Add an Employee, Volunteer or Person of Interest (POI) with a Job Instance

Purpose: Managing workforce relationships in ctcLink requires different processes depending on whether the individual is a paid employee, a volunteer, or a person of interest (POI). This document combines the procedures for each type, ensuring the appropriate processes will be carried out in the correct workflow.

Audience:  Human Resources Specialists

Add an Employee, Volunteer or Person of Interest (POI) with a Job Instance

Organizations have relationships with a variety of people for a variety of reasons. ctcLink enables you to manage the data of those people with whom you have an Organizational Relationship. Organizational relationships for ctcLink fall into one of the following categories: EMPLOYEE or PERSON of INTEREST (POI). Additional organizational relationships exist within these two main categories. The definitions of each organizational relationship is listed below.

EMPLOYEE:  
A person who is formally hired by the college to provide services to the organization and has a legal employment relationship with the organization.

Employee Volunteer:  
Volunteers provide services without compensation but are still tracked in ctcLink as employees with a special classification.

PERSON OF INTEREST (POI):
A person who is not an employee, but is of interest to the organization.

External Instructor/Person of Interest (POI):  A person who is not an employee of the college but is listed as the Instructor of Record for classes within ctcLink.
"External Instructors are not employees of a Washington State Community and Technical College and are engaged to perform instruction for programs such as “College in the High School” where the instruction occurs at a high school or, “Registered Apprenticeship” related supplemental instruction” where instruction is provided by the apprenticeship program. For Faculty coding information, see SBCTC Student & Course Coding Manual under Apprenticeships or College in the High School."

(POI) Volunteer:
Volunteers provide services without compensation and are not tracked in ctcLink.

Organizational Relationship Comparison Table

TypeRelationship SelectedPayroll SystemCompensationNotes
EmployeeEmployeePayroll for North AmericaBased on positionFull benefits, retirement, and pay setup
VolunteerEmployeePayroll for North America
0.00Earnings Code VOL; tracked as non-paid
POIPerson of InterestOtherN/APlaceholder SSN for unpaid POIs; general affiliates
External Instructor/POIPerson of InterestOtherN/AUsed for external instructors (e.g., College in the High School, Apprenticeship programs)

Follow the steps listed below to add an employee, volunteer or Person of Interest (POI) into the ctcLink system. Take care to focus on the correct type of organizational relationship you are adding, as the information and steps may vary.

Expand or collapse content Step 1 - Search Match

Search Match Functionality is used during the New Hire business process to verify an EMPL ID/SSN does not already exist in either the HCM or Campus Solutions environments prior to the Hire.

Therefore, it is imperative the search/match process is executed in order to prevent multiple Empl IDs for one employee. Note that personal data is not visible for verification until after the Hire process has been completed.

Use the Run a Search Match QRG to verify if the person already has an existing Employee ID in ctcLink.

Navigation:  Workforce Administration > Personal Information > Search Match Internal/External

Expand or collapse content Step 2 - Add a New Employee (Adding Bio Demo Information)

You must have at least one of these local college managed security roles:

  • ZC HR Employee Maintenance
  • ZZ HR Employee Maintenance
  • ZZ SS Workforce Administrator
  • ZD HCM SOGI - (View SOGI role is required for users to view Pronouns and SOGI on the Personal Data page.)

Access to Add/Update Personal Data Biographical fields are given though the other roles listed above.

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Expand or collapse content Biological Details

Navigation: Workforce Administration > Personal Information > Add a Person

  1. The Add a Person page displays.
  2. The Person ID value will default to NEW. Leave as is if the person does not have an existing EMPL ID based on your Search/Match results.
    • If the person does have an existing EMPL ID found in the Search Match results, follow steps to Add a Job Instance.
  3. Select the Add Person button.
  4. The Update Person Detail page, Biographical Details displays.
  5. The Effective Date defaults to Today's Date - change if applicable. This is the date the person will now exist in ctcLink, or if there is a Job or Institute assigned to the person here.
  6. The Format Type defaults to English.
  7. Select the Add Name button to display the Add Name pagelet.
  8. Enter the first name into the *First Name field.
  9. Enter the last name into the *Last Name field.
  10. Enter the middle name into the Middle Name (Optional).
  11. Select the Refresh Name button to view the various name formats used in ctcLink
  12. Select the OK button.
  13. The Biographical Details tab returns with the name displayed.
  14. In the Biographic Information section, select the Date of Birth field and enter the appropriate information.
    1. Birth State - leave blank
    2. Birth Location - leave blank
    3. Birth Country - auto-populates to USA
  15. If desired, the Apply Data Protection check box is available to apply a redaction indicator.
Expand or collapse content Interested in Apply Data Protection Information?

