SCT Banner Human Resources Employee Relations ...cfweb.cc.ysu.edu/yes_info/Training...
Transcript of SCT Banner Human Resources Employee Relations ...cfweb.cc.ysu.edu/yes_info/Training...
Confidential Business Information ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- This documentation is proprietary information of SunGard SCT and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard SCT. Prepared By: SunGard SCT
4 Country View Road Malvern, Pennsylvania 19355 United States of America
© SunGard 2004. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. In preparing and providing this publication, SunGard SCT is not rendering legal, accounting, or other similar professional services. SunGard SCT makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing. SunGard, the SunGard logo, SCT, the SCT logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, SCT fsaATLAS, SCT Matrix, SCT Plus, SCT OnSite and SCT PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.
Table of Contents
Topic Page Section A: Introduction
Overview A-1 Process Introduction A-2
Section B: Set Up Overview B-1 Rule and Validation Forms that Control Employee Relations B-2 Entering Bargaining Information B-3 Entering Grievance Information B-5 Entering Labor Contract Tracking Information B-9
Section C: Day-to-Day Operations Overview C-1 Process Introduction C-2 Collect Information on Bargaining Units C-4 Track Labor Contracts C-6 Record an Employee’s Grievance C-9 Resolve an Employee’s Grievance C-12 Inquiry Forms C-14 Self Check C-15 Answer Key C-16
Section D: Reference Overview D-1 Setup Forms and Where Used D-2 Day-to-Day Forms and Setup Needed D-3 Forms Job Aid D-4
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Section A: Introduction
Overview
Workbook goal This course is intended to teach the participant how to create and maintain labor-related information such as labor organization and bargaining unit details for employees and positions, contract specifications, and grievance tracking.
The workbook is divided into four sections:
• Introduction • Set-up • Day-to-day operations • Reference
Intended audience
Human Resources Office Administrators and Staff
In this section These topics are covered in this section.
Topic Page Process Introduction A-2
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Process Introduction
Introduction The Employee Relations module enables you to create and maintain labor-related and bargaining unit information. It supports the following features:
• bargaining unit membership • multiple bargaining unit relationships • labor contract tracking • grievance tracking • labor organization details.
Flow diagram
Legend
= Employee
$$ = Finance Office
= HumanResource
Office
This diagram highlights the processes used to handle and resolve employee relations within the overall Human Resources process.
11
You are here!
Applicantinformation isreviewed and
interviews are held
Openposition
created andbudgeted
Employment record iscreated and maintained
for employee
Employee is hired Employee benefitinformation isestablished
Payroll is processedfor the employee
1 2 3 4 5
6789
Change to employeejob records areelectronicallyapproved
10
Employeesafety /healthincident isrecorded, ifnecessary
$$
Employee laborrelations and union
information ismaintained, if
required
Employeereviewspersonalinformation
12 13
Facultyinformation ismaintained
Tax process isadministeredfor employees
Employee recordshours worked
About the process
• Employees join a union and complete the necessary paperwork. • Human Resources records and tracks the bargaining unit information. • An employee may report a grievance. • Human Resources records and resolves the grievance. • Human Resources records the grievance resolution.
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Section B: Set Up
Overview
Purpose The purpose of this section is to outline the set-up process and detail the procedures to set-up your SCT Banner system to handle labor-related and bargaining unit information at your institution.
Intended audience
Human Resources Office Administrators and Staff
Objectives At the end of this section, you will be able to create the rules and set
parameters used to process employee relations data.
Prerequisites To complete this section, you should have
• completed the SCT Banner Education Practices computer-based training
(CBT) tutorial “Banner 6.x Fundamentals: Navigation and Forms,” or have equivalent experience navigating in the SCT Banner System.
• completed the Human Resources Overview training workbook. • completed the Human Resources Employment Compensation workbook. • administrative rights to create the rules and set the validation codes in SCT
Banner.
