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POSITION MANAGEMENT OVERVIEW

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Submit CAR Form to Bobbie Jo Peach in HR Department for update of PeopleSoft (PS) ... Verify position and DBE changes with Bobbie Jo and/or Carol Pace ... – PowerPoint PPT presentation

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Title: POSITION MANAGEMENT OVERVIEW


1
POSITION MANAGEMENT OVERVIEW
  • Campus Training
  • July 26, 2012

2
AGENDA
  • Flow of Human Resources Activities
  • Classification/Compensation Unit
  • PS Position Management Process
  • Forms Completion
  • Job Aids
  • HR/FS Contacts

3
HR Business Process Flow
4
Classification/Compensation
  • The review, analysis and monitoring of
  • organization positions, salaries and wage
  • structures.
  • Establish Positions
  • Review/Audit Existing Positions
  • Salary Surveys Compensation Studies
  • Organization Design/Development

5
PS Position Management
  • Electronic update and tracking of
  • position actions
  • Allows auto-update of PS Job Data pages for
    current and future dated position actions
  • View on-line position information and print
    reports

6
Process (Employee Population)
  • Types of Employees
  • Faculty
  • Exempt
  • Non-Exempt
  • Graduate Assistants
  • Students

7
Process (Employee Population)
  • Status of Employment
  • Full-Time
  • Part-Time
  • Regular (salaried with benefits)
  • Temporary (hourly/salaried, no benefits)
  • Contingent II
  • Contingent I (Temporary/If When Needed)
  • PT/Seasonal Faculty

8
Process (Position Components)
  • Job Code/Job Title
  • Non-Exempt
  • Example 09APU ACAD PROG SPEC
  • First 2 digits of the code indicate salary range
  • Exempt/Faculty
  • Example 84106A Accompanist
  • Code starting with 8 is for Faculty positions
  • Example 95310H Academic Advisor
  • 93142A Asst Provost Professor
  • Code starting with 9 is for 12 month exempt or 12
    month faculty positions

9
Process (Position Components)
  • Standard Hours/FTE
  • Full-Time 40 hrs/100
  • Part-Time lt40 hrs/50 - 99
  • Regular Faculty/Staff must be at least 20 hrs/50
    or more
  • Graduate Assistants always 33 or 17
  • Benefits pro-rated based upon FTE
  • Temporary Faculty, Contingent I and Students no
    FTE

10
EMPL CLASS STATUS FT/PT STANDARD HOURS
Non-Exempt, Regular Regular Full-Time 40
Non-Exempt, Regular Regular Part-Time 20-39
Exempt, Regular Regular Full-Time 40
Exempt, Regular Regular Part-Time 20-39
Faculty, Regular Regular Full-Time 40
Faculty, Regular Regular Part-Time 20 39
Graduate Assistant Regular Part-Time 20 or 10
Contingent II Temporary Full-Time 40
Contingent II Temporary Part-Time 20-39
Contingent I Temporary (If When Needed) Part-Time 1.00
Contingent I Temporary (Salaried) PT/FT 20-40
Faculty Contractual Temporary Part-Time 1.00
Student Temporary Part-Time 1.00
11
Process (Position Components)
  • Funding Source Combination Code
  • Set up through Financial Services (FS)
  • Link between HR and FS
  • Source for Budget tracking

12
Process (Positions vs Employees)
Position 1 50
Position 2 50
Employees are hired into Positions Employees can
be assigned to more than one Position A single
position can not be assigned to more than one
Employee
13
Process (PM Activities)
  • Establishing new positions
  • Modify Existing Vacant Positions
  • Modify Occupied Positions

14
Process (PM Triggers)
  • Hiring for a Position
  • Before advertising
  • Before job posting
  • Before interviewing
  • Transferring or Promoting an Employee into a
    Position
  • Before payroll action

15
Process (Establish a Position)
  • Request when no other positions are available
  • Existing vacancies already earmarked for use
  • Availability of funding for new position
  • UMBC Position Request Form

16
Process
  • Classification Unit Review (Faculty vs Staff)
  • All position requests submitted to HR Class/Comp
    Unit for update of PS Position Management (PM)
  • Once update is complete, request is forwarded to
    FS for update of Department Budget (DBE) pages
  • Position Request Form is returned to department
    with position number and confirmation of DBE setup

17
Process (Modify Existing Position)
  • Standards for Using Vacant Positions
  • Can be modified to use for any position for which
    you are hiring
  • Consider vacant positions if not planning to use
    not or in the near future
  • Budget considerations and signature authority

18
Process (Modify Vacant Position)
  • Faculty or Graduate Assistant
  • No analysis required by HR Class/Comp Unit
  • Exempt/Nonexempt
  • Must be approved by HR Class/Comp Unit
  • Funding/Budget considerations and signature
    authority
  • Classification Action Request (CAR) Form

19
Process (Modify Occupied Position)
  • Exempt/Nonexempt Position
  • Change in assigned duties/responsibilities
  • Review by HR Class/Comp Staff
  • Budget considerations and signature authority
  • Classification Action Request (CAR) Form

20
Process (Modify Occupied Position)
  • Faculty or Graduate Assistant Position
  • HR only verifies accuracy of position attributes
  • Change PAR Form to HR
  • Budget considerations and signature authority

21
Process
  • Upon update of PM, CAR Form or Change PAR Form
    delivered to FS for update of DBE pages
  • Department Notification
  • CAR Form (Vacant Faculty/Graduate Assistant) from
    Financial Services, or
  • HR Approval Letter (Exempt/Nonexempt positions)

22
OTHER DOCUMENTATION
  • Change PAR Form
  • to update position data for occupied faculty,
    graduate assistant and student positions
  • to ensure update of payroll and job data for all
    other position actions
  • Additional approvals

23
Process (Updating DBE)
  • When all other components of position are correct
    (job title, status, FTE)
  • Only DBE Form is required
  • Submitted directly to Financial Services
  • Financial Services Payroll Accounting Home Page

24
Deadlines/Turnaround Time
  • New positions
  • Existing vacancies
  • Occupied positions

25
Job Aids
  • Position Management Manual
  • Job Code Listing
  • HR Navigation Reference Sheet
  • Position Management/HR Activity Worksheet
  • HR Classification/Compensation Home Page

26
Other Available Reports
  • UMBC Active/Vacant Positions Report
  • Time Detail Report
  • Detail Leave Report
  • Gross Pay Report
  • Statement of Payroll Charges

27
HR/FS Contacts
  • Rochelle Sanders, Director of Classification/
    Compensation (HR, X53842)
  • Bobbie Jo Troyer, HR Specialist (HR 52479)
  • Pat Jarkowski, Specialist, Classification/Compensa
    tion (HR x53258)
  • Carol Pace, Financial Services (FS x52676)
  • HR Classification/Compensation Home Page

28
Closing
  • Questions
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