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Benefits

BC PEBT Menu

PEBT Profile
PEBT Codes Database Maintenance
PEBT Group Code Maintenance
PEBT Employment Basis Maintenance
PEBT Benefit Type Code Maintenance
PEBT Employee Code Loading Process
PEBT Employee Code Reporting
PEBT Global HRIS Export Process
PEBT Global HRIS Export Changes
PEBT Global HRIS Cycle Number Override
PEBT Payroll Interface Summary Report
PEBT Payroll Interface Reconciliation

Alberta Benefits Menu

Alberta Benefits Profile
Alberta HRIS Export Process
Alberta HRIS Export Changes
Alberta Global HRIS Cycle Number Override
Alberta Benefits Update Process
ASEBP Employee Group Codes Maintenance
ASEBP Export Changes
ASEBP Export Process
ASEBP Employee Import Process

Ontario Benefits Menu

HRIS Codes Database Maintenance

HRIS Employee Class Maintenance
HRIS Benefit Type Code Maintenance
HRIS Plan Code Maintenance

HRIS Employee Code Loading Process
HRIS Employee Code Reporting
HRIS Global Cycle Number Override
HRIS Benefits Reconciliation Process
OTIP Export Process - Members Only Version
OTIP Export Process - Full HRIS Version
OTIP Export Changes
One-Trust Benefits Profile
One-Trust Export Process
One-Trust Export Changes
Ontario SBCI Extract Profile
Ontario SBCI Extract Process
OTIP Benefits Profile
HRIS Benefits Update Process

Pension

Pension Credit Change
Pension Credit Report
Pension Credit Recalculation
Pension Credit Export Process
Pension Credit Import Process

BC Pension Reporting Menu

BC Pension Plan Report Creation
BC Pension Report Record Changes
BC Pension Plan Report Regeneration
BC Global Pension Plan Report
BC Global Pension Report Changes
Pension Eligibility Report
BC Pension Address Export
BC MPP Bargaining Unit Export
BC Pension Location Export
BC Pension Union Export

Alberta Pension Reporting

Alberta Pension Profile
TRF History Maintenance
TRF History Extract
Alberta TRF Merge Process
Alberta Teachers 1/200 Calculation
LAPP APEX Generation Report
LAPP APEX Adjustments
LAPP APEX Regeneration Report
LAPP APEX Merge Process
LAPP APEX Pension Adjustment Report

Saskatchewan Pension Generation Report

Saskatchewan Pension Adjustments
Saskatchewan Pension Report
Saskatchewan Teachers Pension – User Guide
Saskatchewan Termination Additions
Saskatchewan Termination Deletion
Saskatchewan Termination Report
Saskatchewan MEPP Report
Saskatchewan MEPP Adjustments
Saskatchewan MEPP Merge Process
Saskatchewan Teachers Group Life Generation Or Report
Saskatchewan Teachers Profile
Saskatchewan Teachers Group Life Adjustments
Saskatchewan Teachers Group Life Report
Saskatchewan Teachers Federation Report
Saskatchewan Civic Pension Report
Saskatchewan Civic Pension Adjustments

Manitoba RPNTE Starting Salary Report

Manitoba RPNTE Pension Generation Report
Manitoba RPNTE Pension Adjustments
Manitoba RPNTE Pension Report
Manitoba TRAF Pension Profile
Manitoba TRAF Pension Generation Report
Manitoba TRAF Pension Adjustments
Manitoba TRAF Pension Report
Manitoba BILL 57 Salary Report
Manitoba Benefit Earnings Update Process
Manitoba Teacher Monthly Report
Manitoba MSBA Pension Report
Manitoba Education Days Taught Report
Manitoba MSBA Pension Generation Report
Manitoba MSBA Pension Adjustments

