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Payroll & Earnings Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat PDF format. Please choose the course name:

• Adjustment Notification Application (ANA)
• Adjustment Processing for Units (PR 120)
• Department Time Entry for Bi-Weekly Employees (TA 105)
• General Payroll & Earnings
• Foreign National Payments, Taxation, and Reporting
• Payroll Adjustment Request Interface System (PARIS)
• Payroll Webinars
• Labor Redistribution (PR 130)
• One-Time Pay (PR 135)
• Tuition Waiver Overview
• Working with Routing Queues in Banner
• Web Time Entry
• Workflow

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Adjustment Notification Application (ANA)

Participant Guide

• Adjustment Notification Application (ANA) Guide [updated: 12/20/10]

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Adjustment Processing for Units (PR 120)

This course teaches the basics on how to create the most common payroll adjustments using Banner Form: PZAADJT, Workflow and Adjustment Notification Application (ANA).

Job Aids

• Civil Service - Non Exempt: Terminal Benefits, Department Approver Actions [updated: 11/05/12]
• Civil Service - Non Exempt: Terminal Benefits, Department Originator Actions [updated: 11/05/12]
• Civil Service - Exempt: Terminal Benefits, Department Approver Actions [updated: 11/05/12]
• Civil Service - Exempt: Terminal Benefits, Department Originator Actions [updated: 11/05/12]
• Erasing an Adjustment (PZAADJT) [updated: 11/05/12]
• Monthly Employees: Terminal Benefits, Department Approver Actions [updated: 11/05/12]
• Monthly Employees: Terminal Benefits, Department Originator Actions [updated: 11/05/12]
• Reviewing Status of an Adjustment (PZAADJT) [updated: 11/05/12]
• Workflow Adjustment Status Search [updated: 11/05/12]

Participant Guide

• Adjustment Processing for Units (PR 120) [1.1 MB] [updated: 11/05/12]

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Department Time Entry for Bi-Weekly Employees (TA 105)

This course will cover the steps taken by an Originator for Department Time Entry, including extracting, editing and submitting Time Sheets.

Job Aids

• Approving All Timesheets At Once (Using PHADSUM) [updated: 11/05/12]
• Approving Bi-Weekly Timesheets in Banner (using PHATIME) [updated: 11/05/12]
• Comment Entry [updated: 11/05/12]
• Creating a Proxy for a Time Entry Role (NTRPROX) [updated: 11/05/12]
• Editing and Correcting Timesheets [updated: 11/05/12]
• Exempt Employees Exception Time Entry [updated: 11/05/12]
• Extracting Timesheets [updated: 11/05/12]
• FMLA Time Reporting [updated: 11/05/12]
• Non-Exempt Employees Work Schedules [updated: 11/05/12]
• Positive Time Entry for Student, Extra Help, Academic/Graduate Hourly [updated: 11/05/12]
• Restarting an Employee's Timesheet [updated: 11/05/12]

Participant Guide

• Department Time Entry for Bi-Weekly Employees (TA 105) [updated: 11/05/12]

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General Payroll & Earnings

Job Aid

• University Payroll Reports Guide [updated: 11/05/12]

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Foreign National Payments, Taxation, and Reporting

A series of workshops to provide guidance to unit personnel regarding the special documentation and processing requirements governing employment and other payments to foreign nationals.

Session I. Overview

This session provides general background information for processing payments to foreign nationals.

• Session I. Overview [updated: 10/10/11]

Session II. Tax Residency Status

This session covers the importance of determining residency status and how it affects payment to foreign nationals, University Payroll documentation requirements, and basic IRS withholding and reporting requirements.

• Session II. Tax Residency Status [updated: 11/05/12]

Session III. Payments to Employees and Students

This session provides specific information for making earnings, scholarship/fellowship, foreign source income, and other types of payments to nonresident alien employees and students.

• Session III. Payments to Employees and Students [updated: 11/05/12]

Session IV. Payments to Short-Term Visitors

This session provides information on processing service payments and reimbursement of expenses to nonresident aliens not employed by the University.

• Session IV. Payments to Short-Term Visitors [updated: 11/05/12]

Job Aids

• Country Codes [updated: 11/05/12]
• Visa Description [updated: 11/05/12]
• Common Issues for Delay of Payment [updated: 11/05/12]

Checklists for visa types

• B1, B2 [updated: 6/8/11]
• WT, WB [updated: 6/8/11]
• J1 [updated: 6/8/11]
• TN [updated: 6/8/11]
• Canada visitors [updated: 6/8/11]

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Payroll Adjustment Request Interface System (PARIS)

PARIS is the payroll adjustment entry system that interfaces with Banner. PARIS has been developed to replace the Adjustment Notification Application (ANA).

