Portland State University Welcome to HRascals Plus! February 1, 2008

1. Portland State University Welcome to HRascals Plus! February 1, 2008

2. Welcome HRascals! Cathy LaTourette Associate Vice President for Human Resources

3. Agenda – 02/01/08 • Welcome – Cathy LaTourette • Introduction of new HR Staff • Projections and Possibilities for PSU in the Next Five Years - Carol Mack • Available Trainings – Jenny Sherman • ASI Flex, Legal Leave Updates & Retirement Fair • Joanne Clancy • Announcement vs Ads – Maria Eldred • Manual Check Information – Pam Hutchins • Announcements

4. New HR Staff! • Jennifer Strackany – Benefits Assistant • Lori Presley – Payroll Accountant • Naomi Fast – Payroll Assistant • Velia Robles – HRIS Coordinator • Karin Wriggle – Executive Assistant to the AVP

5. Projections & Possibilities for PSU in the next 5 years • Carol Mack • Vice Provost for Academic Administration • and Planning

6. Academic Priorities • Improve Student success through engaged learning experiences • Expand innovative scholarship/creative activities that address regional issues and have global significance • Enhance education opportunity in the Portland Metropolitan Region • See the accompanying handout: • Portland State is a Leader in Engagement • Also see the OAA website – http://www.pdx.edu/oaa and http://www.pdx.edu/oaa/priorities.html

7. Strategic Investments • First phase of PSU’s academic investment program • Building Capacity for Improving Student Success and Expanding Innovative Research • First phase has allocated 21 new tenure-line positions • including 12 positions with shared responsibility for teaching in University Studies • See the OAA website – http://www.pdx.edu/oaa and http://www.pdx.edu/oaa/academicinvestments.html

8. Strategic Investments • Second phase of PSU’s academic investment program • Advance the University’s growing expertise in sustainability to national prominence • Advancing leadership programs is an institutional goal identified through last year’s priority-setting activities • See the OAA website – http://www.pdx.edu/oaa and http://www.pdx.edu/oaa/academicinvestments.html

9. PSU Budget Allocation Model (PBAM) A New Approach to Manage Institutional Resources

10. Reasons why PSU is changing the budget model • Current model of incremental expenses funding is a bandage approach and is broken • Revenue-sharing approach as incentive tool is not working • Timing for preparing a roster-driven budget based on July 1st (fiscal year) and finalized in October makes planning very difficult

11. PSU Budget Allocation Model • Revenue/resources based vs. expenditure based • Productivity informed • Explainable and transparent • Flexible for long-term strategic planning and investment • Multi-year full implementation

12. Communications about PBAM • Lindsay Desrochers and Michael Fung are meeting with various administrative groups to explain and discuss the model. • Budget Office will provide updates as progress is made on the model.

13. Collective Bargaining Updates • American Association of University Professors, PSU Chapter • American Federation of Teachers, AFL-CIO – Local 3571

14. AAUP Bargaining Highlights: • AAUP filed a request for mediation • Mediation sessions: scheduled for January 18 and 30, February 15 • Salary proposals are a primary concern • See the accompanying “talking points” document from Office of Academic Affairs, dated 1/31/2008 • See the OAA website for AAUP collective bargaining updates, http://www.pdx.edu/oaa

15. AFT Bargaining Highlights: • AFT filed a request for mediation • Mediation session: scheduled for February 11 • Salary proposals are a primary concern • Soon, see the OAA website for AFT collective bargaining updates, http://www.pdx.edu/oaa

16. Collective Bargaining Timelines • Timelines are guided by the Public Employees Collective Bargaining Act (PECBA) – ORS 243.650 - 243.728 • See handout, Overview of PECBA • Also see Oregon Employment Relations Board website, http://www.oregon.gov/ERB/PECBAOverview.shtml

17. Training & Development Update • Jenny Sherman • Sr Manager, Employee Relations, Training & Development

18. Higher Education Consortium Trainings • February 29th – Diversity Training • Greg Bell, Speaker, Trainer & Facilitator • Reed College, Kaul Auditorium • April 4th – Performance Coaching • Arty Trost, Management Consultant • Pacific University, University Center, Multipurpose Room • Register at www.hrc.pdx.edu under “Training & Development”

