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MAINTAIN ASSIGNMENTS#

The Maintain Assignments (IEAS) screen defines the working arrangements for an employee to perform a specific job in a particular place in the organization.

There must be a primary assignment corresponding to every employment relationship that an employee has with no gap between dates. The initial primary assignment is automatically created by either the Establish Personnel Profiles (IEHR) or Quick Hire (IEQH) form. When an employee has more than one employment relationship, (for example, they are a former employee, a current retiree or a current contractor) there will be a primary assignment record for each of these three relationships.

Optionally, there may be additional assignment records of different types used for other purposes. Working arrangements may vary by assignment type, but there will always be a primary position or job assignment.

If the employee terminates, all assignments are ended with the termination date. If the employee is rehired, the new primary assignment is created with a new effective date. The primary assignment cannot be deleted.

An employee may fill more than one position at a time. This can be done by either filling one or more part-time positions in addition to a full-time assignment or by filling a number of part-time positions.

For example, a full-time systems developer in the computer department of a college teaches a evening programming class twice a week or a part-time clerk works in the human resources department two mornings a week and in the payroll department three days every other week.

An employee may hold multiple positions in the organization, therefore the employee can have multiple assignments. There will always be one primary assignment.

Multiple assignments may be used for job sharing scenarios or authorizing an employee to perform multiple functions in the organization.

Policy changes such as going from full time to part time are carried out in the Maintain Assignment (IEAS) form. Assignment details are date sensitive, which means that changes to assignment information may be tracked over time and a complete history of the employee's assignment history may be kept.

Assignment data is stored in the P2K_HR_ASSIGNMENTS and P2K_HR_ASSIGNMENT_DETAILS tables.

Prime

If this toggle is ON, this assignment will be regarded as the primary assignment for attendance and benefits purposes, regardless of the type indicated. If this toggle is OFF, this is an additional assignment. Prime_Assignment is an optional toggle field.

Assignment Code

The assignment code is an identification field for each assignment record. Each employment record has a specific assignment type but it may be necessary to be more specific. Assignment_Code is a 16 character mandatory alphanumeric field that you must manually enter.

Description

This is a user-definable description of the assignment. Description is a 50-character alphanumeric optional field.

Type

The assignment type describes the purpose of the assignment record. Each employment record has a corresponding assignment, with an assignment type of 'primary'. Optionally, there may be additional assignments of different types. Primary will default. Assignment_Type is a mandatory fixed lexicon (X_ASSIGN_TYPE) you may use to look up the value.

Status

This field is used for the ‘contract’ facility. Will default to ‘Ongoing’. Assignment_Status is an optional fixed lexicon (X_ASSIGN_STATUS) that you may use to look up the value.

Start Date

This field will display the start date of the assignment. This field is used for controlling generation of time in payroll, time scheduling and the forecasting & costing modules. You may manually enter this date or use the calendar (F9). This field is defaulted to the hire date of the employee. Assignment_Start_Date is a mandatory date field.

End Date

This field will display the end date of the assignment. This field is used for controlling generation of time in payroll, time scheduling and the forecasting & costing modules. You may manually enter this date or use the calendar (f9). This field is set to the termination date of the employee. Assignment_End_Date is an optional date field.

Wage Progress Date

If the assignment’s wage is to increase on a specific date, that date is indicated in this field. Wade_Progression_Date is an optional date field.

Next Review

This field shows the next review date for this work assignment. Next_Review_Date is an optional date field you may manually enter or use the calendar (F9) to select a value.

Renew Contract

This button allows you to renew the employee’s contract.

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Maintain Assignments (IEAS) - Definition#

Definition#

Position

This is the position to which the employee is assigned. Position_Code from IDPS (P2K_CM_POSITIONS) is a 16-character alphanumeric optional field.

Title

This is the official or formal title of the position or job for this assignment. The assignment title is inherited from the position (or job) title, but may be overridden. Assignment_Title is a 50-character alphanumeric optional field.

Job

This field shows the job that the employee is hired to perform. Job_Code from IDJB (P2K_CM_JOBS) is a 16-character alphanumeric mandatory field.

Unit

This is the unit with which the employee is affiliated. Unit_Code from IDUN (P2K_CM_UNITS) is a 16-character alphanumeric mandatory field that will default from the group and may not be overridden.

