What is the Hiring Toolkit?
Submitting a Hiring Toolkit is the official request for work at The Ed Fund. Instructions for submitting the form can be found here. In order to comply with Labor codes, we still need to make an Employee or Contractor Determination based on your Hiring Toolkit entries. A thorough Job Description or Scope of Work that outlines the nature of the work to be performed will help your work request move along quicker through the pipeline. Make sure you have all the relevant details related to the work including the work dates and details, the worker’s contact information, and other details of the work to be performed.
Employee or Contractor?
A Twenty-Factor Test is provided by the IRS to determine whether an individual is an employee or a contractor. California has also passed state laws that tighten restrictions on who can be classified as a contractor. More information about the California ABC Test for Contractor Determination can be found here.
Visit our Contracts Process FAQ for more information regarding contracting with The Ed Fund.
Before performing work and beginning to invoice for payment, a contractor may need to complete the pre-contract contingencies listed in this page.
If you receive a Hiring Agreement from the Oakland Public Education Fund, you have been classified as an employee. The HR Team will inform/email your responsibilities in order to be hired and begin getting paid. You’ll receive a hiring letter through DocuSign that will detail your hiring terms – please review carefully, and sign it if there are no issues.
Criminal Background Check
Since you will be in contact with children and/or located on an Oakland Unified School District school site at some point in your employment, you are required to obtain a criminal background check through LiveScan Fingerprinting with our vendor, Red Tomatoes (instructions can be found here). You do not need to schedule an appointment, but you must fill out this specific Request for LiveScan Service Form. Once complete, we will be informed directly of your result so you’re all set. Usually they turn around fairly quickly. There is no cost to you personally – Red Tomatoes will bill our account.
If you have received a TB screening in the last four years, you may provide the documentation to us as clearance. If you have not had a screening in the last four years, you will need to be screened again and provide that documentation of a negative result. Results will sometimes give false-positives but if your Doctor provides written clearance based on X-Rays or observation then we can also accept this as clearance. This document lists low-cost or free TB Testing sites for your convenience – please note that TB Testing usually involves initial administering, and then a reading of results 2 days later.
You will be oriented by us at the Oakland Public Education Fund offices located at 520 3rd Street, Suite 109, Oakland, CA 94607. After completing your clearance and signing the hiring agreement contact email@example.com to schedule orientation. We are open M-F from 8-5pm. Orientation takes no longer than 1 hour, please plan accordingly.
What to Bring to Orientation
- I9 Verification Documents:
As part of your orientation, the law requires we verify your employment eligibility. As such you’ll be required to bring in specific document(s) based on this guide sheet. Please make sure these documents are up-to-date and readable – we can’t accept copies so we’ll need to observe the actual document(s) on the day.
- Voided Check for Direct Deposit:
You’ll have the opportunity at your orientation to sign up for direct deposit. We’d need you to provide either a voided check or other bank document that contains your routing and account information, as a means of verification. Direct Deposit usually takes one or two pay cycles to begin working, so let us know at the orientation whether or not you’d like your first check(s) sent in the mail or if you’d want to pick them up at our offices each pay day.
How does Payroll work at The Ed Fund?
Hourly employees should ideally be entering their hours at the end of their work shift or at the end of the week. Supervisors will be reviewing and approving timesheets every week. The Ed Fund will process payroll once all timesheets are approved. The Ed Funds needs to meet a process deadline the morning of a tleast two days before payday. For further information, please read over the Payroll Guide.
What is Paylocity?
Paylocity is our all-in-one HR system that is primarily used for payroll. Hourly employees can access their timesheets, pay stubs, w2 tax forms, and request time off.
How do I register in Paylocity?
Once you have received notification from Human Resources or Payroll an account has been created, go to https://login.paylocity.com. From the Login screen, click the “Register New User Account” link to access the Register New User Account Wizard. For further instructions click here.
When is payday, and what am I being paid for?
Payday is the 15th and end of the month. If payday lands on a Holiday or a weekend the Ed Fund Process payroll the day before. The 2020 Payroll Calendar lets you know when payday is and for what dates you are being paid for, as well as Holidays.