The use of the Apply Data Protection check-box indicates that the college should inquire further before releasing the employee’s personally identifying information outside of the college.

Use this link to refer to the document APPLY EMPLOYEE DATA PROTECTION for more information regarding the application of the indicator.

All applicable ctcLink queries that include the employee’s name, at a minimum, will include a flag to indicate that the Apply Data Protection check-box has been selected.

The Redaction Indicator should be used only under the following conditions:

  • Employee has provided a sworn statement in accordance with RCW 42.56.250.
  • Employee has provided proof of participation in the Secretary of State’s Address Confidentiality Program (ACP) in accordance with RCW 42.56.250.
  • Employee has otherwise been identified by the agency as being at risk due to stalking, harassment, or domestic violence.
  • Employee is an undercover law enforcement officer.
  • Employee is in a position that falls under Sensitive Security Information as defined in 49 C.F.R. 1520 (Washington State Department of Transportation Marine Division).

Employees who have been identified by the college as being at risk due to stalking, harassment, or domestic violence (third bullet above) should provide their college’s HR Office appropriate documentation prior to receiving designation. The college is responsible for ensuring each instance where it uses the indicator is supported by sufficient documentation.

Please Note: The Apply Data Protection indicator is an indicator only and will not automatically redact records. The selection of the Apply Data Protection indicator does not mean an employee’s information is categorically exempt under the Public Records Act.

It is the college’s responsibility to redact data from reports as necessary and as permitted by law. Use of the Apply Data Protection indicator indicates only that the college should inquire further before releasing identifying information about an employee. Each college will need to determine on a case by case basis what information, if any, may be released, depending on the type of data request and the employee’s particular circumstances.

  1. In the Biographical History section, Gender and Orientation Details subsection, change the default value of the Legal Sex field from the default "Unknown" to the employee's legal sex.
    • Legal Definition of Sex definition - select the ? icon to view a pop up window.
  2. The remaining fields in this section: Highest Education Level, Marital Status, Language Code, Alternate ID and Full Time Student, are optional.
    • Highest Education Level defaults to "Not Indicated".
      • If known, the real value can be selected from the drop-down menu. This is information only and does not drive anything. More education data can be stored in profile management.
    • Marital Status defaults to 'Unknown'.
      • If known it should be selected from the drop-down menu. This field does not drive taxes. That data is stored in PY.
    • Language Code is the employees preferred language.
      • For informational purposes - only one value can be selected from drop-down menu. (More information about languages can be stored in profile management.)
  3. In the National ID section, the National ID Type value defaults to "Social Security Number".
  4. Enter the Social Security Number into the National ID field.
  5. Review the Biographical Details tab for accuracy.
Update Person Detail - Biological Details tab

Persons of Interest (POI)

For Persons of Interest (POI) who are non-paid employees, a process has been established that allows minimal information to be entered while still ensuring consistent application of an external instructor or volunteer. In these cases, college staff should complete the Biographical Details National ID (SSN) section using the placeholder value XXX-XX-XXXX. This consistent use of the National ID field ensures clean and accurate data across the system for POI’s.

There are two important exceptions to note:

  • Existing paid employees: If the individual is already a paid employee, do not create a second person record. Instead, add an additional organizational relationship for the “non-paid” role.
  • POIs who become paid employees: If a POI later becomes a paid employee, the placeholder SSN must be replaced with their correct legal SSN for payroll and job record purposes.
Expand or collapse content Contact Information
  1. Select the Contact Information tab at the top to display the Contact Information page.
  2. In the Current Addresses section, select the Add Address Detail link.
  3. Once the Address History pagelet displays, select the Add Address link.
  4. After the Edit Address pagelet displays, enter the appropriate information into the fields.
    • Street Address on Address Line 1 (Use Address 2 and Address 3 for P.O Box information or as required by Postal requirements).
    • City
    • State
      • Once you enter the State the 'Address Validation' functionality (third party tool) will fill in the rest of the fields if that is a valid address. If not, it will show you valid addresses based on what you have entered.
    • Postal (Zip) should auto-populate based on address entered.
    • County should auto-populate based on address entered.
  5. If the system does not recognize the address it will list potential alternatives.
  6. Select the OK button.
Update Person Detail - Edit Address page
  1. The system will direct you back to the Address History page with updated information.
  2. Verify the address that was entered and select the OK button if all is correct.
  3. The system will redirect you to the Contact Information tab.

