Updating an employee contract
Updating of employee contracts involves processing of all work schedule changes, position change, work schedule override, and managing pay-related adjustments (such as employee position FTE, pay rate, schedule, pay grade, and pay step changes). This procedure outlines the process of updating an employee contract.
- Access Employee Contract Update (CM100).
- Select a Job Name.
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Define these report options on the Main tab:
- Company
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Select the company.
- Report Selection
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Select the report selection for processing:
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(1) Employee Changes, the application updates the employee contract base assignments using the Employee Contract Change Audit (CM35.1) records. This includes records with these change types:
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Pay Rate Change – When there are adjustments made to employee position pay-related information such as FTE (Full Time Equivalent), Rate of Pay, Schedule, Step, and Grade.
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Term Assignment - This happens when a termination date has been defined to the employee, changing of the assigned work schedule with an existing contract, or a Stop Date is defined in PA13.1 for Position levels 2+.
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Schedule Override - This type of change is created after the work schedule override on employee contract level through CM18.1 (Date Details Override).
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Position Change - This type of change is created upon changing the position of an employee where the position level already has existing CM14.1 record for the contract year.
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(2) Work Schedule Changes, the application updates the employee contract base assignments using the Work Schedule Change Audit (CM35.2) records. This updates the pending changes that affect the number of contract units, particularly in CM01.1 (change in work dates) and CM02.1 (changing of day codes).
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- Employee Sequence
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Select the order by which the employees must be sorted. If you do not select a value, then the default employee reporting sequence defined on Company (HR00.1, under Options tab) is used.
- Update
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Select whether to update the employee base contract with the employee position changes or work schedule changes.
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Report Only creates a report of the employee contract base assignment changes but does not update them.
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Update creates a report and updates the employee position or work schedule changes.
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- Contract Selection
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Select the contracts, based on status, that are affected by the employee and work schedule updates.
- Termination Payout
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Select whether the remaining balance of the terminated assignment should be paid in full, or only the reserve balance, or only the summer deferral is paid out the next time Contract Time Record Generation (CM130) is run.
If none of these special options is selected, then time records are calculated by Contract Time Record Generation (CM130) based on the time record generation option that is selected in Company Contract Rule (CM00.1).
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If you selected Report Selection 1 (Employee changes), then you must define the details on the Employee Selection tab:
- Through Date
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Specify the date through which you want the employee contract changes to be processed by CM100. This is required with Report Selection = 1 (if Use Current Date flag is set to No).
- Use Current Date
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This is to make use of the current system date in processing records. If you do not select this option, then you must specify a date in the Through Date field. Employee changes are processed through this date.
- Processing Group
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Select the process group.
- Process Level
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Select the process level.
- Employee Group
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Select the employee group.
- Employee
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Select the employee.
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If you selected Report Selection 2 (Work Schedule change), then you must define the details on the Employee Selection tab:
- Contract Year
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Specify the contract year. This is required for processing work schedule change.
- Work Schedules
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Select the particular work schedules for the contract year. If no criteria are selected, then all work schedule changes will be selected for the company under the defined contract year to update.