When do I enter hours on my timesheet and when are the deadlines?
Hourly employees should ideally be entering their hours at the end of their work shift or at the end of the week. Forgetting to enter hours may cause delays and discrepancies within your timesheet. Employee Timesheets are due Mondays at Noon for each previous week, and Supervisor Approval Deadlines are Tuesdays at Noon.
What if the timesheet entry or supervisor approval deadline is on a holiday?
Then the deadlines are both moved to the following day. If there’s a Holiday on a Monday, timesheet entries will be due on Tuesday at Noon, and supervisor approvals will be due on Wednesday at noon. We’ll let folks know when this is the case.
I forgot to enter hours on my timesheet, will I still get paid?
If you realized you missed any entries and if the week you’re entering in Paylocity is greyed out, you must complete a Manual Timesheet. This timesheet must be signed by your supervisor. We will not create a check without the supervisor’s approval. Once manual timesheets are approved, checks are processed ASAP once signatures are received but can take up to 5 business days to process. To avoid this, make sure to just enter your timesheets before the weekly deadline.
How can I change my W4 withholding/exemptions?
How can I access my W2?
Go to www.paylocity.com, enter your login information. Once you’re in the the Self Service Portal under the Pay box click on More. Click on Tax Forms. This should immediately take you to your 2017 W2. You may click Download on the top right if you wish. For security purposes Paylocity may ask for a code that will be sent out to your cell phone or e-mail, depending on your preferences. Before saving the PDF it will ask you to set a password (which will become the password to the PDF). You can alternately click “don’t set password” and just click the orange View PDF button.
How can I set up or change my Direct Deposit information?
If you would like to set up or change my direct deposit fill out the Direct Deposit Authorization Form and attach a voided check. All forms go to firstname.lastname@example.org or you may come to the office and drop it off (520 3rd Street, Suite 109, Oakland, CA 94607).
How do I access Paylocity on my phone?
Once you are registered you may start using the Paylocity app. Simply look up Paylocity Mobile in the Apple App Store or on your Android device. Enter your information and the usual company ID N5710. You’ll be ready to enter your timesheets or request time off.
I am locked out of Paylocity and don’t remember my password—what do I do?
If you have forgotten your password click the Forgot Password link, located on the bottom left of the log-in screen, or contact email@example.com and your password will be reset.
If you are locked out and do remember your password, wait 30 minutes and the system will automatically unlock your profile.
Will I receive timesheet reminders?
Hourly employees will be receiving timesheet reminders every week through email. If you are not receiving any notifications please contact firstname.lastname@example.org.
What if my timesheet needs corrections?
The tried-and-true way to correct a timesheet for a given day is to delete the whole row, hit save, and re-enter your time again. This can be used to fix the AM/PM issue, but can also be used to make corrections for any other reason. Once you’ve “approved” your own timesheet however, you’re unable to make changes. You’ll need to contact your supervisor to unapproved the timesheet before you can make edits again.
When I enter my hours it says “error”—what do I do?
We recommend you to sign out and login again. If you take too long to enter hours, the system will not accept entries. If it keeps happening please contact email@example.com.
What needs to be done before the weekly deadline?
Enter all the hours you worked for the previous Monday-to-Sunday week. Request any time off, past and future. If you’ve requested time off and your supervisor hasn’t approved it yet, consider reminding them. Review your timesheet for accuracy:
- Did you make sure to enter AMs and PMs correctly?
- Do all the hour totals add up?
- Did you make sure you got supervisor approval for any overtime you worked?
- Did you enter your hours into the correct week’s timesheets?
- Did you make sure to hit save?
- If you are a Regular Part-Time Employee, did you enter your holiday hours, if any?
How do I request time off for sick and vacation?
The first thing you see when you’re logged in is the Self Service Portal. This portal contains everything you’ll need to do in terms of employee functions. Under the Time Off box, you can see your sick and vacation accrual. Click on More then Submit Time Off Request. The next page will have you enter the Type, Date, Time, and Hour for the request. For further detail explanation follow this guide.
