2 Choose NEW HR Action Request. 4 Complete Hire Detail

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1 HR Action Request: Hire Candidate has accepted offer. Includes new hires, rehires, transfers, and concurrent appointments. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Hire 4 Complete Hire Detail Supply as much information as possible * Denotes required fields. Complete Required Fields Steinmetz, Joseph gee.2@osu.edu Choose Hire Click Next If a visa is needed, check the box below and also provide the BSC Visa form as an attachment Lookup feature allows user to search for information found in PeopleSoft.

2 HR Action Request: Hire continued 5 Supply Additional Info and Chartfield Provide additional information if needed to accompany the HRA request for future review, approval and processing. 6 Attach Required Documents if applicable Attachments required for Hiring: Reg, Term, Temp Appointments= Signed Offer Letter Graduate Students= Appointment document Undergraduate Students= Job Referral form if FWS Rehired Retirees = Approved OAA or OHR form Visa (J1 or H1B)= BSC Visa Form in addition to other needed documents, i.e. signed offer letter. Provide chartfield information if known by initiator. If unknown, an approver will be required to fill-in the chartfield before the HRA can be approved. You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the workflow process starts. The HRA request is routed to pre-determined approvers within your department. Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA Your Name Here Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request.

3 HR Action Request: Terminate Includes resignations, retirements, and involuntary terminations. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Terminate 4 Complete Termination Detail Supply as much information as possible. * Denotes required fields. Complete Required Fields Steinmetz, Joseph gee.2@osu.edu Choose Terminate Click Next

4 HR Action Request: Terminate continued 5 Supply Additional Information Provide additional information if needed to accompany the HRA request for future review, approval and processing, i.e. employee forwarding address 6 Attach Required Documents if applicable Attachments required for Termination: Regular Appointments= Resignation Letter Term/Temp Appointments= Offer Letter w/ end date, or Resignation Letter Undergrad Students= N/A Graduate Students= Explanation if early termination Involuntary/RIF/ Disability= Pre-approved OHR RIF documentation and letter to employee You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Resignation and retirement HRAs automatically route to the BSC for processing; no approval workflow. Involuntary termination, reduction in force, and disability separation HRAs route to pre-determined approvers within your department Your Name Here Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA. Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request.

5 HR Action Request: Pay Additional Compensation Includes One-Time Payments, Supplemental Compensation, Staff Awards, Cell Phone Allowances, Taxable Reimbursements, and Bonuses. All approvals should be accounted for either as signatures on forms or as approvals through HRA workflow. 1 Log in to HR Action Request Log in using your name.# and Kerberos password 2 Choose NEW HR Action Request 3 Fill-in Department info and Choose Pay Additional Compensation 4 Complete Pay Additional Compensation Detail Supply as much information as possible *Denotes required fields. Complete Required Fields Choose Pay Additional Compensation See step 5 for payment type options and required documentation gee.2@osu.edu Steinmetz, Joseph Click Next

6 HR Action Request: Pay Additional Compensation continued 5 Select a Payment Type Option, Attach Required Documentation and provide Additional Information (Business Purpose/Reason). Payment for work outside the scope of the position For full time employees the Internal Supplemental Compensation Approval Form is required. Taxable Reimbursement/Allowance (e.g. cell, internet) Reimbursements - a copy of the bill is required. Allowances - (ex. $40/month for work related cell phone usage) a copy of the bill is not required. Non-cash item Varies depending on what the non-cash item is. Contact the with BSC if you have questions. Payment for work during an off term From department funding - letter of offer or appointment document explaining the arrangement of off term payments. From Sponsored Program funds - PI approval is required. Commission Documentation of how the commission payments were calculated, what they are for. Staff Award All award programs should be approved by the college office. Award requests should include proof of this approval and information documenting what the award is for and the selection process. Bonus - Flat Rate & Percent of Salary Include an explanation of the bonus and college level approval. Other Contact the BSC 6 Choose SAVE AND CONTINUE to Review 7Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the workflow process starts. The HRA request is routed to pre-determined approvers within your department. Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA Your Name Here Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request.

