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2014 Fall Appointments Fiona Harper Payroll Technician [email protected] Tricia Wimbish Talent Acquisition & Management Manager [email protected] 1

2014 Fall Appointments Fiona Harper Payroll Technician [email protected] Tricia Wimbish Talent Acquisition & Management Manager [email protected]

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Page 1: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

2014 Fall AppointmentsFiona Harper

Payroll [email protected]

Tricia WimbishTalent Acquisition & Management Manager

[email protected]

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Page 2: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Today’s TopicsNew Hires/Re-Hires Review

• New Hire Form• I9 Form• Selective Service Certification• Pre-Employment Background Check

Student and Short term appointment reviewNew LoA Contracts NTT Overload PositionsReappointment LoA and Reappointment Process

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Page 3: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

New Hire FormForm located at: http://www.montana.edu/hr/NewTermEmp/New%20Hire%20Form.docx

• Under New Employees/New Hire From

Send form to: [email protected] Purpose: To establish a new employee record in Banner for all NEW employeesFacilitates:

• GID creation• EPAF appointments• E-mail account establishment

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Page 4: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Human Resources role for New Hires

HR checks dedicated mailbox daily.

Calls department contact to obtain SSN and DOB if necessary.

Establishes employee record in PPAIDEN and PEAEMPL; • Please plan to allow one business day lead time.

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Page 5: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

I9 FormForm located at: http://www.montana.edu/hr/Taxes/I-9.pdf

• Read about I9 form (optional): www.uscis.gov/I-9central

Send form to: Human Resources via campus mail marked confidential. Must be completed in the first three days of employment.

Purpose: To establish eligibility to work in the US via proof of identity and employment authorization.

Facilitates:• Employee to begin work• Completion of employee record in Banner• Compliance with Department of Homeland Security policy

HR Contact:• William Johnson – 994-5661• [email protected]

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Page 6: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

I9 Keys to Success: Do’s 1. Print from newest version found on HR website and provide to employee2. Complete for all new employees3. Complete when rehiring prior MSU employees who have an I9 > 3 years old

and have had a break in services (Check SAIS reports or call HR if in doubt)4. Employees fill out Section 1 on the first day of employment5. Department fills out Section 2 no later than day three of employment 6. Verify one original document from List A, or one original document from

each List B and List C. All documents must be unexpired.7. Sign and date prior to mailing original to HR.8. Please coordinate with HR to identify an MSU-designated representative to

fill out Section 2 for out-of-area employees9. Mail to HR marked Confidential within 3 days of hire with other new hire

paperwork; faxed copies followed by the original are OK in a pinch. Never send I9 electronically.

10.Please call Human Resources with any questions.

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Page 7: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

I9 Keys to Success: Don’ts

1. Do Not photocopy list A, B, or C documents for either HR or Departmental use; the current exception is for Foreign Nationals only

2. Do not stipulate which documents an employee must provide; the employee is entitled to choose from list A, or lists B and C

3. Never send I9’s electronically; security first

4. Do not refuse to hire an individual based on a future expiration date

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Page 8: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Selective Service Certification

Required by Males only between 18-26 year of age. This includes student, classified, professional and temporary employees.

A form is no longer required to verify registration.

This has become an automated process. • If the employee has not registered with Selective Service an

automated email will be sent to the employee.• The employee will be given 30 days in which to comply with the

requirement and reminder emails will be sent out in a series with the final of the reminders also being copied to the employee’s supervisor.

• After 30 days, if the employee has not complied, HR will follow up with the department to begin termination of the employee.

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Page 9: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Pre-Employment Background Check Important Things to Remember

Employees (temporary and permanent) working more than 4 months. • Hiring authority may request background check for employees working

less than 4 months. • HR strongly recommends if employee is working in a safety or sensitive

area.• Pre-employment background check required prior to starting work. • After successful results, start date can be determined and offer letter

sent to employee. • Fixed Term Request paperwork must be approved prior to hire.• Employee who are changing jobs with background check more than 18

months old must have a new check run.• Any questions, contact your Personnel Associate.

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Page 10: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Appointment Information

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Page 11: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Process and Deadlines Professional contracts:

July reappointment – EPAF and LOA due in HR by Friday, July 18th for the August 11th payroll.

Fiscal Year Faculty (NTT):July Reappointment – EPAF and LOA due in HR by Friday, July 18th for the August 11th payroll.

AY Non Tenure Track Faculty:August reappointment – EPAF and LOA due in HR by August 20th for the September 11th payroll.

Students:New AY hires – Start date is September 1st EPAFs are due in HR by September 19th for the October 10th payroll.

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Page 12: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Student Employment All student appointments (4S position/ Suffix S1, S2, etc. ) begin September 1 – August 31

Eligibility for student employment: Must be enrolled in 1 or more credits

Summer student employment• Summer 2014 students may have a zero credit load as long as they were

enrolled in Spring 2014 with at least 1 credit

Student graduates and returns to work in the summer must be a short term worker.

If your student leaves before August 31, submit an early terminating EPAF • Eliminates WTE timecard from showing up in MyInfo and the possibility

of incorrect time being reported.

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Page 13: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Work Study Student Hires • Blue Work Study Certification Letter

• Completed by department• Submitted to Financial Aid• Submitted from Financial Aid to HR

• HR builds position manually – NO EPAF!

