PIMS for Hourly-Paid Teacher Administration
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PIMS for Hourly-Paid Teacher Administration Practical workbook Aims and Learning Objectives At the end of this course you will be able to: Use the Hourly-Paid Teacher Staff Record Form Create a new Hourly-Paid Teacher record in PIMS Amend or add an Appointment in PIMS Create a Contract from PIMS Print a fee claim form from PIMS Finalise fee claims in PIMS (Faculty Finance Team) Print various reports on Hourly-Paid Teachers University of Bristol Information Services document pimshour-1
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Document information Related documentation Other related documents are available from the web at: http://www.bris.ac.uk/it-services/learning/resources/resources-by-topic-all.html#pims Introduction Responsibility for administering Hourly Paid Teachers contracts and fee claims falls into specific areas, broadly as follows: School – determine their hourly-paid teacher requirements and who will carry out HPT roles HR – generation of HPT contracts and ensuring appropriate employment checks are made Finance – monitor hours worked and oversee all HPT pay-related activity It is therefore important that anyone involved with these contracts and fee claims is fully aware of the processes and mechanisms for doing this. Please refer to HPT Contracts and Fee Claims – Administrative Guide for detailed admin guidance. Prerequisites To use PIMS you will need: An Oracle username and password (change the password to a memorable one); The appropriate level of access to PIMS for your role. The web form used to request access can be found at: http://www.bris.ac.uk/hr/systems/accessrequest.html You will find PIMS on the web at: http://oas.apps.bris.ac.uk
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Contents Document information Task 1 HR: Hourly-Paid Teacher Staff Record Form ....................................... 1 Task 2 Logging on to PIMS for training ............................................................ 5 Task 3 HR: Creating a new hourly-paid teacher record in PIMS ..................... 6 Task 4 HR: Amending or adding an Appointment ......................................... 12 Task 5 HR: Contracts ....................................................................................... 14 Task 6 Finance / HR: Fee claim forms ............................................................ 20 Task 7 Obtaining access to university services ............................................ 21 Task 8 Printing reports .................................................................................... 22 Appendix A Links to useful information ................................................................. 24 Appendix B Data security......................................................................................... 25 Appendix C De-registration from computing facilities ........................................... 26
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Task 1 HR: Hourly-Paid Teacher Staff Record Form Objectives At the end of this task you will be know: How to administer the Hourly-Paid Teacher Staff Record Form Completing the Hourly-Paid Teacher (HPT) Staff Record Form The School/Division decides to appoint an hourly-paid teacher (HPT), and determines which role is required. 1.1 The School administrator: Downloads the Hourly-Paid Teacher Staff Record Form from http://www.bristol.ac.uk/hr/hpt/ or the HR forms bank http://www.bristol.ac.uk/hr/forms/ See Figure 1 and Figure 2. Completes the Appointment Summary section of the form either electronically or manually. It includes the following fields: Field (item on form) Comments School/Department This is the primary address for the school; if the hourly- Address paid teacher works at a different address this should be communicated to them via supplementary correspondence. Job Title Select one of the following roles: Demonstrator Teaching Support Assistant Language Tutor Assistant Teacher Teacher Associate Teacher Senior Associate Teacher Teaching Unit Organiser Teaching Unit Developer Only one title per appointment can be selected. If the school needs to employ the same person to do a different hourly-paid teacher role, a separate appointment record should be created in PIMS, then a new contract record created and issued. Additional If required, relevant data can be put here such as details Information of course(s) to be taught (as part of this appointment). This information will later be entered in PIMS and displayed on the contract. This field is 1000 characters long. Appointment Start Start date for the appointment. Date Appointment End The end date of the appointment is usually one year after Date the start, or until the start of the term following the end of the specific teaching contract period. 1
