Samford University New Employee Orientation. ETHICSPOINT Samford University has set up a phone and Internet- based reporting system which will allow people

Samford UniversitySamford University

New Employee OrientationNew Employee Orientation

ETHICSPOINTETHICSPOINT

Samford University has set up a phone and Samford University has set up a phone and Internet-based reporting system which will allow Internet-based reporting system which will allow people to report issues or concerns in a totally people to report issues or concerns in a totally anonymous and confidential manner. anonymous and confidential manner.

866-384-4277866-384-4277 Human Resources websiteHuman Resources website Samford Portal under Quick LinksSamford Portal under Quick Links

ETHICSPOINTETHICSPOINTEthicsPoint can be used to anonymously report:EthicsPoint can be used to anonymously report: Ethical violations relating to accounting or financeEthical violations relating to accounting or finance TheftTheft HarassmentHarassment DiscriminationDiscrimination ConspiracyConspiracyHow can employees have confidence and provide How can employees have confidence and provide

assurance regarding their anonymity?assurance regarding their anonymity? Reports are protected by the latest encryption Reports are protected by the latest encryption

technology.technology. EthicsPoint does not track or capture screen names or EthicsPoint does not track or capture screen names or

computer address (no cookies)computer address (no cookies) Reports are never emailed, faxed or mailed and are Reports are never emailed, faxed or mailed and are

only made available to trained personnelonly made available to trained personnel

Lynda.comLynda.com

Online software training accessible via Online software training accessible via the Samford portal and the HR websitethe Samford portal and the HR website

Offers training in:Offers training in:

– Business Applications (i.e. MS Office)Business Applications (i.e. MS Office)– DesignDesign– DeveloperDeveloper– Home ComputingHome Computing– Plus Creative InspirationsPlus Creative Inspirations

NO HARASSMENT POLICYNO HARASSMENT POLICYSamford University does not and will not tolerate harassment of Samford University does not and will not tolerate harassment of

our employees. The term harassment includes, but not our employees. The term harassment includes, but not limited to:limited to:

SlursSlurs JokesJokes PranksPranks Signs & other verbal graphic or physical conduct relating to an Signs & other verbal graphic or physical conduct relating to an

individual’s individual’s – RaceRace– ColorColor– SexSex– National originNational origin– CitizenshipCitizenship– AgeAge– DisabilityDisability

Sexual advancesSexual advances Requests for sexual favorsRequests for sexual favors Unwelcome or offensive touching or any other verbal graphic or Unwelcome or offensive touching or any other verbal graphic or

physical conduct due to a sexual naturephysical conduct due to a sexual nature

NO HARASSMENT NO HARASSMENT

Report such conduct to:Report such conduct to: Your immediate supervisorYour immediate supervisor Your supervisor’s immediate supervisorYour supervisor’s immediate supervisor Director of Human Resources Director of Human Resources Do not assume that the University’s Do not assume that the University’s

management is aware that a problem management is aware that a problem exists.exists.

It is the employee’s responsibility to It is the employee’s responsibility to bring a complaint and concerns to bring a complaint and concerns to management’s attention so that it management’s attention so that it can be resolved.can be resolved.

WORKER’S COMPENSATIONWORKER’S COMPENSATION

Under Samford University policy, workers who are Under Samford University policy, workers who are injured at the workplace or in the course of injured at the workplace or in the course of employment must report the injury to their employment must report the injury to their supervisor.supervisor.

An employee with an injury will be required to An employee with an injury will be required to undergo a drug test and if impaired, may not be undergo a drug test and if impaired, may not be paid benefits under the Alabama Worker’s paid benefits under the Alabama Worker’s Compensation Law. In addition, the employee’s Compensation Law. In addition, the employee’s continued employment may be jeopardized.continued employment may be jeopardized.

Refusal to take a urine or blood drug test after an Refusal to take a urine or blood drug test after an accident will forfeit your rights to recover accident will forfeit your rights to recover benefits.benefits.

DRUG FREE WORKPLACEDRUG FREE WORKPLACE It is the policy of Samford University that the unlawful It is the policy of Samford University that the unlawful

manufacture, distribution, dispensation, possession or use of a manufacture, distribution, dispensation, possession or use of a controlled substance in Samford University’s workplace is controlled substance in Samford University’s workplace is prohibited.prohibited.

Violators will be disciplined, terminated or requested to Violators will be disciplined, terminated or requested to participate in a rehabilitation program.participate in a rehabilitation program.

The term controlled substance includes but is not limited The term controlled substance includes but is not limited to:to:– HeroinHeroin– MarijuanaMarijuana– CocaineCocaine– PCPPCP– ““Crack”Crack”– Legal drugs not prescribed by a licensed physicianLegal drugs not prescribed by a licensed physician

Employees are required by law to report to Samford University Employees are required by law to report to Samford University within five (5) days of the date of any conviction of any federal or within five (5) days of the date of any conviction of any federal or state criminal drug statute where violation occurred on Samford state criminal drug statute where violation occurred on Samford University’s premises.University’s premises.

