Renewal of Contract for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee

Transcription

1 Renewal of Contract for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee Contents Procedure Overview Step 1: Renewal of Contract Process Step 2: Create Contract Elements Step 3: Copy Appointment Detail Process HR Data Verification Report Procedure Overview Overview To gain an understanding on how to process a renewal of contract for a Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 employee by recording the following in HRIS: Effective Start Date and End Date of Renewal of Contract Work Contract New Employment Percentage Annual Salary HRIS Procedure Document FINAL For Assistance with this Process

2 Step 1: Renewal of Contract Process Click on the following path: Human Resources Personnel Management Administration HR Master Data Personnel Actions 1. Enter employee personnel number 2. Enter effective date of the change 3. Click on Appointment Action Type 4. Click Execute Copy Action Screen (0000) Populates (Automatically) 5. Choose Re-Appointment from the drop-down the Reason Code 6. Click or press ENTER 7. Click to SAVE Copy Organizational Assignment (0001) Screen Populates (Automatically) 1. Enter the Funds Center 2. Verify the FTE% 3. Verify the work contract 4. Click or press ENTER 5. Click to SAVE 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 2. Click or press ENTER 3. Click to SAVE Create Provincial Tax CA (0462) Screen Populates Automatically 1. Verify Total Credits default information change if necessary 2. Click or press ENTER HRIS Procedure Document FINAL For Assistance with this Process

3 3. Click to SAVE 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. 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, 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 annual salary. 3. Click or press ENTER 4. Click to SAVE Copy Cost Distribution (0027) Screen Populates Automatically 1. Update the information when necessary. Otherwise, click Next Record arrow to proceed to the next Copy Date Specifications (0041) Screen Populates Automatically 1. Change PDF Start with the new contract start date. 2. Change PDF Contract End with the new contract end date. 3. Click to SAVE. HRIS Procedure Document FINAL For Assistance with this Process

4 Step 2: Create Contract Elements Click on the following path: Human Resources Personnel Management Administration HR Master Data Maintain 1. Enter employee personnel number 2. Under, select. 3. Click on to Create. Create Contract Elements Screen (0016) 1. Enter the Renewal of Contract effective Start Date. 2. Verify the Contract Type which defaults to 05 Term. 3. Enter End Date of contract 4. Click or press ENTER 5. Click to SAVE. Previous record will automatically be delimited. Create Monitoring of Task Screen (0016) Automatically Populates 1. Verify Date of Task which is the Contract End Date 2. Click or press ENTER 3. Reminder Date automatically populates with default date a month prior to Contract End Date. 4. Click to SAVE. HRIS Procedure Document FINAL For Assistance with this Process

5 Step 3: Copy Appointment Detail Process 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 Renewal Start Date and End Date 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. Verify the Cost Center Note: DO NOT enter a Cost Centre if Internal Order is applicable 8. Verify the Funds Center 9. If applicable, verify the Fund. 10. Enter Type of Change if applicable. Otherwise, leave blank. 11. Enter the annual amount of increase in if applicable. Otherwise, leave blank 12. Click on or press Enter key and verify the Annual Salary To HRIS Procedure Document FINAL For Assistance with this Process

6 13. Click on to Save. Previous record will automatically be delimited. END OF RENEWAL OF CONTRACT FOR NON-APPOINTED POSTDOCTORAL FELLOW CUPE 3902 UNIT 5 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. HRIS Procedure Document FINAL For Assistance with this Process