Mid-Nov - Remind employees to update their mailing address for accurate W-2 mailings. Address changes can be made through MyPortal or the Addresses (0006) infotype. Refer to the Addresses user procedures.
Run the Payroll Journal Voucher Report to display records of money being transferred between agencies or out of HRMS as a result of payroll processing. This report will assist in reconciliation of GLs 1324, 5180, and 5187. Be sure to utilize the Report IDs 13 and 14 to identify mid-period transfers.
Run the Payroll Posting Report to check for accounting or funding discrepancies in payroll processing. This report will assist in reconciliation of GLS 1324, 5124, 5145, 5180, 5181, 5183, 5187, 5189, and 5199.
Run the Display Stored Payroll Results if you find an employee who is out of balance. This will allow you to look at the detail of what was processing, any arrears activity, and if there is retroactivity that may need to be accounted for.
Run the Wage Type Reporter to ensure the wage types processing are in accordance with your expectation. Run this report for Wage Type 3005 - Garnishment: Writs to assist in balancing GL 5189.
1st Week in Jan - Deadline for Manual Year-to-Date (YTD) adjustments for previous calendar year to be entered into HRMS. REMINDER: This cutoff will also include manual adjustments for other state withholding taxes.
2nd Week in Jan - Target date for new LNI Rate implementation. Once implemented, agencies will need to verify rates.
2nd Week in Jan - OFM will initiate statewide W-2 processing.
Mid-Feb - Hold an internal agency year-end debriefing meeting. Document lessons learned during year end in preparation for the next year-end.
Late-Dec - 3rd run of EVS Verification Failure Report to check for employees who have a mismatch in their SSN or Name provided. Work with your Personnel Administration Processor to make any corrections on the Personal Data (0002) infotype, refer to the Personal Data - Change Existing Record procedure.