In this section These topics are covered in this section. Topic Page
Rule and Validation Forms that Control Employee Relations B-2 Entering Bargaining Information B-3 Entering Grievance Information B-5 Entering Labor Contract Tracking Information B-9
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Rules and Validation Forms That Control Employee Relations
Introduction Before SCT Banner can process employee relations information in the system, there are several codes and rules that need to be set or created.
Types of rule and validation forms needed
These forms are used to set the rules and parameters in SCT Banner for bargaining and grievance information. Note: The Leave Reason and Termination Reason Rule Forms are covered in the Employment Compensation Workbook.
Form Description Banner Name Rule Forms
Bargaining Unit Relationship Status PTRBURE Location Code PTRLCDE Union Local PTRUNLO Leave Reason (Empl Comp) PTRLREA Termination Reason (Empl Comp) PTRTREA
Validation Forms Bargaining Unit Code PTVBARG Grievance Participant Type PTVGRPT Grievance Standard Results PTVGRSR Grievance Type PTVGRTP Incident Status PTVISTA Contract/Agreement Type PTVCATY
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Entering Bargaining Information Introduction One rule and one validation form must be established before entering
bargaining unit information for employees: • Bargaining Unit Relationship Status Rule Form (PTRBURE) • Bargaining Unit Code Validation Form (PTVBARG)
Banner form The Bargaining Unit Relationship Status Rule Form (PTRBURE), provides
user defined codes and descriptions to specify an employee’s relationship status with a union for use on the Employee/Job Labor Relations Form (PEABARG).
Procedure Follow the steps below to complete the process.
Step Action 1 Access the Bargaining Unit Relationship Status Rule Form
(PTRBURE). 2 Enter a 2-character code identifying a union status that can be assigned
to an employee in the Relationship Status field. 3 Enter the description of the relationship status code in the Description
field. 4 Enter the 1-character code in the Statistics Canada field to identify the
relationship status in Annual Statistics Canada reporting. (For Canadian sites only). Note: Currently ‘1’ and ‘2’ are the only two Statistics Canada codes recognized by the Canadian Regulatory Institution. You can associate either code with as many Relationship Status Codes you specify in the Rule Form.
5 Click the Save icon. 6 Click the Exit icon.
Continued on the next page
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Entering Bargaining Information, Continued
Banner form The Bargaining Unit Code Validation Form (PTVBARG) enables you to
define the bargaining unit codes of each Union or other labor organization on the Employee/Job Labor Relations Form (PEABARG).
Procedure Follow the steps below to complete the process. Step Action
1 Access the Bargaining Unit Code Validation Form (PTVBARG). 2 Enter the next sequential number in the Bargaining Unit Code field. 3 Enter the description of the bargaining unit in the Description field. 4 Click the Save icon. 5 Click the Exit icon.
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Entering Grievance Information
Introduction Four Validation forms must be established before entering grievance information for employees: • Grievance Participant Type (PTVGRPT) • Grievance Standard Results (PTVGRSR) • Grievance Type (PTVGRTP) • Incident Status (PTVISTA)
Banner form The Grievance Participant Type Validation Form (PTVGRPT) enables you to define grievance participant type codes for use on the Employee Relations Grievance Form (PEAGREV).
Procedure Follow the steps below to complete the process.
Step Action 1 Access the Grievance Participant Type Validation Form (PTVGRPT). 2 Enter a four-character code in the Type Code field to describe the
participant. 3 Enter the full description of the participant in the Description field. 4 Click the Save icon. 5 Click the Exit icon.
Continued on the next page
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Entering Grievance Information, Continued
Banner form The Grievance Standard Results Validation Form (PTVGRSR) allows you to
establish grievance standard results codes for use on the Employee Relations Grievance Form (PEAGREV).
Procedure Follow the steps below to complete the process. Step Action
1 Access the Grievance Standard Results Validation Form (PTVGRSR). 2 Enter a four-character code to describe the result in the Results Code
field. 3 Enter the full description of the result in the Description field. 4 Click the Save icon. 5 Click the Exit icon.