Department

This is the department to which the employee is assigned. Department_Code from IDDP (P2K_CM_DEPARTMENTS) is a 16-character alphanumeric mandatory field.

Group

This is the group code that determines the policy rules under which the employee must be processed. Group_Code from IDGR (P2K_CM_GROUPS) is a 16-character alphanumeric mandatory field.

Payroll

This field indicates the payroll schedule the employee is on, for example, weekly, bi-weekly, monthly.

Work Rule

Work rules are used to determine the standard payroll processing information required to create pay headers and transactions for an employee. This value is inherited from the position, group, department or job. but may be overridden. Work_Rule_Code from IDWR (P2K_CM_WORK_RULES) is a 16-character alphanumeric optional field.

Long Term Assignment

This field is used for certain custom calculation functions and may be secured from view. Long_Term_Assignment is an optional toggle field.

Requires Time Sheet

This toggle indicates that the employee must complete a time sheet for their position. Requires_Time_Sheet is an optional toggle field.

Status#

Provide Public Service

This toggle indicates if the position is to be reported as ‘Provide Public Service’ on specific government reports (e.g. Official Language Report - REOLA). Provide_Public_Service is an optional toggle field.

Provide Internal Service

This toggle indicates if the position is to be reported as ‘Provide Internal Service’ on specific government reports (e.g. Official Language Report - REOLA). Provide_Internal_Service is an optional toggle field.

Supervisory

This toggle indicates if the position is to be reported as ‘Supervisory’ on specific government reports (e.g. Official Language Report - REOLA). Supervisory is an optional toggle field.

Employment Status

This field indicates an individual’s employment status as pending approval, active, on a leave of some type or terminated. Status_Code from IDES (P2K_CM_EMPLOYMENT_STATUSES) is a 16-character alphanumeric mandatory field.

Leave Date

This field shows the date the employee’s leave commences. Leave_Date is an optional date field you may manually enter or use the calendar (F9).

Leave Reason

A reason for the leave of absence may be entered here. Leave_Reason is an optional fixed lexicon (X_LEAVE_REASON).

Return Date

This field shows the date the employee will return from the leave. Leave_Return_Date is an optional date field.

Replaced By #

This field shows the number and the name of the person replacing the employee. This field is for documentation purposes only and the information displayed will not be used for processing. Person_Code from IEID (P2K_HR_IDENTITIES) is a 16-character alphanumeric optional field. You may manually enter the manager’s person code or retrieve it from the LOV (F9).

Job Profile

This field is the ‘job posting’ information that is linked to the recruitment application. Job_Profile_Code from IRJP (P2K_RE_JOB_PROFILES) is an optional user-defined table.

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Maintain Assignments (IEAS) - Compensation#

FTE

Full Time Equivalent (FTE) is a factor that indicates how an employee's weekly hours compare with the standard full time number of hours from the work rule, position, job or group. An FTE factor of 1.0000 indicates a full-time assignment, one of less than 1.0000 indicates a part-time assignment. The FTE is re-dervived, if the weekly hours, the work rule or the job is changed. FTE is a mandatory numeric field.

O/R Work Calendar

This field may contain an override work calendar to be used in place of the work calendar defined on the work rule. Work_Calendar_Code from IDWC (P2K_CM_WORK_CALENDARS) is a 16-character alphanumeric code.

Hours Per Day

This field shows the average daily hours the employee works. This value is inherited from the Work Rule, Position, Group or Job and may be overridden at the employee level. Hours_Per_Day is an optional numeric field.

Hours Per Week

This field shows the average weekly hours the employee works. This value is inherited from Work Rule, Position, Group or Job and may be overridden at the employee level. Hours_Per_Week is an optional numeric field.

Hours Per Pay

This field shows the average hours the employee works within a pay period. This value is inherited from Work Rule, Position, Group or Job and may be overridden at the employee level. Hours_Per_Pay is an optional numeric field.

The following 5 fields Contract Days, School Days, Contract Limit, Periods Elected and Pay Starting are used exclusively for the control of contract processing.

Contract Days

If this is a contract assignment, this field shows the number of days within the contract. Contract_Days is an optional numeric field.

School Days

If this is a contract assignment, this field shows the number of school days within the contract. School_Days is an optional numeric field.

Contract Limit

If this is a contract assignment, this field displays the wage limit for the contract period. Contract_Limit is an optional numeric field.

