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positionmanagement:maintenance:pmischangeinposition:changeincompensation

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positionmanagement:maintenance:pmischangeinposition:changeincompensation [2020/07/21 22:03] – created emorenopositionmanagement:maintenance:pmischangeinposition:changeincompensation [2022/09/16 18:59] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Human Resources > Maintenance > PMIS Change in Position > Change in Compensation**//+//**Position Management > Maintenance > PMIS Change in Position > Change in Compensation**//
  
-<WRAP round intro>This page is used to change the position(s) and compensation amount(s) currently assigned+<WRAP round intro>This tab is used to change the position(s) and compensation amount(s) currently assigned
 to an employee. Existing positions can be added or removed from employees, and existing to an employee. Existing positions can be added or removed from employees, and existing
 supplements can be added or removed from existing employees. The page can also be supplements can be added or removed from existing employees. The page can also be
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-When a change in compensation (CIC) transaction is approved, the previous job record+When a Change in Compensation (CIC) transaction is approved, the previous job record
 will be updated with the payoff amounts and information, and a new job record will will be updated with the payoff amounts and information, and a new job record will
 be inserted with the associated distributions. If the CIC is for a new hire, only be inserted with the associated distributions. If the CIC is for a new hire, only
-the new information is inserted.</WRAP>+the new information is inserted. 
 + 
 +++++CIP Report Notes|{{page>general:cip_report&inline}}++++ 
 + 
 + 
 +</WRAP>
  
  
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 ^Field ^Description^ ^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. 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. As you type the data, a drop-down list of corresponding data is displayed. Select an employee, and click **Retrieve**. Or, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to perform a search in the Employees directory.\\  \\  Type data in one or more of 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**.|
 ^Effective Dt|Type the effective date of the change in compensation in MMDDYYYY format.| ^Effective Dt|Type the effective date of the change in compensation in MMDDYYYY format.|
 ^Annualized Pay Dt|Type a pay date to be used for any transmittals that are created as a result of the CIP if you do not want to use the next available pay date.| ^Annualized Pay Dt|Type a pay date to be used for any transmittals that are created as a result of the CIP if you do not want to use the next available pay date.|
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 ^TRS Status|This field is display only and indicates the employee's status in regard to TRS deposit calculations. The field is populated based on the employee's payroll record.| ^TRS Status|This field is display only and indicates the employee's status in regard to TRS deposit calculations. The field is populated based on the employee's payroll record.|
  
-Click **Next**. +VCV Click **Next**.
-  +
-Under **Current Positions**, click **+Add** to a new row.+
    
-^Position Number|Click {{:images:blue_small_picklist.jpg|}} to select a new position.|+VCV Under **Current Positions**, update the applicable fields: 
 + 
 +<div indent>Click **+Add** to a new row. 
 +</div> 
 +\\  
 +^Position Number|Click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a new position.|
 ^Position Description|This field displays the description of the selected position number.| ^Position Description|This field displays the description of the selected position number.|
-^Billet|This field is automatically populated with the associated billet number of the selected position; however, it can be modified. Click {{:images:blue_small_picklist.jpg|}} to select a billet number.|+^Billet|This field is automatically populated with the associated billet number of the selected position; however, it can be modified. Click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a billet number.|
 ^Sch YR|Displays the current school year.| ^Sch YR|Displays the current school year.|
 ^Job Code|Displays the job code associated with the selected position.| ^Job Code|Displays the job code associated with the selected position.|
 ^Status|Displays the position status.| ^Status|Displays the position status.|
    
-Under **Occupant Information**:+VCV Under **Occupant Information**:
    
