Traci Yates Email & Phone Number

Oregon, United States

Corvallis, Oregon, United States

Provide subject matter expertise in the administration, design, service and delivery related to all retirement benefits and programs available to Oregon State University faculty and staff. Work with a wide variety of internal and external customers and clients including agency benefit administrators, PERS, the Division of Finance and Administration, benefit plan representatives and other agencies, committee, and organizations as needed. Perform a variety of administrative and analytical tasks to ensure vendor and regulatory compliance, eligibility determination, and enrollment.

Corvallis, Oregon Area

Perform administrative, analytical, technical, and functional tasks in support of Human Resources Information Systems for Oregon State University payroll. Implement, maintain, and review monthly payroll processing for approximately 12,000 employees totaling over $400M in annual compensation to ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions. Processing regular off-cycle check runs, fiscal and calendar year-end activities, and problem-solving activities on payroll errors and/or system issues. Research and determine causative factors and/or recommend corrective actions. Research and determine contributing factors in data deviations and recommend corrective action and improvement to the payroll manager.Collect, review, track, and implement nonresident tax status determination and proper taxation and Federal regulations for tax treaty exemption for all nonresident employees using Sprintax Calculus, upon hiring and annually at the beginning of the new tax year. Taking into consideration multiple variables and exceptions in determining tax status and eligibility. Provide counsel, resources, and training, and respond to general questions related to nonresident taxation with employees and campus partners.Provide backup administration of electronic time and attendance system, EmpCenter. Backup system processing closing pay periods, pulling pay and leave data, and uploading data into the payroll processing system. Maintain records and assist with error review.

Corvallis, Oregon Area

The Auxiliaries and Activities Business Center (AABC) serves ten auxiliary and student fee based units; including University Housing and Dining Services, Intercollegiate Athletics, Facilities and Business Services, Conference Services, Public Safety, Memorial Union, Recreational Sports, Student Health Services, and Counseling and Psychological services as well as the student organizations of the Associated Students of OSU (ASOSU), Student Leadership and Involvement, Educational Activities’, Diversity and Development, and other student clubs and activities.As payroll coordinator I assign and participate in the analysis, planning, interpreting, and review of payroll and fiscal operations of the AABC units. Broad managerial oversight over the following AABC payroll areas; transaction monitoring, time entry, unit reporting, unit budgeting/forecasting, unit fiscal analysis, check and statement requests and distribution, student and temporary employee timesheets and time reporting, Multiple Assignment management, EmpCenter reporting and timesheet maintenance, stipends uploads, AABC website management, payroll trainings and documentation, answering payroll related questions for employees and supervisors, and act as liaison to AABC human resources and central payroll. I maintain the highest degree of employee confidentiality, accuracy is critical as errors impact pay, retirement benefits and eligibility, and departments fiscal budgets.I supervise three employees: I assign work, developing work procedures that are consistent with policy, establish work schedules, monitor work performance and set goals and objectives. Evaluate employee performance, recommending personnel actions, interview and recommend the hiring of new staff members.I regularly coordinate staff meetings, coordinate and lead payroll debriefs, meet with human resources and central payroll teams, resolve disputes and prepare instructions and narrative or statistical data and reports.

Corvallis, Oregon Area

•Coordinate and administer payroll training across campus units. Design and development of training content and execution of all formal presentations and materials; including policy and procedure manuals and system guides.•Content expert regarding unclassified administrative and academic faculty appointment types as well as additional resource regarding other pay types. Assisting unit and business center personnel daily with problem solving, compliance, and data entry matters via telephone, fax, and email. o Content included pay calculations and distribution, record entry and keeping, communication allowances, stipends, summer session appointments, overload pay and implementation and management of the deferred pay option for nine month employees•Responsible for payroll benefits program including receipt, review, and administration through the time entry system assuring appropriate tax codes are used in compliance with laws and policy. o Such deductions comprised of miscellaneous monthly deductions, self pay optional benefits and pay adjustments, staff fees, and taxable fringe benefits such as domestic partner insurance, personal use of state vehicles, tuition reduction, taxable moving expenses, and perquisites.•Auditing and analysis of Banner payroll records for accuracy with tracking and reporting of errors for improved proficiency and knowledge. o This role requires assurance that all applicable laws, rules and policy are correctly implemented and proper compliance is met requiring an in-depth knowledge and interpretation of such laws, rules and policy.•Report analysis and processing of invoice payment requests and JV actions through accounts payable. Interpreting reporting of miscellaneous deduction and writs collection, processing payment invoices and JV’s through Banner FIS, and distribution of these fees to outside entities.•Coordinate and direct student employee work. Schedule, coach, evaluate and monitor performance and responsibilities.

Corvallis, Oregon Area

• Entry, verification, and maintenance of job and pay records for unclassified administrative and academic faculty appointment types including establishment of required deductions and correct tax coding based on employee type.• Preparation of timely and accurate pay for all employee types.o Creation of manual checks, verifying pay requests for accuracy and check calculations for proper related benefits and deductions. Coordination with accounts payable for proper administration of final payment to estates on behalf of deceased employees.o Administration of O.S.U.’s deferred pay option for nine month employees; processing and maintenance of all relative documents as well as endurance that plan funds are appropriately collected and paid out to employees and balancing of the account and associated other payroll expenses.o Processing of labor redistributions and update to job labor default records.• Manage unclassified administrative and academic faculty records and reporting. This includes oversight of tax and benefit deductions. Administration of miscellaneous monthly payroll deductions, optional benefits and pay adjustments, leave without pay, and taxable fringe benefit deductions including personal use of state vehicles, perquisites, taxable moving expenses, tuition reductions and domestic partner insurance.• Assistance with business center implementation requiring creation of content and delivery of training and instruction material regarding payroll related systems, procedures, and rules as well as policy and guidelines for unit workflow.

• Provide customer service answering the mainline telephone and assisting walk-in customers and co-workers to the front desk and the payroll window.• Timely distribution and tracking of manual check payments.• Responsible for direct deposit requests and W4 deduction updates and record maintenance including monitoring and implementation of federal and state tax directives.• Management and recording of additional payroll deduction entry such as the OSU Foundation and food bank donations.• General office assistance and record management and retention activities.

Portland, Oregon Area

• Sole accounts receivable clerk managing invoicing and collections activities for Portland based reconstruction company.• Produced, processed, and tracked regular invoicing, account statements, letters, and mortgage reporting documentation. Requiring correspondence with customers, insurance agents, and mortgage adjusters.• Responsible for all collections operations and communications related to collecting including demands for payments, coordinating with a profession collections agency, and property lien requests.• Processing the daily deposit and balancing general ledger accounts.• Filling monthly sales tax for our Washington state clients and retained job completion records.

Bachelor Of Science (Bs), Anthropology

Activities and Societies: Colloquium AdvisorFirst Year Experience, Colloquium Advisor

Diploma, High School/Secondary Diploma Programs

Activities and Societies: FBLAStudent Government, FBLA