1. 1 HR_PA_310 Personnel Administration Actions - V12 Personnel Administration Actions HR_PA_310

2. 2 HR_PA_310 Personnel Administration Actions - V12 Prerequisites and Roles Prerequisites  UK_100 IRIS Awareness & Navigation  HR_200 Human Resources Overview  HR_PA_300 Personnel Administration Roles  Business Officers  Personnel Administrators

3. 3 HR_PA_310 Personnel Administration Actions - V12 Course Content Unit 1 – Overview Unit 2 – Hiring Unit 3 – Additional Assignment Unit 4 – Change of Assignment Unit 5 - Leave of Absence Unit 6 – Change in Base Pay Unit 7 – Workers Compensation Unit 8 – Separation & Retirement Help Resources Course Summary

4. Review terms associated with Personnel Administration Actions as related to the University of Kentucky Gain an understand of and be able to perform various Personnel Actions in IRIS 4 HR_PA_310 Personnel Administration Actions - V12 Course Learning Objectives

5. 5 HR_PA_310 Personnel Administration Actions - V12 Unit 1 Overview

6. 6 HR_PA_310 Personnel Administration Actions - V12 Security in IRIS-HR HR security roles in Production allow you to view HR data within your area of responsibility only. Access is limited to infotypes needed to fulfill your role.  Example: You may have access to an employee’s HR Master Record within your organizational unit, but not to certain Benefits or Payroll infotypes, such as Health Plans (0167) or Bank Details (0009).  Access also may be limited to Display Only, such as Residence Status (0094).  In the Training Sandbox, you may be able to view more infotypes than you will in Production. You can search for any employee in IRIS if you are hiring, such as for an additional assignment.

7. 7 HR_PA_310 Personnel Administration Actions - V12 Key Terminology TerminologyDefinition Infotype A screen that is used to store data related to IRIS-HR, such as the Organizational Assignment (0001) or Basic Pay (0008). Action A series of infotypes that automatically appear in the correct sequence for data entry, to complete an HR process. Delimit To End (but NOT delete) a record by shortening its validity period. Payroll Authorization Record (PAR) The paperwork describing an action that has been entered in an employee’s Master Record in IRIS. After obtaining the authorization signatures and attaching appropriate documentation, 2 copies of the PAR must be sent to HR Compensation.

8. 8 HR_PA_310 Personnel Administration Actions - V12 Key Terminology TerminologyDefinition Payroll Area Used to group employees with the same payroll cycle and to determine payroll periods. Also defines the frequency with which an employee is paid. (Monthly or Biweekly) Personnel Area Area where employed within the University. (Ex: Main Campus, Hospital) Personnel Subarea Further division of the Personnel Area. (Ex: Regular FT, Regular PT, Temp PT <. 20) Employee Group Type of employee in the organization. (Ex: Staff, Faculty, Student) Employee Subgroup Further division of the Employee Group. (Ex: Exempt Monthly, Non-Exempt 40 hour)

9. 9 HR_PA_310 Personnel Administration Actions - V12 Key Terminology TerminologyDefinition Person ID (PID) The unique eight-digit number assigned to an employee by IRIS during the New Hire action. To be used for identification purposes instead of the Social Security Number (although a search using the SSN is still possible).  This number will NOT change. Personnel Number (PerNr) Each personnel assignment is uniquely identified in IRIS by the PerNr (pronounced PerNer). Generally, the same PerNr is retained when employees change assignments, but another PerNr is established for each additional assignment.  This number MAY change.

10. 10 HR_PA_310 Personnel Administration Actions - V12 Person ID and Personnel Number If an employee’s records were converted to IRIS when the HR module went live (April 1, 2006),  the Person ID will begin with a zero (0), and  the PerNr will be the same as the Person ID.  Example: George Smithfield – Person ID=00012879 and PerNr=00012879 Any employee hired after go-live will have:  a Person ID that begins with a one (1), and  a PerNr that begins with a one (1), but it will not be the same as the Person ID.  Example: Agnes Witherspoon – Person ID=10025645 and PerNr=10011498

11. 11 HR_PA_310 Personnel Administration Actions - V12 Person ID and Personnel Number Person ID (unique; number does not change) Personnel Number (PerNr) (related to assignment; one PerNr per assignment Position Number (starts with a 5)

12. 12 HR_PA_310 Personnel Administration Actions - V12 Personnel Actions Screen – PA40 Action Types Object Manager DO NOT USE! Person ID Start date

13. 13 HR_PA_310 Personnel Administration Actions - V12 PA40 Tips Always start with a clear screen.  If an employee’s information is seen in the top portion of the screen, delete the Person ID and press the Enter key to clear the information before beginning work on another employee’s action. Enter the Start date of the action BEFORE selecting the Action Type.

14. 14 HR_PA_310 Personnel Administration Actions - V12 PA40 Tips Do NOT enter anything in the Person ID field when executing the Main Campus Create Assignment or Hospital Create Assignment action for a:  New Hire  Rehire/Reinstate  Position Change (Promotion, Transfer, etc.)  Additional Assignment Do NOT use the Back icon while working on an action. Using the Back icon will leave the action unfinished. After completing each infotype, always press the Enter key and check the Status Bar for any system messages.

15. 15 HR_PA_310 Personnel Administration Actions - V12 Payroll Schedule The Payroll Schedule will be needed in order to create some personnel actions for an employee. The Payroll Schedule can be found on Payroll’s website: http://www.uky.edu/EVPFA/Controller/payroll.htm

16. 16 HR_PA_310 Personnel Administration Actions - V12 Validity Dates Each infotype has a begin and end date to identify a validity period.  Records are often identified with an end date of 12/31/9999 – often referred to as the “high date”. Some actions produce yellow, warning system messages informing you that records are being delimited (ended). To move through a warning system message, simply press the Enter key.

17. Delimiting Infotypes When processing an Action Type that is ending a current assignment, there are two additional Infotypes which may appear:  Delimit Recurring Payments/Deducts (0014)  Delimit Cost Distribution (0027) The primary Action Types involved are:  Position Change (Main Campus/Hospital Create Assignment)  LOA without Pay  Separation  Retirement (Processed by HR Benefits) If appropriate, to not delimit any items and skip past an Infotype, click on the Next record icon in the Application Toolbar. 17 HR_PA_310 Personnel Administration Actions - V12

18. Delimit Recurring Payments/Deducts (0014) This Infotype will list two different Wage types:  2xxx – Recurring payments made by the employee’s department, which can be delimited here; and  4xxx – Recurring deductions processed from outside the employee’s department (E permit, United Way, UKFCU, etc.).  Delimit the 4xxx wage types only when processing a Separation action! Otherwise, they will continue to run through payroll when they shouldn’t. 18 HR_PA_310 Personnel Administration Actions - V12 1.Click on gray box to select line(s); then 2.Click on Delimit icon.

19. Cost Distribution (0027) This Infotype lists the Cost Object(s) an employee is paid from each pay period. This should come up to delimit during the Separation action, but you will need to delimit manually (via PA30) when you process an End of Additional Assignment action. To delimit the record(s): 1.Click on the gray box to the left of the line(s) to select; and 2.Click on the Delimit icon in the Application Toolbar. 19 HR_PA_310 Personnel Administration Actions - V12

20. 20 HR_PA_310 Personnel Administration Actions - V12 Unit 2 Hiring

21. 21 HR_PA_310 Personnel Administration Actions - V12 Unit 2 Topics New Hire Action Payroll Authorization Record (PAR)  Generating a PAR  Printing a PAR  Saving a PAR Re-executing a New Hire Action Rehire/Reinstate

22. 22 HR_PA_310 Personnel Administration Actions - V12 New Hire Process An employee must have completed and signed the I-9 form ON or BEFORE their first day of work, and it must be received by the Personnel Administrator BEFORE entering the employee into the system using the Main Campus or Hospital Create Assignment action. The system will automatically display the necessary infotypes in the correct sequence for data entry. After completing the hiring action, the Payroll Authorization Record (PAR) must be created, printed (two copies), signed by the authorizing hiring official in the department, attached to any other appropriate documentation, and sent to HR Compensation.

