Modify Action Assignments

The Modify Existing tab enables you to modify or delete existing actions.

The toolbar buttons for the page are:
Field Description
Find Actions Find all actions that match the specified criteria and displays them in the Results section.
Clear Clear all selections, including filters, to start over defining a generated action.
Save Filter Save the filter.
Save Filter As Open the Save Filter As dialog box. Specify a name for the filter. Optionally, you can overwrite an existing filter.

Selections

The Selections section lets you specify the basic selection criteria.

Field Description
Version List of allowed writeable members. The list is filtered by version members that have the entire budget period range open for editing based on the focus range. If the open periods of the focus range for a version do not include all the periods included in the budget range, that member is not available for selection.
Action List of defined actions allowed for the current user.
Action Date Range Select the Date Range. This limits the search for applied actions to only those with an action date within the specified range.
Action Applied By Choose Current User or All Users.

Filter

The Filter section lets you restrict the results of an action. For example you can apply an action only to hourly workers.

Field Description
Available Filters List of previously saved filters. Select New Filter to create a filter. Filters let you restrict the actions to specific employees or positions.
Companies List of primary dimension members. Select the dimension members to include in the filter.
Position Name List of position names. Select the positions to include in the filter.
Pay Type Select the pay type. Choose from:
  • Hourly
  • Salaried

Position Filters

The Position Filters section enables you to define a filter based on position attributes.

Field Description
Start Date Select the date range.
Step and Grade Select the schedule, steps, and grades. This field is available if Step and Grade has been enabled.
System Position Type Select the position type. Choose from:

Authorized

Assigned

Select Authorized to restrict the position type to authorized position assignments. Select Assigned to restrict the position type to assigned position assignments.

This field is available if vacancy has been enabled.

Salary Range Specify the salary range.

Employee Filters

The Employee Filters section lets you define a filter based on employee.

Field Description
Employee ID Select the employee ID.
Hire Date Select a date range for the hire date.
Anniversary Date Select a date range for the anniversary date.
Primary Location Select the primary location.

Action List

The Action List section displays a list of actions that can be modified or deleted.

All actions created or modified by the Action Generator with the same action type and same Action Generator date are displayed as a single row.

Actions that were created by importing or were specified manually/individually are displayed as individual rows.

Field Description
Update Action Apply the changes to the positions and recalculate the data.
Delete Action Delete the selected actions and recalculate the data.
Refresh Refresh the page to the last saved state.
Advanced Edit Open the Advanced Edit dialog box. On this dialog box, you can:
  • Increase values by an amount or a percent.
  • Change the action date.
  • Change the end date.
  • Change the update method.
  • Change the allocation.

You modify multiple selected actions at the same time.