Configuration Approach - Jobcodes

Jiasoj sl Jdfljsdoi Configuration Approach State of Connecticut Jobcodes Core-CT Project

Item Overview: The Job Code Table is a delivered PeopleSoft table used to identify State of Connecticut job classifications in the system and define job family, compensation, and regulatory information for the particular job code.

Menu Path: Go / Define Business Rules / Manage Human Resources / Setup / Job Code Table

JOBCODE_TBL JOBCD_COMP_RATE JOBCD_TRN_PROG

JOBCODE_TBL

D:\Docs\2017-07-18\0facaa83cafd92d3579ef9688ea1c03f.doc 11／12／2017 11／12／2017 Page 1 of 17 Jiasoj sl Jdfljsdoi Configuration Approach State of Connecticut Jobcodes Core-CT Project

Record Information:

PS RECORD NAME RECORD NAME DESCRIPTION JOBCODE_TBL Job Code Table Used to store codes and attributes for different types of work that the organization requires in order to provide services. JOBCD_COMP_RATE Job Code Compensation Used to associate multiple components of pay to Rate Table a job code. JOBCD_TRN_PROG Job Code Training Used to associate a training program to a job Program Table code.

Approach: The State of Connecticut will utilize job code functionality. There will be a one to one relationship between a job code, a salary plan and a bargaining unit. An example being, a Clerk assigned to the Clerical bargaining unit would have a different job code than a Clerk working in HR who would not belong to a bargaining unit and would be assigned to the confidential pay plan. Currently there are approximately four thousand job codes maintained by DAS. Eight hundred and fifty unclassified job codes exist at UCONN-Storrs and three-hundred at UCONN-Health. The interfacing agencies, UCONN Storrs and UCHC are not currently maintained by DAS although DAS assigns the (class) jobcode number.

The training module will not be used in phase one therefore the records associated with the Job Code Training Program Table will not be configured at this time. We will have one default compensation rate code for every Jobcode.

Information Source:  The information for this table will be gathered from the Department of Administrative Services. UCONN-Storrs, UCONN Health, Judicial, Legislative Management, the Community Colleges and Department of Education will also have to submit data.

Data Entry Method:

_____ On-Line Pages

___X_ Excel Spreadsheet

Fields on Record: PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION JOBCODE_TBL Job Code Table SETID SetID 6 Character field. The value for this field will be determined as part of the SETID work unit which defines how the State of Connecticut would like to organize Jobcode information for viewing purposes.

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION JOBCODE Job Code 6 upper characters in length, required, will configure to utilize State of Connecticut’s existing job codes. State of Connecticut job codes currently use 4 digits; will need to expand to 6 to adjust for one to one relationship to salary plans. Currently the job code for clerk is 2007, it could be assigned to two different salary plans a clerical plan and a confidential plan in PS this could be 2007CL and 2007CA EFFDT Effective Date The effective date will default to the existing job code effective dates for administration purposes. Each job code has an effective date identifying the date the classes was established or last changed. Configure to most current date. EFF_STATUS Status as of Effective Date Xlat. Values are Active or Inactive. Default to “A” for Active. The State will set this value to ‘A’ DESCR Description 30 mixed characters in length, required, will configure to State of Connecticut’s long job code descriptions. State currently uses 60 characters in length. DESCRSHORT Short Description 10 mixed characters in length, required, will configure to State of Connecticut’s short job code description. This field always defaults to the first 10 characters of the long description, but this should be made into a meaningful value. JOB_FUNCTION Job Function Code Prompt field edit: JOBFUNCTION_TBL, categorizes the job by function, such as administrative, legal or management. Configure with State of Connecticut’s current structure as defined in the job function configuration work unit. SETID_SALARY Salary Set ID Prompt field edit: %SAL_SETID_PRMP, 5 upper characters in length, This field will be set with a value that is determined as part of the Table Set configuration work unit. The SETID_SALARY field segregates salary plans, grades, and steps into logical order for viewing purposes.