7 HR Action Request: Change Rate of Pay Includes equity/market/performance adjustments and student pay increases. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Change Funding Source 4 Complete Change Funding Source Detail Supply as much information as possible * Denotes required fields. Complete Required Fields Steinmetz, Joseph gee.2@osu.edu Choose Change Rate of Pay Click Next

8 HR Action Request: Change Rate of Pay continued 5 Supply Additional Info and Chartfield Provide additional information if needed to accompany the HRA request for future review, approval and processing. 6 Attach Required Documents if applicable Attachments required for Change Rate of Pay: N/A The HRA will not accept negative pay rate changes. To request a decrease in pay, use the Change Rate of Pay option, insert the employee s current rate of pay, and in Additional Information provide the proposed rate of pay. You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates Rate of Pay Your Name Here Once you have clicked SUBMIT the workflow process starts. The HRA request is routed to pre-determined approvers within your department. Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA. Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request. Retroactive pay rate changes will be communicated with OSU Payroll office to make adjustments to paychecks as needed.

9 HR Action Request: Change Funding Source Temporary and permanent chartfield changes. Includes job earnings distribution (JED) and personnel expenditure transfers (PET) changes. It is recommended that you request both in one HRA if needed. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Change Funding Source 4 Complete Change Funding Source Detail Supply as much information as possible * Denotes required fields. Complete Required Fields Steinmetz, Joseph gee.2@osu.edu Choose Change Funding Source Click Next

10 HR Action Request: Change Funding continued 5 Supply Additional Info and Chartfield Provide additional information if needed to accompany the HRA request for future review, approval and processing. 6 Attach Required Documents if applicable Attachments required for Change Funding Source: JED = N/A PET = Personnel Expenditure Transfers Form Provide detailed explanation if PET has been requested. Specific pay periods and amount of PET is required needed. You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the HRA automatically routes to the BSC for processing; no approval workflow. The HRA is assigned to a BSC HRP who completes the request Your Name Here Please note Office of Sponsored Projects (OSP) PETs older than 90 days will not be processed by the BSC. Continue to follow the OSP guidelines and complete the form found at osp.osu.edu/forms.petform.pdf.

11 HR Action Request: Change Number of Hours Worked per Week Changes from full time to part-time and vice versa; standard hours changes. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Change Number of Hours Worked per Week 4 Complete Change Number of Hours Worked per Week Detail Supply as much information as possible * Denotes required fields. Complete Required Fields Steinmetz, Joseph gee.2@osu.edu Choose Change Number of Hours Worked per Week Click Next

12 HR Action Request: Change Number of Hours Worked continued 5 Supply Additional Info and Chartfield Provide azditional information if needed to accompany the HRA request for future review, approval and processing. 6 Attach Required Documents Attachments required for Change Number of Hours Worked per Week: Reg, Term, Temp Appointments= Letter including FTE Graduate Students= Appointment document Undergraduate Students= N/A Provide detailed explanation or attach required documents for BSC to process. Most FTE changes also impact compensation. If both the FTE and compensation are changing, one HRA for Change Number of Hours Worked per week is sufficient. You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the workflow process starts. The HRA request is routed to pre-determined approvers within your department. Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA Your Name Here Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request.

13 HR Action Request: Update Job Duties/Responsibilities Includes reclassifications, promotions, title changes and job duties/description changes for a current employee. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Update Job Duties/Responsibilities 4 Complete Update Job Duties/ Responsibilities Detail Supply as much information as possible * Denotes required fields. Complete Required Fields gee.2@osu.edu Steinmetz, Choose Update Job Duties/ Responsibilities Click Next

14 HR Action Request: Update Job Duties/Responsibilities continued 5 Supply Additional Info Provide additional information if needed to accompany the HRA request for future review, approval and processing. Provide appropriate information for specific update requested if not included in fill-in section, i.e. head count, campus phone number, campus working location. 6 Attach Required Documents if applicable Attachments required for Update Job Duties/ Responsibilities: Detailed Description Update= Old PD, Word document of proposed changes, Letter of Support Supervision/Essential Duties= Old PD, Word document of proposed changes, Letter of Support Education/Experience= Old PD, Word document of proposed changes, Letter of Support Reclassification= Old PD, Word document of proposed changes, Letter of Support, and OHR Salary Adjustment & Reclass Form You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the workflow process starts. The HRA request is routed to pre-determined approvers within your department. Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA Your Name Here Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request.

