Personnel Action Types#
Through the Define Personnel Action Types (ISPY) form, you will create PA types within the system to reflect the business processes and approval requirements for your company.
A PA type definition includes a code, an approval level, and a default change reason. In addition, the PA type specifies whether an assignment is required, and defaults values for the 'update future records' and 'cascade change reason' indicators.
Finally, the PA type specifies all the tables that it touches. A single PA type may touch multiple tables, for example, the employment, assignment and assignment details, and it then specifies all the columns available within each of these tables, and the order (sequence) in which those columns should appear.
Through PA types, Wiki enables you to make a good business association between a specific change reason/action and the particular fields that must/may be affected by that change.
You will simplify each PA type to indicate only the 'mandatory' and 'optional' fields applicable and indicate those fields which may be viewed with 'no update' option or turned off altogether by the 'no view' option.
Define PA types that focus on a specific change, for example, a wage increase or a promotion, rather than create a few multi-purpose PA types that handle a wage increase and a promotion and an assignment change.
‘Maintain Personnel Action Types’ Usage and Examples#
Maintain Personnel Action Types data is maintained on the P2K_SA_PA_TYPES, P2K_SA_PA_TYPE_TABLES and P2K_SA_PA_TYPE_COLUMNS tables.- PA Type
- This field holds the name of the Personnel Action type that is being created. PA_Type_Code is a 16-character alphanumeric mandatory field that is manually created.
- Approval Level
- Within this field, you may define the approval level required (e.g. not specified, manager, supervisor) in order to process any PA of this type. Approval_Level is a required, user-defined lexicon (X_APPROVAL_LEVEL), from which you may make a selection from the list of values.
- Change Reason
- The reason a PA of this type will be created is provided in this field. Change_Code is a 16-character alphanumeric mandatory field that you may either manually enter or with a select from the LOV provided. Values for the LOV are maintained in the Define Change Reasons (IDCR) form.
- Description
- This field displays the description of the purpose and use of the PA type. Description is an optional 50-character alphanumeric field you must manually enter.
- Assignment Required
- If this toggle is ON, then users must indicate which assignment is to be used to retrieve the information for a PA of this type. If the toggle is OFF, the no assignment information is required in order to process the PA. The toggle must be on for any PA’s that require the Assignment or Assignment Details tables. Assignment_Required is an optional toggle field.
- Update Future Records
- If this toggle is ON, then the effective date record(s) created after the date of the PA will also be updated. If the toggle is OFF, only the effective date record that is in effect when the PA is processed will be affected. 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.
- Track Changes
- If this toggle is ON, any changes to the PA that are made by anyone who is not the originator will be tracked. A copy of the PA will be made and given a negative PA number to distinguish it from the original PA. Track_Changes is an optional toggle field.
- PA Type Tables
- This field identifies all tables that will be affected by the PA, if selected. Table_Name is a 16-character alphanumeric mandatory field that you must complete with a selection from the LOV provided.
| P2K_HR_IDENTITIES | IEID |
| P2K_HR_PERSONALS | IEPI |
| P2K_HR_EMPLOYMENTS | IEEI |
| P2K_HR_ASSIGNMENTS | IEAS - Header |
| P2K_HR_ASSIGNMENT_DETAILS | IEAS – Effective date tabs |
| P2K_CM_DISTRIBUTIONS | IEAS – Distribution tab |
| P2K_SA_PREMIUM_USAGES | IEAS – Premiums tab |
| P2K_HR_ALIASES | IEAL |
| P2K_HR_MILITARIES | IEMT |
| P2K_HR_PROPERTIES | IEPP |
| P2K_HR_STATISTICS | IEST |
| P2K_PR_CDN_PAY_RULES | IPRLC |
| P2K_PR_PAYMENT_RULE_DETAILS | IPPM |
- Table Alias
- This field shows the abbreviated alias for the table selected. Table_Name will automatically default in once the Table_Name has been selected.
- No Create Allowed
- If this toggle is ON, you will not be able to add information for this table on the PA. No_Create_Allowed is an optional toggle field.
- No Delete Allowed
- If this toggle is ON, you will not be able to delete information for this table on the PA.
- Seq. #
- This field defines the sequential order of the column or field. This sequence is supplied but you may override the order. Column_Sequence is a 5-digit numeric mandatory field.
- PA Type Columns
- This field holds the Wiki internal name of the column (field). This field is supplied and is not updateable.
- Prompt
- This field holds the Wiki display name of the column (field). This field is supplied and is not updateable.
- PA Column Access
- You may use this field to define the access that user have to each column. PA_Column_Access is a required, fixed lexicon (X_SECURITY_ACCESS), which you may fill with a selection from list of values provided.
| Updateable | default |
| Mandatory | column cannot be left blank |
| No View | column will not be displayed on ISPA |
| No Update | column will be displayed but the use will not be able to update it |
- Context
- If the toggle is ON, any changes to that field in relevant tables made after an ISPA screen is created will cause USPPA to not update that field. If the toggle is OFF, USPPA will update the field regardless of any changes since the ISPA screen was created. Context_Column is an optional toggle field.
- User Field
- If the toggle is ON, it indicates that the field is user defined. User_Field is an optional toggle field.
---
Buttons#
- Create, Refresh All PA Columns for Table
- If a new release has added new fields to a table, then by pressing this button, all the new information for those fields will be pulled into the database.
