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SCT Banner Human Resources Employee Relations Administration Training Workbook

Release 7.1 May 2005

Confidential Business Information ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- This documentation is proprietary information of SunGard SCT and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard SCT. Prepared By: SunGard SCT

4 Country View Road Malvern, Pennsylvania 19355 United States of America

© SunGard 2004. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. In preparing and providing this publication, SunGard SCT is not rendering legal, accounting, or other similar professional services. SunGard SCT makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing. SunGard, the SunGard logo, SCT, the SCT logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, SCT fsaATLAS, SCT Matrix, SCT Plus, SCT OnSite and SCT PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.

Table of Contents

Topic Page Section A: Introduction

Overview A-1 Process Introduction A-2

Section B: Set Up Overview B-1 Rule and Validation Forms that Control Employee Relations B-2 Entering Bargaining Information B-3 Entering Grievance Information B-5 Entering Labor Contract Tracking Information B-9

Section C: Day-to-Day Operations Overview C-1 Process Introduction C-2 Collect Information on Bargaining Units C-4 Track Labor Contracts C-6 Record an Employee’s Grievance C-9 Resolve an Employee’s Grievance C-12 Inquiry Forms C-14 Self Check C-15 Answer Key C-16

Section D: Reference Overview D-1 Setup Forms and Where Used D-2 Day-to-Day Forms and Setup Needed D-3 Forms Job Aid D-4

©SunGard 2004-2005 Employee Relations

Page A-1

Section A: Introduction

Overview

Workbook goal This course is intended to teach the participant how to create and maintain labor-related information such as labor organization and bargaining unit details for employees and positions, contract specifications, and grievance tracking.

The workbook is divided into four sections:

• Introduction • Set-up • Day-to-day operations • Reference

Intended audience

Human Resources Office Administrators and Staff

In this section These topics are covered in this section.

Topic Page Process Introduction A-2


Page A-2

Process Introduction

Introduction The Employee Relations module enables you to create and maintain labor-related and bargaining unit information. It supports the following features:

• bargaining unit membership • multiple bargaining unit relationships • labor contract tracking • grievance tracking • labor organization details.

Flow diagram

Legend

= Employee

$$ = Finance Office

= HumanResource

Office

This diagram highlights the processes used to handle and resolve employee relations within the overall Human Resources process.

11

You are here!

Applicantinformation isreviewed and

interviews are held

Openposition

created andbudgeted

Employment record iscreated and maintained

for employee

Employee is hired Employee benefitinformation isestablished

Payroll is processedfor the employee

1 2 3 4 5

6789

Change to employeejob records areelectronicallyapproved

10

Employeesafety /healthincident isrecorded, ifnecessary

$$

Employee laborrelations and union

information ismaintained, if

required

Employeereviewspersonalinformation

12 13

Facultyinformation ismaintained

Tax process isadministeredfor employees

Employee recordshours worked

About the process

• Employees join a union and complete the necessary paperwork. • Human Resources records and tracks the bargaining unit information. • An employee may report a grievance. • Human Resources records and resolves the grievance. • Human Resources records the grievance resolution.


Page B-1

Section B: Set Up

Overview

Purpose The purpose of this section is to outline the set-up process and detail the procedures to set-up your SCT Banner system to handle labor-related and bargaining unit information at your institution.

Intended audience

Human Resources Office Administrators and Staff

Objectives At the end of this section, you will be able to create the rules and set

parameters used to process employee relations data.

Prerequisites To complete this section, you should have

• completed the SCT Banner Education Practices computer-based training

(CBT) tutorial “Banner 6.x Fundamentals: Navigation and Forms,” or have equivalent experience navigating in the SCT Banner System.

• completed the Human Resources Overview training workbook. • completed the Human Resources Employment Compensation workbook. • administrative rights to create the rules and set the validation codes in SCT

Banner.

In this section These topics are covered in this section. Topic Page

Rule and Validation Forms that Control Employee Relations B-2 Entering Bargaining Information B-3 Entering Grievance Information B-5 Entering Labor Contract Tracking Information B-9


Page B-2

Rules and Validation Forms That Control Employee Relations

Introduction Before SCT Banner can process employee relations information in the system, there are several codes and rules that need to be set or created.

Types of rule and validation forms needed

These forms are used to set the rules and parameters in SCT Banner for bargaining and grievance information. Note: The Leave Reason and Termination Reason Rule Forms are covered in the Employment Compensation Workbook.

