Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee

Transcription

1 Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee Contents Procedure Overview Step 1: FTE% Change Process Step 2: Copy Appointment Detail Process HR Data Verification Report Procedure Overview Overview To gain an understanding on how to process a change in percentage of working time for a Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 employee by recording the following in HRIS: Effective date of Change New Employment Percentage These instructions do not apply to FTE% changes due to Long Term Disability/Workers Safety Insurance Rehab or Other special Leave. For instructions on this process, see Change FTE% (Long Term Disability/Worker Safety insurance Rehab or Other Special leave. HRIS Procedure Document FINAL For Assistance with this Process

2 Step 1: FTE% Change Process Click on the following path: Human Resources Personnel Management Administration HR Master Data Personnel Actions 1. Enter Employee Number 2. Enter effective date of the change 3. Click on Appointment Action Type 4. Click Execute Copy Action Screen (0000) Populates (Automatically) 1. Choose from drop-down the Reason Code 2. Click or press ENTER 3. Click to SAVE. Copy Organizational Assignment (0001) Screen Populates (Automatically) 1. Enter the Funds Center 2. Enter the FTE% 3. Select the work contract 4. Click or press ENTER 5. Click to SAVE Copy Organizational Assignment (0001) pop up box is proposed HRIS Procedure Document FINAL For Assistance with this Process

3 Note: This screen shows you that the system is delimiting the position with the previous percentage FTE% and Assigning the new FTE%. 1. Click on Staffing Percentage Screen is proposed 1. Click on The Create Tax screens are always proposed with the BasicTotal Credit Amounts. If the previous Total Credits were other than the basic amount you must reenter the previous Total Credits. If this is not done the employee would be taxed at a higher rate. Also if the employee had Additional Tax amounts that also would have to be updated Create Tax Assignment CA (0461) Screen Populates Automatically 1. Verify provincial (Ontario) default information 2. Click or press ENTER 3. Click to SAVE Create Provincial Tax CA (0462) Screen Populates Automatically 1. Verify Total Credits default information change if necessary 2. Click or press ENTER 3. Click to SAVE Create Federal Tax (0463) Screen Populates Automatically 1. Verify Total Credits default information change if necessary 2. Enter any additional tax information if applicable 3. Click or press ENTER 4. Click to SAVE Copy Planned Working Time (0007) Screen Populates Automatically This screen displays the hours, per policy and collective agreement, 1. Mark Part-time employee 2. Change the employment percentage 3. Click or press ENTER 4. Click to SAVE HRIS Procedure Document FINAL For Assistance with this Process

4 Create Basic Pay Screen Populates Automatically 1. Verify the following fields being automatically populated from information entered on Organizational Assignment, Planned Working Time and Appointment Detail screens. Make sure the Cap.util.lvl is the same as what was entered in Planned Working Time. 2. Enter the reduced annual salary. 3. Click or press ENTER 4. Click to SAVE Copy Cost Distribution (0027) Screen Populates Automatically 1. Update the information when necessary. Otherwise, click Next Record arrow to proceed to the next Copy Date Specifications (0041) Screen Populates Automatically 1. Click Next Record arrow to proceed to the next Step 2: Copy Appointment Detail Process Click on the following path: Human Resources Peronnel Management Administration HR Master Data Maintain 1. Enter employee personnel number 2. Under, select. 3. Click on to Overview and choose the current record to be copied. 4. Click on to copy the record. Copy Appointment Detail Screen (9009) 1. Enter the effective Start Date and End Date of the change in FTE %. 2. Verify the Position HRIS Procedure Document FINAL For Assistance with this Process

5 Note: Position number should match with the position number in the Organizational Assignment screen 3. Verify the Position Appointment Date 4. Verify the Pay scale group and level Note: Level is not required for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit Verify the appointment Percentage Note: This field cannot be updated. The percentage defaults from the data saved on Organizational Assignment - Percentage field. 6. Verify the Contract type 7. Verify the Cost Center Note: DO NOT enter a Cost Centre if Internal Order is applicable 8. Verify the Funds Center 9. If applicable, verify the Fund. 10. Enter 07-Percent of Time in the Type of Change 11. Enter the annual amount of change in. Note: Enter a negative amount to reflect a decrease in the annual amount. 12. Click on or press Enter key and verify the Annual Salary To 13. Click on to Save. Previous record will automatically be delimited. END OF CHANGE FTE% FOR NON-APPOINTED POSTDOCTORAL FELLOW CUPE 3902 UNIT 5 HRIS Procedure Document FINAL For Assistance with this Process

6 HR Data Verification Report Run the Data Verification Report after making changes to an employee s record is completed. This report identifies inaccurate, incomplete or missing employee data. HRIS Procedure Document FINAL For Assistance with this Process