PIMS for Hourly-Paid Teacher Administration (pimshour-1) CRB disclosure Whether a Criminal Records Bureau check is required. HPT Continuous Continuous service is the date from which a member of Service Date staff has been employed by the University without breaks. For the purpose of determining continuity of service, breaks for vacation periods at Christmas, Easter and in the summer shall be ignored where employment is continuing thereafter. If there is regular contracted teaching throughout the annual academic period (i.e. during Teaching Block 1 and Teaching Block 2), continuity of service is maintained. Where teaching is not regular or there are significant gaps, the HR Manager will determine whether or not continuity of service exists. If the Hourly- paid Teacher has had an Ordinary contract with the University, the continuous service start date in PIMS will reflect this. Approved by To be signed by the Head of School or a nominated individual responsible for approving hourly-paid teacher appointments. Sends the form to the HPT. 1.2 The HPT must complete and return the form to the School. 1.3 The School forwards the Hourly-Paid Teacher Staff Record Form to the Faculty HR team. 2
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Figure 1 Hourly Paid Teacher Staff Record Form 3
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Figure 2 Diversity Monitoring Form 4
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Task 2 Logging on to PIMS for training Objectives At the end of this task you will be able to: Log on to PIMS via the internet browser. Comments During training you will begin by using the PIMS train database containing fictional data; you will see fewer screens than when using your usual log in. Logging in to the PIMS training system 2.1 Open the web browser and enter the URL: http://oas.apps.bris.ac.uk. Click Oracle Applications. 2.2 At the logon screen, enter the training username and password, and the database name as instructed by the trainer, then click on Connect. Figure 3 logging on to PIMS for training 2.3 To activate the PIMS menu, from the Oracle Applications Main Menu, select PIMS Menu by clicking the arrow to its left: Figure 4 - selecting the PIMS menu The PIMS Menu displays only the options within PIMS to which you have been granted access. 5
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Task 3 HR: Creating a new hourly-paid teacher record in PIMS Objectives At the end of this task you will be able to: Check if an entry for a named person already exists If not, create a new record Enter basic personal details Enter hourly-paid teacher appointment details Comments If the person already has a PIMS record it is ESSENTIAL that you don’t create them as a new member of staff. Otherwise, they will be issued a new email address, new ID card, etc. It is also essential that you check if they are a student. If they are already in PIMS, check if a current HPT appointment already exists for them. You may be able to extend the date of the previous appointment if it has not (or only just) expired, where it is for the same School/Division and job title. If a person does not yet exist in PIMS, you will need to set them up as a member of staff. Take the Hourly-Paid Teacher Staff Record Form as the source of the details to enter in PIMS. A separate appointment should be created for each Job Title within a specific School/Division. So, a person who is both a Demonstrator and an Assistant Teacher in the same or different School/Division would need two appointments. Contracts are then created within appointments to define what work is to be done. Appointments for which no contract will be issued (i.e., those without a pattern of work for 4 weeks consecutively, or every other week for six weeks, see next paragraph) do not need to be entered into PIMS, nor does the person need a record creating in PIMS, although it is useful to HR and often to departments/schools if they are. Faculty HR teams will record details on PIMS for all hourly-paid teachers if requested by a department/school regardless of whether the teacher requires a contract or not, to ensure that the department/school and University has full informationfor reporting purposes. The contract status of ‘Not Required’ should be used in this case where the individual’s details have been entered on to PIMS, but a contract does not need to be produced. Contracts should be issued where you are engaging an individual to deliver teaching for four consecutive weeks or more (or if there is a pattern over a longer period of, for example, every other week for 6 weeks). Contracts are optional for shorter periods. For a contract to be issued, an appointment record in PIMS is needed. The Hourly-paid teacher returns the Hourly-Paid Teacher Staff Record Form to the School administrator, who sends it on to HR. The HR administrator enters the information into PIMS, and then retains the Staff Record Form for the individual’s HR file. We have received an Hourly-Paid Teacher Staff Record Form for a person called Newman who is going to be a Demonstrator in Biochemistry. We must first check whether this person already has a record in PIMS. 3.1 From the PIMS menu, select Staff Details. 6