Form Description Banner Name Rule Forms

Bargaining Unit Relationship Status PTRBURE Location Code PTRLCDE Union Local PTRUNLO Leave Reason (Empl Comp) PTRLREA Termination Reason (Empl Comp) PTRTREA

Validation Forms Bargaining Unit Code PTVBARG Grievance Participant Type PTVGRPT Grievance Standard Results PTVGRSR Grievance Type PTVGRTP Incident Status PTVISTA Contract/Agreement Type PTVCATY


Page B-3

Entering Bargaining Information Introduction One rule and one validation form must be established before entering

bargaining unit information for employees: • Bargaining Unit Relationship Status Rule Form (PTRBURE) • Bargaining Unit Code Validation Form (PTVBARG)

Banner form The Bargaining Unit Relationship Status Rule Form (PTRBURE), provides

user defined codes and descriptions to specify an employee’s relationship status with a union for use on the Employee/Job Labor Relations Form (PEABARG).

Procedure Follow the steps below to complete the process.

Step Action 1 Access the Bargaining Unit Relationship Status Rule Form

(PTRBURE). 2 Enter a 2-character code identifying a union status that can be assigned

to an employee in the Relationship Status field. 3 Enter the description of the relationship status code in the Description

field. 4 Enter the 1-character code in the Statistics Canada field to identify the

relationship status in Annual Statistics Canada reporting. (For Canadian sites only). Note: Currently ‘1’ and ‘2’ are the only two Statistics Canada codes recognized by the Canadian Regulatory Institution. You can associate either code with as many Relationship Status Codes you specify in the Rule Form.

5 Click the Save icon. 6 Click the Exit icon.

Continued on the next page


Page B-4

Entering Bargaining Information, Continued

Banner form The Bargaining Unit Code Validation Form (PTVBARG) enables you to

define the bargaining unit codes of each Union or other labor organization on the Employee/Job Labor Relations Form (PEABARG).

Procedure Follow the steps below to complete the process. Step Action

1 Access the Bargaining Unit Code Validation Form (PTVBARG). 2 Enter the next sequential number in the Bargaining Unit Code field. 3 Enter the description of the bargaining unit in the Description field. 4 Click the Save icon. 5 Click the Exit icon.


Page B-5

Entering Grievance Information

Introduction Four Validation forms must be established before entering grievance information for employees: • Grievance Participant Type (PTVGRPT) • Grievance Standard Results (PTVGRSR) • Grievance Type (PTVGRTP) • Incident Status (PTVISTA)

Banner form The Grievance Participant Type Validation Form (PTVGRPT) enables you to define grievance participant type codes for use on the Employee Relations Grievance Form (PEAGREV).

Procedure Follow the steps below to complete the process.

Step Action 1 Access the Grievance Participant Type Validation Form (PTVGRPT). 2 Enter a four-character code in the Type Code field to describe the

participant. 3 Enter the full description of the participant in the Description field. 4 Click the Save icon. 5 Click the Exit icon.



Page B-6

Entering Grievance Information, Continued

Banner form The Grievance Standard Results Validation Form (PTVGRSR) allows you to

establish grievance standard results codes for use on the Employee Relations Grievance Form (PEAGREV).

Procedure Follow the steps below to complete the process. Step Action

1 Access the Grievance Standard Results Validation Form (PTVGRSR). 2 Enter a four-character code to describe the result in the Results Code

field. 3 Enter the full description of the result in the Description field. 4 Click the Save icon. 5 Click the Exit icon.



Page B-7


Banner form The Grievance Type Validation Form (PTVGRTP) allows you to establish

grievance type codes for use on the Employee Relations Grievance Form (PEAGREV).

Procedure Follow the steps to complete the process.

Step Action 1 Access the Grievance Type Validation Form (PTVGRTP). 2 Enter a four-character code to describe the result in the Type Code




Page B-8


Banner form The Incident Status Validation Form (PTVISTA) allows you to establish codes

to identify the administrative status of a grievance or a health and safety incident. The codes on this form are entered on the Health and Safety Incident Form (PEAHSIN) and the Employee Relations Grievance Form (PEAGREV).


