• For federal tax purposes, the following pre-tax benefits are excluded from the gross taxable federal wages in Box 1 (Wages, Tips, Other Compensation) on the employee’s Form W-2:
  • certain contributions to the Commonwealth Retirement Plan (SERS)
  • contributions to the Optional Retirement Program (ORP)
  • contributions to the 401(a) Gap Plan
  • contributions to the Dependent Care Assistance Plan (DCAP)
  • contributions to the 457(b) Deferred Compensation Plan (excluding the After Tax contributions to the 457(b) Roth Plan reported in Box 12EE)
  • contributions to the 403(b) Elective Deferral Savings Plan
  • certain contributions to the Pre-Tax Parking and Transit Pass Programs
  • certain payments of Health Insurance Premiums
  • contributions to Health Care Saving Account (HSCA) and Health Care Saving Account Fee (HCSAF).

For Massachusetts state tax purposes, the following pre-tax benefits are excluded from the gross taxable state wages in Box 16 (State Wages, Tips, etc.) on the employee’s Form W-2:
• contributions to the 401(a) Gap Plan
• certain contributions to the Dependent Care Assistance Plan (DCAP)
• contributions to the 457(b) Deferred Compensation Plan (excluding the After Tax contributions to the 457(b) Roth Plan reported in Box 12EE)
• contributions to the 403(b) Elective Deferral Savings Plan
• certain contributions to the Pre-Tax Parking and Transit Pass Programs
• certain payments of Health Insurance Premiums
• contributions to Health Care Saving Account (HSCA)
• contributions to Health Care Saving Account HCSA Fee (HCSAF)

Generally, state wages (Box 16) are higher than federal wages (Box 1) because contributions to SERS and ORP are excluded from federal wages, but not from state wages. State wages include the value of tuition and fee waivers for graduate level courses for employee dependents.

Box 12DD displays the cost of employer-provided group health insurance. This is for informational purposes only and has no effect on your grosses or taxes. If there are more than five entries in Box 12, or more than four entries in Box 14, a second W-2 will print with only that information.

Box 14 Codes (if applicable) are as follows for 2016:

• 14O – Health Care Spending Account (with HCSA Fee)
• 14S – Personal Use Auto 14T – Housing Allowance
• 14V – Pre-Tax Parking
• 14W – Qualified Transit/Parking
• 14X – Post-Tax Retirement14Y – Pre-Tax Retirement
• 14Z – Pre-Tax Health Insurance

Note to foreign employees about 1042-S Forms:
If you are an employee who has claimed exemption from income tax withholding based on a tax treaty, your exempt treaty wages will be reported on a 1042-S form. Your taxable wages (if applicable) will be reported on a W-2 form. If you were not a U.S. citizen or U.S. resident for some portion of the tax year and you received a vendor payment or certain scholarships and awards (outside of payroll), you may receive one or more 1042-S forms.

The 1042-S forms will be delivered to the foreign employees separately from the W-2 forms. They are scheduled to be distributed by March 15, 2018 in accordance with IRS requirements.

Please contact your Human Resource or Payroll Office:
1. to obtain a reprint of your Form W-2 if your copy is misplaced or lost. You can do this yourself if you have access to the PeopleSoft self-service panel, but be careful when you print them as your SSN and address are there. or
2. to obtain a Form W-2C (Statement of Corrected Income and Tax Amounts) if your name, social security number or any of the information reported on Form W-2 is incorrect, or
3. for information about the contents of specific boxes on Form W-2, or if you have any additional questions.

The post 2017 Tax Reporting appeared first on HR Direct.

For federal tax purposes, the following pre-tax benefits are excluded from the gross taxable federal wages in Box 1 (Wages, Tips, Other Compensation) on the employee’s Form W-2:

• certain contributions to the Commonwealth Retirement Plan (SERS)
• contributions to the Optional Retirement Program (ORP)
• contributions to the 401(a) Gap Plan
• contributions to the Dependent Care Assistance Plan (DCAP)
• contributions to the 457(b) Deferred Compensation Plan (excluding the After Tax contributions to the 457(b) Roth Plan reported in Box 12EE)
• contributions to the 403(b) Elective Deferral Savings Plan
• certain contributions to the Pre-Tax Parking and Transit Pass Programs
• certain payments of Health Insurance Premiums
• contributions to Health Care Saving Account (HSCA) and Health Care Saving Account Fee (HCSAF).

