Employee inquiry tasks

Task	Definition
Alternate Pay Rates	Lists the employee's alternate pay rates as of the current system date. A pay rate has a stop date that is later than the system date and a start date that is earlier than or equal to the system date. This task shows each rate along with these corresponding information: currency effective date pay code process level department position job
Benefit Handbook	Allows employees to view the company's benefits handbook.
Benefit Plan Descriptions	Lists details about the company's benefit plans.
Competency Profile (Credentials)	Lists competency and certification requirements by job or position. For each requirement, the system shows the employee's current status. Employees and managers can view the competency profile. Managers can update competency data. If the employee has work restrictions, then there is a link to Work Restrictions and Accommodations (PA15.2).
Contract Balances	Lists base and supplemental contracts assigned to the employee contract year. The employee can view the individual assignment details. The employee can also calculate a year-to-date balance for selected contract assignments.
Current Benefits	Lists the employee's benefits. The employee's current benefits and pay frequency is used to determine the employee's out of pocket benefit expenses. The employee can filter the list by an effective date. By default, the system date is used as the effective date. A current benefit has a stop date that is not earlier than the effective date and a start date that is earlier than or equal to the effective date. The Coverage column shows a figure related to the benefit type. This task shows annual contributions as: pretax aftertax company This task does not show flex dollars.
Job Profile	Lists information related to an employee's job (for example, department, location, hire date).
Jobs Applied For	Lists all job openings for which an employee has applied. If an employee is associated with a job requisition, then that requisition and the date on which the employee applied is displayed along with additional requisition detail.
Leave Balances	Leave Balances shows the employee's time off balances. If you are using Absence Management (LP), then this task shows LP balance details. Otherwise, it shows Time Accrual (TA) balance details.
Multiple Jobs/Positions	Lists all jobs or positions for the employee, along with these information: effective date process level department pay rate other related details The employee can filter the list by an effective date. By default, the system date is used as the effective date. A job or position has a stop date that is not earlier than the effective date and a start date that is earlier than or equal to the effective date.
Organization Chart	Lists the company's structure. Included are the employee's name title photo (optional) Users can click a level to expand or collapse it.
Pay Checks	Allows employees to view their pay history (for example, payments, payment detail, automatic deposit distributions). Payments are listed by descending date. Employees can select a specific payment and view year-to-date information in a check stub format. The Paycheck task shows two formats based on the currency code on the record. There is the Canadian format and another format for all other countries that is based on United States' requirements. If the user accesses this task from the Year-to-Date link, then only the payments for the selected year are displayed. Company deductions are listed only if you set them up to print on Employee Payments or Deductions (PR05.1). Tax deductions show the taxable wage amount.
India Pay Checks	Allows India employees to view their pay history (for example, payments, payment detail, and other India-specific pay stub information). Payments are listed by descending date. Employees can select a specific payment and view year-to-date information in a pay stub format. Company deductions are listed only if you set them up to show on the payslip using C605.1.
Pay Rate History	Allows employees to view pay rate history, including effective date, new rate, annualized rate, percent change, and currency for all pay changes.
Payment Modeling	Employees can hypothetically calculate new net or gross payments based on changes to: pay rate tax exemptions other variables
Personal Profile	Lists personal profile information such as: social number birth date gender marital status
Phone Book	Lists phone numbers and other contact information for the company's employees. You can search the phone book by first name, last name, or process level.
Policy Manual	Allows employees to view the company's employee handbook.
Print Time Entry	Lists an employee's time card data for a specified date range.
	Lists specific education, licenses, and certifications for physicians and nurses. Professional Profile (Credentials) Professional Profile (Credentials)The employee can view their own professional profile. Managers can view their employees' professional profiles. This task only applies to the health-care industry.
Review History	Lists the employee's performance review history details such as: dates type reviewer rating
Savings Plan Modeling	Allows employees to select various factors and graph scenarios for their 401(k) or similar retirement plan. Employees can compare various savings contributions and the resulting ending balances. The employee can graph contributions.
Spending Accounts	Lists these employee's details: flexible spending account enrollment account contributions reimbursements by plan and plan year
Stock Options	Allows employees to view these details: stock option grants shares due to expire in the next 12 months history of options to exercise investment information
Training Tasks	Lists required training courses and tracks. It also shows scheduled and completed training.
Year to Date	Lists wage, deduction, and other payment totals for a calendar year.

Alternate Pay Rates

Lists the employee's alternate pay rates as of the current system date.