Step Action 1 Access the Incident Status Validation Form (PTVISTA). 2 Enter a one-character code to describe the status in the Status Code



Page B-9

Entering Labor Contract Tracking Information

Introduction One Validation form and two Rule forms must be established before entering grievance information for employees: • Contract/Agreement Type Validation Form (PTVCATY) • Location Code Rule Form (PTRLCDE) • Union Local Rule Form (PTRUNLO)

Banner form The Contract/Agreement Type Validation Form (PTVCATY) allows you to maintain codes and descriptions of union contract and agreement types. The codes on this form are entered on the Bargaining Unit Form (POABARG).


Step Action 1 Access the Contract/Agreement Type Validation Form (PTVCATY). 2 Enter a four-character code to identify the agreement in the

Contract/Agreement Type Code field. 3 Enter the full description of the agreement in the Description field. 4 Click the Save icon. 5 Click the Exit icon.



Page B-10

Entering Labor Contract Tracking Information, Continued

Banner form The Location Code Rule Form (PTRLCDE) specifies the locations of the union

offices housing the contract in effect at sites throughout your institution. The codes on this form are entered on the Bargaining Unit Application Form (POABARG).


Step Action 1 Access the Location Code Rule Form (PTRLCDE). 2 Enter a 1- to 4-character code to identify the contract location in the

Location Code field. 3 Enter a description of the contract location at the Description field. 4 Enter the street address portion of the contract location in the Address

field. Note: If you complete the ZIP or Postal Code field immediately after completing the Address field, the system automatically enters the associated values in the City, State/Province, and Nation Code fields.



Page B-11


Procedure, continued

Step Action 5 Enter the city portion of the contract location in the City field. 6 Enter the code identifying the state/province portion of the contract

location in the State or Province field. 7 Enter the ZIP or Postal Code portion of the contract location in the ZIP

or Postal Code field. 8 Enter “157” in the Nation Code field for the United States of America

or double-click to select the nation. 9 Click the Save icon. 10 Click the Exit icon.



Page B-12


Banner form The Union Local Rule Form (PTRUNLO) maintains the locations of the union

locals with which your institution has agreements and specifies your institution’s contact person at each local office. Information from this form is used on the Bargaining Unit Application Form (POABARG).


Step Action 1 Access the Union Local Rule Form (PTRUNLO). 2 Enter the 1- to 6-character code used to identify a union local in the

Union Local Code field. 3 Enter the description of the union local in the Union Description field. 4 Enter the name of the person who serves as the union contact for your

institution in the Contact Name field. 5 Enter the street address portion of the union local in the Address field.

Note: If you complete the ZIP or Postal Code field immediately after completing the Address field, the system automatically enters the associated values in the City, State or Province, and Nation Code fields.



Page B-13



Step Action 6 Enter the city portion of the union local location in the City field. 7 Enter the code identifying the state or province portion of the union

local location in the State or Province field. 8 Enter the ZIP or Postal Code portion of the union local location in the

ZIP or Postal Code field. 9 Double-click in the County field and select the county portion of the

union local location. 10 Enter “157” in the Nation field and select the nation portion of the

union local location. Note: You may also double-click in Nation field and select a nation from the list.

11 Enter the area code and telephone number of the union local in the Telephone field.

12 Enter the e-mail address of the union local in the Email field. 13 Enter the Universal Resource Locator (URL) of the union local Web

page in the Union URL field. Note: You can also use the Web icon to browse to the desired website.



Page C-1

Section C: Day-to-Day Operations

Overview

Purpose The purpose of this section is to explain the day-to-day or operational procedures to handle labor-related and bargaining unit information at your institution.

Intended audience

Human Resources Office Staff.

Objectives At the end of this section, you will be able to

• define bargaining unit membership • create bargaining unit relationships • track seniority • track labor contracts • enter, record, and resolve employee grievances.

Prerequisites To complete this section, you should have • completed the SCT Banner Education Practices computer-based training

(CBT) tutorial “Banner 6.x Fundamentals: Navigation and Forms,” or have equivalent experience navigating in the SCT Banner System

• completed the Human Resources Overview training workbook. You will also need to ensure that the rules and validation codes in SCT Banner needed for employee relations have been set up for you.


Process Introduction C-2 Collect Information on Bargaining Units C-4 Track Labor Contracts C-6 Record an Employee’s Grievance C-9 Resolve an Employee’s Grievance C-12 Inquiry Forms C-14 Self Check C-15 Answer Key C-16


Page C-2

Process Introduction

About the process

The Human Resource Office can:

• record and track bargaining unit information

• record and resolve employee grievances

Flow diagram

Legend

= Employee

= HumanResource

Office

This diagram highlights the processes used to record employee relations information into the SCT Banner HR system.