Continued on the next page
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Entering Grievance Information, Continued
Banner form The Grievance Type Validation Form (PTVGRTP) allows you to establish
grievance type codes for use on the Employee Relations Grievance Form (PEAGREV).
Procedure Follow the steps to complete the process.
Step Action 1 Access the Grievance Type Validation Form (PTVGRTP). 2 Enter a four-character code to describe the result in the Type Code
field. 3 Enter the full description of the result in the Description field. 4 Click the Save icon. 5 Click the Exit icon.
Continued on the next page
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Entering Grievance Information, Continued
Banner form The Incident Status Validation Form (PTVISTA) allows you to establish codes
to identify the administrative status of a grievance or a health and safety incident. The codes on this form are entered on the Health and Safety Incident Form (PEAHSIN) and the Employee Relations Grievance Form (PEAGREV).
Procedure Follow the steps to complete the process.
Step Action 1 Access the Incident Status Validation Form (PTVISTA). 2 Enter a one-character code to describe the status in the Status Code
field. 3 Enter the full description of the result in the Description field. 4 Click the Save icon. 5 Click the Exit icon.
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Entering Labor Contract Tracking Information
Introduction One Validation form and two Rule forms must be established before entering grievance information for employees: • Contract/Agreement Type Validation Form (PTVCATY) • Location Code Rule Form (PTRLCDE) • Union Local Rule Form (PTRUNLO)
Banner form The Contract/Agreement Type Validation Form (PTVCATY) allows you to maintain codes and descriptions of union contract and agreement types. The codes on this form are entered on the Bargaining Unit Form (POABARG).
Procedure Follow the steps to complete the process.
Step Action 1 Access the Contract/Agreement Type Validation Form (PTVCATY). 2 Enter a four-character code to identify the agreement in the
Contract/Agreement Type Code field. 3 Enter the full description of the agreement in the Description field. 4 Click the Save icon. 5 Click the Exit icon.
Continued on the next page
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Entering Labor Contract Tracking Information, Continued
Banner form The Location Code Rule Form (PTRLCDE) specifies the locations of the union
offices housing the contract in effect at sites throughout your institution. The codes on this form are entered on the Bargaining Unit Application Form (POABARG).
Procedure Follow the steps to complete the process.
Step Action 1 Access the Location Code Rule Form (PTRLCDE). 2 Enter a 1- to 4-character code to identify the contract location in the
Location Code field. 3 Enter a description of the contract location at the Description field. 4 Enter the street address portion of the contract location in the Address
field. Note: If you complete the ZIP or Postal Code field immediately after completing the Address field, the system automatically enters the associated values in the City, State/Province, and Nation Code fields.
Continued on the next page
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Entering Labor Contract Tracking Information, Continued
Procedure, continued
Step Action 5 Enter the city portion of the contract location in the City field. 6 Enter the code identifying the state/province portion of the contract
location in the State or Province field. 7 Enter the ZIP or Postal Code portion of the contract location in the ZIP
or Postal Code field. 8 Enter “157” in the Nation Code field for the United States of America
or double-click to select the nation. 9 Click the Save icon. 10 Click the Exit icon.
Continued on the next page
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Entering Labor Contract Tracking Information, Continued
Banner form The Union Local Rule Form (PTRUNLO) maintains the locations of the union
locals with which your institution has agreements and specifies your institution’s contact person at each local office. Information from this form is used on the Bargaining Unit Application Form (POABARG).
Procedure Follow the steps to complete the process.
Step Action 1 Access the Union Local Rule Form (PTRUNLO). 2 Enter the 1- to 6-character code used to identify a union local in the
Union Local Code field. 3 Enter the description of the union local in the Union Description field. 4 Enter the name of the person who serves as the union contact for your
institution in the Contact Name field. 5 Enter the street address portion of the union local in the Address field.
