PRMI

Payroll Submission Date: February 2011

MyPRMI User Manual Version: 1.0

By R. Craig Estano

Copyright © 2011 Primary Residential Mortgage, Inc. All rights reserved. The information contained in this document is
CONFIDENTIAL and PROPRIETARY in nature, and subject to the rights and ownership of PRMI. Any and all unauthorized
copying or use of the contents hereof is prohibited.
The PRMI logo and experience are trademarks of Primary Residential Mortgage. All other brand or product names are or may
be trademarks or registered trademarks of their respective owners.

Primary Residential Mortgage, Inc.

4750 Wiley Post Way, Suite 200
Salt Lake City, UT 84116
 Payroll Submission

PUBLICATION RECORD

Version Date Primary Author Description

0.1 2/2/2011 R. Craig Estano Created initial draft
1.0 2/25/2011 R. Craig Estano Released
1.1 3/10/2011 R. Craig Estano New material released
1.2 3/24/2011 R. Craig Estano Days with No Punches
1.3 5/20/2011 R. Craig Estano

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TABLE OF CONTENTS

Publication Record .......................................................................................................................... 2

Overview ......................................................................................................................................... 5
Time Punches .............................................................................................................................. 6
Missing Time Punch ................................................................................................................... 7
Overlap Punch ............................................................................................................................. 8
Employee Dashboard ...................................................................................................................... 9
MyPRMI Time Capture ................................................................................................................ 10
Enter Time Punch ..................................................................................................................... 11
View Timesheet ........................................................................................................................ 12
Change Punch ........................................................................................................................... 14
Making a Time Change ............................................................................................................. 16
Adding a Time Punch ............................................................................................................... 17
Delete a Time Punch ................................................................................................................. 18
Sick, Vacation, Holiday ............................................................................................................ 20
Reminders ..................................................................................................................................... 23
Overlap Punch ........................................................................................................................... 24
Missing / Incomplete Punches .................................................................................................. 25
Un-agreed Pay Period ............................................................................................................... 25
Days with no punches ............................................................................................................... 26
Payroll Validation ......................................................................................................................... 28
Validation your Pay Period ....................................................................................................... 33
Timesheets, Wages, Commissions Dispute .................................................................................. 33
Employee Payroll Validation Disputes ..................................................................................... 34
Commission History Dispute .................................................................................................... 35
Paid Time Off Dispute .............................................................................................................. 36

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Notification ................................................................................................................................... 37
Employee Pay Period ................................................................................................................ 37
Missing Employee Agree .......................................................................................................... 37
Time Modification Review ....................................................................................................... 38
Call for Agreement ................................................................................................................... 38
Change has been made to your time Punches ........................................................................... 39

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OVERVIEW

The Payroll Submission system allows PRMI employees to capture their own time and make correcting

adjustments to that time. Adjustments are then reviewed and either approved or declined by your

supervisor.

Below is a basic flow for the Payroll Submission system along with the module that supports that function.

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TIME PUNCHES

If your normal work time is from 8 am to 5 pm with a one hour lunch (unpaid) and you take two 15 minute

paid breaks. Then your work time might look like the following:

Along with the two 15 minute paid breaks that makes an 8 hour work day.

In this example there are four punch times

IN punch OUT punch Out Type

8:00 am 10:00 am Clock Out - Break

10:15 am 12:00 pm Clock Out - Lunch

1:00 pm 3:00 pm Clock Out - Break

3:15 pm 5:00 pm Clock Out – End of day

The Payroll Submission system does not automatically create the two 15 minute break punches in order

to make your work day 8 hours. Until that occurs you should punch IN at 8 am, OUT at 12 pm for Lunch,

IN at 1 pm, OUT at 5 pm for the end of day.

In this example there are two punch times

IN punch OUT punch Out Type

8:00 am 12:00 pm Clock Out - Lunch

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1:00 pm 5:00 pm Clock Out – End of day

MISSING TIME PUNCH

If you forget to punch IN or OUT then that is called a missing punch.

For example if I punch IN at 8 am, OUT at 12 pm for lunch, IN at 1 pm but forget to punch out when I

leave for the day. In this example there are two punch times.