Employee Email Distribution Employee Email Distribution ListsLists

The University has numerous distribution The University has numerous distribution lists available for discussion and lists available for discussion and communication. They are as follows:communication. They are as follows:Employee – LEmployee – LFaculty – LFaculty – LStaff – LStaff – LAnnounce – LAnnounce – LClassifiedsClassifiedsDiscussDiscuss


List Purpose Membership Users can unsubscribe?

EMPLOYEE-L Distribution of University business related information to Samford employees.

All faculty and staff

No

Faculty-l Distribution of job related information to Samford faculty.

All faculty No

Staff-l Distribution of job related information to Samford staff.

All staff No

Announce-l Distribution of announcements of interest to the Samford community.


Yes

Classifieds Distribution of classified advertisements to the Samford community.


Yes

Discuss Distribution of discussions of interest to the Samford community.


Yes

Employee Distribution ListsEmployee Distribution Lists

The Employee – L list should only be used for The Employee – L list should only be used for official University business related matters. official University business related matters.

Non-business related matters should use Non-business related matters should use Announce – L, Classifieds, or Discuss, Announce – L, Classifieds, or Discuss, depending on what is appropriate for the depending on what is appropriate for the topic.topic.

We ask that care be given when using We ask that care be given when using “Reply All” in outlook for Employee – L “Reply All” in outlook for Employee – L messages, as those responses are sent to messages, as those responses are sent to both the sender and the list. both the sender and the list.


To unsubscribe from Announce, To unsubscribe from Announce, Classifieds, or Discuss:Classifieds, or Discuss:Follow the instructions at the bottom Follow the instructions at the bottom of the email you received or,of the email you received or,Contact the Help Desk at 726-2662 or Contact the Help Desk at 726-2662 or [email protected]@samford.edu

Email SignatureEmail Signature

Samford’s university-wide email Samford’s university-wide email signature template should be used for signature template should be used for all email communicationsall email communicationsMaintains consistency Maintains consistency Allows for user personalizationAllows for user personalization

– Inclusion of mobile phone numberInclusion of mobile phone number– Samford-related personal websiteSamford-related personal website– Major university brand marksMajor university brand marks

Creating Your Samford Creating Your Samford SignatureSignature

Use the following link to create your Use the following link to create your personal email signature:personal email signature:

http://samford.edu/communication/signature.aspx

Samford 403b PlanSamford 403b Plan

All employees are eligible to defer All employees are eligible to defer into a 403b plan immediately upon into a 403b plan immediately upon hire subject to IRS statutory hire subject to IRS statutory maximums.maximums.

We have two providers that you can We have two providers that you can choose from: Fidelity and TIAA-CREFchoose from: Fidelity and TIAA-CREF

Samford 403b PlanSamford 403b Plan

You may set aside pre-tax (traditional) You may set aside pre-tax (traditional) and/or post tax (Roth) dollars to your and/or post tax (Roth) dollars to your individual account. individual account.

You may begin deferrals to an You may begin deferrals to an account at any time and you may account at any time and you may discontinue your deferrals to that discontinue your deferrals to that account at any time. account at any time.

Only full-time employees are eligible Only full-time employees are eligible for the match/contribution.for the match/contribution.

Campus MapCampus Map

Employee Parking DecalEmployee Parking Decal

These instructions are also in your packet.These instructions are also in your packet. You will need your license plate # to register You will need your license plate # to register

for your permit. for your permit. 1. Please log in to Banner. Go to the Employee tab. 1. Please log in to Banner. Go to the Employee tab. 2. Scroll down to the bottom of the list to 2. Scroll down to the bottom of the list to

“Employee Parking Permits.” “Employee Parking Permits.” 3. Enter in tag # and make of vehicle. Click 3. Enter in tag # and make of vehicle. Click

continue. continue. 4. Enter in the model of vehicle. Click continue. 4. Enter in the model of vehicle. Click continue. 5. Your permit will come in your Samford 5. Your permit will come in your Samford

department mail. department mail.

Employee Parking DecalEmployee Parking Decal The permit should go on the driver’s side lower The permit should go on the driver’s side lower

left , front windshield. left , front windshield. You also will see Parking FAQ’s in case you have You also will see Parking FAQ’s in case you have

questions regarding parking on campus or you can questions regarding parking on campus or you can email Transportation Services directly at email Transportation Services directly at [email protected]. [email protected].

Employees are permitted to receive two permits for Employees are permitted to receive two permits for two different vehicles. The permits are two different vehicles. The permits are repositionable and will not permanently adhere to repositionable and will not permanently adhere to your window. If you need to update your vehicle your window. If you need to update your vehicle information please contact Transportation Services information please contact Transportation Services by emailing [email protected] or calling 4146. by emailing [email protected] or calling 4146.

