1 florida international university hr liaison hands-on workshop june 30 & july 1, 2008

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1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Page 1: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Florida International UniversityHR Liaison Hands-on Workshop

June 30 & July 1, 2008

Page 2: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Morning Agenda

09:00am - 09:15am09:15am - 09:30am09:30am - 10:10am10:10am - 10:40am10:40am - 10:55am10:55am - 11:15am11:35am - 11:55am11:55am -12:05pm

Carlos Flores, Director of OperationsMaria Elena Rodriguez, Compensation CoordinatorCarolyn Jackson, Director of RecruitmentIdorys Calvo, Assistant Director PayrollShanequa Fleming, Director of ODLEvelyn Rodriguez, Director of Benefits AdministrationCintia O'Reilly, Coordinator of E&LREdward Leao, Service Center Coordinator

Page 3: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Intro for HR Liaisons

• Division of Human Resources Overview• Payroll Implementation Overview• Enterprise Version 4 (EV4) Application Training

• Hands-on Workshop• Forms Update

Page 4: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Division of Human Resources Overview

• Compensation• Workforce Recruitment• Equal Opportunity Programs • Organization Development & Learning• Employee Records / Payroll• Benefits Administration• Employee & Labor Relations• Human Resources Service Center

Page 5: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Payroll Implementation Overview

• Understanding:– Paygroups – Departments (Org. Code)– Position Numbers and Job Codes – Pay Plans– Benefit Programs– Compensation Frequency– Cost Centers ( Dept_ID and Project_ID) – ID’s ( ADP Emplid, Panther ID, PeopleFirst ID)

Page 6: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Enterprise Version 4 (EV4)

• Application Navigation• Human Resources Module• Payroll Module• Automatic Labor Allocations (ALA)• Contract Module

Page 7: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Hands-on Workshop

• Distribute, Login and Validate EV4 User ID • Will use individual ID’s to navigate the application• Activities throughout sessions to reinforce material• Will configure Favorites

Page 8: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Florida International UniversityDivision of Human Resources

Overview

Page 9: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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What does the Division of Human Resources do?

Page 10: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Let’s find out what is in the box…

Page 11: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Division of Human Resources

Workforce Recruitment /Equal Opportunity Programs

Compensation

Organization Development & Learning

Employee Records / Payroll

Benefits

Human ResourcesService Center

Employee & Labor Relations

1 2

3

45

Page 12: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Division of Human Resources

Workforce Recruitment /Equal Opportunity Programs

Compensation

Organization Development & Learning

Employee Records / Payroll

Benefits

Human ResourcesService Center

1 2

3

45

Employee & Labor Relations

Page 13: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Florida International UniversityCompensation Info Session

Page 14: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Meet the Compensation Team

Maria Mazorra, Director of CompensationMaria Elena Rodriguez, Compensation Analyst Reina Beades, HR RepresentativeAna Pineda, HR Representative

Page 15: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Compensation Intro for HR Liaisons

• Procedure to Establish a New Position• Position Updates

– Unfilled– Filled

• Reclassifications– Unfilled– Filled

• Approvals Process• Other Services Provided

Page 16: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Page 17: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Procedure for Establishing New Positions

• Send New Position Request Form (NPR) via Interoffice Mail with required signatures

• Compensation will establish the position and create a new position number

• Requesting Administrator will receive position number via interoffice mail

• After receiving new position number, requesting administrator will create the position description in the “Online Position” module (i.e. PeopleAdmin)

• Compensation will ensure position description is aligned with the job specifications and approve position description

• Once the position description is approved in PeopleAdmin, a staffing email will generate advising Requesting Administrator that the position has been approved and may contact Workforce Recruitment for the posting instructions of the position

• Requesting Administrator will receive via interoffice mail a Classification Action Memo stating the establishment of the new position

Page 18: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Change in Titles (i.e. promotions,Demotions, reassignments)

Additional Duties or changeIn Dept, FTE

Page 19: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Unfilled Position Update & Reclassifications