23. 23 HR_PA_310 Personnel Administration Actions - V12 New Hire Documentation The original copy of certain documents listed below should be attached to one of the two PARs and sent to HR Compensation, who will forward the information to Payroll also. Documents include:  Original, signed I-9  Race/ethnicity disclosure form  Signed Consent form from the Online Employment System  W4/K4  Earned Income Credit (W5/K4E) form, if applicable  Local/City Tax form, if employee either lives outside Fayette County or will work outside Fayette County  Direct Deposit form  Signed Drug Free Workplace form  For faculty, any other forms required by the Provost/Dean’s office

24. New Hire Benefits Enrollment New faculty and staff have 30 days from their hire date to elect their University benefits. Human Resources offers the convenience of on-line benefits enrollment through myUK Employee Self-Service. Thus, in order to facilitate the on-line benefits enrollment, new employees should, in all cases, be entered in IRIS as soon as possible – prior to, or no later than their official start date.  Delays, such as opting to input the data just prior to payroll deadlines, could impede benefits enrollment for the new faculty and staff, or prevent enrollment entirely. 24 HR_PA_310 Personnel Administration Actions - V12

25. 1.Enter the transaction code PA40 2.Enter the Start date that the new hire begins in the position 3.Click on the gray select box to the left of the appropriate Create Assignment Action Type 4.Click on the Execute icon in the Application Toolbar 25 HR_PA_310 Personnel Administration Actions - V12 New Hire Action

26. 26 HR_PA_310 Personnel Administration Actions - V12 Employee Recognition 5.Enter the employee’s Last Name and First Name in the Employee Recognition window (Do not use SSN) 6.Click on the green Continue icon or press the Enter key 7.Click on New Employee

27. 27 HR_PA_310 Personnel Administration Actions - V12 Employee Recognition Q. Why begin with a search for an employee? A. Based on the search results, the system will prompt you for the appropriate action.  If you search for the employee and they are not found, the system will guide you through the New Hire process.  If you search for the employee and they are Active, the system will ask if you want to Create New Assignment or Change the employee position.  If you search for the employee and they are found to be separated (Withdrawn) from the University, the system will guide you through the Rehire process.

28. 28 HR_PA_310 Personnel Administration Actions - V12 Actions (0000) The infotypes start to appear in the correct sequence. The first infotype is Actions (0000). Although the cursor appears here by default, DO NOT enter anything in the Pers.No. field. The PerNr will be generated by IRIS as you move through the action. Once you are into the infotypes, DO NOT change the Start/to dates at the top.

29. 29 HR_PA_310 Personnel Administration Actions - V12 Actions (0000) It is VERY important to select the appropriate Reason for Action. The system’s remaining responses are based on this selection.

30. 30 HR_PA_310 Personnel Administration Actions - V12 Actions (0000) Enter the correct Position number  If you use the Possible Entries icon to do a Structure Search, you will see only the position numbers you are authorized to see. Double-click to select.

31. 31 HR_PA_310 Personnel Administration Actions - V12 Actions (0000) Press the Enter key Click on the green Continue icon in the Information window or press the Enter key  This will bring in default attributes pertaining to this position. Check the Status Bar for any system messages. Once it says “Save your entries”, click on the Save icon to complete this infotype and continue.

32. Personal Data (0002) Verify the name information, which should be entered exactly as it is seen on the employee’s Social Security Card! Enter the SSN, Birth date, and Gender The required fields contain the checked checkbox icon. 32 HR_PA_310 Personnel Administration Actions - V12

33. Personal Data (0002) Specify the Marital Status (if known)  If you choose “Married”, the system will display the Family Member/Dependents (0021) infotype. (See next slide for more on this infotype.) Press the Enter key and check the Status Bar for any system messages. Once it says “Save your entries”, click on the Save icon to complete this infotype and continue. 33 HR_PA_310 Personnel Administration Actions - V12

34. Family Member/Dependents (0021) Enter the Spouse information (if known)  The Last name will default to the same as the employee, but may be changed if necessary. Click on the Save icon to complete this infotype and continue Note: If this information is not known, click on the Next Record icon to skip this infotype and move on. 34 HR_PA_310 Personnel Administration Actions - V12

35. List of Students matching employee Data This window will appear upon saving the Personal Data infotype. The system is checking the SLCM module of IRIS to see if there is an existing student with identical personal data. DO NOT CLOSE THIS WINDOW by clicking on the X in the upper-right corner! Doing so will give the employee an invalid Person ID (i.e. ?_11046666).  If this happens, contact HR Compensation to have the action deleted, then process the entire action again. 35 HR_PA_310 Personnel Administration Actions - V12

36. List of Students matching employee Data If any Matching Students are found and your employee is listed, double-click on their Student ID (StudentNo.) and the system will assign that as their Person ID in HR. If any Matching Students are found but your employee is NOT listed,  click on the New Student button ; or  click on the Search Student button if you know there should be a student record listed, change the search criteria, and click on the Find icon. 36 HR_PA_310 Personnel Administration Actions - V12

37. List of Students matching employee Data If no Matching Students are found, you will still get this window.  Click on New Student if you’re confident the employee is not already a student in SLCM; or  Click on Search Student if you know there should be a student record listed, change the search criteria, and click on the Find icon. 37 HR_PA_310 Personnel Administration Actions - V12

38. Organizational Assignment (0001) Press Enter (The system will populate the values in this infotype based on the Position number.) Click on the Save icon to complete this infotype and continue Note: Do not change the Percentage value here. 38 HR_PA_310 Personnel Administration Actions - V12

39. Enter the home address information, County of residence and any other known information The Mail code indicates where the employee’s pay stub will be directed to. The Privacy Flag, if checked, prevents the address from being published in the University directory. The County of Employment is used for College of Agriculture employees. Click on the Save icon to complete this infotype and continue Addresses (0006) – Permanent Residence 39 HR_PA_310 Personnel Administration Actions - V12 Enter the City only.

40. Addresses (0006) – Work Address Enter the employee’s work address information Click on the Save icon to complete this infotype and continue Note: The employee can maintain this address through the myUK Employee Self-Service tab, but this will create a starting record. 40 HR_PA_310 Personnel Administration Actions - V12

41. Planned Working Time (0007) Press Enter to populate the values in this infotype Verify the data (see the next slide for more information) Click on the Save icon to complete this infotype and continue 41 HR_PA_310 Personnel Administration Actions - V12

42. Planned Working Time (0007) The Employee’s Personnel Subarea must be consistent with the Employment percent or an error message will appear. The Employment percent always defaults to 100.00 when the Enter key is pressed. This can be changed though in order to fall within the required employment percentage range stated in the error message. (See next slide for chart.) 42 HR_PA_310 Personnel Administration Actions - V12

43. Employment Percentage Chart This chart shows the allowed Full Time Employment (FTE) percentages for each Personnel Subarea (PSA). FTE = Employment Percentage 43 HR_PA_310 Personnel Administration Actions - V12 PSA CodePSA Text Allowed FTE 0001Reg FT 1.0 0002Reg PT (Faculty).20 -.99 0003Reg PT >.74.75 -.99 0004Reg PT.5 to.74.50 -.74 0005Reg PT.2 to.49.20 -.49 0006Temp FT 1.0 0007Temp PT >.20.20 -.99 0013Temp PT <.20 <.20 0008WEPP Always.60 0009Reg On Call Always.20 0010Prem On Call Always.20 0011Unpaid n/a 0012Non-Service n/a