How do I access my pay stubs?
The first thing you see when you’re logged in is the Self Service Portal. This portal contains everything you’ll need to do in terms of employee functions. Under Pay you can access and print your pay stubs. Simply click on the date and it will direct you to another page containing your earnings breakdown. Click on the top right orange button that says Download Stub.
What is Paylocity?
Paylocity is our all-in-one HR system that is primarily used for payroll. Hourly Employees can access their timesheet, pay stubs, w2 tax form, and request time off. As the Supervisor you will be approving employees timesheet and approving time off request.
How do I register in Paylocity?
Once you have received a notification from Human Resources or Payroll an account has been created, go to: https://login.paylocity.com. Enter the Company ID, Username, and Temporary Password. You will be ask to change the password once you login and create challenge questions.
Why does it always ask me for security questions?
Although you may find it inconvenient to create and remember these security questions, it is very important. Having this second level of authentication is an excellent way to prevent unauthorized logins.
Once I login, how do I approve timesheets?
The first thing you see when you’re logged in is the “Quick View” box. This box contains everything you’ll need to do in terms of supervisory functions.
- Click on My Employees Button
- If you click the number where it says My Employees it will give a listing of all the employees you supervise. Simply click on the employee you want to approve timesheets for.
- Review the timesheet for accuracy
- Please remember also that employees that work over 8 hours in one day will be paid overtime.
- A common error is that employees will often enter AM instead of PM and vice versa. The quickest way to remedy this is just deleting the whole row of entries and starting again for that date. We recommend you have employees do this so we can have them correct their errors and prevent it in the future.
- Approve Timesheets
- Please approve timesheets by clicking the left-most box for each entry and make sure it’s checked then hit “Save”.
How do I approve vacation and sick time off for an employee?
The first thing you see when you’re logged in is the “Quick View” box. This box contains everything you’ll need to do in terms of supervisory functions. If you click the number where it says Pending Time Off Requests it will give a listing of any employee time off requests awaiting your approval (it will just say zero if there are none).
Since your employees are temporary hourly employees, the time off they’d eventually be able to request is Sick Time. You’ll receive an e-mail notification whenever a request comes in.
When do I approve time sheets?
Supervisor approvals are due Tuesdays at Noon (unless there’s a holiday that week, in which case the deadline will be the following day). Here is the 2018 PAYROLL GUIDE.
What If I forget to approve timesheets?
It’s the Ed Fund HR’s number one priority to get employees paid. Even though timesheet approval deadlines are weekly, if we don’t manage to get a supervisor’s timesheet approvals by the deadline we’ll first contact them to remind them (maybe even once or twice). If it’s close to a pay period and we can’t get an approval from you, we’ll go ahead and approve the timesheet on your behalf as we are their employers – we’ll notify supervisors whenever we do this. We’re pretty good at catching errors, but if there were any mistakes in the timesheets we approved (eg hours that were mistakenly entered) just let us know and we can correct it with a subsequent payroll correction.
Will I receive reminders about approving timesheets?
Yes, you will be receiving weekly payroll reminders. If you are not receiving them please contact firstname.lastname@example.org.
Why are there no hours on my employee timesheet(s)?
If no hours are entered on Paylocity it is your responsibility to follow up with the employee as they’ve probably forgotten to enter their hours. If the payroll period has already ended, the employee needs to fill out this Manual Timesheet. This process is completed through Docusign, and will need your signature for approval.
What is Workers Compensation?
Workers’ compensation is a type of insurance that offers employees compensation for injuries or disabilities sustained as a result of their employment. Oakland Public Education Fund, in accordance with state law, provides insurance coverage for employees in case of work-related injury. If you are injured or become ill either physically or mentally because of your job, including injuries resulting from a workplace crime, you may be entitled to workers’ compensation benefits which include medical care without paying out of pocket, and/or reimbursements for medical care related to the incident.
