Ancillary System Cleanup

This checklist outlines specific action items for HR professionals to take as we work toward Workday implementation. This includes proactive cleanup in our ancillary systems before they are decommissioned, such as JEMS PVL, JEMS Rate and Title, the Overload Approval System, and end dates for Temporary Base Adjustments (TBAs).

Ancillary System Cleanup for Compensation

• JEMS PVL
  • Clean up PVLs that are no longer needed
    • Run the 'List PVLs' report in JEMS PVL
    • Recommended to review at least the past five years in one-year increments
    • Print as spreadsheet and filter document status column to remove those that are in 'Filled' or 'Canceled' status
  • Email uwjobs@wisc.edu to 'cancel' any pending PVL transactions

See Unfilled Jobs Report for detailed instructions on how to use the report 

• JEMS Rate and Title
  • Clean up JEMS Rate/Title adjustments that are no longer needed
    • Run the 'List my Rate Adjustments' report in JEMS Rate and Title - Advanced Search Criteria
    • Recommended to review at least the past five years (proposed effective date) in one-year increments
    • Select the following Current Statuses (by clicking and holding Ctrl), and click submit: 
      • Comp Hold, Department Approved, Division Approved, Division Hold, Draft, Entered, New, Revised
    • Print as spreadsheet
  • Email compensation@ohr.wisc.edu to 'cancel' any pending R/T transactions

See JEMS Rate Adjustments Report for detailed instructions on how to use the report 

• Overload Approval System
  • Clean up overloads that are no longer needed
    • Pull a list of Overloads Pending Approval for your school, college, or division.
    • Not recommended to select a date range
    • If the overload was paid, finish the approvals
    • If the overload was never paid, cancel the overload

• Temporary Base Adjustments (TBAs)
  • Inform compensation@ohr.wisc.edu when employees terminate so the TBA can be ended using an accurate date
  • Always include an end date for new TBAs
  • Do not submit TBAs that span more than one year

If you have any questions about compensation ancillary system cleanup, please contact compensation@ohr.wisc.edu.