Encumbrances updated in PeopleSoft Finance for the 11/30/16 payroll – IMPORTANT! PLEASE REVIEW

posted Nov 29, 2016, 9:31 AM by Peyri Herrera
For organizations using PeopleSoft HCM, the MITI team continues to work to provide the best payroll encumbrance data possible. This month an update went into Production that fixed two more issues and the team is still working to improve encumbrances by continuing to refine the process. Detailed below are items that have been updated with the new programming and some items that we continue to refine.

What was fixed:

  • Positions less than 1.0 FTE are now encumbering the full amount of their benefits. For example, previously a 0.5 FTE position only had 50% of its benefits encumbered, a 0.70 FTE position only had 70% of its benefits encumbered, a 0.85 only had 85% of its benefits encumbered, and so on. This has been resolved in the November encumbrances.

  • There were instances where monthly positions did not have an entry on the Encumbrance Definition for taxes (OASDI, Medicare, and unemployment). These were employees with REG earning not listed as the first earnings (Row 0) in the earnings table for the month. The program has been updated to find REG earnings regardless of the row number.

Items still being worked on:

  • Taxes (OASDI, Medicare, and unemployment) are encumbered for REG earnings but DON’T include the taxes related to additional pay such as CFC, XAR, other normal monthly earnings (NME). This only applies to taxes. Other LRCs such as retirement, W/C, and H&W are appropriately encumbered.

  • Taxes (OASDI, Medicare, and unemployment) for exception hourly positions are not encumbered unless the employee in the position also has additional pay such as CFC, XAR, or other normal monthly earnings (NME). Exception hourly positions do have encumbrances for other LRCs such as retirement, W/C, and H&W.
The MITI team continues to work on the issues listed above to provide accurate information. We will send another update in a future announcement. Please continue to enter a HEAT ticket if there is an issue or error with your district’s payroll encumbrances.