• All work study appointments (4S position/ Suffix 00 or 01) • REMINDER: Student labor uses suffixes S1, S2…• Suffix to be determined by Financial Aid

• Appointment begins with the semester start date in August 2014 and coincides with the dates on the Work Study Certification Letter.

• Generally, work study employment will be begin in the month in which the form has been approved and completed by financial aid. No back dating!

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Page 14: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Checking Student CreditsIn Banner, go to SFAREGQ form

Check credits by entering term code in key block: • 2014 Summer = 201450• 2014 Fall = 201470• 2015 Spring = 201530

Enter the employee GID

Control + Page Down

Look at the total credit hours at the bottom of the form

For access to SFAREGQ, email your payroll technician who will assist you.

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Page 15: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Checking Student Credits

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Page 16: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Short Term Worker Appointments

Employee taking zero credits

Student who has graduated in the spring and will work through the summer

Start and end date of appointment are actual hire and end dates

May be appointed up to 12 months

Can only work a total of 90 days regardless of number of short term worker appointments the employees has with any department during a 12 month period.

1 hour worked in the day = 1 day

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Page 17: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Student or Short Term Worker?http://www.montana.edu/hr/EPAF/StudentvsShortTerm.pdf

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Page 18: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

New LoA Contracts

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Page 19: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Contract vs EPAF Effective Dates

Academic Year/Semester FacultySemester EPAF Dates Contract DatesFall 08/01/2014 - 12/31/2014 08/16/2014 – 12/31/2014Spring 01/01/2015 - 05/31/2015 01/01/2015 – 05/15/2015Full AY 08/01/2014 - 05/31/2015 08/16/2014 – 05/15/2015

Fiscal Year FacultyEffective Date: 07/01/2014 (reappointment)Effective Date outside reappointment: actual hire date

Professional/ResearchEffective Date: 07/01/2014 (reappointment)Effective Date outside reappointment: actual hire date

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Page 20: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

How to calculate an employee’s salary

Full AY Salary @ 1.0 FTE = $30,000• 10 month salary rate = $30,000 / 10 = $3,000• 9 month salary rate = $30,000 / 9 = $3,333.33

One AY Semester @ 1.0 FTE = $25,000• Monthly salary rate = $25,000 / 5 = $5,000

Full AY Salary @ .45 FTE = $30,000 * .45 = $13,500• 10 month salary rate = $13,500 / 10 = $1,350• 9 month salary rate = $13,5000 / 9 = $1,500

One AY Semester @ .75 FTE = $30,000 * .75 = $22,500• Monthly salary rate = $22,500 / 5 = $4,500

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Page 21: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Employee starting Mid MonthProfessional employee ‘A’ hired May 8 at a .45 FTE.

• FY salary at 1.0 FTE would = $50,000• Salary at .45 FTE = $22,500• Salary per month = $1,875

• May has a total of 23 working days in the month• Employee ‘A’ worked 18 of the possible 23 days

• How to calculate employees salary for the month of May • 18 / 23 = 78.86%• $1,875 x 78.86% = $1,467.39

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Page 22: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Employee who changes FTE mid month

Faculty employee ‘B’ started the month at a .56 FTE and was increased to a .80 FTE on April 12.

• Monthly salary at .56 FTE = $2,000• 21 possible working days in the month

• Worked 8 of the possible 21 @ .56 FTE• Salary: 8 / 21 = 38.095% x $2,000 = $761.90

• Monthly salary at .80 FTE = $2,857.14• Calculated: $2,000 / .56 = $3,571.43 x .80 = $2,857.14

• Worked 13 of the possible 21 @ .80 FTE• Salary: 13 / 21 = 61.90% x $2,857.14 = $1,768.71

Total Salary for the month: $761.90 + $1,768.71 = $2,530.61

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Page 23: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

Letter of Appointment (LoA)

Always use the current templates located directly off of HR websites.

• Professional Recruitment – Staff & Faculty (http://www.montana.edu/hr/aa/forms.html)

• All Forms (http://www.montana.edu/hr/Forms.html) http://www.montana.edu/hr/aa/forms.htmlhttp://www.montana.edu/hr/Forms.htmlhttp://www.montana.edu/hr/Forms.html

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Page 24: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

RemindersResearch Salary Floors

• http://www.montana.edu/equity/resources.html

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New Letter of Hire for Tenure Faculty• http://www.montana.edu/hr/aa/forms.html

Page 25: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

AY/FY 2015 Reappointment EPAFs• When to use a reappointment EPAF

• New LOA with no changes to the appointment (such as FTE, Salary…)• Any reappointment making changes – use corresponding regular hiring

epaf that corresponds to the appointment of the employee.• Why use an epaf for reappointment?

• Expedite processing for employee and department.• Ensures employee’s records will be reviewed for benefit eligibility

• How will they be processed?• Reappointment EPAFs will be mass loaded upon receipt in HR. • No more waiting on paper contracts to make their way through the

approval process before being entered.• LOAs will be matched in NBAJOBS by your Payroll Technician once

received.

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Page 26: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

FY 2015 Reappointment EPAF

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Page 27: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

FY 2015 Reappointment EPAF

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Page 28: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

AY 2015 Reappointment EPAF

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Page 29: 2014 Fall Appointments Fiona Harper Payroll Technician fiona.harper@montana.edu Tricia Wimbish Talent Acquisition & Management Manager tricia.wimbish@montana.edu

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