Maintain the Appointment Detail Screen Due to Split Funding Between Multiple (CC/CFC)

Transcription

1 Maintain the Appointment Detail Screen Due to Split Funding Between Multiple (CC/CFC) Contents Procedure Overview STEP 1: Copy Appointment Detail Process for the First CC/CFC STEP 2: Copy Appointment Detail Process for the Second CC/CFC STEP 3: List Appointment Details HR Data Verification Report & Master Data Sheet Procedure Overview Overview To gain an understanding on how to maintain an entry in the Appointment Detail screen due to a split funding between multiple CC/CFC for an employee by updating the following: Start Date of Split Funding End Date of Split Funding Cost Centers Fund Centers Funds (if applicable) Orders (if applicable HRIS Procedure Document FINAL For Assistance with this Process

2 Appointment Detail records can be corrected at any time for any period. They are never locked because they do not affect the Payroll Process. Information in the Basic Pay screen and Cost Distribution screen should match with Appointment Detail screen. STEP 1: Copy Appointment Detail Process for the First CC/CFC 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 split funding. 2. Verify the Position 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. Enter the First Cost Center HRIS Procedure Document FINAL For Assistance with this Process

3 Note: DO NOT enter a Cost Centre if Internal Order is applicable 8. Enter the First Funds Center 9. If applicable, enter the First Fund. 10. Enter 17-Funding Change in the Type of Change 11. Enter the annual amount of change in. Note: Enter a negative amount to reflect the correct annual amount to be charged to the corresponding CC/CFC indicated. 12. Click on or press Enter key and verify the Annual Salary To 13. Click on to Save. Previous record will automatically be delimited. STEP 2: Copy Appointment Detail Process for the Second CC/CFC 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 same record that was copied on Step 1: Copy Appointment Detail Process for the First CC/CFC. 4. Click on to copy the record. Copy Appointment Detail Screen (9009) 1. Enter the effective Start Date and End Date of the split funding. HRIS Procedure Document FINAL For Assistance with this Process

4 2. Verify the Position 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. Enter the Second Cost Center Note: DO NOT enter a Cost Centre if Internal Order is applicable 8. Enter the Second Funds Center 9. If applicable, enter the Second Fund. 10. Enter 17-Funding Change in the Type of Change 11. Enter the annual amount of change in. Note: Enter a negative amount to reflect the correct annual amount to be charged to the corresponding CC/CFC indicated. 12. Click on or press Enter key and verify the Annual Salary To 13. Click on to Save. If there are more than 2 combinations of CC/CFC, follow STEP 2: Copy Appointment Detail Process for the Second CC/CFC for the additional CC/CFC. HRIS Procedure Document FINAL For Assistance with this Process

5 STEP 3: List Appointment Details 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 to view the completed records. Note: There were multiple records created with the same Start Date and End Date but different CC/CFC and Annual Salary. However, the combined annual salary of the multiple records is the total annual salary in the Basic Pay screen. 4. Select a record and change if necessary. 5. Click on to return to the Maintain HR Master Data screen. HR Data Verification Report & Master Data Sheet Run the Data Verification Report after maintaining Appointment Detail screen has been 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 Personnel Actions Screen. HR Data Verification Report 1. Click on the HR Data Verification Report Button at the top of the screen 2. To Print the report click on the PRINT icon HRIS Procedure Document FINAL For Assistance with this Process

6 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 FINAL For Assistance with this Process