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Human Resource Actions Processing (HRAP) Revised 8/11/08.

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1 Human Resource Actions Processing (HRAP) Revised 8/11/08

2 2Human Resource Actions Processing  Have fun and enjoy the opportunity to contribute to SBBC’s future success!  Turn off or silence cell phones and pagers  No email messages during class time  Keep side discussions to a minimum  Do not interrupt the person speaking  We will start, break, and end on time  Unanswered questions will be placed in the “Parking Lot” and answers will be distributed later Welcome and Ground Rules

3 3Human Resource Actions Processing Logistics Before we get started...

4 4Human Resource Actions Processing Concepts Demonstrations Exercises BRITE Classroom Materials (Let Me) (Tell Me) (Show Me)

5 5Human Resource Actions Processing At the end of this course, participants will be able to:  Navigate the HR Action Processor page within the BRITE portal  Display employee information using iViews  Create and maintain positions through position control actions  Maintain employee personnel information  Process one-time payments and supplements  Review and process termination of employees  Navigate the Universal Worklist  Maintain HR master data  Execute relevant reports Course Objectives

6 6Human Resource Actions Processing Table of Contents Human Resource Action Processor Overview  Key Terminology  HRAP Responsiblities  Preparing Your Computer  HRAP Navigation Screen 7-16 Navigating the Universal Worklist (UWL)  Accessing/Navigating the Home UWL o Task Tab  Notifications Tab (withdrawn items can be found here)  Tracking Tab 17 - 21 HRAP Navigation & Searching for an iForm  iForm execution and information  Three types of iForms  Navigating and Accessing the iForm 43 - 53 Search iForms & Review Withdrawn iforms  Search Processes  Reviewing notes on Withdrawn iForms  Search One-time Payment or Supplement Form 54 - 64 Position Control  Staffing Report (p. 66)  Create Position (p. 70)  Maintain Position (p.76)  Sick Leave Budget (p.80)  Delimit Sick Leave Budget (p. 85) 65 - 90 Action Processing – Employee Actions  Reassignment (p. 92)  Transfer (p.97)  Demotion (p. 103)  Change in Pay (p. 108)  Additional Position/Assignment (IT 554) (p. 114)  Working While on Leave (p. 119)  Return to Work (p. 124) 91 - 130 Other Payments  Types of Supplements  Creating a Supplement (p. 133)  Creating a One-time Payment (p. 137)  Delimit Supplement (p. 139)  Search One Time Payments and Supplements 131 - 143 Separation of Employment & Terminations  Separation of Employment (p. 146)  Termination (p.152) 144 – 157 Sample of an Administrator Approving an HR action  Home UWL  Approving a Form 158 – 160 Display & Maintain HR Master Data  Infotype Listing  Accessing SAP Access  PA 20 & PA 30 Navigation (Accessing an Infotype)  PA 20 IT0006 Display Address  Updating a Supplement (Recurring Payment) IT0014 o Update the cost assignment  Updating a One Time Payment (additional payment) IT0015 o Update the cost assignment  Creating an Object on Loan IT0040  Creating a Corporate Function IT0034 161 – 176

7 7Human Resource Actions Processing Unit One Human Resource Action Processor Overview

8 8Human Resource Actions Processing Key Terminology PortalA site that functions as a point of access to information on the web. SAP will be accessed through the BRITE portal. Interactive Form (iForm)An electronic form within SAP used to request an HR Action. Becomes part of employee’s record. (Adobe Acrobat Reader software required.) Forms must be accessed using a PC they do not functioning on a Mac. Human Resource Action Processor (HRAP) Replaces the ZPAF processor. The HRAP will initiate the iForms and access employee data. Employee Self-Service (ESS) Workplace for employees to view personal information and request changes. Business Intelligence (BI)Repository of SAP information for the purpose of reporting. iViewsSnapshot of specific pieces of employee information. Universal Worklist (UWL)Replaces former SAP inbox. The UWL contains the HR Actions requiring manager’s approval and/or any notifications of other actions pertaining to the manager’s employees. SAP 4.6bBroward’s legacy system that contains the history and data from 2001-2007. SAP ECCBroward’s Finance, Human Resource, Payroll and Professional Development System. Employee master data is maintained beginning 2008; however, some historical data was converted.