15 HR Action Request: Change Other Employee Data Includes Home Department, Supervisor ID, Work Address/Phone, Cellular Phone, Home Address/ Phone, Personal Address. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Change Other Employee Data 4 Complete Change Other Employee Data Detail Supply as much information as possible. * Denotes required fields. Complete Required Fields Steinmetz, Joseph gee.2@osu.edu Choose Change Other Employee Data Click Next

16 HR Action Request: Change Other Employee Data continued 5 Supply Additional Information Provide additional information if needed to accompany the HRA request for future review, approval and processing, i.e. changes in Personal Information such as Home Address/Phone, Cell Phone, Emergency Contact change information 6 Attach Required Documents if applicable Attachments required for Change Other Employee Data: Address Change= from employee (for home address only) You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the HRA automatically routes to the BSC for processing; no approval workflow. The HRA is assigned to a BSC HRP who completes the request Your Name Here For correction or changes to Legal Name, Date of Birth, or Social Security Numbers please continue to use the Change of Record Form found at hr.osu.edu/forms. Send completed forms and required documentation to OSU Payroll Services for processing.

17 HR Action Request: Fill Existing Position Ready to advertise/recruit for a vacant position that already exists; position description, job duties, responsibilities, and requirements that may need to be updated. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Fill Existing Position 4 Complete Fill Existing Position Detail Supply as much information as possible * Denotes required fields. Complete Required Fields gee.2@osu.edu Steinmetz, Joseph Choose Fill Existing Position Click Next

18 HR Action Request: Fill Existing Position continued 5 Supply Additional Info Provide additional information if needed to accompany the HRA request for future review, approval and processing. Provide appropriate information for specific update requested if not included in fill-in section, i.e. head count, campus phone number, campus working location. 6 Attach Required Documents if applicable Attachments required for Fill Existing Position: Detailed Description Update= Old PD, Word document of proposed changes, Letter of Support Supervision/Essential Duties= Old PD, Word document of proposed changes, Letter of Support Education/Experience= Old PD, Word document of proposed changes, Letter of Support Draft Offer Letter from ASC templates when approved to hire You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the workflow process starts. The HRA request is routed to pre-determined approvers within your department. Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA Your Name Here Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request. Positions that require ASC/OHR approval will continue to follow the OHR posting schedule.

19 HR Action Request: Create New Position Position does not exist; create new position to fulfill certain duties/responsibilities; once created and approved, position would then be ready to advertise/recruit. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Create New Position 4 Complete Create New Position Detail Supply as much information as possible * Denotes required fields. Complete Required Fields Gee, E. Steinmetz, gee.2@osu.edu Choose Create New Position Click Next

20 HR Action Request: Create New Position continued 5 Supply Additional Info Provide additional information if needed to accompany the HRA request for future review, approval and processing. 6 Attach Required Documents if applicable Attachments required for Fill Existing Position: Create New Position= Word document of proposed job information including Job Title; Job Code; Reg, Term, Temp status; appointment length; chartfield; head count; detailed description; supervision/ essential duties; experience/education Draft Offer Letter from ASC templates when approved to hire Provide appropriate information for specific update requested if not included in fill-in section, i.e. head count, campus phone number, campus working location. You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the workflow process starts. The HRA request is routed to pre-determined approvers within your department. Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA Your Name Here Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request. Positions that require ASC/OHR approval will continue to follow the OHR posting schedule.

21 HR Action Request: Other Any HR action that is not described above may be initiated here. If Other is submitted and is not the most appropriate method to capture necessary data the BSC may request another HRA be initiated. This HRA request should be used infrequently, if you have any questions please contact the BSC. 1 Log in to HR Action Request 2 Choose NEW HR Action Request Log in using your name.# and Kerberos password 3 Fill-in Department info and Choose Other 4 Complete Other Detail Supply as much information as possible * Denotes required fields. Complete Required Fields gee.2@osu.edu Steinmetz, Choose Other Click Next

22 HR Action Request: Other continued 5 Supply Additional Info and Chartfield Provide additional information if needed to accompany the HRA request for future review, approval and processing. 6 Attach Required Documents if applicable Attachments required for Other: N/A It is recommended to attach any correspondence if applicable to your request. Choosing Other does not always capture what is being requested, so please clearly explain your request in the Additional Information space provided. You can only delete documents that you have added. 7 Choose SAVE AND CONTINUE to Review 8 Choose SUBMIT Once you have clicked SAVE AND CONTINUE an HRA number is assigned. The HRA number can be used in a search for future review and status updates. Once you have clicked SUBMIT the workflow process starts. The HRA request is routed to pre-determined approvers within your department. Approvers have the ability to add information, attach documents, add comments, ad hoc other approvers, and approve the HRA Your Name Here Once an HRA is approved at all levels it routes to the BSC for processing. The HRA is assigned to a BSC HRP who completes the request.