Note: If you complete the ZIP or Postal Code field immediately after completing the Address field, the system automatically enters the associated values in the City, State or Province, and Nation Code fields.
Continued on the next page
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Entering Labor Contract Tracking Information, Continued
Procedure, continued
Step Action 6 Enter the city portion of the union local location in the City field. 7 Enter the code identifying the state or province portion of the union
local location in the State or Province field. 8 Enter the ZIP or Postal Code portion of the union local location in the
ZIP or Postal Code field. 9 Double-click in the County field and select the county portion of the
union local location. 10 Enter “157” in the Nation field and select the nation portion of the
union local location. Note: You may also double-click in Nation field and select a nation from the list.
11 Enter the area code and telephone number of the union local in the Telephone field.
12 Enter the e-mail address of the union local in the Email field. 13 Enter the Universal Resource Locator (URL) of the union local Web
page in the Union URL field. Note: You can also use the Web icon to browse to the desired website.
14 Click the Save icon. 15 Click the Exit icon.
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Section C: Day-to-Day Operations
Overview
Purpose The purpose of this section is to explain the day-to-day or operational procedures to handle labor-related and bargaining unit information at your institution.
Intended audience
Human Resources Office Staff.
Objectives At the end of this section, you will be able to
• define bargaining unit membership • create bargaining unit relationships • track seniority • track labor contracts • enter, record, and resolve employee grievances.
Prerequisites To complete this section, you should have • completed the SCT Banner Education Practices computer-based training
(CBT) tutorial “Banner 6.x Fundamentals: Navigation and Forms,” or have equivalent experience navigating in the SCT Banner System
• completed the Human Resources Overview training workbook. You will also need to ensure that the rules and validation codes in SCT Banner needed for employee relations have been set up for you.
In this section These topics are covered in this section. Topic Page
Process Introduction C-2 Collect Information on Bargaining Units C-4 Track Labor Contracts C-6 Record an Employee’s Grievance C-9 Resolve an Employee’s Grievance C-12 Inquiry Forms C-14 Self Check C-15 Answer Key C-16
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Process Introduction
About the process
The Human Resource Office can:
• record and track bargaining unit information
• record and resolve employee grievances
Flow diagram
Legend
= Employee
= HumanResource
Office
This diagram highlights the processes used to record employee relations information into the SCT Banner HR system.
Employeecompletes
necessary formsand fowards to
Human Resources
Employeejoins union
Human Resources setsup employee for union
dues deduction
Human Resourcesrecords and tracks
bargaining unitinformation
Employee reportsa grievance
Human Resourcesinvestigatesgrievance
1 2 3 4 5
678
Human Resourcesrecords grievanceresolution
Human Resourcesrecords grievance
What happens The stages of the process are described in this table.
Stage Description Human Resource Office
1 Employee joins union. 2 Employee completes necessary forms and forwards to Human
Resources 3 Human Resources records and tracks bargaining unit information
(seniority, contract info).
Continued on the next page
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Process Introduction, Continued
Stage Description
Human Resource Office 4 Human Resources sets employee deductions for union dues, if the
deduction has already been created in the Benefit/Deduction Rule Form (PTRBDCA).
5 Employee reports a grievance. 6 Human Resources records grievance. 7 Human Resources investigates grievance. 8 Human Resources records grievance resolution.
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Collect Information on Bargaining Units
Introduction The Employee/Job Labor Relations Form (PEABARG) collects and displays information on an employee’s bargaining units and the jobs with which they are associated. Codes from the Bargaining Unit Validation Form (PTVBARG) can be entered for all the bargaining units that the employee is eligible to join.
Banner form
Procedure Follow these steps to complete the process.
Step Action 1 Access the Employee/Job Labor Relations Form (PEABARG). 2 Select the Search function in the ID Field to access the Employee
Search Form, POIIDEN, and select the employee. 3 Double-click on the Bargaining Unit Code field and select the code
you previously created. 4 Select Member from the drop-down list in the Relationship Status
field. 5 Enter the first date of the current month (or whatever date your
institution requires) in the Seniority field. 6 Enter the Effective Date and the End Date (Optional) in the
Bargaining Unit Dates fields.
