Salary Recoveries &
Overview of Adjustments
November 2013
Agenda
Online Resources – UPK Overview
Setting up a Recovery transaction -examples
Review of Workflow
Salary and Benefit Adjustments
Review Queries in progress
Questions
2
Module Overview
Salary Recoveries
Online Training
UPK:
 Create ongoing recovery
 Create a one time recovery
http://www.ucalgary.ca/enablement/training/tutorials
4
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
Salary Recoveries
Ongoing
Salary Recoveries
One-Time Adjustment
7
Setting up a Salary
Recovery transaction
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.
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Salary Recoveries
Set-up Considerations
A. 100% Salary Recovery
 Example: 100% of salary and market supplement to
one project.
First priority is the market supplement @ 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.
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Salary Recoveries
Set-up Considerations
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Salary Recoveries
Set-up Considerations
B. 100% Salary Recovery
 Example: 100% of salary and market supplement.
Maximum $50,000.00 to project, balance to AHS.
First priority is the market supplement @ 11.60% – MAX
Amt
Second priority is the remainder of the $50,000.00
recovered from base-salary – MAX Amt
Third priority is the balance of recovery, which is the
BASE-SALARY @ 20%. This setup will ensure that the
recovery is automatically increased when the basesalary increases when merit or across-the-board is
given.
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Salary Recoveries
Set-up Considerations
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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 $177,600.00 to one project
(Salary and Market Supplement)
First priority is the market supplement @ 11.60% – MAX Amt
Second priority is base-salary @20% - MAX Amt
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Salary Recoveries
Set-up Considerations
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Salary Recoveries
Set-up Considerations
C. <100% Salary Recovery
 Example #2: Maximum $88,800.00 to Project 1 and
Maximum $73,950.00 to Project 2
First priority is the full market supplement @ 11.60% – MAX
Amt
Second priority the remainder of the $88,800.00 recovered
from base salary – MAX Amt
Third priority is the $73,950.00 recovered from base salary –
MAX Amt
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Salary Recoveries
Set-up Considerations
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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
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Salary Recoveries
Set-up Considerations
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Salary Recoveries
Set-up Considerations
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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.
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Salary Recoveries
Set-up Considerations
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Workflow Overview
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)
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)
Salary Adjustments
Matrix
Salary Adjustments
Decision Matrix
Step 1:
Salary Adjustments
Decision Matrix
Step 2:
Salary Recoveries
Decision Matrix
Step 3:
Queries
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)
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Salary Recoveries
Query Development
UNDER DEVELOPMENT:
(Current, Retro, Future Dated)
1.
2.
3.
4.
Full Listing (from module)
Duplicate salary components
Comparison: recovery to actual earnings
Retro or mid-period actions:
1. Terminations
2. Department change
5. Leaves:
1. LTD
2. Maternity, etc.
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Salary Recoveries
Query Development
CURRENT, RETRO, FUTURE DATED:
1. Market Supplements and Research stipends
1. Terminations
2. Changes in $
2. Job changes:
1.
2.
3.
4.
EE: UCALG to UCALT (change of appointment)
Compensation
% change in duties (ie) reduced duties
Auto-terminations – listing of
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Resources
Questions