Greetings all; It is with some sadness, but also with some pride, that I write today. As I am sure you are all aware that, with PPS processing of the 2020 W2s, we have reached the end of payroll processing for the University of California in PPS. We will be continuing to provide inquiry access to the data and as a part of our Mainframe decommissioning project will be moving key data to a new archive solution.
Greetings; We have received the above release for installation at UCSF and UCSD for the W2 processing for tax year 2020.
This year's changes are minimal, and only impact the campuses above. The change will report FFCRA related income in box 14, replacing the imputed income line in box 14.
The changes have been tested and reviewed by Tax Services and only impact the reporting of PPS income in 2020.
Greetings; With the end of life for PPS rapidly approaching, we have determined that the PPS Web Account tool is no longer required.
As you are aware the tool allowed campus payroll departments to add or remove staff to or from the authorized PPS users list.
Since we have seen very low activity with the tool subsequent to campus conversion to UCPath we feel that the actions can be performed centrally here at UCOP and that the tool itself can be decommissioned.
Greetings; The above release has been created for PPS implementation for all locations using PPS currently. This release implements the required DOS codes, and a new module to record usage of the new codes.
Please notify me of your approval for this release.
If you have questions, or concerns please let us know.
Greetings; We have received an update for the ACA reporting processing for 2019 which will change the rates reflected on the 1095-C forms for Post-Doc employees.
This is a normal required update for ACA processing and no actions are required on your part.
Greetings; We have received the annual update for advance benefits rates for 2020. This is a normal part of the annual year end and will be applied on 12/9/2019.
Greetings; The above release is in support of Open Enrollment 2020 and installs the following GTN for use in support of the AFLAC programs offered this year. There is no functional change associated with this as the enrollments are handled by the vendor.
The new GTN are: 760 - AFLAC accident 761 - AFLAC Hospital indemnity 762 - AFLAC Critical illness
Greetings; Pursuant with a request from the UPTE union, and consistent with the agreement with that union, we have received an update to the Monthly cap for Dues. This change will raise the caps as follows: RX - Cap will be $85 RT - Cap will be $85 HX - Cap will be $90
Greetings; This notice is to inform you that we have received the W2 changes for this year. The only change this year is to the forms, and there is no functional change to the processing of W2 information.
The change will be installed officially tonight in production.
Good afternoon; We have become aware that all Hosted PPS regions are having difficulty with the PPS web based functions. This is a result of system changes made over the weekend and we are trying to reverse them to restore functionality.
Until we manage that your PPS Green Screen functions still work, it is only the PPS Web based functions that are down.
All; Late yesterday we determined that this outage was created when a new security certificate was installed but the rollout was incomplete. All PPS Web access, PPS E-transfer, and TRS functions should not be working.
Thanks!
Christopher
-----Original Message----- From: UC Payroll Release Distribution Notes <[log in to unmask]> On Behalf Of Christopher Scott Sent: Monday, October 28, 2019 2:50 PM To: [log in to unmask] Subject: Notice - PPS Web functions
Correction; The functions should now be working as expected.
Thanks!
Christopher
-----Original Message----- From: UC Payroll Release Distribution Notes <[log in to unmask]> On Behalf Of Christopher Scott Sent: Tuesday, October 29, 2019 9:06 AM To: [log in to unmask] Subject: Re: Notice - PPS Web functions
All; Late yesterday we determined that this outage was created when a new security certificate was installed but the rollout was incomplete. All PPS Web access, PPS E-transfer, and TRS functions should not be working.
Greetings; We have the above release in hand for all PPS locations. While I am requesting approval for the release it is mandatory that we install it.
Background: By California law we are required to file an electronic file of new employees of the University within 20 days of the hire. We support this through a process in PPS (New Employee Report - NER). Recently the EDD has started to reject these files because information contained in them is not up to their standards.
All; We have this release in hand for installation at all PPS locations. At this time the only requirement is that you provide us a sequence number for the new DOS code.
Please send you reply to myself, or to the analyst for your location.
As always, questions, comments, concerns should be directed to us for response.
Greetings! This note is to let you know that we are installing an extension to PPS to allow extract of PPS earnings data from PPS post conversion for UCPath to use for calculation of lump sum payments and other related efforts, as needed.
This release has no impact on your operations.
As always questions, comments, concerns, or nice notes are welcome.
Greetings! Pursuant to the agreements with UPTE we have received and will install the H&W rates for the above units, at all applicable locations. We plan to install them on schedule on 9/9/19 for the current BW cycle.
No actions are needed from you at this time. However, if you have questions, comments, concerns, or just want to see if there is really a person responding, please let us know.
Greetings; We have received this above release for immediate installation to all locations having a need. This release establishes the DOS codes PCO, PSO, and SRO for overtime pay.
Upon receipt of this communication please do the following: 1) Approve it (if applicable) 2) Indicate what sequence number you would like used.
As always call us with any questions, comments, or concerns.
Greetings; This e-mail is to notify you that we will install the changes to the LX bargaining unit Health and Welfare rate as specified in the Tentative Agreement ratified on April 1, 2019.
The effective date of these changes means that they will be applicable starting with the Bi-weekly cycle for PPE 6/1/2019.
Greetings; We have received this release to set the NIH salary cap value to $192,300.00 in compliance with the Guidance on Salary Limitation for Grants and Cooperative Agreements.
We expect to apply this on Friday Evening 5/10/2019 for all impacted locations.
If you have questions, comments or concerns please let us know.
Greetings; We have received the above release, which contains the information needed to create IX lump sum payments per the agreement between IX and the University. From the original request:
Effective February 26, 2016, the IX entered into a collective bargaining agreement with the UC. According to the terms of the Collective Bargaining agreement with IX, all eligible NSF IX unit employees who have an active bargaining unit appointment during the 2018-2019 payout year will receive a one-time, non-retirement eligible lump sum payment equal to five percent (5%) of base earnings in the bargaining unit for service year July 1,
Good Morning! We have received the above release for implementation.
As indicated in the release notes this change implements conditions of our contract with the NX in regard to the default of disclosure flags for home address, home phone number, personal cell phone and personal email address.
This change has no functional impact on payroll processing.
Greetings! We have received the 2019 rate changes for deductions taken in arrears. In specific this release contains the following items, which will be applied in January per the Year End document this is task "CTL Update - Apply Arrears Updates.
Rates in this release: Voluntary Short-Term Disability Voluntary Long-Term Disability Postdoc Scholars Workers’ Compensation Postdoc Life and AD&D
Greetings; As promised we now have the Tax Table Updates for Federal Taxes 2019. These control updates will be applied as part of the annual "Freeze" of the EDB preparing for the roll over into the next calendar year.
Greetings! We have received a release for the ACA reporting process to be used for this year. This release addresses two items as part of that process: 1) We are updating the Post Doc rate on the 1095-C form 2) We are changing the process used for resident (medical and other) to allow for the new self-insured plan and dependent data. For the locations that this impacts there has been communication to the medical centers about the changes.
Greetings; As is usual for this time of year we have received the 2019 updates for W-2 processing. Approval is required for us to install to your location, and prompt attention to this will be appreciated.
This release does the following for this years W-2: 1) Modifies the W-2 forms to show 2018 from 2017. 2) Updates the W-2 file sent to the Federal Government to capture Income from Qualified Equity Grants Under Section 83(i) 3) Updates teh W-2 file sent to the Federal Government to Aggregate Deferrals Under Section 83(i) Elections as of the Close of the Calendar Year
Greetings; As happens every year we are now in receipt of the annual updates to be applied to address the needs below. These control updates will be applied as part of the annual "Freeze" of the EDB preparing for the roll over into the next calendar year.
In specific this release contains the following: 1) The 2019 maximum employee contribution to the HSA and maximum employee contribution to the health FSA. 2) The 2019 rates for qualified transportation and parking. 3) The 2019 403(b) and 457(b) plan elective deferral rates and catch-up limits. 4) The increase in OASDI taxable wage
We have received this release to accommodate the new California Minimum Wage of $12 / Hour. As is normal with this type of release the release needs to be installed and updates to the employees created and applied prior to the execution of the Bi-Weekly compute for Pay Period End 1/12/2019. Clearly we have a little time here, but the sooner you approve and contact your campus support analyst to coordinate the update the better.
Greetings; By now you have all reviewed your calendar year end schedule and have seen the task related to this update. This is Base Step 6 on that list and represents the update with the new 2019 rates for medical, dental, vision, and legal plans covering represented and unrepresented employees plus post-doctoral scholars.