It is encouraged to have a phone contact and email contact for each person in the system.

  1. In the Phone Information section, enter the details regarding the phone contact.
    1. Select the Phone Type from the drop-down menu.
    2. Enter the Telephone Number.
    3. Enter an Extension (optional).
    4. Add a new row [+] if more phone types/numbers are provided.
    5. Select the Preferred check box if not defaulted. When there are multiple entries, specify the Preferred choice.
  2. In the Email Address section, enter the details regarding the email account. You must add this Primary email address in the biographical area in addition to any other email addresses you may include. It does not need to be checked as Preferred, but should be entered as Campus.
    1. Select the Email Type from the drop-down menu.
    2. Enter the campus Email Address.
    3. Add a new row [+] if more email types/addresses are provided.
    4. Select the Preferred check box if not defaulted. When there are multiple entries, specify the Preferred choice.
  3. In the Instant Message IDs section, enter the details regarding the IM information.
    1. Select the IM Protocol from the drop-down menu.
    2. The IM Domain field automatically populates.
    3. Enter the Network ID.
    4. Add a new row [+] if more instant message IDs are provided.
    5. Select the Preferred check box if not defaulted. When there are multiple entries, specify the Preferred choice.
  4. Review the Contact Information tab for accuracy.

IMPORTANT: In order for new employees to receive email notifications through ctcLink (a vital part of the absence management process etc.), their Primary Email Address needs to be set up as their campus email. This will flow into their User Profile area of PeopleSoft. 

LSA's have access to update email addresses in the User Profile.

Update Person Detail - Contact Information tab
Expand or collapse content Regional Tab
  1. Select the Regional tab to display the Regional page.
  2. Select an Ethnic Group from the lookup icon.
  3. Select the Primary checkbox.
  4. Use the fields in the History section to track your I-9 information.
  5. In the Veterans section, select a Military Status from the drop-down menu.
  6. If you select a discharge related option, the system will require the Military Discharge Date.
  7. The Smoker History section is optional and is displayed on the Additional Information page in Employee Self Service (ESS > Personal Details > Additional Information).
  8. Review the Regional tab for accuracy.
Update Person Detail - Regional Tab
Expand or collapse content Organizational Relationships

Use the Organizational Relationships tab to enter information on the Organization Relationships page.

There are three options on this page when hiring a person.

  • Employee (including volunteers): Most commonly used
  • Contingent Worker: Never used
  • Person of Interest: Only used for non-college employees that need access to PeopleSoft
Expand or collapse content Employee or Volunteer

Employee:  A person who is formally hired by the college to provide services to the organization and has a legal employment relationship with the organization.

Volunteers:  Volunteers provide services without compensation but are still tracked in ctcLink as employees with a special classification.

Enter the appropriate information in the Choose Org Relationship to Add section.

  1. Select the Employee checkbox.
    • Volunteers:  Select Employee checkbox
  2. Ensure the Empl Record field is populated with 0.
  3. Select Hire from the Select Checklist Code drop-down menu.
  4. Select the Add Relationship button.
Update Person Detail - Organizational Relationships tab

The system will check the personal data and make sure it meets any checks and balances the system has. The system checks the person you are entering against both HCM and CS to see if they already exist based on key fields. (Name, SSN, Birthdate etc.)

An External Search Match Results pagelet displays with a list of Integrated Search Results.

  1. Select the Return button.
  2. A warning message displays asking if you are sure you want to continue. Select the OK button.

The Job Data component of the Work Location tab displays for use in the next section: Add a Job Instance.

  1. In the area directly below the tabs, notice Name, Organizational Relationship - Employee, Empl ID, and Empl Record - 0 is now displayed.
  2. In the Work Location Details section, notice the Action field is populated with Hire and Job Indicator is set to Primary Job.
  3. Select the OK button.

You have successfully added a New Employee or Volunteer to Biographical Details.

Update Person Detail Work Location tab highlighted
Expand or collapse content Person of Interest (POI)

Person of Interest (POI): A person who is not an employee, but is of interest to the organization.

External Instructor/Person of Interest (POI): A person who is not an employee of the college but is listed as the Instructor of Record for classes within ctcLink.

