Defining personnel actions

To define a personnel action, you select the data items that are available for the action. The data items for personnel actions come from Employee (HR11.1). Rather than changing information directly on Employee (HR11.1), use personnel actions to change the fields which display on one personnel action form.

To define personnel actions

Access Action (PA50.1).
In the Action field, type the code that represents the personnel action. Type the description of the code.
Select the Add form function.

Note: A topic is a code that refers to specific forms or subforms within Human Capital Management.
Select a topic. Topic E1 displays fields from Employee (HR11.1). Topics E2 through E8 display fields from the tabs of Employee (HR11.1). Topic UF displays user fields.
Select the Inquire form function. The data items for that topic appear in the Items to Select section of the form.
On the Select Items tab, type an X next to the item that you want included in the action.

Note: The order in which you select items and choose change will determine the order the fields display on the action. If you select all of the items at once and then choose change, they appear in alphabetical order.
Select the Change form function.
In the Setup tab, use the following guidelines to enter field values:

Status

Select the status of the personnel action code. 1 - Active, 2 - Inactive.

Use Workflow

If you use Infor Process Automation, select the value that indicates whether to initiate a workflow service.

Required Reasons

Type the minimum number of reason codes that is required for the personnel action code.

The maximum number of reason codes is 2, since personnel actions can hold up to 2 reason codes.

Default Reasons

Type up to 2 default reason codes for the personnel action code.

The reason codes that are selected here may be overridden.
On the Defaults tab, use the following guidelines to enter field values::

History Correction Method

Select the default method used to correct employee history audit files when a retroactive change is performed. At this point, you have the option of entering a value to override the company default set on Company (HR00). For more information, see the Infor Human Resources User Guide.

Update Benefits

Select whether you want the personnel action to update the employee benefits.

This value will default to the personnel actions entered using this code, but may be overridden.

Update Absence Management

Select whether you want the personnel action to update absence management for the employee.

This value will default to the personnel actions entered using this code, but may be overridden.

Update Required Deductions

Select whether you want the required deductions to be updated automatically.

This value will default to the personnel actions entered using this code, but may be overridden.
Select the Web tab to indicate whether the action is available on the web, and whether a manager has the ability to update actions immediately upon entry.
Select the Change form function.
To add data items from a different topic, select the action and repeat steps 4 through 7. Assign up to 36 items from any combination of topics to a personnel action.

Related reports and inquiries


To	Use
List defined personnel actions	Personnel Action Code Listing (PA250)