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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’ Usage and Examples#

Record Personnel Actions data is maintained on the P2K_SA_PERSONNEL_ACTIONS and P2K_SA_PERSONNEL_CHANGES tables.

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

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

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.

Change Reason

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

Change_Reason is a mandatory user-defined lexicon (X_CHANGE_REASON) field that you must fill with a selection from the list of values provided.

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.

Processed By

This non-updateable field will indicate when USPPA has processed the PA.

Originated By

This non-updateable field will indicate if the PA originated automatically from USAS, USEP, or USSC.

PA Effective

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

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

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.

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.

Logged From PA #

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

Logged By

If the PA is an edited copy of a PA, this field indicates who made the change to the original PA.

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

‘Column Name’ identifies the fields that are relevant to the PA type being processed. Column_Name is an optional field that you may fill manually.

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.

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.

PA Type of Value

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

Original Value	Original Override	Business Default

Preference Changed PA_Type_of_Value is mandatory fixed lexicon (X_PA_TYPE_OF_VALUE) that you may use to select a value.

Status

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

Status is an optional lexicon field that you may fill with a selection from the values provided.