• Log on to PeopleAdmin and update/reclassify position description

• Compensation will ensure Position Description is aligned with job specifications and establish an effective date

• Once the updated position description is approved in PeopleAdmin, a system generated email will be sent from “Staffing E-mail” advising the Requesting Administrator that the position has been approved

Page 20: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Filled Position Update & Reclassifications

• Log on to PeopleAdmin and update/reclassify position description

• Complete and submit Administrative/Staff Change Form to PC 226 Compensation & Classification

• Compensation Analyst will ensure Position Description is aligned with job specifications, review Administrative/Staff Change Form and establish an effective date

• Once the updated position description is approved in PeopleAdmin, a system generated email will be sent from “Staffing E-mail” advising the Requesting Administrator that the position has been approved

Page 21: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Required Approvals

Administrative

Administrative/Staff/Temporary

• Updates/Reclassifications ≥ 10%

Administrative/Staff/Temporary

• New positions/reclassifications

• Increases ≥ 10%

• Lump sums

Academic Affairs

Units should refer to respective unit/VP policy

Page 22: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Approval Process

After all signatures acquired– The effective date must be at the beginning of

the pay period– People Admin approved with same date– Information entered with same date in HR

System

Page 23: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Other Actions

• Administrative Increments • Shift Differential Pay• Educational Incentive Awards• Bonus• Lump sum• Operational Excellence Awards• Change in Cost Center• Spot Awards• Extra State Compensation (Overloads)

• Project Base Pay• Variable Compensation Plans• Living Wage Salaries• Special Duty Pay• On Call Pay• Call Back Pay

Page 24: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Compensation Q & Ahttp://fiu.edu/hr/Compensation/Home.html

Page 25: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Division of Human Resources

Workforce Recruitment /Equal Opportunity Programs

Compensation

Organization Development & Learning

Employee Records / Payroll

Benefits

Human ResourcesService Center

Employee & Labor Relations

1 2

3

45

Page 26: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Florida International UniversityEqual Opportunity Programs and

Workforce RecruitmentInfo Session

Page 27: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Meet the EOP Team

Bennie Osborne, Director Nelson Perez, Assistant DirectorChloe Nixon, Office ManagerMarjorie Kelly, Program Assistant

Page 28: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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EOP Intro for HR Liaisons

•Role in Recruitment & Search and Screen Process– Underutilization – Applicant Pool Certification

• On-line Approval & Report

– ADA Accommodations (New Hires)•Approval of Waiver Requests

– Degree Waivers– Posting Waivers (Search & Screen

Guidelines)

Page 29: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Meet the Workforce Recruitment Team

Carolyn Jackson, Interim Director Ana Jimenez, HR CoordinatorDaniel Tapia, HR CoordinatorKathie Alexander, HR Coordinator-BBCThamara Baquero, Sr. RecruiterA.J. Artiles, Program Assistant

Page 30: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Workforce Recruitment Forms Matrix

Post a Job Announcement (Admin/Staff)

NA NA www.fiujobs.org/hr

Post a Job Announcement

(Temporary)

Request to Hire Temporary Appointment Form

Temporary Appointment Guidelines

www.fiu.edu/hr www.fiujobs.org/hr

New Hire (Administrative & Staff)

Admin/Staff New Hire Form Completed FIU Application

Resume Proof of Education

Reference Checks

Salary Appointment Guidelines

Compensation Handbook http://www.fiu.edu/hr/publications/pub_handbook.html

New Hire (Interim)

Admin/Staff New Hire Form Completed FIU Application Resume

Proof of Education Reference Checks (Transcript, if applicable)

Salary Appointment Guidelines

Compensation Handbook http://www.fiu.edu/hr/publications/pub_handbook.html

New Hire (Temporary

Appointment)

Temporary Appointment Form Completed FIU Application

Temporary Appointment Guidelines

www.fiu.edu/hr  

Promotion Admin/Staff Change FormInterdepartmental Hiring

Guidelines www.fiu.edu  

Reassignment Admin/Staff Change FormInterdepartmental Hiring Guidelines www.fiu.edu  

