|
|
Date
Completed |
Maintenance Project |
Analyst |
Comments |
| 02/08 |
Provide specifications for verifying employee SSN using SSA's Enumeration Verification System. |
Kathy |
Release 1797 |
| 01/08 |
Be Smart About Safety - to record the "Be Smart About Safety" assessment by fund source and to generate automatic general ledger entries from the Workers Compensation Liability Account to the BSAS Liability Account. |
Patty |
Release 1804 |
| 01/08 |
Modify 1042-S process for 2007 tax year. |
Julia |
Release 1803 |
| 01/08 |
Modify W-2 in AYSO for 2007. |
Kathy |
|
| 01/08 |
Modify process in AYSO for separated employees - Part 1. |
Kathy |
|
| 12/07 |
Modify W-2 for 2007. |
Kathy |
Release 1796 |
| 08/07 |
Change sort options for Duplicate Insurance Report and Executive Life Imputed Income Reports. |
Julia |
Release 1780 |
| 07/07 |
Changes to U.S. Savings Bond Program. |
Julia |
Release 1773 |
| 07/07 |
Standaridize DOS codes for housing allowances. |
Kathy |
|
| 06/07 |
Add OPEB assessments to each payroll STIP file sent to UCOP. |
Patty |
Release 1769 |
| 04/07 |
Modify AYSO to include image of W2C. |
Kathy |
|
| 03/07 |
Modify PPS to increase OASDI. |
Kathy |
Release 1758 |
| 01/07 |
Modify 1042-S process for 2006 |
Julia |
Release 1753 |
| 01/07 |
Federal tax change for nonresident aliens. |
Julia |
Release 1750 |
| 01/07 |
Tax changes for tax treaty employees 998/999. |
Julia |
Release 1748 |
| 12/06 |
Modify W-2 for 2006. |
Kathy |
Release 1745 |
| 12/06 |
IR Code Section 409A reporting requirements. |
Kathy |
Release 1745 |
| 12/06 |
Develop 120-day edit to transfers of payroll expenses involving federal funds. |
Patty |
Release 1742 |
| 09/06 |
Online W-2 PPS requirements to allow for electronic W-2 and block data sent to 3rd party vendor. |
|
Release 1730 |
| 08/06 |
Federal taxchange for nonresident aliens. |
Julia |
Release 1721 (Phase 1) |
| 01/06 |
Modify 1042-S process to include Postdoc changes as well as year-end changes. |
Julia |
Release 1687 |
| 01/06 |
Modify W-4/DE4 template in PPS for 2006 changes. |
Kathy |
Release 1683 |
| 01/06 |
Develop student FICA edits in response to final regs. Modify PPS reports to not display SSNs unless required. |
Kathy |
Release 1682 |
| 01/06 |
Add employee W-2's to UCFY web site. |
|
ESI project completed |
| 12/21/05 |
Modify W-2 process for 2005 changes. |
Kathy |
Release 1681 |
| 12/05/05 |
Develop nonresident alien reports to assist campuses with changes in status. |
Julia |
Release 1679 |
| 11/05 |
Modify Pay Advice feature on UCFY to include Surepay advice information. |
Patty |
ESI project completed |
| 10/27/05 |
Complete NIH cap reporting requirements. |
Patty |
Release 1669 |
| 10/14/05 |
Add UC W8-BEN effective date to EDB. |
Julia |
Release 1667 |
| 08/03/05 |
Modify tax withholding allowances. |
Kathy |
Release 1656 |
| 06/23/05 |
Uncouple annuitant health from benefit admin assessment rate. Replace annuitant rate with OPEB rate. |
Patty |
Release 1653 |
| 06/07/05 |
Salary Limit Edit. |
Patty |
Release 1647 |
| 04/22/05 |
Develop separation dates edits. |
Julia |
Release 1638 |
| 02/16/05 |
Modify W4/DE4 template in PPS for 2005 changes. |
Kathy |
Release 1630 |
| 12/22/04 |
Refine address edits for US territories and military postal codes. |
Kathy |
Release 1616 |
| 12/22/04 |
Add address edits to ensure fewer errors for W2 reporting. |
Kathy |
Release 1616 |
