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Em ployee Hi r ing &
Processing
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Table o f Cont ent s
Topic Sl ide
Personnel Administration Overview 7
Hire an Employee 24
Rehire an Employee 57
Employee Appointment Changes 83
Display and Maintain Employee Master Data 108
Employee Leave of Absences / Return From Leave 133
Employee Separation 174
Change of Status 190Extended Personnel Administration Scenarios 205
Personnel Administration Reports 240
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Em ployee Hi r ing and
Processing
Day One
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Course Objec t ives
Upon completion of this course, you will be able to:
Understand the key components and terms ofPersonnel Administration.
Hire and rehire an employee using HumanResource Management System (HRMS).
Display and change employee information.
Process an Employee Appointment Change.
Process a Leave of Absence.
Perform an Employee Separation.
Process a Change of Status. Perform Extended Personnel Administration
Scenarios.
Process Personnel Administration Reports.
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Agenda
Day One:
Personnel
Administration Overview Hire an Employee
Employee AppointmentChanges
Rehire an Employee
Display and MaintainEmployee Master Data
Day Two:
Employee Leave of
Absence / Return fromLeave
Employee Separation
Change of Status
Extended PersonnelAdministration Scenarios
Personnel Administration
Reports Course Wrap-Up and
Close
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Tra in ing Mat er ia ls and Tools
The following training materials and tools are used:
HRMS Training Guide: Designed to introduce you to basic HRMSnavigation terms and concepts and to provide the necessary
information to complete the activities and exercises throughout thecourse.
HRMS Activity Guide: Designed to provide you with activities andexercises that help solidify your understanding of concepts learned in
the course and also provide you with an opportunity to use HRMS.
HRMS Job Aids: Designed to provide you with reference materials soyou can quickly access relevant HRMS information.
HRMS On-line Quick Reference (OLQR): On-line help proceduresthat provide you with step-by-step instructions designed to help youcomplete tasks in HRMS.
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J ob Aids
The following job aids are available to you andare applicable to Employee Hiring andProcessing:
Employee Hiring and Processing
HRMS Basic Navigation HRMS Resources
General Reporting
Accessing HRMS
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Personnel Adm in is t ra t ion
Overview
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Personnel Adm in is t ra t ion Overv iew
Upon completion of this section, you will be able to:
Explain the Personnel Administration components.
Define Personnel Administration roles as they relateto the course.
Identify other HRMS modules that share integrationwith Personnel Administration components.
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K ey Term s
Integration the ability to share data with other HRMScomponents.
Effective Dating date used to enter an employees timedata in advance or retroactively.
Infotype screen within a transaction in which specificcriteria is entered into individual employee files or records.
Action process used to record personnel events such ashire, appointment change or separation
Transaction a process that an end user performs tocomplete a business task, such as displaying employeeinformation.
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Personne l Adm in is t ra t ion Com ponent s
HR identifies an employee event in whichemployee information has to be
created or maintained.
HR identifies an employee event in whichemployee information has to be
created or maintained.
MaintainEmployeeInformation
EmployeeLeave ofAbsenceActions
Employee
AppointmentChangeActions
EmployeeSeparationActionsEmployee
Hiring /Re-hiring
Actions Change ofStatus
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Personnel Adm in is t ra t ion Roles
The employees appointed positiondetermines what role is assigned and thelevel of HRMS access available.
The following roles exist for PersonnelAdministration:
Personnel Administration Processor
Creates and maintains employee new hire
and rehire information, appointmentchanges, separations, extended leave ofabsences and runs reports.
Personnel Administration Inquirer
Views employees information once
entered into HRMS. Personnel Administration Supervisor
Provides oversight for the PersonnelAdministration Processor and Inquirer aswell as running reports.
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In t egrat ion Wi t h Ot her HRMS Com ponent s
It allows real-time transmission from Personnel Administration to:
Organizational Management
Time Management
Payroll
Compensation and Benefits
Key handoffs must occur between the different roles for example: Personnel Administration to Payroll
Information provided during hiring is transferred to payroll in real-time, qualifying a new employee for immediate payroll
processing. Department of Personnel recommends entries in HRMS be
completed by DAY 3 of the payroll processing cycle.
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Benef i t s of HRMS
Facilitates data consistency and allows for data maintenance tobe shared across other modules.
Employee actions are dynamically linked.
Provides the ability to enter employee changes prior to the actioneffective date (effective dating).
More accurate data and reporting capabilities (i.e. on demandand can be exported to Excel).
When employees have Appointment Changes betweenagencies, their benefits, leave balances and banking informationwill come over to the new agency.
HRMS keeps a historical record of an employees information.
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Ef fec t ive Dat ing
HRMS allows you to enter an effective date whencreating infotype records.
You can enter information into HRMS at any time, before
or after the employee information changes.
The effective date is based upon a valid start date and avalid delimit (end) date.
Note: The end date might default to12/31/9999. Verify the desired end
date prior to saving the action.
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Ef fec t ive Dat ing
New Hi res and Appo in tm ent Changes
Use CAUTION when using effective dating on New Hiresand Appointment Changes.
Although effective dating is beneficial to agencies, be aware thatback-dating could adversely affect other components in HRMS.
If the employee did not start on the date that was entered into
HRMS, there are procedures in the OLQR that outline specificscenarios.
By back-dating an employees personnel action it can causecomplications in payroll if it has been processed and even ifthe employee has no earnings for that pay period.
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Ef fec t ive Dat ing Ex am ple
July 31st Kevin retires with no data entryneeded as HRMS activates retirement
based on effective data entered on June 7th
June 1stKevin gives aletter to hisimmediate
supervisorthat outlinesa retirementdate of July
31st
June 5th Marsha, the Personnel Administration Processor, receivesnotification of Kevins retirement
scheduled for July 31st
June 7thMarshaentersKevins
retirementinto HRMSto becomeeffective on
July 31st
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In fo types
An infotype is a screen within a transaction in which specificcriteria is entered into individual employee files or records.
Infotypes are like documents in an employees (electronic)personnel file.
The infotypes are guided by your assigned role and aredetermined by the action you are performing.
During an action, infotypes are grouped together to helpnavigate from screen to screen.
Therefore, there is no need to worry about missing required datafields.
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ActionsActions
IT0001
EmployeeEmployee
In fo t ype Ex am ples
Organizational
Assignment
OrganizationalAssignment
IT0001
Contract
Elements
Contract
Elements
IT0016
AddressesAddresses
IT0006
Planned
Working Time
Planned
Working Time
IT0007
DateSpecifications
Date
Specifications
IT0041
Basic PayBasic Pay
IT0008
EducationEducation
IT0022
Personal DataPersonal Data
IT0002
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I nfot ypes Maint a in Tex t
Informational notes known as Maintain Text can be added to certain infotypes.
The text can be edited and deleted by any user who has create/change access to theinfotype.
Infotypes are limited to one message, however several comments may be added tothat message.
Not all infotypes allow text to be created.
