Salary Recoveries & Overview of Adjustments November 2013

Agenda

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Online Resources – UPK Overview

Setting up a Recovery transaction -examples

Review of Workflow

Salary and Benefit Adjustments

Review Queries in progress

Questions

Module Overview

Salary RecoveriesOnline Training

UPK:

Create ongoing recovery Create a one time recovery

http://www.ucalgary.ca/enablement/training/tutorials

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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)

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Salary RecoveriesOngoing

Salary RecoveriesOne-Time Adjustment

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Setting up a Salary Recovery transaction

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.

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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.

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Salary RecoveriesSet-up Considerations

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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 priority is 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.

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Salary RecoveriesSet-up Considerations

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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 AmtSecond priority is base-salary @20% - MAX Amt

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Salary RecoveriesSet-up Considerations

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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

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Salary RecoveriesSet-up Considerations

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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 salaryRecovery ID Market Supp for 50% of market supplement

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Salary RecoveriesSet-up Considerations

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Salary RecoveriesSet-up Considerations

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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.

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Salary RecoveriesSet-up Considerations

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Workflow Overview

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 Adjustments Matrix

Salary AdjustmentsDecision Matrix

Step 1:

Salary AdjustmentsDecision Matrix

Step 2:

Salary RecoveriesDecision Matrix

Step 3:

Queries

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)

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Salary RecoveriesQuery Development

UNDER DEVELOPMENT: (Current, Retro, Future Dated)

1. Full Listing (from module)2. Duplicate salary components3. Comparison: recovery to actual earnings4. Retro or mid-period actions:

1. Terminations2. Department change

5. Leaves:1. LTD2. Maternity, etc.

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Salary RecoveriesQuery Development

CURRENT, RETRO, FUTURE DATED:1. Market Supplements and Research stipends

1. Terminations2. Changes in $

2. Job changes:1. EE: UCALG to UCALT (change of appointment)2. Compensation3. % change in duties (ie) reduced duties4. Auto-terminations – listing of

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ResourcesQuestions