IN punch OUT punch Out Type

8:00 am 12:00 pm Clock Out - Lunch

1:00 pm Missing Clock Out – End of day

Missing punches need to be corrected. The system will remind you that there is a missing time punch.

Go into the View Timesheet module. Click on the time punch row with missing time and enter my missing

information.

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OVERLAP PUNCH

If I add a time punch and by mistake I start an OUT time after an IN time this is called an overlap punch.

For example it I punch IN at 8 am, OUT at 12 pm for lunch, then I use the add punch module to enter an
IN at 11 am and an OUT at 5 pm. In this example there are two punch times

IN punch OUT punch Out Type

8:00 am 12:00 pm Clock Out - Lunch

11:00 am 5:00 pm Clock Out – End of day

Overlap punches need to be corrected. The system will reminder you that an overlap punch exists.

Go into the View Timesheet module. Click the Change on the time punch row with an O (oh) in the first

column and correct the time.

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EMPLOYEE DASHBOARD

Employees have a dashboard which helps consolidate features into one web page.

There are two controls on this page:

1. Pay Period – Which control the period displayed

2. Branch and Employee – Which controls the branch and employee displayed (Only available if you

have Payroll Supervisor or Payroll Manager system permissions)

There are three sections on this page:

1. Timesheet

2. Compensation

3. Finalization and Reminders

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MYPRMI TIME CAPTURE

Time capture can occur in several ways. This section details the MyPRMI Time Capture web-based

screens.

You can access the Time Punch screen

from either the Clock Icon in the upper
right corner of the MyPRMI screen.

To access all Payroll Submission screen,

use the Home menu on the left hand side
of MyPRMI

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Or go into either the Employee or the

Manager Dashboard

ENTER TIME PUNCH

This screen allows you to

punch in and out.

Here is an example:

Punch IN upon arrival to

work.
Punch OUT for Lunch.
Punch IN after lunch.
Punch OUT at the end of
the day.

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VIEW TIMESHEET

This is the View Time

screen

There are 3 parts to the

screen

1. Pay Period Control

2. Time Punches

3. Timesheet

Pay Period Control

Allows you to control the

Pay Period display.

You may make modification

only to open periods. Once
the pay period is closed you
will not be allowed to make
modification to that period.
Any adjustments to your
pay period will need to be
corrected in a future pay
period.

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Time Punches

This section displays all of

your IN and OUT time
punches.

Timesheet

This section displays your

bi-weekly timesheet.

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CHANGE PUNCH

If any of your Time Punches are inaccurate you may correct them. Once you make a Time Punch change

it will display on your screen that a change is pending for your supervisor to review.

The change punch has two

parts.

1. There is a change link

available

2. A total count of your

change requests
pending for your
supervisor’s review.

Once you have requested a

change a “C” will appear in
the first column.

This time punch is in

CHANGE and pending your
supervisor’s review.

The RT and OT time

displays the original time
and the change link is not
available until after the

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supervisor review.

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MAKING A TIME CHANGE

If you are missing an IN or an OUT punch. Or if those times are not accurate you can change the punch

time. Here is an example of an actual change to a time punch.

Click the Change link on

the punch time row.

Complete the IN and OUT

punch.

You must select the

Reason and enter a
Comment.

Press the Submit button

when complete.

The punch row will not have

a “C” in the first column.
RT and OT display only the
original information and the
Change link is disabled until
your supervisor

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ADDING A TIME PUNCH

If you are completely missing a time punch then you will need to add one. Here is an example of adding

a time punch.

Click on the Add Punch

button

Enter the IN and OUT date

/ time along with the
Reason and Comment.

Press the Submit button

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DELETE A TIME PUNCH

If your time punch contains a completely incorrect entry you can delete it. Here is an example of deleting

a REGULAR time punch.

On the View Time screen

click on the Change link for
the row you want deleted

Press the Delete button

Vacation, Sick, Holiday and some of the other category types can be deleted directly from the View

Timesheet module.

