STAT HOL 2 Retro Payments Guidelines

STAT HOL 2 Retro Payments Guidelines

GOAL: To provide an overview of the recommended steps to facilitate STATHOL2 on Retro payments. 

SCOPE: Causal Employees that would require 20 days prior, to obtain the percentage of STAT HOL payable. 

IMPORTANT NOTE: If a Board is paying out all 5 years at once, they should include all 5 years of data in one Exception Timesheet Import Spreadsheet. 

However, if the payments are being broken up by year, so should the STATHOL2 calculation in the Timesheet Import. 

PROCESS OVERVIEW

PAYROLL > GROUP DATA > BASIC GROUP DATA > EMP_GROUP

**Ensure Group is setup with STATHOL2**

STAFFING > POSITION & ASSIGNMENT > EID

**Verify EID active with GROUP for YEAR in question** 

Step 1: Look up the STAT_HOL2 YTD Amount for each Year from 2019 to 2024 per Employee

PAYROLL > PAY PROCESS > YTD RECORD ADJUSTMENT > EID + EMP_GROUP + YEAR

**STAT_HOL2 YTD = 1,105.15** 

STEP 2: Create a report and apply the Bill 124 Percentage Increases to STAT_HOL2 YTD Amount to detail the STAT_HOL2 earnings to each employee in Timesheet form. 

Example: Increase for 2019 = 0.75% & 2019 STAT_HOL2 YTD = 1105.15

= $1,105.15 * (0.75%) = $8.288625

Rounded Answer = $8.29

STEP 3: Create a .csv File on a per Employee Basis to detail the STAT_HOL2 Earnings by Employee, with either all 5 years or on a per year basis depending on how board is paying out Bill 124. 

IMPORTANT NOTE: If a Board is paying out all 5 years at once, they should include all 5 years of data in one Exception Timesheet Import Spreadsheet. 

However, if the payments are being broken up by year, so should the STATHOL2 calculation in the Timesheet Import. 

For the purposes of this document, we will assume all 5 years are being paid out together, hence the Timesheet Import would include 5 entries per Employee, one for each year, in the single Import File. 

BOARD CONTROL > GENERAL TABLES > IMPORT PROFILE MAINTENANCE > EXCEPTION TS

**Follow Exception Timesheet configuration** 

Note: Setup can vary from the example provided above. 

ALTERNATIVE: Per Year Import & Payment

NOTE: Should a board decide that they are splitting the Bill 124 payment up per year, the STATHOL2 Timesheet Import should have 5 separate imports as well. 

1 - Create an Exception Timesheet Import File for each of the 5 Years (2019 to 2024)

2 - Import all 5 years as Individual Exception Timesheet Batch (one per year)