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academy:pmis_new_hires:changeinposition

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academy:pmis_new_hires:changeinposition [2019/07/09 14:40] – emorenoacademy:pmis_new_hires:changeinposition [2022/01/24 20:17] (current) – emoreno
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-\\  [[humanresources:maintenance:pmischangeinposition:changeincompensation|Human Resources > Maintenance > PMIS Change in Position > Change in Compensation]]+\\  [[positionmanagement:maintenance:pmischangeinposition:changeincompensation|Position Management > Maintenance > PMIS Change in Position > Change in Compensation]]
  
-This page is used to change the position(s) and compensation amount(s) that are currently assigned to an employee. Existing positions and supplements can be added or removed from existing employees. This page can also be used to fill a position with a new employee or to add an additional position to an existing employee.+<WRAP Round Intro>This page is used to change the position(s) and compensation amount(s) that are currently assigned to an employee. Existing positions and supplements can be added or removed from existing employees. In addition, you can assign an existing position to a new employee or add an additional position to an existing employee.
  
 When a Change in Compensation (CIC) transaction is approved, the previous job record is updated with the payoff amounts and information, and a new job record is inserted with the associated distributions. If the CIC is for a new hire, only the new information is inserted. When a Change in Compensation (CIC) transaction is approved, the previous job record is updated with the payoff amounts and information, and a new job record is inserted with the associated distributions. If the CIC is for a new hire, only the new information is inserted.
 +</WRAP>
  
-{{:academy:change_in_compensation.jpg|PMIS Change in Compensation }} 
  
-Complete the following fields:+VCV Complete the following fields:
  
-^Field ^Description^ 
 ^Pay Frequency|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a pay frequency.| ^Pay Frequency|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a pay frequency.|
-^Employee|Begin typing the employee name or number that was generated on the Staff Demo page. As you type the data, a drop-down list of corresponding data is displayed. Select the desired employee and click **Retrieve**. Or, click {{:images:blue_small_picklist.jpg|}} to perform a search in the Employees directory.\\  \\  Type the desired data in the search fields.\\  \\  Click **Search**. A list of data that matches the search criteria is displayed.\\  \\  Select an employee name from the list. Otherwise, click **Cancel**.|+^Employee|Begin typing the employee name or number that was generated on the Staff Demo page. Begin typing the employee name or number. As you type the data, a drop-down list of corresponding data is displayed. Select an employee and click **Retrieve**. Or, click [[general:employee_directory|Directory]] to perform a search in the Employees Directory.|
 ^Effective Dt|Type the new employee's start date in the MMDDYYYY format.| ^Effective Dt|Type the new employee's start date in the MMDDYYYY format.|
-^Action Reason|Select an action reason. The action reasons are maintained on the [[https://tcc-help.net/txeis/districtadmin/doku.php/tables/pmis/actionreason|District Administration > Tables > PMIS > Action Reason]] page.|+^Action Reason|Select an action reason code. The action reasons codes are maintained on the [[https://www.help.ascendertx.com/districtadmin/doku.php/tables/pmis/actionreason|District Administration > Tables > PMIS > Action Reason]] page.|
 \\ \\
-Click **Retrieve**. The retrieved page is blank since the employee is a new hire and is not currently assigned to a position.+VCV Click **Retrieve**. The retrieved page is blank since the employee is a new hire and is not currently assigned to a position.
  
-Click **Notes** to enter any CIC details. The notes can be used as a form of communication between the personnel and payroll departments. The notes are displayed on the Human Resources > Maintenance > Approve CIP Transaction page under **CIP Notes**. +VCV Click **Notes** to enter any CIC details. The notes can be used as a form of communication between the personnel and payroll departments. The notes are displayed on the [[payroll:maintenance:approveciptransaction|Payroll > Maintenance > Approve CIP Transaction]] page under **CIP Notes**. 
  
-Click **Next**. The New Positions page is displayed allowing you to assign an employee to a vacant position. Be sure to have the new employee’s pay grade, pay step, end date, and payoff date available before updating this tab.+VCV Click **Next**. The New Positions page is displayed allowing you to assign an employee to a vacant position. Be sure to have the new employee’s pay grade, pay step, end date, and payoff date available when updating this tab.
  
-{{:academy:change_in_compensation_new_positions.jpg|Change in Compensation New Positions}} 
  
-Click **+Add**.  +VCV Click **+Add** to add a position to the employee's record. Click {{:images:smallpicklist.gif|ellipsis}} next to the position number. A list of the LEA's vacant positions is displayed. Select the position to be assigned to the employee.  
- +
-Click {{:images:smallpicklist.gif|ellipsis}} next to the position number. A list of the LEA's vacant positions is displayed. Select the position to be assigned to the employee.  +
  
 <WRAP Box> <WRAP Box>
-**Note**:  If a vacant position at the LEA is not displayed in the list, verify that the distribution code (fiscal year), pay grade, etc. for the position is correct. Positions with incorrect information are not displayed in the list.+**Note**:  If a vacant position at the LEA is not displayed in the list, verify that the distribution code (fiscal year), pay grade, etc. for the position is correct. Additionally, be sure to review the current year first pay date codes on the [[https://help.ascendertx.com/districtadmin/doku.php/tables/pmis/firstpaydate/currentyear|District Administration > Tables > PMIS > First Pay Date > Current Year]] tab for accuracy. Positions with incorrect information are not displayed in the list.
 </WRAP> </WRAP>
  
-Complete the following fields: +VCV Complete the following fields: 
  