44. Basic Pay (0008) Enter the Amount (Hourly Pay Rate, Monthly Salary, or Biweekly Salary) Press the Enter key to populate the Annual Salary field Click on the Save icon to complete this infotype and continue 44 HR_PA_310 Personnel Administration Actions - V12

45. Basic Pay (0008) – Override Salary Field This field is used in one of two ways:  If an employee is in an “acting” position and the department is not paying benefits on the additional acting money, they can enter an Override Salary amount to bring it back down to the “pre-acting” pay; or  If an employee is in a flex leave position and does not work during the summer months, the Override Salary may be used to reduce the annual salary that is reflected. The impact is on basic and optional life insurance coverage. 45 HR_PA_310 Personnel Administration Actions - V12

46. Date Specifications (0041) Verify that the information on this infotype is correct and click on the Save icon to continue If the information is incorrect, contact HR Compensation. Do not change it yourself please! 46 HR_PA_310 Personnel Administration Actions - V12

47. Additional Personal Data (0077) Select the employee’s Ethnicity Click in the checkbox next to the appropriate Race Category (Multiple race categories may be selected as appropriate!) Complete the Veteran Status section, if known Click on the Save icon to complete this infotype and continue 47 HR_PA_310 Personnel Administration Actions - V12

48. Additional Personal Data (0077) If the Veteran Status section is not completed, the following message will appear. Click on the green checkmark to accept and continue. Note: This infotype is required and must be completed. If the record is missing or incomplete, the employee’s record will not be unlocked for payroll processing until it has been completed! 48 HR_PA_310 Personnel Administration Actions - V12

49. Contract Elements (0016) – Faculty Only This infotype will appear for faculty only. Select the appropriate Contract Type Click on the Save icon to complete this infotype and continue 49 HR_PA_310 Personnel Administration Actions - V12

50. Hospital Salary (9002) – Hospital Hire Only This infotype will appear for Hospital hires only. Enter the Employee experience in the As of date field and select the appropriate Education degree for nurses only Click on the Save icon to complete this infotype and continue 50 HR_PA_310 Personnel Administration Actions - V12

51. Person: Change Profile - Hospital Hire Only This screen will appear for Hospital hires only. Click on the Back icon 51 HR_PA_310 Personnel Administration Actions - V12

52. New Hire Action Completed Upon completing and saving the last infotype in the new hire action, the system will return to the Personnel Actions screen with some of the employee’s information displayed at the top. Write down the employee’s Personnel Number and the Start date! You will need this information for generating their PAR, which is the next step in the process. 52 HR_PA_310 Personnel Administration Actions - V12

53. 53 HR_PA_310 Personnel Administration Actions - V12 Generating a PAR 1.Enter the transaction code ZHR_PAR 2.Enter the Key Date (MUST be the same as the Start date entered in PA40) 3.Enter the employee’s Personnel Number (PerNr) 4.Enter your contact information and any other Comments as needed (This does print on the PAR!) 5.Click the Execute icon

54. Printing a PAR To print the PAR from this window, follow steps 6-8 To preview the PAR before printing, click on the Print preview button 54 HR_PA_310 Personnel Administration Actions - V12 6. Make sure Print Immediately is checked. 8. Click the Print button. 7. Change Number of Copies to 2.

55. Printing a PAR from Print Preview After previewing the PAR for accuracy, click on the Print icon to print You will receive a similar message in the Status Bar: 55 HR_PA_310 Personnel Administration Actions - V12 This PAR is an example only, not a real employee.

56. Saving a PAR (Optional) Although you can always view/print a PAR at any time using the ZHR_PAR transaction, you can save it to your computer if desired as follows: 1.Use the ZHR_PAR transaction and do a Print preview 2.Select Goto  List Display from the Menu Bar (The PAR will change to a different format.) 56 HR_PA_310 Personnel Administration Actions - V12 Do not print and send this format of the PAR to HR Compensation!

57. Saving a PAR (Optional) 3.Select System  List  Save  Local File from the Menu Bar 4.Select the unconverted format (system default), then click on the green, Continue icon (The HTML Format would save it as an Adobe/PDF file.) 57 HR_PA_310 Personnel Administration Actions - V12

58. Saving a PAR (Optional) 5.To change the Directory location, click on the Possible Entries icon to the right of this field 6.Select the desired location in the Save in field 7.Enter a File name 8.Click on the Save button 58 HR_PA_310 Personnel Administration Actions - V12

59. Saving a PAR (Optional) 9.Click on the Generate button The system will display a similar message in the Status Bar, confirming the saving of the PAR. 59 HR_PA_310 Personnel Administration Actions - V12

60. 60 HR_PA_310 Personnel Administration Actions - V12 Exercise 2.1, 2.2 Go to the Exercise Guide

61. 61 HR_PA_310 Personnel Administration Actions - V12 Re-executing a New Hire Action If you are interrupted in the middle of processing a new hire action or you accidentally click on the Back icon and get kicked out of an action (and thus returned to the initial Personal Actions screen), YOU can recover IF the Actions (0000), Personal Data (0002), and Organizational Assignment (0001) infotypes were completed and saved. If only part of these three infotypes were completed and saved, contact HR Compensation for directions on how to proceed.

62. 62 HR_PA_310 Personnel Administration Actions - V12 If you completed and saved the first three infotypes: 1.In PA40, enter the employee’s Person ID and press Enter (use the Possible Entries icon to search, if unknown) 2.Enter the same Start date used previously 3.Select the same Action Type used previously 4.Click on the Execute icon Re-executing a New Hire Action

63. The Copy Actions (0000) infotype will appear. 5.Click on the Execute Info Group button in the Application Toolbar If this Information window appears, click on the Continue icon. 63 HR_PA_310 Personnel Administration Actions - V12

64. Re-executing a New Hire Action 6.Click on the Continue button on the Execute info group pop-up window The Change Personal Data (0002) infotype will appear. 7.Click on the Next Record icon until you reach the infotype where you left off  If you make any changes on an infotype that was previously completed, be sure to click on the Save icon (instead of the Next Record icon)! 8.Complete the remaining infotypes as instructed originally until you finish the action 64 HR_PA_310 Personnel Administration Actions - V12

65. 65 HR_PA_310 Personnel Administration Actions - V12 Exercise 2.3 Go to the Exercise Guide

66. 66 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate Rehire/Reinstate is used when a former UK employee returns to a position at the University.  Rehire is used if they’ve been gone more than one year.  Reinstate is used when it’s been less than a year.  Contact HR Compensation if you need assistance determining whether an employee is a rehire or a reinstate. Non-US citizens need to complete a new I-9 when they return to work at the University, regardless of the length of time away from the University. US citizens who have been away from the University for more than one year also need to complete a new I-9.

67. 67 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate and PerNrs When a former employee returns to UK as a rehire or reinstate, the employee retains their previous Personnel Number (PerNr), even if the employee’s Position Number has changed.  For Example, in the Personnel Assignment field:  Todd’s information in his previous position was: 00001298 50106987 00001298 (Active)  When he was separated, the information became: 00001298 99999999 00001298 (Withdrawn)  When he was rehired/reinstated, the information became: 00001298 50112548 00001298 (Active)  The PerNr is still 00001298.  The only difference is the Position Number change.

68. 68 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate – PA40 1.Delete any number in the Person ID field, then press Enter 2.Enter the first day of work as the Start date 3.Select the Main Campus Create Assignment or Hospital Create Assignment Action Type 4.Click on the Execute icon

69. 69 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate – PA40 5.The Employee Recognition box will appear.  Enter the employee’s Last Name and First Name  Please do not use the SSN field  Click on the Continue icon or press Enter

70. 70 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate – PA40 6.The Employees with Identical Data box will appear.  Double-click on the employee name

71. 71 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate – PA40 7.The New Work Relationship box will appear.  Select Rehiring of Employee  Click on the Continue icon or press Enter 8.The infotypes will appear in the correct sequence.

