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PowerSchool ERP Payroll and Human Resources

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Affordable Care Act and 1095

Affordable Care Act Information

Affordable Care Act and 1095 System Features

Employee Access Center Information for 1095s
Ongoing Tasks for 1095

ACA Hours Tracking

ACA Hours Tracking - Setup

ACA Hours Tracking - Setup - Benefit Status Table
ACA Hours Tracking - Setup - Hours Conversion Table

ACA Hours Tracking - Import

ACA Hours Tracking - Import - File Layout and Data Mapping

ACA Hours Tracking - Load Data

ACA Hours Tracking - Load Data - Calendar Days
ACA Hours Tracking - Load Data - Check History

ACA Hours Tracking - Maintain Data

ACA Hours Tracking - Create Files

ACA Hours Tracking - Create File - Audit Report
ACA Hours Tracking - Create File - Hours Tracking Report

ACA Hours Tracking - File Layouts and Data Mapping

ACA Hours Tracking - File Layout and Data Mapping - Audit Report
ACA Hours Tracking - File Layout and Data Mapping - Hours Tracking Report

Set Up Tasks for 1095 Filing

District Configuration
ACA Employer Maintenance (Setup Employer Option)
ACA Benefit Group Maintenance

1095 Maintenance Option

ACA 1095 Maintenance Page
Upload File Option
Purge Option
Create Employee 1095 Option
Covered Individual File Upload Format
Employee File Upload Layout

1095 Filing & Prerequisites
1095 Reports Option

XML Processing Guide

XML Corrections

Security Resources
Affordable Care Act (ACA) 1095 Calendar Year End Process

Civil Rights Data Collection (CRDC)

CRDC - Reference Tables

CRDC - Certification Areas
CRDC - Certification Types
CRDC - Leave Codes

Setup Options

CRDC - District Configuration
CRDC - Location Table
CRDC - Job Class or Pay Code Position Crosswalk
CRDC - Federal Funds

Employee or Location Processing

Personnel Activity Tracker

Import Personnel Activity data

Personnel Activity Tracker - File Layout and Data Mapping

Maintain Location Information

Employee Detail Report - File Layout and Data Mapping

Create Reports and Extracts

Civil Rights Data Collection Report - File Layout and Data Mapping

Employee Benefits

Benefit Tables

Benefit Codes Table
Qualifying Events Table
Notification Types Table
Benefit Tables Procedures

Employee Benefit Reports

Benefit Birthday Report
Employee Insurance Form
Insurance Census

COBRA Reports

COBRA Status Report
COBRA Activity Report
Payment History Report
End of Eligibility Listing

Employee Benefit Records

Benefit Information Page
Beneficiary Information Page
Employee Benefit Information Page
Dependent Benefits Information Page
Benefits for Dependent Information Page
Other Insurance Page
Benefit Record Updates
Human Resources Interface
Employee Benefit Information Pages

COBRA Information

New Bills Processing Page
Payment History Page
COBRA Information Page
Post Payments Page
Payment Activity Page

Employee Benefits Overview

Employee Benefits - Initial Procedures
Employee Benefits Procedures
Employee Benefits - Setup Procedures
Employee Benefits - System Overview
Employee Benefits - Procedural Overview
COBRA Maintenance Procedures
Employee Benefits System Menus
Employee Benefits - System Features

Human Resources

Human Resources Overview

Human Resources - Initial Procedures
Database Procedures
Periodic Procedures
Human Resources Menus
Payroll Processing Procedures
Features
Human Resources - Procedural Outline

Add Employee Records

Set Up Roles
Assign User Roles
Base Employee Information Page
Pay Rates Page
Bond Information Page
Leave Banks Page
Time Entry Page
Deductions Page
Add Employee Process
Employer Tab
Certifications Page
Employee Deduction Section
Employee Add Setup Option
Employee Pay Rates

