UTAS Voluntary Redundancy (VR) Process UET Update

Voluntary Redundancy (VR) Process UET Update

28 SEPTEMBER 2020

VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

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Voluntary Redundancy Process Map

WE ARE AT THIS STAGE 28/09/2020

Voluntary redundancy process map

COLLEGE/DIVISION/PEOPLE MANAGER/ HEAD OF SCHOOL/ PTWG/ED/EDO

People and Wellbeing /Line Managers/ Employee /PTWG

EMPLOYEE

PEOPLE AND WELLBEING

EMPLOYEE

Voluntary redundancy process map

COLLEGE/DIVISION/PEOPLE MANAGER/ HEAD OF SCHOOL/ PTWG/ED/EDO

People and Wellbeing /Line Managers/ Employee /PTWG

Formal Offer to Employee EMPLOYEE

 Approved Final calc’s Line Managers and P&WBP’s to confirm approval with employee

EMPLOYEE

PEOPLE AND WELLBEING

Interested employee proceeds to EOI

PTWG Endorsement TIG approval

Calculation from payroll to P&WBP

EOI received by Business Partner

P&WBP discusses with Line Manager, and clarifies exit date  Initial discussions with WGL  Request formal Calcs from Payroll to P&WBP

Review of Formal Proposal/ Complete Assessment Form Review of Formal

Employee exit

 Accept Agreement documented  Decline Line Manager discussion with employee P&WBP coaching Employee exit

Formal Offer to Employee

 Approved Final calc’s Line Managers and P&WBP’s to confirm approval with employee

Interested employee proceeds to EOI

PTWG Endorsement TIG approval

Calculation from payroll to P&WBP

EOI received by Business Partner

P&WBP discusses with Line Manager, and clarifies exit date  Initial discussions with WGL  Request formal Calcs from Payroll to P&WBP

COMPLETE

College/Division/ People Manager/ HoS  ED  EDO Proposal/ Complete Assessment Form College/Division/ People Manager/ HoS ED  EDO

 Accept Agreement documented  Decline Line Manager discussion with employee P&WBP coaching

Summary of College/ Division/ People Manager/ HoS decisions to WGL for review and discussion

Summary of all EOI’s received sent to College/ Division/ People Manager/HoS each Friday

COMPLETE

Out of Scope To be reviewed on case by case basis

Summary of College/ Division/ People Manager/ HoS decisions to WGL for review and discussion

Summary of all EOI’s received sent to College/ Division/ People Manager/HoS each Friday

Out of Scope To be reviewed on case by case basis

 Not approved Justification provided to employee by line manager. Consideration to early retirement if applicable.

 Not approved Justification provided to employee by line manager. Consideration to early retirement if applicable.

P&WBP discusses with College/ Division/ People Manager/HoS

P&WBP discusses with College/ Division/ People Manager/HoS

If an absolute Yes – step out of process i.e. Course not continuing – role not ongoing If an absolute Yes – step out of process i.e. Course not continuing – role not ongoing

Support / Coaching P&WBP

Support / Coaching P&WBP

PROCESS PRINCIPLES

Transparency

Consistency

Open Communication

Supporting Employees

PROCESS PRINCIPLES

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VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

Transparency

Consistency

Open Communication

Supporting Employees

Voluntary Redundancy Outcome Categories

A B C D E

Approval with minimal change to work or structure

Approval with structural change or work re-allocation/elimination needed (local impact)

On hold – may be able to release pending implementation of broader change processes (WB, course architecture etc.)

Focus on shifting

CATEGORIES C and D up

Unable to release (critical role/skillset)

Under Review

VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

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VR Approval and processing plan Item

Action

Status

Letters prepared

1 

CTMC Endorsed

Complete and loaded

College and Division to Submit to PTWG Folder for Due Diligence

Assessments

2 

80% complete

 All Cat A approved to action  Cat B&C Reviewed and proposals prepared  Cat D reconsider

Approval from UET to proceed with Category A and review B, C & D’s.

Process of approval

3 

Guidance notes for People Managers  Professional  Academic

Guidelines for managers

4 

Ready

Payroll R&B

5 

Prepared for final calculations

Send Email to all EOI wc 28/09  Cat A advised and discuss date wc 28/09  Cat B&C advised of assessment process  Cat D advised and to be reviewed

EOI applicants

6 

Emails and scripts prepared

7 

Processing VR

Process is set up and will follow agreed path

Ready

8 

Departure Advice

Guidelines and checklist for respectful departures Ready

4

VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

Timelines

19-25 August 2020 Guidelines for EOI Assessment Prep on Guidelines for EOI Assessment Preparation Prep o Guidelines for EOI Assessment 19-25 August 2020 19-25 August 2020

20 August 2 EOI Clos

Timelines

Decision to offer a VR

Current Timeline

20 August 2 EOI Clos

Managers provided with guidance re notification Brief Managers, People Leaders on Guideline

This assessment will be supported by People and Wellbeing and Finance. Working Better Group Leads have been given visibility of the EOI applicants to assist College Divisions to achieve a workable solution.