Greetings; We have received the above release for immediate installation. As it stands now the previous version of this process is causing complaints from the Bargaining Units by not providing enough requested information. Installation of this release as soon as possible will allow us to address the complaints.
Functionally this release will not have any impact on campus operations.
We have received a new DOS code for general release. The new code is LEC and is intended to use to indicate pay created when employees were not working during emergencies.
As is usual with this kind of release, we would like you to provide a sequence number for the item.
All; I must apologize to you for this, but when we implement this for your location we will also need a liability FAU.
Thanks!
Christopher Scott
-----Original Message----- From: UC Payroll Release Distribution Notes <[log in to unmask]> On Behalf Of Christopher Scott Sent: Wednesday, November 21, 2018 11:52 AM To: [log in to unmask] Subject: Notice of Update - R2350 - IX COPE Fund GTN
Greetings; We have received the above release for immediate installation. This code will accommodate employee mortgage loan borrowers who have to impute income on the spread between the MOP loan rate charged and the average AFR rate.
Please respond to this notice with the sequence number you would like us to apply to this code.
Greetings; This release will change the information provided to the State of California Controllers office. The change to the annual file we provide that office will report only the normal pension cost in the “Defined Benefit: Employer’s Share” column. Unfunded liability payments will be excluded.
The release is date mandated, ans so we would like to install for all locations as soon as possible.
Greetings; We have received an update request from Payroll Coordination to add the DOS code FBR for all locations. This code is needed to comply with changes to the tax code suspending the federal exclusion for qualified moving expense reimbursements.
Please send us the sequence number you would like applied for this DOS code, so that when we apply the new code it will fall as desired in the processing.
Greetings! We have received the above release for installation. Per the documentation the primary functional impact will be that benefit eligibility for opposite sex domestic partnerships by is being modified by applying the same criteria used for same sex domestic partnerships.
Per the release documentation this needs to be installed prior to processing of the 2019 open enrollment activity, around the first of December 2018.
Greetings; The above update will be applied for Hosted campuses, who have the NX unit, on 10/20/2018. This action is being taken in compliance with The NX Tentative Agreement (TA) as ratified on 9/28/18.
These rates are to be effective starting with the pay cycle ending 11/3/2018.
We have been notified that there are issues with accessing CICS for PPS for all hosted campuses this morning. We have engaged the Mainframe Support teams and are actively attempting to restore access.
We will send out updates as more information is available.
Greetings; We have received the transactions to correct the Dues Cap for the HX unit, per the discussions with the union to lower the cap from $85 to $80.
We will apply the changes to ensure that they new rate in in place for the Bi-Weekly compute period ending 9/8/18. We expect to apply the change on the evening of 9/10/18. If your location does not have HX employees there will be no impact to your location.
Greetings; This note is a follow up to previous notifications on this subject.
We have received communications from UC Labor Relations regarding the refunds of Agency Fees for the CX/PA/K6/K8/K9 units. These refunds were created and have been staged to be taken into the next scheduled edits for the appropriate cycles (BW & MO).
Greetings all! At this time we have received communications from UC Labor Relations regarding the refunds of Agency Fees for the IX & LX units. These refunds were created and have been staged to be taken into the first edits for the appropriate cycles (BW & MO).
Where the unions indicated that there was an expectation of Dues being paid for an employee, as small number for most locations, the appropriate DS transaction was included. For these employees you will see a RF transaction, and then a DS transaction in the same batch.
Greetings; The above release creates a DOS code (RST) pursuant to the bargaining agreement with the Federated University Police Officers’ Association (FUPOA). That agreement established a system wide response team.
For our part, to install this DOS code for your location, we will need a priority number for the DOS code.
If you are not part of this agreement, we will not implement this DOS code for your location.
Greetings all; This release contains a request to create a report of the information used in 2017 to generate the CX lump sum payment. As this is a historic report and the requirements are that we create the report using as close to the actual information on the employee database at the time the original payment was created we will be performing this process outside of the normal production environments.
Greetings; We have received the above release for installation per the instructions for install for all locations.
This release will make the following control table updates: Update the 401(a) (17) Annual Compensation Limits and the California Public Employees’ Pension Reform Act (PEPRA) Compensation Limits FY 18/19 (2018 rates). Update the CalPERS State Employer rate with the 2018-2019 fiscal year rates. Update the FY 2017-18 UCRP Supplemental Principal & Interest Assessment Rates. Update the Other Post-employment Benefits Rate (OPEB) for Fiscal Year 2018/19. Update the PERS Survivor with the new rate for FY 2018/19 of $5.35.
Greetings; We have received the above release for installation at all hosted locations. This release, while not urgent, does address some processing issues in PPS with regard to core medical processing.
In specific, as is called out in the release, is changing PPS so that employees are not de-enrolled from their current plans when their BELI changes. In addition this release will reduce the number of employees who get "stuck" in default plans as a result of their PIE being changed before they enroll in a plan.
Greetings; As you are aware California Assembly Bill 119 was signed into law effective July 1, 2017. The law requires the University to disclose employee personal contact information and work access information to Employee Organizations for represented employees. The new law also requires the University to implement a means to collect this additional information.
Greetings; We have received the above for installation to all locations. From the letter: "UC Labor Relations has announced it will impose a new contract on bargaining unit SX effective 7/1/2018. Under the terms of the new contract, SX will begin to participate in the Retirement Choice Program beginning 7/1/2018 and will begin paying the same Health & Welfare Rates as unrepresented employees effective with July 2018 earnings."
Greetings! We have received this not urgent upgrade to PPS reporting for installation. Functionally this release will update the content of the PPP004-33 report which lists title code information. This release will show on-call and shift differential rates for MSP titles.
Please respond with your approval for installation, as usual.
Also, comments, concerns, or questions may be directed to us for rapid response!
Greetings; We have received a bundle of fixes from the development team intended to reduce failures in PPS. These primarily impact the overnight batch processing and do not have functional impact. Implementation of the changes will allow for the on-call PPS Support team to get a litte extra sleep so that they can be awake to respond to client requests during normal business hours.
Greetings; The above release addresses the 2018 UPTE HX monthly Dues Cap. Changing it to $85.00 effective with the pay cycle for work performed entirely in May 2018.
As the target pay cycles are processing this week we will install the changes, tonight for all locations with HX units.
As always if you have questions, comments, or concerns, please let us know.
Greetings! We have received the above release for all locations. This release provides support for the FBT DOS Code, which I am given to understand many of you would like implemented ASAP.
As this is an urgent release your attention to the approvals will help.
As always, questions, comments or concerns should be sent to us for resolution.
Greetings; In its Internal Revenue Bulletin No. 2018–27, released April 26, the IRS reinstated the $6900 contribution limit for family coverage for tax year 2018.
We will be applying this for you as soon as we can. No actions are required on your part.
Greetings; The above release impacts those locations with IX employees. The release contains supporting information to help drive an IX lump sum payment, per the IX Agreement ratified on February 26, 2016.
If your location is impacted by this your local support analyst will notify you and coordinate the process execution.
Please note that this Lump Sum payment is mandated to be paid in the MO compute paying on: • June 1, 2018 for semester paid employees. • July 1, 2018 for quarter paid employees.
Greetings; We have received the above release for urgent implementation. The function of the change is to ensure that enough information is provided on corrections and adjustments to UCRS in regard to the new retirement tiers. The change is considered urgent because the current flow of information is considered inadequate.
As many of you know this release was provided for installation on 4/19/2018 for all locations. This release continues the modifications regarding charging of interest to funds that are not authorized to pay for interest.
These changes are technically minor, and have no functions impact that we are aware of.
We plan to install this as quickly as is possible to prevent problems with expense distribution at the end of May.
Greetings! We have received the above release for installation at all locations. The change implemented here is to create a new field that reflects the Vesting Start Date on screen ECEN.
There are no process changes associated with the new information, as far as we are aware.
Greetings; We have received the above release for immediate installation. The IRS has issued Internal Revenue Bulletin No. 2018–10, released March 5, reducing the contribution limit for family coverage from $6900 to $6850 for tax year 2018, owing to recent legislation that changed which CPI is used for determining annual limit increases.
Greetings; The above release will be installed as quickly as possible to bring the university in compliance with the contract language regarding the DX unit.
This is a simple control table update and will have no immediate impact on functional process. As with other bargaining units the update will cause dues to be added back onto appropriate positions when an employee in the DX unit separates and then rehires with the university.