Demotion Admin/Staff Change FormInterdepartmental Hiring Guidelines www.fiu.edu  

Request a waiver of degree

Degree Waiver Memo of Justiciation for request Completed FIU Application Resume Admin/Staff New Hire Form

NAEOP Website

http://www.fiu.edu/hr/eop/forms.html

Request a Posting Waiver

Memo of Justiciation Candidate resume

Search & Screen Handbook EOP Website

http://www.fiu.edu/hr/eop/Publications.html

Request Faculty PostingAA Approved PAR

Advertisement AA Faculty Recruitment Process

EOP Website http://www.fiu.edu/hr/eop/forms.html

Academic Affairs Website http://academic.fiu.edu/academicbudget/www/forms.html

Page 31: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Recruitment Intro for HR Liaisons

• Recruitment of Administrative, Staff and Temporary Positions

• Recruitment and processing of all Promotions, Reassignments

and Demotions• Coordination and processing of Background & Fingerprint Checks• Placement of all Advertisements for position vacancies• Coordination of all formal offers of employment• Approval of Moving & Relocation Expense Requests

Page 32: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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JOBSLink - (PeopleAdmin Applicant Tracking System)

• Create and submit Job Announcement for approval using the

PeopleAdmin On-line system (JOBSLink)• Target Salary Range is established and discussed with hiring

department (Based on market & internal salary data)• Job Announcement is approved and posted on JOBSLink • Advertisement of position is coordinated with Ana Jimenez (if

applicable)

*ALL CHANGES TO POSITION DESCRIPTIONS SHOULD BE MADE PRIOR TO SUBMISSION OF JOB ANNOUNCEMENT FOR POSTING

Page 33: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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JOBSLink - (PeopleAdmin Applicant Tracking System)

Recommended Posting Periods ( 1 week minimum required)

Clerical & Secretarial 2 weeks

Service/Maintenance 2 weeks

Skilled Craft 2-3 weeks

Technical & Paraprofessional 2-3 weeks

IT-Related 2-4 weeks

Administrative & Managerial 4-6 weeks

Executive (Search & Screen) Open until Filled

Specialized/Difficult to Fill Open until Filled

* Positions can be re-opened upon request

Page 34: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Procedure for Establishing New Positions -Establishing Target Salary Range

Interdepartmental Hiring Guideline and how it impacts the ranges set within.

This to consider when establishing range…– Internal Salary Comparison: What are other employees

that are within this classification making within the University? Within my College/School/Department?

– Market Salary Data: Gives us an idea of what competitors may be paying for the same functions

– “First Focus” should be on the function itself and It’s worth

– Different/Unique org structure or job responsibilities

Page 35: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Recruitment Actions

New Hires– Notify Responsible Recruiter

– Conduct necessary Background/Referencing

– Discuss Salary Administration

– Select appropriate effective date

Reassignments (Intradepartmental)– Notify Responsible Recruiter

– Discuss Salary Administration

– Select appropriate effective date

Page 36: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Recruitment Actions

Promotions (Intradepartmental)– Notify Responsible Recruiter

– Discuss Salary Administration

– Select appropriate effective date

Demotions– Notify Director or Responsible Recruiter

– Discuss salary administration

– Prepare demotion statement

– Select appropriate effective date

Page 37: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Definitions (Appointments)

Regular - Employees appointed to fill a position on a full-time or part-time basis

Interim - Employees appointed to fill a position on a full-time or part-time basiswhich is not expected to be available for more than a limited period of time. AnInterim Appointment should not be provided for more than two consecutive years,Unless approved by the Division of Human Resources

Grant-Funded (Time-Limited) - Employees appointed to a position identified in, and funded by a contract or grant for a specified period, but not funded from indirectcosts associated with a contract or grant. Appointments shall be limited to theduration of the grant

Page 38: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Definitions (Appointments)

Student Workers – Individuals enrolled in an accredited secondary or post-secondary program at 9 credits or more. Included in this category are:

– High School Students– College Work Study Program– Undergraduate Students– Graduate Teaching Assistants– Graduate Students– Graduate Research Assistants– Doctoral Students

Temporary - Employees hired for the purpose of providing support during peak load

periods and/or accomplishing tasks and projects that are short-term and/or sporadic

in nature with an assignment ending date

Page 39: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Recruitment Policies & Guidelines

•Advertising- All employment advertisement shall be centrally coordinated through the Division of Human Resources (DHR).