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION SAL_ADMIN_PLAN Salary Administration Prompt field edit: %SAL_PLN_PRMPT2, 4 Plan upper characters in length, configure to meet the State of Connecticut’s salary plan that is reflective of the union and standard hours associated with each job code. The valid values will be set as part of the Salary configuration work unit. GRADE Salary Grade Prompt field edit: %SAL_GRD_PRMPT2, 3 upper characters in length, configure to meet the State of Connecticut’s salary grade plans that are reflective of the union and standard hours associated with each job code. The valid values will be set as part of the Salary configuration work unit. STEP Step Prompt field edit: %SAL_STP_PRMPT2, 2 numbers in length, the State of Connecticut will default to step 1 or the minimum step within the grade. MANAGER_LEVEL Manager Level Xlat. Values delivered are 10 and will be modified to meet the State of Connecticut’s 14 values. See DHR008. SURVEY_SALARY Salary Survey 8 numbers in length, not required, will not configure, leave blank. Used to identify average salaries for comparison to private sector. SURVEY_JOB_CODE Salary Survey Job Code 8 upper characters in length, not required, will not configure, leave blank. Used to identify the average salary for comparison to private sector. UNION_CD Union Code Prompt field edit: UNION_TBL, 3 upper characters in length used to distinguish each representative unit, regardless of whether or not the unit is represented by a Union. Configure with existing State of Connecticut’s labor unit codes. The valid values for this field will be determined as part of the Unions configuration work unit. RETRO_RATE Retroactive Rate Field not required, will not configure, leave blank. RETRO_PERCENT Retroactive Percent Field not required, will not configure, leave blank. CURRENCY_CD Currency Code Prompt field edit: CURRENCY_CD_TBL, enter “USD”

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION STD_HOURS Standard Hours 4.2 numbers in length, enter the number of hours in a normal work week for the job code. Defaults to the OPR_DEF_TBL_H Table which is currently configured to 40. There are different standard hours for different job codes, depending on the union and salary plan they are assigned to 35, 36.25 37.50 38.75 ,40 STD_HRS_FREQUEN Standard Work Period Prompt field edit: STDHRS_FREQ_VW, 5 CY upper characters in length, enter the time period in which employees must complete the Standard Hours. Defaults to the OPR_DEF_TBL_H Table, which is currently configured to W for weekly. COMP_FREQUENCY Compensation Frequency Prompt field edit: COMP_FREQ_VW, 5 upper characters in length, enter the time frequency an employee gets paid, defaults to the frequency specified in the Installation Table. (Should be set to “B” for biweekly.) WORKERS_COMP_C Workers’ Comp Code 4 upper characters in length, not required, leave D blank. State will not use. JOB_FAMILY Job Family Prompt field edit: JOB_FAMILY_TBL, 6 upper characters, configure with values that group job codes at a high level. Configure to Occupation Group/Job Family JOB_KNOWHOW_POI Know how-Points Default to “0”. Will not be used. Overall Job NTS Evaluation on job codes will be maintained outside of PeopleSoft. JOB_ACCNTAB_POIN Accountability-Points Default to “0”. Will not be used. Overall Job TS Evaluation on job codes will be maintained outside of PeopleSoft. JOB_PROBSLV_POIN Problem-Solving-Points Default to “0”. Will not be used. Overall Job TS Evaluation on job codes will be maintained outside of PeopleSoft. JOB_POINTS_TOTAL Total Points Default to “0”. Will not be used. Overall Job Evaluation on job codes will be maintained outside of PeopleSoft. JOB_KNOWHOW_PC Know how-Percent Default to “0” Will not be used T JOB_ACCNTAB_PCT Accountability-Percent Default to “0” Will not be used. JOB_PROBLSLV_PCT Problem-Solving-Percent Default to “0” Will not be used. REG_TEMP Regular / Temporary Xlat table, to establish job code as either regular or temporary. We will configure to appropriate value. DIRECTLY_TIPPED Tipped Xlat table, The default value of “N” should always be configured.

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION MED_CHKUP_REQ Medical Checkup Defaults to “N”, configure to “N”. Prompt to be Required used if the job code requires a one-time medical checkup when the worker is hired. JOBCD_USA_SBR FLSA_STATUS FLSA Status Xlat, system defaults to “N”, most job codes are non-exempt from FLSA. This field should be specifically set for each Jobcode. Values differ from State of Connecticut’s current values. While this field can be overridden at the employee level we should set it to a valid value here. EEO1CODE EEO-1 Job Category Xlat, system defaults to “N”, configure to “N” because this field is used for private sector reporting which is not applicable to the state. EEO4CODE EEO-4 Job Category Xlat, system defaults to “N”. This field will be used by the state (except UCONN and UCHC unclassified job codes) and will be set up individually for each job code. EEO5CODE EEO-5 Job Category Xlat, system defaults to “N”, configure to “Y” because this field will be used for Department of Education reporting purposes. EEO6CODE EEO-6 Job Category Xlat, system defaults to “N”. Use default. This category will be used by UCONN and will be modified with 6 additional values as identified in DHR104. EEO_JOB_GROUP EEO Job Group 4 Upper Characters, State will configure to match groups currently used, additional groups will be gathered from UCONN & UCHC. NOTE: The State of Connecticut will not configure the EEO work unit. Information contained within the EEO work unit is simply a duplication of EEO_JOB_GROUP information. US_SOC_CD Standard Occupational Used for the State of Alaska for use in Classification unemployment insurance reporting. IPEDSSCODE IPEDS-S Job Category Xlat, 1 upper character, Y/N system defaults to “N”. Used for reporting purposes for US higher education institutions that receive funding from a US Federal Government program. UCONN Storrs & UCONN Health does use this report. JOBCD_CAN_SBR CAN_PAYEQ_JOB_CL Canadian Pay Equity Job Canadian sub-record and will not be configured. S Class CAN_NOC_CD National Occupational Canadian sub-record and will not be configured. Classification SEASONAL Seasonal Canadian sub-record and will not be configured.