User-Defined Pages

Defined Page 31001 - EAC Print Option Page

Employee Race/Ethnicity Page
Personnel Information Page
Assignments Page
Add Degree Information Page
Pending Employee Center
EAC/ETS Password
Job Class History Page
Add Procedure
Payroll Section
Tax Tabs
Earnings Page
Qualification Data Page
Requirement Data Page
Employee Group Life Insurance Over 50K Page
Bank Tab
Credential Data Page
Licenses Data Page
State/Retirement Page
Special Pays Section
Contracts or Job Skills/Other Interests Page
Adding Additional Rates Page
Add Employee Records - Full Account Window Page
Automatic Creation
Accruals Tab
Docking Rate Page
Payroll Page

Change Employee Records

Searching for Employee Records
Changing Additional Rates Page
Payrate Distribution Page
Leave Bank Tab

Payroll Information Pages

Employee Information Deductions Page
Employee Pay Rate Information Pages
Prior Earnings/Tax Information Page
Employee Tax Information page
Time Entry Employee Information Page
Earnings by Pay Code Page
Employee Group Life Over 50K Page

Employee Information Detail Page
Employment Tab
Payroll Tab

Personnel Information Pages

Personnel Information Continuing Education Page
Certifications/Licenses Page
Activity Page
Employee Credential Data Page
Change Assignments
Degree Data Page
Defined Windows Selector
Employee Requirement Data Page
Qualification Data Page for Highly Qualified Teachers

Attachments Page
Withholdings Tab
History Tab
Earnings Tab

Multiple Employee Update Pages

Employee Deductions Page
Updating Continuing Education Page
Employee Pay Rates page

Actions Pages

Paycheck Worksheet
Contract Payout Page
Attendance Information Page
Clear Payout Dates and Amounts Page
Terminate Employee Page
EAC and ETS Password
IRS Tax Levy Page

History Pages

Pay Rate History Page
Employee Information - Position History Page
Check History Page
Employee Activity Page
Status History Page

Race/Ethnicity Tab
Changing the Full Account Window Page
Personnel Tab

Employee Termination Workflow

Employee Timesheets Reports

Clock Time Audit Report
Timesheet Audit Trail Report

Payroll Reports

Advanced Pay

BLS CES Report

BLS CES Report - File Layout and Data Mapping

Payroll Check History
Concise Check Register
Detail Distribution Detail
Detail Distribution Summary
Payroll Reports - Employee Benefits
Employee Deductions
Employee Leave Balances
Employee Payroll Activity
Employee Payroll Data
Employee Positions
Employee Secondary Positions
Federal/State/Local Tax Report
Human Resources Audit Report
Outstanding Checks
Pay Off Data
Payroll Check Status
Payroll File Totals
Payroll Register
Salary and Deduction Data
Savings Bond Purchase
Social Security Detail
Social Security Summary
Special Pay Inventory
Unemployment Insurance Data
Unused Leave
Workers’ Comp Distribution
Workers’ Comp Rate Study

Periodic Reports

941 Quarterly Federal Tax Return

941 Quarterly Federal Tax Return - Employer Setup

941 Quarterly Federal Tax Return - Load Data

941 Quarterly Federal Tax Return - Load - Modify Percentages

941 Quarterly Federal Tax Return - Maintain Data

941 Quarterly Federal Tax Return - Maintain Data - Employer
941 Quarterly Federal Tax Return - Maintain Data - Part 1
941 Quarterly Federal Tax Return - Maintain Data - Part 2
941 Quarterly Federal Tax Return - Maintain Data - Part 3
941 Quarterly Federal Tax Return - Maintain Data - Part 4

941 Quarterly Federal Tax Return - Reports

Calendar YTD
Current, Monthly, or Quarterly Salary Data
Monthly Deduction Register
Monthly Deduction Summary

Personnel Reports

Address Directory
Attendance Tracking
Bargaining Unit Profile
Certification Data
Personnel Reports - Continuing Education Report
Earnings Analysis
Education Inventory

EEO Data

EEO-4 Report
EEO-5 Report

Employee Anniversaries
Employee Assignment by Class
Handicap Status
Job Class Inventory
Name Cross Reference
Personnel Activity
Personnel Data
Personnel Reports - Qualified Teacher Course Report
Skills Inventory
Status Change
Telephone Directory
Terminated Employees

