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[{TableOfContents }]
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Working with an employee, you will record a personnel action for them. To record a personnel action, complete the following steps:
# Choose the PA Type that you wish to use.
# Select/override the default change reason.
# Set the PA Status.
# Choose an assignment (if required by the PA Type) and an effective date for your change(s).
# Save your PA.
Make the appropriate field changes in the PA new values column. The PA type of value indicates whether the PA new value column has been entered by the user or has been defaulted in by the system and from which source it is derived.
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The PA fields will then appear in the lower portion of the screen. Make the appropriate field changes in the PA new values column. The PA type of value indicates whether the PA new value column has been entered by the user or has been defaulted in by the system and from which source it is derived.
After all updates have been made, you must approve the PA status before running [USPPA].
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After all updates have been made, you must approve the PA status before running USPPA.
Record Personnel Actions data is maintained on the [P2K_SA_PERSONNEL_ACTIONS], [P2K_SA_PERSONNEL_CHANGES], [P2K_AM_REQUESTS] and [P2K_AM_REQUEST_ACTIVITIES] tables.
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!!‘Record Personnel Actions’ Usage and Examples
Record Personnel Actions data is maintained on the [P2K_SA_PERSONNEL_ACTIONS] and [P2K_SA_PERSONNEL_CHANGES] tables.
;[PA Number|PA_NUMBER]:This field will require code sequencing to be set up for the column name (PA_NUMBER) in [IMCS].
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;[PA Number|PA_NUMBER]:This field will require code sequencing to be set up for the column name (PA_NUMBER) in [IMCS]. PA_Number is a mandatory 10-character numeric field that you must manually enter.
;[Status|PA_STATUS]:This field indicates the current stage of the PA within the process.
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;[Status|PA_STATUS]:This field indicates the current stage of the PA within the process. PA_Status is a mandatory fixed lexicon ([X_PA_STATUS]) field that you must fill with a selection from the list of values provided.
;[PA Type|PA_TYPE_CODE]:This field indicates the Personnel Action type selected.
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;[PA Type|PA_TYPE_CODE]:This field indicates the Personnel Action type selected. PA_Type_Code from [P2K_SA_PA_TYPES] is a mandatory field that you must fill with a selection from a list of values.
;[Takes Effect|PA_EFFECTIVE_DATE]:This field displays the date that the change is to take effect.
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;[Change Reason|CHANGE_CODE]:You may select/override the default change reason in this field. Change_Reason is a 16-character alphanumeric optional field users may fill by using the LOV(F9) provided.
;[PA Description|DESCRIPTION]:This field will allow you to provide a description or reason for the PA.
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;[Review Number|REVIEW_NUMBER]:If this PA is being created as the result of a review, then the review number may be tracked through and entry in this field. Review_Number is an optional user-defined lexicon ([X_REVIEW_#]) field that you may fill with a selection from the values provided.
;[Change Reason|CHANGE_CODE]:You may select/override the default change reason in this field.
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;[Processed By]
This non-updateable field will indicate when [USPPA] has processed the PA.
;[Applied to Assignment|ASSIGNMENT_CODE]:This field indicates the assignment in which the PA will be processed against.
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;[Originated By]
This non-updateable field will indicate if the PA originated automatically from [USAS], [USEP], or [USSC].
;[PA Expiry Date|PA_EXPIRY_DATE]:This field displays the date that the change is to expire.
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;[PA Effective|PA_EFFECTIVE_DATE]:This field displays the date that the change is to take effect. PA_Effective is a mandatory date field.
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;[Update Future Records|UPDATE_FUTURE_RECORDS]:If this toggle is ON, then any effective date record after the date of the PA will also be updated. If the toggle is OFF, only an effective date record that is in effect when the PA is processed will be updated. Update_Future_Records is an optional toggle field.
;[Review Number|REVIEW_NUMBER]:If this PA is being created as the result of a review, then the review number may be tracked through and entry in this field.
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;[Logged From PA #|PA_NUMBER]:If the PA is a edited copy of a PA, this field indicates the original PA.
;[Processed By|DRV_PROCESSED_BY]:This non-updateable field will indicate whom has processed the PA. If the PA was processed in Self Service the user's person code will display. If the PA is processed in the Professional application, the user's user name will display.
;[Originated By|DRV_ORIGINATED_BY]:If the PA was created from [USAS], [USEP], or [USSC] the function name and execution id will display here. If the PA was manually created either the person code or user name will display here, depending on if the PA was created in Self Service or the Professional application.