•Employment Offers- All offers of employment will be centrally administered by the Division of Human Resources for all Non-Faculty.

•Salary Appointment Guidelines (New Hires)

Page 40: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Recruitment Policies & Guidelines

•Interdepartmental Hiring Guidelines

•Moving & Relocation Policy & Procedure

•Temporary Employment Guidelines

Page 41: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Workforce Recruitment for Faculty

Page 42: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Workforce Recruitment for Faculty

Page 43: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Summary of Differences between Departments

•Establish New Position/ Job Description

•Reclassification within current Job/Pay Grade

•Posting and Recruitment of Position(s)

•Reclassification that results in changes to the Job/Pay Grade

Compensation Paperwork Recruitment Paperwork

Page 44: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Workforce Recruitment andEqual Opportunity Programs

Q & Ahttp://fiu.edu/hr/Workforce%20Recruitment/Home.html

Page 45: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Division of Human Resources

Workforce Recruitment /Equal Opportunity Programs

Compensation

Organization Development & Learning

Employee Records / Payroll

Benefits

Human ResourcesService Center

Employee & Labor Relations

1 2

3

45

Page 46: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Florida International UniversityPayroll Info Session

Page 47: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Meet the Payroll & Employee Records Team

Idorys Calvo – Assistant DirectorAileen Perez – CoordinatorClara Martinez – CoordinatorAnabel Mesa – Sr. AssociateMarilu Martinez – HR RepresentativeMairelys Perez – HR RepresentativeBlanca Bravo – HR RepresentativeSofia Baralt – HR Representative Carmen Paez – HR RepresentativeCinthya Gutierrez – HR Representative

Page 48: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Payroll Intro for HR Liaisons

• Payroll Processing Overview• Employee Classifications in TimeSaver• Sign-on Package• New / Rehire Process & Paperwork• Lump Sum Payments• Terminations• TimeSaver Manager Sign-Off• Payroll Transfers• Direct Deposit

Page 49: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Payroll Processing Overview

* 1st Day of Pay Period

Confirm Payroll

Process Outbound Interfaces

Update Financials

ESS availablePaperwork Due by 5:00pm to Academic Affairs

Pay DayPaperwork Due by 12noon to Recruitment

Paperwork Due by 12noon to Compensation

Paperwork Due by 12noon to Payroll

Employee’s Time by 5:00 pm.

TimeApproverBy 2:00pmTimeSaver file to ADP by 5:00pm* Direct Deposit Changes by 3:00pm

Confirm Payroll

Process Outbound Interfaces

Update Financials

ESS available

Pay Day

Sun Mon Tue Wed Thu Fri Sat

Page 50: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Classification in Timesaver

Category FLSA StatusEmployee Type

Budgeted Wks

Hours Populated Automatically

Leave Reported Special Notes

Staff Exempt Salaried 52.2 Yes YesReport both Vacation and Sick.

Staff Non-Exempt Hourly 52.2 No Yes

Record start and stop time. 30 min. breaks included. Report Comp Vacation and Sick.

Administrative Exempt Salaried 52.2 Yes YesReport both Vacation and Sick.

Faculty Exempt Salaried 52.2 Yes YesReport both Vacation and Sick.

Faculty Exempt Salaried 39 Yes Yes Report Sick Only.

Faculty Exempt Salaried 6.6 Yes Yes Report Sick Only.