The following infotypes have Maintain Text capabilities:
General Benefits (0171) Miscellaneous Plans (0377)
Savings Plans (0169) Health Plans (0167)
Additional Info (0234) Withholding Info (0210)
Additional Payments (0015) Recurring Payments & Deductions (0014)
Contract Elements (0016) Basic Pay (0008)
Planned Working Time (0007) Org Assignment (0001)
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Personnel Ac t ions
Personnel actions are processes used torecord personnel events such as hiring,appointment change or separation.
Each personnel action contains a set orgroup of infotypes that record all theinformation necessary for an event to berecorded.
For example, the New Hire action containslinked infotypes that walk you through entryof employee information.
The State defines the order in which you
access infotypes.
Infotypes you access display inconsecutive order until all required datais entered.
New Hire Action
IT 0019
IT 0016
IT 0001
IT 0002
IT 0000
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The menu ofPersonnel
Actions(PA40)allows you tochoose theaction you wantto complete.
The action youchoose promptsyou to completethe required
information forthat action.
Ac c ess ing Personne l Ac t ions
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Transac t ions
A transaction is a process that an end user performs tocomplete a business task, such as displaying employee
information. Each transaction has a specific businesspurpose.
For example, one transaction may be assigned to a report you needto run, another to a screen that allows you to enter an employees
education level, and another to the Employee Hire action.
Each transaction is assigned a transaction code that you canuse to quickly access the transaction.
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Review Quest ions
1. What three roles are part of the Personnel Administration?
______________________________________________
______________________________________________2. Each transaction is assigned a ________________?
______________________________________________
______________________________________________
3. This HRMS feature allows information to be entered into thesystem at any time by using a valid start and delimit (end) date.
______________________________________________
______________________________________________
Personnel Administration Processor, Personnel Administration
Inquirer and Personnel Administration Supervisor
Transaction Code
Effective Dating
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Hire an Em ployee
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Hire an Em ployee
Upon completion of this section, you will be able to:
Identify the structure of a personnel action.
Explain the overall business process flow associated withthe Employee Hire action.
Navigate through the Employee Hiring infotypes andunderstand the importance of the information in eachinfotype.
Complete a New Hire action in HRMS.
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New Term s
Personnel Number the unique identifying number foran employee.
Next Increase the field name for the date of theemployees next pay increase (periodic increment date).
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Personnel Num ber
Personnel Numbers are automatically assigned to an employee andthey are never repeated. All previous employees prior to conversionhave been assigned a Personnel Number through Data Warehouseor HRMS.
New Employees are assigned new Personnel Numbers.
They have never worked for the State of Washington.
They were previously employed with the State of Washington, but priorto HRMS being implemented.
Employees who work in two different personnel areas (two differentEmployer Identification Numbers) or who work in the same personnelarea and in two positions with different employee subgroups areassigned a Personnel Number for each position.
Note: Be sure to check the Data Warehouse for employees whohave worked with the state in the past and HRMS for those whomay have already been entered in the system.
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Hire a New Em ployee Proc ess Flow
New Employee is hired
PersonnelAdministration
Processorreceivesemployee personnel
information
Personnel AdministrationProcessorenters
information (personneladministrationmaster data)
Personnel AdministrationProcessorenters
information (personneladministrationmaster data)
Payroll Processorreceives employeepayroll information
Payroll Processor orBenefits Processorenters information
(payroll master data orbenefits enrollment)
Payroll Processor orBenefits Processorenters information
(payroll master data orbenefits enrollment)
Employee completesinformation packet
Key:
= Non-HRMS step = HRMS Entry
= HandoffAdministration
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Hire a New Em ployee
Use the Hire action to enter information for anemployee that does not already exist inHRMS.
Note: If the employee already has a personnelnumber in HRMS, use the Rehire action.
For example, DOT hired Robb and he hasworked for DSHS a year ago. After
searching, you find he has a PersonnelNumber. Enter Robb as a Rehire using thepersonnel number already assigned to him.
The Hire action moves you through eachinfotype which requires certain information tohire an employee.
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Personnel Num ber Searc h
Search by Social Security Number In the Personnel no. field type =c.. and the Social Security number with
no dashes.For example, you know the SSN is 123-45-6836. In the Personnel no. fieldtype =c..123456836 and click (Display) or (Enter) to view theemployees record. The employee data displays.
If you do not know the employees personnel number, youcan search for the specific employee by using their socialsecurity number or the persons name if you have that readily
available to you.
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Hire In fo t ypes
Update the following infotypes during the Hire action including:
Actions (0000)
Personal Data(0002)
Organizational Assignment(0001) Contract Elements(0016)
Monitoring of Tasks(0019)
Addresses(0006)
Planned Working Time(0007)
Education(0022)
Date Specifications(0041)
Additional Personal Data(0077)
Military Status(0081)
Create Time Specifications / Employment(0552)
Basic Pay(0008)
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New H ire K ey Changes
In HRMS:
A newly hired employee is considered a new hire to stateemployment OR an employee who has worked in the past, but
their information did not convert over when HRMS wasimplemented.
One person can be assigned two positions within an agency(multiple appointments).
Information is entered in a string of consecutive infotypes. Individual agencies have the capability to run reports, access
data, and maintain information.
You can enter information into the system prior to or after the
effective date of the action.
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Hire Types
The following hire types are most commonly used whenhiring employees:
Non-Permanent An employee hired under the context that theyare fulfilling a job on a time restricted basis.
Probationary An employee hired under the context that theyare fulfilling a job on a permanent basis. However, due to State ofWashington requirements, they must fulfill the mandatoryprobationary period prior to being classified as permanent.
In-training An employee hired into a level in a lowerclassification as the position. The employee works in-training forthe level opening for a particular period of time.
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Creat e H i re Ac t ion
To create a Hire Action usingthe menu path:
Follow Human Resources
Personnel Management Administration HR MasterData Personnel Actions
Or enter transaction codePA40 in the command field.
Using the action will ensure
that all required infotyperecords are created.
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Ac c essing t he H i re Ac t ion
A personnel number is notrequired to complete theHire action. During the hireaction, the system assignsthe new employee a uniquenumber.
Field to complete:
From (Date of Hire)Example: 03/16/2007
To access the Hire action,click the grey box to the left
of New Hire. Click (Execute) to
execute the action.
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Act ions (0000)
The Actionsinfotype records theaction and position number forthe employee.
Fields to complete:
Reason for Action (use thematchcode)
Position
Click (Enter) to validate andpopulate the following fields:
Personnel Area
Employee Group
Employee Sub-group
When finished, click (Enter)and then click (Save).
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Personal Dat a(0002)
The Personal Datainfotyperecords data to identify anemployee.
Fields to complete:Last name
First name
Middle name
SSN
Date of birth
Marital status
Gender
When finished, click(Enter) and then click(Save).
O i i l A i ( )
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Organizat iona l Ass ignm ent (0001)
The Organizational Assignmentinfotype records the assignment ofan employee in the OrganizationalStructure.
Fields required to complete:
Contract
Permanent (System Default)
Optional fields:
Org. key
Administrator - Time
When finished, click (Enter)and then click (Save).
