Understanding and effectively managing and processing exceptions and time off is essential for accuracy, compliance, and financial transparency for payroll processors.

This part of the book serves as a practical guide tailored specifically for Indiana University, demystifying the intricacies of payroll exceptions, such as retroactive adjustments and off-cycle payments, as well as the protocols governing time off, including leave accruals and reporting. With clear expectations and real-world examples, this resource empowers payroll processors at Indiana University to navigate payroll complexities with confidence and clarity.

Policies

Review the below policies related to processing exceptions and time off:

• FIN-ACC-1: Role of Fiscal Officer, Account Manager, and Account Supervisor
• FIN-PAY-001: Payroll Compliance
• FIN-PAY-030: Timing of Payments and Off-Cycle Payroll
• FIN-PAY-050: Payroll Overpayment Processing
• FIN-TRE-121: Establishing and Generating Revenue-Producing Activity (RPA)
• HR-02-100: Reemployment Provisions
• HR-03-50: Premium Pay
• HR-03-70: Reward and Recognition Plans
• HR-04-40: Health Care Benefits during an Unpaid Leave of Absence
• HR-05-10: Discretionary Leave of Absence
• HR-05-20: Family and Medical Leave Act (FMLA) Rights
• HR-05-30: Holidays
• HR-05-60: Leaves for Military Duty and Military Families
• HR-06-03: Overtime
• HR-06-20: Attendance, Absences, and Personal Emergency
• HR-10-40: Voluntary and Involuntary Separation
• HR-11-30: Injury on the Job

Standards

Review the below standards related to processing exceptions and time off:

• PSOPS

Checklists

There are no checklists related to this portion of the book at this time. Please check back in the future!

TRAINING MATERIALS

Review the below training materials related to processing exceptions and time off:

• Introduction to Adjustment Vouchers Training Video 
• Adjustment Voucher Example-Additional Pay Training Video
• Adjustment Voucher Example-Missing Hours Training Video
• Adjustment Voucher Example-Overpayment Training Video
• Adjustment Voucher Example-Updating Accruals Training Video
• Off-Cycle Payroll Lifecycle Video

OTHER RELATED MATERIALS

Review the below other materials related to processing exceptions and time off:

• Instructions: Adjustment Voucher Instructions
• Reference Document: FLSA Excel 97-03 Worksheet
• Reference Document: Holiday Work Hours Decision Tree
• Reference Document: Master Earn Code List
• Reference Document: How to Claim a Final Paycheck
• Form: Overpayment Acknowledgement and Wage Adjustment Authorization
• Form: Paycheck Claim
• Form: Affidavit of No Administration
  
• Form: ePTO Support

IU Financial system reports and procedures

There are no IU financial system reports and procedures related to this portion of the book at this time. Please check back in the future!