| 12/14/04 |
Modify W2 process for 2004 changes. |
Kathy |
Release 1614 |
| 12/02/04 |
Modify history screens to add HCRA/DepCare. |
Julia |
Release 1611 |
| 11/1, 11/16, & 12/21/04 & 1/12/05 |
Add Postdoctoral Scholar Health Plan to PPS. |
Patty |
Releases 1605, 1607, 1615, 1618 |
| 07/27/04 |
Provide the option of transmitting payments to financial institutions via individual ACH transactions in addition to the current mode of EFT (i.e., using the Scholarshare model). |
Abdul |
Release 1592 |
| 05/17/04 |
Automate proration of vacation and sick leave usage for employees with split funding. |
Patty |
Release 1576 |
| 05/07/04 |
Modify online screens to delete SSN from departmental browse screens. |
Kathy |
Release 1573 |
| 05/06/04 |
Deletion of SSN from online reports. |
Kathy |
Release 1572 |
| 04/01/04 |
Modify online screens to delete SSN from header record. |
Kathy |
Release 1560 |
| 03/02/04 |
Modify the Checklist (IPIC) Screen to display the reported time for the employees within the Roster selection criteria. |
Patty |
Release 1554 |
| 01/26/04 |
Modify Magnetic Media for 1042-S process. |
Julia |
Release 1551 |
| 01/16/04 |
Modify Positive Pay Bank Reconciliation File to add Payee's Name. |
Patty |
Release 1547 |
| 12/31/03 |
Modify UPAY 830 form to include other State Withholding Tax State Code 1, 2, and 3 and create a fill-in form. |
Kathy |
Completed and added to Payroll and UCFY web sites. |
| 12/22/03 |
Modify Citizenship changes on Tax Treaty Expiration. |
Julia |
Release 1542 |
| 11/19/03 |
Modify 1042-S process for 2003 reporting. |
Julia |
Release 1533 |
| 10/16/03 |
Modify tax treaty limit enforcement for nonresident alien students. |
Julia |
Release 1525 |
| 07/24/03 |
Automate State withholding rate for bonus payments. |
Kathy |
Release 1503 |
| 06/02/03 |
Develop special compute process to facilitate the final payment of employees separating from University employment. |
Patty |
Phase 1 - Special Compute. Release 1492 |
| 05/02/03 |
Implement Scholarshare Section 529 Plan, including ACH payments to TIAA/CREF. |
Abdul |
Release 1487 |
| 02/20/03 |
Add W-4NR to UCFY web site. |
Julia |
Functional letter |
| 11/25/02 |
Modify 1042-S process for 2002 changes. |
Julia |
Release 1445 |
| 11/15/02 |
Modify W-2 process for 2002 changes. |
Kathy |
Release 1441 |
| 11/08/02 |
Implement DepCare Switchover from UC to SHPS. |
Julia |
Release 1440 |
| 08/29/02 |
EIC modifications. |
Kathy |
Release 1431 |
| 08/13/02 |
Enhance actions on separations, including the deletion of the end date on appointments and distributions when a separation date is entered. |
Patty |
Release 1429 |
| 06/26/02 |
Implement AB25 - Domestic Partner Changes to State tax processing. |
Kathy |
Release 1418 |
| 04/05/02 |
Update Executive Life Tables and Supplemental Life Tables. |
Kathy |
Release 1402 |
| 03/18/02 |
Earned Income Credit Table changes. |
Kathy |
Release 1400 |
| 03/06/02 |
Develop a new procedure to reference the University contributions to a departmental "default" account when an employee does not have a current PAR pay transaction. |
Patty |
Release 1397 |
| 02/26/02 |
Phase II - Consolidated Billing: Life, Disability, and AD&D. |
Patty |
Release 1396 |
| 02/06/02 |
Create a consolidated usage/accrual screen, including an adjustment column. |
Julia |
Release 1389 |
01/24/02
|
Modify 1042-S process for 2001 reporting.