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Del im i t Vac anc y
A feature used to report vacant positions. Information will beupdated on the Position Vacancyinfotype located inOrganizational Management.
This popup window will appear if the position is vacant or ifmulti-filled.
Click Yes to delimit the vacancy.
Click No to not delimit the vacancy.Note: If the position ismulti-filled select No.
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Cont rac t Elem ents (0016)
The Contract Elementsinfotype tracks anemployees state status
(permanent or non-permanent).
Field required tocomplete:
Contract type
Optional field:
Probationary period
When finished, click(Enter) and then click(Save).
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The Monitoring of Tasksinfotype tracks the dates onwhich an employee moves
from non-permanent statusto permanent status.
Fields to complete:
Date of Task
Processing indicator
Reminder Date
When finished, click
(Enter) and then click(Save).
Monit o r ing o f Task s(0019)
Addresses (0006)
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Addresses(0006)
The Addressesinfotype records and stores address data on anemployee.
Fields to complete:
Address type Permanent resident (required)
Street/House no.Postal code (Zip Code) / CityCountry Key (US USA - Default)Office/region (State)County codeTelephone number
This information is used to:
Record an employees home location
Calculate tax rates The Permanent resident type is used to send benefit information to
Department of Retirement Systems and Heath Care Authority
When finished, click (Enter) and then click (Save).
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Planned Work ing Tim e(0007)
The Planned Working Timeinfotype stores the employeeswork schedule.
Fields to complete:
Work schedule rule
Full M-F 5-8s (Default)
Time Mgmt status
9 9 Time evaluation ofplanned times (Default)
Additional time ID
Employment percent
100 (Default)
When finished, click (Enter)and then click (Save).
Avai lab le Work Sc hedules:
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Avai lab le Work Sc hedules:
There are more than 50 workschedules in HRMS.
Typically, the work scheduleis based on a 40-hour week,but HRMS accommodatesnon-traditional schedules.
Rotating work weeks Altered work days (flex
schedules) Shortened work weeks 24/7 schedules
Additional work schedules
can be requested in thefuture by making formalrequests through theagency.
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HRMS of fers end users severa l opt ions t osuc c essfu l l y proc ess part t im e sala riedemployees. 1. Agencies need to assign part-time employees to a schedule and
allow the system to reduce the planned hours for the employee based
on the part time percentage entered in Planned Working Time(0007)and Basic Pay(0008).
For example: A 50% employee works 4 hours M-F. Theagency would assign the employee to work schedule ruleFULL. The system will reduce the 8 hour days to 4 hourdays.
2. If the agency cannot find a schedule in HRMS that matches thepart-time salaried employees schedule, the agency needs to considerthe following options listed below:
Note: Changing a salaried employee to an hourly employee couldhave contractual implications, consult with Labor Relations Office priorto taking such an action.
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Dat e Spec i f i c a t ions (0041)
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Dat e Spec i f i c a t ions(0041)
The Date Specificationsinfotype documentsimportant employee dates inemployment history.
Dates will default to theeffective date of the new hireappointment except for:
Vac Lv Frozen Up ToTo Create
1. Click the (Matchcode)in the next availableDate type field to open
selection list.2. Double-click to select.
3. Enter date eligible.
Dat e Spec i f i c a t ions (0041) c ont d
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Dat e Spec i f i c a t ions(0041) c ont d
The following date typeseffect the leave accrualprocess and should alwaysbe included:
Anniversary Date
Original Hire Date
Unbroken Service Date
HRMS allows up to 12 datetypes for each record.
When finished, click(Enter) and then click
(Save).
Dat e Spec i f i ca t ions
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Dat e Spec i f i ca t ions
Adjus t ing Serv ic e Dat es You can adjust the service dates for employees who have
worked in other covered jurisdictions (if appropriate), higher
education institutions or have served in the military even ifthey have never been employed for a state agency.
Although these positions are not former appointments withinState of Washington, the work period is recognized by the State
for recording purposes.
Adjusting service dates is important since layoffs are or willbe governed by a combination of seniority and performance
(as defined by each agency).
Addi t iona l Personal Dat a (0077)
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Addi t iona l Personal Dat a (0077)
The Additional Personal Datainfotypedocuments an employees EqualEmployment Opportunity (EEO)information.
Fields to complete:
Ethnic origin - (03 Asian/PI)
Ethnicity (New) - (E1 NotHispanic/Latino)
Race Category - (NativeHawaiian/PI)
Military status
Veteran status - (Non-veteran -default)
Disability
When finished, click (Enter) andthen click (Save).
Mi l i t a ry Serv ic e (0081)
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Mi l i t a ry Serv ic e (0081)
The Military Serviceinfotype tracks the branchof military service theemployee participated in.
Field to complete:
Service type
National Guard
When finished, click(Enter) and then click(Save).
Tim e Spec i f ic a t ions / Em ploym ent Per iod
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(0552)
The Time Specifications /Employment Periodinfotypetracks any military service
dates and the resulting timespent in the service.
Fields to complete:
Start (01/21/1999)To (02/01/2002)
When finished, click
(Enter) and then click(Save).
Basic Pay ( IT0008)
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The Basic Payinfotype recordspay scale and salaryinformation for an employee.
Fields to complete:
Reason (19 InitialAppointment)
Next Increase (optional)
(09/16/2007)
PS LevelCapacity utility level (defaults
in)
When finished, click (Enter)
and then click (Save).
Note: This screenshot is reflective of a WMS employee.
Personnel Adm inis t rat ion / Payro l l Handof f
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Personnel Adm inis t rat ion / Payro l l Handof f
At this point in the Hire action, the employee is created inHRMS and the system generates a Personnel Number, butthe employee cannot be paid yet.
You are responsible for transferring the New Hire informationpacket to the Payroll Processor.
The Payroll Processor or Benefits Processor is responsiblefor completing the following infotypes:
Bank Details
Recurring Payments / Deductions
Create Unemployment State
Withholdings Info W4 / W5 USAdditional Withholding
Benefits Enrollment
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HRMS Ac t iv i t y
Hire an Employee Demonstration Pg. 4
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HRMS Ac t iv i t y
Hire an Employee Exercise Pg. 10
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Rehire an Em ployee
Rehire an Em ployee
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Rehire an Em ployee
Upon completion of this section, you will be able to:
Describe the difference between a Hire action and a Rehireaction.
Explain the overall business process flow associated with theEmployee Rehire action.
Navigate through the Employee Rehire infotypes andunderstand the importance of the information in each infotype.
Complete a Rehire action in HRMS.
Rehire an Em ployee Proc ess Flow
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p y
Employee is rehired
PersonnelAdministration
Processorreceivesemployee information
and verifies theemployee is in HRMS.