Greetings; The above release has been issued to address the UCRP Supplemental assessment for the STIP Note and External Financing covers debt service on advances made to UCRP. The assessment may not charge service interest to Federal Funds, and so the processing in PPS has been modified to address this.
We have been asked to install these changes to impact earnings paid in April. Since the March Monthly payroll pays on 3/29/2018 this will be scheduled for installation to affect the Bi-Weekly pay cycle March 11, 2018 through March 24, 2018, which pays on April 4, 2018.
To all Hosted Campuses. We have determined that the release schedule for this change is incorrect. The release is not required for the MO pay cycle ending 3/31. Instead the first impacted pay cycle is the Bi-Weekly cycle scheduled to end on 4/7/2018 and paying on 4/18/18.
We will be holding the installation of this change until next week to allow us some additional time for testing.
The above release has been received for implementation at all active locations. It addresses an error where employees who changed their medical plan from the UC Health Savings Plan (HSP) to a different plan (during open enrollment) were still getting HSA deductions in their January checks.
Functionally this has no impact on local processes.
As you are no doubt aware this release is in progress. In the communications from UCOP Payroll Coordination it was requested that you notify my office as to your approval. Further review of the release indicated that we also need a verification from your local IT staff that the changes to the PER and CMP tables either does not impact you, or your local systems have been modified to accept the changed data.
Greetings! Release 2315 makes corrections to the New Hire Reporting to the state of California. In specific this change will address the following specific areas in the data that the EDD has issued complaints about.
1. Employee name (either first or last) is missing or only 1 character 2. Employee’s address doesn’t start with a number
Greetings; This release was received by Hosted Applications for implementation on 1/17/18. The actual update was performed for all locations last night.
Greetings; We have received the updates for FUPOA dues for 2018. These rates reflect the requested rates from the union and will be applied before we run the Bi-Weekly computes for the BW: Pay Period: December 31, 2017 – January 13, 2018 Pay Date: January 24, 2018.
You do not have to take any actions in regard to this, but should be aware of the release.
As is usual at this time of year we have received the California Tax updates for 2018. These updates will be applied along with the other activities in the annual calendar year end freeze.
If you need additional information, have questions or other concerns, please let us know.
Correction please: As currently scheduled this will be run on 1/9/2018 after the final December earnings contained in the final Bi-weekly compute for 2017.
Thanks!
Christopher
-----Original Message----- From: UC Payroll Release Distribution Notes [mailto:[log in to unmask]] On Behalf Of Christopher Scott Sent: Thursday, December 14, 2017 12:13 PM To: [log in to unmask] Subject: Notice of Update - R2306 - Open Enrollment 2018: Payroll Rate Arrears Transactions
As is usual at the end of the year we have received the control table updates for the above. These transactions will be applied with your end of year freeze.
As always if you have questions, comments or concerns, feel free to reach out to us about this or any other matters.
PPS development has released a program to assist you in implementation of the 2018 minimum wage. This program will create a set of update transactions to generate transactions updating pay rates for employees with distribution rates below $10.50/hour.
As is normal for programs of this type the process creates four files that are used to support the change. These are a file of transactions to be used as input to EDB maintenance, a file containing costing transactions, a control and warnings report and a tab-delimited file with the details.
The above release has been delivered as part of the preparations for UCPath conversions. As was noted in the release documents this modificaiton to PPS is intended to ONLY be applied to locations that convert to UCPath, and which continue to require some level of access to PPS information post conversion.
As is customary at this time of year we have received the above release for installation to all hosted campuses. As you are aware this release will update the new 2018 rates for medical, dental, vision, and legal plans covering represented and unrepresented employees plus post-doctoral scholars.
This update will be applied on or before 12/6/2017 for all locations and you will receive the normal reporting.
Greetings! As is traditional for the time of year we have now received the annual W-2 change release.
This release contains the usual forms changes to change the year and changes the contents of Box 14. Some Tier 2016 deductions will not be reflected as DC Choice not UCRP.
As always your prompt approval will be used to implement these changes before we being W-2 processing for the 2017 tax year.
This is a friendly reminder that we have provided year end schedule information for all hosted campuses. As we rapidly approach the end of 2017 Hosted Applications would like to load your schedule into AJS as soon as possible, so that we can make sure that all of the scheduled activity happens on schedule.
We have received the above release for installation at all hosted campuses. The effect of this release is to capture and correctly report medical coverage for the new UC self insured plans from 2017 on the ACA files used for creation of the 1095-C forms in January.
By approving this release you will ensure that the documents created for your employees will be correct in 2017 tax reporting.
Greetings! This release addresses three PPS issues that were identified as needing base PPS changes.
- The IBN2 screen processing has been changed to prevent incorrect Legal Coverage End Dates from being displayed. - There has been a change that prevents PPS failures when an history index is missing. - There has been a change to the way we track months with three Bi-Weekly pay cycles in them.
Greetings all; This release changes the way the report of employees who had not selected retire options under the 2017 retirement tier are selected. In specific it addresses the cases where an employee was incorrectly identified as in this state by extending the wait to 95 days from the 90 days originally specified.
Greetings; This release provides the basic coding to support a generalized lump sum process, for when a lump sum payment is required for employees. In and of itself it provides no change to your functional processing. When used the process does produce reporting and transactions to support one time payments.
Greetings! For the campuses who have BX and PX units we have received the above release to update the Fair Share Fee and Conscientious Objectors payroll deduction amounts as follows:
For the covered BX Unit decrease the Fair Share Fee and Conscientious Objectors payroll deduction amount from 1.20% to 1.16%. For the covered PX unit decrease the Fair Share Fee and Conscientious Objectors payroll deduction amount from 1.22% to 1.17%.
Greetings! We have received the above release for installation and execution for all impacted campuses. This release provides a one use program that will accept a file of employees from Welch Consulting to create DOL settlement payments for employees at each location. The intent is to pay these payments with the Bi-Weekly cycle paying 9/6/2017.
Greetings! We have received the above release for installation prior to the execution of Monthly Maintenance to start August 2017.
The release changes the way that PPS determines the leave accrual code passed to CPS. The logic to derive the CPS leave accrual codes has been changed as follows: • The sick leave accrual code will be B if the appointment is not subject to leave accrual (appointment leave accrual codes E, N or blank). Otherwise it will be A. • The vacation leave accrual will be the same as the appointment leave accrual code.
We have received the above update to the DOS table for immediate installation at all locations. This modification raises the calculation of rate for the DOS codes OTH and OTP to .501.
It will be installed in production on 7/14/2017.
As always questions, comments and concerns are welcome.
Greetings; We have received a release containing the DOS codes to be used for the DOL settlement payments. By now you should have the functional discussion of the new DOS codes in hand.
Please send us a note containing the priority codes to be used for the new DOS codes OTA (Overtime Adjustment) and LQD (Liquidated Damages).
We have received the system parameter table updates for the new fiscal year. In specific the PERS Employer Contribution rate, The UCRP Supplemental Assessment rate and the OPEB rate for FY 2017-18. Additionally, the Gross–to-Net Table is being updated with the new rate of $5.20 for the 2017-18 fiscal year CalPERS 1959 Survivor Rate.
Greetings; This release will correct the 401(a)(17) Annual Compensation Limit for the Fiscal Year beginning July 1, 2014.
The release requests this be installed before any computes with July earnings are processed. We will be installing the update as soon as possible.
The new limits are as follows: FYTD Retirement Max (prior to July 1, 1994) $400,000.00 FYTD Retirement Max $270,000.00 FYTD Covered Compensation Limit P (Coordinated with Social Security $118,775.00 FYTD Covered Compensation Limit Q (Not Coordinated with Social Security $142,530.00
Greetings; We have received the above release for urgent deployment to all campuses. This release modifes the Dues Movement process so that an employee enrolled in AFT dues (IX or LX) will not be enrolled in unrepresented dues when the employee moves to an unrepresented position.
In order for this functionality to be in place as agreed it must be installed before Monthly Maintenance processing to end June 2017 and beging July 2017. As such the approvals and installation are considered urgent.
Greetings! We have received the above release for immediate installation at all locations. The change will remove the ERIT program end date, currently 6/30/17.
This has no functional impact at locations, other than preventing problems with ERIT participation past 6/30/17.
Please approve install as soon as possible.
As always questions, comments and concerns should be directed to us.