|
Julia
|
Release 1388
|
12/17/01
|
Modify leave accrual calculations for fire fighters.
|
Abdul
|
Release 1383
|
11/27/01
|
Modify W-2 process for 2001 reporting.
|
Kathy
|
Release 1379
|
09/28/01
|
Provide modifications for enhancements to ORCA/OLRC, including the withholding of agency fees, faculty summer salary.
|
Patty
|
Release 1371
|
06/29/01
|
Develop reports to support the Faculty Summer Salary process.
|
Julia
|
Release 1356
|
06/13/01
|
Modify employee counts on the Standard/Detailed Deduction Report to include only true deductions taken. Campuses may find it useful to also have employee counts for Suspended Balances, Refunds, and Adjustments.
|
Abdul
|
Release 1351
|
04/26/01
|
Phase Ia - Consolidated Billing: Modify reports and include ADJ transactions for late separations, make available the historical premium activity file for local use; disable the 60-day limit.
|
Patty
|
Release 1342
|
02/22/01
|
Provide specifications for filing Form W-4 information on magnetic tape and preparing PPS for web application - Phase II.
|
Kathy
|
Release 1334 (Phase II)
|
02/16/01
|
Modify the Graduate Student Health, Fee and Tuition Remission programs to record partial fee remission in the expense distribution.
|
Abdul
|
Release 1333
|
01/16/01
|
Provide specifications for filing Form W-4 information on magnetic tape and preparing PPS for web application.
|
Kathy
|
Release 1325. Functional letter
|
12/19/00
|
Modify 1042-S process for 2000 reporting.
|
Julia
|
Release 1322
|
12/04/00
|
Modify W-2 process for 2000 reporting.
|
Kathy
|
Release 1318. Functional letter
|
09/01/00
|
Add an additional address field for off-campus locations without campus mail service for the delivery of University mail.
|
Julia
|
Release 1302. Functional letter
|
08/16/00
|
Modify dues calculation for AFSCME and AFT units.
|
Abdul
|
Release 1301
|
06/23/00
|
Modify PPS to support processing of ACH transactions at Wells Fargo Bank to Mellon Bank.
|
Patty
|
Release 1291
|
07/06/00
|
Blocking overtime for exempt employees.
|
Patty
|
Release 1289. Functional letter
|
06/06/00
|
Modify deduction register to produce self-bill for submission to health carriers (Consolidated Billing).
|
Patty
|
Release 1287. Functional letter
|
05/26/00
|
Allow health and welfare deductions to have both begin and end dates (HIPAA).
|
Julia
|
Release 1281. Functional letter
|
05/26/00
|
Modify citizenship status code "A"; Add 2 new codes "P & S".
|
Julia
|
Release 1279. Functional letter
|
01/20/00
|
Modify Overpayment Reports (PPP4203) to include net pay, DOS, and title code data.
|
Abdul
|
Release 1271
|
01/07/00
|
Modify 1042-S process for 1999 reporting.
|
Julia
|
Release 1268
|
01/04/00
|
Modify W-2 process for 1999 reporting.
|
Kathy
|
Release 1267. Functional letter
|
12/16/99
|
Check Disposition Override Sequence.
|
Patty
|
Release 1264
|
06/07/99
|
PAN screen fixes; addition of change indicators and change in display of comments entry screen.
|
Abdul
|
Release 1243
|
06/04/99
|
Modify the retirement derivation programs to recognize Budgetary Ending Dates.
|
Julia
|
Release 1242
|
05/25/99
|
Modify student/FICA rederivation rule for student status code.
|
Kathy
|
Release 1240. Functional letter
|
05/06/99
|
SX Phase II - Modify PPS to update EDB and pas SX increases and lump sums.
|
Patty
|
Release 1238
|
03/29/99
|
SX Phase I - Modify PPS to support pay increases and lump sum payments.
|
Patty
|
Release 1234
|
02/19/99
|
Modify the GHIP/UI calculation routine in the Distribution of Payroll Expense Reporting process.