Personnel AdministrationProcessorupdatesprior information insystem (Personnel
AdministrationMaster data)
Personnel Administration
Processorupdatesprior information insystem (Personnel
AdministrationMaster data)
Payroll Processorreceives employeepayroll information
Payroll Processor orBenefits Processor
updates information orcompletes Benefits
Enrollment
Employee completesthe New Hire
Information Packet
Key:
= Non-HRMS step = HRMS Entry
= HandoffAdministration = No Personnel involvement
Rehire an Em ployee
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Rehire an Em ployee
Use the Rehire action for employees that have already been astate employee and the Personnel Number exists in HRMS.
You have the ability to search for the employee in HRMS from thePersonnel Actions screen (PA40).
During the Rehire action, infotypes that were created from theprevious appointment will have fields that are already
completed. You will need to review and update these fields ifnecessary.
Example: TheAddressesinfotype (0006) will have the address from the
employees last appointment.
Rehire In fot ypes
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yp
Update the following infotypes during the Rehire actionincluding:
Actions (0000)
Personal Data(0002)
Organizational Assignment(0001)
Contract Elements(0016)
Monitoring of Tasks(0019) Addresses(0006)
Planned Working Time(0007)
Education(0022)
Date Specifications(0041) Additional Personal Data(0077)
Basic Pay(0008)
Creat e Rehi re Ac t ion
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Creat e Rehi re Ac t ion
To create a Rehire Actionusing the menu path:
Follow Human Resources Personnel Management Administration HR MasterData Personnel Actions
Or enter transaction codePA40 in the command field.
Using the action will ensure
that all required infotyperecords are created.
Ac c ess ing t he Em ployee Rehi re
Ac t ion
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Ac t ion A Personnel Number is
required to rehire anemployee. Employees whohave been entered into the
system previously have anassigned personnel numberin HRMS.
Fields to complete:
From (Date of Hire) Personnel no.
To access the Rehire action,click the grey box to the leftof Rehire.
Then click (Execute).
Act ions (0000)
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The Actionsinfotype records theaction and position number for theemployee.
Fields to complete: Reason for Action (use matchcode)
Position
Click (Enter) to validate andpopulate the following fields:
Personnel Area
Employee Group
Employee Sub-group
When finished, click (Enter) andthen click (Save).
Personal Dat a(0002)
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The Personal Datainfotyperecords data to identify anemployee.
For a rehire, verify andcorrect any data on thisinfotype.
When finished, click
(Enter) and then click(Save). If information iscorrect, do not save andclick (Next Record).
Organizat iona l Ass ignm ent (0001)
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The Organizational Assignmentinfotype records the assignmentof an employee in the
Organizational Structure. Fields to complete:
Contract
02 Probation Optional fields:
Org Key
Administrator (Time) When finished, click (Enter)and then click (Save).
Del im i t Vac anc y
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A feature used to report vacant positions. Information will beupdated on the Position Vacancyinfotype located inOrganizational Management.
This popup window will appear if the position is vacant or ifmulti-filled.
Click Yes to delimit the vacancy.
Click No to not delimit the vacancy.
Note: If the position is
multi-filled select No.
Cont rac t Elem ents (0016)
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The Contract Elementsinfotype tracks an employees state status(permanent or non-permanent).
Fields required to complete:Start
Contract type
Optional field
Probationary period
When finished, click
(Enter) and then click(Save).
Moni t or ing o f Task(0019)
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The Monitoring of Tasksinfotype tracks the dateson which an employeemoves from non-
permanent status topermanent status.
Fields to complete:
Date of TaskProcessing indicator
Reminder Date
When finished, click
(Enter) and then click(Save).
Addresses(0006)
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The Addressesinfotyperecords and stores addressdata on an employee.
For a rehire, verify and updateany data on this infotype.
When finished, click (Enter)and then click (Save).
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Educat ion (0022)
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The Educationsubtypeindicates the type ofeducation the employeehas achieved.
Use the Educationinfotypeto document the detailsregarding education theemployee has received.
When finished, click(Enter) and then click(Save).
Note: To skip thisinfotype, click
(close) to move tothe next infotype.
Dat e Spec i f i c a t ions(0041)
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The Date Specificationsinfotype documentsimportant dates in
employment history.
All previous dates will defaultand may need adjustments:
Anniversary Date
Appointment DateOriginal Hire Date
Seniority Date
Unbroken Srvc. Date
Prsnl Holiday Eligibility
Dat e Spec i f i c a t ions(0041) c ont d
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If necessary, create the datetype Vac Lv Frozen Up to.
1. Click the (matchcode)in the next available Datetypefield to openselection list.
2. Double-click to select.
3. Enter the date eligible.
Note: Remove theSeparation Effective
Date (Date Type 06).
Dat e Spec i f i c a t ions(0041) c ont d
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When finished, click(Enter) and then click(Save).
Adjus t ing Serv ic e Dat es Rehi re
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When performing a Rehire action, you can adjust the servicedates for an employee who has returned to the organization.Updates are important for a number of reasons:
For retirement benefits for employees who have worked for other
covered jurisdictions, higher education institutions, or haveserved in the military.
To accrue seniority for full-time employees based on senioritydates or union contracts.
To ensure fairness within the organization if layoffs are needed.
Before adjusting service dates, refer to WAC, Agency Policy,and CBAs for rules on updating date specifications.
In HRMS, service date adjustment is NOT an automaticprocess. This process needs to be completed manually.
Addi t iona l Personal Dat a (0077)
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The Additional PersonalDatainfotype documents anemployees EqualEmployment Opportunity
(EEO) information.
For a rehire, verify andcorrect any data on thisinfotype.
When finished, click(Enter) and then click(Save). If information iscorrect, do not save andclick (Next Record).
Basic Pay ( IT0008)
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The Basic Payinfotype recordspay scale and salaryinformation for an employee.
Fields to complete:Reason
Next Increase
PS Level
Capacity utility level(Defaults in)
When finished, click (Enter)and then click (Save).
Note: This screenshot is reflective of a classified employee.
Personnel Adm inis t rat ion / Payro l l Handof f
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After all necessary personnel updates are made to theemployees information, the employee information istransferred to the Payroll Processor.
The Payroll Processor records the following infotypes:Bank Details (0009)
Recurring Payments / Deductions (0014)
Withholding Info W4/W5 US (0210)
Additional Withholding Info Us (0234)
General Benefits Information (0171)
Once the pay and benefits
information is entered into HRMS,the employee has been rehiredand is eligible for pay.
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HRMSAc t i v i t y
Rehire an Employee Exercise Pg. 17
Review Quest ions
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False. Rehires will have some data in the system from their
previous employment that will need to be reviewed and possibly
changed.
A new hire has never been entered into HRMS and lacks a
personnel number. A rehire has a previously assigned
personnel number.
True or False During the Rehire action, it is necessaryto re-create all employee infotypes in HRMS?
What is the difference between a new hire and a rehire?
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Em ployee Appoin t m ent Change
Em ployee Appoin t m ent Change
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You will be able to:
Describe the key terms and concepts associated with the
Appointment Change action. Explain the overall business process flow associated with
the Appointment Change action.
Navigate through the Appointment Change action and
understand the importance of the information in eachinfotype.
Process an Appointment Change action.
