The Resources section is currently not active. At some point in the future, resources may be available in this section of the application.

Employee Search

The Employee Search menu brings up detailed search criteria.

  • The Employee Search can be used to find groups of employees
  • Helpful when an employee’s UIN is not easily accessible
  • Search results in the opportunity to select the desired employee for display in the Employee Record View.
  • See Admin Tools>User Preferences>Emp Search for definition of terms.

PAIRS Introduction and Navigational Tour

In/Outboxes

These are used to find adjustment transactions you or your department currently have responsibility for, ownership of, or previously owned and routed.

  • My Inbox: Shows all adjustment transactions you have ownership of
  • Group Inboxes: Shows all adjustment transactions everyone in your group can access
  • My Outbox: Shows all adjustment transactions you have routed to the next stop
  • Group Outboxes: Shows all adjustment transactions your group has routed to the next stop

PAIRS Introduction and Navigational Tour

  • Allows ability to filter personal or group boxes and set up presets.
    • Click “Show Filter and Preset Chooser”
    • Set up presets for each type of transaction with Route Stop Action desired
    • Allows filtering by UIN or Transaction number

PAIRS Introduction and Navigational Tour

  • Each row lists an adjustment transaction.
  • Column Headers may be customized (Admin Tools>User Preferences>Inbox/Outbox Columns). See below for instructions.

PAIRS Introduction and Navigational Tour

Admin Tools

PAIRS Introduction and Navigational Tour

User Preferences allow for customization of the Employee Search and the In/Out Boxes. Options can be set up when the need arises.

PAIRS Introduction and Navigational Tour

  • Emp Search is the first option in the drop-down list. Select any options you wish to set as default employee search criteria. Some options need to be set before searching for the first time.

PAIRS Introduction and Navigational Tour

Steps to set Employee Search Defaults

  1. Select “User Preferences” from Admin Tools Menu
  2. Select “Emp Search” from drop-down list
  3. Select your default COA from drop-down list (Campus will automatically update)
  4. Select any other desired default settings for employee searches
  5. Click “Save” to apply selections to the default employee search
  6. Click “Cancel” if you do not wish to apply your selections to the default search
  7. Click “Restore Defaults” to remove any of your previously saved default selections
    • Emp Search Columns allows customization of the columns to include in each search.

PAIRS Introduction and Navigational Tour

Steps to set Employee Search Columns:

  1. Select “User Preferences” from Admin Tools Menu
  2. Select “Emp Search Columns” from drop-down list
  3. Click to highlight from the “Available Columns” list the items you want to add
  4. Click the arrow pointing to the right to move your selection to the “Selected Columns” list
  5. Click to highlight items from the “Selected Columns” list to remove or edit order displayed
  6. Click the arrow pointing to the left to remove your selection from the “Selected Columns” list
  7. Click the up or down arrows to change the order the columns appear in the row.
  8. Save, Cancel, or Restore Defaults
    • In/OutBox allows you to select the fixed header (so you can see the header when scrolling) or set the maximum number of days to display transactions in the In/Out Boxes.

PAIRS Introduction and Navigational Tour

    • In/OutBox Cols PARIS allows customization of the columns to include in the In/Out Boxes.

Steps to set In/OutBox Cols PARIS

  1. Select “User Preferences” from Admin Tools Menu
  2. Select “In/OutBox Cols PARIS” from drop-down list
  3. Click to highlight from the “Available Columns” list the items you want to add
  4. Click the arrow pointing to the right to move your selection to the “Selected Columns” list
  5. Click to highlight items from the “Selected Columns” list to remove or edit order displayed
  6. Click the arrow pointing to the left to remove your selection from the “Selected Columns” list
  7. Click the up or down arrows to change the order the columns appear in the row.
  8. Save, Cancel, or Restore Defaults

PAIRS Introduction and Navigational Tour

caption

Inbox/Outbox

Column Header Titles

Description

Select

Mark the checkbox, then click select action button

(Take/Release Ownership, or Select)

Tran ID

Transaction number for the adjustment

Stop ID

Useful for tracking issues with AITS.

Route Stop

Identifies where a transaction resides along the audit trail

Tran Type

Identifies the type of adjustment transaction

Empl Group

Bi-Weekly

C=Civil Service

D=Feeder

E=Extra Help

H=Academic Hourly

S=Student

T=Retiree/Annuitant

U=Unpaid

Monthly

A=Faculty/Other Academics

B=Academic Professionals

G=Fellows

L=Lump Sum

M=Summer

P=Post Doc Res Assoc & Interns

R=Residents

V=Virtual

Owned By

User ID of transaction owner

Completed

Yes=payroll applied                         No=not payroll applied

Pay Event Info

Identifies Pay Period and Position/Suffix being adjusted

    • User Security provides a summary of the user’s individual security.

PAIRS Introduction and Navigational Tour

Employee Record View

The Employee Record View is the central hub from which adjustment transactions may be initiated.

Upon entering the Employee Record View, a snapshot of data about the employee will be displayed. Depending on the adjustment options available at the time of viewing, there may be job and pay information viewable for each job. You may also view a current or historical transaction for the employee from this view.