;[PA Created By|CREATE_USER]:This field will display the original creator of the Personnel Action.
;[Update Future Records|UPDATE_FUTURE_RECORDS]:If this toggle is ON, then any effective date record after the date of the PA will also be updated. If the toggle is OFF, only an effective date record that is in effect when the PA is processed will be updated.
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;[Description|DESCRIPTION]:This field will allow you to provide a description or reason for the PA. Description is optional 50-character alpha-numeric field that you may manually enter.
;[Is Date Correction|EFFECTIVE_DATE_CORRECTION]: This toggle signifies if the PA is dedicated solely to a date effective correction. No other data changes are permitted in an effective date change personnel action. The ONLY column that will be affected is the effective date column.
\\ \\\
----
!!PA Changes tab
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;[Logged From PA #]:If the PA is a edited copy of a PA, this field indicates the original PA.
;[Seq #|COLUMN_SEQUENCE]:This field displays the unique record identifier used when multiple records from the same table are being changed on a single PA.
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;[Logged By]:If the PA is an edited copy of a PA, this field indicates who made the change to the original PA.
;[Table|TABLE_ALIAS]:This field provides the alias of the table that holds the data being changed.
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;[Seq #]:This field displays the unique record identifier used when multiple records from the same table are being changed on a single PA.
;[Column|DRV_FIELD_PROMPT]:This field identifies the fields that are relevant to the PA type being processed.
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;[Table]:This field provides the alias of the table that holds the data being changed.
;[Old Value|DRV_OLD_VALUE]:This shows the original value of the field from the employee’s master files.
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;[Column|COLUMN_NAME]:This field identifies the fields that are relevant to the PA type being processed. Column_Name is an optional field that you may fill manually.
;[New Value|DRV_NEW_VALUE]:The PA New Value will be the same as the PA Old Value unless you change it in this field.
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;[Old Value|PA_OLD_VALUE]:This shows the original value of the field from the employee’s master files. PA_Old_Value is an optional alphanumeric field that you may manually enter.
;[PA Type of Value|PA_TYPE_OF_VALUE]:This field displays the type, or source, of the values in the fields.
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;[New Value|PA_NEW_VALUE]:The PA New Value will be the same as the PA Old Value unless you change it in this field. PA_New_Value is an optional alphanumeric field you may manually enter.
;[Status|PA_CHANGE_STATUS]:This field displays the status of each column. Data should always be marked as ‘verified’.
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;[PA Type of Value|PA_TYPE_OF_VALUE]:This field displays the type, or source, of the values in the fields. PA_Type_of_Value is mandatory fixed lexicon ([X_PA_TYPE_OF_VALUE]) that you may use to select a value.
;[User Field |DRV_IS_USER_FIELD]:This toggle indicates if the column is a user defined field that has been added to the table via [IMUF].
\\
;[Add a Request|ACT_ADD_CURRENT_PA_REQUEST]:By pressing this button you will be able to add a request/comment to the PA.
;[Cancel PA|ACT_CANCEL_PA]:The PA may be canceled by pressing this button, once pressed the status will change to 'Cancelled'.
;[Submit PA|ACT_SUBMIT_PA]: The PA may be submitted for review by pressing this button. When pressed a dialog will appear asking the user to verify the changes by pressing OK or Cancel. The status of the PA will then change to 'Submitted'.
;[Process PA|ACT_PROCESS_PA]:You may process the Personnel Action by pressing this button. Once processed, the employee's records will be updated with the changed detail of the PA.
\\
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!!Requests tab
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;[Status|PA_CHANGE_STATUS]:This field displays the status of each column. Data should always be marked as ‘verified’. PA_Change_Status is an optional lexicon field that you may fill with a selection from the values provided.
;[Status|REQUEST_STATUS]:This field displays the status of the request.
;[Sent On|DATE_SENT]:The date the comment / request was created is displayed in this field.
;[Synopsis|REQUEST_SYNOPSYS]:The synopsis of the comment / request is displayed here.
;[Text|REQUEST_TEXT]:The actual text of the comment / request is displayed in this field
;[Add Comment|ACT_ADD_ACTIVITY]:This field provides the ability to add comments/activities against the request
;[Comments|REQUEST_ACTIVITY_TEXT]:The text of the activity is displayed in this field.
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![Notes|Edit:Internal.ISPA]
[{InsertPage page='Internal.ISPA' default='Click to create a new notes page'}]