Internal Org Unit Transfer of an Appointed USW Staff Member to an Appointed Non-USW Position

Transcription

1 Internal Org Unit Transfer of an Appointed USW Staff Member to an Appointed Non-USW Position Contents Procedure Overview Step 1: Update Appointment Change Action Information Step 2: Delimit Membership Fees Infotype (0057) Step 3: End Funding Source Period for Current Position Step 4: Create Funding Source Period for New Position HR Data Verification Report Procedure Overview Overview To gain an understanding on how to transfer an Appointed USW Staff Member to a non-usw position by recording the following: Effective date of transfer Position (new) Funds Centre Cost Centre Work Contract FTE% Annual Salary Delimit date (The delimit date is the day after the last deduction date.) Taleo Candidate ID HRIS Procedure Document FINAL 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 1. Click on 2. Enter the personnel number 3. Enter the effective date of the transfer 4. Click on 5. Click Execute Copy Action Screens Populates (Automatically) 1. Select the 2. Click on 3. Enter the new Position which the employee is transferring to. 4. Click or press ENTER 5. Click to SAVE Create Organizational Assignment (0001) Screen Populates Create Organizational Assignment (0001) Screen Populates (Automatically). This screen shows the new Main or Primary position for the Staff Member. Verify that the appointed Staff Member is connected/transferred to the correct organizational unit (a.k.a. Home Department). 1. Enter the 2. Select the work contract or verify default 3. Verify the position number 4. Enter the percentage the Staff Member is attached to this position 5. Click or press ENTER 6. Click to SAVE Copy Contract Elements Screen Populates (Automatically) 1. Verify. Change if necessary. 2. Click or press ENTER 3. Click to SAVE HRIS Procedure Document FINAL 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. 1. Click 2. Click on Save Create Provincial Tax Screen Populates (0462) Verify information. Change if necessary. 1. Click 2. Click on Save Create Federal Tax Screen Populates (0463) Verify information. Change if necessary. 1. Click 2. Click on Save Copy Planned Working Time (0007) Screen Populates Automatically This screen displays the hours, per policy and collective agreement, verify the percentage or change if necessary. Note: The Record of Employment when issued will be based on these hours. The Working Time will be calculated based on the Work Schedule Rule and employment percent. 1. Click or press ENTER 2. Click to SAVE Create Basic Pay Screen Populates Automatically 1. Verify the following fields being automatically populated from information entered on Organizational Assignment and Appointment Detail screens (Reason field NOT required for Academics). 2. Enter the total annual basic pay from all positions) HRIS Procedure Document FINAL For Assistance with this Process

4 3. Click or press ENTER 4. Click to SAVE Create Cost Distribution (0027) Populates Automatically If no changes are required click on the Next Record arrow to proceed to the next screen. 1. Verify the percentage based on the Cost Centre / Fund Centre so that the correct portion of the total salary is charged to this account assignment (Verify the information in the line) Change if necessary. 2. Line 2: Enter the percentage against the second Cost Centre / Fund Centre 3. Enter the Cost Centre that the employee is transferring to. 4. Enter Internal Order (if applicable) 5. Enter the 6. Click or press ENTER 7. Click to SAVE Copy Date Specifications (0041) Screen Populates Automatically 1. Verify the date is the effective transfer date 2. Remove the information from 04 USW Seniority Calc Date 05 USW Salary Adjustment Date 3. Click or press ENTER 4. Click to SAVE Step 2: Delimit Membership Fees Infotype (0057) Click on the following path: Human Resources Personnel Management Administration HR Master Data Maintain 1. Click on the tab 2. Select 3. Click on the DELIMT button on the top tool bar 4. Enter the delimit date. (The delimit date is the day after the last deduction date.) HRIS Procedure Document FINAL For Assistance with this Process

5 Delimit Membership Fees (0057) This process must be done for each membership fee that needs to be delimited. Verify that the record has been delimited with the correct date by displaying the overview screen. The record will have an end date of one day prior to the delimit date. 1. Select the record to be delimited (it will highlight the row) 2. Click on DELIMIT 3. Verify the end date by doing an Overview of Infotype 0057 Step 3: End Funding Source Period for Current Position Click on the following path: Human Resources Personnel Management Administration HR Master Data Maintain 1. Enter/Click on Infotype 9009 Appointment Detail in the Financial Tab 2. Click on the OVERVIEW button 3. Select the record to be ended 4. Click on CHANGE button Change Appointment Details (9009) 1. Enter the last day of department funding where it has for the current position 2. Click SAVE Step 4: Create Funding Source Period for New Position 1. Enter/Click on Infotype 9009 Appointment Detail in the Financial Tab 2. Click on CREATE button 3. Enter the effective dates and end of the transfer (If term enter the end date of the transfer, if continuing leave at ) 4. Enter the new 5. Enter the Pay Scale Group 6. Enter the appropriate level (applies to Academic and USW staff). 7. Enter the Contract Type 8. Enter the Cost Centre and Fund Centre HRIS Procedure Document FINAL For Assistance with this Process

6 9. Enter the Fund (if applicable) 10. Enter the wage type 0110 Basic Pay 11. Select the type 16 New Appointment. 12. Enter in the new annual salary as per the position. 13. Click or press ENTER 14. Verify Annual Salary To field 15. Click to SAVE 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 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 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. Please notify your Human Resources Personnel Office to update the Insurance Option recorded on IT0168 Pension with the new pension code. When notifying, please provide the following: Employee Name Personnel Number Effective date of change. HRIS Procedure Document FINAL For Assistance with this Process

7 HRIS Procedure Document FINAL For Assistance with this Process