Maintain Reference Table Records

Education Tables

Education Tables - Degree School Table

Import Degree School Table

Education Tables - Degree Subject Types Table

Education Tables - Degree Table

Import Degree Table

Education Tables - Degree Level Table
Education Tables - Degree Subject Table
Course Category Codes Table
Continuing Ed Course Status Codes Table
Continuing Ed Class Types Table
Course Proficiency Codes Table
Course Topic Areas Table
Course Term Codes Table
Continuing Ed Cost Types Table
Continuing Ed Course User-Defined Labels Table
Course Credit Types Table
Using Education Table Records

Future Changes Procedures

Future Additional Duty Codes table
Future Job Classes table

Future Tax Table Options

Federal Tax Codes
FICA Tax Codes
Future Local Tax
State Tax Codes

Salary Schedules Option

Import Future Salary Schedule Table

Deductions Option

Import Future Deductions Table

Future Pay Rates

Future Pay Rates page

Load to Future Pay Rates

Future Pay Rates resources
Import Future Pay Rates
Post Future Pay Rates page
Update Future Pay Rates page

Payroll Tables

Additional Duty Table
Bank Table
Benefit Charge Override Table
Calendar Cycles

Calendar Table

Import Calendar Table

Check Reconciliation File Format Table

Deduction Table

Direct Deposits
Automatic Vendor Payments
Additional Medicare Deduction
Deduction Liability Override
Deductions/Benefits
Copy Bank Information to Vendor
Child Support Garnishments

Departments Table
Federal Tax Table
FICA Tax Table
FIPS Code Table
Group Life Insurance Table
Job Class Table

Leave Table

Setting Up Leave Codes and Accruing Leave

Local Tax Codes
Pay Code Table
Pay Groups
Position Types Table
Salary Schedule Table
State Tax Table

Personnel Tables

Assignment Code Table
Bargaining Unit Table

Personnel Tables - Certification Area Table

Import Certification Area Table

Personnel Tables - Certification Type Table

Import Certification Type Table

Contract Type Table
Personnel Tables - Credential Code Table
Employee Type Table
Gender Identity Codes
Job Skill Table
License Types Table
Location Table
Notifications by Certification Type
Other Interests Table
Personnel Tables - Qualification Code Table
Personnel Tables - Qualification Methods Table
Personnel Tables - Qualification Status Table
Race Code Table
Personnel Tables - Requirement Code Table
Situation Type Table
Status Code Table
Suffix Table
Termination Code Table
Personnel User-Defined Codes Table
Workers’ Compensation Table

Pay Run Processing Page

Setup Pay Run

Pay Run Setup - Step 1
Pay Run Setup - Step 2
Pay Run Setup - Step 3
Pay Run Setup - Step 4

Clear Balances
Load Employee Time
Lock Human Resources
Pay Calculation
Unlock Human Resources
Direct Deposit
Print Checks
Run All Activities
Check Register
Payroll Journal
Deduction Register
Fund Accounting Interface
Distribution Reports
Payroll Encumbrance
Adding and Changing Timecards
Entering Pay Codes in Timecards
Pre-Calculation
Organization Charge Summary
FMLA Enhancement Processing
Time Entry Timecard Posting
Employee Time Reports
Summer Time Load
Substitute Report
Recording Attendance in Timecards

Entering FLSA Overtime

No Tax on Overtime

Standard Time Load
Payroll Edit Reports
Project Charge Summary
Pay Run Setup - Additional Cycles
Short Pay Time Load
Print Substitute Mailer Report
Benefits Charge Summary
Time Activity Listing
Print Employee Time
Retroactive Time Load

Contract Center

Contract Definitions Page
System Setup Page
Create Employee Details Page
Update Employee Details Page
Copy Contracts Page
Employee Access Center Contracts
Contract Templates
Contract Definition Report
Employee Contract Details Report
Unsigned/Signed Contracts
Employee Information Page: Contracts