Continued on the next page
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Collect Information on Bargaining Units, Continued
Procedure, continued
Step Action 7 Click the Save icon. 8 Select the Search function in the Position field to access the Employee
Job Inquiry Form (NBIJLST) and select the employee’s position. 9 Enter the date that the employee started that position in the Job
Seniority Date field. 10 Enter the code to identify the employee’s job location in the Job
Location Code field. 11 Click the Save icon. 12 Click the Exit icon.
Note: You can view your employee’s bargaining information on the Employees By Bargaining Unit List Form, PEIEBRG, or Employees/Bargaining Unit by Position List Form, PEIPBRG.
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Track Labor Contracts
Introduction The Bargaining Unit Form (POABARG) allows you to track/view union administrative and contract information by union.
Banner form
Procedure Follow these steps to complete the process.
Step Action 1 Access the Bargaining Unit Form (POABARG). 2 Select the Search function in the Bargaining Unit field and select the
code for the American Association of University Professors. 3 Select the Search function in the Union Name field and select a union
name code from the list. Note: The Union Information fields will be populated by the system.
Continued on the next page
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Track Labor Contracts, Continued
Options– Contract and Agreement Detail
The Contract and Agreement Detail window provides fields for specifying such contract information as contract status, the effective date and expiration date of the contract, and the contract agreement type. It also provides a direct link to the Web page containing the contract text.
Banner form
Procedure Follow these steps to complete the process.
Step Action 1 Select Contract and Agreement Detail from the Options menu. 2 Enter the title of the contract in the Contract Title field.
Example: 2002 AAUP Yearly Contract
3 Select C-Current from the drop-down list in the Status field. 4 Enter the effective date of the contract in the Effective Date field. 5 Enter the date that the contract will expire in the Expire Date field. 6 Click the Multi-Year checkbox if this contract is effective for more
than one year. 7 Double-click in the Location field and select a location of the
bargaining unit.
Continued on the next page
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Track Labor Contracts, Continued
Procedures, continued.
Step Action 8 Double-click in the Contract/Agreement Type field and select the
agreement type. 9 Enter the URL where the contract text is located in the Contract Text
URL field. 10 Enter the main details of the contract in the Comments field.
Example: Contract consists of 5% salary increase, inclusion of eye care benefits in medical plan, and 10% increase in life insurance benefits. For further details, contact Director of Labor Relations.
11 Enter contract text if desired in the Contract text field. Note: You can copy and paste the contract text into this field from another document. Copy the text you want to enter, then position your cursor in the Contract text field and press Ctrl + V on your keyboard.
12 Click the Save icon. 13 Click the Exit icon.
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Record an Employee’s Grievance
Introduction The Employee Relations Grievance Form (PEAGREV) collects data on employee relations grievances. The form describes the grievance and maintains data on dates filed and resolved, status and status history, and grievance type. The form contains four tabs: • General • Participants • Resulting Actions • Resolution Note: Be advised that although SCT Banner has form and user level security, IT will still be able to view the grievance forms.
Banner form
Procedure Follow these steps to complete the process.
Step Action 1 Access the Employee Relations Grievance Form (PEAGREV). 2 Select the Generate Grievance Number icon. 3 Click the OK button to add a grievance. 4 Enter the date of the grievance in the Date Filed field. 5 Skip over the Date Resolved field. 6 Double-click in the Grievance Type field and select the appropriate
code.
Continued on the next page
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Record an Employee’s Grievance, Continued
Procedure, continued
Step Action 7 Enter a description of the grievance in the Brief Description field.
Example: Complaint resulting from disciplinary action.
8 Double-click in the Status field and select a status code for the grievance.
9 Accept the default (activity date) or enter another date in the Status Date field.
10 Click the Save icon. 11 Enter a description of the grievance in the Grievance Description
field. 12 Click the Save icon.
