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:

1. Choose the PA Type that you wish to use.
2. Select/override the default change reason.
3. Set the PA Status.
4. Choose an assignment (if required by the PA Type) and an effective date for your change(s).
5. 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

This field will require code sequencing to be set up for the column name (PA_NUMBER) in IMCS.

Status

This field indicates the current stage of the PA within the process.

PA Type

This field indicates the Personnel Action type selected.

Takes Effect

This field displays the date that the change is to take effect.

PA Description

This field will allow you to provide a description or reason for the PA.

Change Reason

You may select/override the default change reason in this field.

Applied to Assignment

This field indicates the assignment in which the PA will be processed against.

PA Expiry Date

This field displays the date that the change is to expire.

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.

Logged From PA #

If the PA is a edited copy of a PA, this field indicates the original PA.

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

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

This field will display the original creator of the Personnel Action.

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

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

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 #

Seq #

This field displays the unique record identifier used when multiple records from the same table are being changed on a single PA.

Table

This field provides the alias of the table that holds the data being changed.

Column

This field identifies the fields that are relevant to the PA type being processed.

Old Value

This shows the original value of the field from the employee’s master files.

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

This field displays the type, or source, of the values in the fields.

Status

This field displays the status of each column. Data should always be marked as ‘verified’.

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

By pressing this button you will be able to add a request/comment to the PA.

Cancel PA

The PA may be canceled by pressing this button, once pressed the status will change to 'Cancelled'.

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

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.

Requests tab #

Status

This field displays the status of the request.

Sent On

The date the comment / request was created is displayed in this field.

Synopsis

The synopsis of the comment / request is displayed here.

Text

The actual text of the comment / request is displayed in this field

Add Comment

This field provides the ability to add comments/activities against the request

Comments

The text of the activity is displayed in this field.