Detailed Displays

Earnings by Pay Code
Check History

Human Resources - Highly Qualified Teacher

Human Resources - Degree Linking Selection Page
Human Resources - Mass Update Positions Page
Highly Qualified Teacher - Qualified Teacher Course Report
Human Resources - Qualified Teacher Course Data Page
Human Resources - Employee Information Page
Qualification Methods Table for Highly Qualified Teachers
Requirement Codes Table
Qualification Status Table for Highly Qualified Teachers
Human Resources - Certification Code Setup Page
Human Resources - Link Qualified Area to Position Page
Qualification Code Table for Highly Qualified Teachers
Human Resources - Link Requirement to Position Page
Highly Qualified Teachers For Position Control
Human Resources - Highly Qualified Teacher Requirements

Attendance Page

Generating Attendance Reports
Posting Attendance
Importing Attendance Records
Add and Maintain Attendance Records

Year End Procedures

Fiscal Leave Accrual
Summer Pay Fiscal Year Accruals - Liability Setup Page
Attendance Rollover
Delete Attendance
Update New Year Rates
Summer Pay Fiscal Year Accruals - Load Page
Summer Pay Fiscal Year Accruals Page
Summer Pay Fiscal Year Accruals - Post Page
Processing Summer Pay Fiscal Year Accruals
Summer Pay Fiscal Year Accruals - Final Liquidation Page
Summer Pay Fiscal Year Accruals - Projects Page
Summer Pay Fiscal Year Accruals
Calendar
Fiscal Process
Summer Pay Fiscal Year Accruals - Report Page
Summer Pay Fiscal Year Accruals - Purge Page
Payroll Distribution

Additional Payroll Procedures

Adjustment Checks

Bank Transmission File

Bank Transmission File Format Table
Bank Transmission File Option

Check Reconciliation
Clear Worker’s Comp File
Create Bank Prenote

Import Batch Timecards

Importing Batch Timecards
Maintaining Batch Timecards
Posting Batch Timecards

Manual Checks

Issue a Manual Paycheck
Enter Leave for a Manual Check
Printing Manual Checks

Post Cleared Checks

Send Paycheck Vouchers

Prerequisites for Generating Paycheck Notifications and Vouchers

Unclear Check
Void Checks
User-Defined Check Status Translation Table
Bank Account Information Table

Time Entry Timecards

Changing Your Password
Logging into Time Entry
Adding Time to Supervisor Timecards
Approving Timecards
Adding Time to Employee Timecards

Time Entry Administration Setup

Leave Codes Table
Pay Codes Table
Time Entry Profile
Leave Record
Time Entry Record
Pay Rate Record
Payroll Record

Time Entry Reference Tables

Shift Scheduling Table
Department Table
Unapproval Code Table

Employee Records
Payroll Reference Tables

Applicant Information Pages

Employment Page
Purge Applicant Records
Degrees Page
Applied Positions Page
Applicant Add Page
Delete Applicant Records
Generate Applicant Reports
User-Defined Codes Table
Applicant Certifications Page
Hired Applicant
Applicant Status
Maintain Applicant Tables
Add New Hires in the Pending Employee Center
New Applicants
Race/Ethnicity Page
Qualifications Page
Processed Applicants Report
Hire Applicants
Interviewers Table
Update Applicant Records
Add Applicants
Position Vacancy
User-Defined Pages for Applicant Tracking
Roll Over Applicant Records
Interviews Page
Previous Positions Page

Personnel Activity Tracker Overview

Delete Activity Records
Display Activity Records
Add Activity Records
Change Activity Records
Import Activity Records

Periodic Processing

Benefits Interface

Crosswalk Table

Change System Date
Clear Monthly Totals
Clear Quarterly Totals

Periodic Processing - Effective Date Changes

Import Employee Deductions
Periodic Processing - Effective Date Changes - Post
Benefits
Status
Beneficiary
Demographics
Deductions
Dependents
Continuing Education Changes
Pay Rates
Tax Info

Employee Verification
Liquidate Payroll Encumbrance
Maintenance Paid to Date
Pay Rate History
Payroll History
Redistribute Payroll

Purge Options

Employee Activity
Purge Terminated Employees
Purging Pay Rate History
Detail Distribution
Purge Check Reconciliation

