What are the responsibilities and job description for the Human Resources Generalist position at SAFE Credit Union?
Description
Salary Range: $90,000.00 - $105,000.00
Exact Compensation May Vary Based On Skill And Experience.
Hybrid opportunity requiring a local candidate to the greater Sacramento region.
Why SAFE?
SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!
Under the direction of the Senior Human Resources Manager and in close partnership with Human Resources Business Partners (HRBPs), the Human Resources Generalist provides operational and programmatic HR support across a broad range of employee-related activities. This role serves as a key resource for employees and leaders, delivering timely guidance on policies, procedures, and employment practices while ensuring accurate documentation and regulatory compliance.
The HR Generalist supports a designated business unit as an embedded HR resource, reinforcing organizational initiatives, strengthening employee experience, and promoting SAFE’s culture. The role emphasizes execution, intake management, employee relations support, investigations assistance, leaves and accommodations coordination, and HR reporting, while escalating complex or strategic matters to HR leadership or HRBPs as appropriate.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
EDUCATION AND/OR EXPERIENCE
Bachelor's degree preferred; or 4-5 years related experience and/or training; or equivalent combination of education and experience.
Required Knowledge:
Prior experience in Employee Relations, Investigations and Leave of Absence preferred. Certifications in Human Resources fields desired.
Experience Required:
Must be analytical, versatile, multi-functional, and have the ability to work on a wide range of projects, varying in size and complexity. This role provides privileged access to confidential and highly sensitive information, requiring a candidate who acts with the utmost integrity and ability to maintain a high level of confidentiality.
Skills/Abilities:
WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Salary Range: $90,000.00 - $105,000.00
Exact Compensation May Vary Based On Skill And Experience.
Hybrid opportunity requiring a local candidate to the greater Sacramento region.
Why SAFE?
SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!
- Professional Development Opportunities: Offering training programs, workshops, and mentorship.
- Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
- Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
- Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
- Career Growth: Clear paths for career advancement and internal promotions.
- Work-Life Balance: Encouraging a healthy balance between professional and personal life.
- Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
- Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
- Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
- Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
- Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.
Under the direction of the Senior Human Resources Manager and in close partnership with Human Resources Business Partners (HRBPs), the Human Resources Generalist provides operational and programmatic HR support across a broad range of employee-related activities. This role serves as a key resource for employees and leaders, delivering timely guidance on policies, procedures, and employment practices while ensuring accurate documentation and regulatory compliance.
The HR Generalist supports a designated business unit as an embedded HR resource, reinforcing organizational initiatives, strengthening employee experience, and promoting SAFE’s culture. The role emphasizes execution, intake management, employee relations support, investigations assistance, leaves and accommodations coordination, and HR reporting, while escalating complex or strategic matters to HR leadership or HRBPs as appropriate.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Serve as the primary point of contact for general HR inquiries from employees and leaders, monitoring and responding to the HR intake email inbox; ensure timely, accurate responses and escalate complex or sensitive matters to HR leadership or HRBPs.
- Provide day-to-day guidance to leaders and employees on organizational policies, procedures, corrective action processes, and performance management expectations.
- Support HRBPs and HR leadership in employee relations matters by assisting with investigations, including conducting interviews, gathering documentation, and preparing investigation summaries and final materials.
- Partner with HR leadership and HRBPs to support employment actions such as Performance Improvement Plans, corrective action, and terminations, ensuring processes are executed consistently and in alignment with policy and employment regulations.
- Coordinate and administer the termination process (voluntary and involuntary), working closely with Payroll, HR leadership, and business leaders to ensure complete documentation, system updates, and policy compliance.
- Partner closely with Payroll to support compliant and timely submission of payroll by business leaders; coordinate with leaders and HR partners to ensure accurate documentation, timely system updates, and appropriate communication when changes may affect payroll processing.
- Administer exit processes, including issuing exit interview surveys and/or conducting exit interviews; maintain accurate exit interview records, logs, and summary insights.
- Assist leaders in drafting corrective action documentation and ensure accurate, up-to-date recordkeeping in HR systems and personnel files.
- Act as an extension of the Leaves of Absence and Accommodations team by conducting initial intake meetings, responding to employee and leader inquiries, and issuing required notices regarding employee rights and responsibilities.
- Maintain and update HR templates, forms, procedures, and tracking logs; support audits and reviews to ensure compliance with federal, state, and local employment laws.
- Track, analyze, and report on HR operational metrics such as turnover, exit data, and employee relations trends; prepare reports to inform HR leadership and support process improvement efforts.
- Support execution of HR programs and initiatives by collaborating with HR colleagues, business leaders, and other departments across SAFE.
- Serve as HR support for non-complex business units and provide backup support for HRBPs as needed.
- Maintain current knowledge of HR best practices, employment law updates, and regulatory requirements.
- Perform other duties as assigned.
EDUCATION AND/OR EXPERIENCE
Bachelor's degree preferred; or 4-5 years related experience and/or training; or equivalent combination of education and experience.
Required Knowledge:
Prior experience in Employee Relations, Investigations and Leave of Absence preferred. Certifications in Human Resources fields desired.
Experience Required:
Must be analytical, versatile, multi-functional, and have the ability to work on a wide range of projects, varying in size and complexity. This role provides privileged access to confidential and highly sensitive information, requiring a candidate who acts with the utmost integrity and ability to maintain a high level of confidentiality.
Skills/Abilities:
- Excellent verbal and written communication skills
- Excellent interpersonal and conflict resolution skills
- Excellent time management skills with a proven ability to meet deadlines.
- Strong proficiency with Microsoft Office including high level skills in Excel
- Ability to quickly learn and apply new processes and technologies
- Ability to work independently and prioritize tasks.
- Ability to present a positive, professional appearance and convey a professional demeanor in the performance of assigned duties
- UltiPro experience highly preferred
WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY
- Ability to read, analyze, and interpret general business communications, professional publications, or governmental regulations
- Ability to write reports, business correspondence, and procedure manuals.
- Ability to effectively present information and respond to questions from groups of managers, clients, members, and the general public.
- Ability to communicate difficult/sensitive information tactfully.
- Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
- The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
- The employee may occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required by this job include close vision.
- The noise level in the work environment is usually moderate.
This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Salary : $90,000 - $105,000