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12 Easy Steps to Create an Employment Contract
Campus Human ResourcesEmployment & Compensation ServicesOctober, 2009
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Welcome & Introductions Review Purpose for Employment Contract Process 12 Easy Steps to Complete an Employment
Contract/Amendment Exercise - Create an Employment Contract Discuss Contract Amendments Questions
Agenda
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PeopleAdmin – Employment Contracts
Transition Purpose
Increase efficiency Address audit issues Utilize existing technology – PeopleAdmin Deliver consistent results Improve policy / procedure compliance Enhance records management / retention
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Employment Contract Workflows (including Amendments)
Dept. Emp Prep Creates
Route to the Dept. Emp Submitter
Route to CHR Employment for
Approval
Emails:(1) to Dept. Emp Prep(2) To Dept. Emp Sub(3) to Employment
Approve New Employment Contract
Emails:(1) To Dept. Emp Sub(2) To Dept. Emp Prep
(3) To Policy Services(4) To Add’l Emp
Prep/Sub & Comp Prep/Sub Selected
Invalidate Employment
ContractNew
EmploymentContract
Dept. Emp Sub Creates
Note: Applicable users can cancel the
Employment Contract or Contract Amendment at
any point in the workflow.
Emails: A system-generated email is sent to the appropriate user indicated in the workflow,
unless otherwise noted.CHR
Employment Creates
Note: The workflow below also applies to the ‘New Employment Contract - Amendment’ Action.
Approve New Employment
Contract (Reminder Sent)
Emails:(1) To HM
(2) To Emp Sub(3) To Emp Prep
Note: 30 days prior to the Appointment End Date listed on the Employment Contract, the
status of the contract will automatically change to
Approve New Employment Contract (Reminder Sent). This will also trigger an email to the Hiring Manager, Employment
Submitter / Preparer
Route to Benefits for Approval
(If Applicable)
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Step 1 Begin by logging in to People Admin as an
Employment Preparer or Submitter.
Click on “Begin New Action” just below the Job Descriptions heading.
Click on “Start Action” to begin a new contract.
Step 2
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Identify the Job Analysis (JA) number or use one of the fields shown to search for contract job descriptions.
Step 3
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Verify that you have the correct job description by clicking “View Summary.”
If it’s the one you want to use, click “Start Action” to begin entering the contract fields.
Step 4
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Click on the desired contract type.
Use the date you are preparing the request as the “Date of Agreement”.
Enter the actual start
date of the contract in the Begin Date field.
The End Date is the date the contract appointment ends.
In order to receive an e-mail notification that the contract will expire within 30 days, enter a date that is 30 days prior to the date the contract will expire in the “Appointment End Date Reminder” field.
Step 5
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Step 6 Request Number is assigned by PeopleAdmin for
your future reference.
If an employee is a Rehired Retiree an employee ID is required. A link to the Rehired Retiree policy is provided for your information.
The information in this section will automatically populate from the job description.
Salary Enter the salary as a full time monthly rate within the range for that position.
Changes in salary Select an option based on how changes in the salary will be made: in accordance with PPSM 30 or by written amendment to the contract.
A link to the Benefits Eligibility is provided for your information.
Enter the Percentage of Time of the appointment.
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Step 7
Select the Submitter name and the Primary Hiring Manager’s name from the drop - down menu to receive Email Notification of actions concerning the contract/amendment process.
Additional Employment and Additional Compensation Preparers/Submitters are secondary HR contacts. It is always best to have names selected here as the primary hiring manager may be out of the office. These individuals will also receive the email notifications.
PSS Exempt, PSS Non-Exempt, MSP Non-Exempt Only
Enter the appointment begin, end time, and days of the week that the individual will work.
MSP Exempt Only The number of hours to be worked each
week must be entered. This is determined by multiplying the percentage of time by 40 hours.
Example: employee will work 25% time (25% x 40 hours) = 10 hours/week
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Under the Comments section, enter comments from each user to be shared with the next reviewer in the approval process. Remember to date and initial all comments.
Step 8
Please note that there is supplemental documentation stating that an exception to pay policy was approved 9/22/09 RT
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Step 9
Click here to view Contract Summary
From the “Action History” tab, Click “Continue To Next Page” and click “Edit” to make final changes to the contract.
Action Status – if your contract is ready for submission, click “Route to Employment for Approval” and then press Continue.
The contract will be reviewed by Employment & Compensation Services.
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Step 10 Approval Email Once the contract has been approved by Employment & Compensation Services the responsible users will receive a detailed email indicating the approval of the contract.
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Step 11 Once the Contract has been approved, in order to print and obtain signatures, click on Search Actions
Enter the department name / code and Employee last name OR the job analysis (JA) number and the Employee last name and click on Search.
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Click on Get Reports List link under Contract Type and select the appropriate Contract Report to view the completed Contract.
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Step 11
Department must print the contract then obtain appropriate signature (s) and file Contract in Employee’s personnel file.
Department is now the “Office of Record” and must retain original signed contracts / amendments for 7 years.
The signed Contract can now be scanned and uploaded under the Supplemental Documentation tab as shown in Step 12.
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This tab is used to attach the approved and signed contract and any other information related to the contract.
The Supplemental Documentation tab is also used to attach the two UBEN forms, 138 and 1039, when creating a contract for a Rehired Retiree.
Step 12
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Employment & Compensation Team
Elaine Peters – Employment & Compensation Director
Anders Askenas – Employment Services Consultant
Lucie Dean – Compensation Services Consultant
Ginny Flenoy – Employment Services Consultant
Ron Guizado – Employment Services Consultant
Gwen Kobayashi – Employment Services Consultant
Ryan Lee – Employment Services Assistant
Jose Martinez – Compensation Services Specialist
Carolyn Murry – Compensation Services Consultant
Keith Sakoda - Compensation Services Consultant
Rowena Timoteo – Employment Services Specialist
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