72. 72 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate Infotypes Actions (0000)  Select the correct Reason for Action  Enter the Position number  Press Enter through all messages until prompted to Save your entries  Click on Save Be sure to change the Position number!

73. 73 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate Infotypes InfotypeWhat You Do Personal Data (0002) Verify the data If it is correct, click on Next Record If you make changes, click on Save Organizational Assignment (0001) Press Enter to populate the fields Press Enter to accept the Delimit message Click on Save Addresses (0006) Verify the data If it is correct, click on Next Record If you make changes, click on Save Planned Working Time (0007) Press Enter to populate the fields Change Employment percent, if needed Click on Save

74. 74 HR_PA_310 Personnel Administration Actions - V12 Rehire/Reinstate Infotypes InfotypeWhat You Do Basic Pay (0008) Enter the Hourly Rate, Monthly Salary, or Biweekly Salary Press Enter to populate the fields Click on Save Date Specifications (0041) Verify the data Click on Save Additional Personal Data (0077) Select Ethnicity and appropriate Race(s) Indicate Veteran Status, if known Click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

75. Unit 2 Summary Any questions related to: New Hire Action Payroll Authorization Record (PAR) Re-executing a New Hire Action Rehire/Reinstate 75 HR_PA_310 Personnel Administration Actions - V12

76. 76 HR_PA_310 Personnel Administration Actions - V12 Unit 3 Additional Assignments

77. 77 HR_PA_310 Personnel Administration Actions - V12 Unit 3 Topics Concurrent Employment  Overload Assignments  Additional Assignments End of Additional Assignment Reactivate Additional Assignment

78. 78 HR_PA_310 Personnel Administration Actions - V12 Concurrent Employment Concurrent employment is:  when an employee has more than one personnel assignment;  used to assign a UK employee to an additional assignment (non-exempt employee) or an overload assignment (exempt employee).

79. 79 HR_PA_310 Personnel Administration Actions - V12 Concurrent Employment To view detailed assignment information for an employee, such as the Organizational Unit for each assignment, click on the Assignment Overview icon to the right of the Pers.Assgn field. The Personnel assignment overview window will appear.

80. Concurrent Employment When processing additional/overload assignments in IRIS, employees MUST be set up in the SAME Payroll Area for ALL assignments:  B1 – Biweekly or M1 – Monthly The Main Assignment will drive the Payroll Area. Departments may need to communicate to determine which department will be the Main Assignment or contact HR Compensation. The Main Assignment Indicator drives many rules including:  OT (Overtime) cost distribution  Benefit eligibility  Vacation accruals 80 HR_PA_310 Personnel Administration Actions - V12

81. Concurrent Employment Validity Dates Creating and ending an additional/overload assignment is a two-action process:  The assignment is created with the Main Campus (or Hospital) Create Assignment Action Type; then  The assignment is ended using the End of Additional Assignment Action Type. Do not change the end date when initially creating the assignment! Process the End of Additional Assignment Action Type closer to the date in which the assignment will be ending. 81 HR_PA_310 Personnel Administration Actions - V12

82. 82 HR_PA_310 Personnel Administration Actions - V12 Overload Assignment Overload assignments need to be approved as follows, BEFORE data is entered into IRIS:  Staff must complete the Staff Overload Form and send it to HR Compensation for approval, and then enter the action. (http://www.uky.edu/eForms/alphaindex.php?startswith=S)  Faculty must complete the Faculty Overload Form and get it approved; HR Compensation does not approve Faculty Overloads. (http://www.uky.edu/eForms/alphaindex.php?startswith=F) Make sure the validity dates cover entire months.  Example: Sally will be working an overload April 4 through May 20. The Start date of the overload assignment should be April 1. When the End of Additional Assignment action is entered, that Start date will be June 1.

83. 83 HR_PA_310 Personnel Administration Actions - V12 Additional Assignment Tip If you are creating an additional assignment that does not start at the beginning of a pay period, there will be issues with the time evaluation process on the employee. All or part of the hours on one assignment will not be picked up during the payroll process. Contact the IRIS HR Team to ensure that the time evaluation process is adjusted to capture all the hours.  Michelle Bliffen – 257-5962

84. 84 HR_PA_310 Personnel Administration Actions - V12 1.Delete any number in the Person ID field, then press Enter 2.Enter the Start date If the employee is non-exempt and not being paid a salaried amount on Basic Pay (0008), enter the first day the employee will be attached to the new position. If the employee is exempt and being paid a salaried amount on Basic Pay (0008), enter the first day of the month. 3.Select Main Campus Create Assignment or Hospital Create Assignment Action Type 4.Click Execute icon Additional Assignment – PA40

85. 85 HR_PA_310 Personnel Administration Actions - V12 5.Employee Recognition box:  Enter the employee’s Last Name and First Name  Click on the Continue icon or press Enter Additional Assignment – PA40

86. 86 HR_PA_310 Personnel Administration Actions - V12 6.Employees with Identical Data box:  Double-click on the employee’s Name Additional Assignment – PA40

87. 87 HR_PA_310 Personnel Administration Actions - V12 7.New Work Relationship box:  Select New Personnel Assignment for Employee  Click on the Continue icon or press Enter 8.The infotypes will appear in the correct sequence. Additional Assignment – PA40

88. 88 HR_PA_310 Personnel Administration Actions - V12 Additional Assignment Infotypes InfotypeWhat You Do Actions (0000) Enter the Reason for Action Enter the Position number Press Enter to validate your entries Click on Save Organizational Assignment (0001) Press Enter Make sure all assignments are in the SAME Payroll Area If not, change the Payroll Area from the default value for the position to match the Payroll Area on the Main position Click on Save

89. 89 HR_PA_310 Personnel Administration Actions - V12 Additional Assignment Infotypes InfotypeWhat You Do Addresses (0006) Permanent & Work Verify the data If it is correct, click on Next Record If you make changes, click on Save Planned Working Time (0007) Press Enter Verify or change Employment Percent Click on Save

90. 90 HR_PA_310 Personnel Administration Actions - V12 Additional Assignment Infotypes T-CodeWhat You Do Basic Pay (0008) Enter the Hourly Rate, Monthly Salary, or Biweekly Salary For temporary salaried employees, make sure Wage Type 1210 is being used. If not, change! Press Enter Click on Save Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

91. 91 HR_PA_310 Personnel Administration Actions - V12 In many cases, an additional assignment will not be the employee’s Main (prime) assignment. If necessary, communicate with any other department in which the employee will remain working to determine which assignment is Main. Reminder: if the assignment is an overload for an exempt employee, make sure the validity dates cover whole months. Check to make sure the employee is not leaving all employment at the University. End of Additional Assignment – PA40

92. 92 HR_PA_310 Personnel Administration Actions - V12 End of Additional Assignment – PA40 1.Enter the Person ID, or use the Possible Entries icon to find the employee in the system 2.Press Enter to populate the employee information

93. 93 HR_PA_310 Personnel Administration Actions - V12 End of Additional Assignment – PA40 It is important to know the correct Personnel Number for the assignment that is being ended. To determine the correct Personnel Number, use the Assignment Overview icon located to the right of the Personnel Assignment field. Close the overview window once the correct Personnel Number has been determined. Personnel Numbers

94. 94 HR_PA_310 Personnel Administration Actions - V12 End of Additional Assignment – PA40 3.Click on the drop-down icon located to the right of the Personnel Assignment field 4.Click on the correct Personnel Assignment data for the assignment that is ending 5.Press Enter to “load” all the data associated with that assignment

95. 95 HR_PA_310 Personnel Administration Actions - V12 End of Additional Assignment – PA40 6.Enter the Start date  If the employee is non-exempt and not paid a salaried amount on Basic Pay (0008), enter the day AFTER the last day worked.  If the employee is exempt and paid a salaried amount on Basic Pay (0008), enter the day AFTER the last day of the last month in which the employee worked. 7.Select the End of Additional Assignment Action Type 8.Click Execute 9.The infotypes appear in the correct sequence.