Personal InformationPersonal Information

Direct Deposit FormDirect Deposit Form

Payroll Advice FormPayroll Advice Form

Example Pay AdviceExample Pay Advice

ATTENDANCE REPORTATTENDANCE REPORT

Monthly Payroll ScheduleMonthly Payroll Schedule

BW Payroll ScheduleBW Payroll Schedule

A-4 Form A-4 Form

W-4 FormW-4 Form

Check ListCheck List

Benefits SummaryBenefits Summary

Health and Dental PlanHealth and Dental Plan The provider for our health and dental plans is The provider for our health and dental plans is

Blue Cross Blue Shield of AlabamaBlue Cross Blue Shield of Alabama The plans are PPO plans. This means you may The plans are PPO plans. This means you may

visit any doctor of your choosing within the BCBS visit any doctor of your choosing within the BCBS preferred provider network without a referral. preferred provider network without a referral.

To find an in-network provider, go to BCBSAL.com To find an in-network provider, go to BCBSAL.com and click on the Find a Doctor link.and click on the Find a Doctor link.

You are allowed to visit out-of-network providers, You are allowed to visit out-of-network providers, however to receive the maximum benefit try to however to receive the maximum benefit try to visit preferred providers. visit preferred providers.

SPDs for both the health and dental plan are SPDs for both the health and dental plan are included on your thumb drive. included on your thumb drive.

Health and Dental Plan Health and Dental Plan

Coverage is effective upon your full Coverage is effective upon your full time hire date. time hire date.

You have 30 days from your full time You have 30 days from your full time hire date in which to enroll in coverage. hire date in which to enroll in coverage.

There are three levels of coverage There are three levels of coverage offered:offered:– IndividualIndividual– Two-person (employee + one dependent)Two-person (employee + one dependent)– Family (employee + two or more Family (employee + two or more

dependents)dependents)

Health and Dental RatesHealth and Dental Rates 2014 Rates:2014 Rates:

Monthly Paid EmployeesMonthly Paid Employees– Individual Coverage: $123.50/monthIndividual Coverage: $123.50/month– 2Person Coverage: $249.75/month2Person Coverage: $249.75/month– Family Coverage: $290.75/monthFamily Coverage: $290.75/month

BiWeekly Paid EmployeesBiWeekly Paid Employees– Individual Coverage: $61.75/pay periodIndividual Coverage: $61.75/pay period– 2Person Coverage: $124.87/pay period2Person Coverage: $124.87/pay period– Family Coverage: $145.37/pay periodFamily Coverage: $145.37/pay period

Please note that deductions of the BiWeekly payroll Please note that deductions of the BiWeekly payroll are deducted from 24 paychecks per year.are deducted from 24 paychecks per year.

Health PlanHealth Plan

Physician co-pay is $25.00 for primary care Physician co-pay is $25.00 for primary care physician and $40.00 for specialist physician.physician and $40.00 for specialist physician.

Primary care physician includes: Internist, Family Primary care physician includes: Internist, Family Care doctor, OBGYN, Pediatrician.Care doctor, OBGYN, Pediatrician.

Examples of specialist physician: ENT, Examples of specialist physician: ENT, Gastroenterologist, Dermatologist Gastroenterologist, Dermatologist

The major medical deductible is $350 per person The major medical deductible is $350 per person with a maximum of $1,050 per family. This with a maximum of $1,050 per family. This deductible is calendar year.deductible is calendar year.

Prescription CoveragePrescription Coverage Prescription drug coverage is included in the Prescription drug coverage is included in the

health planhealth plan It is a point of sale prescription plan. This It is a point of sale prescription plan. This

means you pay for prescription at time of means you pay for prescription at time of sale and then file for reimbursement with sale and then file for reimbursement with BCBS.BCBS.

Reimbursement scheduleReimbursement schedule– 100% for generic100% for generic– 80% for preferred name brand, after deductible 80% for preferred name brand, after deductible

has been methas been met– 60% for non-preferred name brand, after 60% for non-preferred name brand, after

deductible has been metdeductible has been met– 50% for specialty, after deductible has been met50% for specialty, after deductible has been met

Prescription CoveragePrescription Coverage

To receive the reimbursement you To receive the reimbursement you must have your prescriptions filled at must have your prescriptions filled at a participating pharmacy. There is a participating pharmacy. There is no reimbursement when you go out no reimbursement when you go out of network. of network.

To find a participating pharmacy, go To find a participating pharmacy, go to BCBSAL.com and click on the link, to BCBSAL.com and click on the link, Find A Pharmacy. Find A Pharmacy.

How to File Drug Claims How to File Drug Claims OnlineOnline

Vision CoverageVision Coverage

Vision coverage is also included in the Vision coverage is also included in the health planhealth plan

Covers routine vision careCovers routine vision care Pays 80% of the allowed amount with Pays 80% of the allowed amount with

no deductibleno deductible Coverage limited to $200.00 per Coverage limited to $200.00 per

person each 24-month period. The 24 person each 24-month period. The 24 month period is from the time the month period is from the time the benefit is used. benefit is used.

