Reclassification of Position for All Appointed Staff Members

Transcription

1 Reclassification of Position for All Appointed Staff Members Contents Procedure Overview Step 1: Update Appointment Change Action Information Step 2: End Funding Source Period for Current Period Step 3: Copy Funding Source Period for New Position Classification HR Data Verification Report Procedure Overview Overview To gain an understanding on how to process the reclassification of a position for appointed staff members by recording the following: Effective Date of Reclassification New Pay Scale Group (if applicable) Grid Step (if USW or Academic Staff) Annual Salary Difference This event should ONLY be processed once the position has been reclassified by the HR Generalist or Customer Service Representative HRIS Procedure Document For Assistance with this Process

2 Step 1: Update Appointment Change Action Information Click on the following path: Human Resources Personnel Management Administration HR Master Data Personnel Actions Personnel Actions 1. Enter the personnel number 2. Enter the effective date in the field of the reclassification of position 3. Click on 4. Click Execute Copy Action Screens Populates (Automatically) 1. Select the 2. Click on 3. Click or press ENTER 4. Click to SAVE Copy Organizational Assignment (0001) Screen Populates Organizational Assignment (0001) Screen Populates (Automatically). This screen shows the Main or Primary position for the Staff Member. Verify that the appointed Staff Member is connected to the correct organizational unit (a.k.a. Home Department). 1. Verify the information populated on this screen. Copy Contract Elements Screen Populates (Automatically) If the employee s Work Contract on Infotype 0001 Organizational Assignment is not on probation by-pass this screen by clicking on the Next Record arrow or; 1. Verify. Change if necessary. Only one Contract Elements infotype can be active in HRIS, the contract type must reflect that of the primary position on the Organizational Assignment - Organization Assignment screen (0001). HRIS Procedure Document For Assistance with this Process

3 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 Screen Populates (0461) All fields will default. Create Provincial Tax Screen Populates (0462) Verify information. Change if necessary. Create Federal Tax Screen Populates (0463) Verify information. Change if necessary. Copy Planned Working Time (0007) Screen Populates Automatically This screen displays the hours, per policy and collective agreement, verify the percentage and default information. If the work schedule rule is incorrect, save the screen and proceed with the event. Contact HRIS help to have the Planned Working Time opened for correction. Note: The Record of Employment when issued will be based on these hours. Create Basic Pay Screen Populates Automatically 1. Verify the following fields being automatically populated from information entered on Organizational Assignment and Appointment Detail screens 2. Enter the Reason Code ONLY for USW Staff Members. Leave blank for all other Appointed Staff. 3. Enter the Level (Academic and USW Staff Members ONLY) Note: DO NOT enter the Annual Salary if the reclassification is for USW Staff Members. HRIS Procedure Document For Assistance with this Process

4 4. Click or press ENTER 5. Click to SAVE Copy Cost Distribution (0027) Populates Automatically If changes are not required, click the Next Record screen. arrow button to proceed to the next 1. Enter the Cost Centre and Funds Centre or if applicable the Internal Order Copy Date Specifications (0041) Screen Populates Automatically If changes are not required, click the Next Record arrow button to proceed to the next screen. If the pay scale group has changed, enter the effective date of the pay scale group (reclassification/job) change as the salary adjustment date. 1. Verify the information in the 00, 04, 05 and 40 prepopulated fields. Step 2: End Funding Source Period for Current Period Click on the following path: Human Resources Personnel Management Administration HR Master Data Maintain HRIS Procedure Document For Assistance with this Process

5 1. Click on the tab 2. Select 3. Click on CHANGE Change Appointment Details Screen Populates 1. Enter the last day of the current department funding for the old position in field Step 3: Copy Funding Source Period for New Position Classification List Appointment Details Screen (9009) 1. Click on the OVERVIEW button 2. Select the segment to be updated (Previous appointment which ended) 3. Click COPY 3. Enter the effective date and end date of the reclassification 4. Enter/change the internal order funds centre and fund (if applicable) 5. Verify the wage type for USW is 0100 and for all other Administrative and Academic Staff is Select the type 06 Reclassification of Position 7. Enter in the difference in annual salary per position/cc/cfc Wage Type 8. Click ENTER to Validate Annual Salary To field. 9. Click or press ENTER 10. Click to SAVE END OF RECLASSIFICATION OF POSITION FOR ALL APPOINTED STAFF MEMBERS PROCESS STEPS HR Data Verification Report Run the Data Verification Report after each event is completed. This report identifies inaccurate, incomplete or missing employee data. This report provides HRIS users with a tool to verify the entire employee record by checking data on each infotype and by cross-checking data consistency between infotypes HRIS Procedure Document For Assistance with this Process

6 Personnel Actions Screen. HR Data Verification Report 1. Click on the HR Data Verification Repot Button at the top of the screen 2. To Print the report click on the PRINT icon 3. All errors and warnings should be corrected upon completion of hiring event. 4. Click on the back arrow to return to the Personnel Actions screen. HRIS Procedure Document For Assistance with this Process