Continued on the next page
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Record an Employee’s Grievance, Continued
Participants tab The Participants tab allows you to associate a grievance with those individuals
involved in the grievance.
Procedure Follow these steps to complete the process.
Step Action 1 Select the Participants tab. 2 Double-click in the Participant Type field and select the code for
Grievant. 3 Select the Search function in the ID field and select the employee that
filed the grievance. Note: The assignment and bargaining unit information will be populated by the system.
4 Click the Grievant checkbox if this participant is a grievant. 5 Click the Insert Record icon. 6 Double-click in the Participant Type field and select the code for the
participant type such as Witness, Supervisor, or Co-worker. 7 Select the Search function in the ID field and select the employee or
person who witnessed the grievance. 8 Repeat steps 5-7 as needed to enter all participants. 9 Click the Save icon. 10 Click the Exit icon.
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Resolve an Employee’s Grievance
Resulting Actions tab
Procedure Follow these steps to complete the process. Step Action
1 Select the Resulting Actions tab. 2 Double-click in the Standard Resulting Actions field and select the
code that identifies the resolution. 3 Enter the date that the grievance was resolved in the Result Date field. 4 Click the Save icon.
Continued on the next page
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Resolve an Employee’s Grievance, Continued
Resolution tab
Procedure Follow these steps to complete the process. Step Action
1 Select the Resolution tab. 2 Enter the resolution description in the Resolution field.
Note: You should try to be as descriptive as possible. Include clarifications, action items, next steps and agreements. It is a good idea to initial and date the comments entered.
3 Click the Save icon. 4 Click the Exit icon.
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Inquiry Forms Inquiry Forms and Descriptions
The Employee Relations module provides the following inquiries: • Employee by Bargaining Unit List Form (PEIEBRG) • Employees/Bargaining Unit by Position List Form (PEIPBRG) • Return to Work List Form (PEIRTWK)
PEIEBRG The Employee by Bargaining Unit List Form (PEIEBRG) is a view-only form
listing employees associated with a specified bargaining unit and bargaining unit status. Data displayed on this form is entered via the Employee/Job Labor Relations Form (PEABARG) and includes employee ID, employee name, employee status, employee seniority date within the bargaining unit, and effective and end dates of the bargaining unit for the employee.
PEIPBRG The Employees/Bargaining Unit by Position List Form (PEIPBRG) is a view-only form listing the employees associated with a specified position. The data displayed on this form is entered via the Employee/Job Bargaining Unit Form (PEABARG) and includes employee ID, employee name, bargaining unit, bargaining unit status, and job seniority date with the bargaining unit.
PEIRTWK The Return to Work List Form (PEIRTWK) displays a list of employees who have been either terminated or on a leave status in SCT Banner, as indicated on the Employee Form (PEAEMPL), and eligible to return to work. Records are displayed in user-specified order. The data displayed on this form is entered via the Employee/Job Bargaining Unit Form (PEABARG) and includes employee ID and name, positions, bargaining unit, seniority date, and bargaining unit seniority date.
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Self Check
Directions Use the information you have learned in this workbook to complete this self check activity.
Question 1: set up
Which validation form would you use to enter a witness code that could be later used on a grievance form? A. Grievance Participant Type B. Grievance Standard Results C. Bargaining Unit Relationship Status D. Grievance Type
Question 2: day-to-day
In SCT Banner, an employee can only be a member of one bargaining unit. True or False
Question 3: day-to-day
Detailed information about the contract can be found in the Contract Text field on the Bargaining Unit Form, POABARG. True or False
Question 4: day-to-day
Participants have to be employees, and must be entered on the Person Identification Form, PPAIDEN, before they are entered on the Employee Relations Grievance Form. True or False
Question 5: day-to-day
Any actions that are entered in the Resulting Actions window must be pre-defined on the Grievance Standard Results Validation Form, PTVGRSR. True or False
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Answer Key
Question 1: set up
Which validation form would you use to enter a witness code that could be later used on a grievance form? A. The Grievance Participant Type Validation Form, PTVGRPT.