What to do if you have an urgent work-related injury?
- If you need emergency care call 911 for help immediately.
- Let HR know ASAP that you were injured at work at email@example.com.
- The next step is to make sure you receive reimbursement by filling out the DWC-1 form, (Employee Portion).
- Provide medical records and bills so we can submit all paperwork to our Workers Comp provider all at once. If you don’t have the receipt you can provide that after-the-fact.
- Send all paperwork to firstname.lastname@example.org, and we’ll report everything from our end. Workers Compensation will reach out to you regarding your reimbursement.
- If you need follow-up care, you will need to go to a clinic in our network. To help locate the nearest physician in your area, please call 855-622-6474. Our MPN Identification number is 2125. You can also find a physician online, www.lwpprosightsignaturempn.com.
What to do if you have a non-urgent work-related incident?
- If it’s a non-urgent incident, report the injury to HR by calling 510-221-6968 ext 710 (HR Manager) or 510-221-6968 ext 713 (HR & Payroll Assistant) ASAP. We will provide you with instructions for seeking medical care if needed.
- Complete the report DWC-1 Form, and email it to email@example.com.
- Seek immediate care. We have a group of medical providers designated to provide treatment and it’s highly suggested that you go through these medical providers so that you won’t have to pay anything out of pocket. To help locate the nearest physician in your area, please call 855-622-6474. It will ask you for our MPN Identification number which is 2125 and our Workers Comp Policy Number is WC201800008045. Our policy is under The Oakland Public Education Fund.
- You can also find a physician on the internet by going to www.lwpprosightsignaturempn.com but it’s better to call since you may have questions. When you contact the physician make sure you inform them that it’s workers comp related – also ask them what you’ll need to bring to the appointment.
- Please keep HR updated through all steps of this process.
What types of benefits do I qualify for?
Regular Full Time Employees (after 30 days of consecutive employment): health, dental, vision, life insurance, 401k, paid holidays, vacation and sick time accrual.
Regular Part Time Employees (after 30 days of consecutive employment): paid holidays, vacation and sick time accrual.
Temporary Full Time Employees: health benefits (after 90 days on consecutive employment) and Oakland Sick Leave accrual (after 30 days of consecutive employment).
Temporary part time employees: Oakland Sick Leave accrual (after 30 days on consecutive employment).
For further benefit questions please contact firstname.lastname@example.org.
I am a regular full time employee, how much vacation and sick time do I accrue?
0+ Years Worked: accrual rate of 10 hours vacation time per month, 15 days per year, maximum accrual 180 hours.
2+ Years Worked: accrual rate of 13.33 hours vacation time per month, 20 days per year, maximum accrual 240 hours.
5+ Years Worked: accrual rate of 14.66 hours vacation time per month, 22 days per year, maximum accrual 262 hours.
Full time employees will accrue 8 hours of sick time per month or 12 days per year.
I am a regular part time employee, how much vacation and sick time do I accrue?
Regular part time employees paid vacation time and sick time accrual will be prorated based on the percentage of their regular schedule to 40 hours.
I am a Temporary employee, what is Oakland Sick Leave?
As of July 1, 2015 California law provides for mandatory paid sick leave under the Healthy Workplaces, Healthy Families Act. All employees who have worked in California for the same employer for 30 or more days within a year from the start of their employment will be entitled to paid sick leave.
For every 30 hours work, you receive one hour of sick time. The company does not pay for employees’ unused paid sick leave. Employees who are rehired within one year may be eligible for reinstatement of previously accrued paid sick time.
I am a Temporary full time employee who needs health insurance. Do I qualify for Health Insurance?
The Affordable Care Act mandates Temporary full time employees who work a minimum of 30 hours be provided Health insurance. Benefit eligibility for temporary employees begins the first of the month after 90 days of consecutive employment. You will receive Summary Plan Descriptions that describe the benefits in greater detail. To any further questions you may have, please contact email@example.com.
What Health Insurance is available for Full Time Employees that qualify?