96. 96 HR_PA_310 Personnel Administration Actions - V12 End of Additional Assignment Infotypes InfotypeWhat You Do Actions (0000) Enter the Reason for Action Press Enter through system message(s) Click on Save Organizational Assignment (0001) Press Enter Verify that the Position number has defaulted to 99999999 Click on Save

97. 97 HR_PA_310 Personnel Administration Actions - V12 End of Additional Assignment Infotypes T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

98. 98 HR_PA_310 Personnel Administration Actions - V12 Reactivate Additional Assignment – PA40 This action is used to reactivate an additional assignment that has been previously ended (“Withdrawn” status). If the employee only has one, currently Active Personnel Assignment, follow the normal procedure for creating an additional assignment. If the employee has one or more Personnel Assignments and all of the assignments have been ended (Withdrawn), use the Main Campus (or Hospital) Create Assignment – Rehire/Reinstate Action Type.

99. 99 HR_PA_310 Personnel Administration Actions - V12 Reactivate Additional Assignment – PA40 Example of when to use this action: A faculty member has a normal 9-month assignment (PerNr #1). They also have a summer session assignment (PerNr #2). After the summer session, PerNr #2 is delimited using the End of Additional Assignment action. The next summer arrives, and the faculty member will be teaching the summer session again. Use the Reactivate Additional Assignment Action Type to reactivate the additional assignment (PerNr #2).

100. 100 HR_PA_310 Personnel Administration Actions - V12 Reactivate Additional Assignment – PA40 1.Enter the employee’s Person ID 2.Press Enter to populate the fields 3.Select the correct assignment in the Pers. Assign field 4.Enter the Start date of the assignment 5.Select the Reactivate Add Assignment Action Type 6.Click on the Execute icon 7.The infotypes appear in the correct sequence.

101. 101 HR_PA_310 Personnel Administration Actions - V12 Reactivate Additional Assignment Infotypes InfotypeWhat You Do Actions (0000) Enter the Reason for Action Enter the Position number Press Enter through the system messages Click on Save Organizational Assignment (0001) Press Enter Make sure all assignments are in the SAME Payroll Area If not, change the Payroll Area from the default value for the position to match the Payroll Area on the Main position Click on Save

102. 102 HR_PA_310 Personnel Administration Actions - V12 Reactivate Additional Assignment Infotypes InfotypeWhat You Do Planned Working Time (0007) Press Enter Verify or change Employment Percent Click on Save Basic Pay (0008) Enter the Hourly Rate, Monthly Salary, or Biweekly Salary Press Enter Click on Save

103. 103 HR_PA_310 Personnel Administration Actions - V12 Reactivate Additional Assignment Infotypes InfotypeWhat You Do Date Specifications (0041) Verify the data Click on Next Record T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

104. 104 HR_PA_310 Personnel Administration Actions - V12 Exercises 3.1, 3.2 Go to the Exercise Guide

105. Unit 3 Summary Any questions related to: Concurrent Employment  Overload Assignments  Additional Assignments End of Additional Assignment Reactivate Additional Assignment 105 HR_PA_310 Personnel Administration Actions - V12

106. 106 HR_PA_310 Personnel Administration Actions - V12 Unit 4 Change of Assignment

107. 107 HR_PA_310 Personnel Administration Actions - V12 Unit 4 Topics Position Change Position Update Change in Status FTE Change Long Term Disability I & II

108. 108 HR_PA_310 Personnel Administration Actions - V12 This action is used when an employee in any position (Main Campus or Hospital) is moving to a Main Campus position (for example, promotions, demotions, transfers). This is a one-step process completed by the receiving (new) department. Communication between the employee’s previous and new department is very important during this process. HR Benefits office will be responsible for changing the “Main” indicator, if necessary. Position Change

109. 109 HR_PA_310 Personnel Administration Actions - V12 Position Change - Start Dates Changes of positions may be made at any time except if the employee is changing Payroll Areas, such as Biweekly to Monthly or Monthly to Biweekly. As for the Start date,  If the employee’s current (sending) position is Biweekly, use the first day of the next Biweekly pay period.  If the employee’s current (sending) position is Monthly, use the first day of the next Monthly pay period.

110. 110 HR_PA_310 Personnel Administration Actions - V12 1.Delete any number in the Person ID field, then press Enter 2.Enter the Start date  If the employee is NOT changing Payroll Areas, the start date is the first day the employee is in the new position.  If the employee IS changing Payroll Areas, the start date is the first day of the payroll period the employee is leaving. 3.Select Main Campus Create Assignment or Hospital Create Assignment 4.Click Execute Position Change

111. 111 HR_PA_310 Personnel Administration Actions - V12 5.Employee Recognition window  Enter the employee’s Last Name and First Name  Click on the Continue icon or press Enter Position Change

112. 112 HR_PA_310 Personnel Administration Actions - V12 6.Employees with Identical Data window  Double-click on the employee’s name Position Change

113. 113 HR_PA_310 Personnel Administration Actions - V12 7.New Work Relationship window  Select Change of Organizational Assignment  Click on the Continue icon or press Enter 8.The infotypes will appear in the correct sequence. Position Change

114. 114 HR_PA_310 Personnel Administration Actions - V12 Position Change Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Enter the Position number Press Enter Click on Save Organizational Assignment (0001) Press Enter and verify the data Press Enter through any system messages Click on Save Addresses (0006) Enter the Work Address Click on Save

115. 115 HR_PA_310 Personnel Administration Actions - V12 Position Change Infotypes InfotypeWhat You Do Planned Working Time (0007) Press Enter and verify the data Press Enter through any system messages Click on Save Basic Pay (0008) Enter the Hourly Rate, Monthly Salary, or Biweekly Salary Press Enter to populate the Annual Salary Press Enter through any system messages Click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

116. 116 HR_PA_310 Personnel Administration Actions - V12 Position Change – Special Situation Transfer of an employee in the Biweekly Payroll Area to a position in the Monthly Payroll Area AFTER the Monthly Payroll has completed will produce an Error Message. For assistance with this process, please contact HR Compensation.

117. 117 HR_PA_310 Personnel Administration Actions - V12 Exercise 4.1 Go to the Exercise Guide

118. 118 HR_PA_310 Personnel Administration Actions - V12 Position Update – PA40 The Position Update Action Type is used when an employee is staying in the same position, but something about the position itself is changing. A few of the Reasons for Action:  Reclassification/Re-evaluation  Title Change  Change in weekly hours  Change in Title Series or Rank  Summer Hours All approvals must be obtained and the necessary changes made in PP01 prior to processing this action. Benefits will be responsible for changing the “Main” indicator, if necessary.