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Figure 5 – the PIMS menu: Staff Details You will reach the Staff Selection screen. Click Create new staff. Figure 6 The Create new staff button At the next screen, choose Hourly-paid teacher. Figure 7 Choice of new staff type. 3.2 Enter the following details (change the year as appropriate): Figure 8 Creating a new member of staff Note Enter the date in the format dd mmm yy (eg 01 Oct 10). 3.3 Click Continue. 7
PIMS for Hourly-Paid Teacher Administration (pimshour-1) If a person with the same surname of the same sex already exists, you will see this screen: Figure 9 Existing persons list Note If someone exists with the same first name, check their date of birth. If your person is not listed, click NOT in list. Note If the person already has a PIMS record it is ESSENTIAL that you don’t create them as a new member of staff. Otherwise, they will be issued a new email address, new ID card, etc. To add a new HPT appointment for an existing staff member for them, see step 3.10. It is also essential that you check if they are a student. See the next step. 3.4 Fill in the personal details similar to those in Figure 10 and make sure you give a unique first name. Essential: if the HPT has a Student number, enter this, or use the List of Values button to check if they are a student and pull in their record. If so, many of the required fields will be filled in from centrally held SITS data on that student. It is essential to other university processes to identify if they are a student. Use the List of Values button to look up allowable Titles, and codes for Nationality and Ethnic Origin, if necessary. Entries not on these lists will prevent the record from saving. The form will default to the most common entries. Alter the disability code, if necessary, using the Change disabilities button. You cannot type in this box. Note Look for Nationality, Ethnic Origin and Disability descriptor on the Diversity Monitoring Sheet. Nationality not known is entered as ZZ. 8
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Figure 10 Adding personal details Entering an appointment The appointment end date is used to monitor continuous service and access to University facilities such as email, U-Card and the Library. When creating a new HPT appointment, PIMS will create a default appointment end date of one year from the latest appointment start date, but this can be updated, as required. The correct appointment end date will depend upon whether the HPT is going to be offered a further period of work or not in the same role. If you are not sure when setting up the appointment, then the appointment end date should be the start of the next term after the end of the latest contract. This allows some time to issue a new contract for the next term. If the contract comes to an end without a further contract being issued, update the appointment end date to match the last contract end date. If another contract is issued before the appointment expires, extend the appointment end date accordingly. 3.5 Click on the Appointment details tab. Enter the Expected end date for the appointment. It will default to one year, but you can make it more or less than that, as required. Click in the Organisation field (box). Enter the 4-letter Organisation code for the School/Division to which the teacher will be contracted. Click in the Job Title box. An appropriate list of job titles will appear. Choose from the list, eg Demonstrator. Click OK. 9
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Figure 11 Entering appointment details 3.6 Click the Addresses tab. Record the home and emergency contact address information provided. Note Up to this point, you can cancel the creation of the new staff by clicking Exit. 3.7 Click Save. A message appears: New hourly-paid teacher created – press Search button for details. Click OK. You will reach the Staff Selection screen (see Figure 12). You must now search for the new member of staff, to access the screens where you can add more details. 3.8 The Person code of the new member of staff has been filled in already in the bottom search field. Click Search. Figure 12 Searching for a Hourly Paid Teacher 10
PIMS for Hourly-Paid Teacher Administration (pimshour-1) You will be taken to the name required, with basic information showing. Verify that the record has been created successfully. Figure 13 Staff record Reviewing and amending information 3.9 Use the Menu Options if you wish to review and alter the information that has been previously entered on the Personal Details and Addresses screens. For new contact details, use the Insert Rec button in the Addresses screen, enter a start date and the new information; an End date will be applied to the previous contact information. You can also update information on the Hourly-Paid Teacher Appointments tab (see Task 4). If the person already has a PIMS record At step 3.3, if the person already has a record in PIMS and you wish to add an HPT appointment for them: 3.10 Click the arrow next to their name Click OK. Click Search. Choose the correct person. Choose the menu option Hourly-Paid Teacher Appointments (BSTA9075). Start again at step 3.5. 11