Temporary Hourly Non-Exempt Hourly std. hours No NoMust report hours. Start and stop.

Temporary Bi-Weekly (Adjuncts, Graduates, Prof. Agreements) Exempt Salaried std. hours Yes No

No Interaction with TimeSaver.

Page 51: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Sign-on Package

• The sign-on package and I-9 must be completed with appropriate signatures by the employee and supporting documentation must be provided

• A copy of a social security card or receipt from social security office must be included

• A receipt from the social security office is not valid as supporting documentation for completing an I-9

• International employees must submit additional documentation based on the type of visa

Page 52: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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New Hire / Rehire Process

• Employee completes a sign-on package and delivers to Department

• Department completes and submits salary paperwork with sign-on

• Payroll Department inputs data into EV4• Information is transmitted to TimeSaver, PeopleFirst and

PantherSoft systems on a nightly basis• Payroll department creates user ID / password for TimeSaver

system and calls new employee to provide login information– Staff, administrative, faculty and temporary hourly

• Employee reports time and/or leave in TimeSaver• Manager signs off on the employee’s time in TimeSaver• HR ensures all timecards are approved *• File is extracted from Timesaver with all the approved hours

and sent to ADP for processing at the end of the Pay Period

Page 53: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Hire/Rehire Paperwork

Employee Type Required Salary Paperwork

Staff and Administrative Employees

Administrative & Staff Initial Appointment Form / Offer Letter

Faculty Initial Appointment Form / Offer Letter

Adjuncts / Overloads

Adjunct / Overload Appointment Form

Graduate Assistants Graduate Appointment Form

Temporary Hourly / Student Assistant Temporary Hourly Employee Form

Temporary Biweekly Temporary Professional Employment Agreement

College Work Study Placement Form

Page 54: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Additional State Compensation

Administrative and Staff employees must complete a Request for Additional State Compensation Form for employment in excess of a one full-time equivalent established position.

The employee must have approval from the primary employer to perform the additional duties for the secondary employer. These additional duties must not be performed during the employee’s regular working hours with the primary employer, must not involve a conflict of interest with the employee’s regularly assigned duties with the primary employer, and must not involve the use of any state space, personnel, equipment or supplies furnished by the primary employer, unless arrangements are made to adequately compensate the primary employer for the use of the same.

Page 55: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Lump Sum Payments

• Lump sum payments are not processed through the TimeSaver system

• If an employee is being paid a lump sum, the selected compensation frequency will be FIU biweekly and the rate will be zero

• Earnings Code 118

Page 56: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Terminations

Staff, Administrative and Faculty

Resignation/ Non-renewal letter and Separation Clearance Form

Temporary hourly and Student assistants

Temporary Hourly Employee Form

Adjuncts, Graduates and Temporary biweekly

Automatically terminated at the end of appointment. For early termination departments must submit a memo providing termination date

College Work Studies Automatically terminated at the end of semester or upon depletion of award

Page 57: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Terminations

• If an employee is no longer working in your department please submit the appropriate form in order to remove them from your TimeSaver roster

• Temporary hourly and student assistant employees will be inactivated in the Payroll system if they have not been paid in three months

Page 58: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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TimeSaver Manager Sign-off

• Time Approvers must sign-off on all of their employee’s time and/or leave by 2:00 p.m. on the Friday before pay day unless otherwise specified to accommodate our holiday schedule

• Time Approvers must sign-off on all employees even if there is no time or leave reported for the period

• Complete 2008 calendar/deadlines: http://www.fiu.edu/hr/Payroll/Forms/timecard08.pdf

• Holiday Schedule:http://www.fiu.edu/hr/Payroll/Forms/08HolidaySchedule.pdf

Page 59: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Payroll Transfers

Payroll transfer form for E&G and Auxiliary departments:

http://www.fiu.edu/hr/Payroll/Forms/payrolltransfer.pdf

Types of Transfers• Full Transfers: 100% of the charges is transferred from one

cost number to another• Partial Transfers (one to one): a specific percentage of the

charges is transferred from one cost number to another• Partial Transfers (one to many): specific percentages of

the charges are transferred to multiple cost numbers

*Payroll transfers for C&G departments must be processed directly through OSRA

Page 60: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Direct Deposit

• Direct Deposit is mandatory for all University Personnel • Employees who have not yet signed up for direct

deposit must do so by logging in to their Employee Self Service account via our website at http://ptp.fiu.edu