Employeecompletes

necessary formsand fowards to

Human Resources

Employeejoins union

Human Resources setsup employee for union

dues deduction

Human Resourcesrecords and tracks

bargaining unitinformation

Employee reportsa grievance

Human Resourcesinvestigatesgrievance

1 2 3 4 5

678

Human Resourcesrecords grievanceresolution

Human Resourcesrecords grievance

What happens The stages of the process are described in this table.

Stage Description Human Resource Office

1 Employee joins union. 2 Employee completes necessary forms and forwards to Human

Resources 3 Human Resources records and tracks bargaining unit information

(seniority, contract info).



Page C-3

Process Introduction, Continued

Stage Description

Human Resource Office 4 Human Resources sets employee deductions for union dues, if the

deduction has already been created in the Benefit/Deduction Rule Form (PTRBDCA).

5 Employee reports a grievance. 6 Human Resources records grievance. 7 Human Resources investigates grievance. 8 Human Resources records grievance resolution.


Page C-4

Collect Information on Bargaining Units

Introduction The Employee/Job Labor Relations Form (PEABARG) collects and displays information on an employee’s bargaining units and the jobs with which they are associated. Codes from the Bargaining Unit Validation Form (PTVBARG) can be entered for all the bargaining units that the employee is eligible to join.

Banner form

Procedure Follow these steps to complete the process.

Step Action 1 Access the Employee/Job Labor Relations Form (PEABARG). 2 Select the Search function in the ID Field to access the Employee

Search Form, POIIDEN, and select the employee. 3 Double-click on the Bargaining Unit Code field and select the code

you previously created. 4 Select Member from the drop-down list in the Relationship Status

field. 5 Enter the first date of the current month (or whatever date your

institution requires) in the Seniority field. 6 Enter the Effective Date and the End Date (Optional) in the

Bargaining Unit Dates fields.



Page C-5

Collect Information on Bargaining Units, Continued


Step Action 7 Click the Save icon. 8 Select the Search function in the Position field to access the Employee

Job Inquiry Form (NBIJLST) and select the employee’s position. 9 Enter the date that the employee started that position in the Job

Seniority Date field. 10 Enter the code to identify the employee’s job location in the Job

Location Code field. 11 Click the Save icon. 12 Click the Exit icon.

Note: You can view your employee’s bargaining information on the Employees By Bargaining Unit List Form, PEIEBRG, or Employees/Bargaining Unit by Position List Form, PEIPBRG.


Page C-6

Track Labor Contracts

Introduction The Bargaining Unit Form (POABARG) allows you to track/view union administrative and contract information by union.

Banner form


Step Action 1 Access the Bargaining Unit Form (POABARG). 2 Select the Search function in the Bargaining Unit field and select the

code for the American Association of University Professors. 3 Select the Search function in the Union Name field and select a union

name code from the list. Note: The Union Information fields will be populated by the system.



Page C-7

Track Labor Contracts, Continued

Options– Contract and Agreement Detail

The Contract and Agreement Detail window provides fields for specifying such contract information as contract status, the effective date and expiration date of the contract, and the contract agreement type. It also provides a direct link to the Web page containing the contract text.

Banner form


Step Action 1 Select Contract and Agreement Detail from the Options menu. 2 Enter the title of the contract in the Contract Title field.

Example: 2002 AAUP Yearly Contract

3 Select C-Current from the drop-down list in the Status field. 4 Enter the effective date of the contract in the Effective Date field. 5 Enter the date that the contract will expire in the Expire Date field. 6 Click the Multi-Year checkbox if this contract is effective for more

than one year. 7 Double-click in the Location field and select a location of the

bargaining unit.



Page C-8

Track Labor Contracts, Continued

Procedures, continued.

Step Action 8 Double-click in the Contract/Agreement Type field and select the

agreement type. 9 Enter the URL where the contract text is located in the Contract Text

URL field. 10 Enter the main details of the contract in the Comments field.

Example: Contract consists of 5% salary increase, inclusion of eye care benefits in medical plan, and 10% increase in life insurance benefits. For further details, contact Director of Labor Relations.

11 Enter contract text if desired in the Contract text field. Note: You can copy and paste the contract text into this field from another document. Copy the text you want to enter, then position your cursor in the Contract text field and press Ctrl + V on your keyboard.



