Application for Increasing Salary by rqz19411

VIEWS: 152 PAGES: 16

More Info
									                                                            Human Resources

                                        UMKC Salary Increase Application
                                                (UMKC SIA)
                                                   Manual




UMKC Salary Increase Application ............................................................................................... 2 
  How do I find UMKC’s Salary Increase Application? ............................................................... 2 
  How do I use UMKC’s Salary Increase Application? ............................................................... 2 
Important Reminders ...................................................................................................................... 3 
  Entering information ................................................................................................................... 4 
  How do I enter increases for more than one reason? .................................................................. 6 
Fund Changes.................................................................................................................................. 7 
Justification ..................................................................................................................................... 9 
PAFs .............................................................................................................................................. 12 
Appendices.................................................................................................................................... 13 
  Column Order Glossary ............................................................................................................ 13 
  Valid Action Reason Code Combinations ................................................................................ 15 




                                                                                                                                                    1
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
                     UMKC Salary Increase Application

How do I find UMKC’s Salary Increase Application?

Use the HR Facilitator link on the HR home page and access the HR On-Demand Reports.
Remember to use the full e-mail address to login (examplex@umkc.edu)



          http://www.umkc.edu/adminfinance/hr/REPORTS_CONTINUE.htm


Click on UMKC Salary Submission Application. (You will need to scroll down to the bottom of
the list of reports.)



How do I use UMKC’s Salary Increase Application?
If you used the salary planning application, this will be very familiar.
You should see a drop down list to select HR Dept ID’s to which you have security.




                                                                                          2
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
Important Reminders

          If approved and applicable, you will submit increases funded by the Faculty
Compensation Pool through UMKC SIA. Use the action Code – PAY with the reason “Faculty-
Special”. Justification is required and the link for justification will activate upon use of this code
combination.


   •   There may be times that HR needs to shut down data entry for maintenance. You will be
       notified in advance.

   •   You will see the roster for the selected HR Dept ID in Alphabetical Order. (Remember
       no work study students or employees in temporary titles will display.)

   •   Much information is displayed on this page, you will need to use your scroll bars.

   •   PAY/ANN is not valid for use. You will not find it included as an option in UMKC SIA.
       Increases are related to performance. Use MERIT rather than ANN.

   •   You cannot enter information at this point. You need to activate the row by selecting
       “Edit” in left most column for the employee.

   •   We were unable to “freeze” column headings. You may want to create your own “cheat
       sheet” or use the reference in Appendix A.

   •   You may only enter Fund Changes using the JED hyperlink if you are submitting an
       Increase.

   •   Justification is required for any individual with a total increase of 8% or greater. The
       justification hyperlink only appears where one is required.

   •   To change previously entered information (saved data) on boxes in the main row, or in
       either the JED or Justification links, you need to click the “edit” link at the front of the
       row.

   •   In order to track types of increases, departments need to differentiate between merit
       increases and increase due to range movement, etc. The differentiation will be
       designated in UMKC’s Salary Submission tool using the standard action reason codes
       used on Personnel Action Forms (PAF’s). A list of valid code combinations is in the
       submission manual, Appendix B.



                                                                                                      3
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
Entering information
You must click “Edit” to activate fields for data entry for each employee.




When you click on “Edit”, data entry boxes appear in the following Columns:




        Performance Appraisal: Required for all Benefit Eligible Administrative Employees
(Based upon the performance rating system generally endorsed by the Human Resource Office.)




     You may enter overall performance rating for any position.

Action Reason Fields
Action: Select the appropriate action from the list.
Reason: Select the appropriate reason from the list.
Remember the action and reason code must be a valid combination.
(See Appendix B – Valid Action Reason Code combinations)


          If you receive an error message upon updating a row you will need to re-enter the
action reason code combinations. Double check that End date.