Timelines

EOI Clos

20 August 2

EOI ASSESSMENT

Brief Managers, People Leaders on Guideline

Access categories College/Division Assessment Pr par tion Prep o Guidelines for EOI Assessment 19-25 August 2020

20 August 2 EOI Clos

Action Cat A and collect data from Cat A Liaison with Applicants and determination o Documentation of assessment is critical College/Division Assessment Brief Managers, People Leaders on Guideline Document discussion outcomes Liaison with Working Better Working Group Brief Managers, People Leade s on Guideline Liaison with Working Better Working Group Liaison with Applicants and determination o Documentation of assessment is critical Central approval based on Formal Assessme Liaison with Applicants and determination o Documentation of assessment is critical College/Division Assessment College/Division Assessment Preparation 20 August 2 Lock in dates and request letters and final pay calculations Central approval based on Formal Assessme Documentation of assessment is critical College/Division Assessment Central approval based on Formal Assessme Liaison with Working Better Working Group Liaison with Applicants and determination o Check WC claim status Central approval based on Formal Assessme Liaison with Working Better Working Group Documentation of assessment is critical Central approval based on Formal Assessme Liaison with Working Better Working Group Liaison with Applicants and determination o Documentation of assessment is critical College/Division Assessment Brief Managers, People Leaders on Guideline Preparation 20 August 2 Brief Managers, People Leaders on Guideline Liaison with Working Better Working Group Liaison with Applicants and determination o Documentation of assessment is critical College/Division Assessment 20 August 2 EOI Close Preparation Brief Managers, People Leaders on Guideline Preparation Liaison with Applicants and determination of Central approval based on Formal Assessme Liaison with Working Better Working Group

Preparation Prep on Guidelines for EOI Assessment 19-25 August 2020

College / Division leaders have:

28 September

Considered and assessed all EOI’s against the VR Criteria A, B, C, D categories.

19-25 August 2020

1 

19-25 August 2020

Make recommendations to PTWG as to which EOI’s should be subject to an offer of VR and which should not.

Action category A’s

2 

Note: TIG/UET will make the final decision as to which staff members will receive an offer of voluntary redundancy.

September – October

VR Notification CoNTINUE CATEGORY B, C, D REVIEWS

Process letters and finalise acceptances Central approval based on Form l Assessme

28 September – Mid Oct

VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

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Current Status 28/09/2020 Item

DETAIL

Status

Guidelines have been prepared for managers to assist them to achieve a respectful exit for VR Departures - see 3.

1 

Post approval process

Finalised and confirmed

2 

Letter templates

VR offers and declination of EOI letter

Endorsed by CTMC

Including:  Negotiation of departure date  Enabling respectful departures  Communicating with and supporting teams during and after separations  Checklists Emails to be sent to all applicants  Cat A advised that they will be offered VR  Cat B&C advised that assessment is ongoing  Cat D advised and to be reviewed

3 

Guidelines for managers

Prepared for publication and distribution

Emails prepared and being sent week commencing 28/09/2020

4 

Communications with applicants

6

VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

Current Status 28/09/2020

Status Tracking Status TRACKING

Likely Outcomes Tracking Likely Outcomes Tracking

Closed - Not Offered, 1 Withdrawn, 9

Accepted, 1 Duplicate, 4 Out of Scope, 14

E, 21, 10%

D, 31, 15%

A, 95, 46%

C, 5, 3%

B, 53, 26%

Submitted for endorsement, 82

Coll/Div Review, 122

VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

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Next Steps

Item

TIMING

ED’s and P&W to confirm current assessment status of each EOI (category) and commencing actioning category A’s immediately

Monday 28/09/2020

1 

2 

Emails to all EOI applicants

From Tuesday 29/09/2020

Tuesday 29/09/2020

3 

Publication and distribution of Guidelines for Managers

From Tuesday 29/09/2020

4 

Commence negotiation of departure dates for Category A EOI’s

Ongoing. Aim to conclude by Friday 02/10/2020

5 

Continued assessment of Category B, C and D EOI’s

From Wednesday 30/09/2020

Provision of offers of voluntary redundancy

6 

8

VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

Resources To assist Managers an assessment form must be completed and ensures we do due diligence. Guidelines and guidance notes have been prepared to aid manager discussions, the Departure Process is also available to ensure respectful treatment of approved VR applicants.

MANAGER Guidelines VR EOI

Voluntary Redundancy Assessment FORM

Click the

to view and download.

MANAGER Guidance notes for approvAl DISCUSSION

Departure Process NOTES

VOLUNTARY REDUNDANCY PROCESS | UNI VERS I TY OF TASMANI A

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Information and contacts For any enquiries or feedback relating to the Voluntary Redundancy Process and supporting resources please contact: Martin Nally Executive Director Workplace Relations People &Wellbeing

6226 2564 or 0421 053 733 martin.nally@utas.edu.au

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