A pay rate has a stop date that is later than the system date and a start date that is earlier than or equal to the system date.

This task shows each rate along with these corresponding information:

currency
effective date
pay code
process level
department
position
job

Benefit Handbook

Allows employees to view the company's benefits handbook.

Benefit Plan Descriptions

Lists details about the company's benefit plans.

Competency Profile (Credentials)

Lists competency and certification requirements by job or position. For each requirement, the system shows the employee's current status.

Employees and managers can view the competency profile. Managers can update competency data.

If the employee has work restrictions, then there is a link to Work Restrictions and Accommodations (PA15.2).

Contract Balances

Lists base and supplemental contracts assigned to the employee contract year.

The employee can view the individual assignment details. The employee can also calculate a year-to-date balance for selected contract assignments.

Current Benefits

Lists the employee's benefits. The employee's current benefits and pay frequency is used to determine the employee's out of pocket benefit expenses.

The employee can filter the list by an effective date. By default, the system date is used as the effective date. A current benefit has a stop date that is not earlier than the effective date and a start date that is earlier than or equal to the effective date.

The Coverage column shows a figure related to the benefit type.

This task shows annual contributions as:

pretax
aftertax
company

This task does not show flex dollars.

Job Profile

Lists information related to an employee's job (for example, department, location, hire date).

Jobs Applied For

Lists all job openings for which an employee has applied.

If an employee is associated with a job requisition, then that requisition and the date on which the employee applied is displayed along with additional requisition detail.

Leave Balances

Leave Balances shows the employee's time off balances. If you are using Absence Management (LP), then this task shows LP balance details. Otherwise, it shows Time Accrual (TA) balance details.

Multiple Jobs/Positions

Lists all jobs or positions for the employee, along with these information:

effective date
process level
department
pay rate
other related details

The employee can filter the list by an effective date. By default, the system date is used as the effective date. A job or position has a stop date that is not earlier than the effective date and a start date that is earlier than or equal to the effective date.

Organization Chart

Lists the company's structure. Included are the employee's

name
title
photo (optional)

Users can click a level to expand or collapse it.

Pay Checks

Allows employees to view their pay history (for example, payments, payment detail, automatic deposit distributions). Payments are listed by descending date.

Employees can select a specific payment and view year-to-date information in a check stub format.

The Paycheck task shows two formats based on the currency code on the record. There is the Canadian format and another format for all other countries that is based on United States' requirements.

If the user accesses this task from the Year-to-Date link, then only the payments for the selected year are displayed.

Company deductions are listed only if you set them up to print on Employee Payments or Deductions (PR05.1).

Tax deductions show the taxable wage amount.

India Pay Checks

Allows India employees to view their pay history (for example, payments, payment detail, and other India-specific pay stub information). Payments are listed by descending date.

Employees can select a specific payment and view year-to-date information in a pay stub format.

Company deductions are listed only if you set them up to show on the payslip using C605.1.

Pay Rate History

Allows employees to view pay rate history, including effective date, new rate, annualized rate, percent change, and currency for all pay changes.

Payment Modeling

Employees can hypothetically calculate new net or gross payments based on changes to:

pay rate
tax exemptions
other variables

Personal Profile

Lists personal profile information such as:

social number
birth date
gender
marital status

Phone Book

Lists phone numbers and other contact information for the company's employees.

You can search the phone book by first name, last name, or process level.

Policy Manual

Allows employees to view the company's employee handbook.

Print Time Entry

Lists an employee's time card data for a specified date range.

Lists specific education, licenses, and certifications for physicians and nurses. Professional Profile (Credentials)

Professional Profile (Credentials)The employee can view their own professional profile. Managers can view their employees' professional profiles.

This task only applies to the health-care industry.

Review History

Lists the employee's performance review history details such as:

dates
type
reviewer
rating

Savings Plan Modeling

Allows employees to select various factors and graph scenarios for their 401(k) or similar retirement plan.

Employees can compare various savings contributions and the resulting ending balances. The employee can graph contributions.

Spending Accounts

Lists these employee's details:

flexible spending account enrollment
account contributions
reimbursements by plan and plan year

Stock Options

Allows employees to view these details:

stock option grants
shares due to expire in the next 12 months
history of options to exercise
investment information

Training Tasks

Lists required training courses and tracks. It also shows scheduled and completed training.

Year to Date

Lists wage, deduction, and other payment totals for a calendar year.