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Operations & Forms Processing

This section is to be used by office managers and other individuals responsible for processing appointments, status changes and/or payrolls. Each category provides detailed instructions for processing the documentation required for submission to the HRM Office.Note: ALWAYS download from this site to ensure most current forms and instructions are used.Employment Processing

 

Personnel Action Forms Processing

  • Guidelines for Forms Processing - this guide provides instructions for processing different types of human resource transactions and includes completed samples of the forms necessary to process the most commonly used transactions.
  • Personnel Action Forms - Print Forms on Yellow Paper
    • PER 1A (PDF or Word)- form used to create a new position, fill a vacancy, update a position, reallocate a classified position or add administrative duties to a position.
    • PER 1B (PDF or Word) - form used to list the duties, responsibilities and qualification requirements of select positions (Associates, Postdoctoral Researchers, Administrative and Unclassified positions)
    • PER 2 (PDF or Word) - form used to process all status changes for academic/faculty, classified and unclassified employees.
    • PER 17 (Turn Around Document) (PDF) - form used for retroactive changes to student, transient or graduate assistant records.
    • Research Associate Supplemental Job Description Form (PDF or Word)
  • EZ Form Processing - instructions for entering personnel actions into the online HRM System.
  • Approval Requirements for HRM-Related Actions - chart of actions and the approval levels required for processing.
  • HRM Transaction Codes - listing of codes and terminology to be used on the personnel action forms.
  • HRM Transaction Processing - steps to follow when processing appointments or changes in status.
  • How To Determine End Dates - instructions on how to determine what date to use on the personnel action form for the personnel action end date and/or the funds end date.
  • Calculating Classified Employees Pay - includes one guide to calculate a classified employee's pay rate upon employment and another guide to calculate the employee's rate in the event of a pay change.
  • Generating List of Employees With End Dates - provides instructions for printing a list of unit employees with a personnel action end date or funds end date which requires processing of a form to continue or separate the employee.
  • Exit Checklist - to be used by the unit head or designee to provide for orderly separation of an employee who is resigning, retiring or otherwise terminating employment with the AgCenter.

Payroll Processing

Related Files
FilenameDescriptionFile Size
EZ-Form-Processing.pdf 41.71 KB
End-Dates-Generating-List.pdf 10.85 KB
End-Dates-Handout.pdf 120.86 KB
CS-Rules-Job-Restr-Appt.pdf 8.43 KB
Supporting-Documents-Appointments.pdf 23.51 KB
HRM-Approval-Requirements.pdf 20.38 KB
HRM-Transaction-Codes.pdf 8.85 KB
HR-Transaction-Processing.pdf 22.05 KB
Calculating-Classified-Employee-Pay.pdf 17.84 KB
Exit-Checklist.pdf 77.03 KB
Web+Sup+Pkt+09-07.pdf 320.98 KB
Posted on: 5/24/2006 9:01:13 AM
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