HR Transaction Form Basics
Effective Dates - Academic Year (AY) appointment effective dates should correspond to offer letter and AY working day calander. (UI Payroll Academic Year Calander).
Position Numbers - CLAS Temporary Position Numbers
MFK (Master File Key) -
Paygroups/Compensation - (Paygroup A vs. B, etc)
Steps to Finalize a Form(Refresh/Draft/Final)
Form Status Codes (In workflow/Complete/Void)
Remarks Section - Please be sure to use the remarks section to clarify any unique things about the form to help eliminate confusion as the form is routed thru workflow.
Attachments - Please be sure that terms of offer match the information submitted on the HR form prior to finalizing the form and routing in workflow. (See also, UI help pages for Attachments in Workflow training.)
Dates & Deadlines -
- CLAS monlthy HR form deadlines - see current DEO Mailing
- Payroll monthly & bi-weekly HR form deadlines - UI Payroll Calander
Steps to Review Faculty Status End Date
Reminder - There are currently three HR forms that are pulled into HR electronically when they are finalized, Appointment, Leave Without Pay and Termination. Therefore, after the form has been put into final form, it is availalbe to HR Data entry to be downloaded and added to into central HR. During times of high volumn this may take several days, however, because of this, payment to employees may start or stop based on the preliminary form before it is routed completely thru workflow.