This page (revision-33) was last changed on 26-Nov-2021 10:22 by JMyers

This page was created on 26-Nov-2021 10:22 by KateN

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Version Date Modified Size Author Changes ... Change note
33 26-Nov-2021 10:22 5 KB JMyers to previous
32 26-Nov-2021 10:22 6 KB JMyers to previous | to last
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30 26-Nov-2021 10:22 6 KB JMyers to previous | to last
29 26-Nov-2021 10:22 6 KB JEscott to previous | to last
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21 26-Nov-2021 10:22 5 KB JEscott to previous | to last

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At line 9 changed 6 lines
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.
At line 16 removed 2 lines
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.
At line 28 changed one line
;[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.
;[Takes Effect|PA_EFFECTIVE_DATE]:This field displays the date that the change is to take effect.
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;[PA Effective|PA_EFFECTIVE_DATE]:This field displays the date that the change is to take effect.
;[PA Description|DESCRIPTION]:This field will allow you to provide a description or reason for the PA.
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;[PA Expiry Date|PA_EXPIRY_DATE]:This field displays the date that the change is to expire.
;[Change Reason|CHANGE_CODE]:You may select/override the default change reason in this field.
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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.
;[Applied to Assignment|ASSIGNMENT_CODE]:This field indicates the assignment in which the PA will be processed against.
At line 36 changed one line
;[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.
;[PA Expiry Date|PA_EXPIRY_DATE]:This field displays the date that the change is to expire.
At line 38 removed one line
;[Cascade Change Reason|CASCADE_CHANGE_REASON]:If this and the Update Future Records toggle are ON, then the change reason for this PA will override all future dated effective record change reasons. If the toggle is OFF and the Update Future Records toggle is ON, future effective dated records will be updated but their change reason will remain the same. Cascade_Change_Reason is an optional toggle field.
At line 40 changed one line
;[Is Date Correction|EFFECTIVE_DATE_CORRECTION]: This toggle signifies if the PA is dedicated to a date effective correction and ONLY that. 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.
;[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.
At line 42 changed one line
;[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.
;[Logged From PA #|PA_NUMBER]:If the PA is a edited copy of a PA, this field indicates the original PA.
At line 44 removed 2 lines
;[Applied to Assignment|ASSIGNMENT_CODE]:This field indicates the Assignment in which the PA will be processed against.
At line 50 removed 2 lines
;[Logged From PA #|PA_NUMBER]:If the PA is a edited copy of a PA, this field indicates the original PA.
At line 41 added 6 lines
;[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.
;[Cascade Change Reason|CASCADE_CHANGE_REASON]:If this and the Update Future Records toggle are ON, then the change reason for this PA will override all future dated effective record change reasons. If the toggle is OFF and the Update Future Records toggle is ON, future effective dated records will be updated but their change reason will remain the same. Cascade_Change_Reason is an optional toggle field.
;[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.
At line 67 changed one line
;[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.
;[PA Type of Value|PA_TYPE_OF_VALUE]:This field displays the type, or source, of the values in the fields.
At line 69 changed one line
;[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|PA_CHANGE_STATUS]:This field displays the status of each column. Data should always be marked as ‘verified’.
At line 71 changed 9 lines
;[User Field |DRV_IS_USER_FIELD]:
;[Add a Request|ACT_ADD_CURRENT_PA_REQUEST]:
;[Cancel PA|ACT_CANCEL_PA]:
;[Submit PA|ACT_SUBMIT_PA]:
;[Process PA|ACT_PROCESS_PA]:
[CLEANUP]
\\ \\\
;[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.
\\
At line 83 changed one line
;[Status|REQUEST_STATUS]:This field displays the status of the request. The field is tied to the lexicon [X_REQUEST_STATUS].
;[Status|REQUEST_STATUS]:This field displays the status of the request.
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;[Comments|REQUEST_ACTIVITY_TEXT]: The text of the activity is displayed in this field.
;[Comments|REQUEST_ACTIVITY_TEXT]:The text of the activity is displayed in this field.
At line 90 changed 2 lines
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![Notes|Edit:Internal.ISPA]
[{InsertPage page='Internal.ISPA' default='Click to create a new notes page'}]