Em ployee Appoin t m ent Changes
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Use the Appointment Changeaction for appointments within theagency and appointments
between different agencies. Examples include:
Promotion
Demotion
Transfer
Appo int m ent Change Types
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Promotion
Upgrade from an employees current job level.
Demotion
Downgrade from an employees current job level.
Transfer
Movement of an employee within the same agency.
Movement of an active employee between differentagencies.
Appoint m ent Changes Proc ess Flow
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New position identified
PersonnelAdministration
Processorreceivesappointment change
information
Documentation of newposition provided
Personnel AdministrationProcessor
updates employeepersonnel
administrationinformation
Payroll Processorreceives appointmentchange information
Payroll Processorupdates employeepayroll information
Key:
= Non-HRMS step = HRMS Entry
= HandoffAdministration = No Personnel involvement
Appo int m ent Change Ac t ion
Th A i t t Ch ti i i il t th R hi
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The Appointment Change action is similar to the Rehireaction.
Many infotypes that were created in the Hire action are reviewed andupdated during the Appointment Change action.
The system automatically walks you through the necessary infotypesthat need changing.
Note: Pay special attention to infotypes that can change
dramatically with an appointment change including: Organizational Assignment(0001)
Planned Working Time(0007)
Basic Pay(0008)
Remember: The system automatically delimits the old positioneffective the day before the new position begins (according to theadjusted start date for the new position).
Appoint m ent Change Ac t ion c ont d
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An employee can be permanent in one agency and take atemporary appointment in the gaining agency. In this case,status should remain permanent with the losing agency.
The information traveling between the losing agency andthe gaining agency can be communicated in a number ofways, depending on agency policy:
Note to employees non-electronic file
Phone call
Transmittal form designated by the agency
Appoint m ent Change Ac t ion c ont d
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The gaining agency is able to pull all information from thelosing agency executing the appointment change withouthaving to depend on another agency to complete aseparation first.
Such as:
Leave Balances
Deductions
Benefits
Due to HRMS security, you will need to contact the losingagency for salary information when hiring a employee from
another agency. The system will delimit the employeessalary from the losing agency.
Appoin t m ent Change In fo types
Update the following infotypes during the Appointment
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Update the following infotypes during the AppointmentChange action including:
Actions (0000)
Organizational Assignment(0001) Cost Distribution (0027)
Contract Elements(0016)
Monitoring of Tasks(0019)
Planned Working Time(0007)
Date Specifications(0041)
Basic Pay(0008)
Create Appo int m ent Change Ac t ion
T A i
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To create an AppointmentChange Action using themenu path:
Follow Human Resources Personnel Management Administration HR MasterData Personnel Actions
Or enter transaction codePA40 in the command field.
Using the action will ensure
that all required infotyperecords are created.
Appoin t m ent Changes
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A Personnel Number isrequired to process anAppointment Change.
To access theAppointment Changeaction, click the grey boxto the left of AppointmentChange.
Fields to complete-
From (Date of Hire)
Personnel no.
Then click (Execute).
Act ions In fot ype (0000)
The Actions infotype records the actiond l th l i t
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The Actionsinfotype records the actionand places the new employee into anew organizational assignment.
Fields to complete:
Reason for Action (use matchcode)
Position
Click (Enter) to validate and
populate the following fields: Personnel Area
Employee Group
Employee Sub-group
When finished, click (Enter) andthen click (Save).
Organizat iona l Ass ignm ent (0001)
The Organizational Assignmentinfotype records the assignment
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The Organizational Assignmentinfotype records the assignmentof an employee in theOrganizational Structure.
Field required to complete:
Contract
Permanent Optional fields:
Org. Key Administrator (Time)
When finished, click (Enter)and then click (Save).
If no changes made to theinfotype, continue to save.
Del im i t / Creat e Vac anc y
A feature used to report vacant positions Information will be updatedon the Position Vacancy infotype located in Organizational
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A feature used to report vacant positions. Information will be updatedon the Position Vacancyinfotype located in OrganizationalManagement.
This popup window will appear if the position is vacant or if multi-filled.
Click Yes to delimit the vacancy.
Click No to not delimit the vacancy.
Note: If the position ismulti-filled select No.
Cont rac t Element s (0016)
The Contract Elements
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The Contract Elementsinfotype if the employeesstate status (permanent ornon-permanent).
Fields required to complete:
Start Contract type
Optional field:
Probationary period
When finished, click(Enter) and then click
(Save).
Moni t or ing o f Task(0019)
The Monitoring of Tasks
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The Monitoring of Tasksinfotype tracks the dates onwhich an employee movesfrom non-permanent status
to permanent.
Fields to complete:
Date of Task
Processing indicatorReminder Date
When finished, click
(Enter) and then click(Save).
Planned Work ing Tim eIn fot ype (0007)
The Planned Working Time
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ginfotype stores theemployees work schedule.
Fields to complete:
Work schedule rule Full 5-8s M-F (Default)
Time Mgmt status 9 9 Time evaluation of
planned times (Default) Additional time ID Employment percent
100 (Default)
When finished, click(Enter) and then click(Save).
Dat e Spec i f i c a t ionsIn fot ype (0041)
The Date Specifications
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The Date Specificationsinfotype documents importantdates in employment history.
All previous dates will defaultand may need adjustments:
Anniversary Date Appointment Date Original Hire Date
Seniority Date Unbroken Srvc. Date Prsnl Holiday Eligibility
When finished, click
(Enter) and then click(Save).
The Basic Payinfotype torecords pay scale and salary
Basic Pay ( IT0008)
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y yprecords pay scale and salaryinformation for an employee.
Fields to complete:
Reason
Next Increase (Optional)
PS Level
Capacity utility level(Defaults in)
When finished, click(Enter) and then click(Save).
Personnel Adm inis t rat ion / Payro l l Handof f
After all necessary personnel updates are made to the
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y p pemployees information, the employee information istransferred to the Payroll Processor.
The Payroll Processor records the following infotypes:Bank Details (0009)
Recurring Payments / Deductions (0014)
Withholding Info W4/W5 US (0210)
Additional Withholding Info Us (0234)General Benefits Information (0171)
Once the pay and benefits
information is entered into HRMS,the employee has been rehiredand is eligible for pay.
What e lse do I need t o k now ?
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See OLQR Procedures:
Appointment Change Action Transfer
Appointment Change Action After In-Training Appointment
Appointment Change to Change Employee Sub-Group
What e lse do I need t o k now ?
When an permanent employee has accepted a non-
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p p y ppermanent position, use the following structure whenprocessing the Appointment Change (PA40):
Actionsinfotype (0000)
Reason for Action 59 Non-Perm Limited
EE Group Permanent or Non-Permanent (depending on
the position) Organizational Assignmentinfotype (0001)
Contract Non-Permanent
Contract Typeinfotype (0016)
Contract Type Permanent (Should not be changed)
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Review Quest ions
Why is the Appointment Change action similar to theRehire action?
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Rehire action?
________________________________________________
________________________________________________
________________________________________________
________________________________________________
True or False. When processing an AppointmentChange action, the employees direct deposit will needto be restarted.