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Task 4 HR: Amending or adding an Appointment Objectives At the end of this task you will be able to: Amend an appointment Add a new appointment to a member of staff already in PIMS. Comments A separate appointment should be created for each Job Title within a specific department. So, a person who is both a Demonstrator and an Assistant Teacher in the same or different departments would need two appointments. 4.1 If necessary, search for the person of interest. On the Menu Options, click Hourly-Paid Teacher Appointments. On the Appointments tab you can review, amend, or add new appointment records for this person. To amend an appointment Only amend an appointment in the following circumstances: To extend the end date of the appointment. Do this before it has expired or within a few days of expiry. Shortly after a person’s appointments have expired, the email address and UOB card will be withdrawn, so a new appointment record would be needed to trigger the issue of new ones. To shorten the end date of an appointment if a HPT appointment has ended earlier than expected, or to make the appointment end date match the actual contract end date, if the appointment is not continuing. To alter the organisation (if you have authorisation and access to another organisation) and/or job title, if entered in error. If this is a different appointment, make sure you add a new appointment record instead. 4.2 Click the appointment of interest in the grid. Click the button: Amend an existing Hourly-Paid Teacher Appointment. Figure 14 Amending or adding an appointment Make the changes on this screen, and then click Accept. 12
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Figure 15 Details of amending an appointment To add a new appointment If you wish to add a new HPT appointment for this person: 4.3 Click the Insert Rec button Enter the details. Click Accept. Former Lifelong Learning Tutors From 1st July 2009, new job titles were made available for Lifelong Learning Tutors in PIMS as Hourly Paid Teachers. From this date no old 'Lifelong Learning Tutor' job titles have been used in PIMS and this option is no longer available. With new PIMS functionality for hourly-paid teachers from July 2009, all old honorary Lifelong Learning Tutor appointment records were moved to be correctly classified as Hourly-Paid Teachers. In this case, an additional tab 'Old LLT contracts' is available to show old contract information (which was in the SITS system). 13
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Task 5 HR: Contracts Objectives At the end of this task you will be able to: Enter a contract for an Hourly-Paid Teacher. Comments Contracts should be issued where you are engaging an individual to deliver teaching for four consecutive weeks or more (or if there is a pattern over a longer period of, for example, every other week for 6 weeks). The contract start date is the date that the HPT activity (i.e. teaching delivery, preparation, assessment and other related duties) begins. The contract end date is the date that the HPT activity (i.e. teaching delivery, preparation, assessment and other related duties) ends. Several contracts can be held against a single appointment. For example, a Language Tutor who runs two different courses for the same School would have one appointment (as a Language Tutor in School A). Under the appointment, the School/Division can choose to issue: a) a single contract covering the hours for both courses b) 2 separate contracts, one for each course. If a third course is added part way through the appointment period, an additional contract can be created. If a small amounts of extra work has been undertaken in the same contract, the contract (and if necessary appointment) end date(s) can be extended accordingly and the fee claimed against the current contract. Details of the courses covered by a contract can be recorded in the field ’Additional Contract Information’ which will be printed on the contract of employment. Contracts are officially called ‘Statement of Particulars of Employment’. Entering Contract Information We will create the first contract for this appointment. 5.1 Search for the person in PIMS, if necessary. On the Menu Options click Hourly Paid Teacher Appointments. Click the Contracts tab. 14