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION BPS_ACTIVITY_CD BPS Activity Canadian sub-record and will not be configured. JOBCD_GER_SBR FUNCTION_CD Function Code German sub-record and will not be configured. BA_CD BA Code German sub-record and will not be configured. TECHNICAL Technical German sub-record and will not be configured. MED_SURV_REQ Medical Surveillance German sub-record and will not be configured. Required JOBCD_FRA_SBR EMP_CATEGRY_FRA Employee Category French sub-record and will not be configured. ACTIVITY_TYPE_FR Activity Type French sub-record and will not be configured. A INSEE_CD_FRA INSEE Code French sub-record and will not be configured. JOBCD_UK_SBR UK_SOC_CD Standard Occupational United Kingdom sub-record and will not be Classification configured. JOBCD_FED_SBR GVT_PAY_PLAN Pay Plan Federal sub-record and will not be configured. GVT_OCC_SERIES Occupational Series Federal sub-record and will not be configured. TRN_PROGRAM Training Program Federal sub-record and will not be configured. COMPANY Company Federal sub-record and will not be configured. GVT_FUNC_CLASS Functional Class Federal sub-record and will not be configured. GVT_POSN_TITLE_C Official Position Title Federal sub-record and will not be configured. D Code GVT_OFFICIAL_DES Official Position Title Federal sub-record and will not be configured. CR GVT_ORG_TTL_CD Organizational Position Federal sub-record and will not be configured. Title Code GVT_ORG_TTL_DESC Organizational Position Federal sub-record and will not be configured. R Title GVT_PAY_BASIS Pay Basis Federal sub-record and will not be configured. GVT_SUB_AGENCY Sub-Agency Federal sub-record and will not be configured. GVT_POI Personnel Office ID Federal sub-record and will not be configured. GVT_PAREN_TITLE Parenthetical Title Federal sub-record and will not be configured. GVT_OPM_CERT_NB OPM Certification Federal sub-record and will not be configured. R Number GVT_POSN_CLASS_S Position Classification Federal sub-record and will not be configured. TD Standards GVT_POSN_SENS_CD Sensitivity Code Federal sub-record and will not be configured. GVT_IA_ACTIONS IA Actions Federal sub-record and will not be configured. GVT_EXEC_FIN_DISC Executive Financial Federal sub-record and will not be configured. L Disclosure GVT_EMP_FIN_INT Employee Financial Federal sub-record and will not be configured. Interests GVT_PATCOB_CD PATCOB Code Federal sub-record and will not be configured.

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION GVT_CLS_STANDAR Classification Standard Federal sub-record and will not be configured. D GVT_CLASSIFIER_ID Classifier’s ID Federal sub-record and will not be configured. GVT_DT_CLASSIFIED Date Classified Federal sub-record and will not be configured. BARG_UNIT Bargaining Unit Federal sub-record and will not be configured. GVT_FUND_SOURCE Fund Source Federal sub-record and will not be configured. GVT_LEO_POSITION LEO/Fire Position Federal sub-record and will not be configured. GVT_PERF_PLAN Performance Plan Federal sub-record and will not be configured. GVT_TARGET_GRAD Target Grade Federal sub-record and will not be configured. E GVT_PI_UPD_IND Pi upd ind Federal sub-record and will not be configured. ENCUMBER_INDC Encumbrance Indicator Xlat, system defaults to “N”, State will use commitment accounting. The encumbrance valid values are ‘I’ for encumber immediately, ‘R’ for encumber of requisition, or ‘N’ for no encumbrance. At the JOBCODE_TBL level this value should be set to ‘N’, but at the Position Level this field should be set specifically. POSN_MGMT_INDC Used By Position Xlat, system defaults to “Y”, which means on, set Management? as “Y”. This tells the system we are budgeting for the job code at the position level EG_ACAMEDIC_RAN Academic Rank 3 number characters, Prompt field edit: K EG_Rank_TBL. UCONN uses this, it is presently called “Faculty Rank” and UCONN has provided values. . EG_GROUP Service Calculation Group Prompt field edit: EG_CALC_SVC_W. Will leave blank. The State will not use the Flexible Service Calculation functionality to calculate service or tenure. HP_STATS_DUTIES Stats-Can Duties Canadian sub-record and will not be configured. HP_STATS_RPT_FLA Stats-Can Report Flag Canadian sub-record and will not be configured. G ENCUMB_SAL_OPTN Encumber Salary Option Xlat, required. The system will use the option you select here to determine salary when it encumbers the salaries of vacant positions. This should be set at the Position Level. The State currently budgets for vacancies at the min salary, configure to “MIN” ENCUMB_SAL_AMT Encumber Salary Amount Xlat not required. The system will use the amount you enter when it encumbers the salaries of vacant positions. This should be set at the position level. JOBCD_ITA_SBR INAIL_CODE INAIL Code Italian sub-record and will not be configured.