Ontario Pension Reporting

Ontario Teachers' Pension Profile
Ontario Teachers' Pension Report Adjustments
Ontario Teachers' Pension Report Regeneration
Ontario Teachers' Pension PA Export
Ontario Teachers Pension Merge Process
Ontario Teachers Pension History
OMERS Pension Plan Creation
OMERS Pension Report Adjustments
OMERS Pension Report Regeneration
OMERS AVC Extract Process
Ontario Pension Credit Export Process
Ontario Pension Credit Import Process
Ontario Teachers' Pension Report Creation

Montana Pension Profile

TRS Pension Report
PERS Address Update Process
PERS Pension Report
TRS PERS Pension Record Changes
TRS Pension Merge & Report Process

T4A Process Guide

Balancing Your T4A's
Generating and Distributing Your T4A's
Submitting the T4A's to CRA
Amending T4/T4A

Payroll Demographics

Employee Record Deletions
Employee Record Purge
Employee Status Adjustment
Payroll History Inquiry
Global Deduction Changes
Employee Deduction Removal Process
Deduction Table Update
Employee Record Rebuild
Employee Rebuild Differences Report
Employee Record Movement
Multiple Date or Period Changes
Global Employee Status Adjustment
Global Function Line Processing
Email Statement Field Changes
Email Statement Field Report
Mass Email Process
Employee Accumulated Tax Changes
Employee Accumulated Tax Report
As of Age Salary Update
Employee Update As of Age or Salary
As of Age Salary Change
As of Age Salary Report
Life Insurance Coverage Report
Employee Deduction Import Process

Employee Advance/Reclaim Menu

Annual Advance & Recoup Calculation Process
Deduction Advance Pay Calculation Process

Global Employee Date Changes
Employee Maintenance

Generate Payroll

Payroll Data Entry Menu

Timesheet Maintenance
Timesheet Entry
Weekly Timecard Entry
Weekly Timesheet Entry
Timesheet Entry Generation Process
Variable Deduction Entry
Variable Deduction Edit
Multiple Variable Deductions
Gross Pay Retro
Saskatchewan Retro Process
Employee Transaction Inquiry
Statutory Pay Generation Process
Timesheet/Variable Deduction Interface Process
Timesheet/Variable Deduction Export Process

Daily Time Entry Menu

Daily Time Entry
Daily Time Profile
Daily Time Entry Code Maintenance
Daily Time Entry Batch Default Codes
Daily Time Date Activity Database
Daily Time Auto Pay Process
Missing Time Sheet Report
Time Sheet vs Function Line Exception Report
DTE Timesheet Retro Process
Selective DTE Timesheet Retro Process

Web Time Entry Menu

Web Time Entry Access Profile
Web Time Entry Payroll Profile
Web Time Entry Category Maintenance
Employee Web Time Entry Field Changes
Web Timesheet Entry Report
Web Timesheet Entry Audit Report
Web Timesheet Entry Import Process
Schedule/Absence Timesheet Matching Process
Timesheet Position Transaction Report
Web Timesheet Soft Delete

Batch Maintenance

Audit & Balance Report
Batch Control Changes
Batch File Inventory
Batch Transaction By Pay/Deduction Code Report
Batch Transaction Analysis Report
Batch Removal Process
Batch Pay Rate Update
Leave Use Analysis Report
Timesheet Hours Analysis Report
Batch Suspension Process

Time Entry Adjustment Process

T4/T4A Processing

T4/T4A Pension Adjustment Menu

Pension Adjustment Additions
Pension Adjustment Changes
Pension Adjustment Deletions
Pension Adjustment Inquiry
Pension Adjustment Report
Pension Adjustment Purge Process
Pension Adjustment Calculation Profile
Pension Adjustment Calculation Process
BC Pension Adjustment Upload
Pension Adjustment Export Process
Pension Adjustment Import Process
Ontario Omers Pension Adjustment Upload