Greetings all; We have received the above release to install on or before 4/25/2017. As is noted in the release notes this DOS code will be used for Coaches Non Base pay.
Please note that when you approve this we will also need a DOS Sequence number for your campus.
Greetings; We have received the above release for installation prior to Year end 2017.
The release will correct an error found at the end of 2016, wherein The Work Number reported that certain employees’ 2016 and 2017 YTD earnings were incorrectly stated. This error being caused by pay periods in 2016 with pay dates in 2017.
Greetings! As was noted in the release notes there is an option in the new VOE code that allows you to do a mass opt out by title code as part of your installation.
You do not have to use this function, but it is available.
If you have local title codes that you believe should be mass opted out of VOE, please notify myself or your campus analyst so we can get the ball rolling. We would like to wrap up the installation and implementation of this function in the next month or so.
Greetings; As promised some time back we have now received the updates to the VOE process allowing students to opt in and employees to opt out of the program. This release includes a process whereby a mass opt-out by title code can be performed, should this be needed.
Further this change will resolve a problem found with the original releases where some data for separated non-student employees was not being sent to TWN.
The above release has been installed for all campuses.
Please note that this release had a one time process to create EDB updates. If you have any such transactions they will be applied this evening in your EDB update process, and you will see them in your reporting tomorrow morning.
Greetings; We have received a small release which modifies the display of the YTD earnings on employees’ electronic and paper earnings statements
This will allow for those employees who make more than $1,000,000 in a year to see the correct balances on their documents.
While this is not time critical, we would like to install this as soon as possible to ensure that any highly compensated employees do not have problems.
Greetings; Due to an oversight of my vacation this notice is being sent after installation.
This release will modify the way that the derivation of the FLSA status code is performed. With this release the FLSA automatic re-derivation will be more highly restricted.
The changes were discussed in a functional release from Mr. Espinoza.
Greetings! We have the above release and are preparing it for install for all Hosted Campuses. Please note that this is a more complex release than expected so we are taking a bit more care with the changes. Currently we do not have a target install date scheduled, but are looking for an install on 2/21/17.
Greetings! We have received the above rate change which will increase the Dues, Fees & Conscientious Objector (CO) Cap to $100.00 for the AFT represented employees in the IX and LX Units.
It will be installed tonight (2-15-17) for all campuses with employees covered under the system wide contracts,
As always if you have comments, questions or concerns, please let us know.
The execution of this process to generate the LX lump sum payment transactions was executed on your behalf, but the information used to create the transactions excluded the December 2016 Monthly and final Bi-weekly for 2016 computes. As a result the information provided was incomplete.
We are reviewing the execution and will re-create the transactions for you on Friday 1/20/17.
Yes, these files have been recreated and the campuses should have been notified they were available.
Thanks!
Christopher Scott
-----Original Message----- From: Jaime Espinoza Sent: Friday, January 20, 2017 2:03 PM To: [log in to unmask]; Christopher Scott Subject: RE: R2268 - LX Lump Sum Payment
APO is asking if the new file have been produced.
Thanks, Jaime
-----Original Message----- From: UC Payroll Release Distribution Notes [mailto:[log in to unmask]] On Behalf Of Christopher Scott Sent: Thursday, January 19, 2017 9:17 PM To: [log in to unmask] Subject: R2268 - LX Lump Sum Payment
Greetings! We have received the rate updates above for immediate application to affected campuses. The change will raise the UPTE monthly caps for the Dues/Fee/CO Charities to $75.00 for the HX, RX and TX UPTE units.
These rate changes will be applied 1/19/2017 to insure that all impacted computes are covered.
We have received the above release for implementation and processing at all campuses with LX units. As you are aware we have an agreement with the LX unit ratified on November 15, 2016. Under the terms of that agreement a lump sum is required in the MO compute for January 2017.
Greetings! We have received the update noted above for immediate application for all campuses. This update will raise the 2017 AFSCME Cap from $74.51 to $78.74 effective with January 2017 earnings.
We plan to apply these increases for all hosted campuses on 1/12/2017 and you will see them on your reports on the morning of 1/13/2017.
We have encountered an error in the installation plan for the changes to support 2017 disability plans. As such the entire install, which had been scheduled for 1/10/2017 will be delayed until 1/11/2017.
This means the plans will not be operational until that time.
It also means that local processing, which may expect changes to the TOE or reporting will not receive data related to the new plans until after processing for 1/11/2017.
Happy New Year; We have received the above release for installation between 1/10/2017 and 1/13/2017. The release will set the default FLSA code to non-exempt for five new academic titles, and will also add one new Post Doc title code to the system.
The release must be installed after the 2017 Disability changes and before any computes for January 2017 pay cycles.
Happy Holidays; This table update will modify the GTN attributes for the Dues/Fees/Conscientious Objector GTNs associated with the BX, CX, DX PA and PX bargaining units to “BLANK” so union deductions do not stop at termination.
This change was released for immediate installation to prevent any further issues with these deductions, and to prevent issues for the Unions.
As you might have expected we have received the annual W2 related release for 2016. The changes, excerpted below, do not require any functional changes at the locations.
. Modify the laser printed Form W-2 year displayed to 2016. . Add 2016 Tier Retirement Codes T, C, 7, 8, and D to the existing retirement code values, which are picked up when setting the employee’s Qualified Pension Indicator for the W-2 process. . Collect the new 2016 Pension Tier GTNs (722, 724, 728 and 748) into the UCRP Amount and report them in Box 14 of the 2016
As promised we have received the above release to address a couple of issues arising from the original Tier 2016 release. As was summarized in the communications from Payroll Coordination the release accomplishes the following: 1. Three new fields are added to the ECEN function. a. UCRP Election End date (EDB0797) b. UCRP Fidelity Election (EDB0786) c. UCRP Election Date (EDB0792). 2. The fidelity ID has been added to the IRTR function. 3. Reports PPP5911 & PPP5912 have been modified to include PEPRA CCL values P & Q. 4. Creates a new report to track employees whose retirement
We have received 2017 updates to the following rates: Post-Doc Workers Compensation Basic Disability Voluntary Short Term Disability Voluntary Long Term Disability
The timing of these items is such that we plan to apply them on January 9, 2017 which is after all hosted campuses have completed Monthly Reporting but is before pay for any pay periods in 2017.
Greetings; We have received the second of the two ACA reporting releases for 2016 for installation at all campuses.
This release, which is required before ACA processing in January 2017, focuses on the following changes: • Allows correct processing Secondary Status Qualification codes (EDB0242): Value 98 – Ineligible 17.5 Hours Standard (new for 2016) Value 99 – No ACA Hours (different meaning for 2016) • Include the extra month of self-insured health care coverage for the 1095-C for retirees and employees with separation reason codes KA and IT. • Add the 1095-C Consent Indicator to the file that populates the
Greetings; We have received the above release for immediate installation. The change modifies the Disability plans available system-wide as follows: 1. There will be three different plans instead of two. 2. The current Supplemental disability plan is being discontinued. 3. The are two new employee-paid plans: Voluntary Short-term Disability (VSTD) and Voluntary Long-term Disability (VLTD). 4. The UC-paid (Basic) plan will remain. 5. Each plan will have only one waiting period. 6. Retirement system membership will no longer be required to participate; instead, any BELI 1- 4 employee will be eligible for all the disability plans.
Greetings; We have received the above release for immediate installation. The change corrects a problem with Union dues being collected when an employee's check is drawn on the first day of a month.
This change must be installed prior to the changes for Disability coverage for 2017 and should be installed as soon as possible for all campuses.
Greetings! We have received this release for implementation at all Hosted locations. As is usual with this kind of release we have a program that will create transactions to adjust employees to the new minimum wadge starting in 2017.
We need your approval and support for scheduling this release implementation.
Note that this release must be applied before your run time sheets to open the first Bi-weekly cycle paying in 2017.
As we do every year the release containing the benefit rates for next year. This release will update the new 2017 rates for medical, dental, vision, and legal plans covering represented and unrepresented employees plus post-doctoral scholars. Additionally Supplemental life insurance rates will be updated.
As is normal with these kinds of releases we will be installing these transactions on 12/2/2016 to insure they are present before any compute activity including one or more days in December are processed.
We have received the above release for installation at all campuses. In simple terms this release enables the new medical plans for 2017 and moves any employees on the old plans off of the, For Blue Shield the employee will be moved to Blue Cross.