DentalDental

Plan provides for two routine cleanings Plan provides for two routine cleanings per year with no deductible, no co-payper year with no deductible, no co-pay

$25 deductible for non-routine services$25 deductible for non-routine services Coverage is limited to a total of Coverage is limited to a total of

$1000.00 per member per year$1000.00 per member per year Orthodontia coverage is available for Orthodontia coverage is available for

dependents age 19 and under. dependents age 19 and under. Coverage is limited to $2000 total. Coverage is limited to $2000 total.

AirMedAirMed

If you are hospitalized more than 150 If you are hospitalized more than 150 air miles from home, Air Medical air miles from home, Air Medical Services provides air ambulance Services provides air ambulance transport to a hospital near your transport to a hospital near your home. home.

Individuals and family members Individuals and family members covered by the health plan are also covered by the health plan are also eligible for Air Medical Services.eligible for Air Medical Services.

Eligibility is verified prior to providing Eligibility is verified prior to providing services. services.

Air MedAir Med

Areas of the world that the US State Areas of the world that the US State Department has issued travel Department has issued travel restrictions or declared a high risk restrictions or declared a high risk are subject to exclusion.are subject to exclusion.

A member with simple injuries or A member with simple injuries or mild illness, which can be treated by mild illness, which can be treated by a local doctor and does not require a local doctor and does not require hospitalization does not qualify for hospitalization does not qualify for air medical transport. air medical transport.

BCBS Application – Due 30 BCBS Application – Due 30 days from your full time hire days from your full time hire

datedate

VSP Vision CareVSP Vision Care VSP Vision Care is an optional vision VSP Vision Care is an optional vision

plan available to all full time plan available to all full time employees. employees.

You do not have to be a participant in You do not have to be a participant in the Samford BCBS plan to participate the Samford BCBS plan to participate in the VSP Vision Care Plan. in the VSP Vision Care Plan.

If you do enroll in the Samford BCBS If you do enroll in the Samford BCBS plan the VSP benefits would be in plan the VSP benefits would be in addition to the vision benefits provided addition to the vision benefits provided in the BCBS plan. in the BCBS plan.

VSP Vision CareVSP Vision Care 2014 Rates:2014 Rates:

Monthly Paid EmployeesMonthly Paid Employees– Individual Coverage: $7.39/monthIndividual Coverage: $7.39/month– 2Person Coverage: $14.78/month2Person Coverage: $14.78/month– Family Coverage: $23.80/monthFamily Coverage: $23.80/month

BiWeekly Paid EmployeesBiWeekly Paid Employees– Individual Coverage: $3.70/pay periodIndividual Coverage: $3.70/pay period– 2Person Coverage: $7.39/pay period2Person Coverage: $7.39/pay period– Family Coverage: $11.90/pay periodFamily Coverage: $11.90/pay period

Please note that deductions of the BiWeekly Payroll Please note that deductions of the BiWeekly Payroll are deducted from 24 paychecks per year.are deducted from 24 paychecks per year.

VSP Vision CareVSP Vision Care

The VSP Vision Care Plan provides for:The VSP Vision Care Plan provides for:– Well Vision Exam once every calendar Well Vision Exam once every calendar

year, subject to a $20 co-pay when using a year, subject to a $20 co-pay when using a VSP doctor.VSP doctor.

– Prescription Glasses, subject to a $20.00 Prescription Glasses, subject to a $20.00 co-pay when using a VSP doctorco-pay when using a VSP doctor Lenses every calendar yearLenses every calendar year Frames every other calendar year (up to $150 Frames every other calendar year (up to $150

allowance for a wide selection of frames)allowance for a wide selection of frames)


The VSP Vision Care Plan provides The VSP Vision Care Plan provides for:for:– Contacts (instead of glasses) every Contacts (instead of glasses) every

calendar yearcalendar year Up to a $60 co-pay for your contact lens Up to a $60 co-pay for your contact lens

exam (fitting and evaluation)exam (fitting and evaluation) Up to $150 allowance for contactsUp to $150 allowance for contacts


Extra Savings and DiscountsExtra Savings and Discounts– 20-25% savings on non-covered lens 20-25% savings on non-covered lens

optionsoptions– 20% off additional glasses and sunglasses, 20% off additional glasses and sunglasses,

including lens options, from any VSP including lens options, from any VSP provider within 12 months of your Well provider within 12 months of your Well Vision ExamVision Exam

– Average of 15% off the regular price or Average of 15% off the regular price or 5% off the promotional price of laser 5% off the promotional price of laser vision correction from contracted facilitiesvision correction from contracted facilities


If you use a provider other than a If you use a provider other than a VSP doctor:VSP doctor:– Exams covered up to $45Exams covered up to $45– Single Vision Lenses covered up to $30Single Vision Lenses covered up to $30– Lined Bifocal Lenses covered up to $50Lined Bifocal Lenses covered up to $50– Lined Trifocal Lenses covered up to $10Lined Trifocal Lenses covered up to $10– Frames covered up to $70Frames covered up to $70– Contacts covered up to $105Contacts covered up to $105


Life InsuranceLife Insurance

Basic group life coverage in the Basic group life coverage in the amount of 2.5 times salary is amount of 2.5 times salary is provided for all full time employees provided for all full time employees of the University.of the University.