Page C-9

Record an Employee’s Grievance

Introduction The Employee Relations Grievance Form (PEAGREV) collects data on employee relations grievances. The form describes the grievance and maintains data on dates filed and resolved, status and status history, and grievance type. The form contains four tabs: • General • Participants • Resulting Actions • Resolution Note: Be advised that although SCT Banner has form and user level security, IT will still be able to view the grievance forms.

Banner form


Step Action 1 Access the Employee Relations Grievance Form (PEAGREV). 2 Select the Generate Grievance Number icon. 3 Click the OK button to add a grievance. 4 Enter the date of the grievance in the Date Filed field. 5 Skip over the Date Resolved field. 6 Double-click in the Grievance Type field and select the appropriate

code.



Page C-10

Record an Employee’s Grievance, Continued


Step Action 7 Enter a description of the grievance in the Brief Description field.

Example: Complaint resulting from disciplinary action.

8 Double-click in the Status field and select a status code for the grievance.

9 Accept the default (activity date) or enter another date in the Status Date field.

10 Click the Save icon. 11 Enter a description of the grievance in the Grievance Description

field. 12 Click the Save icon.



Page C-11

Record an Employee’s Grievance, Continued

Participants tab The Participants tab allows you to associate a grievance with those individuals

involved in the grievance.


Step Action 1 Select the Participants tab. 2 Double-click in the Participant Type field and select the code for

Grievant. 3 Select the Search function in the ID field and select the employee that

filed the grievance. Note: The assignment and bargaining unit information will be populated by the system.

4 Click the Grievant checkbox if this participant is a grievant. 5 Click the Insert Record icon. 6 Double-click in the Participant Type field and select the code for the

participant type such as Witness, Supervisor, or Co-worker. 7 Select the Search function in the ID field and select the employee or

person who witnessed the grievance. 8 Repeat steps 5-7 as needed to enter all participants. 9 Click the Save icon. 10 Click the Exit icon.


Page C-12

Resolve an Employee’s Grievance

Resulting Actions tab

Procedure Follow these steps to complete the process. Step Action

1 Select the Resulting Actions tab. 2 Double-click in the Standard Resulting Actions field and select the

code that identifies the resolution. 3 Enter the date that the grievance was resolved in the Result Date field. 4 Click the Save icon.



Page C-13

Resolve an Employee’s Grievance, Continued

Resolution tab

Procedure Follow these steps to complete the process. Step Action

1 Select the Resolution tab. 2 Enter the resolution description in the Resolution field.

Note: You should try to be as descriptive as possible. Include clarifications, action items, next steps and agreements. It is a good idea to initial and date the comments entered.



Page C-14

Inquiry Forms Inquiry Forms and Descriptions

The Employee Relations module provides the following inquiries: • Employee by Bargaining Unit List Form (PEIEBRG) • Employees/Bargaining Unit by Position List Form (PEIPBRG) • Return to Work List Form (PEIRTWK)

PEIEBRG The Employee by Bargaining Unit List Form (PEIEBRG) is a view-only form

listing employees associated with a specified bargaining unit and bargaining unit status. Data displayed on this form is entered via the Employee/Job Labor Relations Form (PEABARG) and includes employee ID, employee name, employee status, employee seniority date within the bargaining unit, and effective and end dates of the bargaining unit for the employee.

PEIPBRG The Employees/Bargaining Unit by Position List Form (PEIPBRG) is a view-only form listing the employees associated with a specified position. The data displayed on this form is entered via the Employee/Job Bargaining Unit Form (PEABARG) and includes employee ID, employee name, bargaining unit, bargaining unit status, and job seniority date with the bargaining unit.

PEIRTWK The Return to Work List Form (PEIRTWK) displays a list of employees who have been either terminated or on a leave status in SCT Banner, as indicated on the Employee Form (PEAEMPL), and eligible to return to work. Records are displayed in user-specified order. The data displayed on this form is entered via the Employee/Job Bargaining Unit Form (PEABARG) and includes employee ID and name, positions, bargaining unit, seniority date, and bargaining unit seniority date.


Page C-15

Self Check

Directions Use the information you have learned in this workbook to complete this self check activity.