The release is to be installed with one times and queries executed After Monthly Maintenance to begin December, and the one time processes will run after the application of the first wave of OE transactions, but before the computes for December Earnings.
We have received this release for immediate installation at all campuses. The changes in this release related to problem reports submitted by campuses after the Tier 2016 release was installed. The changes in this release do not require campus personnel to make changes in the way that they perform their work, but will change some data associated with tier 2016.
Greetings all! We have received the annual FUPOA dues updates for immediate installation. These will be applied for affected campuses on 11/15/2016 and you will see the reports on 11/16/2016.
As always if you have any questions, comments or concerns please let us know.
Greetings; We have received the above release for install.
This release supports the creation of academic, non-exempt positions in line with the recent DOL changes. This release further provides support for the factor accruals for bi-weekly (non-exempt) academic appointments.
With your approval we intend to install this release no later than 12/06/2016, and likely as early as 11/21/2016.
We received the above release for implementation at all campuses prior to the ACA Standard measurement process, currently scheduled for November 21, 2016. The release makes changes, outlined in SR101232, regarding the functioning of the standard measurement process. While there are no stated changes to the functional use of the process, there are changes reflecting campus feedback on the prior year process.
Greetings; The above release is has been provided to Hosted Applications for immediate installation. The release letter states that this must be in place before the first compute with a November 2016 pay date. As such this is required before the BW computes next week.
The changes will mean that effective with check dates of 11/01/2016, Faculty Summer Salary will be reported to Fidelity via the NACHA interface as plan 56016, source 06 (employee, GTN 735) or source 08 (employer, GTN 736) instead of plan 60988, source 05 (employee) or source 06 (employer) for all activity, except cancellations or overpayments
Greetings! We have received the above release for immediate installation at all hosted campuses using the PPS Web functionality. However, since the Web functions share code with the regular PPS screens all Hosted campuses will require some degree of update.
Functional change resulting from this release: . Employees will be able to request that they receive their 1096-C document electronically much like they can with W2 documents. . The Existing third party W2 field, has been re-purposed in this release to identify the electronic 1095-C request. . The ETAX / ITAX screens will now show this indicator . New fields
Greetings; We have received the above DOS code for immediate installation for all campuses, although if your campus does not have coaches you may opt to not install it.
We will need a DOS sequence for the install, so please provide that with your approval.
UC Payroll Coordination has requested that we make DOS code RET available for use by the campuses. The new code RTN will be used to identify a payment outside of an employee's regular salary that is offered as an incentive to keep a key employee on the job during a crucial production period. While this change was identified as urgent, we have no information as to why it was designated as such.
-----Original Message----- From: UC Payroll Release Distribution Notes [mailto:[log in to unmask]] On Behalf Of Christopher Scott Sent: Thursday, September 15, 2016 10:59 AM To: [log in to unmask] Subject: Request for Approval - R2245 - DOS Code for Retention Pay
Greetings!
UC Payroll Coordination has requested that we make DOS code RET available for use by the campuses. The new code RTN will be used to identify a payment outside of an employee's regular salary that is offered as an incentive to keep a key employee on the job
Greetings! We have received a system table update as indicated above. The update will inactivate the VLT DOS code, used at many campuses. The Vacation Leave Transfer (VLT) DOS code while present in PPS is not currently in use by PPS. This update will inactivate the code, preventing it’s use in expense transfer and other functions.
Greetings! We have received the above release to address some problems found with the implementation of the 2016 retirement tier. Due to the nature of the changes we are planning an accelerated install, prior to the next set of BW computes.
The changes are as follows: The process that derives the Employee Benefits Eligibility Unit Code (EBEUC) and Employee Benefits Eligibility Representation Code (EBERC) is changed to not be dependent on the derivation of the EUC and ERC, but still follows the basic rules for derivation of the employee-level bargaining codes. Employee WOS derivation is changed to process each appointment
We have received the above release for immediate installation and execution. This release addresses a couple of errors discovered in Release 2230 (2016 Retirement Tier).
From the release letter: The following data discrepancies have resulted from the R2230 one-time conversion program PPO2230A: • There are employees in Safe Harbor whose DCP plan code is N, and it should be Y. This release contains a porigam to correct this situation. • There are employees in Safe Harbor whose FICA code is E, and it should be M. This release does not correct this situation, but we will provide a list
We have received the following system-wide rate changes for the BX/PX units. These changes will be applied for all campuses on 8/17 so that they are in place for the BW computes for the pay-cycle of July 31, 2016 through August 13, 2016.
The changes are: Increasing the maximum amount for CNA dues/fees as follows. Bi‐Weekly Dues Rates: • Nurses being paid for more than 24 hours per two week pay period will be charged a maximum of $64.07. • Nurses being paid for 24 or fewer hours per two week pay period will be charged $32.04.
As many of you are aware we had to suspend implementation of the VOE processes until we could bring them into compliance with OGC recommendations. This release will modify the previously approved VOE extract process to do the following: • Exclude data relating to student appointments from being sent to TWN • Exclude net pay for all employees from the being sent to TWN • Treat appointments with title codes having CTO = 446 as non-student appointments
Greetings; We have determined that there is a small issue with the implementation of R2230 – 2016 Retirement Tier. During the batch updates of employees we have determined that some employees did not get their Benefits Bargaining Unit data (Employee Benefits Eligibility Unit Code and Employee Benefits Eligibility Representation Code) updated as expected. This resulted in their retirement code being set incorrectly. Our research has resulted in a small technical change to the data elements that cause automatic updates to the Employee Benefits Eligibility Unit Code and Employee Benefits Eligibility Representation Code.
Greetings; We have received the annual updates for new fiscal year benefit rates. We are planning to install these on 7/6, prior to any BW computes.
The release contains the following: Adjust the PERS Employer Contribution Rate to 26.728 % Adjust the PERS FICA Employer Contribution Rate to 26.728 % Adjust the OPEB rate to 2.93. Adjust the UCRP Supplemental Assessment Rate to 1.19. Adjust the CalPERS 1959 Survivor Benefit Rate to 5.15.
Greetings; As expected the new UCRS retirement tier for 2016 has been completed and release for install as of July 1, 2016. The rather extensive discussion of the implementation are included in the letter accompanying the release, which may be found at http://payroll.ucop.edu/REL2016/R2230/letter.pdf.
Highlights of the release: 1) Employees eligible for this new pension tier will have a choice between a “Defined Benefit” plan and a Defined Contribution” plan. 2) Employees will have an election period during which they can choose one of the plans.
We have received the much anticipated IX Ratification lump sum payment release. For clarification this release will create transactions to pay a lump sum payment of $215 to eligible members of bargaining unit IX as specified in the collective bargaining agreement ratified on February 26, 2016.
These payments are to be paid in the BW compute paying June 1, 2016.
Greetings; We have received the above release for installation at all hosted campuses.
This release incorporates some small changes to the core PPS application to address incidents found in various PPS instances.
1) Changes the PAN process so that the PAN notifications processing does not insert bad information into the distributions table. 2) Prevents PPS from recalculating an employee's PIE (period of initial eligibility) when their birth date is changed.
Greetings; After implementation of the above release, which places employees who do not choose medical coverage during the PIE into opt-out status, it was found that under some circumstances employees who were updated through bulk update would have their Dental and Vision coverages end dated incorrectly. In addition under some circumstances employees who are separated were being incorrectly assigned the DM (Default Medical) plan.
Greetings; We have received this release for immediate implementation. This is a non-optional release as there are potential personal privacy implications to leaving this code as is.
It has been determined that for quite some time, there has existed a hole in the PPS employee number assignment process which allowed some employee IDs to be reused. The result is that information flowing into AYSO for these employees could result in personal information being exposed to people other than person who should be able to see it.
We have the release identified above for immediate installation at all campuses. Functionally this release will do the following: 1) If an employee does not make a plan selection prior to the PIE date they will no longer be enrolled in default plans, but rather will be move to the no benefits category. 2) A new opt out code will be created ('Z') which will indicate no benefit was selected.
Greetings; The above release modifies the process which extracts information for the Senior Leadership system. This change will prevent the creation of multiple records for individual employees.
There is no change to the functions per se, just a correction to eliminate a condition where multiple records could be created.
Greetings; We received an update for the UPTE and AFSCME caps on January 4, 2016. This release must be in place for January Earnings and will be applied on 1/19/2016.
In specific this makes the following changes: Increases the UPTE caps to $70.00 per month for the Dues/Fees/CO Charities the HX, RX and TX units effective with the first pay cycles for work performed entirely in January 2016.