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION DESCRLONG Description Italian sub-record and will not be configured. JOBCD_AUS_SBR ASCO_CD_AUS ASCO Code Australia sub-record and will not be configured. PKG_TEMPLATE_ID Package Template ID Australia sub-record and will not be configured PKG_RULE_ID Package Rule ID Australia sub-record and will not be configured JOBCD_AUSHE_SBR FUNCTIN_AUS Job Function Australia sub-record and will not be configured ANN_CNTACT_HRS_ Annual Contact Hours Australia sub-record and will not be configured AUS TEACH_WEEKS_AUS Total weeks in teaching Australia sub-record and will not be configured job CASUAL_TYPE_AUS Type of work performed Australia sub-record and will not be configured JOBCD_MYS_SBR WORK_DAY_HOURS Number of hours in a work Malaysia sub-record and will not be configured day JOBCD_FA_SBR FA_PAY_PROGRAM Festive Advance Pay Malaysia sub-record and will not be configured Program JOBCD_FP_SBR ELECTION_GROUP Election Group French Public Sector sub-record and will not be configured LABOR_AGREEMENT Labor Agreement French Public Sector sub-record and will not be configured FP_PROF_CATG Labor Agreement French Public Sector sub-record and will not be Category configured FP_JOB_FMLY CS Job Code French Public Sector sub-record and will not be configured FP_OFF_COLAG Job Outside Collective French Public Sector sub-record and will not be Labor Agreement configured FP_MATRIX_TYP Salary Grade Table Type French Public Sector sub-record and will not be configured FP_BUSINESS_CD Occupation Code French Public Sector sub-record and will not be configured FP_JOBCD_ACC Match Competencies French Public Sector sub-record and will not be configured FP_ATCH_AREA Attachment Sector French Public Sector sub-record and will not be configured FP_JOB_TYP Job Type French Public Sector sub-record and will not be configured FP_AUTO_RATFY Auto Hire Validation French Public Sector sub-record and will not be configured LAST_UPDATE_DAT Date of Last Update French Public Sector sub-record and will not be E configured

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION REG_REGION Regulatory Region Prompt field edit: REG_STANDARD_VW, used in performing regulatory and regional edits, verify with approach doc for regulatory region (to be completed).

SAL_RANGE_MIN_R Salary Range Minimum 12.6 numbers in length, configure with minimum ATE Rate salary amount for salary grade. SAL_RANGE_MID_R Salary Range Midpoint 12.6 numbers in length, This must be populated ATE Rate with the mid rate for the salary grade. SAL_RANGE_MAX_R Salary Range Maximum 12.6 numbers in length, configure with maximum ATE Rate salary amount for salary grade. SAL_RANGE_CURRE Salary Range Currency Prompt field edit: CURRENCY_CD_TBL, 3 NCY upper characters in length, configure with “USD”. SAL_RANGE_FREQ Salary Range Frequency Prompt field edit: COMP_FREQ_VW, 5 upper characters in length, default to “B” – bi-weekly. CLASS_INDC Classified/Unclassified Required, Xlat, System default is “S”, values to Status be used are “B”= All, “C”=Classified, “G”= Classified-Non-Examined, “S” = Classified- Competitive, “T” =Temporary, “U” = Unclassified DESCRLONG Description Description of job code, will default to job code description. Full length of the title of the job code configured in this section. JOBCD_COMP_RAT E SETID SetID This field will help to segregate Jobcodes into logical viewing groups. The specific values that should be set here will be determined as part of the Tableset Control work unit. JOBCODE Job Code Prompt field edit: SETID_TBL, 6 upper characters in length, States job codes currently use 4 digits, will need to expand to 6 to adjust for one to one relationship to salary plans and bargaining units. EFFDT Effective Date The effective date will default to the existing job code effective dates for administration purposes. This field should be set equal to each of the other effdt fields that are listed above. COMP_RATECD Comp Rate Code Prompt field edit: COMP_RATECD_TBL, 6 upper characters in length, the State of Connecticut will leave blank COMP_FREQUENCY Compensation Frequency Prompt field edit: Frequency_TBL, 5 upper characters in length, default to B – Biweekly.