T4/T4A Statement Archive/Removal

T4/T4A Processing Menu

Build PDF/Email T4/T4A Statements
T4/T4A Statement Creation
CPP2 Balancing Process
T4/T4A Pre Validation Report
T4 Tax Eligible Reconciliation
T4/T4A Summary and Total Reporting
T4/T4A Statement Maintenance
T4/T4A Statement inquiry
T4/T4A Statement Regeneration
T4/T4A Amended / Cancelled Statement Processing
T4/T4A Statement Print
T4/T4A CRA File Changes
T4/T4A CRA File Inquiry
T4/T4A XML Creation
T4/T4A Merge Creation
T4/T4A Merge Regeneration
T4/T4A Statement Archive/Removal Process
T4/T4A Merged Amended / Cancelled Processing
T4/T4A Merge Summary and Total Reporting
T4/T4A Tax Forms Format Profile

Payroll System Maintenance

System Maintenance Menu

Payroll Database Maintenance

Batch Type Code
Cost Center Code
Occupation Code
Shift Code
Pay Code
Employee Code
Location Code

Deduction Codes

Arrears Deduction
Advance And Reclaim Deduction
Percent of Net Pay Deduction
Group 0 - Pre-Authorized Debit Deduction
Group 0 - Employer Payroll And Benefit Tax
Group 1 - Pension Deductions
Group 2 - Union Deductions
Group 3 - Life Insurance Deductions
Group 4 - Voluntary Deductions
Group 5 - Non-Voluntary Deductions
Groups 6, 7, 8 - Canadian Federal Deductions

Bank Cycle Code
Salary Grid
Employer Constants U.S.
Frequency Code
Pay Cycle Code
Banking Constants
EI Table - Canada Only
Payroll Calendar
Federal Exemptions
Provincial/State Exemptions
Other Exemptions
Federal Tax Table
Provincial/State Tax Table
Other Tax Table
Storage Bank Table Control
Storage Bank Control
Transit Numbers
User Defined
Deduction Rate Table
Provincial Tax Parameters
Calendar Copy and Edit
Employer Constants (Canadian)

Payroll Profile Maintenance Menu

Payroll Master Profile

Payroll Location Profile Menu

Human Resources Master Profile
Payroll Location Additions
Payroll Location Deletions
Payroll Location Report
Payroll Interlink File Additions
Payroll Interlink File Changes
Payroll Interlink File Deletions
Payroll Interlink File Report

General Ledger Account Format
User Specific Parameters Profile
Cheque Parameters Profile
Cheque Parameter Report
Earnings Statement Parameter Profile
Earnings Statement Parameter Report

Custom User Reports Profile

EI Employer Share Adjustment (PRUIØX)
Employee Deduction Calculation And Update Report (PRCUØB)
Employee Original Hire Date Load Utility (PRQZØA)
Employee Password Initialization Process (PRCRØL)
Employee Pay Disposition Change (PRNWØA)
Increment Date Projection Process (PRBCØI)
Invalid Deduction Frequency Report (PRFRØA)
Saskatchewan Year End Benefit Liability Extraction (PRACØK)
TOCS Seniority Storage Bank Recalculation Process (PRBKØA)
BC Year End Benefit Liability Extraction Process (PRACØA)

Custom User Reports Menu
User Defined Benefits Definition Profile
Profile Audit Report
Global Email Profile

Payroll File Maintenance

Data base Copy
Time Sheet File Purge
EI History File Compression
EI History File Purge
EI Timesheet File Purge
GL History File Compression
GL Distribution File Purge
Storage Bank File Compression
Pool Bank File Compression
Earning Statement Archive Process
Payroll Audit Purge
Partial Period Payment Profile

Global Payroll Maintenance

Cross Payroll Deduction Limiting Profile & Report

Setting Up Auto Invoice Interfacing from Payroll

EI File Maintenance

EI Maintenance Menu

EI Adjustments
EI Transaction Inquiry
EI Transaction Report
EI Insurable History Report

Electronic File Processing

Additional Bank File Merge
CIBC Bank File Merge
HSBC Bank File Merge
CUCORP (Credit Unions) File Merge
CUCBC (Credit Unions of BC) File Merge
Teachers Regulation Branch
Bank Prenote Processing
Montana UI Transfer Process
Montana UI Transfer Changes
Montana Enumeration Verification Export
Montana CPI Export Process
PAD – Pre-Authorized Debit