We have received the above release for immediate deployment and execution.
As you are aware the November 2015 standard measurement process for the ACA employees having a hire date during the November 2014-October 2015 ACA Standard Measurement Period were skipped, although those with a break in service of less than 26 weeks should have been included.
Greetings; We have received the first release of 2016! This release will modify the regular rate of pay derivation process to include one-time pay transactions.
Functionally, this means that when an employee is paid via a one-time payment, that payment is not calculated under the FLSA rules requiring overtime calculations. After this release is applied the calculations will correctly calculate pay, according to the FLSA rules.
Greetings; We have received the above release for immediate installation to all campuses. The release must be in place for expense distribution for December 2015.
This release addresses a condition created as part of the DOS code alignment project. During testing of that release it was discovered that certain DOS codes were being included in the payroll expense process incorrectly. This release addresses that explicit condition.
Greetings; We have received the above updates for application in PPS. The release will change the Post-Doctoral Scholars (Post-Doc) Workers’ Compensation rates and the PostDoc Life and AD&D Insurance rates.
After reviewing the release documents we will apply these on 1/5/2016.
As always let us know if you have questions, comments or concerns.
Greetings; We have received the above release for immediate application. In simple terms, this release will bring the PPS Tax Treaty Income Codes in line with the 2015 IRS changes for this Tax Year.
Part of this will be execution of a process to identify and then correct all Tax treaty codes to match the new values.
Greetings; Normally we do not request approval for these types of updates, but given the possible range of impacts from updating the DOS tables I would like to have formal approval for installation of these changes.
This change will align certain PPS system parameters and DOS codes with UCPath earnings codes that have been established.
Greetings; We have received this this release for immediate deployment to all campuses in support of 2015 ACA reporting for the University.
This release will, annually, create a list of employees who separated from the University in the current or previous reporting year. This information will be transmitted to print/mail vendor to assist in the production of Form 1095-B.
Greetings; Due to the nature of this release there are a number of communications floating around. This is only the formal request for approval to install the mandatory release into production for your campuses.
This release provides support for creating files to an outside vendor in support of IRS Code Section 6055 reporting (as insurer), on the Form 1095-C. This also supports IRS Code Section 6056 reporting as an Applicable Large Employer (ALE) on the Form1095-C.
Greetings; As promised the second phase of the ACA reporting process has been released for install to all campuses. This release makes changes to the Monthly, Initial Measurement, process to implement the Offer of Coverage (defined in CFR § 54.4980H-4(b) Offer of coverage).
In specific it will create the files sent to the vendor for creation of 1095-C documents.
Greetings; We have received the above release for implementation for all hosted campuses. As you are aware the California Minimum Wage increases to $10.00 on January 1, 2016.
This release contains a process to create transactions to update pay rates for employees with distribution rates below minimum wage.
These transactions will be applied at your direction, but must be in place prior to the compute for pay effective January 1, 2016, i.e. the biweekly pay period ending 1/2/16 and the monthly pay period ending 1/31/16.
Greetings; We have received an set of control tables updates for this effort. This release is in support of UCPath, as indicated in the request: Many different DOS codes have been established to track different awards and bonuses even though from the payroll perspective, the DOS codes are identical. With the transition to PeopleSoft (PS), different award and bonus EARN codes (PS equivalent of DOS codes) will not be used to track different award and bonuses. To facilitate the conversion of DOS codes to EARN codes, redundant codes are being eliminated.
We have received the above release for implementation. As you are aware this effort will allow the UC Path center to support use of Equifax Workforce Solutions (EWS) “The Work Number” (TWN) a 3rd party vendor to provide Verification of Employment, Verification of Income, and basic Social Services Verification services.
With your approval we will install the related processing into production.
Greetings; We have received the above release for installation on or before November 27, 2015. This release, as the name indicates, is mandatory to keep the University in line with the requirements of the Affordable Care Act.
This release will implement the Offer of Coverage for the Employer Shared Responsibility provision of the Affordable Care Act. This release is Phase 1 of this Service Request and addresses the changes required for the standard measurement process and some other miscellaneous requirements.
Greetings; We have received a new DOS code to be used for payment and taxation of Damage Payments for Services Performed Before Loyalty Oath Is Signed .
The new DOS code is DMG.
We will need a campus approved DOS sequence number from you along with your approval.
As always please approve this install and provide the sequence as soon as possible. If you have questions, concerns or comments please let us know.
Please take notice that we have loaded the 2015 calendar year end processing into AJS. These events were sequenced into place with your normal schedules.
Please review and if need be contact us or change the event schedules to match your needs.
As always if you have questions, comments, or concerns please let us know.
We wanted to let you know that the AJS team, here at UCOP, is working on an effort to help you load your 2016 processing schedule. As you may be aware, last year they loaded the common repeating tasks, many of which you are unaware of, for all of 2015. For 2016 they are taking a more ambitious stance and working on scheduling the more involved things like Timesheets, Edits, and Bank Transmissions. The goal is to have the core schedule loaded and allow you to review and adjust the few items that do not fall correctly on your schedule.
We have received a release which addresses a couple of problems found in check processing in the current PPS environment.
The change should have no functional impact on you, except that it will reduce the chance of us using an incorrect check number.
This release changes the check creation process in two ways: 1) If no actual checks are produced, there will be no alignment checks produced and therefore no voided checks. 2) When the process completes it will record the next check number to be used by the next check write process.
We have received the above release for implementation at all campuses with the DX unit on hand. From the implementation letter: "In November 2013, The University of California came to an agreement with the Union of American Physicians and Dentists (UAPD) allowing the UAPD to represent physicians, dentists and podiatrists at campus-based student health and counseling centers. The new unit will be associated with Collective Bargaining Unit Code ‘DX’ “Student Health Physicians & Dentists.” This release establishes the DX political action program deduction gross to net (GTN) code."
Greetings; The above release, which changes the characteristics of DOS code PDE as defined under release 2124.
The change will restore system functionality for the PX unit to where it was prior to the release 2124 actions.
Please note that the timing of this change is such that we will apply the change on 9/5/2015. You will receive an updated DOS code report when this is complete.
Greetings; Pursuant to the agreements with the unions we have received a release to update the following: Increase the Fair Share Fee and Conscientious Objectors payroll deduction amount from 1.07% to 1.13% for the covered BX Unit. Increase the Fair Share Fee and Conscientious Objectors payroll deduction amount from 1.05% to 1.12% for the covered PX Unit.
Greetings; As many of you know the DX union is ready to go online, and we have a number of table updates that we need to apply to make this work.
As with any union there are new GTN for Dues, Fees and Charities. As such we will need the GTN priorities from your offices before we can install the union to your campus.
-----Original Message----- From: UC Payroll Release Distribution Notes [mailto:[log in to unmask]] On Behalf Of Christopher Scott Sent: Monday, August 10, 2015 12:08 PM To: [log in to unmask] Subject: Notice of installation - R2173 - DX implementation part II
Greetings! We have received this release for install into production PPS.
Functionally this release does two things.
First, it allows Hosted Applications to execute the monthly monitoring reports for periods other than the current one.
Second, it corrects an issue in the reporting from the monthly monitoring process. The process was only reporting gross pay over the same DOS codes as were used to count ACA hours, rather than over all DOS codes used for pay.
We have received the above release for installation to all PPS instances.
Functionally this release will address several long standing issues with this process as follows: - Ensure that expense transfers include detail from both the E1 and E3 transactions, as is done for the SLIS interface.
- At Fiscal Year End, if the time for the biweekly pay period that spans June and July has not been split into June data and July data for time reporting purposes, the earnings distributions should be split as they are for all other months where the biweekly pay period spans two
Greetings; We have received the above control table updates for application prior to the BW computes next week.
Our plan is to apply them on the evening of 7/20/15.
Per the request the following will be in place at that time:
Bi‐Weekly Dues Rates: • Nurses being paid for more than 24 hours per two week pay period will be charged a maximum of $62.45. • Nurses being paid for 24 or fewer hours per two week pay period will be charged $31.23.
We have received a technical release from base development. This release addresses a group of changes requested as the result of production issues identified and resolved outside of the day to day functional operation of the system.
These changes either prevent critical process failures or improve the notifications to support staff when a process fails.
Greetings; We have received the Benefits rate adjustments for Fiscal 2015-16 for immediate installation.
