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HR - Position Change - Voluntary Reassignment (UPS - Movement from University Staff to Academic Staff/Limited)

GENERAL DESCRIPTION:

This procedure outlines changes that are required on position due to movement from University Staff to Academic Staff/Limited as a Voluntary Reassignment. This procedure will ensure that the title, pay rate, and continuity are correct. Additional actions on the employee's empl record will be needed.

PROCESS CONSIDERATIONS:
  • N/A



PROCEDURE STEPS:

To enter a voluntary reassignment update on a position, please follow these steps:

  1. Navigate to: Workforce Administration > Job Information > Job Data.

  2. Enter the Empl ID and Empl Record of the reassigning employee and click Search.

  3. 01-02 Job Data
  4. Copy the Position Number.

  5. 03 Copy Position
  6. Navigate to: Organizational Development > Position Management > Maintain Positions/Budgets > Add/Update Position Info.

  7. Enter the Position Number and click Search.

  8. 04-05 Copy Position
  9. Click the plus sign to insert a new row into the existing Position. The Effective Date will default to today's date. Change the Effective Date to the date that the voluntary reassignment is effective. (Refer to the documentation for the Effective Date.)

  10. In the Position Information section, click the Reason Code search prompt (magnifying glass icon) to search for and select 110 Voluntary Reassignment (AS/LI).

  11. 06-07 Position Information
  12. In the Job Information section, update the following:

    • Job Code - enter the AS/LI Job Code and tab out of the field
    • Title - verify that the Title field updated correctly
    • Empl Class - select the correct Empl Class
    • Continuity - select the correct Continuity
    • Pay Basis - update to correct Pay Basis

    08 Job Information

  13. Review the Reports To and Location fields in the Work Location section and update, if needed.

  14. 09 Work Location
  15. Go to the Specific Information tab and uncheck the Update Incumbents box.

  16. Click Save. You may encounter soft warnings regarding a blank Reports To field, and incumbent data not updated unless box is checked; click OK on these warnings.

  17. 10-11 Specific Information
  18. Go to the Budget and Incumbents tab and click the Job Data link.

    12 Job Data Link

  19. To update Job Data, click the plus sign to insert a row. The effective date will default to today's date. Change the Effective Date to the date that the voluntary reassignment is effective. This is the same effective date that was used for the Position change.

  20. Enter the Action and Reason - Position Change and Voluntary Reassignment AS/LI

  21. Update the Position Number field - this will update Job Data with the new position information.

    • Copy the Position Number.
    • Delete the Position Number and tab out of the field.
    • Paste the Position Number back in and tab out of the field.

  22. 13-15 Job Data
  23. Go to the Job Information tab and verify that the updated fields are correct. Note: Empl Class will likely come through as blank at this step, however, it will be populated once the entire process is complete.

    16 Job Information

  24. Go to the Payroll tab and verify that the Pay Group is correct.

     https://kb.wisc.edu/images/group61/53348/92PAYROLLTAB.png

  25. Go to the Compensation tab. Select the correct Rate Code populated based upon the employee's Pay Basis, reference HR - Comp Rate Frequency Overview .

  26. Enter the Comp Rate.

  27. Verify or edit the bottom Frequency.

  28. Edit the top Frequency to M.

  29. Click the Calculate Compensation button.

  30. Verify the Compensation Rate (in the top Compensation section) is correct.

     https://kb.wisc.edu/images/group61/53348/92compensationtab.png

  31. Go to the UW Custom tab and verify that the Continuity field updated correctly.

  32. Update the Probation Type field.

  33. Reset the Working Title field.

  34. Click OK.

  35. 24-27 UW Custom Tab
  36. Enter the Work Schedule by navigating to: Time and Labor > Enroll Time Reporters > Assign Work Schedule.

  37. Enter the Empl ID and Empl Record; click Search.

  38. 28-29 Work Schedule
  39. Add a row.

  40. Enter the effective date of the voluntary reassignment.

    • Select E40_MTWRF_8H in the Schedule ID field.

  41. Click Save.

    28-32 Work Schedule




ADDITIONAL RESOURCES:

Related KBs:

Related Links:
    • N/A



    Keywords:AS LI FA Classified, Unclassified   Doc ID:53348
    Owner:Tami E.Group:Human Resource System (HRS)
    Created:2015-06-26 10:47 CDTUpdated:2017-08-24 11:05 CDT
    Sites:Human Resource System (HRS)
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