9 9Human Resource Actions Processing HRAP Responsibilities  Access employee data  Create and execute HR actions  Supplements, One-time payments, selected additional positions, & delimit supplements will be executed immediately upon administrator approval.  Use hard copy form to Delimit Additional Assignment  Manage worklist and view status of HR actions  Request new and/or change existing positions (PRF)  Reallocate employee cost to Sick Leave Budget  Generate reports  Be sure to have an HRAP back-up at your location  Keep apprised of latest/changing information posted on the BRITE web site or in Hot Topics located in the BRITE CAB Conference

10 10Human Resource Actions Processing Other HR Business Processes These other HR business processes are NOT changing at this time:  Leave of Absence, FMLA, Disability, etc.  Retirement  Submitting Declaration of Vacancy (DOV)  Pre-clearances  NEW – employee and HRAP will receive notification when processed in SAP These processes will be changing and the appropriate departments will notify locations with more detail:  Out of Field/Highly Qualified  New Reappointment Process

11 11Human Resource Actions Processing Preparing Your Computer  The iForms only work on a PC. They do not work on a Mac.  Contact Ken Zacharias regarding computer needs.  Validate your settings are accurate on your computer.  Documentation available on the ERP web site.  http://web.broward.k12.fl.us/erp/

12 12Human Resource Actions Processing HR Action Processor Navigation Screen 1 2 3a 3b

13 13Human Resource Actions Processing HR Action Processor Navigation Screen 1 2 Do not use this worklist.

14 14Human Resource Actions Processing HR Action Processor Navigation Screen Contd. 2 1 3

15 15Human Resource Actions Processing HR Action Processor: Navigating to SAP Access SAP Access Tab HRAP Tab SAP Easy Access Menu Reports Window

16 16Human Resource Actions Processing Knowledge Check What electronic tool will the HR Action Processor use to initiate HR Actions? A.Manager Self Service (MSS) B.Employee Self Service (ESS) C.Adobe Interactive Form D.Business Intelligence (BI)

17 17Human Resource Actions Processing Unit Two Navigating the Universal Worklist (UWL)

18 18Human Resource Actions Processing Navigating the Universal Worklist – Tasks 1 2 3 Do not use this section or the buttons.

19 19Human Resource Actions Processing Navigating the Universal Worklist - Notifications 4 5

20 20Human Resource Actions Processing Navigating the Worklist – Tracking 6 7

21 21Human Resource Actions Processing Knowledge Check Which tab in the Universal Worklist (UWL) shows everything you’ve processed and the status of each process? A.Tasks B.Alerts C.Notifications D.Tracking

22 22Human Resource Actions Processing Unit Three Employee iViews

23 23Human Resource Actions Processing HRAP iViews 0001Organizational Assignment 0002Personal Data 0006Address (Permanent) 0019Monitoring of Tasks 0022Education and Training 0040Objects on Loan (New!) 0041Date Specifications 0007 0008 2001 0105 Work Schedule Salary & Wage Types Absence Days (New) Communication 0795Certification (New!) 0796Duty Assignment (New!) 9003Out-of-field (New Look & Functionality! )

24 24Human Resource Actions Processing Detailed Navigation Screen 2 1 3

25 25Human Resource Actions Processing Employee iViews: Basic Employee Search 1 2 3 5 4

26 26Human Resource Actions Processing Employee iViews: Advanced Employee Search 1 2 4 6 3 5 1

27 27Human Resource Actions Processing Employee iViews: Overview 1 32

28 28Human Resource Actions Processing Employee iViews: Organizational Assignments 1 5 2 3 4

29 29Human Resource Actions Processing Employee iViews: Objects on Loan 1 2

30 30Human Resource Actions Processing Employee iViews: Personal Data 1 2

31 31Human Resource Actions Processing Employee iViews: Monitoring of Tasks 1

32 32Human Resource Actions Processing Employee iViews: Date Specifications 1

33 33Human Resource Actions Processing Employee iViews: Absence Days 23 1

34 34Human Resource Actions Processing Education Certifications

35 35Human Resource Actions Processing Duty Assignment Out of Field

36 36Human Resource Actions Processing Employee iViews: Salary Data 1

37 37Human Resource Actions Processing Employee iViews: Salary Wage Types 12

38 38Human Resource Actions Processing Employee iViews: Planned Working Time 1

39 39Human Resource Actions Processing Demonstration: Employee iViews Let’s view the employee information for Consuela Stone. Specifically, let’s look at the following iViews on the HR Action Processor tab:  General Data  Organizational Assignments  Personal Data  Education  Certifications  Wage Types

40 40Human Resource Actions Processing Exercise: Employee iViews You need to verify certain information for Michael Vernon. From the HR Action Processor tab, enter Michael’s personnel number from your data sheet and note the following:  General Data  Organizational Assignments  Personal Data

41 41Human Resource Actions Processing Congratulations! You should now be able to:  Perform a basic search for employees  Use the advanced search functionality to search for employees  Display employee information using iViews Lesson Summary

42 42Human Resource Actions Processing Knowledge Check To perform a basic employee search, which of the following values may be entered? A.Last name B.First name C.Personnel number D.Any of the above

43 43Human Resource Actions Processing Unit Four HRAP Navigation & Selecting an HR Form

44 44Human Resource Actions Processing HR Actions Process Flow Start HRAP Initiates HR Process Administrator Reviews HR Process in MSS Approve Department or Location Process is Executed in SAP Finish Notification HRAP & Employee receive notice action completed