 ^Recalculate Position|Select if changes are made to an existing position and the position needs to be recalculated.\\  \\  **Note**:  The field should be selected if the employee has received payroll payments for the position. This ensures that the correct contract balances are maintained upon approval of the change in position.| ^Recalculate Position|Select if changes are made to an existing position and the position needs to be recalculated.\\  \\  **Note**:  The field should be selected if the employee has received payroll payments for the position. This ensures that the correct contract balances are maintained upon approval of the change in position.|
-^Vacate|Select to vacate the position currently displayed.\\  \\  **Notes**:\\  When a position is vacated and the employee accrues for the job, ensure that the number of remaining payments, pay rate, contract balance, and payoff date is respective of how the remainder of the contract should be paid.\\  \\  If the job has several payments, **Vacate** is selected, and the pay date does not equal the payoff date, then the number of days earned should be zero for the job (regardless of the accrual calendar setting) when the payroll is processed, so that the pay will be withdrawn from accruals.|+^Vacate|Select to vacate the position currently displayed.\\  \\  **Notes**:\\  When a position is vacated and the employee accrues for the job, ensure that the number of remaining payments, pay rate, contract balance, and payoff date is respective of how the remainder of the contract should be paid.\\  \\  If the job has several payments, **Vacate** is selected, and the pay date does not equal the payoff date, then the number of days earned should be zero for the job (regardless of the accrual calendar setting) when the payroll is processed so that the pay will be withdrawn from accruals.|
 ^Effective Date|Type the effective date of the change in compensation in MMDDYYYY format.| ^Effective Date|Type the effective date of the change in compensation in MMDDYYYY format.|
 ^As of First of Year|Select if the changes should take effect as of the first of the school year.\\  \\  This field would not be used for new hires; however, it is helpful for data corrections. For example, if an employee's pay step is incorrect for two months, then use the current date as the effective date but backdate the pay step increase to the beginning of the contract.| ^As of First of Year|Select if the changes should take effect as of the first of the school year.\\  \\  This field would not be used for new hires; however, it is helpful for data corrections. For example, if an employee's pay step is incorrect for two months, then use the current date as the effective date but backdate the pay step increase to the beginning of the contract.|
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 ^Percent Day Employed|Type the percent of the day that the employee is scheduled to work.| ^Percent Day Employed|Type the percent of the day that the employee is scheduled to work.|
 ^Percent Year Employed|Type the percent of the year that the employee is scheduled to work.| ^Percent Year Employed|Type the percent of the year that the employee is scheduled to work.|
-^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|Ellipsis Icon}} 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|Elipsis Icon}} 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|Ellipsis Icon}}  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.|
 ^Begin Date|Type the beginning date for the calendar selected in the MMDDYYYY format.| ^Begin Date|Type the beginning date for the calendar selected in the MMDDYYYY format.|
 ^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.|
 ^Payoff Date|Type the date on which the employee's contract is paid off in the MMDDYYYY format. When this date and the pay date match, contract payoff occurs.| ^Payoff Date|Type the date on which the employee's contract is paid off in the MMDDYYYY format. When this date and the pay date match, contract payoff occurs.|
-^Max Days|Type the number of contract days which relate to the correct salary on the salary table.|+^Max Days|Type the number of contract days that relate to the correct salary on the salary table.|
 ^Days Off|Type the number of days that the employee is eligible to take off.| ^Days Off|Type the number of days that the employee is eligible to take off.|
 ^Nbr Days|The **Employed** field displays the value from the **# of Days Empld** field from the Accrual Info section.| ^Nbr Days|The **Employed** field displays the value from the **# of Days Empld** field from the Accrual Info section.|
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 ^TRS Member Pos|Displays the two-digit code indicating the employee's classification.| ^TRS Member Pos|Displays the two-digit code indicating the employee's classification.|
 ^Incr Pay Step|Select if the employee is eligible for an incremental pay step.| ^Incr Pay Step|Select if the employee is eligible for an incremental pay step.|
-^Ignore Pct of Day for Salary Calcs|Select to ignore the percent of day and allow full salary amounts to be calculated even if the percent of day value does not equal 100%. This field is only displayed if the **Display Options to Ignore Pct of Day and Pct of Year for Position Records** field is selected on the District Administration > Options > PMIS District Options page.| +^Ignore Pct of Day for Salary Calcs|Select to ignore the percent of day and allow full salary amounts to be calculated even if the percent of day value does not equal 100%. This field is only displayed if the **Display Options to Ignore Pct of Day and Pct of Year for Position Records** field is selected on the District Administration > Options > Position Management page.| 
-^Ignore Pct of Yr for Salary Calcs|Select to ignore the percent of year and allow full salary amounts to be calculated even if the percent of year value does not equal 100%. This field is only displayed if the **Display Options to Ignore Pct of Day and Pct of Year for Position Records** field is selected on the District Administration > Options > PMIS District Options page. | +^Ignore Pct of Yr for Salary Calcs|Select to ignore the percent of year and allow full salary amounts to be calculated even if the percent of year value does not equal 100%. This field is only displayed if the **Display Options to Ignore Pct of Day and Pct of Year for Position Records** field is selected on the District Administration > Options > Position Management page. | 
-  +^Exclude Days for TEA|Select to exclude the number of days employed (for the selected job) from TEA reporting. For example, this field would be used for an employee who performs two separate jobs on the same day.| 
-Click **Calculate** to calculate the changes made to the position.+
    
-Under **Distribution Information**, click **+Add** to a new row.   +VCV Click **Calculate** to calculate the changes made to the position.
    
 +VCV Under **Distribution Information**, update the applicable fields.
 +
 +<div indent>Click **+Add** to a new row.  
 +</div>
 +\\ 
 ^Activity Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an activity code.| ^Activity Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an activity code.|
 ^Account Code|Type the account code used to pay for the activity indicated.| ^Account Code|Type the account code used to pay for the activity indicated.|
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 ^Dup Acct|Indicates if a duplicate account is entered.| ^Dup Acct|Indicates if a duplicate account is entered.|
    
-Click **Next**.+VCV Click **Next**.
    