Medical Insurance, provided by Kaiser Permanente, comes in two plan tiers. Both plans are HMO rather than PPO and are renewed yearly. The plans are as follows:
- If you choose the Gold HMO 80 plan tier, your full individual premium will be paid by the organization. You’ll have to pay premiums for any dependents you wish to add. Full details for Gold can be found here.
- If you choose to upgrade to the Platinum HMO 90 plan tier, you’ll need to pay the difference in costs between the Gold and Platinum plans depending on your age. The idea is that your premium is paid up to the amount that would have been paid had you chosen the Gold tier, but you’ll be upgrading to the Platinum plan and thus will be paying the upgrade cost. The form in Section 3 lets you calculate your premiums and expected deductions from payroll, if any. You must sign off on this amount yearly since premium costs change, and you can calculate this on the form itself. Full details for Platinum can be found here.
Please note: If you choose to enroll dependents who are under 18 into your Medical Plan through Kaiser, then “Child Dental” is included in your plan. This offers limited dental insurance for your child dependent only and is provided by Delta Dental through Kaiser. Your Kaiser ID information will be used to access this benefit, and you’ll be informed of how to access this by Kaiser directly.
What Vision & Dental Insurance is available for Full Time Employees that qualify?
Dental Insurance and Group Life Insurance are provided by Principal Financial Group and your enrollment is at no cost to you. If you wish to enroll your eligible dependents to your dental plan, you’re 100% responsible for their premiums and this will be deducted at payroll. There are no changes to premiums or coverage for these insurances this year.
- Details for the Dental Insurance can be found here.
- Details for Group Life Insurance can be found here.
Included in their life insurance are services for Will Preparation as we as Travel Assistance.
Vision Insurance is administered by Principal but the provider is VSP, and your enrollment is at no cost to you. If you wish to enroll your eligible dependents to your dental plan, you’re 100% responsible for their premiums and this will be deducted at payroll. There are no changes to premiums or coverage for this insurance this year.
- Details for the Vision Insurance can be found here.
Additionally, make sure to read over these Annual Notices regarding health insurance.
Open Enrollment/Eligibility date is over and I wish to add my spouse or child(ren) to my my plan. What can I do?
If open enrollment and/or eligibility date is over, you need a qualifying life event to enroll. A Qualifying Life Event is a change in your situation — like getting married, having a baby, or a dependent losing health coverage — that can make you eligible for a Special Enrollment allowing you to enroll in health insurance outside the yearly Open Enrollment Period. Our broker will ask for verification so please provide proper documentation.
What if I don’t want benefits under the Ed Fund?
THIS FORM is mandatory and is required from all eligible employees yearly, even if you’re declining coverage. It informs us of your Benefit Enrollment decision on our end, as well as authorizes us yearly to deduct from your paychecks any excess premiums that are to be paid by you. Please note that you cannot decline the Principal benefits.
The second page of the form includes a table in which you can calculate your expected premium and the monthly amount that will be deducted from your pay, if any. Once you’ve sent this form back to us to firstname.lastname@example.org along with any enrollment forms if any, then you’re all set!
Does The Ed Fund Offer a 401(K) Plan?
Yes, but we do not offer employer matching. If you are eligible, you should have already received information about enrolling and making contributions to our group 401(K) Plan. Once you’ve reached eligibility, which is one year of service and 1000 worked hours within the first year, you’re given the opportunity to enroll. If you haven’t yet received information on the 401(K) Plan, please send us an e-mail and we’ll get you the necessary information.
What are the enrollment steps for 401K?
Read through the Plan Document to get acquainted with our plan details. Set Up your PenSys Account by following these Setup Instructions. Choose Your Contribution Method: You can choose the way you want to make deferrals: whether it’s a pre-tax Traditional 401(K) deferral, an after-tax Roth deferral, a percentage of your income, or a lump-sum. Whatever you choose, we’ll automatically reflect the changes in Paylocity. Choose Your Investment Options: Retirement Accounts grow through investment. You’ll need to choose your investment options from the choices we’ve provided, which is listed in the portal. We can’t give you guidance on what of those options to invest that money in, but we work with a Financial Advisor named Joel Larsen who you can contact for investment advice. Read the following Qualified Default Investment Alternative (QDIA) Notice which outlines your rights around your salary deferrals, in that you’re basically able to change your investment options at your leisure as well as well as outrightly state your right to direct funds as you wish.
