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Employee class

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                      Human Resources


Employee Class and Position Management
                            Introduction
Description and objectives
   Overview of function and
    information flow
   Employee class overview
   Hands-on exercises
   Position management overview
   Hands-on exercises
   Summary and review

                                   4
Function flow

Position Control                   Human
  Budgeting                       Resources


                   Finance
                   System

                                Time Entry
                             Payroll Processing
Information flow

   General Person                    Position Definition


     Employee                             Budget
    Information


                           Job


                    Benefits/Deductions


                    Time Entry/Payroll
Employee class

   Definition
   Interrelationships
   Defaults and overrides
       Fixed and variable attributes
Employee class definition

 The employee class definition sets the structure
 for positions, jobs, compensation, benefits, and
 budgeting.
Interrelationships      Payroll
                        Entry

                                  Earnings
         Reporting
                                  Eligibility


  Finance              Employee           Position/
  Interface             Class            Job Set Up


          Benefit
                                  Budget
         Eligibility

                       Leave
                       Accrual
Interrelationships       Payroll
                         Entry

                                        Earnings
         Reporting
                                        Eligibility


  Finance               Employee                Position/
  Interface              Class                 Job Set Up

   Pay ID                    Time entry begin day
   Times sheet method
          Benefit            Time entry method
   Time breakdown                        Budget
                             Time sheet method
        Eligibility
   FLSA method         Longevity
   Default hours             Work period
                          Leave
                             Holiday scheduled
   Advance leave request Accrual
   Retroactive pay           Supplemental pay
Interrelationships      Payroll
                        Entry

        Reporting                     Earnings
        & Security                    Eligibility


  Finance              Employee               Position/
  Interface             Class                Job Set Up

                                  IPEDS breakdown
          Benefit                 FT/PT Indicator
                                       Budget
         Eligibility              Salary Indicator
                                  Employee group
                       Leave      Security setup
                       Accrual
Interrelationships
                         Payroll
                         Entry

                                        Earnings
          Reporting
                                        Eligibility


   Finance              Employee                Position/
   Interface             Class                 Job Set Up


                                Fringe percentage
           Benefit              (chargeback method)
                                         Budget
          Eligibility           Labor account overrides
                                Benefits and earnings
                        Leave
                                Encumbrance method
                        Accrual
                                Override labor distribution
Interrelationships      Payroll
                        Entry

                                      Earnings
         Reporting
                                      Eligibility


  Finance              Employee               Position/
  Interface             Class                Job Set Up


          Benefit
                                       Budget
         Eligibility              Who can get what
                                  Defaults and overrides
                       Leave
                       Accrual
Interrelationships      Payroll
                        Entry
                                            accrue and
                                  Who can Earnings how
         Reporting                Defaults and overrides
                                           Eligibility


  Finance              Employee                 Position/
  Interface             Class                  Job Set Up


          Benefit
                                          Budget
         Eligibility

                       Leave
                       Accrual
Interrelationships      Payroll
                         Entry
                       Budget roll rules for:
                       •Labor
                                          Earnings
                       •Fringes - chargeback or actual
         Reporting
                                          Eligibility


  Finance              Employee                 Position/
  Interface             Class                  Job Set Up


          Benefit
                                         Budget
         Eligibility

                        Leave
                        Accrual
Interrelationships         Payroll
                           Entry

                                     Earnings
          Reporting
                                     Eligibility

Employee class
    Finance
Salaried or hourly        Employee           Position/
   Interface
Shift eligibility          Class            Job Set Up
Premium pay eligibility
Default hours
Employer code Benefit
                                     Budget
Deferred payEligibility
Time in and out
                          Leave
                          Accrual
Interrelationships      Payroll
                        Entry

                                  Earnings
          Reporting
                                  Eligibility


   Finance             Employee           Position/
   Interface            Class            Job Set Up


          Benefit
                                  Budget
         Eligibility
  Who can get what
                       Leave
                       Accrual
Defaults and Overrides



Leave category
Benefit category   Employee
Employee group      Class     EEO group must
FT/PT status                  match EEO skill



     Employee                     Position
      Record                       Class
Time to go online!