This update will change the following: Covered Compensation Limit for FY 15/16 (2015 rates). FYTD Retirement Max (prior to July 1, 1994) $395,000.00 FYTD Retirement Max $265,000.00 PERS Employer Contribution Rate of 25.15% PERS FICA Employer Contribution Rate of 25.15%. Other Post employment Benefits Rate (OPEB) for FY 15/16. OPEB rate for FY15/16 is $2.98. Benefit Admin Rate remains at $0.17 for FY 15/16 CalPERS 1959 Survivor Benefit Rate is now 5.20 from 5.5. UCRP Supplemental Assessment Rate of 0.60%.
We have received the above release for install prior to the first compute including July earnings, which will run later this week for most of you. As such it is critical that you approve this release and respond with the information we need to apply these new DOS codes for you.
We have received another technical release for you to approve. As with most of these the functional impact will be minimal. However, two changes may had some small visibility.
First, in response to an error found after R2124 which resulted in some post doc employees being separated in error we will be explicitly excluding the PDW to the list of I4 exclusions.
Greetings; We have recently reviewed how certain processing for hosted PPS is executed. During this review it became obvious that we could do a better job of ensuring that all EDB updates sent from the campuses would be processed in a timely manner. Some campuses already schedule a regular EDB update every night, Monday through Friday. Looking at this, and leveraging some tools now available to us, we have determined that we can plan for an EDB update from any campus every night, and when no update is present, skip the process.
Greetings; We have received the above release for implementation at all campuses.
The title of the release describes the extent of the changes. To wit, the release modifies the Box 12 DD processing so that the Wellness component will be included for employees covered under a Kaiser plan.
As always your prompt attentions is appreciated. If you have any questions, comments or concerns please let us know.
Greetings; We have the above release ready for installation at all campuses. This release addresses mostly non-functional changes regarding processing efficiency. However, the release does contain on change which will be visible to the campus users.
In this release is a new program designed to cover a gap in processing around Salary Grade updates from TCS. It was found that these updates did not update the code translation table associated with the Salary Grades. The new process will check and insure that these updates are also created after application of a Salary Grade update, allow the grades to be used.
This is not a request for an approval, rather this is a notification of a project we are undertaking.
As you many of you are aware our process to send files to banks is antiquated and needs to be abated with UCOP's Data-Center move. In specific we plan to move the physical transmission process to a more secure and modern transmission platform.
Greetings; We have the above release ready for installation at all campuses. This release addresses mostly non-functional changes regarding processing efficiency. However, the release does contain on change which will be visible to the campus users.
It addresses an error in rush check processing whereby current/prior year is not defaulting to ‘current’ when user does not enter it on the screen. It also addresses the case where a campus has no biweekly pay dates.
Greetings; We have received the above release for installation into production prior to the first compute paying May benefits (i.e., the BW ending April 11).
Functionally this release will update the Bargaining unit table to reflect that benefits end on the last day of the separation month for UPTE HX.
We will also apply processing to set the coverage end dates for employees with separation date after 4/1/2015.
We have received the above release for installation.
This release addresses three defects in PPS related to Expense Distribution. There are: 1) Automated Billing Error for UCOP and Merced. This fix expands an internal array in the process to allow for UCOP and Merced campuses. 2) Leave Accrual Costing Error in Month1. This fix addresses a gap in processing that skipped the B1 PAR for July of 2013. Preventing this skip at the start of the fiscal year. 3) Employer Contribution Error for Retirement Code A. This fix addresses a defect in the process which did not treat retirement
We have received the technical release for February 2015. This release makes no functional changes, and is only focused on database performance and providing better internal diagnostics when problems are encountered.
We do ask that you approve this release as it suits you to do so.
As always if you have questions, comments or concerns please let us know.
We have received the above rate changes, as we do this time every year. This release updates the 403(b) and 457(b) Plans Elective Deferral and Catch-Up Limits for 2015.
We will be applying these rates on 2/2/2015.
As always if you have questions, concerns or comments please let us know.
We have received the above release for immediate installation at all campuses. This release establishes new monthly and annual processes for administering benefits eligibility under the Employer Shared Responsibility provision of the Affordable Care Act.
These changes build on previously installed ACA changes and provide support for future reporting requirements as we move forward.
We have received this release from PPS development, which is focused on improving the technical components of PPS for each campus.
The release makes changes to the following: 1) For a number of programs improves the way the data is requested from the database. The effect is to reduce the amount of system resources to retrieve data. 2) Improves the error messages from some programs to assist support programmers in problem research. 3) Increases the number of PAR records that can be processed in a month from 50 to 75 per employee. 4) Removes a program from the PPS
We have received the above system parameter change for immediate application. This change increases the AFSCME caps for the Dues/Fee/CO Charities for all AFSCME units from $65.42 to $70.51 effective with January 2015 earnings.
We intend to apply this release on Friday, to ensure it is in place for the Bi-Weekly pay period 1/4 - 1/17.
As you are aware release 2177 came after the first Bi-weekly compute it was needed for. UCOP HR has created a set of refund transactions for all impacted campuses. It is our intent to apply these with your next Bi-Weekly compute. The activity will be fed into your next Bi-weekly edit.
We have received this release for installation at all campuses. The release will increase the UPTE monthly caps for the Dues/Fee/CO Charities to $65.00 for the HX, RX and TX UPTE units.
We intend to apply this release on Friday, to ensure it is in place for the Bi-Weekly pay period 1/4 - 1/17.
We have received control tables updates adjusting the 2015 rates for this coverage. These changes were planned for earlier this month but were not available until now.
The change will be applied to all hosted campuses tonight, with the intent that they will be in place for the next BW compute.
Greetings; We have received the first phase of the modifications to PPS to address the IRS reporting requirements.
This release creates a new data collection processes in PPS to address new IRS reporting requirements in 2016 (Forms 1094-C/1095-C).
The release does not indicate that there are any impacts on the functional execution of payroll processes, only that a new monthly process be established.
We have received a release for immediate implementation. This release creates a one time set of transactions paying a lump sum payment of $17 for CX covered members as specified in the Grievance Settlement Agreement of October 10, 2014.
For those campuses affected you will have received a notice with the tab files via SAFE.
Greetings; We have received the W-2 changes for 2014.
This year the changes are relatively light: • Modifications relating to the reporting of Health Savings Account (HSA) contributions in Box 12 of the W-2 statements. • Modifications to the electronic SSA file. • Modifications to the online W2 interface file (for AYSO) • Modifications to W2 reports • Printed Form W-2 layout: updated the printed tax year only.
We have received the above transactions for application to all campuses. These rates will be applied after your Monthly Maintenance for November 2014 and before the first Bi-Weekly compute in December.
The current planned schedule is as follows: 12/01/2014 Davis, Riverside, San Diego, Santa Cruz, Santa Barbara, ASUCLA 12/03/2014 Berkeley, Irvine, Hastings
The functional impact will be to update the new 2015 rates for medical, dental, vision, and legal plans covering represented and unrepresented employees plus post-doctoral scholars.
We have received an update to Release 2144, previously approved. This change closes a gap in rush checks that could have allowed a check to not be reported correctly to tax authorities.
Functionally this change will expand the December time window when “P” is the automatic “default” value for Curr/Prior Year EDB on the Rush Checks OPT1 screen.
We have received the above release from development for installation to all hosted campuses.
This release addresses some problems found in the changes to the ABBR process in 2013. 1) The salary base calculations will now account for the different annual work hours for hourly-paid firefighters. 2) The salary base calculations will now account for by-agreement ‘cap gap’ DOS codes.
We have received the above release for install to all hosted campuses.
This release establishes the DX bargaining unit but without dues or exclusive representation. This will allow the implementation of special health and welfare rates for DX frozen at the 2014 rates. These special rates will be released as part of the 2015 health and welfare rate changes.
Greetings; We have received the above control table update for BX and PX union dues.
For the covered BX Unit the release will increase the Dues amount from 1.15% to 1.44% of gross pay and the Fair Share Fee & Conscientious Objectors payroll amount from 0.86% to 1.07% of gross pay.
For the covered PX Unit the release will increase the Dues deduction amount from 1.15% to 1.44% of gross pay.
Greetings! We have received the changes to PPS for Open Enrollment for 2014.
The changes this year are small, containing the following: Creating a GTN for the HSA employer contribution for employees who are enrolled and continuing in the High Deductible Health Savings Plan Applying a control table update requirement to adjust the maximum employee contribution GTN for the HSA. Establishing a new program / process to generate GTN employer contributions transactions for employees who are continuing with the HSA plan into the following year.
