Before creating an offer card, please email the Talent Acquisition Team at [hrtalentacquisition@tcu.edu](mailto:hrtalentacquisition@tcu.edu) to request a background check for your new staff hire **OR** Mica Bibb at [m.k.bibb@tcu.edu](mailto:a.harris3@tcu.edu) for your new faculty hire.

Note: New background checks are ***not*** required for current employees unless they require an MVR (motor vehicle record) as required by the position description.

Log in to your [my.tcu.edu](http://my.tcu.edu) in your browser and open PageUp Recruiting.

Click "**Review applications**" under the *Applicant Progress Board.*

Use the dropdown arrow, if necessary, to switch to the respective job requisition.

Click on the **name** of the respective candidate to open the applicant card profile.

In the applicant's card, click the "***No offer***" hyperlink to open the blank offer card.

**OFFER DETAILS &gt; OFFER TYPE**

Click the dropdown arrow in the ***Offer Type*** field to select an option.

- **Hire**: applicant has never worked at TCU
- **Promotion**: applicant is an internal employee (currently working at TCU) who is moving to a ***higher*** pay grade level
- **Rehire**: applicant has previously worked at TCU
- **Transfer**: applicant is an internal employee (currently working at TCU) who is ***not*** moving to a new pay grade level (lateral move)

**\*\* If you are unsure what offer type to select, please choose *Hire*, and the Talent Acquisition team will update the offer type if needed.**

**OFFER DETAILS &gt; START DATE**

Click the calendar icon or enter the chosen start date.

***Note:*** The start date must follow one of the approved start dates even if it's a promotion or transfer. [Click here](https://hr.tcu.edu/current-employees/calendars/onboarding-schedule.php) to view a list of approved start dates.

Skip down to the **SALARY & BUDGET DETAILS &gt; PAY GROUP**

Click the drop-down arrow in the ***Pay Group*** field to select an option.

- **Biweekly Temporary**: Select if the employee is a *temporary* employee to be paid biweekly.
- **Biweekly**: Select if the employee is a *full-time* non-exempt employee to be paid biweekly.
- **Monthly Faculty/Staff**: Select if the employee is a *full-time* exempt employee to be paid monthly.
- **Monthly Temporary**: Select if the employee is a *temporary* employee to be paid monthly.

**SALARY & BUDGET DETAILS &gt; ANNUAL SALARY**

In the *Annual Salary* field, enter the annual salary (e.g., 68,000) for exempt and nonexempt employees.

***Note:* \*** If the employee is **temporary**, enter the hourly rate in this field (e.g., 20).

**SALARY & BUDGET DETAILS &gt; PAY RATE**

If the employee is paid ***monthly/exempt***, enter the ***monthly*** *pay rate.*

- Annual Salary / 12 = Monthly Pay Rate

If the employee is paid ***biweekly/nonexempt***, enter the **hourly** pay rate.

- `Annual Salary / (2,080 * FTE) = Hourly Pay Rate`

If this is a ***temporary*** employee, enter the **hourly** rate.

**SALARY & BUDGET DETAILS &gt; EARNING DISTRIBUTION 1**

For the ***Earning Distribution 1 (%)*** field, enter **100** if the salary for this position is coming from only one department budget.

***Note:*** If multiple department budgets are paying for a salary, enter the percentage that each budget will cover. For example, 50% for Earning Distribution 1 and 50% for Earning Distribution 2.

**SALARY & BUDGET DETAILS &gt; EARNING DISTRIBUTION 1 ACCOUNTING STRING**

Enter the **earning distribution accounting string** in the following order: department code (5 digits), fund code (5 digits), account number (4 digits), and project number (5 digits).

If you do not have a project (grant) number, enter 00000 for the last five digits.

***Note:*** You can find these codes in the requisition itself under the "Budget Information" section if you want to double check.