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Figure 16 Note HR will receive teaching allocation data (on the HPT Teaching Allocation spreadsheet or the School’s existing method of recording this data) for the purpose of setting up the contract on PIMS. Enter the Contracted Start and End Dates, eg the dates of the course and associated contracted work. Enter the anticipated Contracted Hours for Teaching Delivery and other activities over the duration of the contract. These will be added to the Total. Where relevant, you must define what the related duties comprise: Next to Related Duties, click the View / Update button and tick all those that apply. If you choose Other, you must fill in more details in the Other related duties field. Comments on Contracted Hours Category Comment Teaching delivery Teaching delivery. Teaching Preparation includes necessary training, reading, research, preparation developing materials, etc. Assessment Assessment includes marking of exams, papers, assignments etc that takes place outside of normal ‘contact time’. Related duties After entering hours, click the View / Update button to chose one or more activities. Total PIMS will total the above hours. Alternatively, you can enter a Total without entering the breakdown, and only this amount will show on the printed contract Hourly rate PIMS will generate the relevant hourly rate on the contract based on the HPT job title selected. It is possible to override the hourly rate with a higher amount if there is a legitimate market rate for the role. Schools/departments are advised to discuss within their Faculty and HR, as required, where there 15
PIMS for Hourly-Paid Teacher Administration (pimshour-1) is a case for the payment of a market rate, to ensure a consistent approach in line with University policy. In the Additional Contract Information field, enter carefully any additional description that should be shown on the contract, eg the course title(s). It is important to keep this information to a minimum, as it will be printed on the contract. A demonstrator may have a contract for, say, 40 hours in a department. This field could be used to show how this is split between different undergraduate courses or year groups. Or a language tutor might run 2 courses which are on the same contract, and they could be described here. This field allows only 1000 characters, so keep the information is brief. If you enter a lot of information, please check that it prints out on the contract, as in some cases it might be cut off. A default hourly rate will be set. If you wish to override this, enter a market rate in the Rate field. There is no need to enter a Start Date as when you save, it will default to the contract start date. Click Save. The Contract Reference is a unique number generated by PIMS for the contract (eg CC95). This reference is shown at the foot of all pages of the contract. Generating the contract 5.2 Click the Contract button. The contract is generated using the information you entered. Check the contract. If it is not correct, amend the PIMS appointment/contract record(s) as required then generate the contract again. Print 2 copies of the contract when you are happy that it is correct. Save the pdf file in a secured shared HR- Finance folder (\\mis- app1.admin.bris.ac.uk\users\hr-finc\\) If you plan to send out this contract, choose Yes to the question: Contract status ‘ISSUED’ will now be updated in the contract record. Note If the Contract or Claim Fee buttons do not work, it is likely that you have a pop-up blocker set in your browser. To fix this, start your browser again, then: In Internet Explorer > Tools menu > Pop-up Blocker > Pop-up Blocker Settings > Address of Website to Allow > type oas.apps.bris.ac.uk > Add > Close. In Firefox, choose Edit menu > Options> Content> Block pop-up windows> Exceptions > type oas.apps.bris.ac.uk > Allow > Close. Or, contact the IT Service Desk. 16
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Sending out the contract Two copies should be signed and dated by the HR team on behalf of the University and sent out to the HPT. Contract status If you issue a contract, you should change the Contract Status to Issued. If you do not need to issue a contract, choose Contract Not Required. For more information, see the Guidance notes at: http://www.bristol.ac.uk/hr/hpt/ Note It is not essential that contract information is entered in PIMS if you do not plan to issue a contract. 5.3 Click in the Contract Status field. Click the List of Values button. Choose the required status. Figure 17 Entering the Contract Status Amending contract information You can amend contract information in PIMS before the Contract Status is set to Signed. Adding another contract 5.4 To add another contract against this appointment, click the Insert Rec button. If there is more than one contract for the appointment, use the scroll bar to move between them. You can tell how many contracts there are from the figure in brackets (see top of Figure 17). On receipt of the signed contract The HPT should return one signed copy to you. They should also return the completed ‘Payroll Information Sheet for Hourly Paid Teachers’, proof of eligibility to work in the UK (if they are a new HPT) and, if appropriate, their P45. Check all the details have been filled in on the contract and that all supporting documents have been returned. 17
