Deviation Rollover Bank
 

I have gone round and round with Crew Travel Audit trying to figure out how NOT to get screwed with the new Rollover Bank benefit. So far, here's what I understand based on their email responses:

Example: June report has a remaining balance of over $700. You owe the company $162.00 for July. Intent is to use the new rollover bank rule which allows you to rollover 50% of your June remaining balance towards your balance due in July.

1) Must wait until June and July reports are processed and close.
2) Payroll will deduct the amount due to the company on the July report.
3) Shortly after the reports close the system will alert you to apply the rollover funds.
4) Payroll will reverse the deduction.

We had to wait a year for this idiotic implementation! Seems like all of one day's effort was put into this process. The company needs to post the process on the home page of the expense report site.

Company will save money because people won't figure out how to do it and there is probably a time limit to when you can apply the rollover. :mad:

Okay, so the system alerts you to apply the rollover? For some reason, I thought they were going to do that automatically, with no input from you.

Also, I don't see anywhere where it says what amount will roll over. Are you assuming it is whatever is leftover at the end of the month, or is there somewhere to view it? Because I'm not finding it yet.

Busdriver12
 

See Sect 8.C.2.a.ii

"To the extent that the pilot’s allowable/reimbursable deviation expense claims for a given bid period are less than his deviation bank credit for that bid period,

that balance shall first be reduced by half.

This deviation bank allowance (DBA) shall be available to offset past or future deviation bank overspends"

Thanks, that was what I thought, but I phrased it poorly. What I meant to say was that I don't see anywhere on the expense report that mentions "this amount is available to roll over", or anything that addresses it. I know I can half the remaining bank and that will go forward or back, but I just don't believe it until I see it, if you know what I mean!

I can't believe the approved solution to this is to initiate a payroll deduction only to undo it at a later point. How efficient.

I get the logic behind waiting for the report to close, but maybe it would make sense for them to rollex the deduction until the dust settles. I'll bet the expense report/payroll folks are busy enough without having to initiate, track and then reverse payroll actions. I'm pretty sure FedEx isn't going to go under if it takes them an extra couple of weeks to get my $31.25 taxi fare back.

The other problem with this whole implementation is the Insite system. Instead of being able to reference tutorials and FAQs on the expense report system, now I have to back out of that and go to Insite (the efficiency is mind boggling). I'd open a new tab to do that.....but the browser the company iPad uses doesn't have that capability. :rolleyes:

Once I get to the Insite section FAQs, is there a central point for all things expense report?.......No, I have to sift through every POR type category looking for what I need. If I do narrow it down with a search, I still get to look through every question about expense report topics that have been asked by anyone since the system came on line. Screen shots? Visuals? Anything other than written text to help us with this? Nahhh.....

I'm sure all the new hires will love the challenge of figuring out all the nuances of the system. If they do it wrong, it'll either cost them money or get them in hot water with the company.........so they got that going for them.......which is nice.

You can have multiple windows open at the same time in the browser, not very efficient but better than using the back page forward page cues. Select the multi page prompt in the upper right corner.

Does anyone know if it will be a rolling 50% reduction or just one month forward/back? Example have $600 left over in July, do not need any of the $300 that was to roll over into August. Will that $300 be reduced to $150 to roll over into September if I need it.

A plain reading of the contract (not that that does any good) say yes. Any extra is added to your next months deviation bank. It is not administered as a separate account. So a $1000 DBA will be used or reduced to about $68 after four months.

To the extent that the pilot’s allowable/reimbursable deviation
expense claims for a given bid period are less than his devia-
tion bank credit for that bid period, that balance shall first be
reduced by half. This deviation bank allowance (DBA) shall be
available to offset past or future deviation bank overspends,
as follows:
(a) If the pilot had allowable/reimbursable deviation expense
claims for the immediately preceding bid period which
exceeded his deviation bank for that bid period, the DBA
shall be applied to offset the prior overspend; and
(b) Any DBA balance remaining after application of Section
8.C.2.a.ii.(a) above shall be added to the pilot’s deviation
bank in the immediately subsequent bid period.

New post on FDX ALPA site says not implemented yet and ALPA will let crew force know when it is. Has to be per contract by Sep1 so I wouldn't count on anything until then regardless of what crew audit may have said in past.