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| | |2. Determine the affected part(s) of the organization | | |2. Determine the affected part(s) of the organization |
| | |Identify the organizational parts where WFA will occur and where SERLO may be required. | | |Identify the organizational parts where WFA will occur and where SERLO may be required. |
| − | |Define the section, division or directorate; geographical area; program or type of work for each affected part. Apply PSEA s. 64 to confirm when lay‑off and selection apply. | + | |Define the section, division or directorate; geographical area; program or type of work for each affected part. Apply PSEA s. 64 to confirm when lay‑off and selection apply. Ensure the definition of the affected part is based on organizational structure and function, not on incumbents’ characteristics. |
| | |PSEA 64(1), 64(2); PSC SERLO guide (Step 2). | | |PSEA 64(1), 64(2); PSC SERLO guide (Step 2). |
| | |Clear definition of affected parts supports transparent, consistent application across groups and locations. | | |Clear definition of affected parts supports transparent, consistent application across groups and locations. |
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| | === Communications to employees === | | === Communications to employees === |
| − | Maintain complete files that demonstrate compliance with PSER, including: | + | Provide timely, plain‑language written messages that cover: the established qualifications, requirements and needs; the assessment methods selected; and how to request accommodation measures. Ensure assessments are conducted in the official language chosen by the employee and, where second‑language proficiency is assessed, that the method is the same as for appointments. Include timing and supports available such as Employee Assistance Program and Informal Conflict Management services; and formal notices of retention or lay‑off. Before issuing notices, conduct an adverse impact analysis (e.g., GBA+) to ensure decisions do not disproportionately affect any equity group. |
| | + | ---- |
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| | + | === Documentation and records === |
| | + | Maintain complete files that demonstrate compliance with PSER, including: planning artifacts; analyses of biases and barriers; assessment results; selection rationale for each employee; and copies of all notices. In addition, ensure the file contains: |
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| − | * the '''bias/barrier evaluation''' for each assessment method '''before use''' (PSER 22(5));
| + | - the bias/barrier evaluation for each assessment method before use (PSER 22(5)); |
| − | * the '''reasons for selection or non‑selection''' for '''each''' employee (PSER 22(10));
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| − | * copies of '''lay‑off notices''' and of '''retention notices''' to those not selected for lay‑off (PSER 21(1), 21(2))
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| − | These records support transparency, grievances, '''PSEA 65(1) complaints to the Board''', and PSC oversight.
| + | - the reasons for selection or non‑selection for each employee (PSER 22(10)); |
| − | ---- | + | |
| | + | - copies of lay‑off notices and retention notices (PSER 21(1) and 21(2)); |
| | + | |
| | + | - evidence of any adverse impact analysis conducted prior to final decisions. |
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| − | === Documentation and records ===
| + | These records support transparency, grievances, complaints to FPSLREB, and PSC oversight. |
| − | Maintain complete files that demonstrate compliance with PSER, including: planning artifacts; analyses of biases and barriers; assessment results; selection rationale for each employee; and copies of all notices. Files must include the '''bias/barrier evaluation''' (PSER 22(5)), '''reasons for selection''' for each employee (PSER 22(10)), and copies of '''notices''' to retained and laid‑off employees (PSER 21(1) and 21(2)).These records support transparency, grievances, complaints to FPSLREB, and PSC oversight.
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| | === Responsibilities after SERLO === | | === Responsibilities after SERLO === |
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| − | * '''Workforce adjustment or career transition activities:''' implement GRJO and surplus priority entitlement or, where no GRJO, provide opting options per WFAD or collective agreement appendices; consider alternation where applicable. | + | * Priority entitlements: Where a GRJO is provided and an employee becomes surplus, register and manage priority entitlements promptly and document placement actions. |
| − | * '''Priority entitlements.''' Where a GRJO is provided and an employee becomes surplus, ensure timely registration and management of the employee’s priority entitlement per PSC direction; monitor and document placement efforts.
| + | * Workforce adjustment or career transition activities: Implement GRJO and surplus priority entitlement or, where no GRJO, provide opting options per WFAD or collective agreement appendices; consider alternation where applicable and ensure alternation opportunities are centrally posted for equal access. |
| − | * '''Classification activities:''' complete updates to positions, abolitions and creations as required. | + | * Classification activities: Complete updates to positions, abolitions and creations as required. |
| − | * '''Recourse''': Employees may file a complaint to the Board regarding lay‑off under '''PSEA 65(1)'''; comprehensive documentation of SERLO planning, assessments, bias/barrier evaluations, and reasons for selection supports FPSLREB proceedings and PSC oversight. | + | * Recourse. Employees may file a complaint regarding lay‑off under PSEA s. 65(1); ensure the SERLO file is complete to support FPSLREB proceedings and PSC oversight. |
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