Navigational Tour

An introduction to the new application for payroll adjustments, including a navigational tour to help you get around.

• PARIS Navigational Tour [posted: 7/24/12]

Current Pay Adjustments

Instructional training for timesheet users/approvers in their new role as initiators of Current Pay Adjustments.

• PARIS Current Pay Period Adjustment [posted: 7/24/12]

Current Pay Adjustment Tutorials

Note: You will need Adobe Flash Player and JavaScript enabled in your browser to watch these recordings.

These tutorials have audio. If you do not have audio capability, please use the Closed Captioning function by clicking the CC button ( ) in the playback controls at the bottom of the video.

• PARIS Current Pay Adjustment Non-Exempt [12min 38sec]
  This tutorial will show you how to initiate Current Pay Adjustments for Civil Service Non-Exempt employees, such as an hourly employee who has a work schedule.
• PARIS Current Pay Adjustment Positive Time Entry [6min 29sec]
  This tutorial will help you learn how to initiate Current Pay Adjustments for Positive Time Entry employees, when the employee did not submit a timesheet.
• PARIS Current Pay Adjustment Exempt [8min 28sec]
  This tutorial will show you how to initiate Current Pay Adjustments for Civil Service Exempt employees.
• PARIS Current Pay Adjustment Exempt Feeder [7min 45sec]
  This tutorial will help you learn how to initiate a Current Pay Adjustment for Exempt employees who have their time entered through a feeder system.

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Payroll Webinars

Payroll Overview
A workshop to provide an overview of Payroll Operations including Payroll responsibilities and Departmental responsibilities in regards to paying employees and processing adjustments including but not limited to retro pay and overpayments.

• Payroll Overview [updated: 11/05/12]
• Payroll Overview Recorded Webinar [1hr 10min 35sec] [posted: 2/17/10]

Note: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this recording.

Time Reporting
Do you have time entry responsibilities, such as approving employees’ time sheets? Are you a Superuser who wants to be more super? If so, then this Webinar is for you! Take this Webinar from University Payroll to learn more about time entry basics, making corrections to time sheets, setting up a proxy, and more.

• Time Reporting [updated: 11/05/12]

Adjustments and Corrections to Payroll
This webinar covers adjustment and correction options for Payroll. Topics include processing basics and strategies to minimize the need for adjustments.

• Adjustments and Corrections to Payroll [updated: 11/05/12]
• Adjustments and Corrections to Payroll Recorded Webinar [1hr 27min 51sec] [3/12/10]

Note: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this recording.

Overpayments
This Webinar covers the procedures for processing payroll overpayments. Topics include how to avoid overpayments, an overview of the overpayment process, and how to handle special situations.

• Overpayments [updated: 11/05/12]

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Labor Redistribution (PR 130)

This course teaches you how to perform labor redistribution when a pay event for an employee has been charged to an incorrect FOAPAL. This process is also known as an earnings transfer.

Job Aids

• Performing Labor Redistributions [updated: 11/05/12]
• Year-End Labor Redistributions [updated: 2/26/13]

Participant Guide

• Labor Redistributions (PR 130) [updated: 11/05/12]

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One-Time Pay (PR 135)

This course teaches how one-time payments are created and processed. From time to time, departments need special, short-term expertise from a one-time employee who is paid on a one-time basis. Banner has a quick process for departments to set up this one-time payment.

Participant Guide

• One-Time Pay (PR 135) [updated: 11/05/12]

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Tuition Waiver Overview

Job Aid

• Tuition Waiver Overview [updated: 11/05/12]
• Tuition Waiver Overview Recorded Webinar [53min 35sec] [updated: 3/29/12]

Note: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this recording.

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Working with Routing Queues in Banner

Job Aid

• Working with Routing Queues in Banner [updated: 11/05/12]
• Overriding a Routing Queue (NBAJQUE) [updated: 11/05/12]

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Web Time Entry

Tutorials

NOTE: You will need Adobe Flash Player and JavaScript enabled in your browser to watch these online tutorials.

These tutorials have audio. If you do not have audio capability, please use the Closed Captioning function by clicking the CC button (  ) in the playback controls at the bottom of the video. These tutorials are best viewed in Internet Explorer 8, though other supported web browsers are Firefox, Safari and Chrome.

For Employees:

• Entering Your Time [8min 34sec]
• Changing Your Time [5min 19sec]

For Approvers:

• Approving Timesheets [7min 48sec]
• Changing Employees' Timesheets [5min 12sec]

Job Aid

• Return Time in Web Time Entry [updated: 10/10/11]

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Workflow

Job Aid

• Workflow Steps for the Department Originator [updated: 11/05/12]

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Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

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Last updated: February 26, 2013