Change FTE% for Appointed Staff

Transcription

1 Contents Procedure Overview Step 1: FTE% Change Process Steps Step 2: Create Appointment Detail (9009) Screen HR Data Verification Report Procedure Overview Overview To gain an understanding on how to process a change in percentage of working time for an Appointed Staff member by recording the following in HRIS: Effective date of Change New Employment Percentage Actual Days Employee works (if employee does not work all week) 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. Step 1: FTE% Change Process Steps Click on the following path: Human Resources Personnel Management Administration HR Master Data Personnel Actions HRIS Procedure Document FINAL For Assistance with this Process

2 1. Enter effective date of the change 2. Click on Appointment Action Type 3. Click Execute Copy Action Screen (0000) Populates (Automatically) 1. Choose from drop-down the Reason Code 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 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 HRIS Procedure Document FINAL For Assistance with this Process

3 1. Click on Copy Contract Elements (0016) Screen Populates Automatically 1. Verify the default information 2. If changes are not required, click Next Record arrow to proceed to the next screen. 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 Create Provincial Tax CA (0462) Screen Populates Automatically 1. Verify Total Credits default information change if necessary 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. Change the employment percentage 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( for USW employees enter the step in the Level field and the annual salary will be automatically calculated based on the Cap.util.lvl percentage 3. Click or press ENTER 4. Click to SAVE Copy Cost Distribution (0027) Screen Populates Automatically Verify the information prepopulated on this screen from the Appointment Detail screen. 1. If changes are not required, click Next Record arrow to proceed to the next Copy Date Specifications (0041) Screen Populates Automatically 1. No changes are required, click Next Record arrow to proceed to the next Step 2: Create Appointment Detail (9009) Screen Click on the following path: Human Resources Personnel Management Administration HR Master Data Maintain HR Master Data 1. Click on appointment detail 2. Click overview 3. Click the record you wish to change 4. Click the copy function 5. Enter the effective date of the change 6. Enter the type from the drop down menu HRIS Procedure Document FINAL For Assistance with this Process

5 7. Enter the annual difference in salary as a negative to bring the annual salary in the to the decreased amount. 8. Click or press ENTER 9. Click to SAVE The percentage will default to the percentage that was used in the Organizational Assignment based on the position number once entries are validated. If the employee is working less than 100% FTE, but works every day (i.e. Monday to Friday) DO NOT create a Planned Working Time (IT 9007) Part-Time schedule. The system will automatically calculate the hours evenly each day. Only in situations where the employee does not work certain days of the week and/or works less or longer than 7.17 hours do you need to create IT If you have any questions please HRIS Support using the AMS Help Form. 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. End of Change FTE for an Appointed Staff HRIS Procedure Document FINAL For Assistance with this Process