119. 119 HR_PA_310 Personnel Administration Actions - V12 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee’s information 3.Enter the Start Date (the first day the employee will be attached to the new position) 4.Select Position Update or Hospital Position Update 5.Click Execute 6.The Infotypes will appear in the correct sequence. Position Update – PA40

120. 120 HR_PA_310 Personnel Administration Actions - V12 Position Update Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Highlight the Position number Press Delete Press Enter Re-enter the Position number Press Enter through the system messages Click on Save

121. 121 HR_PA_310 Personnel Administration Actions - V12 Position Update Infotypes InfotypeWhat You Do Organizational Assignment (0001) Press Enter and verify the data Press Enter through the system messages Click on Save Addresses (0006) Review the Mail Code entry If it is incorrect - Change it, press Enter, and click on Save If it is correct – Press Enter and click on Next Record Planned Working Time (0007) Press Enter and verify the data Click on Save

122. 122 HR_PA_310 Personnel Administration Actions - V12 Position Update Infotypes InfotypeWhat You Do Basic Pay (0008) Enter the Hourly Rate, Monthly Salary, or Biweekly Salary Press Enter to populate the Annual Salary field Press Enter through the system messages Click on Save Additional Personal Data (0077) Verify the data Click on Next Record T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

123. 123 HR_PA_310 Personnel Administration Actions - V12 Change In Status – PA40 This Action Type is used to change an employee’s employment status (for example, from Full Time to Part Time), and they are remaining in their current position. This Action Type would at least change the Personnel Subarea; as a result, Employment Percent would change. If only the Employment Percent is changing, use the FTE Change Action Type.

124. 124 HR_PA_310 Personnel Administration Actions - V12 Change In Status – PA40 Important: Before performing this action, certain attributes of the employee’s position (such as Personnel Subarea) might need to be changed first. If the position’s attributes should be changed but have not been, the correct information will not default from the position to the employee. If you are not sure whether a regular staff position has been changed, contact HR Compensation; for student, temporary, or faculty positions, contact your Business Officer.

125. Change in Status – PA40 Example: The Personnel Subarea is changing from Temp PT >.20 to Reg FT, and the FTE is changing from.50 to 1.0. 125 HR_PA_310 Personnel Administration Actions - V12 PSA CodePSA Text Allowed FTE 0001Reg FT 1.0 0002Reg PT (Faculty).20 -.99 0003Reg PT >.74.75 -.99 0004Reg PT.5 to.74.50 -.74 0005Reg PT.2 to.49.20 -.49 0006Temp FT 1.0 0007Temp PT >.20.20 -.99 0013Temp PT <.20 <.20 0008WEPP Always.60 0009Reg On Call Always.20 0010Prem On Call Always.20 0011Unpaid n/a 0012Non-Service n/a

126. 126 HR_PA_310 Personnel Administration Actions - V12 Change in Status – PA40 The employee’s Personnel Subarea must be consistent with the Employment Percent or an error message will occur.

127. 127 HR_PA_310 Personnel Administration Actions - V12 Change In Status – PA40 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee’s information 3.Enter the Start date 4.Select Change in Status 5.Click Execute 6.The infotypes will appear in the correct sequence.

128. 128 HR_PA_310 Personnel Administration Actions - V12 Change in Status Infotypes InfotypeWhat You Do Actions (0000) Select Reason for Action Delete, press Enter, and re-enter Position number Press Enter Press Enter through the system message Click on Save Organizational Assignment (0001) The new Personnel Subarea value should default from the position; if it does not, click in the Subarea field and select the appropriate subarea Press Enter Press Enter through the system message Click on Save

129. 129 HR_PA_310 Personnel Administration Actions - V12 Change in Status Infotypes InfotypeWhat You Do Planned Working Time (0007) Press Enter to populate the fields Change the Employment Percent to the new percentage Press Enter through the system messages Click on Save Basic Pay (0008) Verify the Hourly Rate, Biweekly Salary, or Monthly Salary, and change as needed Press Enter to populate the Annual Salary Press Enter through the system message Click on Save Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

130. 130 HR_PA_310 Personnel Administration Actions - V12 Change in Status - Phased Retirement Step 1 The position that the employee is in must be updated with the new Personnel Subarea of Phased Retiree (0014). Work with HR Compensation to have the attributes of the position changed. Step 2 After the position has been updated by HR Compensation to reflect the Phased Retiree Personnel Subarea, go to PA40, bring up the employee’s information, and execute the Change in Status action.

131. 131 HR_PA_310 Personnel Administration Actions - V12 Change in Status - Phased Retirement InfotypeWhat You Do Actions (0000) Select the Reason for Action Highlight the Position number Press Delete Press Enter Re-enter the Position number to bring in the new attributes Press Enter through the system messages Click on Save

132. 132 HR_PA_310 Personnel Administration Actions - V12 Change in Status - Phased Retirement InfotypeWhat You Do Organizational Assignment (0001) Be sure the Personnel Subarea shows the Phased Retiree value Press Enter Press Enter through the system messages Click on Save Planned Working Time (0007) Change the FTE to 50% (If you leave it at 100%, you will get an error message.) Click on Save

133. 133 HR_PA_310 Personnel Administration Actions - V12 Change in Status - Phased Retirement InfotypeWhat You Do Basic Pay (0008) If the employee is paid a salary, you must change the salary to reflect the 50% pay. If the employee is paid an hourly rate, enter that same hourly rate. Press Enter to populate the Annual Salary field Press Enter through the system messages Click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

134. 134 HR_PA_310 Personnel Administration Actions - V12 FTE Change – PA40 Used when an employee’s FTE (Employment Percent) is changed within the same Personnel Subarea. The FTE change primarily affects the employee’s vacation accrual rate. Note: This action is also used for HR Timekeepers who need to change an employee’s Work Schedule Rule on the Planned Working Infotype (0007).

135. FTE Change – PA40 Example: The Personnel Subarea is remaining Temp PT >.20, but the FTE is changing from.50 to.75. 135 HR_PA_310 Personnel Administration Actions - V12 PSA CodePSA Text Allowed FTE 0001Reg FT 1.0 0002Reg PT (Faculty).20 -.99 0003Reg PT >.74.75 -.99 0004Reg PT.5 to.74.50 -.74 0005Reg PT.2 to.49.20 -.49 0006Temp FT 1.0 0007Temp PT >.20.20 -.99 0013Temp PT <.20 <.20 0008WEPP Always.60 0009Reg On Call Always.20 0010Prem On Call Always.20 0011Unpaid n/a 0012Non-Service n/a

136. 136 HR_PA_310 Personnel Administration Actions - V12 1.Enter the Person ID or use the Possible Entries icon to find the employee’s record 2.Press Enter to populate the employee’s information 3.Enter the Start date 4.Select FTE Change 5.Click Execute 6.The infotypes will appear in the correct sequence. FTE Change – PA40

137. 137 HR_PA_310 Personnel Administration Actions - V12 FTE Change Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Press Enter Click on Save Planned Working Time (0007) Change the Employment Percent to the new FTE Press Enter to populate the fields Press Enter through the system messages Click on Save

138. 138 HR_PA_310 Personnel Administration Actions - V12 FTE Change Infotypes InfotypeWhat You Do Basic Pay (0008) Verify and/or change the Hourly Rate, Biweekly Salary, or Monthly Salary, and change as needed Press Enter to populate the Annual Salary Click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

139. 139 HR_PA_310 Personnel Administration Actions - V12 Long Term Disability I Used primarily to change the Employee Group (EE Group) to M – Long Term Disability Employee will stay in his/her original department and position for 6 months Also provides the ability to cancel any Recurring Payments/Deductions

140. 140 HR_PA_310 Personnel Administration Actions - V12 Person ID 1.Enter the Person ID or use the Possible Entries icon to find the Person ID 2.Press Enter to populate the employee’s data 3.Enter the Start Date 4.Select Long Term Disability I 5.Click Execute 6.The infotypes will appear in the correct sequence. Long Term Disability I

141. 141 HR_PA_310 Personnel Administration Actions - V12 Long Term Disability I Infotypes InfotypeWhat You Do Actions (0000) Enter the Reason for Action Change the Employee Group to M for Long Term Disability Press Enter through the system message Click on Save Organizational Assignment (0001) Press Enter to populate the fields Press Enter through the system message Click on Save

142. 142 HR_PA_310 Personnel Administration Actions - V12 Long Term Disability I Infotypes InfotypeWhat You Do Planned Working Time (0007) Press Enter Press Enter through the system messages Click on Save Basic Pay (0008) Set the Amount to a SALARY amount; Monthly salary for monthly employees, Biweekly salary for biweekly employees. Press Enter to populate the Annual Salary Press Enter through the system message Click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

143. 143 HR_PA_310 Personnel Administration Actions - V12 Long Term Disability II LTD II is completed by Human Resources. This Action transfers the employee from the department to the Long Term Disability department in Benefits. HR will use ZHR_PAR to print the PAR report.

