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SCT Banner

• Human Resources
• Employee Class and Position Management
  Introduction

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Description and objectives

• Overview of function and information flow
• Employee class overview
• Hands-on exercises
• Position management overview
• Hands-on exercises
• Summary and review

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Function flow
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Information flow
Employee Information
Job
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Employee class

• Definition
• Interrelationships
• Defaults and overrides
• Fixed and variable attributes

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Employee class definition

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

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Interrelationships
Payroll Entry
Earnings Eligibility
Reporting
Employee Class
Position/ Job Set Up
Finance Interface
Budget
Benefit Eligibility
Leave Accrual
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Interrelationships
Payroll Entry
Employee Class
Pay ID Time entry begin day Times sheet
method Time entry method Time breakdown Time
sheet method FLSA method Longevity Default
hours Work period Advance leave request Holiday
scheduled Retroactive pay Supplemental pay
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Interrelationships
Reporting Security
Employee Class
IPEDS breakdown FT/PT Indicator Salary
Indicator Employee group Security setup
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Interrelationships
Payroll Entry
Earnings Eligibility
Reporting
Employee Class
Position/ Job Set Up
Finance Interface
Fringe percentage (chargeback method) Labor
account overrides Benefits and earnings Encumbranc
e method Override labor distribution
Budget
Benefit Eligibility
Leave Accrual
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Interrelationships
Payroll Entry
Earnings Eligibility
Reporting
Employee Class
Position/ Job Set Up
Finance Interface
Budget
Benefit Eligibility
Who can get what Defaults and overrides
Leave Accrual
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Interrelationships
Payroll Entry
Who can accrue and how Defaults and overrides
Earnings Eligibility
Reporting
Employee Class
Position/ Job Set Up
Finance Interface
Budget
Benefit Eligibility
Leave Accrual
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Interrelationships
Payroll Entry

• Budget roll rules for
• Labor
• Fringes - chargeback or actual

Earnings Eligibility
Reporting
Employee Class
Position/ Job Set Up
Finance Interface
Budget
Benefit Eligibility
Leave Accrual
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Interrelationships
Payroll Entry
Earnings Eligibility
Reporting
Employee class Salaried or hourly Shift
eligibility Premium pay eligibility Default
hours Employer code Deferred pay Time in and out
Employee Class
Position/ Job Set Up
Finance Interface
Budget
Benefit Eligibility
Leave Accrual
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Interrelationships
Payroll Entry
Earnings Eligibility
Reporting
Employee Class
Position/ Job Set Up
Finance Interface
Who can get what
Budget
Benefit Eligibility
Leave Accrual
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Defaults and Overrides
Leave category Benefit category Employee
group FT/PT status
Employee Class
EEO group must match EEO skill
Position Class
Employee Record
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Time to go online!
Building employee classes
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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

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Building rule formsPTRECLS - 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

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Building rule formsPTRECLS - optional (cont.)

• PTVSTCA Statistics Canada Category Form
• PTVSTGR Statistics Canada Grouping Type
  Validations Form
• PTVASSN STRS Assignment Code Validation Form
  (California only)

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Position class

• Definition
• Concept
• Interrelationships
• Defaults and overrides
• Fixed and variable attributes

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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.

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Concept
Employee Class
Full Time Professional Staff
Position Class
Position
Job
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Concept
Employee Class
Full Time Professional Staff
Position Class
Office Manager
Position
Job
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Concept
Employee Class
Full Time Professional Staff
Position Class
Office Manager
Position
Office Manager Hospital Administration
Job
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Concept
Employee Class
Full Time Professional Staff
Position Class
Office Manager
Position
Office Manager Hospital Administration
Job
Bob Henderson, Office Manager Hospital
Administration
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Interrelationships
Position Class
Reporting
Compensation
Positions
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Interrelationships
IPEDS/EEO breakdown Affirmative action
Position Class
Reporting
Compensation
Positions
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Interrelationships
Position Class
Reporting
Compensation
Employee class Salary tables Title
Positions
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Interrelationships
Position Class
Reporting
Compensation
Salary/Hourly - Employee class -
Salary table Exempt/Non-exempt
Positions
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Defaults and overrides
Position Class
Position
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Time to go online!
Building position classes
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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

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Position class forms

• NBICLSH Position Class History Form
• NBIPLST Position List by Position
  Classification Form
• PAACDES Position Classification Description
  Form

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Positions

• Definition
• Interrelationships
• Defaults and overrides
• Fixed and variable attributes

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Interrelationships
Position
Jobs
Finance Interface
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Interrelationships
Position
Jobs
Finance Interface
Employee class Title Salary group Salary
table Grade Step FOAPAL
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Interrelationships
Position
Jobs
Finance Interface
Budget FOAPAL Encumbrance
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Time to go online!
Building positions
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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

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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

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Position form dependencies
PTRECLS
High level employee groupings IPEDS
NTRPCLS
Titles or clarifications EEO skill level
NBAPOSN
Positions (filled or vacant)
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Sources of employee class

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

Position Class
Position
Job
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Questions?