|
Patty
|
Release 1229
|
01/06/99
|
Modify IAP reports to include prior year balances, adjusting entries, and additional sort options.
|
Patty
|
Release 1225
|
11/10/98
|
Modify committed salaries expenditure reporting (CSER) to recognize fund groupings that span fiscal years.
|
Patty
|
Release 1212. Functional letter
|
10/22/98
|
Modify payroll system to enforce dollar limit on transportation deductions and to apply taxes based on these limits.
|
Kathy
|
Release 1211. Functional letter
|
08/31/98
|
Remove TRIP data from EDB, since the last program ended, and all the leave awards have been made.
|
Patty
|
Release 1207
|
08/07/98
|
Change parking deductions to a pretax reduction to FWT, SWT & FICA Taxable grosses.
|
Kathy
|
Release 1202
|
08/06/98
|
Add new data element and edits for date of entry in U.S.
|
Julia
|
Release 1197. Functional letter
|
07/10/98
|
New citizenship status code for nonresident aliens who are exempt from OASDI but eligible for the tax treaty.
|
Julia
|
Release 1191. Functional letter
|
07/10/98
|
Revise the definition of data element Number 0184 - Visa/Work Permit End Date.
|
Julia
|
Release 1191. Functional letter
|
05/26/98
|
Develop mechanized reporting of new hires and returns to EDD.
|
Kathy
|
Release 1186. Functional letter
|
05/20/98
|
Develop a subset of Payroll Audit Record (PAR) screens for use by departmental offices.
|
Patty
|
Release 1184. Functional letter
|
04/24/98
|
Modify student FICA withholding procedures.
|
Kathy
|
Release 1183. Functional letter
|
03/17/98
|
Add the TX dues deduction structure whereby employees will contribute dues based upon their annual salary and a preset cap.
|
Abdul
|
Release 1177
|
03/10/98
|
Add a subsystem to the Distribution of Payroll Expense that will assess departmental funds for the General Liability Insurance program. This General Liability assessment is non-payroll, but will be based upon payroll data.
|
Patty
|
Release 1175. Functional letter
|
02/02/98
|
Enhance Student FICA reporting process. Eliminate housestaff from the Student FICA reports.
|
Nancy
|
Release 1167. Functional letter
|
12/24/97
|
Modify W-2 Reporting Process for 1997.
|
Nancy
|
Release 1161. Functional letter
|
12/09/97
|
Provide report from PPS to facilitate processing of extended sick leave credit.
|
Nancy
|
Release 1155. Functional letter
|
12/08/97
|
Modify the BUT so clerical employees can no longer contribute to AFSCME. Add CUE dues deductions.
|
Abdul
|
Functional letter
|
10/23/97
|
Develop Severance Pay Plan Screen. Note: Only Inquiry Screens were developed. A new subsystem is required for Entry/Update of Severance pay Data. (11/96)
|
Patty
|
Release 1148
|
09/24/97
|
Initialize to zero all compensable leave hours for a separated employee. (Per Internal Audit 3145.)
|
Patty
|
Release 1144
|
08/20/97
|
Automate intercampus financial journal process.
|
Patty
|
Functional letter
|
05/15/97
|
Establish UPTE dues deductions for HX employees.
|
Abdul
|
Release 1122. Functional letter
|
05/07/97
|
Revise I-4 mechanism so those employees with Description of Service (DOS) Codes for UNEX (and on-call rates) are eliminated from the I-4 routine.
|
Abdul
|
Release 1123
|
03/12/97
|
Develop committed salaries reporting process that will consolidate the General Ledger, Distribution of Payroll Expense, and employee information and provide management reports for departments
|
Patty
|
Functional letter
|
02/26/97
|
Capture Prior Name when Name Change is entered on-line.
|
Patty
|
Release 1112
|
01/30/97
|
Provide Retirement/FICA derivation for non-student employees.
|
Nancy
|
Release 1109. Functional letter
|
01/09/97
|
Enhance Data Element Screen to add JUMP function.