-Under **New Positions**, click **+Add** to add a new row and enter data in the applicable fields.+VCV Under **New Positions**, update the applicable fields. 
 + 
 +<div indent>Click **+Add** to a new row.   
 +</div> 
 +\\   
 +VCV Click **Next**.
    
-Click **Next**.+The **Current Supplements** section displays the employee's current supplement information.   
 + 
 +VCV Click **Next**.
    
-The **Current Supplements** section displays the employee's current supplements information.   +VCV Under **New Supplements**, update the applicable fields. 
-  + 
-Click **Next**. +<div indent>Click **+Add** to a new row.   
-  +</div> 
-Under **New Supplements**, click **+Add** to add a new row. +\\   
-  +<WRAP BOX>**Note**:  Annualized transmittals are created if the Max Payments is greater than Remaining Payments, and As of First Year and During CIC Calculation, Pay One-Time Supplement are selected on the Options > Position Management page in the District Administration application. The total amount of the transmittal(s) is calculated as follows: (maximum payments - remaining payments) x (maximum amount / maximum payments).
-<WRAP BOX>**Note**:  Annualized transmittals are created if the Max Payments is greater than Remaining Payments, and As of First Year and During CIC Calculation, Pay One-Time Supplement are selected on the Options > PMIS District Options page in the District Administration application. The total amount of the transmittal(s) are calculated as follows: (maximum payments - remaining payments) x (maximum amount / maximum payments).+
 </WRAP> </WRAP>
  
-^Position Number|Click {{:images:blue_small_picklist.jpg|}} to select a new position.|+^Position Number|Click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a new position.|
 ^Position Description|Displays the description of the selected position number.| ^Position Description|Displays the description of the selected position number.|
-^Billet|This field is automatically populated with the associated billet number of the selected position; however, it can be modified. Click {{:images:blue_small_picklist.jpg|}} to select a billet number.|+^Billet|This field is automatically populated with the associated billet number of the selected position; however, it can be modified. Click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a billet number.|
 ^Sch YR|Displays the current school year.| ^Sch YR|Displays the current school year.|
 ^Job Code|Displays the job code associated with the selected position.| ^Job Code|Displays the job code associated with the selected position.|
 ^Status|Displays the position status.| ^Status|Displays the position status.|
    
-Under **Occupant Information**:+VCV Under **Occupant Information**:
    
 ^Effective Date|Type the effective date of the change in compensation in MMDDYYYY format.| ^Effective Date|Type the effective date of the change in compensation in MMDDYYYY format.|
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 ^Primary Campus|Displays the three-digit code for the campus to which the employee is assigned.| ^Primary Campus|Displays the three-digit code for the campus to which the employee is assigned.|
 ^Dept|Displays the one-digit code used by the district to further categorize the employee.| ^Dept|Displays the one-digit code used by the district to further categorize the employee.|
-^Attached To Position|Click {{:images:blue_small_picklist.jpg|}} to attach another position.| +^Attached To Position|Click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to attach another position.| 
-^Billet|Click {{:images:blue_small_picklist.jpg|}} to select a billet number.|+^Billet|Click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a billet number.|
 ^Emp Nbr/Name|Displays employee number and name.| ^Emp Nbr/Name|Displays employee number and name.|
 ^Pay Amount Based on Employee Pay|Select to calculate the supplement pay based on the employee pay.| ^Pay Amount Based on Employee Pay|Select to calculate the supplement pay based on the employee pay.|
 ^Max Amount|Displays the maximum supplement amount for the selected position.|   ^Max Amount|Displays the maximum supplement amount for the selected position.|  
 ^Supplement Pay Amount|Type the amount of the supplement pay.| ^Supplement Pay Amount|Type the amount of the supplement pay.|
-^One Time Supplement|Select to generate a one time supplement check based on the remaining payments.| +^One Time Supplement|Select to generate a one-time supplement check based on the remaining payments.| 
-^Pay Date|Click {{:images:blue_small_picklist.jpg|}} to select a pay date.|+^Pay Date|Click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a pay date.|
 ^Max Payments|Type the number of maximum payments for the selected calendar code.| ^Max Payments|Type the number of maximum payments for the selected calendar code.|
 ^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.|
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 ^Nbr Extra Days|Type the number of extra days to be included in the calculation.| ^Nbr Extra Days|Type the number of extra days to be included in the calculation.|
    
-Click **Calculate** to calculate the changes made to the position.+VCV Click **Calculate** to calculate the changes made to the position.
    
-Click **Execute** to process the compensation changes.+VCV Click **Execute** to process the compensation changes. 
 + 
 +====Other functions and features:====
  
 +^Back|Click to go back a page.|
 +^Cancel|Click to cancel the process and return to the main page.|
  
 +{{indexmenu_n>10}}
  
positionmanagement/maintenance/pmischangeinposition/changeincompensation.1595369014.txt.gz · Last modified: 2020/07/21 17:03 (external edit)

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