________________________________________________
________________________________________________
________________________________________________
During the Appointment Change, the Processor is taken through all
applicable infotypes needed to record data. Infotypes have previous
information stored that will need to be reviewed and possibly
changed and any information that is not needed will not display.
False. The employees salary, benefits, leave balances and
direct deposit will transfer over when the employee is rehiredwith the agency.
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Display and Maint a in Em ployeeMast er Dat a
Display and Maint a in Em ployee HR
Mast er Dat a
Upon completion of this section, you will be able to:
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p p , y
Explain the overall business process flow associated withthe Display actions and the Maintain actions.
Describe the differences between the Display actions andthe Maintain actions.
Navigate through the Display, Copy, and Change Functionsand understand the importance of the information in each
infotype. Complete a Display action.
Complete a Maintain action.
Ac c ess ing In fo t ypes Display and
Main ta in
HRMS allows you to update infotypes while keepinghi t t th i f t
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a history to the infotype.
There are two ways to update/maintain infotypes:
Maintain (PA30)
Update specific infotypes one at a time.
Personnel actions (PA40)
Use to process personnel actions such as a New Hirewhich groups the necessary infotypes needed toprocess the action.
You can also view employee information:
Display (PA20) View infotypes one at a time.
Personnel File (PA10) View the entire employees record.
Display / Maint a in Em ployee Mast er Dat a
Proc ess Flow
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An update to employee
data identified
PersonnelAdministration
Processorreceives
update request anddocumentation
Personnel AdministrationProcessoraccesses
appropriateinfotype(s)
and makes update
Necessary
documentation provided
Key:
= Non-HRMS step = HRMS Entry
Ac c ess ing In fo t ypes
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Display process Using the (Overview) information can be viewed for a specified time
period. (e.g. Overview Actions(0000))
Information can not be changed in (Display) mode.
Narrow the search by using the Period filters. Selecting the option All willdisplay all records created.
Maintain process
When updating infotypes, use the (Copy) function to keep a history ofthe infotype.
Using the (Change) function will not keep a history of the infotype.
Display HR Mast er Dat a
To display Employee informationi th th
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using the menu path:
Follow Human Resources
Personnel Management Administration HR Master Data Display
Or enter transaction code PA20 inthe command field.
A Personnel Number is requiredto access an infotype.
Selec t ing An In fo t ype
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1. Click on the grey selectionbox next to the infotypename.
2. Type the name or numberassociated with theinfotype in the Infotypefield.
3. Click on the matchcode
button in the Infotypefield.
to access a otype
There are three ways to selectan infotype:
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Display Em ployee Mast er Dat a
In display mode, the fields are grayed out whichindicates that you cannot change information in thisd
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mode.
To update information, you need to use the PA30Copy function outlined in the next section.
Note: Use the(Next/Previous Record)
buttons to view history ofthe record.
Display / Em ployee Mas t er Dat a
The Supervisor and Inquirer roles have display capabilitiesand cannot update data
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and cannot update data.
By providing some roles with the ability to make changes and
some with only display ability, HRMS provides the integrity andsecurity of employee information.
The security of functions verifies that each role has access tocomplete their own duties, while being separated from the
duties that other roles perform.
View ing In fo t ypes
Actions(0000)Hire Action & Reason, Position, Pers. Area
view this infotypeIf I want to find an employees
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Basic Pay (0008)Salary, PID
Military Status (0081)
Additional Personal Data(0077)
Date Specifications(0041)Education(0022)
Contract Elements(0016)
Planned Working Time(0007)
Addresses(0006)
Personal Data(0002)
Organizational Assignment(0001)
Branch of Service
Ethnicity, Disability, Veteran Status
Important employee dates (seniority,anniversary)
Institutes, Training, Certificates
State service status
Work Schedule, Employee Percent
Address, Telephone #
Last Name, First Name, SSN, Birth Date
Position, Personnel Area, Contract Status
HRMSA t i i t
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Ac t i v i t y
Display Employee Information Exercise Pg. 34
Updat ing Rec ords Whi le Maint a in ing
His to ry
Data created in HRMS is both current and historical.
I f t bl HRMS t i t i i f ti ll l
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Infotypes enable HRMS to maintain information on all employees,as well as historical records.
Based on the assigned role and agency, certain information isavailable to each user.
For example, a Personnel Administration Processor in DOC has
access to past telephone numbers of any employee within theirorganization.
A Personnel Administration Processor in DOT has access to thesame infotype, Addresses, but none of the
information for employees in DOC.
Maint a in HR Mast er Dat a
To maintain Employee informationusing the menu path:
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using the menu path:
Follow Human Resources
Personnel Management Administration HR Master Data Maintain
Or enter transaction code PA30 inthe command field.
A Personnel Number is required to access an infotype.
Selec t ing An In fo t ype
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Select the infotype to be maintained.
Maint a in Em ployee Mast er Dat a
To create a new infotyperecord, click (Create).
To update the infotype and
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To update the infotype andrecord the history, click(Copy).
The new start date of therecord will be used for thecurrent information. This willend date the existing record
and reduces data entry.
To change/correct the infotypewith no history, click(Change).
Address(0006)
In the Start field, enter the datethat the change becomeseffective. The effective date can
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effective. The effective date canbe entered prior to the changeoccurring.
- For example, if todays date is3/5/07, and the employees ismoving on 06/15/07, you canenter the change today with a
Startdate of 06/15/07.
When finished, click (Enter)and then click (Save).
HRMS Ac t iv i t y
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HRMS Ac t iv i t y
Maintain Employee Master Data Demonstration Pg. 36
HRMS Ac t iv i t y
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HRMS Ac t iv i t y
Maintain Employee Master Data Exercise Pg. 38
Review Quest ions
When would you use the maintain action and whenwould you use the display action?
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Use change to update or add employee information and
the display action to view employee information.
In most circumstances, should you use the Copy orChange action to update employee information?
Use the Copy action so a record of the change is made.
The Change action should only be used to correct mistakes.
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Quest ion and Answ er / Wrap - Up
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Em ployee Hi r ing andProc ess ing Day Tw o
Agenda
Day Two: Employee Leave of
Absence / Return from
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Absence / Return fromLeave
Employee Separation
Change of Status
Extended Personnel
Administration Scenarios Personnel Administration
Reports
Course Wrap-Up andClose
Personne l Adm in is t ra t ion Com ponent s
HR identifies an employee event in whichemployee information has to be
created or maintained.
HR identifies an employee event in whichemployee information has to be
created or maintained.
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MaintainEmployeeInformation
EmployeeLeave of
AbsenceActions
EmployeeAppointment
ChangeActions
EmployeeSeparation
ActionsEmployeeHiring /
Re-hiringActions Change of
Status
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Em ployee Leave of Absenc es /Ret urn f rom Leave
Em ployee Leave of Absenc e / Ret urn f rom
Leave
Upon completion of this section you will be able to:
Describe the key terms and concepts associated with the
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Describe the key terms and concepts associated with theLeave of Absence action.
