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Maintain - Add an Assignment to a UVA Retiree

Distribution

Chief Human Resource Officer

UVA HRMS Records Specialist

UVA HRMS Records Manager

UVA HRMS Specialist

UVA HRMS Faculty/Staff Reviewer

Related Procedures

Ownership

The Chief Human Resource Officer is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Maintain - Add an Assignment to a UVA Retiree

Date Tracking

IS HRMS
N ® People Enter & Maintain
Decision

1. If the current effective date is the date you wish to use, click on the [No] button.  If not, click on the [Yes] button, enter the date you wish to use in the Effective Date field, and click on [OK].

Finding an Existing Person

2. Enter all or part of the person's last name in the Full Name field, using the wildcard character (%) as desired, to restrict your search.

3. Click on the [Find] button.

4. If the person is found in the database compare the first name, last name, social security number, or other known information with that in the database to ensure that it is the correct person. 

Adding an Assignment to a UVA Retiree

Prior to adding an assignment to a retiree, University Human Resources will change the Person Type to ‘UVA Retiree’.  You will not change the Person Type.

If the retiree is a Professor Emeritus or will hold a wage position, you will add an assignment to that person's record.  Follow the instructions below for each type of assignment.  (Do not enter the new assignment until Employee Records Management has changed the person type to 'UVA Retiree'.)

5. Click on the [Assignment] button.

Professor Emeritus Assignment

6. Using the list of values, enter the Organization number in the Organization field.

7. Complete the following fields in the People Group Flexfield form.

8. Click on the [OK] button.

9. Complete the remaining fields:

Supervisor Information

10. Click on the [Supervisor] tab.

11. Enter the details for the person as required in the Supervisor region. (Optional for Professor Emeritus or Associate Professor Emeritus)

12.    Click in the flexfield in the bottom right corner.

13.    Enter or change Additional Assignment Details information.

14.    Click on the [OK] button.

15.    Save your work.

16. Click on the [OK] button.

17.    Close all forms and return to the Navigator.

UVA Retiree with Wage Assignment

If you are adding a wage assignment to a retiree, do not change the person type from "UVA Retiree".

Follow instructions for the type of assignment you wish to add in one of the following documents.