Change FTE% for Non-Appointed Postdoctoral Fellow
CUPE 3902 Unit 5 Employee
Change FTE% for Non-Appointed
Postdoctoral Fellow CUPE 3902 Unit 5
Employee
Contents
Procedure Overview
Step 1: FTE% Change Process
Step 2: Copy Appointment Detail Process
HR Data Verification Report
Procedure Overview
Overview
To gain an understanding on how to process a change in percentage of
working time for a Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5
employee by recording the following in HRIS:


Effective date of Change
New Employment Percentage
These instructions do not apply to FTE% changes due to Long Term
Disability/Workers Safety Insurance Rehab or Other special Leave. For
instructions on this process, see Change FTE% (Long Term
Disability/Worker Safety insurance Rehab or Other Special leave.
Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee
HRIS Procedure Document FINAL
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For Assistance with this Process
please contact HRIS Support
Change FTE% for Non-Appointed Postdoctoral Fellow
CUPE 3902 Unit 5 Employee
Step 1: FTE% Change Process
Click on the following path:
Human Resources
Personnel Management
Administration
HR Master Data
Personnel Actions
1. Enter Employee Number
2. Enter effective date of the change
3. Click on Appointment Action Type
4. Click Execute
Copy Action Screen (0000) Populates (Automatically)
1. Choose
from drop-down the Reason Code
2. Click
or press ENTER
3. Click
to SAVE.
Copy Organizational Assignment (0001) Screen Populates (Automatically)
1. Enter the Funds Center
2. Enter the FTE%
3. Select the work contract
4. Click
or press ENTER
5. Click
to SAVE
Copy Organizational Assignment (0001) pop up box is proposed
Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee
HRIS Procedure Document FINAL
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For Assistance with this Process
please contact HRIS Support
Change FTE% for Non-Appointed Postdoctoral Fellow
CUPE 3902 Unit 5 Employee
Note: This screen shows you that the system is delimiting the position with the previous
percentage FTE% and Assigning the new FTE%.
1. Click on
Staffing Percentage Screen is proposed
1. Click on
The Create Tax screens are always proposed with the BasicTotal Credit
Amounts. If the previous Total Credits were other than the basic amount you
must reenter the previous Total Credits. If this is not done the employee would be
taxed at a higher rate. Also if the employee had Additional Tax amounts that also
would have to be updated
Create Tax Assignment CA (0461) Screen Populates Automatically
1. Verify provincial (Ontario) default information
2. Click
or press ENTER
3. Click
to SAVE
Create Provincial Tax CA (0462) Screen Populates Automatically
1. Verify Total Credits default information change if necessary
2. Click
or press ENTER
3. Click
to SAVE
Create Federal Tax (0463) Screen Populates Automatically
1.
2.
3.
4.
Verify Total Credits default information change if necessary
Enter any additional tax information if applicable
Click
or press ENTER
Click
to SAVE
Copy Planned Working Time (0007) Screen Populates Automatically
This screen displays the hours, per policy and collective agreement,
1. Mark Part-time employee
2. Change the employment percentage
3. Click
or press ENTER
4. Click
to SAVE
Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee
HRIS Procedure Document FINAL
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For Assistance with this Process
please contact HRIS Support
Change FTE% for Non-Appointed Postdoctoral Fellow
CUPE 3902 Unit 5 Employee
Create Basic Pay Screen Populates Automatically
1. Verify the following fields being automatically populated from information entered on
Organizational Assignment, Planned Working Time and Appointment Detail screens.
Make sure the Cap.util.lvl is the same as what was entered in Planned Working Time.
2. Enter the reduced annual salary.
3. Click
4. Click
or press ENTER
to SAVE
Copy Cost Distribution (0027) Screen Populates Automatically
1. Update the information when necessary. Otherwise, click Next Record
proceed to the next
arrow to
Copy Date Specifications (0041) Screen Populates Automatically
1. Click Next Record
arrow to proceed to the next
Step 2: Copy Appointment Detail Process
Click on the following path:
Human Resources
Peronnel Management
Administration
HR Master Data
Maintain
1. Enter employee personnel number
2. Under
, select
.
3. Click on
to Overview and choose the current record to be copied.
4. Click on
to copy the record.
Copy Appointment Detail Screen (9009)
1. Enter the effective Start Date and End Date
change in FTE %.
of the
2. Verify the Position
Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee
HRIS Procedure Document FINAL
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For Assistance with this Process
please contact HRIS Support
Change FTE% for Non-Appointed Postdoctoral Fellow
CUPE 3902 Unit 5 Employee
Note: Position number should match with the position number in the Organizational
Assignment screen
3. Verify the Position Appointment Date
4. Verify the Pay scale group and level
Note: Level is not required for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5.
5. Verify the appointment Percentage
Note: This field cannot be updated. The percentage defaults from the data saved on
Organizational Assignment - Percentage field.
6. Verify the Contract type
7. Verify the Cost Center
Note: DO NOT enter a Cost Centre if Internal Order is applicable
8. Verify the Funds Center
9. If applicable, verify the Fund
.
10. Enter 07-Percent of Time in the Type of Change
11. Enter the annual amount of change in
.
Note: Enter a negative amount to reflect a decrease in the annual amount.
12. Click on
or press Enter key and verify the Annual Salary To
13. Click on
to Save.
Previous record will automatically be delimited.
END OF CHANGE FTE% FOR NON-APPOINTED POSTDOCTORAL FELLOW CUPE 3902
UNIT 5
Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee
HRIS Procedure Document FINAL
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For Assistance with this Process
please contact HRIS Support
Change FTE% for Non-Appointed Postdoctoral Fellow
CUPE 3902 Unit 5 Employee
HR Data Verification Report
Run the Data Verification Report after making changes to an employee’s record is completed.
This report identifies inaccurate, incomplete or missing employee data.
Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee
HRIS Procedure Document FINAL
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For Assistance with this Process
please contact HRIS Support