<p> TYLER IMPLEMENTATION AGENDA</p><p>Session Date: 06/15 & 06/16 Start time: 8:30 AM End time: 4:00 PM</p><p>Product Module: Payroll/HR Tyler Resource: Chris DiRobbio</p><p>Session Title: Job Class Imports/Employee Building Set-up Training </p><p>Required Attendees  PR/HR Functional Leaders  PR/HR Core Users</p><p>Required Classroom Setup  Workstation for the Tyler Consultant, with access to Munis Live and Train  Internet access  Projector or Smart Board  Telephone  Ideally, one computer per class attendee, with access to Munis Train</p><p>Tyler U eLearning Prerequisites  Getting Started With The Munis Ribbon  Dashboard Quick Start  EE Building Overview  Employee Accruals Overview  Add an EE  Link an Employee to a Job Salary Record Client Responsibilities  Complete the setup tables – locations, Group/bu, job class, position control  Bring sample Employee Data to the session for 10-15 employees or have access to your legacy system. This should include Employee Demograhic info, Pay, Deductions and Benefits. </p><p>Session Topics Wednesday, 06/15 (AM)</p><p> Job Class Review o Review Functionality of the Job Class Master o Review Numbering Scheme- Map out before building in MUNIS o Review default pays and deductions for Job Classes o Complete Mapping of Job Class Codes Spreadsheet o Job Class Import into PR TRAIN o Proof Job Class Import o Load Job Class Codes into Live</p><p>Wednesday, 06/15 (PM) - Thursday</p><p> Employee Master  Enter a record explaining each field – determine which fields the client wants to bring in, and which ones are necessary  Dependents, Beneficiaries, Contacts  Explain Menu options  Employee Import  Employee Job/Salary – make sure types screen is populated in job class/position control  Review how is entering data into employee job/salary – all base pays should be added manually unless otherwise noted during PR/HR Analysis. Additional pays will either come in via Default types, manual add or employee import for Employee pay  Enter a few records, explaining each field as you go along  Start Date, End Date, Effective Date, Pay Status  Explain how data comes from salary tables or if manually keyed. Make sure all calculations are accurate  Demonstrate how the default types function worked  Explain Menu options  Employee Import for Employee Pay  Employee Deductions – review default types in job class/position control  Review how the client will enter data into Employee Deductions  Enter a few records, explaining each field  Explain the need to review records that were added initially, as well as the need to manually add/delete/update records and possible use of Employee Import  Explain Menu options  Employee Import for Employee Deductions  Employee Accruals – review the defaults types in job class/position control  Review how the client will enter data into Employee Accruals  Enter a few records, explaining each field  Accrual Date, Start Date, End Date, Limits  Review accrual history records, explaining fields  The importance of the date on the SOY records  Explain Menu options  Possibly using the accrual import  Topics for discussion  How is the employee data going to stay up to date  Users manually maintaining the data  Employee Import  Personnel Actions  All employees/pays/deductions must be in Live for their first parallel payroll</p><p>Session Wrap-up</p><p> Review of day’s accomplishments, tasks assigned and any open items requiring follow-up by the Implementation Consultant or decisions pending with the client.</p><p> Your Implementation Consultant will use the last 15 minutes of the training session to document the day’s activities and any open issues that need follow-up on the site report. </p>