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Valcodes and Code Files Drop down = Val Code. Modify with VAL

HR BootCamp! Presented by: Mark McDonald – OA Solutions Monday July 13 th , 2009 - 10:45am to 11:45am (Room U001). Presentation Overview (touch on the following with the goal to introducing or reminding you of the functionality) Val Codes HR Statuses Earn Type Exception rules Fixing Dates

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Valcodes and Code Files Drop down = Val Code. Modify with VAL

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  1. HR BootCamp!Presented by:Mark McDonald – OA SolutionsMonday July 13th, 2009 - 10:45am to 11:45am (Room U001)

  2. Presentation Overview (touch on the following with the goal to introducing or reminding you of the functionality) • Val Codes • HR Statuses • Earn Type Exception rules • Fixing Dates • Bargaining Units • Stipends • Workloads

  3. Valcodes and Code Files • Drop down = Val Code. Modify with VAL • Some are system delivered and non modifiable • dot dot dot (…) is a code file, there will be a separate mnemonic • Don’t delete if it is in the system • Use ‘Do no use’+desc for old ones • If you don’t use codes, clear/clean them up • You can add more • What are your reporting needs? • CORE (school wide?) or HR

  4. HR Statuses VAL Codes • Special Processing 1 • Y = Allowed to hold a position (default) • N = Can have a position • Special Processing 2 • Value determines the rate that a person with this status will earn ‘benefit service years’ 1= 1:1 (1 is default) • For statuses that should not accrual BSY, enter 0

  5. Calculating Benefit Service Years • Use STAS to review statuses • Use CSTI to change a person’s status • Use PSTA to adjust service years • Relevant Fields are: • PERSTAT.SERVICE.YEARS (all statuses=1) • PERSTAT.BENEFIT.YEARS • PERSTAT.START.DATE • From program • X.YEAR.FACTOR = 365.25 • X.YRS = (X.DAYS / X.YEAR.FACTOR) * X.SVC.FACTOR

  6. Earn Type Exceptions

  7. Fixing Dates • Correct Start End or last pay date of a persons position. CPOD. • Change an employee’s start date (status date). CSTD • Maintain employment Anniversary dates. DATE. • Employee’s Termination date CTED • Change Benefit/Deduction Dates. CBED

  8. Fixing Dates • Maintain employment Anniversary dates. DATE. • Change Benefit/Deduction Dates. CBED

  9. Fixing Dates • Employee’s Termination date CTED

  10. Bargaining Units (BARG screen) • Can be used even for non union groups or institutions. Can then be used for reporting. • Consider using it as a classification indicator. • Consider creating an Admin Classification (BARG).

  11. Can also be used with salary tables

  12. How are you paying unusual payments? For example Retro pay. • PPGS adjustments? • Stipends? • Consider Stipends (they are more HR centric) • they create a separate record that can be easily reviewed (STPS) • don’t distort the ‘HR’ view of things (eg. start dates can be the true start date, not when payments started at that rate)

  13. Workload • Can Institutional research use your FTE or workload numbers intelligently? Are they wanting to? • Many institutions leave FTE set to 1 for virtually all positions, this makes it useless for reporting purposes. • How many hours does the position teach, and what is Full time in that position? • Position Budgeting requires FTE to be set • Using Stipends… (next page)

  14. Workload reporting wage records vs. stipends. • Wage Records require significant position maintenance to get FTE/workload set for each person. It can be difficult for term type instructors • Stipends allow the stipends to be attached to a course, the teaching and contact hours can be entered

  15. Use Other Hours for extra ROE hours (eg. office hours, marking…)

  16. Workload (stipends) • Now you are linked directly to the course sections taught by each term instructor. So their FTE/Workload can be easily calculated. • Serendipity is that you now have a link from HR to ST that you can use for additional reporting.

  17. If you use Stipends, you still need to give the employee a position. What Workload will you assign (zero?) or guess… / estimate… (recommend consider zero, then calculate workload from stipend hours as it should be most accurate)

  18. BONUS: • Withholding cycles (for Monthly calculated benefits collected bi weekly). BACT screen • Note this is for the BENDED not the PERBEN, this means that you might need separate benefits set up for employees on a semi monthly vs a bi weekly pay cycle. • Entering Exempt vs Non-exempt on POSD position setup. • Note that Web Time Entry overtime will not be calculated on exempt. (Many Cnd sites ignored this field in the past and considered it a USA only field, so you may need to revisit it prior to implementing WTE).

  19. Merit pay (no NWDUG pun intended) • Merit pay and Overtime can be entered on PWAG. Inherits the Earn type from the position. Allows you to break this costs out, AND these amounts are not included in a batch wage update – so they allow for one time (life of the wage record) adjustments (example use might be an extra fixed amount being paid during a job classification, that will not be subject to annual increases). ** Merit and O/L get included in Annualized Amount, but not Comparable Amount [this can effect your Insurance benefits].

  20. HR BootCamp!Presented by:Mark McDonald – OA SolutionsMonday July 13th, 2009 - 10:45am to 11:45am (Room U001)

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