COMPAS Crosswalk

Provided below are CPPS terminology alongside what the terms are called in CORE Payroll:

• Job Assignment: Appointment. Current assignments should be placed in the first position in CORE Payroll. Job assignment information for older assignments can be viewed via new job history functionality in CORE Payroll.

• Job Class: Title. A 6-digit alphanumeric field.

• Chop Check / Manual Check / Live Check: On-line check. A check issued to an employee outside of the regular payroll process.

• FLSA Status: FLSA Exempt

• Org ID: Department. The three-character Org ID code in CPPS will become a 4-character code in CORE Payroll. Tied to the Chart of Accounts in CORE, the Department code represents a financial structure rather than a business unit as it did in CPPS. 

• Mail Stop: now called Work Location, indicating where the employee sits. This is different than Pay Location which is where the payroll or administrative office is located.

• Maximum Rate: Salary Maximum

• Minimum Rate: Salary Minimum

• Pay Stub/Pay Check: Paychecks are also called Pay Slips or Pay Advices in CORE Payroll.

• Position Perm / Temp: Assignment Type

• Transfer / Departmental Transfer / Employee Transfer / External Transfer: Foreign Org. A transfer between two Principal Departments that are both in CORE Payroll.

• Work Title: Short description. The short description is limited to 15 characters.

Provided below are new terms and what the they mean in CORE Payroll:

• 3-dot Menu: 3-dot menus are a series of three dots on the user interface that, when selected, open a menu of available transactions or related actions. 3-dot menus help keep the CORE Payroll user interface tidy. 3-dot menus exist at different levels within the application including page-level, tab-level, and row-level.

• Adjustment Payroll Runs (a.k.a. “the 9s”). Supplemental Pay Cycles. An adjusting payroll run is used to make changes to a monthly payroll run that has been previously paid / posted. In CORE Payroll supplemental pay cycles will be used to address over- or under-payments, include items that were missed in a previously posted payroll cycle, and to process one-off, out-of-cycle payments for things like bonuses, commissions, and back pay. 

• Advantage Academy: Advantage Academy is an easy-to-use training platform that provides licensed users with on-demand access to a comprehensive, standardized training program for Advantage. Training materials in Advantage Academy are based on Advantage baseline functionality and are not tailored to reflect State of Colorado processes and application configuration.

• Advantage Assistant: Advantage Assistant is a new technology that enables users to get on-line support without ever leaving CORE Payroll. Two forms of support are available. Videos and screen guides. Video snippets provide process overviews and show users how to perform transactions. Step-by-step screen guides interactively lead users through the process of completing transactions. Advantage Assistant is context aware; when users open the tool, Assistant provides support resources that are tailored to the page and business role the user is accessing.

• Advantage Connect: Advantage Connect is a component of CGI’s Advantage software that facilitates integration of data into CORE Payroll. 

• Advantage Insight: Advantage Insight is a reporting tool built on Microsoft Power BI. This application supports the creation of paginated reports and allows us to put together paginated reports and other analytics.

• Analytics: A type of CORE Payroll report. Analytics support interactive, data analysis and can be used to visualize and interpret data. Analytics provide the capability to filter and drill-down into information as well as to export data. One Analytic will be deployed on each Home Page in CORE Payroll. Additionally, many legacy reports have been deployed as Analytics in CORE Payroll.

• Appointment ID: Job Assignment. The appointment in CORE Payroll is the same as the job assignment in CPPS. Current appointments should be placed in the first position in CORE Payroll. Users can also view historical appointment information.  

• Bookmark: You can bookmark transactions or pages by clicking the Star icon next to the transaction/page name. Organize bookmarks with personalized names and folders. Use them to get around CORE Payroll faster.

• Business Role: You will be assigned one or more business roles in CORE Payroll. Business roles tailor the application, providing efficient navigation to the transactions, inquiries, and resources that users in that role access most often.

• Caret: Carets (>) are arrows that, when clicked, allow the user to drill down in the application to view or enter additional data. Carets are also sometimes referred to as “Expand / Collapse” or “Show More” icons.

• Configurable Inquiry: A type of CORE Payroll report. Configurable Inquiries provide a quick and easy view of real-time information with CORE Payroll in an excel-like format. Users can filter data, then tailor the results and export the data from these online reports. Users can also visualize report data in chart format. Configurable Inquiries can be saved and shared.

• Favorite: Favorite the picklist items you use most often by clicking the Heart icon next to the value. The next time you place your cursor in the field, CORE Payroll will propose your favorite values first. Favorites make your work faster. There is no limit to how many favorites you can create.

