Employee Onboarding/Offboarding Master Glossary

Purpose: This master glossary for the Employee Onboarding and Offboarding Process is designed to help establish a set of common terminology related to the HR and Security processes. 

Audience: Any staff member reviewing the Employee Onboarding/Offboarding Process Step Checklist needing greater clarification on wording use in that guide.

Expand or collapse content Chartfield Value

A ChartField is a segment of the chart of accounts used to record and track financial transactions. It's essentially a field that stores specific pieces of information about a transaction, like its source, department, or purpose. Sometimes in our common language in the CTC community we refer to this as the "Budget Code". Multiple ChartFields combined (a Chartfield Combination or Chartstring) provide a detailed accounting record for each transaction. There is a default Chartfield values that can be established for employees that will automatically populate into travel transactions, and it is possible to define a 'default' Chartfield combination that can be established uniquely for an individual Travel Authorization. Those not sure where their travel expenses should be charged to can ask their supervisor or Travel Coordinator. It is the responsibility of the Budget Manager Approver to review the entered Chartfield value before the authorization can achieve final approval.

Expand or collapse content Earn Type
Expand or collapse content Earning Distribution
Expand or collapse content Employee Classification
Expand or collapse content EMPLID
Expand or collapse content Full-Time Equivalency (FTE)
Expand or collapse content Human Capital Management (HCM)
Expand or collapse content HR Administrator
Expand or collapse content Local Security Administrator (LSA)
Expand or collapse content Offboarding

In it's fullest sense, Employee offboarding is the structured process for managing a departing employee's exit. Their exit can include administrative, logistical, and knowledge-transfer tasks to ensure a smooth transition and mitigate risks. Key steps involve collecting company assets and revoking access to systems, transitioning duties and knowledge, conducting an exit interview, and completing final paperwork like pay and benefits information. An effective offboarding process helps protect company security and reputation while maintaining a positive relationship with the departing employee.

Expand or collapse content Onboarding

Employee onboarding is the process of integrating new hires into an organization by familiarizing them with the company's business practices, their specific role, and setting up their system access to ensure their ability to perform their duties. It includes administrative tasks like completing paperwork, but also encompasses strategic activities such as training, introductions, and setting expectations to help new employees become productive and engaged members of the team. An effective onboarding process is comprehensive, can last from a few days to weeks, or even months in the case of probationary periods. A successful onboarding sets the foundation for long-term employee success and retention.

Expand or collapse content Part-Time Faculty

Part-Time Faculty are instructors hired on a contract basis, typically quarter-by-quarter, to teach and evaluate students for a percentage of a full-time workload. They may also be called "adjunct" or "associate" faculty and are essential for providing a wide range of course offerings. While their specific terms, duties, and pay are unique to each college and outlined in those college's local Collective Bargaining Agreements, their roles are crucial to the system's mission and are supported by best practices adopted by the State Board for Community and Technical Colleges (SBCTC)

Expand or collapse content Payroll Administrator

The Payroll Administrator in ctcLink uses the system to manage payroll processing, including setting up payroll calendars, running payrolls, and handling taxes and benefits. 

Expand or collapse content Person of Interest

In ctcLink, a "Person of Interest" (POI) is a non-payroll relationship used for tracking individuals who are not employees but have a relationship with the "company" (college). Examples include pre-employment candidates, contractors, external instructors, or consultants. POI records are effective-dated and enable colleges to establish instructors in Campus Solutions who are not direct employees of the college.

Expand or collapse content SACR Security

In the Campus Solutions pillar there is a set of security access controls referred to as SACR Security. The SACR acronym stands for Student Administration and Contributor Relations (a module we did not purchase in CS). The numerous pages collectively referred to as "SACR Security" control user access to academic and student data, ensuring that users, such as staff and faculty, can only view or modify student information relevant to their roles and responsibilities. SACR Security controls access such as Academic Structure Security, which is a fundamental layer that assigns user access based on the academic structure of the institution. A Local Security Administrator (LSA), or a Business Analyst (with granted access), can grant a user access to specific academic institutions, campuses, careers (e.g., Undergraduate, Continuing Education), programs, and plans. For example, a user in the undergraduate admissions office might be restricted to viewing only undergraduate programs, but not be able to view continuing education programs. Some SACR Security pages control access that is configurable at the institution level, for example Service Indicators, meaning that granting access to a set of Service Indicators will only apply for that particular college. Other SACR Security controls access that is globally configured, such as Enrollment Security or Test ID Security, where the available values are global across all colleges in our system. Some SACR Security pages that are local can have "System Defined" values that are not unique to an individual college, but rather are "Global" (common) values, used in a local table that apply to access only at that single college.

Expand or collapse content Transition (Position Changes)

The word "Transition" in this case is really focused on supporting an employee who is moving out of an old role and into a new role within the same college. This can be a permanent promotion, an interim position, or a temporary elevation of duties. This can mean removing access to pages associated with their prior position, but could also include a slow fade of responsibilities from their old position as that position remains open until filled. This is a unique blend of offboarding and onboarding activities as the employee transitions from their old role into their new role, or transitions back into their original role after the interim or temporary period.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.