Release 10.2 of iTrust New Functionality Jennifer Kockler Relationship Manager Integral Systems, Inc

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Release 10.2 of i-Trust New Functionality
Jennifer KocklerRelationship ManagerIntegral
Systems, Inc.
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Objectives of Release 10.2

• Architectural Updates
• Primary focus of initial release
• Address constraints to adding new features
  functions
• Adopt relational database concepts
• Functional Enhancements
• Control Table enhancement
• Multi-state taxation and restructure of payroll
  balances
• Architectural changes will be more fully
  exploited in each subsequent release

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Control Tables

• System Parameter Table
• Allow both alpha and numeric values
• Gross-to-Net Table
• Increase GTN element number to 5 characters
• Allow for more calculation routines
• Increase account number length
• Add short description

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Control Tables

• Tax Entity and Tax Rate Tables
• Key by country, state, locality
• Sample entity key is USCA0005
• State abbreviation will be used primarily while
  numeric key is phased out
• Canadian entities will be keyed by country rather
  than special range of Tax Entity IDs
• Minimum wage at state level
• New short name field
• XML extract files of table contents
• Expand numeric fields

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Control Tables

• Contact Table (new)
• Store contact information currently input via run
  specifications
• Nations Table (new)
• Will be loaded with all ANSI codes
• Drop Down List Table (new for future use)
• Hold values to populate drop down lists
• Primary key will be DET number

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Employee Data

• Clean Up Basic Employee Data Segment 01
• Segment ID will be BAS
• All non-indicative data (such as benefits
  elections) moved to other segments
• Add distinct employee name fields, including Sur
  Name
• Job Assignment Data
• Segment ID will be JOB
• Increase Accounts from 3 to 7 and move to
  separate segment type ACT

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Employee Data

• Payroll Data Redefinition
• Restructure to allow multiple taxing entities and
  eliminate prior tax balances

• PERSONNEL PAYROLL AND TAX DATA
  U.S. PERI007
• MONOCO CORPORATION
• 0001009999 GONZALES,LARRY D.
  
• --FEDERAL TAXING INFORMATION--
• FED MRT STAT S FED ALLOWANCES 04
  FED ADDTL ALLOW 00
• FICA ELIG UI ELIGIBILITY
  IRS RESTRICTION
• FICA STATUS CHG ADDITIONAL WITHHOLDING
  
• EIC MARITAL STAT
  
• SRC OF W4 CHG DT 01/24/2008 SRC OF W4 CHG P
  
• --STATE TAXING INFORMATION--
  TOTAL STATES 02
• STATE CA 00005 CALIFORNIA
  INACTIVE
• RESIDENCE STATE Y MARITAL STATUS S
  PERCENT SERVICES 100.00
• ALLOWANCES 04 ADDL ALOWANCES 00
  EXEMPT AMOUNT
  
• SPECIAL IND NONRES CERT IND
  NONEMP CERT IND
• ADDITIONAL WITHHOLDING
  WORKSITE 12345
• STATES LAST TAXED 1 CA 2 OR 3 4
  5 WORKSITE EMPLOYED 12345
• LST PAY PR 05/26/2007 DED SCH W1 JOB PAYCYC
  1 W1 2 3 4 5
• PRIOR REG PAY CYCLES FED W STATES W W
  LOCALS

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Employee Data

• Gross-to-Net Data
• Add start and stop dates at employee level
• Associate related tax entity to each GTN
• Balances for prior entities will be in the same
  segment as current entities no more prior tax
  balances

• PERSONNEL GROSS-TO-NET
  BALANCES PERI027
• MONOCO CORPORATION
• 0001009999 GONZALES,LARRY D.
  
• GTN BAL AMOUNT REL
  ST START STOP
• 0020 FICA/OASDI QTD 576.32
• 0020 FICA/OASDI YTD 2116.33
• 0022 FEDERAL TAX QTD 1236.15
• 0022 FEDERAL TAX YTD 4310.39
• 0025 STATE TAX QTD 169.40 CA
• 0025 STATE TAX YTD 169.40 CA
• 0025 STATE TAX QTD 69.98 OR
• 0025 STATE TAX YTD 273.30 OR
• 0028 401K DEDCTN GTN 10.00
  01/01/2005 99/99/9999
• 0028 401K DEDCTN YTD 93.46
• 0028 401K DEDCTN USR 93.46
• PAGE FORWARD FOR ADDITIONAL DATA.

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Employee Data

• Tax Balances Redefinition
• Tax balances now stored by owning entity
• Elimination of prior tax balances
• Will facilitate easier reporting by taxing entity

• PERSONNEL TAXABLE
  GROSSES PERI028
• MONOCO CORPORATION
• 0001009999 GONZALES,LARRY D.
  
• TOTAL TAX RECORDS 10
• ENTITY PA 0039 PENNSYLVANIA
• GROSS MTD QTD
  YTD
• TOTAL 4937.12 4937.12
  4937.12
• TAXABLE 3876.00 3876.00
  3876.00
• DI 3876.00 3876.00
  3876.00
• UI 4937.12 4937.12
  4937.12
• WEEKS WORKED Q1 3 Q2 0
  Q3 0 Q4 0
• EXCESS LIFE YTD 24.33 PAY PERIODS
  YTD 3
• PAGE FORWARD FOR ADDITIONAL DATA.
• TRANS EMPL 001009999
  JOB 1 ORG QTR
• PA2TRAN MENU PF1HELP TEXT PF2PAGE BACK
  PF3PAGE FWD PF7INQUIRY
• PF8TABLE INQ PF11FUNC MENU PF12SIGN OFF

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User Interface

• User Interface Emulation
• Take fuller advantage of web interface while
  still accommodating green screen users by using
  3270-4 emulation
• Used for Control Table Menu in the initial
  release to display more lines of data on single
  page

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Future Releases

• Some plans for 10.2.x include
• Bring taxation rules from copybook CPWSICNT into
  control tables
• Add more job assignment segments
• Add more wage attachment segments
• Add taxing entity to time transactions
• Implement multiple grievances, disciplinary
  actions, accidents
• Implement new drop down list control table
• Rethink employee history

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Questions Comments

• Questions and comments about new functions?
• Suggestions for next releases?
• Dont go away! Technical discussion about
  Release 10.2 is coming up next