                                                                                              4
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
The following boxes are linked to each other to provide calculations. You only enter information
into one of the four. The calculations are based upon the entry field furthest to the right. For
example, if you first enter a new Comprate, then go back and want to enter a %, you need to
delete the other fields for the % field to drive the rest of the calculations. Do not enter zeros,
simply delete. If you want to remove the increase information and return to zero without
clearing your entire sheet, you will need to enter zeros and click “update”.

PCNT INC: Percent increase.

AMT INC: Amount of Increase, the difference between the former rate of pay and the proposed
rate of pay.

NEW COMPRATE: The new comprate is based upon the compensation frequency for that
individual. H = the proposed hourly rate pay, M = the proposed monthly rate of pay, & C = the
proposed contracted rate for that individual (Contract pay is only used for academics on a 9
month appointment.)

Final Annual Rate: The proposed annualized rate of pay.



            Appointment End Date: Pay attention to this date. If this date is populated and it is
not after the effective date of the increase, you will be unable to save/update the row. You will
need to re-enter the action/reason codes if you attempt to update the record and the date is not
valid. Blank is valid for administrative employees and tenured faculty. All non-regular & non
tenured academic employees are to have a valid end date.




                                                                                                5
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
How do I enter increases for more than one reason?
You must copy or “replicate” a row. You cannot replicate a row that has had no action taken.
(You cannot copy a blank row.)
Step 1: Edit or enter information on the existing row.
Step 2: Click update to ensure your data is stored.
Step 3: Scroll down to the bottom of the Section I of UMKC’s Salary Application.

Step 4: Click on

        Replicate



Step 5: Select the employee from the drop down list
Step 6: Click

        OK

       A status message indicating the success of the “copy” will appear.

Step 7: Click

        Return



Step 8: Enter information on the new row. The row may appear either above or below the
original row, don’t worry, proceed with the data entry on this row as you would on an original
row.




                                                                                                 6
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
       Fund Changes
If multiple lines of funding exist and an increase is given, you must enter the new funding
amounts here for monthly paid or contract employees.

Fund changes may only be entered for those employees where an increase is entered. There is
no automatic distribution of money or percentage.

Step 1: Follow steps above to enter and save the increase. If you do not click the update link, the
JED link will not appear.

Step 2: Click on the JED hyperlink.




                                                                                                  7
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
Current Funding information displays above the data entry box for the selected employee.
Information about the new increase displays inside the yellow data entry box.

Step 3: Enter the earn code
Step 4 a: Enter the Comp Rate for the funding
Step 4b: For BIW employees only, enter new percentage distribution. Only one entry will be
allowed, either Comp Rate or Percentage Distribution, whichever is appropriate.
Step 5: Enter the new Funding Combo code.



                  You will enter both the valid MoCode and the Valid S & W Six digit account
code. If either the MoCode or the six digit code is not valid, you will receive an error message.

       Step 6: Click the Save button. The saved row now appears above the yellow data entry
box.

       Step 7: Continue with subsequent rows of funding. Clicking the save button, saves and
adds the row above the data entry box.



                  You must enter all rows of funding, you cannot add to the row(s) that
displayed at the top upon entering this page.

                                                                                                8
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
       Step 8: Check that the sum of all your rows adds to the total new comp rate or to 100%
for BIW percentage distributions.




       If you need to review the JED information after having returning to the entry sheet, you
need to select the “edit” link in the far left column. Remember, once data is entered and updated,
you can only change by clicking “edit”




      Justification
       •   Justification link only appears when required.
       •   Justification required for cumulative increases greater than 8%.
       •   If approved and applicable, justification is required for Faculty Compensation Pool
           funding.

Step 1: Click on the Justification link.




                                                                                                 9
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
This is what appears.

Step 2: Enter or paste justification reason that support the increase requested.




Step 3: Click the “Save” Button. Used for the first entry. To change a saved entry, click the
“grey” update button to store the new text.
Step 4: Click “Return” to go return to the data entry sheet.

