[{TableOfContents }]

!!!PERSONNEL ACTIONS

Personnel Actions are date sensitive proposals to change a person's employment and/or work arrangement, for which some kind of approval is required. 

Personnel Actions are created from application forms for functions that have a PA Type associated with them and maintained through the Maintain Personnel Actions (ISPA) form.  

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.  

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].

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.

;[PA Number|PA_NUMBER]:This field will require code sequencing to be set up for the column name (PA_NUMBER) in [IMCS].  

;[Status|PA_STATUS]:This field indicates the current stage of the PA within the process. 

;[PA Type|PA_TYPE_CODE]:This field indicates the Personnel Action type selected. 

;[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.

;[PA Effective|PA_EFFECTIVE_DATE]:This field displays the date that the change is to take effect. 

;[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. Change_Reason is a 16-character alphanumeric optional field users may fill by using the LOV(F9) provided.

;[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.

;[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 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.  Review_Number is an optional user-defined lexicon (X_REVIEW_#) field that you may fill with a selection from the values provided.

;[Applied to Assignment|ASSIGNMENT_CODE]:This field indicates the Assignment in which the PA will be processed against. 

;[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. 

;[Logged From PA #|PA_NUMBER]:If the PA is a edited copy of a PA, this field indicates the original PA.

;[PA Created By|CREATE_USER]:This field will display the original creator of the Personnel Action. 
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!!PA Changes tab 

;[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. 

;[Table|TABLE_ALIAS]:This field provides the alias of the table that holds the data being changed.

;[Column|DRV_FIELD_PROMPT]:This field identifies the fields that are relevant to the PA type being processed. 

;[Old Value|DRV_OLD_VALUE]:This shows the original value of the field from the employee’s master files. 

;[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. 

;[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.

;[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.

;[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]:
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!!Requests tab 

;[Status|REQUEST_STATUS]:
;[Sent On|DATE_SENT]:
;[Synopsis|REQUEST_SYNOPSYS]:
;[Text|REQUEST_TEXT]:
;[Add Comment|]:
;[Comments|]:

[CLEANUP]