"External Instructors are not employees of a Washington State Community and Technical College and are engaged to perform instruction for programs such as “College in the High School” where the instruction occurs at a high school or, “Registered Apprenticeship” related supplemental instruction” where instruction is provided by the apprenticeship program. For Faculty coding information, see SBCTC Student & Course Coding Manual under Apprenticeships or College in the High School."

Enter the appropriate information in the Choose Org Relationship to Add section.

  1. Select the Person of Interest checkbox.
  2. Select Person of Interest from the drop-down menu next to Person of Interest checkbox.
  3. Select Add Person of Interest from the Select Checklist Code drop-down menu (Optional).
  4. Empl Record field displays, populated with 0.
  5. Select the Add Relationship button.

The system will check the personal data and make sure it meets any checks and balances the system has. The system checks the person you are entering against both HCM and CS to see if they already exist based on key fields. (Name, SSN, Birthdate etc.)

Update Person Detail - Organizational Relationships tab with Person of Interest (POI)

The Job Data component of the Work Location tab displays for use in the next section: Add a Job Instance.

  1. In the area directly below the tabs, notice Name, Organizational Relationship - Person of Interest, Empl ID, and Empl Record - 0 is now displayed.
  2. In the Work Location Details section, notice the Action field is populated with Add Person of Interest and Job Indicator is set to Primary Job.
  3. Select the OK button.

You have successfully added a Person of Interest (POI) to Biographical Details.

Update Person Detail - Work Location for Person of Interest (POI)
Expand or collapse content Step 3 - Add a Job Instance (Creating Job Data)

You must have at least one of these local college managed security roles:

  • ZC HR Employee Maintenance
  • ZD HR Central Config VW
  • ZD HR Admin View Job Data
  • ZD Benefits Employee Data Inq
  • ZD HR Employee Maintenance VW
  • ZD HR Limited Person Job Info
  • ZZ HR Employee Maintenance
  • ZZ SS Workforce Administrator
  • ZZ FWL HCM Pay Process

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

IMPORTANT: If employee information has been entered and saved before adding job data, you may search using the Add Employment Instance page. 

Navigation: Workforce Administration → Personal Information → Organizational Relationships → New Employment Instance

Expand or collapse content Employee or Volunteer

Employee:  A person who is formally hired by the college to provide services to the organization and has a legal employment relationship with the organization.

Volunteer:  Volunteers provide services without compensation but are still tracked in ctcLink as employees with a special classification.

Navigation:  Workforce Administration > Job Information > Job Data

  1. The Job Data search page displays.
  2. Enter applicable Search Criteria.
  3. Select the Search button.

Work Location

  1. The Update Person Detail page displays and defaults to the Work Location tab.
  2. The Effective Date will default to today's date, change if needed.
  3. Select the appropriate person type from the Action drop-down menu.
    • Employee: Select New Hire
    • Volunteer: Select New Hire
  4. Alternately, if this person is a Re-hire versus a first time hire, you should select this from the Action field drop-down menu.
  5. Select the appropriate job indicator type under Job Indicator look icon.
  6. Enter or select the desired position by selecting the Position Number lookup icon if applicable.
  7. Select or enter the Establishment ID if applicable.

Job Information

  1. Select the Job Information tab to display the Job Information page.
  2. Search for the appropriate job code item in the *Job Code field.
    • Employee: Select appropriate job code
    • Volunteer: Select Volunteer/Intern
      • If you are updating an existing Volunteer select the Action, “Change of Pay System”. This will allow you to make changes to the Payroll System and Absence System.
  3. Select the Supervisor ID lookup icon to select the supervisor for the new hire.
  4. Use the Empl Class drop-down menu to select the appropriate classification.
    • Employee: Select appropriate classification
    • Volunteer: Select Volunteer

Job Labor

  1. Select the Job Labor tab.
  2. Enter the Union Code on the Job Labor page, if applicable.
    • Note: The Union Code will auto populate if it is included in the position..

Payroll

  1. Select the Payroll tab to display the Payroll page.
  2. The Payroll System field defaults to Payroll for North America.
  3. Select the Absence System drop-down menu and select Absence Management.
  4. Select the Pay Group lookup icon and select the pay group for the position, if applicable.
  5. Volunteer: Select V##

Salary Plan

  1. Select the Salary Plan tab.
    • Volunteer: Salary Admin Plan and Grade fields should display XXX
  2. Enter the Salary into the Step field.
    • Note: For those that are to receive automatic step pay increases, you must enter information into the Salary Admin Plan, Grade and Step fields.