Periods Elected

If this is a contract assignment, this field shows the number of pay periods that the wage is to be paid over for the contract period. Periods_Elected is an optional numeric field.

Start Date of Pay

For contract assignment only: This field displays the date upon which the employee is to begin being paid. This may be different than the hire date. Pay_Starting_Date is an optional date field.

Range

Salary range provides minimum and maximum guidelines for the salary payable for the job, with which an employee's salary may be compared. This range is inherited from the position or job, however, it may be overridden. Range_Code from ISSR (P2K_SA_SALARY_RANGES) is a 16 character alphanumeric optional field.

Scale Step

The Wage Scale and Step fields determine the wage that is derived from the wage scale table. Scale/Step is inherited from the position or job, and may be overridden. This is an optional field. The data is drawn from Scale_Code from ISWS (P2K_SA_WAGE_SCALES) and Step_Code from ISWS (P2K_SA_WAGE_SCALE_STEPS).

Scale Rate

This field displays the rate the employee is receiving from the scale/step table. This field will be automatically filled once the scale/step has been selected.

Basis

The rate basis is the unit of measure that the associate wage rate is being stored or displayed in. It is either inherited from the position (or job), or defaulted from the wage scale and step. This basis may, however, be overridden (i.e. hourly, weekly, biweekly, semi-monthly, monthly or annually). Rate_Basis is a mandatory fixed lexicon (X_RATE_BASIS).

Fulltime Wage

If the FTE indicated in the Work Arrangement area is less than 1.00, this toggle will indicate whether the displayed salary or wage is the full time equivalent amount. Suppose an employee has an FTE of 0.5 and the wage rate indicated is $4,000. If the toggle is OFF, this means that the employee will actually receive the full $4,000. If the toggle is turned ON, the displayed salary or wage is the 1.00 Full Time Equivalent amount. This means that in this case, where the FTE is 0.5, the employee will receive $2,000. Use_FTE_Wages is an optional toggle field.

Out Of Range

If the toggle is ON, the displayed wage is outside of the minimum or maximum values for the salary range. If the toggle is OFF, either the wage is within the range, or there is no range for the job. This toggle is automatically turned on when the salary is outside the minimum/maximum range on the Salary Range. To reset this toggle, re-enter the wage rate to be within the salary range selected. Out_Of_Range is an optional toggle field.

Scale Overriden

If the toggle is ON, the displayed wage rate has been keyed manually, and is different from the rate on the scale step. If the toggle is OFF, either the wage rate has not been overridden or else the scale step is not being used. This toggle is automatically turned on when the salary is overridden from the salary provided by the scale/step code selected. To reset this toggle, re-enter the wage rate to be the same as the scale rate. Scale_Override is an optional toggle field.

Trigger Retro Pay

If this toggle is ON, this assignment record may be specifically included in an execution of UPRETRO for retroactive wage increases. If this toggle is OFF, the UPRETRO program will use other criteria for selecting qualified retroactive wage changes. Trigger_Retro is an optional toggle field.

FLSA Uses Work Calendar

Use_WC_For_FLSA is an optional toggle field.

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Maintain Assignments (IEAS) - Location#

First Manager

This is a derived field based on hierarchial information in the system to show the user what the system will use when the "First Manager" option is chosen in approvals. The order of determination starts with what is entered as the ‘Reports To’ person on the assignment itself.

Supervised By

This is the person code and name of the individual who supervises the employee when they are working in this assignment. This information is derived from either the incumbent of the position to which this positions reports (if available) or from the department manager. You may, however, override this value. This field is used to establish a hierarchical organization structure for org chart reporting. Person_Code from IEID (P2K_HR_IDENTITIES) is a 16-character alphanumeric optional field. You may manually enter the manager’s person code or retrieve it from the LOV (F9).

Responsibility Level

‘Responsibility Level’ is a security access feature and is defined on the Assign User Security Rights (IMSV) form. A user may only access information on an employee who’s assignment responsibility is lower than, or equal to that defined for user access on IMSV. The data for this field is inherited from the position, but it may be overridden. Responsibility_Level is a fixed lexicon (X_RESPONSIBILITY_LEVEL) that you may complete with a value from the LOV (F9) provided.

Service Rating

This field indicates an employee is on a probationary status for service or seniority purposes. Service_Rating is an optional fixed lexicon (X_SERVICE_RATING) you may use to look up the value.