19. On-Campus Trainings • HRC – EPAF Electronic Student Hiring System • Wednesday, February 6th (12-12:45) • Friday, March 7th (12-12:45) • HRC - Banner Friendly • Wednesday, February 13 (2:30–4:00) • Thursday, March 13 (9:30-11:00) • HRC - Letters of Offer and FTE Calculations • Thursday, February 7 (9:30-11:30) • Monday, March 17 (2:00-4:00) • HRC - Unclassified Employment Processes • Monday, February 25 (1:30-3:30) • Wednesday March 19 (3:30-4:30) • Register with Human Resources at 5-4926 • PSUnity Diversity and Inclusion Workshop • Friday, Feb 22, 2008 (8:30 - 5:00) • PSUnity "Talking About Diversity" Workshop • Tuesday, April 15, 2008 (10:00 - 11:30 AM) • Register with the Diversity Office at odpi@pdx.edu

20. Benefits Update Joanne Clancy Benefits Manager Karen Garrison Benefits Coordinator

21. ASI Flex Reminder New Flexible Spending Account Administrator Send All 2007 and 2008 Claims to ASIFlex Find Out More - http://www.hrc.pdx.edu/

22. Legal Leave Updates - 1 FMLA – Family Medical Leave Act Unpaid, job-protected, mandatory benefits continue to be paid by PSU. Up to 12 weeks when a child, parent or spouse is on active duty in the Armed Forces or is called up for active duty in support of a contingency operation. Up to 26 weeks to take care of a child, parent or spouse who incurred an injury during military service when that injury results in the service-member being unable to perform his or her duties.

23. Legal Leave Updates - 2 OFLA – Oregon Family Leave Act Unpaid, job-protected leave without paid benefits Grandparents and grandchildren added as qualifying family members Workers' Compensation will not run concurrently with OFLA http://www.hrc.pdx.edu/

24. Retirement Fair February 21st from 10-2 in SMU 296 Special presentations in SMU 228 as follows: 10 am - OUS 11 am - TIAA-CREF Noon - Fidelity 1 pm - PERS on OPSRP (for those hired after August 2003)

25. AnnouncementvsAdvertisement Maria Eldred Academic Employment Manager

26. Announcement vs Advertisement • A draft of each of the following is required as an attachment for Permissions to Recruit (.50+ Unclassified Employees) • Position Descriptions for unclassified employees come in 4 forms: • AAUP templates for fixed-term teaching or research faculty • Supplemental Letters for tenure-related faculty • Position Analysis Forms for academic professionals • Position descriptions for unrepresented/excluded positions • At PSU, an announcement typically refers to the detailed position description which includes responsibilities, qualifications, application instructions, etc. and will be posted on our website. • At PSU, an advertisement typically refers to the brief column print ad for a newspaper or journal.

27. Action Plan for Preparing… • Start with developing your position description • See the unclassified search toolkit for help • Write your position announcement from your position description • Write your advertisement from your announcement • Optional templates will be available soon in the toolkit for both announcements and advertisements.

28. Position Announcements • There are many choices for what you may want to include in your announcement. • Required Elements: • Position Summary • Qualifications (minimum vs preferred) • Include background checks or valid driver’s licenses if they are required for the position • Application Instructions • Affirmative Action Statement • Optional Elements: • Detailed list of responsibilities • Compensation (pros & cons) • Descriptions of PSU, School/College, department philosophy, program goals, student population, Portland etc.

29. Consider using color in your listserve or email announcements. It will stand out from others postings without additional costs. • The Unclassified Search Toolkit Website will have templates available soon.

30. Print/Column Ads • Ad Drafts should be brief statements that capture the interest of potential candidates and sell your opening. • “a descriptive, thorough and creative posting headline (is important). After all, the actual content of a job posting becomes meaningless if no candidate clicks through the hyperlink to read the advertisement,” - HR Magazine • This shortened version also saves the department in advertising costs by directing candidates to the HR website for the full position announcement and instructions on how to apply.

31. Suggestion for Impact • The Oregonian keeps our reverse logo on file. It stands out on a page of column ads more than the regular black on white version.

32. Manual Check Information Kristin Smith Payroll Operations Supervisor

33. Manual Check Activity Report • Each Dean or Director Office will be given a summary report of the manual check activity generated for their departments from September through November of 2007.

35. Announcements • 2008 Payroll Calendar • If you have suggestions for HRascals Plus topics please email eldredm@pdx.edu • Next HRascals Meeting • Friday April 4, 2008, Multicultural Center SM228

36. Thank you !