       Building employee classes
Building rule forms:
PTRECLS - required


   PTRPICT:   Pay ID Code Rule Form
   PTREMPR:         Employer Code Rule Form
   PTVLCAT: Leave Category Validation
        Form
   PTRBCAT: Benefit Category Rule Form
   PTVEEOG:         EEO Contract Group
                     Validation Form
   PTREARN:         Earnings Code Rule Form
Building rule forms:
PTRECLS - optional


   PTVPCAT: Premium Pay Category Validation Form
   PTVLGCD: Longevity Code Rule Form
   NTVWKSH: Work Schedule Validation Form
   PTRDFPR: Deferred Pay Rule Form
   PTVEGRP: Employee Group Rule Form
   PTRWKPR: Work Period Rule Form
   PTRSHFT: Shift Code Rule Form
Building rule forms:
PTRECLS - optional (cont.)

   PTVSTCA:   Statistics Canada Category Form

   PTVSTGR:   Statistics Canada Grouping Type Validations Form

   PTVASSN:   STRS Assignment Code Validation Form (California
               only)
Position class
   Definition
   Concept
   Interrelationships
   Defaults and overrides
       Fixed and variable attributes
Definition

 A position class is a job title or classification.
 The position class can be used to group
 employees to enhance planning and reporting
 capabilities.

 EEO/IPEDS reporting is based on the employee
 skill assigned to the position class.
Concept


Employee
            Full Time Professional Staff
  Class

 Position
  Class


 Position


   Job
Concept
  Employee
             Full Time Professional Staff
    Class

  Position
             Office Manager
   Class


  Position


    Job
Concept
  Employee
             Full Time Professional Staff
    Class

  Position
             Office Manager
   Class

             Office Manager
  Position
             Hospital Administration

    Job
Concept
  Employee
             Full Time Professional Staff
    Class

  Position
             Office Manager
   Class


  Position   Office Manager
             Hospital Administration

    Job      Bob Henderson, Office Manager
             Hospital Administration
  Interrelationships




                   Position
Compensation                  Reporting
                    Class




                  Positions
Interrelationships         IPEDS/EEO breakdown
                           Affirmative action



               Position
Compensation                          Reporting
                Class




               Positions
Interrelationships


               Position
Compensation                        Reporting
                Class


                           Employee class
                           Salary tables
                           Title
               Positions
Interrelationships


                     Position
Compensation                     Reporting
                      Class


Salary/Hourly
  - Employee class
  - Salary table
Exempt/Non-exempt
                     Positions
Defaults and overrides
                  Title
                  Salary group/table
                  Grade/Step
 Position Class   Employee class       FLSA period
                                       Shift code
                                       Longevity code
                                       Default hours
                                       Hours per day/pay
                                       Work schedule
                                       Deferred pay
            Position                   Employer code
                                       Pay ID
                                       Time entry method
                                       Encumbrance method
                                       Eligible earnings
Time to go online!

       Building position classes
Building rule forms: NTRPCLS

   PTRECLS:   Employee Class Rule Form
   PTVESKL:   EEO Skill Validation Form
   PTRPGRP:   Position Group Rule Form
   NTRSGRP:   Salary Group Rule Form
   NTRSALA:   Salary/Rate Rule Form
Position class forms

   NBICLSH:   Position Class History Form

   NBIPLST:   Position List by Position Classification Form

   PAACDES:    Position Classification Description Form
Positions
   Definition
   Interrelationships
   Defaults and overrides
       Fixed and variable attributes
Interrelationships




Finance
                 Position   Jobs
Interface
Interrelationships


  Finance
               Position                    Jobs
  Interface

                          Employee class
                          Title
                          Salary group
                          Salary table
                          Grade
                          Step
                          FOAPAL
Interrelationships


  Finance
                       Position   Jobs
  Interface


         Budget
         FOAPAL
         Encumbrance
Time to go online!

              Building positions
Position forms

   NBAPOSN:       Position Definition Form
   Position Description/Job Factor Forms
       PAACDES:   Position Classification
                   Description Form
       PAAPDES:   Position Description Form
       PPAPREQ:   Position Requirements Form
       PEAJFAC:   Job Point Factor Assignment
                   Form
Position forms (cont.)

   NBAPOSN:      Position Definition Form
   NBIPOSH:      Position History Form
   NBIPINC:      Position Incumbent List
                  Form
   NBIPLST:      Position List by Position
                  Classification Form
   NBIPORG:    Position List by
           Organization Form
Position form dependencies



   PTRECLS      High level employee groupings
                IPEDS


   NTRPCLS      Titles or clarifications
                EEO skill level


   NBAPOSN      Positions (filled or vacant)
Sources of employee class

   Default from Position Class
    to Position to Job
                                  Position
   Default overridden on          Class
    Position, new value
    defaults to Job
   Default override on Job       Position



                                    Job

								
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