Once a justification has been saved, you must use the edit link on the main row to make any
changes to a saved justification.

If you return to make changes to a justification, you can only save by clicking the grey “update”
button.
                                                                                                10
                                                                                     5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
                                                                                    11
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
PAFs
   •   Leave of Absence actions: returning or placing on requires a PAF. Do not process any
       action through UMKC’s salary increase application for someone returning from or being
       placed on a leave. You may submit one PAF for multiple reasons during this time only.

   •   Complete ONE PAF and use all sets of codes. Align the changes vertically beneath the
       appropriate codes. Make certain that the final rate of pay is printed last (furthest right) on
       the PAF. (See sample below, personal details have been cut out of the center.)




   •   Awards of Tenure or career progression for ranked faculty will be submitted via
       UMKC’s Salary Submission tool. This will also allow for designating differences in
       allocations for merit increase in addition to the Award of Tenure or career progression.




                                                                                                  12
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
Appendices
                             Column Order Glossary
                                      Appendix A

1    Edit, Update, Cancel    Activates data entry boxes.
2    Seq                     Reference for programmer.
3    Deptid                  HR Alpha Dept ID.
4    Descr                   Dept Name.
5    Job Title               Title which corresponds to the 4 digit job code.
6    ID                      Employee ID.
7    Rcd#                    Employee Record number. Important for people with
                             concurrent appointments.
8    Last Name
9    First Name
10   Empl Type UM            UM classification as F =Faculty or N = Administrative
                             (S = students however will not be on this list.).
11   Performance Appraisal   Numerical performance appraisal rating.
12   Comp Freq               Compensation Frequency, H = Hourly, M= Monthly or
                             C = Contract, important when working with 9-month
                             faculty.
13   Comp Rate               Rate of pay based upon the Comp Freq.
14   Annual Rate             Annualized rate of pay, FTE is considered in this
                             calculation.
15   Action                  (See Appendix B)
16   Reason                  (See Appendix B)
17   Effective Date          Effective date of increase
18   New Job Code            For Academic titles only (use drop down list).
19   New Job Title           For Academic Titles only, derived from list.
20   PCNT INC                Percent of the final Increase, data entry field
21   AMT INC                 $$ amount of increase, the difference between former
                             rate of pay and the proposed rate of pay.
22   NEW COMPRATE            Proposed Comp rate, based upon Comp Freq.
23   FINAL COMPRATE          Populated based upon entry in the increase fields.
24   Final Annual Rate       Data Entry Field used to propose increase based upon an
                             annualized amount.
25   Annual Cost of          Based upon designation of Reg/Temp. R = 30.38% and
     Benefits                T = 7.65% for FICA
26   Total Annual Cost       Annual Rate plus annual cost of benefits
27   Appointment End Date    Used only for Academic appointments or to control
                             encumbrances. Important for this to be up to date to aid
                             in monitoring academic “contracts”.
28   Annl Cost Actual Inc    Annualized $$ amount of increase only
                                                                                        13
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
29   Pay Range Min           Minimum rate of pay based upon the salary plan &
                             grade
30   Pay Range Max           Maximum rate of pay based upon the salary plan &
                             grade. The increase for any employee at rate of pay
                             greater to or equal to the maximum cannot exceed 3%.
31   Pay Range Mid           Mid Point for the salary plan and grade assigned to the
                             title.
32   Warnings                Messages related to Executive order six, minimums etc.
33   Required Inc to New     $ amount required to bring a person to the new
     Min                     minimum
34   Addl Inc to Range Min   The difference between the required and the actual
                             increase if applicable.
35   Annl Cost Addl Inc to   The annualized cost of the difference between the
     Min                     required and the actual cost. (32)
36   Pay Status              Employee Status, only those in Active status are eligible
                             for increase.
37   Reg/Temp                R= Benefit Eligible, T = non benefit eligible (temporary,
                             do not confuse with a temporary titled employee.)
38   Std Hrs/Wk              Standard hours based upon a 40 hour work week.
39   FTE                     Percentage of hours worked, based upon a 40 hour work
                             week
40   Hire Date               Most current hire date for this employee.
41   Yrs in title            How many years a person has been in a job title, Can be
                             in different departments.
42   Job Code                4 digit job code assigned to the title.
43   Pay Group               Pay cycle, MON or BIW.
44   Salary Admin Plan       The salary plan to which this title is assigned.
45   Salary Grade            The salary grade assigned to the title (Pay range)
46   Step                    Applies to Service/Maintenance only
47   Position in New Range   Indicator of below range minimum or above range
     (Desc)                  maximum.
48   Position in New Range   Depth into salary range.
     (Percent)
49   Comment                 Date entry area for your comments.
50   Tenure Status           Information row indicating. Non Tenure not on track,
                             Tenured, or tenure track. Use comments to indicate any
                             correction to this field.
51   Replicated              This indicates whether the row was added or an original.
                             Only added rows may be deleted.
52   JED                     Enter changes to funding, only displays on rows where
                             increases have been entered.
53   Justification           Text box to allow statement to support increases when
                             required.