Job Seniority Date

The job seniority date is used to track a seniority date that is related to a specific assignment, position, department or job. The Job Seniority Date is defaulted to the Hire Date, upon the creation of the primary record. On subsequent assignments, this date is left blank and may be filled in. Job_Seniority_Date is an optional date.

Work Type

Work type is an assignment classification. Work_Type is an optional fixed lexicon (X_WORK_TYPE).

WC Class

Workers’ Compensation is a user-definable code. WCB_Class is an optional user-defined lexicon (X_WCB_CLASS).

Burden Method

This field specifies the burden method to be used for this in the Journalize Labor (UPGL) process. If this field is not specified, the burden method defined on the IDGR will be used. Burden_Method is an optional fixed lexicon (X_BURDEN_METHOD).

Burden Percent / Rate

This field specifies the burden percentage or rate corresponding to the burden method defined in the previous field. Burden_Rate is a 18-character numeric optional field.

Auth Area

This field identifies the authorized area to which this employee is assigned. Only users with access to this authorization area will be able to see the employee's records. The authorized area is inherited from the position, but may be overridden. Authorization_Code from IDAA (P2K_CM_AUTHORIZATION_AREAS) is a 16-character alphanumeric optional field.

Work Division

This field associates a work division to the assignment, for use with the Time Scheduling module and workers. If using the Time Scheduling module, this column should be filled in. Work_Division from ITWD (P2K_TS_WORK_DIVISIONS) is a 16-character alphanumeric optional field you must either manually enter or select a value from the LOV(F9) provided.

Works In Location

This field displays the work locations where the employee may normally be found, or where their primary duties are performed. The data for this field is inherited from the department, but may be overridden. Location from IDLN (P2K_CM_LOCATIONS) is a 16-character alphanumeric mandatory field.

Jurisdiction Code

This field holds the GEO code of work tax jurisdiction for this assignment. This field is defaulted from the location code, and may be overridden. This field is restricted to show only those jurisdictions within the state identified by the location code. Geo_Code from IDTX (P2K_CM_TAX_JURISDICTIONS) is a 16-character alphanumeric optional field.

Send Pays To Location

This field identifies the location where an employee's pay checks or deposit slips should be sent. This field may be left blank if the pays are to be sent to the employee’s ‘work out of’ location. This field may be used in the sorting of checks and deposits. If this field is left blank, checks and deposits may also be sorted by department or work location. Location from IDLN (P2K_CM_LOCATIONS) is a 16-character alphanumeric optional field.

Web Pay Stub Only

If this toggle is on, the Information that can be used by the UPSTUB programs as a bypass. If on the UPSTUB can be made to not print for this person. Web_Pay_Stub_Only is an optional toggle field.

Phone #

This field shows the normal work phone number where the employee may be contacted. 3144662421 will be formatted to (314) 466-2421 Phone_Number is a 20-character optional alphanumeric field that may be manually entered or will default once location is entered.

Phone Ext

This field holds the normal work phone extension where the employee may be contacted. Phone_Extension is a 16-character optional alphanumeric field that may be manually entered or will default once location is entered.

Email

This field holds the employee's work email address. This value is inherited from the locations, however, it may be overridden. Email_Address is a 50-character optional alphanumeric field.

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IEAS - Premiums#

Premiums from the Position or Job forms are not shown on the assignment screen.

Premium

This field displays the user-defined premium code that uniquely identifies this premium within the organization. Premium_Code from Trigger_Retro is an optional toggle field.(P2K_SA_PREMIUMS) is an optional field.

Premium Rate

This field is a display-only field, indicating the default value defined for this premium in the Define Premiums (ISPM) screen. Premium_Rate from ISPM (P2K_SA_PREMIUM_DETAILS) is an optional field populated from the data of the premium chosen.

Basis

This field is a display-only field, indicating the value default defined for this premium in the Define Premiums (ISPM) screen. Rate_Basis from ISPM (P2K_SA_PREMIUM_DETAILS) is an optional fixed lexicon (X_RATE_BASIS) from the data of the premium chosen.

O/R Rate

This field may be used to provide a value, or override the default value defined for this premium.

Premium_Rate from ISPM (P2K_SA_PREMIUM_USAGES) is an optional field you may use to override the defaulted premium rate.

