Reactivate an Employee into a Non- Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Position

Transcription

1 Reactivate an Employee into a Non- Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Position Contents Procedure Overview Step 1: Reactivation Process Step 2: Create Cost Distribution (0027) Step 3: Create Appointment Details (9009) (If Applicable) HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview Overview To gain an understanding on how to process the reactivation of an employee into a Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 position on HRIS by recording the following: Reactivation Date Action Type Re-activate-Casuals Position Payment method Bank key Bank account Fund Centre Work Contract Employment Percentage Contract Start Date and End Date Benefit Plan Benefit Coverage Annual Salary Permit Type (for employee with SIN starting with 9) HRIS Procedure Document FINAL For Assistance with this Process

2 Permit Issue Date (for employee with SIN starting with 9) Permit Expiry Date (for employee with SIN starting with 9) Permit File Number/Application (for employee with SIN starting with 9) UCI - Unique Client Identifier (for employee with SIN starting with 9) Passport Number (for employee with SIN starting with 9) Passport Expiry Date (for employee with SIN starting with 9) Country of Citizenship (for employee with SIN starting with 9 Re-activate is used for: Casual (non-appointed) employee returning to active status Code 01 Returning Employee Step 1: Reactivation Process Click on the following path: Human Resources Personnel Management Administration HR Master Data Fast Entry Processing Fast Entry for Actions To re-activate a Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 employee enter the following information: 1. Enter employee re-activation date 2. Enter the position number 3. Enter the personnel number 4. Click on under Action Type 5. Click to Execute Fast Entry for Re-activate 3902 U5-PDF 1. Verify the Start Date. 2. Enter reason for action. Click on drop-down to view the list. 3. Verify Personal Data and Address Data. HRIS Procedure Document FINAL For Assistance with this Process

3 All the fields in this section will default to the last entries made in HRIS. Change any of the information where applicable. 4. Verify Taxation data (IT 0461, 0462, 0463). All the fields in this section will default to the last entries made in HRIS. Change any f the information where applicable. Note: If the employee has the basic credits, leave the fields blank. The system will default the Provincial Tax Credits and the Federal Tax Credits. 5. Verify Bank Details (0009) data All the fields in this section will default to the last entries made in HRIS. Change any of the information where applicable. 6. Create Organizational Assignment (0001) Select work contract PF-Post Doc FT for 100% FTE or PP-Post Doc PT for less than 100% FTE 7. Create Planned Working Time (0007) HRIS Procedure Document FINAL For Assistance with this Process

4 Emp % must be 100% for work contract PF-Post Doc FT. Select X on Part-time employee field and Emp % must be less than 100% for work contract PP-Post Doc PT. 8. Create Date Specification (0041) Note: First day worked defaults to the Reactivation Date. 9. Create Basic Pay (0008) 10. Create Health Plan (0167) Note: The default Health Plan Option and Dependent Coverage is Single. 11. Create Contract Element (0016) Note: Valid Until must be equal to Contract End Date specified on Date Specifications 12. Create Monitoring of Task (0019) Note: Date of Task defaults to the Contract End Date. 13. Click to validate. 14. For employee with SIN starting with 9, create Employment Authorization (0094) HRIS Procedure Document FINAL For Assistance with this Process

5 15. If no other fields are proposed, click Execute. Step 2: Create Cost Distribution (0027) 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 create the record. Create Cost Distribution Screen (0027) 1. Enter the effective start date of the funding 2. Choose in. 3. Enter funding percentage for the CC/CFC 4. Enter the Cost Center Note: DO NOT enter a Cost Centre if Internal Order is applicable 5. Enter the Funds Center 6. If applicable, enter the Fund. 7. Click on to Save. HRIS Procedure Document FINAL For Assistance with this Process

6 Step 3: Create Appointment Details (9009) (If Applicable) Contact the Business Officer of the department if you are not responsible for maintaining the Appointment Detail screen. 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 create the record. Create Appointment Detail Screen (9009) 1. Enter the effective start date of the appointment 2. Enter Position Number 3. Enter Pay Scale Group U5 Note: Pay Scale Level is not required for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 4. Enter Contract Type 05 Term 5. Enter the Cost Center Note: DO NOT enter a Cost Centre if Internal Order is applicable 6. Enter the Funds Center 7. If applicable, enter the Fund.. 8. Enter 16 New Appointment on Type of Change 9. Enter Annual Salary on Change Amount HRIS Procedure Document FINAL For Assistance with this Process

7 10. Click to validate. 11. Click on to Save. END OF RE-ACTIVATION PROCESS STEPS HR Data Verification Report & Master Data Sheet Run the Data Verification Report after the Re-activate 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. HRIS Procedure Document FINAL For Assistance with this Process

8 Personnel Actions Screen HR Master Data Sheet U of T Run the HR Master Data Sheet U of T after the hiring event is completed. This report allows the user to view all the data entered about an employee in an easy to read format. 1. Click on the HR Master Data Sheet U of T Report Button at the top of the screen, verify the information on the sheet 2. To Print the sheet click on the PRINT icon 3. Check for errors or warnings by clicking on the back button. 4. If there are no errors or warnings the system returns to the Personnel Actions Screen 5. If there are errors or warnings List of Messages box appears click on to show error messages 6. Click on to return to Personnel Actions Screen or to PRINT the errors or if no printing required. UTORAUTH Letter New employees require an UTORid account for creating the UTOR account and obtaining a library card. 1. Click on to produce the UTORID Account Letter 2. Click on the button to immediately print and archive the letter or click on to archive only. HRIS Procedure Document FINAL For Assistance with this Process