Performing individual actions

If you are changing a field for which the position data item attribute is set to "Default, No Override", you cannot use personnel actions to update the field. You must make the change on the position and run the position update. Defining position data item attributes Maintaining position codes

Implement actions for an individual employee. The program displays the employee's current values for the data items associated with the action and allows entry for those that should change. For example, update an employee's primary (Level 1) position or job information.

Note: If updating employee level 2 through 5, use Position, Job Action (PA52.5).

Automatically start and stop required deductions for the employee.

Employees are eligible for required deductions if they meet the criteria defined on Deduction Required Code (PR03.1). For more information, see the Infor Payroll User Guide.

If you use the Infor Benefits Administration application and the action you are adding is a COBRA occurrence, the action creates a COBRA participant record in COBRA Participant (BN70.1). For more information, see the Infor Benefits Administration User Guide.

If you use the Benefits Administration application, you define if the individual action will update employee benefits. If so, employee benefit change records are created. For more information, see the Infor Benefits Administration User Guide.

Special process functionality lets you change the effective date of a pending action, enter a retroactive change, combine a new action with a previously updated action or reverse an entire previously updated action. Performing a corrective personnel action

To perform individual personnel actions

Access Individual Action (PA52.1).
In the Employee field, select the employee.
In the Action, Nbr field, select the action you want to perform.
In the Effective field, type the date the personnel action is effective.
Select the Inquire form function. This will populate the Selected Items 1-3 tabs with the defined data items for this action code.
In the Reasons field, select up to two reasons for the action.
In the Parameters tab, Main subtab, use the following guidelines to enter field values:

Immediate

Select whether you want to update Employee (HR11.1) immediately. If you leave this field blank, No defaults and the action is pending. To make a pending action effective, use Action Update (PA100).

Note: An employee may have more than one pending action for the same effective date. To check for pending actions, use the Next and Previous form actions.

Anticipated End

If the action is temporary, type the action's ending date. This date is for reference purposes only.

Update Benefits

Select whether or not to update benefits when you employ the applicant. If you do not make a selection, the value selected on the action code defaults. If a value is not defined on the action and the Benefits Administration application is implemented, Yes defaults. If you select Yes, the application creates a benefit change record for the new employee that is used by Employee Change Benefit Update (BN100) to update benefit plan enrollments.

Update Required Deductions

Select whether to automatically update required deductions. If you select Yes, the Personnel Administration application uses the date in the New Deduction Begin Date to start required deductions. You define which employees are eligible for a required deduction on Deduction Required Code (PR03.1). If you select No, the application does not automatically start required deductions. Assign specific required deductions to an employee on Employee Deduction (PR14.1). If you do not make a selection, the value selected on the action code defaults.

Old Deduction End Date

Type the last date you want old required deductions to be effective. The application will take old required deductions on the date you enter in this field. If you leave this field blank, the day before the New Deduction Begin date defaults.

Note: Employees are eligible for a required deduction if they meet the criteria defined on Deduction Required Code (PR03.1).

New Deduction Begin Date

Type the first date you want new required deductions to be effective. The application will take new required deductions on the date you enter in this field. After the date in this field, the application continues to take required deductions for the employee. If you leave this field blank, the Action Effective date defaults.

Note: Employees are eligible for a required deduction if they meet the criteria defined on Deduction Required Code (PR03.1).

Note: To blank out a field, type *BLANK in the New Value column.
In the Parameters Tab, US-COBRA subtab, use the following guidelines to enter field values:

Occurrence Type

Select an occurrence type if the action is a qualifying COBRA event and you want the employee to be notified of COBRA rights. If you select an occurrence type, the employee is automatically defined as COBRA participant in COBRA Participant (BN70.1) when the action updates Employee (HR11.1).

Participant

Type a COBRA participant number if you want to automatically define the employee as COBRA participant in COBRA Participant (BN70.1). Leave this field blank if the Auto Numbering field in COBRA Parameters (BN00.2) is Yes; the Benefits Administration application assigns a participant number.
Use the Selected Items tabs to enter new values in the defined data items for this action code. Leave the New Value field blank to bring in a current value.
Select the Add form function.