Periodic Processing - Continuing Education

Import and Export Items
Periodic Processing - Continuing Education Page

Time Entry Employees

Supervisor Report
Posted Report
Print Timecards
Approval Report

Position Control

Position Table Overview

New Position Page
Purge Position History Page
Position Control - Position History Page
Position Control Page
Position Occupants Page
Review Position Detail Page

Batch Position Control Page

Assign Rates to Batch Positions Page
Generating Pre-Posting Journals
Posting Batch Positions
Batch Position Edit Page
Position Batch Report/Post Page

Position Control - Highly Qualified Teacher Reference Tables

Position Control - Qualification Status Table
Position Control - Qualified Teacher Course Report
Position Control - Employee Information Page
Position Control - Qualified Teacher Course Data Page
Position Control - Link Qualified Area to Position Page
Position Control - Certification Area Table
Position Control - Mass Update Positions Page
Position Control - Qualification Methods Table
Position Control - Certification Code Setup Page
Position Control - Degree Subject Type Table
Position Control - Requirement Code Table
Position Control - Link Requirement to Position Page
Position Control - Highly Qualified Teacher Requirements
Position Control - Qualification Code Table
Position Control - Degree Table
Position Control - Certification Type Table
Position Control - Credential Code Table
Position Control - Degree Subject Table
Highly Qualified Teachers: Position Control
Position Control - Degree Level Table
Position Control - Degree Linking Selection Page

Position Occupancy

Assigning Positions to New Employees
Updating Positions in Existing Pay Rates
Assigning Positions to Existing Employees

Position Control Overview

Position Control - Setup Procedures
Position Control Options
Position Control - System Overview
Position Control - Procedural Outline
Preliminary Procedures
Ongoing Procedures
Position Control Features
Position Records: The Key to Position Control

Position Control Reports Procedure

Vacant Positions
Batch Status Detail
Budget Tracking
Batch Status Summary
Status Detail
Status Summary

Position Change Request
Position Requisitions

Professional Development

Standard Reports Procedure

Miscellaneous Course Assignments
Registration Report
Attendance Roster
Professional Development - Continuing Education Report
Course Evaluation
Wait List Report
Participant Transcript
Course Summary
Course Detail

Participant View

Course Registration
Wait List
Current Registration
Registration for an External Participant
Login for an Internal Participant
Personal Information for External Participants
Course Transcript
Prior Registration
Browse Courses
Participant Menu

Professional Development - Data Flow

Data Flow - Submitting a Course
Data Flow - Printing a Certificate and Transcript
Data Flow - Registration
Data Flow - Registering for a Course
Data Flow - Completing Course

Continuing Education Tracking

Attachments Item
Import Courses from Professional Development
Export Course Data to Excel
Moving Professional Development Courses
Continuing Education Tracking - Continuing Education Page
Continuing Education Tracking - Post
Effective Continuing Education Changes
Continuing Education Tracking - Effective Date Changes
Continuing Education in EAC

Reference Table Options and Procedures

Course Proficiency Codes
Grade Types
Miscellaneous Types
Evaluation Questions
Continuing Ed Class Types
Course Topic Areas
Continuing Ed Cost Types
Course Types
Continuing Ed Course Status Codes
Room Codes
Course Term Codes
Participants/Instructors
Course Category Codes
Course Credit Types
Continuing Ed Course User-Defined Labels
Cost Codes
Employee Type Mapping
Professional Development - Location Codes

Administrator Options

Course Forms Tab
Course Workflow Configuration Profile
Adding Courses
Courses
Course Registration Forms Tab
Course Registration Email Tab
Updating Courses
User Email Tab
Course Action Items
Course Email Tab
Attendance
Professional Development Profile
User Forms Tab
User Workflow Configuration Profile
Course Registration Workflow Configuration Profile
Registration

Instructor View

Login for an Internal Instructor
Email Notification
Complete Course
Current Courses
Course Definition
Personal Information for External Instructors
Course Attendance
Instructor Menu
Prior Courses
Registration for an External Instructor
Attachments
Submit New Course

Professional Development Overview

Professional Development - System Features
Professional Development - System Overview
Professional Development Options
Workflow Configuration
Professional Development Web Options