                                                                                         14
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
                                       Appendix B

Valid Action Reason Code Combinations


 Action        Reason                                      Description
Data       Reappointment   Used to reappoint an academic employee who has completed the current
Change                     work agreement to another consecutive period of time. (no increase)

Pay Rate   Reappointment   Used to reappoint an academic employee who has completed the current
Change                     work agreement to another consecutive period of time at a lower rate of
                           pay.

                           If you need to reappoint a non-regular/non benefit eligible academic at a
                           lower comp rate, you enter only the comp rate. Do not enter a negative
                           percent.

                           Example: Non Benefit Eligible Lecturer currently at a comp rate of
                           $1500 per month. Fall Semester, the comp rate will be $1000 per month.
                           You will enter $1000 in the New comp rate field. The other columns will
                           calculate, however the comp rate will drive the calculation. You cannot
                           enter a negative % increase. NEVER USED FOR A BENEFIT
                           ELIGIBLE EMPLOYEE IN THIS APPLICATION.
Pay Rate   Reappointment   Used to reappoint an academic employee who has completed the current
Change                     work agreement to another consecutive period of time at a higher comp
                           rate.

Pay Rate   Faculty –       If approved and applicable, this code is used to request funding for an
Change     Special         increase from the Faculty Compensation Pool.
Pay Rate   Non Benefit     Use this Code to process increases to student employees. Work Study
Change     Eligible        students do not show in the application.
Pay Rate   Longevity       Used only for Union Eligible employees. To be used only when the
Change                     increase to the matrix and the longevity increase is effective 8-24-08.
                           Indicate the Step increase using Pay Rate Change – Meet Minimum Pay
                           Requirement on a separate line

Pay Rate   Probationary    Used only for Union Eligible employees. To be used only when the
Change                     increase to the matrix and the probationary increase is effective 8-24-08.
                           Indicate the Step increase using Pay Rate Change – Meet Minimum Pay
                           Requirement.
Pay Rate   Merit           Increase based upon performance. Used in this application, typically used
Change                     in combination with another type of increase.

Pay Rate   Meet            Used when an employee is not at the minimum of the new/adjusted
Change     Minimum Pay     pay matrix.
           Requirement
                                                                                                 15
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc
Promotion   Awarded       Used only for faculty who are being granted tenure effective
            Tenure        September 1, 2008. Corrections to tenure information should be
                          sent using a PAF.

Promotion   Career        Used for academic only who are progressing through a career
            Progression   path.




                                                                                           16
                                                                        5/22/2007
K:\Human Resources\Cathy Dobson\HR Web Documents\08-09 Annual Increase\UMKC
Salary Submission Manual 2008-2009.doc

								
To top