PIMS for Hourly-Paid Teacher Administration (pimshour-1) 5.5 Update the eligibility to work in the UK screen on PIMS: Check whether the eligibility to work in the UK documentation is valid. Photocopy as necessary for the file. Update the eligibility to work in the UK screen in PIMS, Search for the person using Staff details, Choose the Personal Details menu, Click the Work Entitlement tab. Tick the Entitlement to work in UK check complete box. Enter Limited Leave to Remain data as appropriate. Click Save. Use the standard letter1 to follow up on individual HPT’s who have not provided their eligibility to work in the UK documentation. The monthly standard report of staff who have not provided their documentation can be used to assist with this task. 5.6 Update the contract status in PIMS: Note: This can only be updated once the signed contract has been returned and the eligibility to work in the UK checks have been satisfactorily completed Search for the person in PIMS. Click on the Hourly-Paid Teacher Appointments menu option. Click the Contracts tab. Update the Contract Status to Signed. 1\\mis-app1.admin.bris.ac.uk\users\human-resources\operations\\templates\contracts\ entitlement to work in the UK chase letter 18
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Click Save Note The standard report (BSTA9645) HPT Tracking File shows all HPT’s set up on PIMS for the relevant faculty, to aid with tracking the receipt of HPTs’ signed contracts. The report includes contract status (contract issued/signed contract received/contract not required), contract and appointment dates. Notes on paperwork Please refer to section 2.11 of the HPT Contracts and Fee Claims Administration Guide2 for full details on administrative actions following receipt of the signed contract, completed Payroll Information Sheet for Hourly Paid Teachers and eligibility to work in the UK documentation. See Appendix B for further information relating to data security and storage of paper and electronic documents. 2 http://www.bris.ac.uk/hr/hpt/administration.doc 19
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Task 6 Finance / HR: Fee claim forms Objectives At the end of this task you will be able to: Issue a fee claim form For further guidance on the fee claim procedure and administrative actions required prior to a fee claim being authorised and processed for payment, please refer to section 3.0 (Fee Claims Procedure) of the HPT Contracts and Fee Claims Administration Guide3. For HPTs with a contract Send a claim form to the HPT The HR Administrator should issue the HPT a fee claim form at the same time as issuing a contract. The Finance team can send out more forms as required. They can be produced as an Excel file from the HPT web page (http://www.bristol.ac.uk/hr/hpt/). This can be filled by the HPT in Excel. It can be emailed between HR and the HPT. If you use this, make sure you have the latest copy. Download a new copy at least at the start of every new round of contracts. This does not have any fields filled in automatically, but does allow the HPT to enter the data electronically and email it back. For HPTs without a contract Please refer to section 3.3 (Payment of other HPTs) of the HPT Contracts and Fee Claims Administration Guide4. Claiming additional hours worked beyond contracted hours Please refer to section 3.4 (Claiming additional hours worked beyond contracted hours) of the HPT Contracts and Fee Claims Administration Guide 5 . 3 http://www.bris.ac.uk/hr/hpt/administration.doc 4 http://www.bris.ac.uk/hr/hpt/administration.doc 20
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Task 7 Obtaining access to university services Objectives To understand how a user is given access to university services. If a HPT has just been appointed in their first role at the University and is not a current University of Bristol student, they will be issued with a UoB user name, e- mail address, a University Card and will be eligible for access to other University facilities. Please refer to section 2.14 (Obtaining access to the University Services) of the HPT Contracts and Fee Claims Administration Guide6 for further information. See Appendix C for details on de-registration from use of facilities at the end of an appointment. 6 http://www.bris.ac.uk/hr/hpt/administration.doc 21