Question 1: set up

Which validation form would you use to enter a witness code that could be later used on a grievance form? A. Grievance Participant Type B. Grievance Standard Results C. Bargaining Unit Relationship Status D. Grievance Type

Question 2: day-to-day

In SCT Banner, an employee can only be a member of one bargaining unit. True or False


Detailed information about the contract can be found in the Contract Text field on the Bargaining Unit Form, POABARG. True or False


Participants have to be employees, and must be entered on the Person Identification Form, PPAIDEN, before they are entered on the Employee Relations Grievance Form. True or False


Any actions that are entered in the Resulting Actions window must be pre-defined on the Grievance Standard Results Validation Form, PTVGRSR. True or False


Page C-16

Answer Key

Question 1: set up

Which validation form would you use to enter a witness code that could be later used on a grievance form? A. The Grievance Participant Type Validation Form, PTVGRPT.


In SCT Banner, an employee can only be a member of one bargaining unit. False. An employee can be associated with multiple bargaining units provided they are eligible to join.


Detailed information about the contract can be found in the Contract Text field on the Bargaining Unit Form, POABARG. True


Participants have to be employees, and must be entered on the Person Identification Form, PPAIDEN, before they are entered on the Employee Relations Grievance Form. False. Participants can include grievant, supervisors, witnesses, etc. They do not have to be employees.


Any actions that are entered in the Resulting Actions window must be pre-defined on the Grievance Standard Results Validation Form, PTVGRSR. True


Page D-1

Section D: Reference

Overview

Purpose The purpose of this section is to provide reference materials related to the workbook.


Setup Forms and Where Used D-2 Day-to-Day Forms and Setup Needed D-3 Forms Job Aid D-4


Page D-2

Setup Forms and Where Used

Purpose Use this table as a guide to the setup forms and the day-to-day forms that use them. Setup Form Day-to-Day Form(s)

Form Name Code Form Name Code Bargaining Unit Relationship Code Rule Form

PTRBURE Employee/Job Labor Relations Form

PEABARG

Employee/Job Labor Relations Form

PEABARG Location Code Rule Form PTRLCDE

Bargaining Unit Form POABARG Union Local Rule Form PTRUNLO Bargaining Unit Form POABARG

Employee/Job Labor Relations Form

PEABARG

Bargaining Unit Form POABARG

Bargaining Unit Code Validation Form

PTVBARG

Employee Relations Grievance Form

PEAGREV

Grievance Participant Type Validation Form

PTVGRPT Employee Relations Grievance Form

PEAGREV

Grievance Standard Results Validation Form

PTVGRSR Employee Relations Grievance Form

PEAGREV

Grievance Type Validation Form

PTVGRTP Employee Relations Grievance Form

PEAGREV

Incident Status Validation Form

PTVISTA Employee Relations Grievance Form

PEAGREV

Contract/Agreement Type Validation Form

PTVCATY Bargaining Unit Form POABARG


Page D-3

Day-to-Day Forms and Setup Needed

Purpose Use this table as a guide to the day-to-day forms and the setup forms needed for each.

Day-to-Day Form Setup Forms Needed Employee/Job Labor Relations Form (PEABARG)

• Bargaining Unit Relationship Code Rule Form (PTRBURE)

• Location Code Rule Form (PTRLCDE) • Bargaining Unit Code Validation Form (PTVBARG)

Bargaining Unit Form (POABARG)

• Location Code Rule Form (PTRLCDE) • Bargaining Unit Code Validation Form (PTVBARG) • Contract/Agreement Type Validation Form (PTVCATY)

Employee Relations Grievance Form (PEAGREV)

• Bargaining Unit Code Validation Form (PTVBARG) • Greivance Participant Type Validation Form (PTVGRPT) • Grievance Standard Results Valiation Form (PTVGRSR) • Grievance Type Validation Form (PTVGRTP) • Incident Status Validation Form (PTVISTA)


Page D-4

Forms Job Aid

Purpose Use this table as a guide to the forms used in this workbook. The Owner column may be used as a way to designate the individual(s) responsible for maintaining a form.

Form Name Form Description Owner PTRBURE Bargaining Unit Relationship Code Rule

Form

PTRLCDE Location Code Rule Form PTRUNLO Union Local Rule Form PTVBARG Bargaining Unit Code Validation Form PTVGRPT Grievance Participant Type Validation

Form

PTVGRSR Grievance Standard Results Validation Form

PTVGRTP Grievance Type Validation Form PTVISTA Incident Status Validation Form PTVCATY Contract/Agreement Type Validation

Form

Release Date

This workbook was last updated on 05/31/2005.

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