144. Unit 4 Summary Any questions related to: Position Change Position Update Change in Status FTE Change Long Term Disability I & II 144 HR_PA_310 Personnel Administration Actions - V12

145. 145 HR_PA_310 Personnel Administration Actions - V12 Unit 5 Leave of Absence

146. 146 HR_PA_310 Personnel Administration Actions - V12 Unit 5 Topics LOA Without Pay Return from Leave Without Pay LOA With Pay Return from Leave With Pay

147. 147 HR_PA_310 Personnel Administration Actions - V12 LOA Without Pay – PA40 This action is used to place a UK employee on leave without pay. The employee is still linked to the University, but their employment status in IRIS changes to “Inactive”. Although rare, the inactive status will still allow the employee to get paid through a Recurring Payment record and to be enrolled in Benefit plans.

148. 148 HR_PA_310 Personnel Administration Actions - V12 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter 3.Enter the Start date (the date the Leave begins) 4.Select LOA Without Pay 5.Click Execute 6.The infotypes will appear in the correct sequence. LOA Without Pay – PA40

149. 149 HR_PA_310 Personnel Administration Actions - V12 LOA Without Pay Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Press Enter Press Enter through the system message Click on Save Organizational Assignment (0001) Presented in Display mode Review the data and click on the Next Record icon

150. 150 HR_PA_310 Personnel Administration Actions - V12 LOA Without Pay Infotypes InfotypeWhat You Do Basic Pay (0008) Presented in Display mode Review the data and click on the Next Record icon Delimit Recurring Payments/ Deductions (0014) Appears only if this data exists T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

151. 151 HR_PA_310 Personnel Administration Actions - V12 Return From Leave Without Pay – PA40 Used to return an UK employee from leave without pay The process brings the employee back to an active status. If the Base Pay Amount should change, the action allows you to enter the new value. All other infotypes are presented in Display mode for information purposes only.

152. 152 HR_PA_310 Personnel Administration Actions - V12 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee fields 3.Enter the Start date (the date the employee returns) 4.Select Return From Leave without Pay 5.Click Execute 6.The infotypes will appear in the correct sequence. Return From Leave Without Pay – PA40

153. 153 HR_PA_310 Personnel Administration Actions - V12 Return From Leave Without Pay Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Press Enter Press Enter through the system message Click on Save Organizational Assignment (0001) Verify the data and click on the Next Record icon Planned Working Time (0007) Verify the data and click on the Next Record icon

154. 154 HR_PA_310 Personnel Administration Actions - V12 Return From Leave Without Pay Infotypes InfotypeWhat You Do Basic Pay (0008) If Wage Amount is correct, click on the Next Record icon If Wage Amount needs to be changed, 1) Make the change 2) Press Enter to populate the new Annual Salary 3) Click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

155. 155 HR_PA_310 Personnel Administration Actions - V12 LOA With Pay – PA40 Used to place an employee on Leave of Absence With Pay Reasons for LOA With Pay include the following:  Educational  Scholarly  Sabbatical  Sabbatical Half Pay  Special Leave with Pay  Educational Leave Half Pay  Faculty FML

156. 156 HR_PA_310 Personnel Administration Actions - V12 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee fields 3.Enter the Start Date (date the leave begins) 4.Select LOA With Pay 5.Click Execute 6.The infotypes will appear in the correct sequence. LOA With Pay – PA40

157. 157 HR_PA_310 Personnel Administration Actions - V12 LOA With Pay Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Press Enter Press Enter through the system message Click on Save Organizational Assignment (0001) Verify the data and click on the Next Record icon

158. 158 HR_PA_310 Personnel Administration Actions - V12 LOA With Pay Infotypes InfotypeWhat You Do Basic Pay (0008) If Wage Amount is accurate, click on the Next Record icon If Wage Amount needs to be changed 1) Make the change 2) Press Enter to populate the new Annual Salary 3) Click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

159. LOA with Pay – Faculty Salaries (9017)Infotype This infotype will appear when processing a LOA with Pay action to capture the “original base” salary of faculty members who are going on a leave of absence with partial pay. Enter the faculty member’s annual salary that was effective prior to their leave of absence, then click on the Save icon. This infotype will not drive any payroll information, but will be used for Integrated Postsecondary Education Data System (IPEDS) reporting. NOTE: When processing the Return From Leave with Pay action, this infotype will be presented during the action to be delimited. 159 HR_PA_310 Personnel Administration Actions - V12

160. 160 HR_PA_310 Personnel Administration Actions - V12 This is used to return a UK employee from leave with pay. 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee fields 3.Enter the Start date (date the employee returns) 4.Select Return From Leave With Pay 5.Click Execute 6.The infotypes will appear in the correct sequence. Return From Leave With Pay – PA40

161. 161 HR_PA_310 Personnel Administration Actions - V12 Return from Leave With Pay Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Press Enter through the system message Click on Save Organizational Assignment (0001) Verify data and then click on Next Record Planned Working Time (0007) Verify data and then click on Next Record

162. 162 HR_PA_310 Personnel Administration Actions - V12 Return from Leave With Pay Infotypes InfotypeWhat You Do Basic Pay (0008) If Wage Amount is accurate, click on the Next Record icon If Wage Amount needs to be changed, 1) Make the change 2) Press Enter to populate the new Annual Salary 3) Click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

163. 163 HR_PA_310 Personnel Administration Actions - V12 Exercises 5.1, 5.2 Go to the Exercise Guide

164. Unit 5 Summary Any questions related to: LOA Without Pay Return from Leave Without Pay LOA With Pay Return from Leave With Pay 164 HR_PA_310 Personnel Administration Actions - V12

165. 165 HR_PA_310 Personnel Administration Actions - V12 Unit 6 Change in Base Pay

166. 166 HR_PA_310 Personnel Administration Actions - V12 Change in Base Pay – PA40 Used to change a UK employee’s pay rate in IRIS All necessary authorizations and approvals for this change in pay must occur BEFORE using the transaction. Pay change reasons include:  (Increase) To KY Minimum Wage  Equity Adjustment  Market Adjustment  Mid-Year Adjustment

167. 167 HR_PA_310 Personnel Administration Actions - V12 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee fields 3.Enter the Start date (date the new pay rate takes effect) 4.Select Change in Base Pay 5.Click Execute 6.The infotypes will appear in the correct sequence. Change in Base Pay – PA40

168. 168 HR_PA_310 Personnel Administration Actions - V12 Change in Base Pay Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Press Enter Click on Save Basic Pay (0008) Enter new Hourly Rate, Monthly Salary, or Biweekly Salary Press Enter to validate the data entry T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

169. Unit 6 Summary Any questions related to: Change in Base Pay 169 HR_PA_310 Personnel Administration Actions - V12

170. 170 HR_PA_310 Personnel Administration Actions - V12 Unit 7 Workers Compensation

171. 171 HR_PA_310 Personnel Administration Actions - V12 Workers Compensation – PA40 The work related injury MUST be reported to UK Worker’s Care at 1-800-440-6285. The Workers Compensation action is processed when an employee goes on leave and should no longer receive base pay. The employee must be off work completely in all assignments due to a work related injury.  If the employee has multiple assignments, all will require the Workers Compensation action.  Contact the other departments immediately so they can enter this data in a timely manner.