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Task 8 Printing reports Objectives At the end of this task you will be able to use Standard Jobs to produce: A list of current HPTs, with appointment and contract dates, in a specified organisation A report on HPTs showing contract status and contract and appointment dates A report showing staff whose eligibility to work in the UK has not been recorded To obtain a list of current HPTs in a specified organisation: 8.1 Open the web browser and enter the URL: http://oas.apps.bris.ac.uk/ . Click Oracle Applications. At the logon screen, Enter your username and Oracle password Type the database name prod Click on Connect. Click on Standard Jobs (Reports). Tick the PIMS box top right to show only PIMS related standard jobs. PDF version 8.2 In the Find box, type the key word HPT, then click Find. Choose Hourly-Paid Teachers (HPT) List, Number BSTA9635. Type in required Organisation code. The entry Y in the Cascade filed ensures that subsidiary organisations are included, eg, schools within a faculty. Click on Submit On the next screen click Submit again. The list will appear on screen ready for printing. CSV version (can be opened in Excel) 8.3 As above, but choose Hourly-Paid Teachers (HPT) File, Number BSTA9634. The list will be emailed to you. Open the file in Excel and resave it as an Excel file. 22
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Other reports Please refer to Appendix 2 (HPT Reports) of the HPT Contracts and Fee Claims Administration Guide7 for further information regarding the PIMS reports available to support the HPT process. 7 http://www.bris.ac.uk/hr/hpt/administration.doc 23
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Appendix A Links to useful information For more information look on the Hourly-Paid Teachers web page: http://www.bristol.ac.uk/hr/hpt/ where you will find links to the pay rates, descriptors, Teaching Allocation spreadsheet, Hourly-Paid Teacher Staff Record form, and fee claim forms. The Hourly-Paid Teacher Staff Record Form, and other forms for hourly-paid teachers, are available in the Forms Bank at: http://www.bris.ac.uk/hr/forms/ For general help regarding PIMS, email: hr-systems@bristol.ac.uk For advice on Information Security: http://www.bristol.ac.uk/infosec/ 24
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Appendix B Data security All signed or unsigned copies of ALL documents relating to these appointments and contracts must be stored securely: Paper documents should be stored in a lockable filing system where access is limited to those people who need to have access to the data. Electronic documents should be stored on a shared network drive, not on a hard disk. The drive, folder or file should be password protected. For more information, see the University’s Information Security web site: http://www.bristol.ac.uk/infosec/ 25
PIMS for Hourly-Paid Teacher Administration (pimshour-1) Appendix C De-registration from computing facilities Comments The information below may change from time to time. For the latest procedures, see: http://www.bris.ac.uk/is/computing/advice/register/deregister.html When you leave the University, you are no longer entitled to use the University's computing and other facilities. This document describes the processes used to inform people that their accounts are scheduled for deletion prior to their removal. Warning of scheduled deletion of accounts A regular check is made against central staff and student databases for all individuals with current computing accounts. Once this is done any individuals who appear to have left the University are sent a warning message. Undergraduates are warned when they appear to have left within the last week. Postgraduates are warned once they appear to have left more than 14 days ago; the slight delay allows time for contract renewal and re-registration which occasionally need a little time to complete. Staff, including hourly-paid teachers, are warned within 35 days (in advance) of the leaving date recorded in PIMS. The warning message, which is always sent to the Bristol email address, gives links to information on how to proceed, including what to do if some error appears to have occurred. Messages to Honorary staff will also include a link to a list of divisional and faculty HR contacts and for hourly-paid teachers a link will also be provided. Extension of accounts If your record in the central database (PIMS in this case) is wrong, the HR administrators are responsible for ensuring this is corrected quickly.. Extensions will only be considered in exceptional circumstances, for example where there will be a gap of less than 30 days between contracts within the University.. All cases for extension will require evidence from and approval of a recognised departmental contact. Deletion of accounts For staff, accounts will be locked within seven days of the termination date and deleted no sooner than 14 days later. Accounts affected All accounts on central computing facilities (with the exception of the Library Catalogue (Aleph) and Calendar entries) are deleted in the automatic deletion process. This includes email and related services such as Sympa mailing lists, shared mailboxes and SmartSieve settings, the UOB domain, interactive system and Blackboard accounts. A list of shared mailbox accounts to be removed are included in the warning message 26
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