Premium is paid by SamfordPremium is paid by Samford Carrier is Reliastar/INGCarrier is Reliastar/ING

Accidental Death and Accidental Death and Dismemberment PolicyDismemberment Policy

AD&D coverage in the amount of 2.5 AD&D coverage in the amount of 2.5 times salary is provided for all full times salary is provided for all full time employees of the University.time employees of the University.

Premium is paid by SamfordPremium is paid by Samford Carrier is Chubb Insurance GroupCarrier is Chubb Insurance Group

Dependent Life InsuranceDependent Life Insurance

Dependent life insurance in the Dependent life insurance in the amount of $2,000.00 is available for amount of $2,000.00 is available for all full time employees. all full time employees.

Premium is paid for by Samford.Premium is paid for by Samford. Eligible dependents are spouses and Eligible dependents are spouses and

children age 18 and under or age 23 children age 18 and under or age 23 and under if full time student. and under if full time student.

Long Term Disability (LTD)Long Term Disability (LTD)

Available to all full time employees. Available to all full time employees. Carrier is Lincoln FinancialCarrier is Lincoln Financial Premium is paid for by the UniversityPremium is paid for by the University If you are sick or disabled, after a period If you are sick or disabled, after a period

of 90 days of continuous disability you will of 90 days of continuous disability you will be eligible to receive a monthly benefit. be eligible to receive a monthly benefit.

Benefit is 60% of your pre-disability Benefit is 60% of your pre-disability earnings, reduced by other income earnings, reduced by other income benefits such as Social Security disability. benefits such as Social Security disability.

Optional Life InsuranceOptional Life Insurance

Have 30 days to enrollHave 30 days to enroll Carrier is Reliastar/INGCarrier is Reliastar/ING Can enroll in optional employee life, Can enroll in optional employee life,

spousal life and/or dependent lifespousal life and/or dependent life To enroll in additional spouse and/or To enroll in additional spouse and/or

dependent life, must also enroll in dependent life, must also enroll in optional employee life.optional employee life.

Optional Employee LifeOptional Employee Life You may enroll in optional employee life up You may enroll in optional employee life up

to a maximum of $500,000 of coverage in to a maximum of $500,000 of coverage in increments of $10,000.increments of $10,000.

The guaranteed issue amount is $100,000. The guaranteed issue amount is $100,000. Any amount over $100,000 is subject to Any amount over $100,000 is subject to evidence of insurability.evidence of insurability.

The premium is age based. Scale is The premium is age based. Scale is included on the Notes for Optional Life included on the Notes for Optional Life Insurance form.Insurance form.

The premium is an after-tax deduction on The premium is an after-tax deduction on your paycheck. Because of this, the your paycheck. Because of this, the insurance may be discontinued at any time. insurance may be discontinued at any time.

Optional Spousal LifeOptional Spousal Life You may enroll in optional spousal life up to a You may enroll in optional spousal life up to a

maximum of $500,000 of coverage in increments maximum of $500,000 of coverage in increments of $10,000.of $10,000.

The guaranteed issue amount is $50,000. Any The guaranteed issue amount is $50,000. Any amount over $50,000 is subject to evidence of amount over $50,000 is subject to evidence of insurability.insurability.

The premium is age based. Scale is included on The premium is age based. Scale is included on the Notes for Optional Life Insurance form.the Notes for Optional Life Insurance form.

Remember to enroll in this coverage, you must Remember to enroll in this coverage, you must enroll in at least $10,000 of optional employee enroll in at least $10,000 of optional employee life.life.

Please note, the amount of optional spousal life Please note, the amount of optional spousal life must be equal to or less than the amount of must be equal to or less than the amount of optional employee life.optional employee life.

Optional Dependent LifeOptional Dependent Life You may enroll in optional dependent life up You may enroll in optional dependent life up

to a maximum of $10,000 of coverage in to a maximum of $10,000 of coverage in increments of $5,000.increments of $5,000.

The premium for $5000 of coverage is $1.00 The premium for $5000 of coverage is $1.00 per month and the premium for $10,000 of per month and the premium for $10,000 of coverage is $2.00 per month.coverage is $2.00 per month.

This insurance is for dependents age 18 and This insurance is for dependents age 18 and under or age 23 and under if the dependent is under or age 23 and under if the dependent is a full time student.a full time student.

Remember to enroll in this coverage you Remember to enroll in this coverage you must enroll in at least $10,000 in optional must enroll in at least $10,000 in optional employee life. employee life.