• Gear Icon: Use the Gear icon to tailor CORE Payroll to your preferences. You can determine the visible search fields and grid columns. A Reset button allows you to revert to original settings if needed.

• Global Search Bar: The Global Search bar is available on every page in CORE Payroll. Use the category drop down to specify how the system searches. You can search using keywords or by page code. You can view all search results, or limit results to transactions, inquiries, or reference tables. The selections you make in the category drop down are “sticky,” meaning that they will remain until you change them. Global Search results are limited by your assigned business role.

• Grid / Advanced Grid: Within CORE Payroll, search results are displayed in a grid format and tools are available to help you work with data efficiently. You can:

  • Control the columns of information displayed on screen,

  • Control the order of columns displayed on the screen,

  • Specify how many records show on each page: 20, 50, 100, or 500,

  • Perform mass actions on selected records (e.g., discard/cancel or submit),

  • Export data from the grid.

Advanced grid features can aid more experienced users with data analysis! We’re talking pivot tables, the ability to pin and sort by selected columns, and advanced filtering capabilities to name a few.

• Home Page: Each business role has a Home Page in CORE Payroll. The Home Page has been thoughtfully designed to provide you with one-click access to the transactions, searches, and other tools you use most often. Home Pages streamline your work.

• Left-Side Navigation Menu: The Left-Side Navigation menu supports topic-based navigation, providing a simple way to navigate through the system. This menu is especially helpful for new CORE Payroll users who may not know what they are looking for.

• OCHK (pronounced "OH-check") is the page code for the on-line check transaction in CORE Payroll. This was called a CHOP check (a.k.a. a live check or a manual check) in CPPS. An OCHK is a check issued to an employee outside of the regular payroll process. This usually happens when an original check was incorrect, lost, or needed to be stopped, voided, or canceled.

• OTPAY (pronounced "OH-tee-pay") is the page code for a one-time payment. In CORE Payroll, the OTPAY transaction will be used to issue a single, non-recurring payment, such as a bonus.

• Outstanding Payment: An outstanding payment refers to a payment that is currently in processing status or a paper check that has not yet been cashed.

• Page Code: Page Codes provide a quick way for experienced CORE Payroll users to navigate through the application. Most transactions, tables, and inquiries have short alpha codes that, when entered into the Global Search bar, send users directly to the desired page.

• Paginated Reports: A paginated report is a type of report designed to be printed or shared, often formatted to fit well on a page. These PDF reports have an Excel-looking format and are typically used for operational reporting. Paginated reports are not being used for the first release of CORE Payroll. However, CORE users may have access to paginated reports. 

• Pay Slips/Pay Advices: Pay slip / pay advice is the CORE Payroll term for your pay stub or pay check.

• Pin: You can pin your searches for easy access on demand. Wherever you find Recent Searches, click the push-pin icon to save your search. A maximum of 10 search cards can be pinned. On the Recent Searches widget, use the toggle to view only pinned searches.

• Power BI: Power BI is a business analytics tool developed by Microsoft that enables users to visualize data, share insights, and make data-driven decisions. CORE Payroll developers use Advantage Insights to develop reports, which is the CGI deployment of Power BI. These reports are then deployed via the CORE Payroll application.

• Primary Navigation Bar: The Primary Navigation Bar is available on every page within CORE Payroll. It includes the following functions: global search, home icon, bookmark icon, alert icon, help icon, and user profile.

• Quick Link: Quick link tiles, which are available on the Home Page of each business role, provide one-click access to queries, transactions, and other resources you use regularly.

• Recurring Deduction: A recurring deduction is a deduction that is scheduled to occur over more than one pay period.

• Slicer: A slicer is a tool within an Analytic that allows users to dynamically filter data displayed by selecting specific values. For example, a slicer can be used to select a specific department in a dataset, which would then filter and update related visualizations to reflect data only for that selected department. 

• Smart Menu: A 9-dot “smart menu” provides a central location for comments and file attachments on CORE Payroll transactions. You may also hear this menu referred to as the “waffle icon.”

• Widget: Widgets, available from the Home Page of each business role, provide ready access to transactions that require your attention as well as information you regularly use such as recent transactions and browsing history.

• Workflow: CORE Payroll introduces a simple workflow which will automatically route all transactions to an approval queue for review before they are finalized. Workflow will help improve the accuracy of HR and Payroll calculations.

Questions related to this crosswalk should be directed to: corepayroll.help@state.co.us.