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Salary Recoveries & Overview of Adjustments November 2013.

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Presentation on theme: "Salary Recoveries & Overview of Adjustments November 2013."— Presentation transcript:

1 Salary Recoveries & Overview of Adjustments November 2013

2 Agenda 2 Online Resources – UPK Overview Setting up a Recovery transaction -examples Review of Workflow Salary and Benefit Adjustments Review Queries in progress Questions

3 Module Overview

4 Salary Recoveries Online Training UPK:  Create ongoing recovery  Create a one time recovery 4

5 Salary Recoveries Module Changes  Redirect of Department Credit  Date/Time Stamp on Recovery page  Initiate One-time Adjustment for Terminated EE  Auto terminate recoveries  Sort order on one time page (most recent first) 5

6 Salary Recoveries Ongoing

7 Salary Recoveries One-Time Adjustment 7

8 Setting up a Salary Recovery transaction

9 Salary Recoveries Set-up Considerations General Guidelines:  HRR Journal: semi-monthly processing per pay calendar  Mid period changes will stop the recovery for the entire semi-monthly period  Mass updates for salary increases or benefit rate changes are processed centrally  When combined with other salary components, Market Supplements and Research Stipends will generally be recorded as Flat or Max.  When a multiple component recovery has a percent-balance of the compensation being recovered, set the base-salary as being the last priority that pays the percent-balance. 9

10 Salary Recoveries Set-up Considerations A. 100% Salary Recovery  Example:100% of salary and market supplement to one project. First priority is the market 11.60% – FLAT Amt Second priority is balance of recovery, from base salary – PERCENT This setup will ensure that the recovery is automatically increased when the base-salary increases when merit or across-the-board is given. 10

11 Salary Recoveries Set-up Considerations 11

12 Salary Recoveries Set-up Considerations B. 100% Salary Recovery  Example:100% of salary and market supplement. Maximum $50, to project, balance to AHS. First priority is the market 11.60% – MAX Amt Second priority is the remainder of the $50, recovered from base-salary – MAX Amt Third priority is the balance of recovery, which is the 20%. This setup will ensure that the recovery is automatically increased when the base- salary increases when merit or across-the-board is given. 12

13 Salary Recoveries Set-up Considerations 13

14 Salary Recoveries Set-up Considerations C. <100% Salary Recovery -funding is less than the 100% compensation (i.e. a balance is remaining) and is entirely a Flat or a Max, the setup would require a separate line for each salary component.  Example #1:Maximum $177, to one project (Salary and Market Supplement) First priority is the market 11.60% – MAX Amt Second priority is - MAX Amt 14

15 Salary Recoveries Set-up Considerations 15

16 Salary Recoveries Set-up Considerations C. <100% Salary Recovery  Example #2:Maximum $88, to Project 1 and Maximum $73, to Project 2 First priority is the full market 11.60% – MAX Amt Second priority the remainder of the $88, recovered from base salary – MAX Amt Third priority is the $73, recovered from base salary – MAX Amt 16

17 Salary Recoveries Set-up Considerations 17

18 Salary Recoveries Set-up Considerations D. <100% Salary Recovery -funding is less than the 100% compensation (i.e. a balance is remaining) and the recovery is a percentage of the total salary, the recovery should be setup on multiple recovery ids.  Example #1:50% recovery of Salary and Market Supplement. Formerly, this would have been setup under Recovery ID 02. Salary/MarkSup Now, setup under two recovery ids: Recovery ID Salary for 50% of salary Recovery ID Market Supp for 50% of market supplement 18

19 Salary Recoveries Set-up Considerations 19

20 Salary Recoveries Set-up Considerations 20

21 Salary Recoveries Set-up Considerations E. 100% Salary Recovery -funding is greater than the 100% compensation and is entirely a Flat or a Max, the setup would require a separate line for each salary component  Example :Maximum $200,00.00 funding, and employee makes less than funding. First priority is the salary entered up to the max of employee’s compensation. Check the ‘Under-Max’ box, so that recoveries requiring manual updates at ATB and merit can be identified. 21

22 Salary Recoveries Set-up Considerations 22

23 Workflow Overview

24 Salary Recoveries Work Flow Ongoing Recoveries:  Project type - RSRCH (Fund 60) -Compliance and Eligibility  Project type <> RSRCH (Funds 70, etc.) -no workflow – automatic system approval  Third party billings (Account 12226) -Department owner (CR)

25 Salary Recoveries Work Flow One-Time Recoveries:  Project type - RSRCH (Fund 60) -Compliance and Eligibility  Project type <> RSRCH (Funds 70, etc.) -no workflow – automatic system approval  Third party billings (Account 12226) -Department owner (CR)  Fund 10 (no Project) -Department owner (DR & CR)

26 Salary Adjustments Matrix

27 Salary Adjustments Decision Matrix Step 1:

28 Salary Adjustments Decision Matrix Step 2:

29 Salary Recoveries Decision Matrix Step 3:

30 Queries

31 Salary Recoveries Query Development CURRENT:  UC_FP_QA_ACTUALS_BY_EE  UC_FP_QA_ACTUALS_BY_EE_RET (actuals –HCM retro accounting)  UC_FP_QA_EARNINGS_BY_EE ** (HCM – actuals)  UC_PA_REC_ACTIVE (active recoveries) 31

32 Salary Recoveries Query Development UNDER DEVELOPMENT: (Current, Retro, Future Dated) 1.Full Listing (from module) 2.Duplicate salary components 3.Comparison: recovery to actual earnings 4.Retro or mid-period actions: 1.Terminations 2.Department change 5.Leaves: 1.LTD 2.Maternity, etc. 32

33 Salary Recoveries Query Development CURRENT, RETRO, FUTURE DATED: 1.Market Supplements and Research stipends 1.Terminations 2.Changes in $ 2.Job changes: 1.EE: UCALG to UCALT (change of appointment) 2.Compensation 3.% change in duties (ie) reduced duties 4.Auto-terminations – listing of 33

34 Resources Questions


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