Carrier Workday Offer Letters Issues and Follow-Up

Beginning 9/3/2021, ALL OFFERS MUST HAVE THIS LANGUAGE INSERTED as last bullet point in “TAKE ACTION” section of offer letter: 

1. Check location in requisition vs where the candidate will work  

   1. If offer acceptance and the candidate will work from a state different than the state where the requisition was posted, please send an email to peopleservices.US@carrier.com, using the below template: “Kindly note that candidate (Name – Last Name), selected for requisition (Req Number), will be hired from (State of the Candidate) instead of from (State where requisition as originally posted).” 

2. Start Date  

   1. Internal Hires – Can only start on the 1^st and 16^th  

   2. External Hires  

      1. Verify the start date is not a Carrier holiday 

      2.  If requested earlier, HR must get approval from Carlos Morgan, Carrier TA. 

1. Select correct Hire Reason

   1. External 

   2. Internal 

   3. Contract to Hire 

2. Does not pull the Job Title to the Offer Letter - pull the Job Profile 

   1. Must edit the offer letter for correct Job Title 

3. Climate Controls and Security is still all through the letter.  Find every instance and replace it with Carrier.  There are about 4 instances.  

4. Hiring a manager is often incorrect.  

   1. Remove the line “You will report to…    OR 

   2. Change to the appropriate manager 

5. If there is a Sign-on bonus - Offer letter populates with “will be paid within 60 days” 

   1. Needs to be changed to 30 days 

6. If Annual bonus, when selecting Annual Bonus for the bonus program, the Offer Letter populates with the Aerospace Variable Plan 

   1. You will be eligible to participate in Carrier’s Annual Bonus Plan, which provides the opportunity for an annual bonus of up to xx% of your annual salary. Eligibility for, participation in, and the amount of any bonus is subject to both Company and individual performance and the terms and conditions of Carrier’s Annual Bonus Plan. 

   2. If asked to pro-rate the Bonus Plan add this verbiage after the final sentence: Participation in the plan will be pro-rated based on your hire date. 

7. If other Incentive plans (SIP, etc), please get correct language from HRBP for the offer letter. 

8. If Relocation is offered: 

   1. Please verify the correct policy is being offered.  There is NO EXCEPTION.  Please escalate to your ROM if the HRBP or HM is asking for something outside of these guidelines: 

Please insert the appropriate language for relocation: 

• For candidates that qualify for a relocation package, the language should be the following: 

  • You will also be eligible for the (Insert appropriate package)  relocation package to assist with your relocation to (city, state) area. Details of the relocation program have been sent under a separate cover. Following acceptance of our offer, please call Carrier’s HR Solution Center at 833-819-1257 (Option 2) between 8 am and 6 pm ET, Monday - Friday, to initiate your move request. When you call, provide the HR advisor with the following job requisition number: xxxxxxxx 

• For candidates who qualify just for the lump sum/stipend, the language should be the following: 

  • Early Careers (NOT interns or coops) and P1 

    • You may also be eligible for the Carrier Relocation Policy which provides a Lump Sum Allowance based on the distance between your permanent residence and the new work location if it is 50 miles or greater.  Following acceptance of our offer, please call Carrier’s HR Solution Center at 833-819-1257 (Option 2) between 8 am and 6 pm ET, Monday - Friday, to initiate your request. When you call, provide the HR advisor with the following job requisition number: XXXXXXXXX 

  •  Interns/Coop (Please note the amount is ALWAYS $2,000, as of 5/16/21) 

    • You will also be eligible for a relocation assistance lump sum in the amount of $2,000 (less applicable taxes) to assist with your relocation to [CITY,STATE] area. Following acceptance of our offer, please call Carrier’s HR Solution Center at 833-819-1257 (Option 2) between 8 am and 6 pm ET, Monday - Friday, to initiate your request. When you call, provide the HR advisor with the following job requisition number: XXXXXXX 

• If M/P7 and language requested 

  • You will be eligible to participate in Carrier’s Long Term Incentive Plan (LTIP), beginning in 2022 if your hire date is on or prior to April 1, 2022. This plan is designed to provide the opportunity for financial awards to key employees whose efforts and achievements contribute to the long term success of the company.   LTI awards are typically granted annually in February of each year.  Awards may be delivered as Stock Appreciation Rights (SARs), Restricted Stock Units (RSUs), or Performance Share Units (PSUs) and typically vest three years from the grant date.  Award timing and design is subject to approval by the Compensation Committee of the Carrier Board of Directors. 

