Branch/Role Reclassifications-CB Change
A CB Branch/Role Change action is designed to change the branch and role of a position to one that more accurately reflects the current work that is being done by that position. This is a one-step process that is completed on the position and, if there is an employee in the position, two additional steps are needed to reflect the change on the employee in the position. The Employment, Classification and Compensation Specialist reviews this action.
In this chapter you will: Initiate the Establish/Maintain Position Workflow Complete the Request Position Action Form Complete the Supporting Documentation Form Initiate the Establish/Maintain Funding Workflow Initiate the Reclass Assign Base Pay Workflow Complete the Employee in Position Form Complete the Assign Base Pay Form Print Personnel Information Form
Initiating the Establish/Maintain Position Workflow
1. From the desktop, double click the
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2. Double click the Establish/Maintain Position workflow.
3. Select Reclassify from the Position Action drop down list. 4. Choose Option 1 OR Option 2 to select an employee. Option 1 1. Type Position ID (seven-digit existing position number preceded by two zeros.). Option 2 1. Double click Position Actions by Department, Job, Position browser. 2. Drill down to find the list of positions that the reclass request is for. 3. Drag and drop the position name to the lister.
4. Click
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Completing the Request Position Action Form
1. Type the Requested Eff Date. That is the date that the department is requesting for reclass. This cannot be prior to today's date. 2. Double click the Job by Job Cat Id browser. 3. Drill down to find the requested job classification. 4. Drag and drop to the Job Title field in the Requested Location/Dept/Job Information group box. 5. Type new Working Title, if applicable. 6. Press F5.
The Reporting Relationships group box should show the immediate supervisor's position number, name, and job title or a check in the Reports to EPA/Other check box. Please reference the Reporting Relationships section of the HRIS User Guide for instructions on how to make changes to this section of the form. 7. From the File menu, select Save.
Completing the Support Documentation Form
1. Type the date you sent the required information. The date entered here is key, as it starts the time clock for the receipt of the supporting documentation in PMD. Email notifications will be generated 7 days after the date entered here if the supporting documentation has not been received. Email notifications will be generated 14 days after the date entered here if the supporting documentation still has not been received. After 21 days, the request will be returned without action by PMD. If a request is returned, a new request for that action will have to be submitted through the Establish/Maintain Position workflow. 2. From the File menu, select Save. After the request has been assigned to an EEC Specialist, you will receive email informing you that the request to reclassify position ##### (Current Job title) in dept. XXXX has been received and assigned to X. The specialist will let you know if he/she requires further information. After the request has been approved you will receive an email with pertinent information explaining one of the following:
The request was approved as requested. The request was approved as current job title. The request was approved different from what was requested.
After the classification decision is completed, the action is forwarded to the department Human Resources Facilitator at the Depts. Salary Administration Worksheet. Once the form is updated and saved, it forwards back to the ECC Specialist for review. At point that the salary change is finalized by the ECC Specialist processing the HR Salary Administration Worksheet
Completing the Dept. Career Banding Salary Administration Worksheet
1. Verify the new classification information under the Position Data section. 2. Enter the required Recommended Salary under the Salary Recommendation Section. (note: when you click out of the field, the market index field for the new recommended salary populates)
3. Enter the required Justification for Salary Action. 4. Indicate Disciplinary Action as appropriate by clicking in the check box. 5. Validate Supervisor information and check the required approval check box to indicate that this action has the approval of the employees Supervisor. 6. Enter Department Head/Dean/Director information and check the required approval check box to indicate that this action has the approval of the Department Head/Dean/Director. 7. Double click to open the Maintain Branch/Role Comparisons Form on the right corner of the form to enter equity comparison information.
Completing the Maintain Branch/Role Comparisons Form
1. Double click the Department Employees browser.
If you have access to more than one department and you are comparing across departments, you will need to use the Employees by Department browser for any employee not in the home department of the employee receiving the salary adjustment. 2. Drag and drop employee, with the same branch, role & competency level, to the Current Equity Comparison group box. If you need to list additional names, click to obtain a blank line.
If there are no employees with the same title, type an explanation in the Comments field. 3. Under the File menu, select Save. The SPA Salary Adjustment form will appear. 4. Under the File menu, select Save.
Initiating the Establish/Maintain Funding Workflow See Funding Actions in the HRIS User Guide for instructions
Funding must be established before beginning the next step.
Initiating the CB Branch/Role Change Assign Base Pay Workflow
1. From the desktop, double click the
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2. Double click the CB Branch/Role Change - Assign Base Pay icon.
3. Drill down to list of employees that have Reclassification actions pending completion. 4. Drag and drop selected name to the lister. 5. Click .
6. Click . Note PMD Approved Effective Date on the Display Effective Date for Reclass message box in HRIS. You will need to enter that date on the Set Event Date dialog box.
7. Type Approved Effective Date shown on your previous form 8. Click .
Please do not change the information on the next two forms. The information should just be verified. If it is correct, save the forms. If it is incorrect, pause the action and contact the Helpdesk.
Completing the Employee in Position Form
8. Verify the new classification information.
9. Under the File menu, select Save.
Completing the CB Branch/Role Assign Base Pay Form
1. Verify the following information: o Event Date o Status - Active o Reason - RECLASS o New Pay Information 2. If the information is correct, from the File menu, select Save. -orIf the information is incorrect, from the File menu, select Pause and contact the Help Desk.
3. Click . 4. The action has now been completed.
Printing the Personnel Information Form
1. From the HRIS desktop, double click
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2. From the Employee History Form lister, double click 3. Double click department name. 4. Drag and drop employee name to lister. 5. Click .
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6. From the Action History Browser section of the Employee History Form, drag and drop action you want PIF for to
. 7. Click . 8. Print dialog box will be displayed. Specify print range, number of copies, and whether or not to collate the copies. 9. Click to print the PIF.