Government Reporting

BCPSEA Data Elements
BCPSEA Casual and TTOC Setup
BCPSEA Troubleshooting
BCPSEA General Profile
BCPSEA Annual Salary Calculations
BCPSEA HR Connections

History Maintenance

History Maintenance Menu
Manual Cheque Entry
Year to Date Adjustments
Statement History Adjustments
Detailed Adjustments Report
Arrears Adjustments
Cheque/Deposit Cancellations

Miscellaneous Payroll Procedures

Master File Audit Report
Payroll Housecleaning
Interlink Upload/Download Process
Deduction Arrears Statement Report

Pay Estimate Inquiry

Payroll Employee Reporting

Name or Address Report
Name or Number Report
Employee Status Report
Invalid SIN or Birthdate Report
Employee Hiring or Birthdate Report
Employee Increment Date Report
Employee Earnings Report
Employee Deduction History Report
Cross Payroll Deduction Report
Earnings or Deduction Report
Deduction Analysis Report
Employee Deduction Report
Absent Deduction Report
Earnings Analysis By Deduction Report
Deduction Reconciliation Report
Detailed Union Report
Employee By Occupation Report
Employee Master Contract Report
Employee Contract History Report
Employee Status Inquiry Report
Year To Date Payroll Register
Payroll History Report
Payroll Register History Report
Employee Bank Account Report
Employee's Pay History Report
Employee Exemption Code Report
Employee Memo Report
Benefit Information Report
Payroll PIER Report
Payroll Master Report

Payroll Stream

Payroll Stream Menu
Earnings Detail Processing
Payroll Processing
Combined Payroll Stream

Pay Report Output Menu

Pay Report Output Maintenance
Pay Report Output Review
Pay Report Output Manual Archiving

Print Cheques or Earnings Statements
Detail GL Distribution Report - Online
Print Earnings Statements
Build PDF Or Email Earnings Statements
Gross Pay Comparison Report
Deduction History Comparison Report
Deduction Comparison Report
Life Insurance Coverage Comparison Report
Payroll Register Export Process
Export Employee Deductions
Payroll Update

ROE Processing

ROE Employer Constants
Employer Constants Report
Preliminary ROE Creation
Preliminary ROE Changes
Preliminary ROE Removal Process
ROE Report
Print ROES
Web ROE XML Mass Rejection
Web ROE XML Export Process
Web ROE Finalization Process
Finalized ROE Changes
Finalized ROE Inquiry
REPRINT Finalized ROES
Amended ROE Generation

Special Pay Run

Special Pay Run Employee Selection
Special Pay Run Report
Special Pay Run Purge Process
Miscellaneous Cheque Entry

Storage Bank Maintenance

Storage Bank Maintenance Menu
Global Storage Bank Additions
Storage Bank Adjustments
Storage Bank Inquiry
Storage Bank Report
Storage Bank Summary Report
Storage Bank Detail Report
Storage Bank Transaction Report
Storage Bank Transaction Type Report
Storage Bank Rebuild
Employee Bank Table Increment
Employee Storage Banks Pay Out
Storage Bank Transaction Analysis Report
Storage Bank by Location or Salary Grid Report
Storage Bank Hours Pay Out Process
Storage Bank Hours Cost Report
Storage Bank Interest Calculation Process
Storage Bank Payout Distributions
Storage Bank Adjustment Interface
External Increment Load Recalculation
External Storage Bank Clearing
TOCS To Teacher Storage Bank Move Process
Pool Bank Changes
Pool Bank Inquiry
Pool Bank Summary Report
Pool Bank Summary by Bank Report
Pool Bank Detail Report
Pool Bank Rebuild
Pool Bank Adjustments Report

