ARTICLE SUMMARY
This article goes over the annual maintenance (salar7) and the updated instructions for a record of call or appointment form.
There are 2 tasks that must be accomplished annually:
- Add new salary information when it is provided by HR in June of each year (request an excel version of the final pdf that gets posted to UCC website).
- Dec 31/Jan 1 move “next year” salary info into current year salary columns
The Record of Call/Appointment (PR450) form uses the following SharePoint list to calculate salaries: https://unitedchurch.sharepoint.com/sites/ChurchHub/Lists/PR450MinimumSalaries/AllItems.aspx
This list contains the following columns:
- Minister Type
- Title
- COF Cost of Living
- Minimum Salary
- Minimum Salary with Manse
- Continuing Education and Learning Resources
- Minimum Salary Next Year
- Minimum Salary with Manse Next Year
- Continuing Education and Learning Resources Next Year
For Task #1 Above:
When you know the 2021 salary numbers, copy those values into the Next Year columns:
- Minimum Salary Next Year
- Minimum Salary with Manse Next Year
- Continuing Education and Learning Resources Next Year
The information comes from the salary schedule created by HR (and provided to us in excel format to make copy/paste easier). Deb/Anthony will enter the next year columns into the SharePoint list from the new salary schedule (use the Quick Edit function). This is done by going to the list link above and cutting/pasting the proper numbers from the new salary schedule into the next year columns. Send updated list link to Marlene/Anthony so that they can confirm numbers have been pasted correctly and there are no errors.
Information For Task #2:
Now consider the following scenarios:
- If you are currently in 2019, and you were calculating the salaries for a minister start date in 2019 it was using the following columns to calculate salary:
o Minimum Salary
o Minimum Salary with Manse
o Continuing Education and Learning Resources
- If you are currently in 2019, and you were calculating the salaries for a minister start date in 2020 it was using the following columns to calculate salary:
o Minimum Salary Next Year
o Minimum Salary with Manse Next Year
o Continuing Education and Learning Resources Next Year
In those 2 cases, the current year was 2019 and the next year was 2020. Therefore a start date of 2019 used the current year columns, which are the columns that do not end in ‘Next Year’. A start date of 2020 uses the columns that end in ‘Next Year’.
However, when the current year changed to 2020, then…
- when calculating a minister salary for a start date in 2020, it automatically started using the columns:
o Minimum Salary
o Minimum Salary with Manse
o Continuing Education and Learning Resources
- And if you then initiated a PR450 form for a start date in 2021, it would use the columns
o Minimum Salary Next Year
o Minimum Salary with Manse Next Year
o Continuing Education and Learning Resources Next Year
How To Do Task #2:
Each time the new year starts, as it just did, you need to edit this SharePoint list and do the following:
- Copy the values from the Next Year columns to the current year columns
o Copy the values from Minimum Salary Next Year to Minimum Salary
o Copy the values from Minimum Salary with Manse Next Year to Minimum Salary with Manse
o Copy the values from Continuing Education and Learning Resources Next Year to Continuing Education and Learning Resources
- Do not touch the first 3 columns: Minister Type, COF and COF Cost of Living
We recommend using the Quick Edit function when editing this SharePoint list in order to bulk copy these values from 1 column into another.
If you need to set a salary for 2021/next year and the values have not yet been set in this next for the next year, the form has an ‘Additional Salary’ field where you can set the additional salary value. As well, there is an ‘Other’ text field below it where you can add a note about why the Additional Salary was added. This too was incorporated into the form to deal with this scenario.
Again, we believe the form is working as designed, in order to accommodate current year and next year salaries. However, this bit of maintenance each year is required. I believe this was mentioned as some point at the end of the development of the form, when this requirement of calculating the next years salary differently from the current year was completed. However, it does not exist in any documentation yet. I recommend that you take my explanation above and copy it into a KB article for the IT and/or OV teams to use.
Comments
0 comments
Please sign in to leave a comment.