Compensation

  1. Select the Compensation tab. Use the Compensation page to specify the compensation rate for the employee.
  2. Select the Default Pay Components button to execute rate code defaults. Rate code defaults specify previously defined values.
    • Volunteer: Default rate code is"0.00"

OR

  1. In the Rate Code field, select the NAANNL Comp Rate Code from the look up icon. (Use the HRLY Comp Rate Code for Hourly Employees.)
  2. Enter the Comp Rate amount in the Comp Rate field.
  3. Select the Calculate Compensation button to calculate the employee’s compensation.
    • Volunteer: Compensation rate is “0.00"

CTC Job Data

  1. Select the CTC Job Data tab.
  2. Enter the Leave Accrual Date.
  3. Enter DRS Calendar information. (This is dependent on Employee Type. Refer to the DRS website for applicable calendar options).
    • "Contract Begin Date" and "Contract End Date" fields will also be dependent upon this information. See QRG Using DRS Calendars: Import DRS Calendar Questions on Hire or Program Change.
  4. Enter the Faculty Status (Optional).

CTC Earnings Distribution

  1. Select the CTC Earnings Distribution tab.
  2. Enter the appropriate Earnings Code.
    • Volunteers: Enter VOL
  3. Select the Edit Chartfields link, to select a Combination Code to display the Edit Chartfields pagelet.
  4. Enter the Percent of Distribution assigned to the selected Combination Code.
    • Warning: If you are assigning multiple Earnings Codes and/or Combination Codes, the system will require you to indicate which is the primary record
  5. Select the Save button.

Employment Data

  1. Select the Employment Data link at the bottom of the page.
  2. Verify the defaulted values in the Organizational Instance and Organizational Assignment Data sections of the page.

BE ADVISED: The data included in the Organizational Instance and Organizational Assignment Data sections of the Employment Data page, will auto-populate once the entire Job Data record is saved.

For instructions on how to update this information see QRG for Updating Employment Data. Hyperlink QRG

  1. In the Organization Assignment Data section, select the Time Reporter Data link to display the Time and Labor Data pagelet.
  2. Enter the Effective Date.
  3. Select the Time Reporter Type (Elapsed or Punch).
  4. Enter the Elapsed OR Punch Time Template (should coincide with the Time Reporter Type you selected).
  5. Select the appropriate Workgroup from the menu options.
    • Volunteers: Enter ###VOLUNTR
  6. Select the appropriate Taskgroup from the menu options.
  7. Select the OK button to go back to the main Job Data page.

Benefits Program Participation

  1. Select the Benefits Program Participation link towards the bottom of the Job Data page, if applicable.

NOTE: If you have the security access to add a Benefit Program, you will see the Benefits Program Participation link at the bottom of the Job Data page.

The Benefits Program should be set up during the Add a New Employee and Job Instance process. If you don’t have security access for this action, the Benefits Specialist should be notified to take this action. 

Your college should determine a repeatable business process to ensure that this part of the new employee setup is not missed.

  1. Once the Benefit Program Participation page displays, enter your college code in the Benefit Record Number field.
  2. Select the Benefit Program lookup icon.
  3. Select the desired benefit program.
    • Volunteers MUST be enrolled in Base Benefits with SB0 benefit program on Benefits Participation Screen.
  4. Select the Save button.

NOTE: To enroll new employees in benefits such as Saving and Spending Account Plans, Supplemental Life and AD&D, see the individual QRGs that specifically address these processes.

  1. Select the Job Data link to return to the Job Data page.

You have successfully Added a Job Instance to an Employee or Volunteer!

Expand or collapse content Person of Interest (POI)

Person of Interest (POI): A person who is not an employee, but is of interest to the organization. People such as interns, apprenticeship participants, and vendors are examples of a (POI).

External Instructor/Person of Interest (POI): A person who is not an employee of the college but is listed as the Instructor of Record for classes within ctcLink.

"External Instructors are not employees of a Washington State Community and Technical College and are engaged to perform instruction for programs such as “College in the High School” where the instruction occurs at a high school or, “Registered Apprenticeship” related supplemental instruction” where instruction is provided by the apprenticeship program. For Faculty coding information, see SBCTC Student & Course Coding Manual under Apprenticeships or College in the High School."