Explain the overall business process flow associated with aLeave of Absence.
Describe the differences between a Paid Leave and anUnpaid Leave of Absence.
Complete a Leave of Absence (paid and unpaid) and aReturn from Leave of Absence action.
K ey Term s
Absence A time period during an employeesplanned working time in which the employee does
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not work, including certain types of leave.
Absence quota The total amount of time (in hoursor days) employees are allowed to use as absences.There are different Quota types for different Absence
types. (i.e.. Sick leave quota, Annual leave quota)
Leave o f Absenc e Overview
Extended Leave of Absences may include:
Educational Leave
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Educational Leave
Military Leave
L&I
Employees are given absence quotas that aredetermined by their position, years of service and otherfactors. The absence quota varies by agency, as well asthe collective bargaining unit the employee is in.
Leave of Absenc e Proc ess Flow
Employee takes aAbsence (paid or
unpaid)
PersonnelAdministration
Processoris notified of
Personnel AdministrationProcessor
updates employee
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unpaid)Leave of Absence information
Employee returns towork
PersonnelAdministration
Processornotified ofemployees return
Personnel AdministrationProcessor
confirms returndate and updates
employeeinformation
Key:
= Non-HRMS Step = HRMS Entry
Leave of Absenc e K ey Changes
HRMS Leave of Absence process in HRMS
Use the Monitoring of Tasksinfotype to set reminder dates for a
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g ypreturn from leave.
You can enter the Leave action as soon as it is known that aleave will occur.
Leave of Absenc e
The Leave of Absence actionis divided into two main typesf l
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of leave:
Paid
Unpaid
Unpaid Leave of Absenc e
An Unpaid Leave of Absence action is processed in HRMS when anemployee takes leave for a significant period of time (exceeds 15consecutive calendar days or more) and is not paid during that time.
F l l t k th k l t f i k
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For example, an employee takes three weeks leave to care for a sick
family member for which they have no paid leave available. Many types of leave (maternity, sick) may be covered for a certain period of
time and continue unpaid if more time is needed.
To process an unpaid Leave of Absence, follow agency business process:
When an employee is on an Unpaid Leave of Absence their systemstatus becomes inactive. The Time & Attendance Processor will not beable to enter leave in CATS.
An Unpaid Leave of Absence should not be used if the employee isusing 1 day of leave a month to maintain their insurance benefits.
Unpaid Leave of Absenc e In fo t ypes
Update the following infotypes during the Unpaid Leaveof Absence action including:
Actions (0000)
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( )
Organizational Assignment(0001)
Monitoring of Tasks(0019)
Creat e Unpaid Leave of Absenc e
Ac t ion
To create an Unpaid Leave ofAbsence Action using the menupath:
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Follow Human Resources Personnel Management Administration HR MasterData Personnel Actions
Or enter transaction codePA40 in the command field.
Using the action will ensure that
all required infotype records arecreated.
A Personnel Number is requiredto process an Unpaid Leave ofAbsence Action.
Unpaid Leave of Absenc e
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Fields to complete:
From (Enter the last workingday for the employee.)
Personnel no.
To access the Unpaid Leave ofAbsence action, click the greybox to the left of Unpaid Leaveof Absence.
Then click (Execute).
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Organizat iona l Ass ignm ent (0001)
The OrganizationalAssignmentinfotype recordsthe assignment of an
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gemployee in the OrganizationalStructure.
Verify the information iscorrect.
When finished, click (Enter)and then click (Save).
If no changes to theinfotype, continue to save.
Monit o r ing o f Task s(0019)
The Monitoring of Tasks
infotype tracks the datewhich the employee isscheduled to return fromleave
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leave.
Fields to complete:
Task Type
Date of Task
Processing Indicator Reminder Date
When finished, click(Enter) and then click
(Save).
Personnel Adm inis t rat ion / Payro l l
There is no handoff to the Payroll Processor, but theyshould be notified that the employee has been placedon Leave of Absence.
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HRMSAc t i v i t y
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y
Process Unpaid Leave of Absence Demonstration Pg. 41
Paid Leave of Absenc e
A Paid Leave of Absence action is processed in HRMS when an
employee takes a leave for a significant period of time (exceeds 15consecutive calendar days or more) and is paid (or unpaid) duringthat employment time.
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The employee should be placed on Paid Leave of Absence ifthey are on leave without pay, but are using 1 day of leave amonth to maintain their insurance benefits.
The employees status would remain active while on Paid Leaveof Absence.
A paid Leave of Absence can be granted for a number of reasons:
Sick Leave / Annual Leave
Military Leave with Pay Family Medical Leave Act
Paid Leave of Absenc e In fo t ypes
Update the following infotypes during the Paid Leave ofAbsence action including:
Actions (0000)
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Organizational Assignment(0001)
Monitoring of Tasks(0019)
Creat e Paid Leave of Absenc e Ac t ion
To create an Paid Leave ofAbsence Action using the menupath:
F ll H R
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Follow Human Resources
Personnel Management Administration HR MasterData Personnel Actions
Or enter transaction codePA40 in the command field.
Using the action will ensure that
all required infotype records arecreated.
A Personnel Number isrequired to process a PaidLeave of Absence action.
Fields to complete:
Paid Leave of Absenc e
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Fields to complete:
From (Enter the lastworking day for the
employee.)
Personnel no.
To access the Paid Leave ofAbsence action, click thegrey box to the left of PaidLeave of Absence.
Then click (Execute).
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Organizat iona l Ass ignm ent (0001)
The OrganizationalAssignmentinfotype recordsthe assignment of anemployee in the Organizational
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Structure.
Verify the information iscorrect.
When finished, click (Enter)
and then click (Save).
If no changes are made tothe infotype, continue tosave.
Moni t o r ing o f Task s(0019)
The Monitoring of Tasks
infotype tracks the datewhich the employee isscheduled to return fromleave.
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Fields to complete:
Task Type
Date of Task
Processing Indicator
Reminder Date
When finished, click(Enter) and then click(Save).
Personnel Adm inis t rat ion / Payro l l
There is no handoff to the Payroll Processor, but theyshould be notified that the employee has been placedon Leave of Absence.
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So the employee can use one day of leave per month to
Review Quest ions
Why would you use a Paid Leave of Absence Action foran employee who is out on leave without pay?
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So the employee can use one day of leave per month to
maintain their insurance benefits.
Ret urn f rom Leave of Absenc e
The Return from Leave of Absence
action records an employee returningfrom a Leave of Absence (paid orunpaid).
To process the Return from Leave of
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Absence you must receive verificationfrom the employees supervisor.
This requirement is agencyspecific. Please check with youragency on the needs for theprocess.
Though an end date has been set upthrough HRMS when leave wasrecorded you must complete the
Return from Leave of Absence actionand Monitoring of Taskinfotype (0019).