Question 2: day-to-day
In SCT Banner, an employee can only be a member of one bargaining unit. False. An employee can be associated with multiple bargaining units provided they are eligible to join.
Question 3: day-to-day
Detailed information about the contract can be found in the Contract Text field on the Bargaining Unit Form, POABARG. True
Question 4: day-to-day
Participants have to be employees, and must be entered on the Person Identification Form, PPAIDEN, before they are entered on the Employee Relations Grievance Form. False. Participants can include grievant, supervisors, witnesses, etc. They do not have to be employees.
Question 5: day-to-day
Any actions that are entered in the Resulting Actions window must be pre-defined on the Grievance Standard Results Validation Form, PTVGRSR. True
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Section D: Reference
Overview
Purpose The purpose of this section is to provide reference materials related to the workbook.
In this section These topics are covered in this section. Topic Page
Setup Forms and Where Used D-2 Day-to-Day Forms and Setup Needed D-3 Forms Job Aid D-4
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Setup Forms and Where Used
Purpose Use this table as a guide to the setup forms and the day-to-day forms that use them. Setup Form Day-to-Day Form(s)
Form Name Code Form Name Code Bargaining Unit Relationship Code Rule Form
PTRBURE Employee/Job Labor Relations Form
PEABARG
Employee/Job Labor Relations Form
PEABARG Location Code Rule Form PTRLCDE
Bargaining Unit Form POABARG Union Local Rule Form PTRUNLO Bargaining Unit Form POABARG
Employee/Job Labor Relations Form
PEABARG
Bargaining Unit Form POABARG
Bargaining Unit Code Validation Form
PTVBARG
Employee Relations Grievance Form
PEAGREV
Grievance Participant Type Validation Form
PTVGRPT Employee Relations Grievance Form
PEAGREV
Grievance Standard Results Validation Form
PTVGRSR Employee Relations Grievance Form
PEAGREV
Grievance Type Validation Form
PTVGRTP Employee Relations Grievance Form
PEAGREV
Incident Status Validation Form
PTVISTA Employee Relations Grievance Form
PEAGREV
Contract/Agreement Type Validation Form
PTVCATY Bargaining Unit Form POABARG
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Day-to-Day Forms and Setup Needed
Purpose Use this table as a guide to the day-to-day forms and the setup forms needed for each.
Day-to-Day Form Setup Forms Needed Employee/Job Labor Relations Form (PEABARG)
• Bargaining Unit Relationship Code Rule Form (PTRBURE)
• Location Code Rule Form (PTRLCDE) • Bargaining Unit Code Validation Form (PTVBARG)
Bargaining Unit Form (POABARG)
• Location Code Rule Form (PTRLCDE) • Bargaining Unit Code Validation Form (PTVBARG) • Contract/Agreement Type Validation Form (PTVCATY)
Employee Relations Grievance Form (PEAGREV)
• Bargaining Unit Code Validation Form (PTVBARG) • Greivance Participant Type Validation Form (PTVGRPT) • Grievance Standard Results Valiation Form (PTVGRSR) • Grievance Type Validation Form (PTVGRTP) • Incident Status Validation Form (PTVISTA)
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Forms Job Aid
Purpose Use this table as a guide to the forms used in this workbook. The Owner column may be used as a way to designate the individual(s) responsible for maintaining a form.
Form Name Form Description Owner PTRBURE Bargaining Unit Relationship Code Rule
Form
PTRLCDE Location Code Rule Form PTRUNLO Union Local Rule Form PTVBARG Bargaining Unit Code Validation Form PTVGRPT Grievance Participant Type Validation
Form
PTVGRSR Grievance Standard Results Validation Form
PTVGRTP Grievance Type Validation Form PTVISTA Incident Status Validation Form PTVCATY Contract/Agreement Type Validation
Form