 ^Primary Job|Select if this is the primary job for the employee. An employee may have only one primary job.|  ^Primary Job|Select if this is the primary job for the employee. An employee may have only one primary job.| 
 ^Pay Grade|Click {{:images:blue_small_picklist.jpg|}} to select the pay grade at which the employee is paid. The field is used to identify the correct salary amount on the salary table.| ^Pay Grade|Click {{:images:blue_small_picklist.jpg|}} to select the pay grade at which the employee is paid. The field is used to identify the correct salary amount on the salary table.|
 ^Pay Step|Click {{:images:blue_small_picklist.jpg|}} select the pay step at which the employee is paid. The field is used to identify the correct salary amount on the salary table.| ^Pay Step|Click {{:images:blue_small_picklist.jpg|}} select the pay step at which the employee is paid. The field is used to identify the correct salary amount on the salary table.|
-^Schedule|Click {{:images:blue_small_picklist.jpg|}}  select the local subschedule of the employee’s pay grade and step. The field is used to identify the correct salary amount on the salary table.|+^Schedule|Click {{:images:blue_small_picklist.jpg|}}  select the local sub schedule of the employee’s pay grade and step. The field is used to identify the correct salary amount on the salary table.|
 ^State Step|Type the state step that the employee has earned based on years of service plus career ladder step(s), if applicable.| ^State Step|Type the state step that the employee has earned based on years of service plus career ladder step(s), if applicable.|
 ^End Date|Type the ending date for the calendar selected in the MMDDYYYY format.| ^End Date|Type the ending date for the calendar selected in the MMDDYYYY format.|
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 ^Remaining Payments|Type the number of payments remaining to be made to the employee during the current contract period.| ^Remaining Payments|Type the number of payments remaining to be made to the employee during the current contract period.|
  
-Click **Calculate** to calculate the employee's salary. The reflected salary is calculated as if the employee worked the full year. The pro-rated salary is reflected on the salary letter in the following steps. +VCV Click **Calculate** to calculate the employee's salary. The reflected salary is calculated as if the employee worked the full year. The pro-rated salary is reflected in the salary letter in the following steps. 
 \\ \\
 +<WRAP center round tip>
 **TIP**:  It is only necessary to populate the **Hourly/Daily Rate** if the employee is tied to a midpoint table. The field is automatically calculated and populated for employees with a **Local Annual** or **Hourly/Daily** salary schedule. **TIP**:  It is only necessary to populate the **Hourly/Daily Rate** if the employee is tied to a midpoint table. The field is automatically calculated and populated for employees with a **Local Annual** or **Hourly/Daily** salary schedule.
 +</WRAP>
  
-Click **Next**. The Current Supplements page is displayed with a list of the employee's current supplements; however, the page is blank since the employee is a new hire.  
  
-{{:academy:change_in_compensation_current_supplements.jpg|Change in Compensation Current Supplements}}+VCV Click **Next**. The Current Supplements page is displayed with a list of the employee's current supplements; however, the page is blank since the employee is a new hire. 
  
-Click **Next**. The New Supplements page is displayed. You can add supplements on this page. 
  
-{{:academy:change_in_compensation_new_supplements.jpg|Change in Compensation New Supplements}} +VCV Click **Next**. The New Supplements page is displayed. If applicable, add supplements on this page. 
 + 
  
-Click **+Add**. +VCV Click **+Add** to add a supplement. Click the {{:images:smallpicklist.gif|ellipsis}} next to the position number. A list of the LEA's vacant supplement positions is displayed. Select the supplement to be added to the employee's record.
  
-Click the {{:images:smallpicklist.gif|ellipsis}} next to the position number. A list of the LEA's vacant supplement positions is displayed. Select the supplement to be added to the employee's record. +^Remaining Payments|Type the number of remaining payments to be made to the employee during the current contract period.|
- +
-^Remaining Payments|Type the number of payments remaining to be made to the employee during the current contract period.|+
  
 <WRAP Box> <WRAP Box>
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 </WRAP> </WRAP>
  
-Click **Execute**. The Change in Position - Change in Compensation Report is displayed. Verify the report for accuracy. You can use the report as a salary letter and review it with the employee. +VCV Click **Execute**. The Change in Position - Change in Compensation Report is displayed. Verify the report for accuracy. This report can be used as the salary letter and reviewed with the employee. A list of all of the fields that are updated after the changes are approved and processed is listed in step 3.
  
 The TRS eligibility status comes from the Budget tab on the position. If the employee is not TRS-eligible or is retired and the report reflects otherwise, cancel the process and change the **TRS Status** on the Budget tab for the position. The TRS eligibility status comes from the Budget tab on the position. If the employee is not TRS-eligible or is retired and the report reflects otherwise, cancel the process and change the **TRS Status** on the Budget tab for the position.
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 {{:academy:change_in_position_-_change_in_compensation_report_supplement.jpg|Change in Position - Change in Compensation Report for Supplement Position}} {{:academy:change_in_position_-_change_in_compensation_report_supplement.jpg|Change in Position - Change in Compensation Report for Supplement Position}}
  
-Messages similar to the below are displayed if the current year position was updated and the next year position was not updated. If the new employee should be added to the next year PMIS, switch to the next year payroll frequency and add the new employee to the position.+Messages similar to the below are displayed if the current year position was updated and the next year position was not updated. If the new employee should be added to the next year PMIS, change to the next year payroll frequency and add the new employee to the position.
  
-{{:academy:change_in_position_error_messages.jpg|Change in Position Possible Error Messages}}+{{:general:cic_messages.jpg|CIC Messages}}
academy/pmis_new_hires/changeinposition.1562683208.txt.gz · Last modified: 2019/07/09 09:40 (external edit)

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