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This training session covers the protocol for salary recoveries, including ongoing recoveries and one-time adjustments, as outlined in the November 2013 agenda. It introduces the updated functionalities in the Salary Recoveries Module, such as a new date/time stamp feature, changes in sort order, and the initiation of one-time adjustments for terminated employees. Key considerations for setting up salary recovery transactions are also discussed, including dealing with market supplements and base salary prioritization. Resources for further training are provided.
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Salary Recoveries & Overview of Adjustments November 2013
Agenda 2
Salary RecoveriesOnline Training UPK: • Create ongoing recovery • Create a one time recovery http://www.ucalgary.ca/enablement/training/tutorials 4
Salary RecoveriesModule Changes • Redirect of Department Credit • Date/Time Stamp on Recovery page • Initiate One-time Adjustment for Terminated EE • Auto terminate recoveries • Sort order on one time page (most recent first) 5
Salary RecoveriesSet-up Considerations General Guidelines: • HRR Journal: semi-monthly processing per pay calendar • Mid period changes will stop the recovery for the entire semi-monthly period • Mass updates for salary increases or benefit rate changes are processed centrally • When combined with other salary components, Market Supplements and Research Stipends will generally be recorded as Flat or Max. • When a multiple component recovery has a percent-balance of the compensation being recovered, set the base-salary as being the last priority that pays the percent-balance. 9
Salary RecoveriesSet-up Considerations A. 100% Salary Recovery • Example: 100% of salary and market supplement to one project. First priority is the market supplement @ 11.60% – FLAT Amt Second priority is balance of recovery, from base salary – PERCENT This setup will ensure that the recovery is automatically increased when the base-salary increases when merit or across-the-board is given. 10
Salary RecoveriesSet-up Considerations B. 100% Salary Recovery • Example: 100% of salary and market supplement. Maximum $50,000.00 to project, balance to AHS. First priority is the market supplement @ 11.60% – MAX Amt Second priorityis the remainder of the $50,000.00 recovered from base-salary – MAX Amt Third priority is the balance of recovery, which is the BASE-SALARY @ 20%. This setup will ensure that the recovery is automatically increased when the base-salary increases when merit or across-the-board is given. 12
Salary RecoveriesSet-up Considerations C. <100% Salary Recovery -funding is less than the 100% compensation (i.e. a balance is remaining) and is entirely a Flat or a Max, the setup would require a separate line for each salary component. • Example #1: Maximum $177,600.00 to one project (Salary and Market Supplement) First priority is the market supplement @ 11.60% – MAX Amt Second priority is base-salary @20% - MAX Amt 14
Salary RecoveriesSet-up Considerations C. <100% Salary Recovery • Example #2: Maximum $88,800.00 to Project 1 and Maximum $73,950.00 to Project 2 First priority is the full market supplement @ 11.60% – MAX Amt Second priority the remainder of the $88,800.00 recovered from base salary – MAX Amt Third priority is the $73,950.00 recovered from base salary – MAX Amt 16
Salary RecoveriesSet-up Considerations D. <100% Salary Recovery -funding is less than the 100% compensation (i.e. a balance is remaining) and the recovery is a percentage of the total salary, the recovery should be setup on multiple recovery ids. • Example #1: 50% recovery of Salary and Market Supplement. Formerly, this would have been setup under Recovery ID 02. Salary/MarkSup Now, setup under two recovery ids: Recovery ID Salary for 50% of salary Recovery ID Market Supp for 50% of market supplement 18
Salary RecoveriesSet-up Considerations E. 100% Salary Recovery • funding is greater than the 100% compensation and is entirely a Flat or a Max, the setup would require a separate line for each salary component • Example : Maximum $200,00.00 funding, and employee makes less than funding. First priority is the salary entered up to the max of employee’s compensation. Check the ‘Under-Max’ box, so that recoveries requiring manual updates at ATB and merit can be identified. 21
Salary RecoveriesWork Flow Ongoing Recoveries: • Project type - RSRCH (Fund 60) -Compliance and Eligibility • Project type <> RSRCH (Funds 70, etc.) -no workflow – automatic system approval • Third party billings (Account 12226) -Department owner (CR)
Salary RecoveriesWork Flow One-Time Recoveries: • Project type - RSRCH (Fund 60) -Compliance and Eligibility • Project type <> RSRCH (Funds 70, etc.) -no workflow – automatic system approval • Third party billings (Account 12226) -Department owner (CR) • Fund 10 (no Project) -Department owner (DR & CR)
Salary RecoveriesDecision Matrix Step 3:
Salary RecoveriesQuery Development CURRENT: • UC_FP_QA_ACTUALS_BY_EE • UC_FP_QA_ACTUALS_BY_EE_RET (actuals –HCM retro accounting) • UC_FP_QA_EARNINGS_BY_EE ** (HCM – actuals) • UC_PA_REC_ACTIVE (active recoveries) 31
Salary RecoveriesQuery Development UNDER DEVELOPMENT: (Current, Retro, Future Dated) • Full Listing (from module) • Duplicate salary components • Comparison: recovery to actual earnings • Retro or mid-period actions: • Terminations • Department change • Leaves: • LTD • Maternity, etc. 32
Salary RecoveriesQuery Development CURRENT, RETRO, FUTURE DATED: • Market Supplements and Research stipends • Terminations • Changes in $ • Job changes: • EE: UCALG to UCALT (change of appointment) • Compensation • % change in duties (ie) reduced duties • Auto-terminations – listing of 33
