welcome to pennworks faculty compensation training (1 of 2) 1 this presentation has no audio...

29
Welcome to Welcome to PennWorks PennWorks Faculty Faculty Compensation Compensation Training Training (1 of 2) (1 of 2) 1 This presentation has no audio Optional: Click icon to print slides Use buttons to move forward, back or PAUSE the presentation

Upload: phillip-pitts

Post on 16-Dec-2015

216 views

Category:

Documents


0 download

TRANSCRIPT

Welcome to Welcome to PennWorks PennWorks

Faculty Compensation Faculty Compensation Training Training

(1 of 2)(1 of 2)

1

This presentation has no audio

Optional: Click icon to print slides

Use buttons to move forward, back or PAUSE the presentation

Web Training Tips

2

Navigation Tabs• Outline and Thumbnail

show your location in the training

• Search allows you to search through the training text

Presentation Controls• Use buttons to play/

pause or move forward or back through presentation

Web-Links• On-screen links will

open a separate browser window Click the Slide Notes button to remove the slide

outline and expand the presentation viewing area

You do not have to complete the course at one sitting; you may stop the PennWorks

courses at any time and resume later. When you return, log in again, click Enrolled in the left toolbar, find the PennWorks course you would like to

resume, and click Start. You will have the option to resume where you left off or start

from the beginning.

• Multiphase project sponsored by Provost’s Office, Human Resources, Division of Finance, and Information Systems and Computing

• A new web-based front-end user interface for the current HR/Payroll System

• To be used by: – Business Administrators– Payroll Coordinators– Human Resources– Central Payroll Office– Faculty Affairs Offices

3

What is PennWorks?

PennWorks Scope

First Release:• Three Collection Tabs:– Bio– Roles/Distributions– Faculty CompensationFaculty Compensation

4

Later Releases: • Additional Pay• SALINC (annual salary increase)• Late Payments/Adjustments• Reallocations• Online Time Reporting

• Introduction to PennWorks Faculty Compensation Collection

• Build knowledge of: – Standard definitions of Compensation components – How to use the PennWorks Faculty Compensation Tab

5

Learning Objectives

Faculty Compensation Training & Access

6

• PennWorks Faculty Compensation is a two (2) module web-based course available as of October 12, 2009

• Existing HR/Payroll users identified by their School are required to complete this web-based training by 5 p.m. on Friday, October 30, 2009, or they will not have access to the Faculty Compensation Tab when PennWorks goes live on November 2, 2009

• Access for new users (not previously users of HR/Payroll) requires completion of Faculty Compensation training and a completed, signed access form

• Users will access PennWorks via PennKey and Password

What is the Faculty Compensation Tab?• A tab on the PennWorks application used for

collecting and maintaining the university’s annual salary commitment to faculty – Much as you would expect to see in an offer

letter or salary letter• A feature only available for:

– Standing and Associated Faculty– Health System Clinicians– Lecturer C

7

What is the Faculty Compensation Tab?(cont’d)

• A standard set of definitions for the various components of faculty compensation

• Data necessary to do comparative reporting between actual pay and expected compensation

• An opportunity to improve internal analytical reporting, as well as Penn’s capability to respond to external salary surveys

8

What Will I See on the Compensation Tab?• When you first access a record, you will see:– Under the Current Compensation section at the top of

the tab you will see the FY10 Faculty Compensation data your School provided the PennWorks project team before implementation

– Under Compensation Details you will see the current year Faculty Compensation detail - the user can reset the fiscal year to view FY09 detail

9

PennWorks Faculty Compensation Tab

10

Components not tracked on the Compensation Tab are:1.Summer & Evening Teaching2.Summer Research3.Bonuses & Incentives4.Benefit Stipends5.Honoraria

Collects prospectively , Penn’s annual salary commitment for:1.Academic Base (previously entered on 003 screen)2.Base Salary Supplement3.Faculty Salary4.Administrative Stipends5.Staff Salary

When Do I Update the Faculty Compensation Tab?• During the new hire (Add a Person) process• For any mid-year promotion, salary increase, or

reappointment– PennWorks users performing these tasks will be prompted

to update Faculty Compensation if they have Faculty Compensation Update access

– Users with Faculty Compensation update access, but not update access to Roles/Distributions must coordinate with the Business Administrator or Payroll Coordinator managing the record to ensure Compensation related to new or changed roles are being accounted for

11

What Do I Need to Know to Manage the Faculty Compensation Tab?