T4 Processing Guide

Payroll T4 Processing Checklist
T4 Processing
T4 Setup
Balancing Your T4's
Generating the T4's
T4 Merge
T4 Statement Print
Submitting the T4's to CRA
T4 Amended Statement Processing
T4 Pension Adjustments - Quick Guide

Payroll Tax Notices

2022 July Payroll Tax Changes
2022 January Payroll Tax Changes
2021 July Payroll Tax Changes
2021 January Payroll Tax Changes
2023 January Payroll Tax Changes
2023 July Payroll Tax Changes
2024 January Payroll Tax Changes
2025 January Payroll Tax Changes
2025 July Payroll Tax Changes
2026 January Payroll Tax Changes

Pension Guides

BC PEBT Procedure for Change Set Up
BC Pension User Guide

Calendar Year End Checklist

Fiscal Year End Start-Up

MB School Fiscal Year end Start-Up
BC School Fiscal Year End Start-Up
ON School Fiscal Year End Start-Up
AB School Fiscal Year End Start-Up
SK School Fiscal Year End Start-Up

Cheque Reconciliation

Enter Returned Cheques
Cheque File Status Report
Reconciled/Purge Cheque Report

Payroll Maintenance

Payroll Projections
Salary Cost Projection Report
Actuarial Report
Salary Cost by Location Report
Salary Cost by GL Code Report
Salary Cost by Salary Grid Report
Salary Costing Report
FTE Distribution Report

Payroll Commitment Projection Menu

Payroll Projection Run
GL Preload Commitment Report
Load Commitments Process
Load Commitments Adjustment
GL Commitment Report
GL Decommitment Process
GL Commitment Purge
BPS Projection Interface

Salary Grid Adjustments

Employee Salary Grid Increment
Salary Grid Increment by Date
Salary Grid Payroll Update
Teacher to TOCS Salary Grid Reconciliation
Salary Grid Increment by Storage Bank

GL Distributions Menu

GL Distribution by Period Report
GL Inquiry by Employee #
GL Inquiry by GL Code
GL Report by GL Account Or Employee #
GL Adjustment Entry
Global GL Adjustment Process
GL Adjustment Deletions
GL Adjustment Import Process
Global GL Email Report
Global Cost Center Changes
GL Interface Re-Creation
Payroll Interface Cost Split

Payroll Year End Menu

Zero Employee Earnings or Deductions
Employee Contract Reset
Accumulated Tax Reset
WCB Cross Payroll Report

W2 Processing

W2 Report
W2 File Changes
W2 File Merge
Create W2 Print File
Create EFW2 File
Print W2 Statements
Create W2 Email Statements
Build PDF / Email W2 Statements

Pay Transparency Report
WCB Recalculation Adjustment

Timesheet Entry Web - User Guide

Employee Process: Entering, Adjusting & Viewing Timesheets
Supervisor Process: Authorizing Timesheets
Payroll Processes
Timesheet Entry Web Setup Information

Breadcrumbs

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Storage Bank Maintenance

Storage Bank Maintenance Menu
Global Storage Bank Additions
Storage Bank Adjustments
Storage Bank Inquiry
Storage Bank Report
Storage Bank Summary Report
Storage Bank Detail Report
Storage Bank Transaction Report
Storage Bank Transaction Type Report
Storage Bank Rebuild
Employee Bank Table Increment
Employee Storage Banks Pay Out
Storage Bank Transaction Analysis Report
Storage Bank by Location or Salary Grid Report
Storage Bank Hours Pay Out Process
Storage Bank Hours Cost Report
Storage Bank Interest Calculation Process
Storage Bank Payout Distributions
Storage Bank Adjustment Interface
External Increment Load Recalculation
External Storage Bank Clearing
TOCS To Teacher Storage Bank Move Process
Pool Bank Changes
Pool Bank Inquiry
Pool Bank Summary Report
Pool Bank Summary by Bank Report
Pool Bank Detail Report
Pool Bank Rebuild
Pool Bank Adjustments Report

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