Payroll Expense Transfer (PET) Process Improvements

The Payroll and CGA Compliance units recently conducted a LEAN study to create greater efficiencies in processing payroll expense transfers (PETs). The study resulted in the following process improvements, eliminating duplication of effort between the two units and creating value for our customers:

  • Effective September, 2018, the ServiceNow resolution notes will indicate to customers when a particular payroll transfer will post to the General Ledger and appear on the Distribution of Payroll Expense report.
  • Interunit submission deadlines were extended to provide additional time for CGA analysts to process submitted payroll transfers. The extended timeframe will allow CGA more time to troubleshoot incomplete transfers. It is anticipated that this will result in a greater number of payroll transfers that can be processed for a given month.