Closing a Work Record

A few notes on the process to close a work assignment / work record and award SPs and RoFR (for SLs):

  • The acceptance of an Offer of Appointment creates a Work Record.
  • The default SP status is "Pending Assignment Completion".
  • The default RoFR status is "Pending".
  • SPs are awarded and shown as "Accrued" on the Member dashboard after the assignment has been closed (Bulk Status Change option available).
  • RoFR is awarded and shown as “Earned" on the Member dashboard after the assignment has been closed (Bulk Status Change option available).
  • Should the Work Record Status and assignment of a SP and RoFR need to be changed following the acceptance of an Offer (i.e., offer is withdrawn by either the University or the Candidate), follow this three-step process to ensure that a SP and RoFR is not accrued:

Step 1: Edit the Offer Status to "UofG Withdrawn" or "Can. Withdrawn", as applicable. Ensure to make note of the reason in the "Offer Admin Memo" field.

Step 2: Edit the Work Record Seniority Point from "Pending Assignment Completion" to "Not Accrued". Ensure to make note of the reason in the "Work Assignment Admin Memo" field.

Step 3: Edit the Work Record RoFR from "Pending" to "Not Earned". Ensure to make note of the reason in the "Work Assignment Admin Memo" field.

Work Records can be closed in bulk:

 

 

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