• The deadline to change or temporarily cancel a direct deposit is the Friday before pay day in order to receive a physical check. All changes after the deadline will not go into effect until the following pay period

Page 61: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Payroll Q & Ahttp://fiu.edu/hr/Payroll/Home.html

Page 62: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Division of Human Resources

Workforce Recruitment /Equal Opportunity Programs

Compensation

Organization Development & Learning

Employee Records / Payroll

Benefits

Human ResourcesService Center

Employee & Labor Relations

1 2

3

45

Page 63: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Florida International UniversityOrganizational Development & Learning

Page 64: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Meet the ODL Team

Shanequa Fleming, DirectorKaren Williams, Facilitator/Consultant Emmanuele Archange, Learning CoordinatorSamia Nader, Learning Assistant

Page 65: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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We are here to support and encourage excellence through continuous learning and development opportunities. We do this by:

• Providing strategic alignment, consultation, professional development, and conflict management

• Leading the charge to cultivate a culture that maintains, enhances, and celebrates excellent service throughout the University

• Creating learning opportunities and environments that enhance individual and organizational potential

• Designing and delivering leading-edge learning programs and resources

• Providing a variety of professional development experiences, programs, and events to enhance leadership development

• Providing a variety of learning experiences, programs, and projects to enhance University leaders’ capability to develop other leaders

• Developing partnerships that will help provide diverse professional development opportunities

Organization Development and Learning

Page 66: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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• To give new employees the necessary tools and resources for your career journey beyond day two

• To capitalize on their enthusiasm, while emphasizing the attitudes, knowledge and skill sets essential to your success at FIU

• To provide a clear understanding of what Florida International University is all about: our institutional vision, values, mission, as well as the benefits and opportunities associated with employment at FIU

Why Do We Do New Employee Experience (NEE) ?

Page 67: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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• Division of Human Resources

- Employee Classification

- Benefits Administration

- Office of Equal Opportunity Programs

• University Compliance

• Environmental Health & Safety

• Office of Employee Assistance

NEE Services & Programs Covered

Page 68: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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• Panther Identification Card Authorization Form

• TimeSaver Quick Reference Guide for Employee

• Employee Self Service Quick Reference Guide

• Parking and Transportation

• University Technology Services

• Frequently Used Numbers & Websites

• University Holidays

• New Employee Checklist

Tools and Resources for the Employee

Page 69: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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“Welcome” phone call

- Where & when to report

- Parking instructions for Orientation

- Dress code

- “You have made the right choice” reinforcement

The Role of the Manager/Supervisor Before “NEE”

Page 70: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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• Phone extension information and email account

- Supports a smooth transition

• 2 week agenda, position description, org chart

- What is expected of me?

- Who do I work with?• Other necessary resources and tools

• Introduction to co-workers

The Role of the Manager/Supervisor After “NEE”

Page 71: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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ODL Q & Ahttp://fiu.edu/hr/odl/Home.html

Page 72: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Division of Human Resources

Workforce Recruitment /Equal Opportunity Programs

Compensation

Organization Development & Learning

Employee Records / Payroll

Benefits

Human ResourcesService Center

Employee & Labor Relations

1 2

3

45

Page 73: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Florida International UniversityBenefits Info Session

Page 74: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Meet the Benefits Team

Evelyn Rodriguez, Director Benefits AdministrationBerta Villares, Associate Director Benefits Lourdes Fonnegra, Benefits Coordinator Alicia Pena, Benefits Coordinator (BBC) Theresa Wright, Sr. Benefits RepresentativeMariela Varona, Sr. Benefits RepresentativeMartha Montoya, HR RepresentativeAndrew Hart, HR Representative