Recruitment

Reference Tables

Employee Groups
Posting Groups
Job Classes
Recruitment - Location Codes
Roles
Degree Subjects
License Types
Position Types
Disposition Codes
Certification Areas
Position Control Details
Experience Types
Standard Reference Table Procedures
Certification Types
Location
Reason For Leaving
Degree Schools
Job Skills
Approval Groups
Work Types
Reference Relationship
Departments
Interview Status
Recruitment Reference Tables
Degree

Postings

Posting Requisition Page
Posting Details Page: New, Copy, and Edit
Postings - Applicant Review Page
Update Postings For New Year
Posting Details Page: View Mode
Posting Requisition Overview Page
Posting Overview Page
Posting Review Page
Posting Overview

Posting Overview - Integration Customers

Job Posting Approval Page
Job Posting Overview Page

Posting Approval Page

Recruitment - Data Flow

External Applicant Registration
Hiring the External Applicant
Applying for a Job Posting (Internal Applicant)
Hiring the Internal Applicant
Approving a Job Posting (Internal Applicant)
Data Flow for an External Applicant
Data Flow Setup
Recommending an Applicant for Hire (Internal Applicant)
Submitting a Job Posting (Internal Applicant)
Applying for a Job Posting (External Applicant)
Recommending an Applicant for Hire (External Applicant)
Submitting a Job Posting (External Applicant)
Approving a Job Posting (External Applicant)

Create Employees

Question Setup

Standard Questions Section
Question Bank Questions Section
Synchronization
eEmployment Question Setup
Save and Preview Section
eReference Question Setup
Application Question Setup Page

Applicant Overview

Posting Applications Section
Application Section - Applicant Recommendation
Applicant Personal Information Section
Application Section - Pre-Employment Checklist
Applicant Details Page
Applicant Overview Page
To Complete Section
Application Section - Employment Checklist
Application Section - Applicant Selection Page

Verification Overview Page

Advanced Verification Page

Recruitment - System Overview

Recruitment Application Options
Recruitment Portal Options
Recruitment Processing Options
Configuration Options
Recruitment - System Features

Reference Table Options

Position Control Reference Tables

Salary Negotiations

Auto-Step Employees Page

Non-Scheduled Employee Pay Rates

Non-Scheduled Increases Page
Projections Item
Increases Item

Maintain Schedules Page

Mass Update Page

Salary Negotiations Overview

Salary Negotiations - System Features
Salary Negotiations - Procedural Overview
Salary Negotiations - System Overview
Salary Negotiations Menu

Scheduled Projections

Salary Projections Report
Scheduled Salary Projections Page

W2 and 1099-R Processing

W2 Processing

Create W2 Electronic File

Set Up W2 Parameters

W2 Parameters Page
W2 Print Controls Page

Set Up W2 Employer Records
Copy W2 Information
Create Employee W2 File

Employee W2 File Update

Employee W2 File Update - Import Box 12 and Import Box 14

Import Box 12 - File Layout and Data Mapping
Import Box 14 - File Layout and Data Mapping

Employee W2 File Edit Reports
Employee W2 File Purge

Print W2 Forms

Print All W2 Forms
Restart W2 Printing
Print Individual W2
Print Total W2

1099-R Processing

1099-R Parameters
Create 1099-R Work File
1099-R Work File Maintenance
Print 1099-R Edit List

1099-R Forms

Print All 1099-R Forms
Restart 1099-R Printing
Print Individual 1099-R

Create 1099-R Electronic File
Audit Listing of 1099-R Changes
Purge 1099-R Work File
Purge 1099-R Audit File

W2 and 1099R Calendar Year End Processes

W2 Calendar Year End Process
1099-R Calendar Year End Process

W2C Processing

Create W2C Electronic File
Print W2Cs
Employee W2C File Purge
Create W2C

eFinancePlus Human Resources Fiscal Year End Checklist
FLSA Cycle Setup Guide for Employee Timesheets Configuration and Overtime Calculations

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ACA Hours Tracking - Create File - Hours Tracking Report

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