Transcript Employment Transaction Request ETR

Employment Transaction Request
ETR
Effective November 1, 2010
Click here to start:
ETR
 November 1, 2010:
All employment transactions will be initiated at the
department level
 Approvals based on the Delegation of Approval
http://www.csufresno.edu/hr/forms/index.shtml#D
2
Back Forward
How to Start
 Login to My Fresno State Portal
3
Back Forward
Create a New Request
 Choose HR Transaction located under My Menu
 Select Employee Transaction
4
Request
Back Forward
Create a New Request
 Select a department that the employee works in or select Look
Up to give you a list of departments that you have access to.
 Choose the department where the employee works. The
Department will assume the default setting the next time you
login.
5
Back Forward
Create a New Request
 A list of all active employees and employees that have been terminated within the
past 30 days will appear.
 Choose the Action you want to perform.
 Transaction Change – used for all employment transactions except Separations and
End of temporary appointments.
 Termination – This will initiate a separation or end of temporary appointment
for the employee.
 Pending Transaction will be checked in there is already an employment action
that has not been processed by Human Resources or Academic Personnel
Back Forward
6
Transaction Change
 Select the transaction type:











Equity Increase
Extension of Appointment
In-Range Progression
In-Class Progression
Promotion
Reappointment of temporary employee
Reassignment
Reclassification
Temporary to Permanent
Timebase Change
Other
 If this change is temporary, check the
temporary box.
 Enter a brief description of the action you
are submitting.
 Use “Add Attachment” to attach any
supporting documentation for the action
such as Position Description, justification
email, etc
7
Back Forward
Transaction Change
8
The system will display the fields for the employee as of
today’s date.
 Enter the effective date of the transaction. This is the
first day the transaction will take effect.
All fields below are to be entered only if they are changing.
If you are unsure of the values, leave this blank but
describe in detail your intended action.
 Department – Enter the 5 digit department number
 Job Code/Classification – Enter the 4 digit job code
number
 Salary Grade/Step
 Pay Plan
 Working Title
 FTE/Timebase
 Schedule - If FTE is less than 1.0, the enter the
employee hours per weekday
 Base Compensation – Enter full time salary
 Monthly Salary (same as compensation if FTE = 1.0)
 Expected End Date (if temporary)
 Funding Source
 Supervisor or Lead Position
 Reports to MPP/Chair
 Employee Building
 Employee Mail Stop
 Employee Office Phone number
Back Forward
Approvals
 The system will automatically build the approvals for all transaction types with the exception of
Other, Promotion and Reassignment. Your HR Analyst will enter the appropriate approvals for
these types of transactions.
 To review the changes that you have made, you can either click on the link Transaction Change
or choose the Print Transaction Request button for a printer friendly version of your initial
request.
 Once all approvals have been submitted and the transaction is entered into PeopleSoft, a
notification will be sent to the submitter and “reports to” Manager with the finalized copy of the
Employment Transaction.
9
Back Forward
Separation
 Select the action, termination, for employees that resign or employees that have
temporary appointments that will not be extended.
10
Back Forward
Separation








11
Briefly describe the separation or additional
instructions.
Use the Add Attachment button to submit a
scanned copy of the employee’s resignation letter and
the Manager’s acceptance letter. If you are unable to
scan the documents, fax them to Human Resources at
278-7795.
Enter the effective date of the termination. This is the
first day the employee will NOT be an employee.
Enter the day the employee last worked. Typically this
is the day before the effective date of the separation.
Choose the termination reason that best fits the reason
the employee resigned
Choose the proposed action plan. This is
informational only and will not prompt any action.
Chose payroll instructions if the employee is running
our their credits, will get a lump sum payout of leave
credits or will hold credits as they will be rehired in
another position.
This transaction will be sent directly to Human
Resources for review/tracking of separation letters.
Back Forward
Review and Tracking
 To review the progress of your ETR, select View Submitted ETR under HR Transactions
 You can search by Transaction ID, or Fresno State ID (EmplID), Department – including
subordinate departments and date ranges. Select the Pending Requests (i.e. not processed),
Completed Requests, checkbox or leave both blank to review all. An additional selection is
provided that allows you to look at only Management, Faculty or Staff.
 To review the details of the request, click on the Request ID number that you would like to view.
This will automatically display the approvals, the link to view the request details and allow you to
print the transaction request.
12
Back Forward
Questions
 If at anytime you have questions with the process, feel free to
contact your HR Generalist.
http://www.csufresno.edu/hr/aboutus/find-gen.shtml
13
Back End Show