O/R Basis

This field is used in conjunction with the O/R Rate to indicate the unit of measure for this premium, when the rate is overridden. Rate_Basis from ISPM (P2K_SA_PREMIUM_USAGES) is an optional fixed lexicon (X_RATE_BASIS) you may use to override the default rate basis.

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Maintain Assignments (IEAS) - Distributions#

Seq #

This field defines the sequential order (or line number) of the distribution code for this assignment. You may define one or multiple distribution lines with splits. The last distribution code in the sequential order will always get the remainder of the amount.Split_Sequence from (P2K_CM_DISTRIBUTIONS) is a 5 digit mandatory field.

Distribution Code

This field shows the distribution code receiving the portion of costs. This is normally the distribution of the wages associated with the assignment. Distribution_Code from (P2K_CM_DISTRIBUTIONS) is a 50 character alphanumeric mandatory. The Distribution Editor button provides an editor to aid in the creation of the correct distribution code. The information displayed in the distribution editor is based on the set up in the G/L Segments form. If segment values are completed for a segment and the ‘Must Validate’ toggle is on, then an LOV will be provided. As each segment is chosen, the complete distribution will be shown at the top of the form. When you are satisfied with the distribution created, press OK. This will take the full or partial distribution and place it back on the previous form in the Distribution field. If you do not want the distribution code to be returned to the previous form, press ‘Cancel’.

Split Rule

The distribution split rule indicates whether the distribution is being split by a percentage, by flat amount or by the Distribution pick list of authorized assignments. Split_Rule from (P2K_CM_DISTRIBUTIONS) is an optional fixed lexicon (X_SPLIT_RULE).

Not Specified:If ‘Not Specified’ is selected, there is no need to define percentage or amounts, the system will post the entire 100% to the distribution code.

Split By Percent:See Percentage field for more information

Split By Flat Amount:See Amount field for more information

Distr. Pick List:Within the Distribution tab of IEAS, sequences are created with the split rule ‘Dist. Pick List’ with the start and end dates identified. You MUST complete both the start and end date fields within IEAS. The pick list will be applied to either a pay transaction (IPTR) or pay line (IPPH) through the following procedure:

1. Select the Distribution Mask button (e.g. on Pay Lines tab for IPPH).

2. Click on the List of Distribution Editor button.

3. Select distribution from list.

Benefit Account:Within the distribution tab, this selection allows users to distribute labor and benefit burden by multiple funds based on grants, funds, etc. The majority of most employee costs of burdening benefits are distributed to the same fund(s) as the wages, However, there may be employee benefits burdening/encumbrances that are not based on the same fund(s) distribution as the wage distribution. The difference in distribution can be due to grants that are awarded to cover salary only, therefore benefits need to be charged elsewhere. Benefit Account is used in conjunction with Define G/L Accounts (IDGA) set up as Account Charge to Benefit Account.

Dist %

If the split rule is ‘by percent’ then indicate the percent in this field. You must enter the percentage has a whole number, not a decimal. For example, to indicate 6% you would enter 6, not .06 Split_Percent from (P2K_CM_DISTRIBUTIONS) is a 5-digit optional percentage field.

User %

If you have selected ‘Split By Percent’ as the split rule, then you will indicate the User percentage in this field. After the Distr % is entered, the User % is defaulted with the Distr %. This defaulted value may be overridden. Note that the system will not check to see if the Distribution and User percentages add up to 100%. This field is for informational purposes only, no processing logic is set for User %.

Amount $

If you have selected ‘Split By Flat Amount’ as the split rule, then you will indicate the amount to be given to the distribution code in this field. When the ‘Split By Flat Amount’ is used, the distribution code will be posted with the exact amount as specified. The last sequential split line will be adjusted positively or negatively.Only one split rule should be used on a single distribution tab. You may however, set up separate split rules for different assignments, positions or jobs. Split_Amount from (P2K_CM_DISTRIBUTIONS) is an 18-digit optional numeric field.

Start Date

For Distribution Pick Lists, this is the start date from this distribution may be used. For Funds, this is the start date that the fund becomes available.

End Date

For Distribution Pick Lists, this is the last date that this distribution mat be used. For funds, this is the end of that fund's availability.

Fund / Description / Program / Responsible Person

These fields are used in Fund processing. They are defaulted from the fund definition and may not be changed.

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IEAS - Elements#

The Element tab is for display purposes only.

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IEAS - Fund Actual#

The Fund Actual tab is for display purposes only.