PS RECORD NAME/ PS FIELD NAME FIELD NAME DESCRIPTION COMPRATE Compensation Rate 12.6 numbers in length, not required, Should be equal to default Step amount. COMP_PCT Compensation Percent Prompt field edit: FREQUENCY_TBL, 5 upper characters in length, This should be left blank as no compensation rate codes are based on a percentage of earnings. i.e.) 10% of base pay CURRENCY_CD Currency Code Prompt field edit: CURRENCY_TBL, configure as “USD” COMP_RATE_POINTS Compensation Rate Points 5 numbers in length, not required, do not configure, State does not utilize. RATE_CODE_GROUP Rate Code Group Name Prompt field edit: COMPRT_GROUP_TBL, 6 upper characters in length, not required, do not configure. FTE_INDICATOR Apply FTE for 1 upper character in length, configure to “Y” if Annualization the State wants salaries to be prorated for part- time employees. JOBCD_TRN_PROG SETID SetID Prompt field edit: SETID_TBL, 5 upper characters in length, This child record is always created when the Jobcode is created. This field should be set equal to each of the other Setid fields that are listed above. JOBCODE Job Code This child record is always created when the Jobcode is created. This field should be set equal to each of the other Jobcode fields that are listed above. EFFDT Effective Date This child record is always created when the Jobcode is created. This field should be set equal to each of the other effdt fields that are listed above. TRN_PROGRAM Training Program This field should be set to blank since training is not being implemented in phase one.

Dependencies and Timing:  JOBFUNCTION_TBL – Job Function Code  %SAL_SETID_PRMP – Salary Set ID  %SAL_PLN_PRMPT2 - Salary Administration Plan  %SAL_GRD_PRMPT2 – Salary Grade  %SAL_STP_PRMPT2 – Salary Step  UNION_TBL – Union Code Table  CURRENCY_CD_TBL – Currency Code Table  STDHRS_FREQ_VW – Standard Work Period  JOB_FAMILY_TBL – Job Family  SETID_TBL – Set ID

 COMP_RATECD_TBL – Compensation Rate Code Table

Testing Considerations:  Verify that the page can be viewed without error.  Verify that multiple effective dated rows can be entered.  Verify that security is set up appropriately based on Setids.  Verify that there is only one salary plan and grade for each jobcode.

Assumptions:  State of Connecticut (Department of Administrative Services) will convert all existing job codes from their existing 4 digits in length to 6 digits in length in order to meet the one to one relationships between job code, salary plans and bargaining units.  State of Connecticut (DAS) will convert their existing long job code description from 60 characters to 30 and their short job code description from 16 to 10.  The full and complete job code title will be converted into DESCRLONG in the JOBCODE_TBL record.  DAS Central will provide the information to configure the job function codes, job code task and the job family codes. Currently not maintained in legacy system.  The Job Code Table, Evaluation Criteria page will not be visible to end-users, as it will not be used by the State of Connecticut. Evaluation Criteria will continue to be maintained in greater detail in the DAS Classification Database.  The Job Code Table, Non-Base Compensation page will not be visible to end-users, as it will not be used by the State of Connecticut.  DAS Central will provide the information to configure the Medical Checkup Required on the job codes. Currently not maintained in legacy system.  PeopleSoft delivers job codes to be set up as either regular or temporary. Job codes will be set up with a default of regular in Core-CT. DAS will need to configure the values for each job code.  The State of Connecticut will not be utilizing the training module in phase one.  Each Jobcode will have a default compensation rate code, but no other compensation rate code functionality will be utilized.  Job Codes are associated with Position Data, which will be converted mostly from existing data in APS  Employees cannot be hired or paid by PS unless they have been assigned a job code.

Revisions Date: Comments:

Name: Changes Needed:

Reasons:

Input Provided By: Name Title, Department Lina Simonu HR Module Team Lead, DAS Lisa Lagus HR Team Lead Accenture Bette Jenak HR Team Member, State of Connecticut

SIGNOFFS

Configuration Team

______

Configuration Team Leads

______Ryan Oakes Ron Kuehner

Module Team Leads

______

Team Leads

______Rajeev Sharma Anne North

______Sue Martin

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