• Standard definitions of faculty compensation components

• An understanding of how faculty roles are captured in PennWorks

• How to navigate and update compensation in PennWorks

12

13

Total Compensation

Compensation Tracked on Faculty Compensation Tab One Time Pay Period Adjustment

Components of Faculty Compensation

Standard Definition: Academic Base• As described in the Handbook for Faculty and

Academic Administrators (Section II .E.11)

– Academic base salaries may be decreased only in accordance with an expressed agreement or because of financial exigency

• Salary paid for regular, full-time academic duties of standing faculty as derived by each School for:– Teaching– Research– Service

14

Standard Definition: Academic Base (cont’d)

• Does not include:– Extra salary for administrative appointments– Overload teaching– Summer research, teaching and administrative

appointments– Performance incentives – Bonuses

15

Standard Definition: Academic Base (cont’d)

• While normally paid for a 9-month academic year, paid out in 12 equal amounts in a monthly paycheck, some Schools pay an annualized base for regular academic duties performed over a 12-month period

• Faculty with a summer research role must have Academic Base entered– Summer research monthly pay period amount should

equal 1/9 of Academic Base or less

16

Standard Definition: Faculty Salary• A new term to describe salary normally paid for

academic duties of non-standing faculty• Does not include extra salary for:– Administrative appointments– Overload teaching– Summer research, teaching and/or administrative

appointments– Performance incentives – Bonuses

17

Standard Definition: Base Salary Supplement

• A new term to describe salary in excess of Academic Base or Faculty Salary that is guaranteed for a defined term

• Often necessary for recruitment and retention– May be reduced or eliminated at the School’s discretion, or

in accordance with any written agreement between the School and the Faculty member

18

Standard Definition: Base Salary Supplement (cont’d)

• Does not include:– Extra salary for administrative appointments– Overload teaching– Summer research, teaching and administrative

appointments– Performance incentives – Bonuses

• Not included in calculations of summer ninths for summer research stipends, summer teaching stipends and overload teaching stipends

19

Standard Definition: Administrative Stipends • Salary paid for administrative appointments

beyond regular teaching, research and service responsibilities

• May include duties performed on an interim basis• The administrative stipend amount should equal

the sum of all current administrative roles’ annual salaries

20

Standard Definition: Staff Salary • A new term to describe salary that is normally paid

for staff member duties, for those Faculty holding staff positions as their primary job – e.g. Senior Research Investigators and Health System

Clinicians

21

Valid Conditions Re: Compensation• Academic Base is required for Standing Faculty,

including Lecturer C and Clinician Educators– Non-Standing Faculty do not have an Academic

Base Salary• Only Faculty with a paid, non-guaranteed secondary

appointment should have both Academic Base and Faculty Salary

22

Valid Conditions Re: Compensation (cont’d)

• Two rates in the same compensation category (e.g. Academic Base) in effect at the same time are not allowed

• Faculty cannot have a Base Salary Supplement without first having an Academic Base or Faculty Salary

• Tenure track Faculty must have an Academic Base

23

24

• The HR/Payroll system (UMIS) uses ‘Jobs’ to capture appointment information – Limit of 4 Jobs allowed, with a maximum of 8 distributions per Job

• To stay within the 4 Job limit, often Faculty who have more than one administrative appointment have them grouped together under one ‘Job’ previously referred to as A1- Academician or the distribution is added to the main academic Job – This presents challenges when wanting to report on compensation for

each administrative appointment• Users manually merge appointments (most often administrative

appointments) to manage the records within the 4 Job limit

HR/Payroll (UMIS) Jobs PennWorks Roles

Before PennWorks…

• PennWorks uses ‘Roles’ on the Roles/Distribution tab to capture appointment information without a limit of 4

• PennWorks logic automatically provides a consistent reorganization of these roles into the HR/Payroll (UMIS) jobs when there are more than 4 – Much like users do manually today when the job limit is

exceeded

25

After PennWorks…

HR/Payroll (UMIS) Jobs PennWorks Roles

• For Faculty, this means that each administrative appointment can be captured separately in PennWorks along with the associated salary and distributions– e.g. A Faculty record can have multiple roles with job class

code 140010- Faculty Admin Appointment (A1) and select from any of the following descriptions:• Department Chair• Director of a Center/Institute• Graduate Group Chair• Lab Director

26

After PennWorks…

HR/Payroll (UMIS) Jobs PennWorks Roles (cont’d)

• The Home Organization who manages the Faculty Compensation Collection must be familiar with each Role in PennWorks to ensure the associated salary is accounted for

• Faculty administrative roles can be designated as ‘interim’

• Users may enter a free-text title to better describe the role – e.g. Director, Urban Design Program

• Unpaid roles may be added if an organization wants to record the appointment

27

More About PennWorks Roles

Quiz Instructions• The following slide will link directly to an on-line quiz• If you would like to review the material before

proceeding to the quiz, use the navigation bar on the left to return to a specific topic or page

• All questions must be answered correctly for successful completion

• You may retake the quiz, however you must close the current session and start the course again

28

Use the navigational controls below when you are ready to proceed to the quiz

PROPERTIES

On passing, 'Finish' button: Close WindowOn failing, 'Finish' button: Goes to Previous SlideAllow user to leave quiz: After user has completed quizUser may view slides after quiz: At any timeUser may attempt quiz: Unlimited times