Ret urn f rom Leave of Absenc e Proc ess
Flow
Employee is returningfrom LOA
PersonnelAdministration
Processoris notified of
Personnel AdministrationProcessor
updates employee
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Return from LOA information
Payroll Processor isnotified of Return from
LOA
Key:
= Non-HRMS Step = HRMS Entry
Ret urn f rom Leave of Absenc e
In fo types
Update the following infotypes during the Paid Leave ofAbsence action including:
Actions(0000)
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( )
Organizational Assignment(0001)
Date Specifications(0041)
Use PA30 to maintain the following infotype:
Monitoring of Task(0019)
Creat e Ret urn f rom Leave of Absenc e
Ac t ion
To create a Return from Leaveof Absence Action using themenu path:
Follow Human Resources
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Personnel Management Administration HR MasterData Personnel Actions
Or enter transaction codePA40 in the command field.
Using the action will ensure thatall required infotype records arecreated.
A Personnel Number is
required to access aReturn from Leave ofAbsence Action.
Fields to complete:
Ret urn f rom Leave of Absenc e
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From (Enter the datethe employee returnsfrom leave)
Personnel no.
To access the Returnfrom Leave of Absenceaction, click the grey boxto the left of Return from
Leave of Absence.
Then click (Execute).
Act ions (0000)
The Actionsinfotype records
the Return from Leave ofAbsence in HRMS as well asprovide a reason for thereturn.
Fields to complete:
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Fields to complete:
Reason for Action (usematchcode)
When finished, click
(Enter) and then click(Save).
Organizat iona l Ass ignm ent (0001)
The OrganizationalAssignmentinfotype recordsthe assignment of anemployee in theOrganizational Structure.
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g
Verify the information iscorrect.
When finished, click
(Enter) and then click(Save).
If no changes are madeto the infotype, continue
to save.
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Adjust ing Serv ic e Dat es
Ret urn f rom Leave of Absenc e
Date adjustments are not automatic in HRMS. This is a manual process. See OLQR procedure, Date Specifications - Maintain for assistance in
updating the Date Specificationsinfotype.
When processing a return from Leave Without Pay (LWOP), you may
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need to adjust the dates depending on the reason the employee was onLeave of Absence:
LWOP of fifteen consecutive days or less does not affect the anniversary date.
LWOP greater than 15 days does not affect the anniversary dates in the
following cases: Military Leave
Government Leave
Assault Leave
Educational Leave
Leave in lieu of RIF L&I
Moni t or ing o f Task(0019)
When the employee returns fromLeave of Absence, the Monitoringof Taskinfotype (0019) must beupdated.
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To maintain the Monitoring ofTaskinfotype:
Follow menu path: HumanResources Personnel
Management Administration HR MasterData Maintain
Or enter transaction code
PA30 in the command field.
Mainta in Monit o r ing o f Task (0019)
1. Click the Addtl. PersonalData Tab and click the graybox to the left of the
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Monitoring of Task(0019).2. In the Period section,
click (All).
3. To view all records created,
click (Overview).
4. Select the appropriate
record.
Task Type
End of Leave
Moni t or ing o f Task (0019)
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5. Click (Copy)
6. Fields to complete:
Date of Task
Processing indicator
Task Completed
7. When finished, click
(Enter) and then click(Save).
HRMS
Ac t i v i t y
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Process Return from Leave of Absence (Paid) -
Demonstration Pg. 48
HRMSAc t i v i t y
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Process Employee Return from
Leave of Absence (Unpaid) Exercise Pg. 51
Review Quest ions
The Return from Leave action is used to activate an
employee in HRMS after an unpaid or paid leave.
What is the Return from Leave action used to do?
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What infotype is not included in the dynamic actionReturn from Leave of Action?
Monitoring of Tasks(0019)
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Em ployee Separat ion
Upon completion of this section you will be able to:
Define the key terms and concepts associated with theEmployee Separation action.
Explain the overall business process flow associated with
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Explain the overall business process flow associated withthe Separation action.
Navigate through the Separation infotypes and understandthe importance of the information in each infotype.
Complete an Employee Separation action.
Em ployee Separat ions k ey t e rms
A separation occurs when an employee discontinues his/heremployment with the state of Washington.
Can be either voluntary or involuntary
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There are three main types of separations:
Retirement - A voluntary separation from employment withthe state of Washington based on years of service and
eligibility.
Resignation - A voluntary separation from employmentwith the state of Washington.
Termination - An involuntary separation from employmentwith the state of Washington.
Em ployee Separat ion Proc ess Flow
Employee separatesfrom government
service (voluntarily orinvoluntarily)
PersonnelAdministration
Processorreceivesseparation
documentation
Personnel AdministrationProcessor
updates employeepersonnel
administrationinformation
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Payroll Processorreceives separation
documentation
Payroll Processorupdates employeepayroll information
Separationcommunicated to thirdparties (e.g. benefits,
retirement)
Key:
= Non-HRMS Step = HRMS Entry
= HandoffAdministration = No Personnel involvement
Em ployee Separat ion Overv iew
Separation Process in HRMS:
When an employee separates from state service his/herinformation is stored within HRMS using the assigned personnelnumber.
Reports outlining separations are sent via an interface to Health
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Reports outlining separations are sent via an interface to HealthCare Authority, Department of Retirement Systems and Unions asthe separation occurs.
Prior to starting the separation action, contact the Time andAttendance Processor to delete any future CAT entries after theseparation date.
You will not be able to continue the action with these entries in CATS.
The employees system status will be withdrawn.
Proc ess ing Em ployee Separat ion
To process an employee separation,you require either:
A letter from the employee indicatingreason for separation and the effectivedate
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date.
A letter from the appropriate appointingauthority indicating reason forseparation and effective date.
Note: Your agency may have otherrequirements. Please follow anyagency specific guidelines.
Separat ion Ac t ion Info t ypes
Update the following infotypes during the Separationaction including:
Actions(0000)
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Creat e Separat ion Ac t ion
To create a Separation Actionusing the menu path:
Follow Human Resources Personnel Management
Administration HR MasterD P l A i
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Administration HR MasterData Personnel Actions
Or enter transaction code
PA40 in the command field.
Using the action will ensure thatall required infotype records arecreated.
A Personnel Number isrequired to process aSeparation action.
Fields to complete:
From (Enter last
Em ployee Separat ion
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From (Enter lastworking day in theoffice)
Personnel no.
To access the Separationaction, click the grey box tothe left of Separation.
Then click (Execute).
Act ions (0000)
The Actionsinfotype recordsthe Separation in HRMS, aswell as provide a reason for theaction.
Fields to complete
Reason for Action (use drop
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Reason for Action(use dropdown)
When finished, click (Enter)
and then click (Save).
Note: The system has added a day tothe Start date. The start date is the firstday the employee is separated from
state service. Also the Employmentstatus now reads withdrawn.
Creat e Vac ancy
Upon saving the Actionsinfotype (0000), a Create Vacancypop-up window will appear. This information is stored in thePosition Vacancyinfotype in Organizational Management.
Click Yes to delimit the vacancy.
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Click Yes to delimit the vacancy. Click No to not delimit the vacancy or if the position is multi-
filled.
Note: If the position ismulti-filled select No.
Organizat iona l Ass ignm ent (000