Navigation:  Workforce Administration > Job Information > Job Data

  1. The Job Data search page displays.
  2. Enter applicable Search Criteria.
  3. Select the Search button.

Work Location

  1. The Job Data page displays and defaults to the Work Location tab.
  2. The Effective Date will default to today's date, change if needed.
  3. Select Add Person of Interest from the Action drop-down menu.
  4. Select Reason code from drop-down menu or leave blank.
    • POI: Enter Reason information if applicable
    • External Instructor: Reason field is left blank
  5. Select appropriate information from the *Job Indicator drop-down menu.
    • POI: Select Not Applicable
    • External Instructor: Select Primary Job
  6. Select or enter the Establishment ID.
    • External Instructor: Do they use an Establishment ID?
Update Person Detail - Work Location tab POI

Job Information

  1. Select the Job Information tab to display the Job Information page. Enter or select the appropriate information.
  2. *Job Code search field:
    • POI: Leave blank
    • External Instructor: Select 999999
  3. Supervisor ID search field: Select the appropriate Supervisor ID
  4. *Regular/Temporary drop-down menu:
    • POI: Leave blank
    • External Instructor: Defaults to Temporary
  5. Full/Part drop down menu:
    • POI: Select appropriate information
    • External Instructor: Select Part-Time
  6. Empl Class drop-down menu:
    • POI: Select appropriate information for the POI
    • External Instructor: Select Ext Instr for the POI
  7. Standard Hours field: Enter 0.01 (The Standard Hours field will not accept 0, therefore enter 0.01.)
  8. Work Period search field: Select W or as applicable
  9. FTE field: Enter 0.00

Payroll

  1. Select the Payroll tab.
  2. In the *Payroll System field, select Other from the drop down menu. (Payroll for North America is the default.) The other fields remain blank.
  3. Select the Apply button.

IMPORTANT:  In Person of Interest job data setup, you MUST select the Payroll System of Other from the drop-down selection.  This will cause the Pay Group field to be blank and prevent the POI's data from pushing to Payroll.

Update Person Detail Payroll tab for POI

You have successfully Added a Job Instance to a Person of Interest/External Instructor.

In the event that the person of interest transitions to that of an employee, or vice versa where an employee transitions to be a POI, it is important to note that each person organizational instance of a Person of Interest and/or Employee is unique to the particular relationship with your college, and you will need to create an corresponding organizational instance as the situation demands. Further note that multiple organizational instances can exist if the situation demands, and also if one particular relationship terminates, then terminate the organizational instance that is not valid anymore.

Navigation for POI to Employee Organization Insurance: Workforce Administration > Job Information > Add Employment Instance

Navigation for Employee to Person of Interest Organizational Instance: Workforce Administration > Job Information > Other Payee

Expand or collapse content Step 4 - Assign Work Schedules

You must have at least one of these local college managed security roles:

  • ZC Admin Enroll Time Reporters
  • ZD TL Admin View Enrollment
  • ZZ HCM Manager

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation:  Time and Labor > Enroll Time Reporters > Assign Work Schedule

  1. The Assign Work Schedule search page displays.
  2. Enter the Empl ID.
  3. Select the Search button.  
  4. Once the Search Results display, select the Empl ID link from the Search Results.
  5. After the Assign Work Schedule page displays, select the Show Schedule link from the Show Schedule column to view current schedule for the employee.
  1. The Schedule Calendar pagelet displays to view the employee’s schedule.
  2. Select the OK button when finished.
  3. The Assign Work Schedule page displays.
  4. To change the schedule, select the Add a Row (+) button to add an additional row.
  5. Enter the Effective Date.
    • NOTE: Effective dates should be the FIRST WORK DAY of the week.
  6. Select the Assignment Method.

You have successfully Assigned a Work Schedule.

Expand or collapse content Step 5 - Set Up Employee for DRS Reporting

You must have at least one of these local college managed security roles:

  • ZC Benefits Enrollments
  • ZD Benefits Enrollment Inquiry

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation: Benefits > CTC Customs > Retirement Fields

  1. Once the Retirement Fields search page displays, enter the appropriate Empl ID and select the Search button.
  2. After the Retirement Fields page displays, enter the Effective Date.
  3. Enter the DRS Option (or select from drop-down menu).
  4. Choose DRS Option Date.
  5. Enter Ret Deduction Indicator (or select from drop-down menu).
  6. Choose Retirement Plan Effective Date.
    • NOTE: Current Retirement Plan will populate automatically.
  7. Select the Save button.

You have successfully Set up the DRS Calendar for the employee.

0 Comments

Add your comment

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