Page 75: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Benefits Intro for HR Liaisons

• Benefits Business Process Overview• New Employee Benefits Enrollment Overview• Qualifying Status Change (QSC) • Annual Open Enrollment• Questions and Answers

Page 76: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Benefits Program Overview

• Health Insurance • Life Insurance • Dental Insurance • Flexible Spending Accounts – Medical and Dependent Care • Hospital Income Protection Plans• Cancer Policies • Accidental and Disability Coverage• Supplemental Insurance Options (Post-tax)

– Disability – Legal – Vision Care

• Retirement Plan Options• Tax-Deferred Annuity Plans – 403(b)• Deferred Compensation Plans - 457

Page 77: 1 Florida International University HR Liaison Hands-on Workshop June 30 & July 1, 2008

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Benefits Terminology

HMO Health Maintenance Organization – In-Network service

PPO Preferred Provider Organization – In-Network and Out-of-Network service

Deductible Total dollar amount you must pay for covered medical care each year before the PPO plan pays benefits for services.

Co-insurance A percentage you are required to pay for certain services

Co-payment Set dollar amount you pay for network doctor office visits and specified in-network preventive care

Dependent Specified individuals eligible for enrollment in the benefits plans – spouse and children (up to age 25 if student)

Vesting Length of service required which entitles employees to a benefit

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Benefits Enrollment Overview

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New Employee Benefits Enrollment Overview

There are 4 ways to enroll in the PeopleFirst SystemWebsite- http://peoplefirst.myflorida.comPeopleFirst Call Center- (866) 663-4735 Paper Enrollment Forms- Available from

the PeopleFirst website Meeting with a Benefits Representative

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Benefit Premiums

Insurance premiums are paid one month in advance. There are several enrollment deadlines to obtain coverage:

Enrollment by the 2nd Thursday of the month; benefits effective on the first of the following month (payroll double deduction)

Enrollment by the 3rd Thursday of the month; benefits effective on the first of the following month (check payment)

Human Resources can accept a check or money order for the first month’s premium payment (health and life benefits only) if the deadline for payroll deductions passed

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Benefits Enrollment Timeline

3 4 2 3 2 3 1 2 3 4

2nd Thurs. Double Deductions

3rd Thurs. Check Payment

52

1st Thurs.Single Deductions

1 4 1 4

Memo from Benefits Staff

New Employee Experience - ODL

New Employee Benefits Enrollment

Annual Open Enrollment (Fall)

4th Thurs. Check Payment

60-day window of opportunity

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Qualifying Status Change (QSC)

31 days for notice– Marriage or divorce – Legal guardianship – Change in dependent eligibility – Change in employment status for employee, spouse or

dependent 60 days for notice

– Birth or adoption – Death of dependent/spouse

A specific event or change meeting federal guidelines that allows you to make changes to your benefit elections outside of the annual Open Enrollment period.

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Required Documents for Benefits Enrollment

Proof of dependent eligibility - • Marriage Certificate • Birth Certificate• Social Security Number

Note: *Documents must be translated to English

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New Faculty Orientation

Benefits information is provided at the NEE - benefits packages for the various insurance providers

Fall Enrollment Contracts to start in the month of August

Mini Benefits Fair Vendors are setup to come in and answer any questions the

employees may have

Benefits Enrollment Labs Will be implemented Fall 2008 for the very first time to enroll

Faculty more efficiently

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Open Enrollment

Each year, Annual Open Enrollment gives employees an opportunity to take a look at their existing benefit plans to evaluate any anticipated needs and to make adjustments for the upcoming plan year.