On the View Time screen

click on DELETE

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SICK, VACATION, HOLIDAY

If you are where not at work because of sick, vacation, holiday, etc. Then you will need to add a Time
Punch to cover that absent time. Let look at the steps needed to perform that.

Go to the View Timesheet module.

I am missing my sick punch

for Feb 22nd.

Down towards the bottom

press the Add Punch button

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1. Change the date

2. Don’t worry about the

Out date.

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3. Select the Category

Your branch may not have

all these selections. You
list will be based on your
branch policies.

4. Select Missed Punch,

enter the Comment and
press the Submit button

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REMINDERS

You will automatically be

taken to the Employee
Dashboard and this
message will appear if you
have any reminders

There are four categories of reminder messages:

Category Reason

Overlapping punches You have overlapping punches

Missing / Incomplete Punches Either IN or OUT is missing from a time punch

Un-Agreed Pay Periods Timesheets, Commissions or Bonuses not agreed

Days with No Punches You are required to use the Time Capture system but have not
provided any punch times

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Reminder Section

Here is an example of
some of the reminder
message

OVERLAP PUNCH

Go into the View Timesheet module. Click the Change on the time punch row with an O (oh) in the first

column and correct the time.

An Overlapping Time
Punch reminder

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 Payroll Submission
One or both of these Time
Punches in incorrect.

Click on Change to modify

the incorrect punch.

MISSING / INCOMPLETE PUNCHES

A missing Time Punch occurs if you have an IN punch without an OUT or you have an OUT punch

without an IN.

A Missing Punch reminder

The actual Time Punch

would look like this….

You will need to press the

Change link for each row to
correct the time punch.

UN-AGREED PAY PERIOD

This indicates you have not agreed to a Pay Period

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An Un-Agreed Pay Period

reminder

1. Go to the Employee
Dashboard

2. Change the Pay Period

control if needed to
enter the correct period

3. Either Agree or Dispute

the Timesheet or
Compensation

DAYS WITH NO PUNCHES

This indicates that you are required to Punch IN and OUT but have missed days. There could be a

couple reasons for this:

1. You either didn’t punch in on a day you actually worked. Now you need to do an Add Punch.

2. Or you were away from the office without pay, Sick, on Vacation or it was a Holiday. Now you will

need to do an Add Punch.

A Days with No Punches

reminder

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1. Go to the View
Timesheet module

2. Identify the missing

day. Remember the
date. Press the Add
Punch button

3. Add the appropriate

Time Punch.

If this is for Sick, Vacation,

Holiday refer to that section
for instructions.

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 Payroll Submission

PAYROLL VALIDATION

The Employee Dashboard has nine sections available for Loan Originators. If you are not an LO then

some sections will not be displayed.

# Title Description
Pay Period This control allows you to change the Payroll Period
Timesheet Bi-weekly timesheet for this displayed Pay Period
Wages If you are designated as an hourly employee then this section displays
your hourly rate and if you are using Time Capture then this should
display your total Regular, Overtime, Double –time and Paid Time Off
(PTO) hours
Bonuses If you have been paid a bonus it would display in this section
Gross Commissions If you are paid commissions then it would display in this section
Deductions If you have Compensation Deductions it would display in this section
Summary This section displays your total compensation
Pay Period Validation Agree or Dispute your Timesheet and Compensation
Payroll Reminder This section indicates if you have an Overlap, Missing, Time Punch
Changes or Days with no punches

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 Payroll Submission
Here is a description of each part

Pay Period Control

Allows you to control the

Pay Period display.

You may make modification

only to open periods. Once
the pay period is closed you
will not be allowed to make
modification. Any
adjustments to your pay
period will need to be
corrected in a future pay
period.

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 Payroll Submission
Timesheet

This section displays your

bi-weekly timesheet.

Wages

Hour or salary information

Bonus

This part will only appear if

you are a loan originator.

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Gross Commissions

Advance “Y” indicates that

the commission is an
advance.

The Spread column shows

commissions held until the
next pay period.

Deductions

Summary

The display layout depends

on may things. If you are a
LO, you paid hourly or
salary, etc.