For Massachusetts state tax purposes, the following pre-tax benefits are excluded from the gross taxable state wages in Box 16 (State Wages, Tips, etc.) on the employee’s Form W-2:

• contributions to the 401(a) Gap Plan
• certain contributions to the Dependent Care Assistance Plan (DCAP)
• contributions to the 457(b) Deferred Compensation Plan (excluding the After Tax contributions to the 457(b) Roth Plan reported in Box 12EE)
• contributions to the 403(b) Elective Deferral Savings Plan
• certain contributions to the Pre-Tax Parking and Transit Pass Programs
• certain payments of Health Insurance Premiums
• contributions to Health Care Saving Account (HSCA)
• contributions to Health Care Saving Account HCSA Fee (HCSAF)

Generally, state wages (Box 16) are higher than federal wages (Box 1) because contributions to SERS and ORP are excluded from federal wages, but not from state wages.  State wages include the value of tuition and fee waivers for graduate level courses for employee dependents.

Box 12DD displays the cost of employer-provided group health insurance.  This is for informational purposes only and has no effect on your grosses or taxes.   If there are more than five entries in Box 12, or more than four entries in Box 14, a second W-2 will print with only that information.

Box 14 Codes (if applicable) are as follows for 2016:

Note to foreign employees about 1042-S Forms:

If you are an employee who has claimed exemption from income tax withholding based on a tax treaty, your exempt treaty wages will be reported on a 1042-S form.  Your taxable wages (if applicable) will be reported on a W-2 form.  If you were not a U.S. citizen or U.S. resident for some portion of the tax year and you received a vendor payment or certain scholarships and awards (outside of payroll), you may receive one or more 1042-S forms.

The 1042-S forms will be delivered to the foreign employees separately from the W-2 forms.  They are scheduled to be distributed by March 15, 2017 in accordance with IRS requirements.

Please contact your Human Resource or Payroll Office:

1. to obtain a reprint of your Form W-2 if your copy is misplaced or lost. You can do this yourself if you have access to the PeopleSoft self-service panel, but be careful when you print them as your SSN and address are there.   or
2. to obtain a Form W-2C (Statement of Corrected Income and Tax Amounts) if your name, social security number or any of the information reported on Form W-2 is incorrect, or
3. for information about the contents of specific boxes on Form W-2, or
4. if you have any additional questions.

The post 2016 Tax Reporting appeared first on HR Direct.

1. Finance Production:  will not be available Thursday (after 5 PM), Friday, Saturday or Sunday; May 12 (5 PM) – May 15.
2. Finance Reporting: will be available on Friday, May 13 with data as of Wednesday, May 11 (post batch).  Finance Reporting will not be available on Saturday or Sunday.
3. Finance Production and Reporting: will be available on Monday morning, May 16.  Batch will have run on Sunday so data will be up to date in both environments.
4. Summit:
   1. Summit availability will not change during this time.  Summit Finance data during the event will be as of Wednesday, May 11 (post batch).
   2. Summit batch will have run on Sunday so Finance data will be up to date on Monday morning, May 16.
5. Buyways: users can login and perform searches, but there is no communication to PeopleSoft during the downtime.

Please note:  Summit HR Batch will run as scheduled, however Position Management data will not be updated with Finance data during this time period as well; HR data will continue to update.

The post Finance Tools and Database Upgrade impacts for Summit HR appeared first on HR Direct.

For federal tax purposes, the following pre-tax benefits are excluded from the gross taxable federal wages in Box 1 (Wages, Tips, Other Compensation) on the employee’s Form W-2:
• certain contributions to the Commonwealth Retirement Plan (SERS)
• contributions to the Optional Retirement Program (ORP)
• contributions to the 401(a) Gap Plan
• contributions to the Dependent Care Assistance Plan (DCAP)
• contributions to the 457(b) Deferred Compensation Plan (excluding the After Tax contributions to the 457(b) Roth Plan reported in Box 12EE)
• contributions to the 403(b) Elective Deferral Savings Plan
• certain contributions to the Pre-Tax Parking and Transit Pass Programs
• certain payments of Health Insurance Premiums
• contributions to Health Care Saving Account (HSCA) and Health Care Saving Account Fee (HCSAF).