From “Home” enter UIN in “Quick Search” and click “Search” button. The current Employee Record View appears. Upon entering this view you can see whether it is possible for a Current Pay Period Adjustment (CPA) to be done, displaying the employee’s jobs along with payroll earnings if a CPA can be processed at the time of viewing. Job and payroll data is also visible when viewing or entering a transaction for an employee.

PAIRS Introduction and Navigational Tour

Transactions menu

Transactions: dropdown displays options for viewing the transaction history for the employee or selecting any of the possible transaction types. This menu is only available in the Employee Record View.

PAIRS Introduction and Navigational Tour

Select “Transaction History” to view a list of transactions for the employee.

Click “Select” next to adjustment you wish to view, then click “View ERV” which will appear at the top of the screen. “Back will return you to ERV.

PAIRS Introduction and Navigational Tour

Steps to View an adjustment transaction in Transaction History

  1. Enter UIN in Quick Search from Home Page
  2. Select “Transactions” menu from menu bar
  3. Click “Transaction History” from the menu list
  4. Click “Select” next to the transaction(s) you wish to view
  5. Click “Select” next to the “Component History” transaction item to see the audit trail
  6. Click “View ERV” at the top of the screen to view the transaction in the Employee Record View
  7. Click “Back” at the top of the screen to return to the current Employee Record View without viewing a transaction

Transaction Alert Window

  • Black text: informational
  • Green text: action indicator
  • Red text: error

PAIRS Introduction and Navigational Tour

Messages indicate if the current pay event is available for correction for the employee. More information about the messages found in the Transaction Alert Window will be provided in the instructions for entering adjustments.

Information Bars

The Employee Information Bar indicates name, UIN, Chart-Org, Department, and E-Class of employee. In a current Employee Record view, there will be no information in the Transaction Information Bar.

PAIRS Introduction and Navigational Tour

The Transaction Information Bar provides the transaction number and type, if viewing or entering a transaction.

PAIRS Introduction and Navigational Tour

  • Transaction number is first set of 6 digits
  • Owner’s user ID is displayed
  • Status
  • Audit Trail Stop: Initiate, Review, or Apply

Information Sets

There are two information sets found in the Employee Record View: the General Information Set and the Jobs Set. These sets of information are expanded or collapsed by means of the accordion button to the left of each set. Return to the “General Info” tab to access the accordion button to expand/collapse that set.

General Information Set

The General Information Set includes three tabs: General Info, Memos, and Audit Trail.

PAIRS Introduction and Navigational Tour

PAIRS Introduction and Navigational Tour

  • General Info about the employee displays in the first tab in read only format.
  • Memos Tab is not available until viewing or entering an adjustment transaction. Memos will not post to Banner comments form, but are required for the transaction. The tab also contains a form requiring entry of the adjustment initiator’s telephone number.
  • Audit Trail identifies the history and routing of the transaction. The tab is not available until viewing or entering a transaction.
Jobs Set

The Jobs Set is a tab that shows each position in the adjustment being viewed or available in the current calc for the employee. Multiple jobs may exist for some employees. Jobs highlighted in red indicate jobs with pending or actual payroll data adjustments.

PAIRS Introduction and Navigational Tour

Pay Event

Expanding the according next to each job will display the Pay Event information section for the expanded job as it appears (or will appear) in PHAHOUR.

  • When viewing historical transactions, a red warning message reminds you that the transaction being viewed cannot be edited, so a new transaction would be needed.
  • First, information identifying the pay period and the job will display.
  • Exception Time Processing will show an indicator if the employee is exempt and would be reporting leave rather than hours worked.

PAIRS Introduction and Navigational Tour

Earnings History

The Earnings History area of the Jobs Set is just below the Pay Event information. This section will identify the Earnings Code(s) on the pay event for the job being adjusted or viewed. Each Earnings Code will have a separate Earnings History section.

  • Hourly employees will display dates with the hours breakdown (CS Non-Exempt/Positive). Red indicates what the user adjusted, and the line below (in gray) indicates the original pay information in Banner at the time the adjustment was completed. Green indicates system changes based on what was adjusted by the user.

PAIRS Introduction and Navigational Tour

Positive Time Entry will show only what was submitted. If no timesheet was submitted, no hours or earnings will display for that position.

PAIRS Introduction and Navigational Tour

  • Exempt employees will display the default regular hours along with any exception time reported. Note the “Exception Time Processing” indicator is checked. This indicator shows that regular earnings will automatically be reduced by exception time reported.

PAIRS Introduction and Navigational Tour

If an employee has multiple earnings codes, each code will have its own Earnings History section. Earnings are identified as being Cash Earnings, if the earnings will Reduce Regular Pay, and if they are System Generated (by Banner). Cash and Non-Cash earnings are totaled at the bottom of the page.

PAIRS Introduction and Navigational Tour

Conclusion

This navigational tour was designed to give the user a basic understanding of how to move within the PARIS application and what functionality to expect from within the various areas. Please refer to the training materials developed for how to process the various types of adjustments.




Keywords:PARIS, adjustment, overview pairs   Doc ID:119821
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-07-20 11:37 CDTUpdated:2022-09-22 12:11 CDT
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/upb-pairs-introduction-and-navigational-tour
Feedback:  0   0