Pay Period Validation

EVERY employee should

Agree or Dispute both their
Timesheet and
Compensation even if they
are zero!

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 Payroll Submission

If an error message
appears then you must first
correct the issue before you
Agree.

Once you Agree the

buttons change to Retract

This section has the following buttons:

You should be entering and tracking your time during the bi-weekly period.

Now, you have one last chance to verify that your timesheet is accurate. If

not, then you’ll need to go to the View Timesheet module and add, change

Agree to Time Sheet or delete time punches then your supervisor will need to review those

modifications.

Once your time is accurate for the entire bi-weekly pay period you must

“Agree to Time Sheet”

If you have made modification to time punches but your supervisor has

declined them you may dispute the time punches but pressing this button.
Dispute Time Sheet
The Dispute module will appear where you can explain your reasoning.

NOTE: The dispute module is explained in a separate section below.

You should review any commissions, bonuses and overrides paid during this
Agree to Compensation
pay period. Press this button if you Agree

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If you disagree with the commission, wage (if you originate loans only) then

you may dispute this information. The Dispute module will appear where you
Dispute Compensation
can explain your reasoning.

NOTE: The dispute module is explained in a separate section below.

Agree Timesheet has already been selected and you want to retract your
Retract Time Sheet
Agree

Agree Compensation has already been selected and you want to retract your
Retract Compensation
Agree.

VALIDATION YOUR PAY PERIOD

At the end of the EVERY Pay Period the following steps should be completed:

1. Employees should normally have 2 weeks of Time Capture. If you were sick, on vacation or there

was a holiday you should do to Add Punch to get those days into the Time Capture system.

2. You have corrected any missing or overlap punches.

3. Your supervisor should have reviewed all Time Punch Changes to either approve or decline

those changes.

4. Your branch should have calculated all Commission, Bonuses or Overrides, if applicable.

5. The last step is to go to the Employee Dashboard to review the pay period. You are REQUIRED

to either Agree or Dispute both your timesheet and your compensation even if they are zero.

TIMESHEETS, WAGES, COMMISSIONS DISPUTE

There are three modules where an employee can dispute the Payroll Submission data.

Category Reason

Employee Payroll Validation An employee can dispute their Timesheet or Compensation

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Commission History <Not available yet>

Paid Time Off <Not available yet>

EMPLOYEE PAYROLL VALIDATION DISPUTES

An employee may dispute their Timesheet or Compensation.

Timesheet If your Timesheet is incorrect then you may correct your own Time Punches. After you

make modification then your supervisor needs to review and either Approve or Decline

the change.

If a supervisor has declined your change and you still believe your modification is

accurate then you may dispute that Time Punch.

Compensation If you believe your Commission, Bonus or Override is incorrect then you may dispute

that.

1. Go to the Employee
Dashboard. There is a
dispute button for
Timesheet and
Compensation.

Press the appropriate

button

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2. Type in your dispute
text. By sure to include
what you’re disputing –
Timesheet or
Compensation.

When finished press the

Submit button

Your supervisor will review your dispute and can either Approve or Decline.

COMMISSION HISTORY DISPUTE

Employee Compensation History can be accessed through the following steps.

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1. Go to the Manager
Dashboard.

2. Then select Employee

Compensation History

PAID TIME OFF DISPUTE

<No available yet>

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NOTIFICATION

Employees will receive email notification for the following reasons:

Notification Reason

Employee Pay Period
Missing Employee Agree
Time Modification Review
Call for Agreement
Change has been made to
your time Punches
On the Sunday following the close of a Pay Period you will
automatically receive this notification
You have not agreed to either the Timesheet or Compensation
Your supervisor has reviewed your Time Punch Changes or Add
Punch
On Monday following the close of a Pay Period if you have not
already agreed or disputed your Timesheet and Compensation
A supervisor has made a modification or added a punch to your
timesheet.

EMPLOYEE PAY PERIOD

MISSING EMPLOYEE AGREE

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TIME MODIFICATION REVIEW

CALL FOR AGREEMENT

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CHANGE HAS BEEN MADE TO YOUR TIME PUNCHES

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