Optional AD&D InsuranceOptional AD&D Insurance

You may enroll in optional accidental You may enroll in optional accidental death and dismemberment insurance death and dismemberment insurance (AD&D) up to a maximum of (AD&D) up to a maximum of $500,000 in increments of $1,000.$500,000 in increments of $1,000.

Amounts in excess of $250K cannot Amounts in excess of $250K cannot exceed 10 times your salary.exceed 10 times your salary.

The premiums are 1.9 cents per The premiums are 1.9 cents per $1000 for individual coverage and 3 $1000 for individual coverage and 3 cents per $1000 for family coverage.cents per $1000 for family coverage.

Life Insurance Enrollment Life Insurance Enrollment FormForm

Business Travel Business Travel

Samford University provides, at no Samford University provides, at no cost to its employees, a benefit in cost to its employees, a benefit in the event of your death while the event of your death while traveling on University business. traveling on University business.

The benefit for full-time employees is The benefit for full-time employees is based on your position and annual based on your position and annual salary and ranges from $200,000 to salary and ranges from $200,000 to $500,000.$500,000.

Medical Spending AccountMedical Spending Account Allows you to set aside pre-tax dollars for medical Allows you to set aside pre-tax dollars for medical

expenses. expenses. You may elect to have up to $2500.00 set aside for the You may elect to have up to $2500.00 set aside for the

2014 plan year2014 plan year Examples of eligible expenses are co-pays, Examples of eligible expenses are co-pays,

deductibles, and prescriptions. deductibles, and prescriptions. You have 30 days from your hire date to enroll in this You have 30 days from your hire date to enroll in this

coverage. Next time you may enroll will be during coverage. Next time you may enroll will be during open enrollment. open enrollment.

If you enroll, make sure to estimate your expenses If you enroll, make sure to estimate your expenses carefully. Any amount over $500 that is left in the carefully. Any amount over $500 that is left in the account at the end of the year will be forfeited. account at the end of the year will be forfeited.

Amounts of $500 or less can be rolled in the 2015 plan Amounts of $500 or less can be rolled in the 2015 plan year.year.

Medical Spending Account Form – Due 30 Medical Spending Account Form – Due 30 days from full time hire datedays from full time hire date

Dependent Care Spending Dependent Care Spending AccountAccount

Allows you to set aside pre-tax dollars for Allows you to set aside pre-tax dollars for dependent care expenses. dependent care expenses.

You may elect to have up to $5000.00 set aside You may elect to have up to $5000.00 set aside for the 2014 plan yearfor the 2014 plan year

Examples of eligible expenses are payments for Examples of eligible expenses are payments for daycare and in-home care for your dependents. daycare and in-home care for your dependents.

You have 30 days from your hire date to enroll in You have 30 days from your hire date to enroll in this coverage. Next time you may enroll will be this coverage. Next time you may enroll will be during open enrollment. during open enrollment.

If you enroll, make sure to estimate your If you enroll, make sure to estimate your expenses carefully. Any money left in the expenses carefully. Any money left in the account at the end of the year will be forfeited. account at the end of the year will be forfeited.

Dependent Care Spending Form – Due 30 Dependent Care Spending Form – Due 30 days from full time hire datedays from full time hire date

Samford University 403b Samford University 403b PlanPlan

All employees are eligible to defer All employees are eligible to defer into a 403b plan immediately upon into a 403b plan immediately upon hire subject to IRS statutory hire subject to IRS statutory maximums.maximums.

Contributions by the University are Contributions by the University are applied to individual annuities or applied to individual annuities or accounts by TIAA-CREF and Fidelity accounts by TIAA-CREF and Fidelity Investments. Investments.


You may set aside pre-tax You may set aside pre-tax (traditional) and/or post tax (Roth) (traditional) and/or post tax (Roth) dollars to your individual account. dollars to your individual account.

We have two providers that you can We have two providers that you can choose from: Fidelity and TIAA-CREFchoose from: Fidelity and TIAA-CREF

You may defer to an account at any You may defer to an account at any time and you may discontinued your time and you may discontinued your deferrals to that account at any time. deferrals to that account at any time.


While you may contribute to the While you may contribute to the 403b Plan immediately after 403b Plan immediately after employment, full-time participants employment, full-time participants will be eligible to enter the plan for will be eligible to enter the plan for an employer match and contribution an employer match and contribution on the first January 1 or July 1 on the first January 1 or July 1 following one year of service following one year of service requirement and attainment of age requirement and attainment of age 21.21.


Once you have met the eligibility Once you have met the eligibility requirements, Samford will make a requirements, Samford will make a $1 for $1 match of all employee $1 for $1 match of all employee contributions up to 3% of pay. contributions up to 3% of pay.

This match is vested at the rate of This match is vested at the rate of 20% per year. 20% per year.


The contribution rate is tied to years The contribution rate is tied to years of service pursuant to the following of service pursuant to the following schedule:schedule:

YEARS OF PARTICIPATION

CONTRIBUTION RATE

1-3 2%

4-6 3.5%

7+ 5%


The contribution is applied annually on The contribution is applied annually on 12/31, after you have met eligibility 12/31, after you have met eligibility requirements. requirements.