Benefits Fair Usually occurs in the month of OctoberAll state vendors are present and answer any questions

employees might haveTwo locations:

University Park CampusBiscayne Bay Campus

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Benefits Q & Ahttp://fiu.edu/hr/Benefits/Home.html

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Division of Human Resources

Workforce Recruitment /Equal Opportunity Programs

Compensation

Organization Development & Learning

Employee Records / Payroll

Benefits

Human ResourcesService Center

Employee & Labor Relations

1 2

3

45

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Florida International UniversityEmployee & Labor Relations

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Meet the Employee & Labor Relations Team

Joann Cuesta-Gomez, DirectorJolima Caballero-Solis, CoordinatorCintia O'Reilly, CoordinatorJeanette Lopez, Assistant

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• Approve and Process Different Types of Leaves

• Work Life Balance Programs• Nepotism• Performance Improvement Plan• Mediation• Disciplinary Actions• Grievances• Separation of Employment

Employee & Labor Relations Intro for HR Liaison

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Employee & Labor Relations: What We Do

Policy Development & Interpretationhttp://policies.fiu.edu

Contract Administration and Interpretationhttp://www.fiu.edu/hr/bargaining

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• Medical• Parental• Military• Professional Development• Bereavement• Personal Leave of Absence• Political Activity / Participation

Leave of Absences

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Work Life Balance

• Alternate Work Site• Compressed Work Schedule• Flexible Work Schedule (Flextime)

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• Request to Employ a Related Individual • Nepotism Disclosure

– www.fiu.edu/hr/formslibrary

Nepotism

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• Need six months of continuous service• Applies to full-time and part-time employees in

established positions• Need to have a minimum of 40 hours for Full-Time

and 20 hours for Part-Time of combined leave (Vac/Sick) to join pool

• Full-time employees donate 8 hours• Part-time employees donate 4 hours• Renew participation annually• Maximum of 480 hours for Full-Time and 240 hours

for Part-Time in a 12 month period

Sick Leave Pool

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• Ability to donate hours directly for a co-worker’s own illness or for a co-worker caring for a member of his/her immediate family

• Maximum of 480 hours for Full-Time and 240 hours for Part-Time in a 12 month period

• Donating employees cannot donate more than 80 hours in a 36 month period and cannot fall below 80 hours after donation

Catastrophic Pool

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• For cause• No cause

• Exit Review Programs

– (Optional)

• Separation Clearance

– (Mandatory)

www.fiu.edu/hr/formslibrary

Separation of Employment / Exit Reviews

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Employee & Labor Relations Q & Ahttp://www.fiu.edu/hr/elr

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Division of Human Resources

Workforce Recruitment /Equal Opportunity Programs

Compensation

Organization Development & Learning

Employee Records / Payroll

Benefits

Human ResourcesService Center

Employee & Labor Relations

1 2

3

45

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Florida International UniversityHuman Resources Service Center

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Trudy Fernandez, Director Human ResourcesEdward Leao, Service Center CoordinatorElaine Vega, HR RepresentativeAnielka Baez, HR RepresentativeFernando Salas, HR RepresentativeEmma Alexander, Payroll RepresentativeStephanie Sullen, Payroll RepresentativeMaria Fernandez, Benefits Representative

Meet the Human Resources Service Center Team

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• Provide service to all incoming HR inquiries for all areas in the Division

• Tuition Waiver review and approval

Human Resources Service Center

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Process Overview

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• Full-time employees and their dependents at the University are eligible to participate in the Tuition Waiver Program

• Employees on leave status are not eligible for tuition waiver except when the leave is granted as part of an educational program; however, employees’ eligible family members will still be permitted to obtain the tuition waiver

Tuition Waiver Overview

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• Information such as class schedules, proof of dependent status, proof of registration, and other items must be attached to Tuition Waiver form to ensure timely processing

• Please refer to the specific policy of each Collective Bargaining Unit for details on what documents must be attached to Tuition Waiver form

• For details please visit the Compliance Office and Policy Library at http://compliance.fiu.edu/ under Policies and Procedures

Tuition Waiver Requirements

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Full Time Employees and Eligible Dependents

Tuition Waiver Eligibility

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Service Center Q & Ahttp://fiu.edu/hr/ServiceCenter.html

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Lunch