Challenges
The Roman Catholic Diocese of Harrisburg consists of 15 Pennsylvania counties, 89 parishes, and several schools as well as a Catholic Hospital. In addition to its long history in the area, the organization manages several different types of employees and encourages financial transparency. As a church organization, they also have different needs from for-profit businesses, such as managing cemetery records.
Above all, they needed to update their payroll, converting it to an electronic process for greater efficiency, along with the same solution for year-end forms. However, since they were running off of the AS400, their needs would change over time. To stay up-to-date, they would need a long-term solution capable of adapting to new changes, such as major system changes. They began working with Symtrax in 2012.
Solution Presented by Symtrax
Compleo allowed the Diocese to make several long-term improvement to its paystub and payroll processes. One of the key tasks was to reformat and distribute Accounts Payable (AP) checks, as well as remittance checks, remittance advice, and repayment checks. Compleo accomplished this by creating a master remittance file for archiving purposes, then separating information from that file.
After this, a reformatted paystub can be sent to Citrix Sharefile. Because of this, each employee can now access their paystubs with ease. Compleo also allows the Diocese to automatically generate AP, payroll, and remittance reports from files saved within network folders.
Finally, Symtrax helped the Diocese create, distribute, and store its cemetery reports. This process now works similarly to their payroll procedure while functioning independently. First, the system generates ad hoc reports from the AS400, after which they are emailed to the correct recipients.
"Working with Compleo has been a great experience. The Diocese has a long relationship with Symtrax and Compleo, due in part to the great people at Symtrax, but also due to the flexibility of the Compleo products. We’ve found that we have been able to utilize Compleo for more than just our original need. It has evolved a lot over the years and continues to help us in different ways."
Shane Swetland,
Database Administrator,
Roman Catholic Diocese of Harrisburg
Process Benefits
- Key processes now done automatically
- Employees can access paystubs online
- Reduced time and manual input needed for payroll
- Greater sales and general ledger access to cemetery reports
- Payroll and reports are archived automatically
Results
The Roman Catholic Diocese of Harrisburg has adapted to new challenges and modernized some of its essential reporting and forms process. In addition, it is prepared to expand these capabilities as necessary and apply them to other forms.