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Trace: • PMIS Forecast Change - HRS6145 • Requisition - REQ3400 • REQ1350 - Outstanding Purchase Orders Report • Non-Comp Funding Changes - HRS6140 • Book- BAM7000
positionmanagement:maintenance:pmischangeinposition:separation

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positionmanagement:maintenance:pmischangeinposition:separation [2020/09/03 16:47] – emorenopositionmanagement:maintenance:pmischangeinposition:separation [2022/09/16 18:59] (current) – emoreno
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 //**Position Management > Maintenance > PMIS Change in Position > Separation**// //**Position Management > Maintenance > PMIS Change in Position > Separation**//
  
-<WRAP round intro>This page is used to remove an employee from all positions and calculate the employee's last paycheck. There are two types of separations:+<WRAP round intro>This tab is used to remove an employee from all positions and calculate the employee's last paycheck. There are two types of separations:
  
   * Separation due to termination (for contract, noncontract, or salaried employees). Contracted positions are determined by the pay rate code in the appropriate salary table (e.g., daily/hourly, midpoint, or annual).   * Separation due to termination (for contract, noncontract, or salaried employees). Contracted positions are determined by the pay rate code in the appropriate salary table (e.g., daily/hourly, midpoint, or annual).
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 When a separation transaction is approved, the job codes are updated for the payoff amounts and information. When a separation transaction is approved, the job codes are updated for the payoff amounts and information.
 +
 +++++CIP Report Notes|{{page>general:cip_report&inline}}++++
 </WRAP> </WRAP>
  
  
 ====Create a separation transaction record:==== ====Create a separation transaction record:====
- 
 ^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.| + 
-^Action Reason|Select the reason for the change in compensation.|+VCV Under **Current Positions**, the following information is displayed for the employee's current position(s): 
 + 
 + 
 +  * **Position Number** 
 +  * **Position Description** 
 +  * **Billet**  
 +  * **Sch YR** 
 +  * **Job Code** 
 +  * **Status** 
 + 
 +VCV Complete the following information for the change:  
 +^Effective Dt|Type the effective date of the change in compensation in the MM-DD-YYYY format.| 
 +^Payoff Dt|Type the payoff date in the MM-DD-YYYY format.| 
 +^Termination Dt|Type the payoff date in the MM-DD-YYYY format.| 
 +^Early Contract Payoff|Type the early contract payoff date in the MM-DD-YYYY format.| 
 +^Action Reason|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the reason for the change in compensation.|
 ^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.|
  
  
  
 +VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to display the occupant and distribution detail information. The bottom section of the page displays the following fields for each position:
 +
 +
 +VCV Under **Occupant Information**, update the applicable fields:
 +
 +  * **Recalculate Position**
 +  * **Vacate**
 +  * **Effective Date**
 +  * **Worked 1 Day**
 +  * **Ignore Pct of Day for Salary Calcs**
 +  * **Ignore Pct of Yr for Salary Calcs**
 +  * **Job Code**
 +  * **Primary Job**
 +  * **Percent Day Employed**
 +  * **Percent Year Employed**
 +  * **Calculate**
 +  * **Pay Concept**
 +  * **Midpoint**
 +  * **Pay Grade**
 +  * **State Step**
 +  * **Begin Date**
 +  * **End Date**
 +  * **Payoff Date**
 +  * **Max Days**
 +  * **Days Off**
 +  * **Nbr Days Employed**
 +  * **Hours Per Day**
 +  * **Hourly/Daily Rate**
 +  * **Actual Salary**
 +  * **Remaining Payments**
 +  * **Primary Campus**
 +  * **Dept**
 +  * **Calendar Code**
 +  * **TRS Member Pos**
 +  * **Incr Pay Step**
 +  * **Exclude Days for TEA**
 +
 +
 +
 +VCV Under **Distribution Information**, update the applicable fields:
 +
 +<div indent>Click **+Add** to add a new row.
 +</div>
 +
 +  * **Activity Code**
 +  * **Account Code**
 +  * **Grant Code**
 +  * **Workers' Comp**
 +  * **Expense 373**
 +  * **Employer Contribution**
 +  * **Percent**
 +  * **Amount**
 +  * **Dup Acct**
 +
 +
 +VCV Click **Next**. Review the changes. 
 +
 +VCV Click **Execute** to execute the 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>40}}
  
positionmanagement/maintenance/pmischangeinposition/separation.1599151643.txt.gz · Last modified: 2020/09/03 11:47 (external edit)

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