***Note:*** Do ***not*** include spaces or hyphens when entering the string of numbers.

**STIPENDS & ADDITIONAL PAY DETAILS**

If you will be giving your new hire any type of one-time stipend, 1) enter a description of the payment in the *Stipend Details* field; 2) select the earning code; 3)select the stipend begin and end date; 4) enter the goal amount; and 5) enter the accounting string from which the stipend will be paid.

**STIPENDS & ADDITIONAL PAY DETAILS**

Next, select ***Yes*** or ***No*** to the three following questions:

- Is this position eligible for vacation accrual?
- Is this position eligible for sick accrual?
- Is this position eligible for holiday pay?

***Note:*** Temporary employees are ***not*** eligible for vacation, sick, or holiday pay.

**ONBOARDING DETAILS &gt; NEW STARTER FORM**

Click the drop-down arrow in the ***New Starter Form*** field to select an option from the list below.

- **TCU - Promotion**: Select if the employee is receiving a promotion.
- **TCU-Staff-External-MVR**: Select if your new hire is ***external*** (has not worked at TCU) and ***will*** be driving a TCU vehicle/requires a valid DL.
- **TCU-Staff-External-No MVR**: Select if your new hire is ***external*** (has not worked at TCU) and ***will not*** be driving a TCU vehicle/does not require a valid DL.
- **TCU - Transfer**: Select if the employee is transferring to a lateral position.

Select
Promotion
Promotion
SOM - Faculty
SOM - Staff
TCU - Faculty - External
TCU - Staff - External - MVR
TCU - Staff - External - No MVR
Transfer

**ONBOARDING DETAILS &gt; ONBOARDING WORKFLOW**

Click the drop-down arrow in the ***Onboarding Workflow*** field to select an option from the list below.

- **No Onboarding**: This applies to temporary employees, promotions, and transfers.
- **TCU - Staff**: This applies to full-time new hires or rehires or current temporary employees converting to a full-time, benefits-eligible position.

**ONBOARDING DETAILS &gt; REPORTS TO ; ONBOARDING DELEGATE ; OFFER SIGNED BY...**

Type or search (using the magnifying glass icon) the name of the:

- reports to manager
- onboarding delegate
- person in the signature block of the offer letter, usually the head of the division (e.g., Floyd Wormley, Donald Whelan, Kathryn Cavins Tull).

**APPROVAL PROCESS**

Finally, click the drop-down arrow in the ***Approval Process*** field to select an approval process. (If you are unsure of your approval process, please contact the Talent Acquisition Team [hrtalentacquisition@tcu.edu](mailto:hrtalentacquisition@tcu.edu)).

***Commonly used approval process options:***

1. **Staff-Academic:** For all full-time or part-time roles in academic departments falling under Academic Affairs division.
2. **Staff-Facilities:** For all full-time or part-time roles in facilities.
3. **Staff-Grant Funded:** For all full-time or part-time roles funded by a grant.
4. **Staff-Non-Academic:** For all full-time or part-time roles in non-academic departments (HR, marketing and communication, advancement etc.).
5. **Staff-Student Affairs:** For all full-time or part-time roles in departments falling under Student Affairs divison (e.g., police).
6. **Staff-Temporary:** For all temporary staff roles that do not require grant funding.

None
Brite - Faculty
Brite - Staff
Fac - AddRan College of Liberal Arts
Fac - Bob Schieffer College of Communication
Fac - Burnett School of Medicine
Fac - College of Education
Fac - College of Fine Arts
Fac - College of Science and Engineering
Fac - Harris College of Nursing & Health Sciences
Fac - John V. Roach Honors College
Fac - Neeley School of Business
Staff - Academic
Staff - Athletics
Staff - Burnett School of Medicine
Staff - Facilities
Staff - Grant Funded
Staff - Non Academic
Staff - Student Affairs
Staff - Temporary
Talent Acquisition Approval

Please confirm the approval process you chose.

If you select the wrong approval process, the offer card will likely be declined and will need to restart approvals from the beginning.

Pageuppeople

This guide provides step-by-step instructions on how to create an offer card. By following these instructions, users can easily navigate through the process and successfully create an offer card to submit for approval.

How to Create an Offer Card