Sr HR Generalist

Sr HR Generalist

Sr HR Generalist (Sr Leave Case Manager) Location: Onsite / Hybrid / Offsite Offsite Working Hours / Schedule 8:00-5:00 CST with some flexibility Reason for opening the role Backfilling current contractor who will be leaving at the end of the year Possibility of Extension or Conversion? There is currently no expectation of an extension or conversation Is overtime expected? No How does your team/department support Edward Jones? The team currently consists of five Leave Case Managers who collectively manage approximately 1,500 active leave cases at any given time. The hiring manager described the team as: Highly collaborative Supportive of one another Positive and service-oriented Focused on helping associates during challenging situations The contractor will not be expected to operate independently without support. Team members regularly collaborate and assist one another with complex situations.

Describe a "day in the life" for someone in this role This individual will assume responsibility for managing a leave of absence caseload. The population supported will primarily be U.S.-based associates, although there may be occasional Canadian cases. The individual will manage leave requests through the full case lifecycle, including: Reviewing assigned cases within the case management system Determining leave eligibility based on established workflows Managing communication with associates throughout the leave process Collecting and reviewing required documentation Coordinating leave approvals and return-to-work activities Resolving complex leave-related issues Partnering with associates and vendors to ensure successful case resolution Common leave types include: Parental leave Military leave Caregiver leave Disability and medical leaves

Responsibilities The team utilizes a case management system integrated with PeopleSoft. Contractors will access assigned cases directly within the system and work cases through established workflows. Responsibilities include: Managing an assigned caseload Determining eligibility based on defined processes Communicating with associates regarding leave requests Tracking and collecting required documentation Monitoring leave status and return-to-work timelines Escalating and resolving complex issues Partnering with third-party leave administrators Examples of complex case management scenarios include: Associates on leave who miss a paycheck Determining whether an issue originated internally or with a third-party vendor Addressing escalations raised by employees or HR partners Navigating unique state-specific leave requirements In addition to leave case management, the contractor will be responsible for maintaining several recurring reports. Reporting activities include: Daily Reports Employees requesting leave who may qualify for disability benefits Leave activity reporting for various leave programs Biweekly Reports Disability reporting received from MetLife Monthly/Recurring Reports RIM reporting Extracting information from internal systems Updating documentation repositories The reporting component is a relatively small portion of the role and follows well-documented processes. The hiring manager estimates these activities require approximately one hour per week.

Qualifications Required Experience 5+ years of Leave of Absence administration Direct Leave of Absence case management experience with responsibility for managing cases through the full lifecycle. Previous experience working within a leave management system. Experience managing complex employee leave and disability cases. In-depth knowledge of Leave of Absence and Disability programs, including: Family and Medical Leave Act (FMLA) Americans with Disabilities Act (ADA) Americans with Disabilities Act Amendments Act (ADAAA) State-specific leave laws and regulations Disability leave programs and administration Experience communicating directly with employees regarding sensitive leave matters. Strong ability to prioritize work in a high-volume environment and adjust priorities based on business needs. Excellent written and verbal communication skills. Strong relationship-building skills with internal stakeholders and business partners. Strong understanding of core Human Resources practices. Strong Microsoft Excel skills, including the ability to filter, sort, analyze, and organize large amounts of data. Preferred Qualifications Bachelor's degree in Human Resources, Business Administration, or a related field, or equivalent HR experience. Professional HR certification such as: PHR (Professional in Human Resources) SPHR (Senior Professional in Human Resources) SHRM-CP (Certified Professional) SHRM-SCP (Senior Certified Professional) Experience working with third-party leave and disability administrators such as: MetLife The Hartford Other leave and disability administration organizations Experience working with PeopleSoft, Oracle, ServiceNow, or similar HR technology platforms. Experience supporting both U.S. and Canadian employee populations. What tools will someone in this role use, and what proficiency (if any) should they have coming in? All systems utilized by the team are web-based. The team utilizes a leave management system that integrates with PeopleSoft. This individual will use ServiceNow; however, ServiceNow is not the primary system used for leave administration activities. Required Prior experience working with a leave management system. Strong proficiency with Microsoft Excel. Ability to generate, maintain, reconcile, and analyze recurring reports. Ability to navigate multiple systems while managing a high-volume caseload. Preferred Experience with PeopleSoft. Experience with Oracle. Experience with ServiceNow. Experience working within integrated HRIS and case management environments.

Additional Information The hiring manager emphasized that independent case management is not expected on day one. There will be a comprehensive onboarding and training program which will include The onboarding program includes: Training on Edward Jones culture and team expectations Introduction to leave management processes and responsibilities Shadowing and rotation among existing team members Dedicated team support and assigned resources for questions Structured transition of work over approximately six weeks The expectation is that within six weeks, the contractor will begin assuming a caseload comparable to other team members.

PREFERRED CANDIDATE PROFILES Is there a preference for specific industry experience? No Describe the ideal candidate The successful candidate will bring deep Leave of Absence expertise and be capable of assuming a caseload similar to that of experienced team members following onboarding and training. Key characteristics include: Extensive Leave of Absence and disability administration knowledge. Experience navigating complex employee situations and leave-related issues. Strong customer service orientation with a focus on employee support. Demonstrated empathy and ability to build trust with employees experiencing significant life events. Ability to balance compassion with policy and compliance requirements. Strong critical thinking and problem-solving skills. Excellent organizational and prioritization skills. Comfortable managing a large caseload in a fast-paced environment. Able to determine when issues can be handled via email and when a direct conversation is necessary. Collaborative team player who enjoys supporting colleagues and contributing to a positive team culture. Ideal Backgrounds The hiring manager expressed particular interest in candidates with experience from: Corporate Leave of Absence teams Disability and Leave Administration organizations MetLife The Hartford Other third-party leave administration providers Organizations where employees manage leave eligibility, disability processes, and employee-facing case management What experience would not be a fit for this role? Success in this position requires more than general HR knowledge. Candidates with general HR experience but limited direct Leave of Absence administration experience are unlikely to be successful in this role due to the specialized nature of the work and the relatively short onboarding runway. The ideal candidate will have already mastered core leave administration concepts and be able to quickly assume responsibility for a caseload following training.

Benefits (employee contribution): Health insurance Health savings account Dental insurance Vision insurance Flexible spending accounts Life insurance Retirement plan All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Rate of pay within the stated range will depend on the qualification of the applicant.