• If offer is in New York, please insert before TAKE ACTION: 

  • In compliance with Section 195.1, the Wage Theft Prevention Act of the New York State Labor Law, this serves to inform you that you will receive your first Payroll Check/Direct Deposit on DD/MM/YYYY, given a start date of DD/MM/YYYY. Thereafter you will receive your Payroll Check/Direct Deposit on a semimonthly basis on the last workday closest to the 15th and the last workday day of each month. You can review your semi-monthly payroll statement through myCarrier on the payment date. Signing this offer letter constitutes acknowledgment per Section 195.1 and the New York State Wage Theft Prevention Act. 

At Offer Letter Issuance 

• Send the following to the candidate as soon as the offer letter is extended via Workday: 

• Email template to send to the candidate: CN email template upon sending Workday offer letter.docx 

• The template includes instructions for entering SSN and DOB. Very important to send to CN. 

• Appropriate Benefits Summary 

• Most common; almost all BU’s will fall into this bucket and should use this version.  

• Carrier Summary of Benefits 2021- CRC Final 

• Lenel, Supra, Onity, MasterMind and GE Security in FSP(Fire & Security) and Riello in CHVAC should receive the NON-CRC version. Job titles & location codes in WD typically highlight if it is one of these groups  

• Carrier Summary of Benefits 2021 - Non-CRC Final 

• Appropriate Relo Summary (if applicable) 

• Carrier Summary Core Relocation Policy 

• Carrier Summary Core Plus Relocation Policy 

• Carrier Summary Executive Relocation Policy 

After Offer Letter Issued 

• Check Workday for signed Offer Letter 

  • Click on Candidate’s name within the Req - Offer - Attachments - Signed Offer Letter will be on the far right 

  • Download Offer Letter 

    • Save as “Signed Workday Offer Letter First Name Last Name” 

Check to ensure Candidate has entered SSN and DOB – IF NOT, do not proceed until CN has completed 

• Click on Candidates name with the Req - need to see in the workflow: 

  • Update National ID (this is SSN) 

  • Update EEO/Personal Information (this is DOB)  

• Send Signed Offer Letter to the following distribution: 

  • HRBP  

  • Hiring Manager 

  • ROM

• Move candidate forward to Background Check 

  • Select Professional Check -do not miss this step!  This step creates the ticket for GPS to initiate the Background Check 

• If HM is outside of the US, the background check will not be launched.  Please send an email to HRconnect@Carrier.com, requesting the background check be launched, and provide WD#, candidate name, and hire date.   

• Move candidate to Ready to Hire 

  • Do not need to wait for the background check to be complete.  

  •  Immediately indicate “Pending” for Review status 

  • Move status to Ready to Hire. 

• Workday 

  • Disposition all active candidates 

  • Unpost the job 

• Avature 

  • Disposition all active candidates 

  • CN step must be Offer Accepted or Background Check Initiated until date of Hire. 

  • At Date of Hire, move candidate to Hired in Avature, and move req to Closed (filled). 

• If the Workday Req has more openings than fills, the req will not show as “Filled” 

  • Please email peopleservices.us@carrier.com and request the remaining openings be removed 

• If Candidate declines after acceptance 

  • You must have the candidate moved back from Completion to Background Check 

  • Please send the appropriate template included in Offer Declines After Accepting and Carrier Rescinds.docx 

    • MUST BE FROM YOUR CARRIER EMAIL – Does not create a ticket if from your Wilson email 

• Once notified, please disposition the candidate in Workday.  

  • If the position will be re-filled, the position will become available once the CN is dispositioned. 

  • If the position should be closed, please action appropriately.