172. 172 HR_PA_310 Personnel Administration Actions - V12 Workers Compensation – PA40 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee fields 3.Enter the Start date (Enter the first day the employee goes on Workers Compensation after the first 7 calendar days) 4.Select Workers Compensation action 5.Click on Execute 6.The infotypes will appear in the correct sequence.

173. 173 HR_PA_310 Personnel Administration Actions - V12 Workers Compensation Infotypes InfotypeWhat You Do Actions (0000) Select the Reason for Action Press Enter Click on Save Organizational Assignment (0001) Verify the data Click on Next Record Planned Working Time (0007) Press Enter and verify the data Click on Save

174. 174 HR_PA_310 Personnel Administration Actions - V12 Workers Compensation Infotypes InfotypeWhat You Do Basic Pay (0008) Press Enter to validate the data entry Click on Save Delimit Recurring Payments /Deductions (0014) Delimit departmental items as needed T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

175. 175 HR_PA_310 Personnel Administration Actions - V12 Workers Compensation – PA40 When the employee returns from Workers Compensation, use the Return From Leave Without Pay action. Be sure to set the Hourly Rate, Monthly Salary, or Biweekly Salary back to the normal rate!

176. Unit 7 Summary Any questions related to: Workers Compensation 176 HR_PA_310 Personnel Administration Actions - V12

177. 177 HR_PA_310 Personnel Administration Actions - V12 Unit 8 Separation & Retirement

178. 178 HR_PA_310 Personnel Administration Actions - V12 Unit 8 Topics Separation Retirement Retiree Rehire Retiree Set Back to Inactive

179. 179 HR_PA_310 Personnel Administration Actions - V12 Separation – PA40 Use this action when an employee is LEAVING the University. This includes the following:  Students who work in the spring and may or may not return in the fall, and  Part-time instructors who teach in the spring and may or may not come back to teach the following spring. Check to make sure the employee does not have any other active assignments. If an employee is leaving a position in your area and working in a new position across campus, this is NOT a Separation. If funding is available, you can overlap the separating employee and the new employee.

180. 180 HR_PA_310 Personnel Administration Actions - V12 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee fields 3.Enter the Start date (the day AFTER the last day worked) 4.Select the Separation action 5.Click Execute 6.The infotypes will appear in the correct sequence. Separation – PA40

181. Actions (0000)  Select the Reason for Action  Press Enter through the system message  Click on Save 181 HR_PA_310 Personnel Administration Actions - V12 Separation Infotypes

182. 182 HR_PA_310 Personnel Administration Actions - V12 Separation Infotypes Organizational Assignment (0001)  Verify that the position number has defaulted to 99999999  Press Enter  Click on Save

183. 183 HR_PA_310 Personnel Administration Actions - V12 Separation Infotypes Addresses (0006)  Enter the forwarding address and phone number, if different from current address  Save Delimit Recurring Payments/Deductions (0014)  This infotype may or may not appear.  Delimit any departmental payments Documentation  Complete the Separation form  Obtain the authorization signatures  Attach all necessary paperwork  Send to HR Compensation

184. 184 HR_PA_310 Personnel Administration Actions - V12 Exercise 8.1 Go to the Exercise Guide

185. 185 HR_PA_310 Personnel Administration Actions - V12 Retirement HR Benefits will process all retirements. Contact HR Benefits office if you have a pending retirement action, so they can process it for you. If funding is available, you can overlap the retiring employee and the new employee using the same position.

186. 186 HR_PA_310 Personnel Administration Actions - V12 Retiree Rehire – PA40 Used when a retired employee returns to work at the University Also used for Post-Retirement appointments Since the individual was previously employed at UK, some of the employee’s records may be accurate. Important: you will need to change the Employee Group (EE Group) to put the working retiree in the correct group. Valid groups include:  G – Working Retired Staff < 15 years of service  L – Working Retiree Staff > 15 years of service  F – Working Retired Faculty < 15 years of service  K – Working Retired Faculty > 15 years of service

187. 187 HR_PA_310 Personnel Administration Actions - V12 Retiree Rehire and I-9s Retirees who have been away from the University for more than one year will need to complete an I-9. If needed, contact HR Compensation for more information.

188. 188 HR_PA_310 Personnel Administration Actions - V12 Retiree Rehire – PA40 1.Enter the Person ID or use the Possible Entries icon to find the employee 2.Press Enter to populate the employee fields 3.Enter the Start date 4.Select Retiree Rehire action 5.Click Execute 6. The infotypes will appear in the correct sequence.

189. 189 HR_PA_310 Personnel Administration Actions - V12 Retiree Rehire Infotypes InfotypeWhat You Do Actions (0000) Select Reason for Action (Retiree Rehire) Enter the Position number Change the Employee Group Press Enter Press Enter through the system message Click on Save Personal Data (0002) Verify the data If no changes, click on Next Record If you make changes, click on Save Organizational Assignment (0001) Verify the data Click on Save

190. 190 HR_PA_310 Personnel Administration Actions - V12 Retiree Rehire Infotypes InfotypeWhat You Do Addresses (0006) Verify the data If no changes, click on Next Record If you make changes, click on Save Planned Working Time (0007) Verify the data and change if needed Press Enter Click on Save Basic Pay (0008) Enter the Hourly Rate or Monthly Salary Press Enter Click on Save Date Specification (0041) Verify the data Click on Save

191. 191 HR_PA_310 Personnel Administration Actions - V12 Retiree Rehire Infotypes InfotypeWhat You Do Additional Personal Data (0077) Verify data If no changes are needed, click on Next Record If you make changes, click on Save T-CodeWhat You Do Use ZHR_PAR to print 2 copies of the PAR Obtain authorization signatures Attach necessary paperwork Send to HR Compensation

192. 192 HR_PA_310 Personnel Administration Actions - V12 Retiree Set Back to Inactive HR Benefits will process all retirements. Contact HR Benefits office if you have a pending retirement action, so they can process it for you.

193. Unit 8 Summary Any questions related to: Separation Retirement Retiree Rehire Retiree Set Back to Inactive 193 HR_PA_310 Personnel Administration Actions - V12

194. 194 HR_PA_310 Personnel Administration Actions - V12 Help Resources

195. 195 HR_PA_310 Personnel Administration Actions - V12 myHelp Web Site http://myhelp.uky.edu/rwd/HTML/HR.html Scroll down the page to find this section of Quick Reference Cards, which are specific to the Personnel Administration Actions.

196. 196 HR_PA_310 Personnel Administration Actions - V12 HR Resources Benefits: 257-9519, option 3  http://www.uky.edu/HR/benefits Compensation: 257-9555, option 6  http://www.uky.edu/HR/comp Employee Relations: 257-8758  http://www.uky.edu/HR/emprel Employment: 257-2608  http://www.uky.edu/HR/employ Payroll: 257-3946  http://www.uky.edu/EVPFA/Controller/payroll.htm

197. 197 HR_PA_310 Personnel Administration Actions - V12 Training Sandbox The Training Sandbox is available to practice the actions you’ve learned, before entering real data into Production.

198. Training Sandbox Refresh At the end of every week, the Training Sandbox is refreshed to clear data entered during the week. During this process, the Sandbox is unavailable. Try back at a later time. 198 HR_PA_310 Personnel Administration Actions - V12 This is the screen that will appear should a user try to access the Training Sandbox during the refresh process.

199. 199 HR_PA_310 Personnel Administration Actions - V12 Course Summary You should now be able to: Discuss terms and concepts associated with UK Personnel Administration Actions Understand the IRIS Actions process Perform various Personnel Actions in IRIS