You must be employed on 12/31 to receive You must be employed on 12/31 to receive the contribution. the contribution.

The contribution is vested at the rate of The contribution is vested at the rate of 20% per year. 20% per year.

Employee Tuition Benefit Employee Tuition Benefit (ETB)(ETB)

You may use the ETB to obtain an undergraduate or You may use the ETB to obtain an undergraduate or master’s degree here at Samford tuition free as a master’s degree here at Samford tuition free as a full time employee. full time employee.

Your spouse and dependent children may use the Your spouse and dependent children may use the ETB to obtain an undergraduate degree at Samford. ETB to obtain an undergraduate degree at Samford. Tuition remission for your dependents is as follows: Tuition remission for your dependents is as follows: 50% for the first two years of your employment, 50% for the first two years of your employment, 75% beginning with your third year of employment, 75% beginning with your third year of employment, 100% beginning with your fourth year of 100% beginning with your fourth year of employment.employment.

For dependent children to be eligible you must be For dependent children to be eligible you must be able to claim them as legal dependents for the able to claim them as legal dependents for the current calendar year for federal income tax current calendar year for federal income tax purposes. purposes.

ETBETB

Employees may take up to 2 Employees may take up to 2 undergraduate classes or 2 graduate undergraduate classes or 2 graduate classes per term classes per term

Only one class may be taken during the Only one class may be taken during the day subject to approval from the day subject to approval from the department headdepartment head

Time missed from work to attend day Time missed from work to attend day classes must be made up during the same classes must be made up during the same workweek and on the university work workweek and on the university work premises.premises.

Vacation - FacultyVacation - Faculty Vacation days for full time faculty on nine-month Vacation days for full time faculty on nine-month

agreements are those dates when classes are not agreements are those dates when classes are not in session and no official duties are planned in session and no official duties are planned according to the approved academic calendar of according to the approved academic calendar of the University.the University.

Vacation days for full time faculty on twelve Vacation days for full time faculty on twelve month agreements are 24 working days in each month agreements are 24 working days in each fiscal year normally taken when classes are not in fiscal year normally taken when classes are not in session and no official duties are planned session and no official duties are planned according to the approved academic calendar of according to the approved academic calendar of the University. the University.

Vacation days do not accumulate to future Vacation days do not accumulate to future agreement years.agreement years.

Vacation – StaffVacation – Staff

Vacation is granted in a lump sum on July Vacation is granted in a lump sum on July 1 of each year. 1 of each year.

The vacation grant is to be used during The vacation grant is to be used during that fiscal year. Our fiscal year runs July 1 that fiscal year. Our fiscal year runs July 1 – June 30– June 30

Any unused vacation will not carry-over Any unused vacation will not carry-over from year to year. from year to year.

Also, unused vacation will not be paid out Also, unused vacation will not be paid out to terminating staff. to terminating staff.

Vacation - StaffVacation - Staff

You must be employed for 3 months You must be employed for 3 months before you will be eligible to take vacation. before you will be eligible to take vacation.

Once you become eligible for vacation, Once you become eligible for vacation, your balance will be printed at the bottom your balance will be printed at the bottom of your pay advice.of your pay advice.

You must indicate vacation taken on your You must indicate vacation taken on your monthly attendance report or through an monthly attendance report or through an entry on TimeClock Plus.entry on TimeClock Plus.

Vacation – Staff Vacation – Staff

Vacation pay may not be used during Vacation pay may not be used during the two week notice period required the two week notice period required when an employee resigns. when an employee resigns.

It is important that the resigning It is important that the resigning incumbent be available during the incumbent be available during the notice period to assist in the notice period to assist in the transition. transition.


During your first year of employment, During your first year of employment, vacation will be granted as follows:vacation will be granted as follows:– If you are hired on or before the 15If you are hired on or before the 15thth of the of the

month you will receive 1 day of vacation for month you will receive 1 day of vacation for that month PLUS one day of vacation for that month PLUS one day of vacation for each month remaining in that fiscal yeareach month remaining in that fiscal year

– If you are hired after the 15If you are hired after the 15thth of the month, of the month, you will not receive any vacation grant for you will not receive any vacation grant for the month in which you are hired, but will the month in which you are hired, but will receive 1 day of vacation for each month receive 1 day of vacation for each month remaining in that fiscal year. remaining in that fiscal year.


