Personnel Action Forms

Meeting Protocols

• Cell Phones: Please turn them off or

place in silent-mode

• Bathroom locations

• Emergency Evacuation Location

Agenda • Why a New PA Form

• Two Different PA Forms

• Revised PA Forms • General Information

• Section 1 – Employee Information

• Section 2 – Job Information

• Section 3 – Job Compensation

• Section 4 – Funding Information

• Section 5 – Budget Position/Control Info

• Section 6/7 – HR/Routing/Esign Info

• Examples of PA Types

• HRIS Website/Instructions

• Summary/Feedback

Why a new PA Form? • Streamline information flow

between departments

• Clarify intent of actions

• HR is taking advantage of opportunity to: • Enhance Instructions

• Create Website for PA and EPAF Resources

• Establish Regular PA Training

• Old PA phased-out by 1 Jan 2013

• Team led initiative – Lise Fitzpatrick

– Nicole Goodman

– Sue Guenter-Schlesinger

– Kim Herrenkohl

– Susan Hoidal

– Janet McLeod

– Ichi Pencil

– Andrea Ramirez

– Linda Teater

Two Different PA Forms

• PA Form #1 – Faculty, Librarians, and Salaried Graduate Students

• PA Form #2 – Classified, Professional Staff and Executive Officers

• Select the appropriate PA Form to use based on the “Job” type vs “Employee” type • E.G. Professional Staff employee being hired for a Faculty

position…use the Faculty PA form

• E.G. Faculty employee being hired for a Professional Staff position…use the Professional Staff PA form

New PA

General Information

New PA

General Information

New PA

General Information

Faculty, Librarian, Grad Student PA

Section 1 – Employee Information

Faculty, Librarian, Grad Student PA

Section 2 – Job Information

Faculty, Librarian, Grad Student PA

Section 3 – Job Compensation

Faculty, Librarian, Grad Student PA

Section 4 – Funding Information

Examples of Appt Percentage and FTE Faculty Appointment Percentage Examples

• ASSUMPTION: 12 Credits/Quarter is Full-Time for Qtr (Note: This changes depending on your particular college. Please contact Provost if unsure)

• Quarterly Calculation

• TT Professor, Full Time (12 Credit Load) = 100% Appt

• NTT Instructor Teaching 3 Credits = 3/12 or 25% Appt

• Annual Calculation (36 Credits Required for AY)

• Assumes Even Credit Distribution Load Per Quarter

• If Not, Use Quarterly Calculation Process

• TT Professor, Full Time (36 Credits) = 100% Appt

• NTT Professor, Part Time (9 Credits) = 9/36 = 25% Appt

• Calculations when Credit Load Changes by Qtr

• NTT Professor, 3 Credits Fall, 6 Credits Wtr, 1 Credit Spr

• Fall = 3/12 or 25% Appt

• Winter = 6/12 or 50% Appt

• Spring = 1/12 or 8.33% Appt

Faculty FTE Examples

# Months Worked/9 (or 12) X Appt %

FTE For Full-Time Faculty

• 9 Month, Full Time (100% Appt)

• 9/9 X100% = 1.0 FTE (Academic)

• 12-Month FTE (Job FTE)

• 9/12 X100% = .75 FTE

• If the Appt % changes between quarters, you need to compute the FTE by quarter

• Example: NTT Instructor, Fall 25%, Winter 50%, Spring 75%

• FALL: 3/12 X 25% = .063FTE

• WINTER: 3/12 X 50% = .125FTE

• SPRING: 3/12 X 75% = .188FTE

GAME TIME

• Can you find the

errors on the PA

Form?

• There are at least 5

errors

Faculty, Librarian, Grad Student PA

Section 5 – Budget and Position Control Information

New PA

Section 6 – Human Resources Use Only

Faculty, Librarian, Grad Student PA

Section 7 – Campus Routing and Esign Form Info

PA/EPAF Website

Summary

• Why a New PA Form

• Two Different PA Forms

• Specific PA Sections

• PA Example

• HRIS Website

Feedback/Questions • Without feedback, it’s just a lecture!

• What did you like?

• What did you dislike?

• What do you wish we covered in more

detail? • https://www.surveymonkey.com/s/HRClassEval