DIOCESAN MATTERS Presented by: Dan O Malley, Lori Glenn, Deb Sheley, Linda Kaiser, Melissa Reyes, Judy Cross, Robert White, Joe Schneider, Thomas Mark

DIOCESAN MATTERS Presented by: Dan O Malley, Lori Glenn, Deb Sheley, Linda Kaiser, Melissa Reyes, Judy Cross, Robert White, Joe Schneider, Thomas Mark

INFORMATION AND FORMS All of the information that is contained in this PowerPoint and in today s meeting will be available on the Diocesan Website at www.rockforddiocese.org/commonthreads. On the site you will find links to all of the forms mentioned today and guides as to what is required.

INSURANCE Deb Sheley

ENROLLMENT CARDS Please ensure that new employees complete the card as soon as possible

HIPAA CREDITABLE COVERAGE INQUIRY Please ensure the HIPAA information is complete Information on this form is used by PBA when determining possible pre-existing claims

PRE-TAX DEPENDENT INSURANCE DEDUCTION ENROLLMENT FORM (SECTION 125) The Section 125 form is for those enrollees who would like dependent coverage for their families. They have the choice of taking the premium out of their check on a pre-tax or post-tax basis

HEALTH CARE PLAN EXTENSION REQUEST Please complete the Extension of Coverage form for all terminated employees Extension Form for Dependents Extension Form for Employees

HUMAN RESOURCES

EMPLOYEE CHECKLIST FORMS Other miscellaneous forms can be found on the Diocesan website under the Documents and Forms / Human Resources Employee Termination Checklist Part-Time Employee Checklist Full-Time Employee Checklist

PENSION Dan O Malley, Linda Kaiser

RETIREMENT PLANS Who is Eligible 403(b) Plan All employees Starts Immediately Lay Pension Trust Full-Time Lay Employees 12 months, Age 25 Contribution Type Pre-tax, Roth or Both Pre-tax Contribution Amount 0 100% of wages 15% of first 6% (match) 3%, 5%, and 6% Investments Held By Security Benefit Savant Capital Management Investing By Participant By Diocesan Commission Vesting Immediate 100% Years 3-7 (20% per year) Loans $1,000-$50,000 (50% limit) Not Available Contact Matt Young (877) 621-2784 Linda Kaiser, Dan O Malley Diocesan Offices

PENSION REMINDERS Have pension card completed when hiring new employees and mail in right away If an employee has major event (Marriage, Divorce, Death) please complete the beneficiary change form

DIAL Dan O Malley

WITHDRAWALS Be more descriptive i.e. Cover Expenses, Pay Bills -> Health Ins., Property Ins., etc. Any building projects please attach invoice or architect statement

STOCK SALES Dan O Malley

STOCK SALES Stock sale transactions through diocesan offices are done at no charge Advertise (High Market, Christmas and end of tax year) Stock transfer form ->

ACCOUNTING & DATA PROCESSING Melissa Reyes, Lori Glenn, Dan O Malley

REMINDERS FOR FINANCIAL REPORTING Chart of Accounts Available Online Record deposits as income and disbursements as expenses Reimbursement for non-parish/school items can go against expenses Use student service accounts (i.e. 2-47700 Athletic Income and 2-47750 Athletic Expense)

REMINDERS FOR FINANCIAL REPORTING Excess revenue can be deferred in June for next fiscal year (i.e. Home and School excess) Any donation for tuition report as 2-30850 Scholarship Inc. or 2-32210 Tuition Aid Dial deposits to 49450 and DIAL withdrawals to 49280

PAYROLL Lori Glenn, Judy Cross

PAYROLL FORMS Authorization to Hire

PAYROLL FORMS Payroll Addition, Change or Termination

DIRECT DEPOSIT Direct Deposit Authorization Form

CONTRACT VS. NON-CONTRACT EMPLOYEES Who should get contracts? Teachers Principals Directors of Religious Education (DRE) Who should not get contracts? Everyone Else

UNEMPLOYMENT SEPARATION Unemployment Separation Form Accounting Unemployment Separation Form Education

INFORMATION TECHNOLOGY Robert White, Joseph Schneider, Thomas Mark

DIOCESAN E-MAIL Each Parish, School, Principal has a Diocesan Email Address Benefits: Standardized Names Addresses are stored in Global Address Book You Have Access to the Global Address Book Spam Filtering Email is Sent and Transmitted on Diocesan Servers Only Email is Not Owned by Third Party Service Email is Backed up and can be Restored from Diocesan Backups All Diocesan Business Should be Conducted Using These Email Accounts Accounts Should be Checked Regularly Can be added into Outlook, checked via Webmail and Other Mobile Devices Individual Staff Can Receive a RockfordDiocese.org Email Address if Necessary

PARISH PAGES Dedicated diocesan webpages for each parish Contains Reports, Invoices and Resources

E-MAIL HOSTING The IT Department now offers e-mail hosting for your parish or school! What this includes: 4GB Mailboxes (Upgradable to 10GB) Phone and e-mail support Anywhere access through Outlook Web App Shared calendars, contacts, tasks and notes Sync e-mail across all devices including: smartphones, tablets, laptops and desktops Strong spam and virus protection E-mail archiving for 3 years Off-site backup Lync instant messaging program for organizational communication

WEBSITE HOSTING The IT Department also offers website hosting! What this includes: 1 Domain Name - Can Transfer Existing Unlimited Databases and Website Storage FTP Access for Easy Updating Diocesan IT Support

OFFSITE BACKUP DOR CLOUD The IT Department now offers offsite for your parish or school and online file access! What this includes: Private Cloud Backup to Diocesan Servers Access Files Anywhere, Anytime on Any Device 100% Encrypted and Secure Incremental and Full Backups Backup Multiple Machines to One Storage Space Fast Backup Over the Internet Multiple Storage Levels Depending on Need

DIOCESAN WEBSITE The diocesan website at www.rockforddiocese.org contains many helpful resources Don t forget you can get all the forms, this PowerPoint and all the information provided on the Common Threads page on the diocesan website, www.rockforddiocese.org/commonthreads