Hereafter, vacation will be granted as follows:Hereafter, vacation will be granted as follows:– On the July 1On the July 1stst of your 2 of your 2ndnd year of year of

continuous employment = 14 dayscontinuous employment = 14 days

– On the July 1On the July 1stst of your 4 of your 4thth year of year of continuous employment = 16 dayscontinuous employment = 16 days

– On the July 1On the July 1stst of your 6 of your 6thth year of year of

continuous employment = 18 days continuous employment = 18 days

Vacation - StaffVacation - Staff On the July 1On the July 1stst of your 11 of your 11thth year of year of

continuous employment = 20 days continuous employment = 20 days

On the July 1On the July 1stst of your 16 of your 16thth year of year of continuous employment= 24 dayscontinuous employment= 24 days

Sick Leave - FacultySick Leave - Faculty Faculty employees are awarded 10 days of Faculty employees are awarded 10 days of

sick leave upon employment. sick leave upon employment. Additional sick leave is earned at the rate Additional sick leave is earned at the rate

of one work day of sick leave per month. of one work day of sick leave per month. No more than 90 days of paid sick leave No more than 90 days of paid sick leave

may be accumulated. may be accumulated. Charges against sick leave accumulation Charges against sick leave accumulation

are made only during the nine or twelve are made only during the nine or twelve months of the agreement. months of the agreement.

No compensation or other benefit is No compensation or other benefit is received for sick leave not taken.received for sick leave not taken.

Sick Leave - StaffSick Leave - Staff

Staff accrues 12 days of sick leave per Staff accrues 12 days of sick leave per year.year.

Maximum sick leave accrual is 90 Maximum sick leave accrual is 90 days.days.

Sick leave may only be taken up to the Sick leave may only be taken up to the amount that is accrued. We do not amount that is accrued. We do not advance sick leave.advance sick leave.

Sick leave may be taken after you Sick leave may be taken after you have completed three months of have completed three months of continuous full time employment. continuous full time employment.

Holidays - FacultyHolidays - Faculty Nine month faculty members are entitled to Nine month faculty members are entitled to

absences for all holidays indicated in the absences for all holidays indicated in the approved academic calendar of the University. approved academic calendar of the University.

Workload permitting, twelve month faculty are Workload permitting, twelve month faculty are entitled to the official University holidays when entitled to the official University holidays when University offices are closed. University offices are closed.

Time off to observe holidays when the University Time off to observe holidays when the University offices are open must be taken as vacation time.offices are open must be taken as vacation time.

Holidays observed by Samford are: New Year’s Holidays observed by Samford are: New Year’s Day, MLK Day, Easter Monday, Memorial Day, Day, MLK Day, Easter Monday, Memorial Day, July 4July 4thth, Labor Day, Thanksgiving Day, Friday , Labor Day, Thanksgiving Day, Friday after Thanksgiving, and Christmas Day. after Thanksgiving, and Christmas Day.

Holidays - StaffHolidays - Staff

The holidays observed by Samford The holidays observed by Samford are: New Year’s Day, MLK Day, are: New Year’s Day, MLK Day, Easter Monday, Memorial Day, July Easter Monday, Memorial Day, July 44thth, Labor Day, Thanksgiving Day, , Labor Day, Thanksgiving Day, Friday after Thanksgiving, and Friday after Thanksgiving, and Christmas Day. Christmas Day.

These holidays are also listed in your These holidays are also listed in your employee handbook and on the employee handbook and on the Human Resources webpage. Human Resources webpage.

Funeral LeaveFuneral Leave

Up to three days to attend or arrange Up to three days to attend or arrange funerals for immediate family.funerals for immediate family.

The time is charged to your sick The time is charged to your sick leave accumulation.leave accumulation.

Immediate family includes: spouse, Immediate family includes: spouse, child, parent, sibling, mother-in-law, child, parent, sibling, mother-in-law, father-in-law, daughter-in-law, son-in-father-in-law, daughter-in-law, son-in-law, grandchild, grandparent, law, grandchild, grandparent, brother-in-law and sister-in-law. brother-in-law and sister-in-law.

Other BenefitsOther Benefits

Free admission to most home athletic Free admission to most home athletic eventsevents

10% discount at the University Bookstore 10% discount at the University Bookstore on books and other items on books and other items

Food service facilities located in the Food service facilities located in the University Center – including $2.00 Friday University Center – including $2.00 Friday in the Cafeteriain the Cafeteria

An official branch of the United States Post An official branch of the United States Post Office is located on the ground floor of the Office is located on the ground floor of the University Center.University Center.

Other BenefitsOther Benefits

Free tickets are available for most theater Free tickets are available for most theater productions. Call the Theater Box Office, productions. Call the Theater Box Office, ext. 2853, between the hours of 1:30pm ext. 2853, between the hours of 1:30pm and 4:30pm. and 4:30pm.

Weight room, swimming pool, racquetball Weight room, swimming pool, racquetball court, and indoor track facilities are court, and indoor track facilities are available to faculty and staff when classes available to faculty and staff when classes are not in session. For dates and times of are not in session. For dates and times of availability contact Campus Rec at availability contact Campus Rec at extension 2194.extension 2194.

Thank you!Thank you!

We have enjoyed having you in We have enjoyed having you in orientation. orientation.

Enjoy the rest of your day!Enjoy the rest of your day!

Documents

Samford University New Employee Orientation. ETHICSPOINT Samford University has set up a phone and Internet- based reporting system which will allow people