Run the Actions Report to identify employees who may have a missing or incorrect ACA Status Code. To update the ACA status code, refer to the Planned Working Time – Change Existing Record procedure.
Run a Periodic Increment and Longevity Increase Projection Report to identify employees receiving a Periodic Increment on a mid-period date (any date other than the first day of the pay period). Then run the Flexible Employee Data Report to identify any mid-period PID employees who are also on a 24/7 schedule. Create Schedule Substitutions for the entire period to avoid an error.
Attend the Personnel Payroll Association (PPA) meeting. Visit the PPA website for details on time, date, and location. Sign up for the OFM dl SWA Contacts distribution list by emailing OFM Statewide Accounting at OFMAccounting@ofm.wa.gov to receive meeting agendas and handouts.
Audit employees with leave without pay for potential date adjustments. Refer to collective bargaining agreements and WAC 357 (or historical documentation as needed) for details on when date adjustments are needed and what criteria to consider. To correct a Date Specifications (0041) infotype record, refer to the Date Specifications - Copy and Update Record user procedure. To adjust a Next Inc Date in the Basic Pay (0008) infotype record, refer to the Basic Pay - Add Next Increase Date user procedure.
Mid-Oct - 1st 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.
Late-Oct - Create an internal checklist cutoff calendar to identify agency deadlines and create a communication plan for items such as:
Mid-Nov - 2nd 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.
Nov - Attend the Year-End Personnel Payroll Association (PPA) meeting. Visit the PPA website for details on time, date, and location. Sign up for the OFM dl SWA Contacts distribution list by emailing OFM Statewide Accounting at OFMAccounting@ofm.wa.gov to receive meeting agendas and handouts.
Early-Nov - Remind employees of PEBB Annual Open Enrollment, including items such as:
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.