Does the 401k plan have employer matching?
Employer Matching refers to any employer contribution to employee retirement savings accounts. At present, our organization does not offer Employer Matching but we will be looking at this in the future as an added benefit.
What options do I have in terms of Contribution Methods?
We give full flexibility towards your desired contribution methods. You may choose to contribute funds to your account before taxes are taken out [Traditional 401(K)] or you can choose to fund your account after taxes [Roth]. You may also contribute semi-monthly as a percentage of your Gross Earnings, or you could contribute a flat amount. At any given time, you can change your contribution methods on the portal and we’d be able to reflect the changes in the upcoming payroll. This also means you can vary your contribution amounts and methods from payroll to payroll, as long as you make the change on your account.
Can I rollover my 401(K) Savings from a previous employer or other plan?
Yes. You’ll need to do two things:
- Fill in this Rollover Form and send it to the specified contact details, which will tell our plan administrators to expect it. They ask for a copy of the check, but if you’re not receiving the check directly (but instead having your previous plan administrators send it directly to them) then just indicate somewhere in your e-mail the amount that will be rolled over.
- Contact your previous 401(K) Administrator / Previous Employer and ask for a Distribution Form. On that form, you’ll need to indicate that the payment method is a Direct Rollover to an Eligible Plan and then you’ll need to indicate where to direct the funds. The details for where to direct the funds are in the above Rollover Form.
What is the maximum contribution I can make yearly?
Contribution Limits are defined by the IRS yearly, and for the year 2017 that limit is $18,000. Though our organization (and 401(K) plan) runs on an off-calendar fiscal year (July – June), contributions apply to the calendar year. For 2018 the IRS has increased this limit to $18,500. A special exception applies to those over 50 years old, who are able to make an additional $6,000 of yearly “catch-up” contributions for 2017, as well as 2018.
What Holidays does The Ed Fund observe?
- Winter break: December 24 – January 1st
- Martin Luther King Day
- Presidents Day
- Cesar Chavez Day
- Memorial Day
- Independence Day
- Labor Day
- Indigenous People’s Day
- Veterans Day
- Thanksgiving Day and the Friday after
I am a regular part time employees, do I get paid holidays?
Part time regular employees will be paid for their regular scheduled number of hours on holidays. If you are required to work on a paid scheduled holiday you will receive straight time. For example: If a holiday lands on a Friday and you typically work 3 hours on a Friday, pay type needs to say Holiday and 3 hours need to reflect on the timesheet.
I am a full time employee, do I need to enter holiday pay?
No, please do not enter holiday pay. Paylocity will automatically add it on your timesheet. If you don’t see Holiday pay listed please contact email@example.com.
Who do I contact for additional HR support?
Why am I Non-Exempt and not Exempt?
Exempt employees are defined by the Fair Labor Standards Act and State law as those whose duties meet the legal definition of primary executive, administrative, or professional, and who meer the federal-defined minimum salary. Executive Exempt Requirements:
- Run a recognized portion of the company.
- Ability to hire, terminate, change policy, set budgets, and make decisions.
- Supervise 2 or more full-time persons or the equivalent.
What recruiting support does The Ed Fund provide for Fiscally Sponsored Projects?
The Ed Fund provides recruiting support for our Fiscally Sponsored Projects in order to remain compliant as the employers of record of employees working within Fiscally Sponsored Projects. Please note that there are Specific Requirements for all jobs posted that will be hired by The Ed Fund, namely that we ourselves should be doing the postings.
Can I receive a copy of my criminal background check for another org?
We can give TB results but not background check/fingerprinting results because that’s org-specific—as in you took our background check specifically for The Ed Fund and can’t go to another organization.