For Massachusetts state tax purposes, the following pre-tax benefits are excluded from the gross taxable state wages in Box 16 (State Wages, Tips, etc.) on the employee’s Form W-2:
• contributions to the 401(a) Gap Plan
• certain contributions to the Dependent Care Assistance Plan (DCAP)
• contributions to the 457(b) Deferred Compensation Plan (excluding the After Tax contributions to the 457(b) Roth Plan reported in Box 12EE)
• contributions to the 403(b) Elective Deferral Savings Plan
• certain contributions to the Pre-Tax Parking and Transit Pass Programs
• certain payments of Health Insurance Premiums
• contributions to Health Care Saving Account (HSCA)
• contributions to Health Care Saving Account HCSA Fee (HCSAF)

Generally, state wages (Box 16) are higher than federal wages (Box 1) because contributions to SERS and ORP are excluded from federal wages, but not from state wages. State wages include the value of tuition and fee waivers for graduate level courses for employee dependents.

Box 12DD displays the cost of employer-provided group health insurance. This is for informational purposes only and has no effect on your grosses or taxes. If there are more than five entries in Box 12, or more than four entries in Box 14, a second W-2 will print with only that information.

Box 14 Codes (if applicable) are as follows for 2015:

14O – Health Care Spending Account (with HCSA Fee) 14W – Qualified Transit/Parking
14S – Personal Use Auto 14X – Post-Tax Retirement
14T – Housing Allowance 14Y – Pre-Tax Retirement
14V – Pre-Tax Parking 14Z – Pre-Tax Health Insurance

Note to foreign employees about 1042-S Forms:
If you are an employee who has claimed exemption from income tax withholding based on a tax treaty, your exempt treaty wages will be reported on a 1042-S form. Your taxable wages (if applicable) will be reported on a W-2 form. If you were not a U.S. citizen or U.S. resident for some portion of the tax year and you received a vendor payment or certain scholarships and awards (outside of payroll), you may receive one or more 1042-S forms.

The 1042-S forms will be delivered to the foreign employees separately from the W-2 forms. They are scheduled to be distributed by March 15, 2016 in accordance with IRS requirements.

Please contact your Human Resource or Payroll Office:
1. to obtain a reprint of your Form W-2 if your copy is misplaced or lost. You can do this yourself if you have access to the PeopleSoft self-service panel, but be careful when you print them as your SSN and address are there. or
2. to obtain a Form W-2C (Statement of Corrected Income and Tax Amounts) if your name, social security number or any of the information reported on Form W-2 is incorrect, or
3. for information about the contents of specific boxes on Form W-2, or
4. if you have any additional questions.

The post 2015 Tax Reporting and W2 changes appeared first on HR Direct.

For student employees, review your address in SiS.  SiS will then automatically update your address in HR Direct.  For non-student employees, log onto HR Direct and navigate on the menu to Self Service > Personal Information > Home and Mailing Address and update your information.

Once you are on the Home and Mailing Address page in HR Direct use the red EDIT mark to make any changes.

If you need assistance please contact Payroll@uml.edu

Human Resources & EOO

The post Important: W2, Verification of Mailing Address appeared first on HR Direct.

The post W2’s and 1042s Forms appeared first on HR Direct.

Or the Available Hours Block on your Paystub

for your remainingPersonal Time and plan to use before it expires.

The post Personal Time Expiration appeared first on HR Direct.

Changes go into place on Monday, October 26^th.

Screenshots of the new login page and list of systems being updated are shown below.

‘ SiS

‘ Salesforce

‘ HR Direct

‘ Finance

‘ Summit

‘ Document Imaging WebNow

‘ Effort Certificaiton

‘ UMass BuyWays

‘ Student Success Collaborative (SSC)

‘ Salesforce Employee

‘ Atomic Learning

The post Update to Logon Pages appeared first on HR Direct.

The post September 2015 – Attention New Employees appeared first on HR Direct.

The University is officially open on Friday, July 3, 2015 (skeleton staffing is fine). The official state holiday for July 4^th is on Saturday. Employees who are planning to work on July 3^rd can accrue holiday comp time to be used within 60 days.

Please see the HR Direct job aid for how to code your timesheet if you work on Friday, July 3^rd . If you are off on July 3^rd no time entry is needed for that day.

http://www.uml.edu/docs/ESS-Manage_Saturday_Holiday_tcm18-46484_tcm18-194684.pdf

The post July 4, 2015 Time Reporting Information appeared first on HR Direct.