|
Patty & Paul
|
Functional letter
|
01/09/97
|
Add leading zeroes in the exemption field on the ETAX/ELAN screen so that Single 1 is displayed as Single 001.
|
Nancy & Paul
|
Functional letter
|
01/09/97
|
Automate Nonresident Alien Tax Withholding.
|
Julia
|
Functional letter
|
01/09/97
|
Add data elements for Other State Gross Name 1, 2, and 3 to a screen so that the data elements can be updated on-line.
|
Nancy/
Paul |
Functional letter
|
12/19/96
|
Modify 1042-S reporting process for 1996.
|
Julia
|
Release 1103
|
11/27/96
|
Modify W-2 reporting process for 1996.
|
Nancy
|
Release 1098
|
11/27/96
|
Modify State Quarterly Reporting Process to include State Taxable Gross. Add QTD State Taxable Gross and QTD State Deductions to the IBAL Screen.
|
Nancy
|
Release 1098
|
10/23/96
|
Modify IAP programming to assess Work-Study Funds for the IAP program.
|
Patty
|
Release 1092
|
10/10/96
|
Develop automated mechanism for processing bank account change notices.
|
Patty
|
Releases 1086 and 1091
|
10/09/96
|
Create PAN sort capability by Account/Fund.
|
Patty
|
Release 1089
|
09/25/96
|
Add edits for age in the compute process.
|
Julia
|
Release 1087
|
07/25/96
|
Add the UC Student Status Code and Number of Registered Units to the existing Retirement/FICA and Citizenship Post Authorization Notifications (PAN).
|
Nancy & Paul
|
Release 1080
|
07/15/96
|
Develop Incentive Award assessment mechanism.
|
Patty
|
Release 1077
|
04/19/96
|
Modify the OPTRS/THF subsystems based upon OPTRS/THF issues raised by campuses.
|
Patty
|
Release 1064
|
06/20/96
|
Transfer AD&D and Executive Life Insurance from arrears to advance deductions.
|
Julia
|
Functional letter
|
04/11/96
|
Develop a central office screen that will allow offices to override entered data, e.g., 403(b) change date.
|
Julia & Patty
|
Release 1061. Functional letter
|
04/11/96 |
Modify 403 (b) Change Date Override. Currently the 403 (b) Change Date is systematically set when a 403 (b) deduction is established. In cases where the 403 (b) deduction amount and the date should be changed, central offices should be able to correct the date.
|
Julia & Patty
|
Release 1061. Functional letter
|
04/11/96
|
Provide for 403 (b) de-enrollment upon separation.
|
Julia & Patty
|
Release 1061. Functional letter
|
04/11/96
|
Develop an automated derivation of the Insurance Salary Base.
|
Julia
|
Release 1061. Functional letter
|
03/19/96
|
Add two new visa codes to the Data Element Table.
|
Julia
|
Functional letter
|
02/09/96
|
Resolve consistency problem with Davis AFT dues deductions.
|
Abdul
|
Release 1050
|
12/11/95
|
Enhance leave accounting reports.
|
Patty
|
Release 1040
|
12/06/95
|
Reset MAC over the default limit to $9,500.
|
Julia & Patty
|
Release 1037. Functional letter
|
11/14/95
|
Modify the PPS to assign the next sequential PAR Control Number for an employee who has been purged from EDB and is subsequently rehired.
|
Patty
|
Release 1032
|
11/10/95
|
Modify W-2 reporting process for 1995.
|
Nancy
|
Release 1031
|
11/10/95
|
Modify the California Quarterly Reporting process to provide the total number of employees covered by Unemployment Insurance for each reporting period. The total number should include employees who received pay during the pay period that includes the 12th day of each month.
|
Nancy
|
Release 1031
|
|
10/23/95
|
Update copymember with new Graduate Student Title Codes affected by Partial
Fee Remission.
|
Abdul
|
Release 1027
|
|
10/95
|
Add legend (footnote) to the Benefits Premium Audit Register that explains
the various codes.
|
Julia
|
Release 1096
|
|
|