This is the second release today requiring approval for install at your campuses.
This release addresses programming components of the PPS application to improve performance and stability. These changes explicitly do not affect any functionality.
The timing of this install is open, but we feel that installation of the changes will continue our efforts to stabilize the application.
This is the first of two releases today. This release creates new monthly and annual reporting to assist with administering benefits eligibility under the Employer Shared Responsibility provision of the Affordable Care Act.
This release also contains some changes to the system in support of the Phase 2 activities for this requirement.
Greetings; We have received a non-urgent change to the Carrier file processing. The changes are: 1) For reporting related to benefits, use Employee Benefit Eligibility Unit Code and Employee Benefit Eligibility Representation Code. 2) Set VSP-Enroll flag to ‘Y for two new Blue Shield medical plans to identify employees who have vision coverage. 3) Corrects the situation where some individuals who are not enrolled in medical insurance, a medical plan code is being sent to VSP. 4) Corrects the situation where some employees and family members who are not enrolled in VI were reported as being enrolled.
Greetings; We have received the above release for deployment to all campuses. As was noted for this release in the SR this implementation is needed to address some concerns about how the University will handle calculations of eligibility for benefits under the Affordable Care Act.
Functionally the release allows establishment of the BYH (By agreement hours) DOS code in the EDB.
Greetings; We have received the above release for install at all campuses.
This release will create a process by which an employee with an HSA will have the CA YTD and QTD taxable gross amounts updated to include the HSA. The new process will create DA transactions to be used in the EX cleanup compute in January that updates the frozen EDB.
As was discussed at the Payroll Directors conference we are transitioning the scheduling of local campus processing from the current individual document format to the use of the Automated Job Scheduler (AJS) tool. All 2015 schedules will need to be entered using the AJS tool.
We understand that this transition will be a change for your location but we believe that the use of the AJS central calendar functions will allow us to provide a better level of service as we move forward.
We have received the above release for approval and install at all campuses.
Functionally this release establishes a new CFRA-specific PPS LOA-Type code to reflect FML leave correctly in situations when CFRA is applicable and PDL or FMLA are not.
With your approval we will apply the logic changes and enable this functionality.
Greetings! We have received the above release for deployment. This release changes the Web functionality of PPS to EDB Entry Update Employee Personal Data 1 (EPD1) screen to allow additional values for three existing fields with the below labels:
• Primary Ethnic Race • Disabled Status • Disability (this label references the Veteran Disability Status field)
Greetings; We have received the above release for installation for all hosted campuses. The release adds a new value for “Academic Pay Period” be added to PPS. The new value will designate a monthly payment equal to 1/10th annual salary. Five new title codes for lecturers in the Non-Senate Instructional (NSI) bargaining unit have been approved by the union. The new title codes are a necessary part of the UC Path project and will facilitate paying lecturers at the semester campuses of Berkeley, Merced, and the law schools at the 1/10th monthly rate.
Greetings; As you are aware we ere asked to correct the error in the PPP6004 Tax Reporting UI Wages and California State Withholding Tax. Phase 1 corrected errors occurring in the 1st, 2nd, and 3rd quarters. This is the second and final phase which will correct errors that have been occurring in the 4th quarter.
On September 8, 2014, FUPOA notified the University of their New Mailing Address. This update will update the Bargaining Unit Table with FUPOA’s new address.
No actions are required on your part for this update.
We plan to apply the update Friday 9/19/2014 for those campuses affected.
As always if you have any questions or comments please let us know.
Greetings; We have received this release for implementation for all campuses as soon as is reasonable. A recent audit identified a possible risk on inquiry screens where bank routing and account information was visible. This release will suppress display of all but the final 4 characters of these fields.
While the release letter specifies urgency on this request, you should approve the change once you are comfortable with it.
Greetings; We have received the following rate increases for immediate installation. Increase the Fair Share Fee and Conscientious Objectors payroll deduction amount from 0.80% to 0.84% for the covered PX Unit. Increase the Fair Share Fee and Conscientious Objectors payroll deduction amount from 0.78% to 0.86% for the covered BX Unit.
The timing of this is such that it must be updated prior to the MO and MA cycles for August, but after the BW cycle ending 8/16/14.
Greetings; As you are aware there are several processes in the year end list which must occur between the final compute paying in 2014 and the first compute paying in 2015. These include freezing the 2014 EDB for tax purposes, applying the Open Enrollment transactions and other rate and clean up activities.
Greetings; We have received an update to the system control tables reflecting the revised rates above. The change will update PPS with the FY 2014-2015 UCRP Supplemental Assessment Rate of 0.72%.
We will apply these rates on 8/6/14 before any compute activity scheduled for that evening.
As always if you have questions or comments please let us know.
Greetings; We have determined that we failed to apply these updates as scheduled. As a result they were not reflected in the BW computes executed last week.
UCOP Labor Relations has been infomred and they will be informing your local Labor office.
Greetings; We have received the new UCRP rates for EX and SX unions. The release will update UCRP rates effective August 1, 2014 pursuant to the agreement with AFSCME.
We plan to install this on 8/1/14.
As always if you have questions or concerns please let us know.
Greetings; We have the above release for installation to your PPS instance. This change will enhance the PPP6005 UI Wages and California SWT Exceptions Report to include all employees with invalid first or last names.
Please approve for install at your convenience.
As always if you have questions or comments please let us know.
We have received the above release for installation to all Hosted Campus instances of PPS. The release is not urgent, but does incorporate a number of small technical fixes to the general PPS processing to address some long standing problems, and to improve some performance bottlenecks.
The specific changes are as follows (my apologies for any technical speak). - Modify PANDIR processing to capture the duplicates actions and write out an error and bypass that record. - PS005 Web Service: only one row should be fetched. - Reconstruct PPCALUTL with 21st century code, comments and messages. - Corrections to
Greetings; Pursuant to the agreement with the AFSCME unit this release will construct one time payments for AFSCME members of a lump sum payment representing 3% of eligible earnings.
We will be installing the one-time process into production to create these transactions for all campuses with all due haste. We will not apply these payments until we have received approval, through your campus support person, of the payments.
Greetings; We have received an update for the FUPOA union dues. The change increases the FUPOA Dues for Represented Officers and Non-Represented employees.
This change impacts the following campuses: Berkeley, Davis, Riverside, San Diego, Santa Cruz, Santa Barbara, and Irvine
The update will be in place prior to the following computes: BW: Pay Period: July 6, 2014 - July 19, 2014 Pay Date: July 30, 2014 MO: Pay Period: July 1, 2014 - July 31, 2014 Pay Date: August 1, 2014
We have received a new control table update for the above rate change. The rate is effective 7/1/14 but was issued after that time. This adjustment is for eligible survivors of participating CalPERS members who die while actively employed and covered by CalPERS.
While this is expected to be a small population we are applying it with due haste to insure that anyone affected is charged the correct rate.
We have received an update for the above rates and plan to install prior to the BW computes this week.
The release changes the rates as follows: Bi‐Weekly Dues Rates: Nurses being paid for more than 24 hours per two week pay period will be charged a maximum of $60.41. Nurses being paid for 24 or fewer hours per two week pay period will be charged $30.21.
Greetings; Another in the fiscal year end updates. This release will implement the UCRP rate increases that were agreed upon by the University of California Board of Regents on July 17, 2013. The new rates are effective July 1, 2014.
We plan to apply these rates on 7/2/14.
As always if you have questions or concerns, please let us know.
Greetings; We have received this release for installation to your campus instance marked as Urgent by base development. This release will update EDB Entry Update Employee Personal Data 1 (EPD1) screen and allow additional values for 3 existing fields with the below labels: • Primary Ethnic Race • Disabled Status • Disability (this label references the Veteran Disability Status field)
Continuing the end of fiscal year updates. We have received a release to update the UCRP Supplemental Assessment Rate to the new rate for FY 2014-15 of 0.50%.
The increases are effective with July 2014 earnings.
As with most of these we plan to apply the rates on or before 7/2/14.
As always if you have questions or comments please let us know.
Continuing the end of fiscal year updates. We have received a release to update the CUE – IBT rate increases for Dues/Fees for represented employees in the CX Unit. For Dues, deduction percentage is to be increased from 1.00% to 1.44% of Total Retirement Gross. For Fees and CO Charities, deduction percentage is to be increased from 1.00% to 1.44% of Total Retirement Gross.