45 45Human Resource Actions Processing Process Execution Actions executed immediately upon approval by Administrator:  Additional positions (with certain exceptions)  Supplements  One-time (additional) payments Executed after HRAP processes, Administrator receives notification  Separation of employment (voluntary, e.g., personal resignation) Actions executed by the appropriate department upon approval by Administrator (identified department) :  Remaining Additional positions (Staffing, Sub Central, HRIS)  Change in pay (HRIS)  Demotion (HRIS)  Reassignment (HRIS)  Transfer (HRIS)  Working while on leave (HRIS)  Return from leave (HRIS)  Create position (ABA, Grants)  Maintain position (ABA, Grants)  Sick leave budget (ABA, Grants)  Termination (involuntary, e.g., abandonment of position) (Staffing)

46 46Human Resource Actions Processing Interactive Forms (iForms) Position Request Forms (PRF) will be completed on-line iForms will be used to process HR Actions (replaces ZPAF) Attach required documents to the HR Action Supplements, One Time Payments & Separation of Employment Do not process on Mondays (Payroll locked) 10 minute window to complete the form Error message are displayed on the top of the form Each form will have a reference number, except the Position Request forms

47 47Human Resource Actions Processing Navigating the Work Overview 1 2 Minimize Maximize Close Window

48 48Human Resource Actions Processing Three Types of Interactive Forms 1 3 2

49 49Human Resource Actions Processing 1 3 4 5 Navigating an Interactive Form 2

50 50Human Resource Actions Processing 9 8 7 11 6 10 Navigating an Interactive Form Contd.

51 51Human Resource Actions Processing Accessing the HR Actions for an individual employee 1 2 4 3 A 5

52 52Human Resource Actions Processing Interactive Forms: Accessing the iForm 1 2 3 4 5

53 53Human Resource Actions Processing Interactive Form: Completed Process After you have submitted the form you will receive the above message and a reference number. Close out of the window by clicking the red “X” box. Interactive Form: Save as Draft After you have saved as draft, the message on the top will appear. Close out of the window by clicking the red “X” box.

54 54Human Resource Actions Processing Unit Five Search iForms & Review Withdrawn iForms

55 55Human Resource Actions Processing There are different ways to search for the iForms depending on the iForm.  Position Request Forms  Do not have a search functionality at this time.  HR Actions accessed using Start Processes  Use “Search Processes”  Other Payments  Search One Time/ Supplements  Not used by F&NS Interactive Forms: Search Processes

56 56Human Resource Actions Processing Interactive Forms: Search Processes 1 4 2 3

57 57Human Resource Actions Processing Interactive Forms: Search Processes Contd. 1 2

58 58Human Resource Actions Processing Interactive Forms: Search Processes Contd. 1 6 2 34 5

59 59Human Resource Actions Processing Interactive Forms: Withdrawn B CA

60 60Human Resource Actions Processing Interactive Forms: Withdrawn form 1 4 2 3

61 61Human Resource Actions Processing 1 Interactive Forms: Withdrawn 3 2 45

62 62Human Resource Actions Processing Interactive Forms: Withdrawn 5 Scroll down the form to the comment section.

63 63Human Resource Actions Processing Other Payments: Search One Time/Supplements 1 23

64 64Human Resource Actions Processing Other Payments: Search One Time/Supplements 4 5 6

65 65Human Resource Actions Processing Unit Six Actions Processing – Position Control

66 66Human Resource Actions Processing Position Control: Staffing Report 1 3 4 2

67 67Human Resource Actions Processing Position Control: Staffing Report 5 6 7 8 4

68 68Human Resource Actions Processing Position Control: Staffing Report 9 10

69 69Human Resource Actions Processing Demo & Exercise: Staffing Report Let’s run the Staffing Report with the following variables:  Object ID (Org Unit) – 61241000  Reporting Period – Today  All Positions  Sort Options – Org unit/title

70 70Human Resource Actions Processing Position Control: Create Position Start HRAP Initiates Position Creation Process Administrator Reviews Position in MSS Approve Budget/ABA/ Grants Dept Processes Position in SAP Finish HRAP Receives notification Position Created/ Changed

71 71Human Resource Actions Processing Position Control: Create Position 1 2a 3 2b 4 5

72 72Human Resource Actions Processing Position Control: Create Position Contd. 5 6

73 73Human Resource Actions Processing Position Control: Create Position Contd. 8 10 7 9

74 74Human Resource Actions Processing Simulation: Create Position Let’s request a new position using the Adobe Interactive Form for:  Teacher Aide – Instructional – Elementary  Nob Hill Elementary  Effective July 1, 2008

75 75Human Resource Actions Processing Demo & Exercise: Create Position Let’s request a new position using the Adobe Interactive Form for:  Teacher Aide – Instructional – Elementary  Job ID 15910092  Nob Hill Elementary  Org unit # 62671000.  Effective July 1, 2008

76 76Human Resource Actions Processing Position Control: Maintain Position Finish Notification HRAP receives notice action completed Start HRAP Initiates Position Change Process Administrator Reviews Position Change in MSS Approve Budget/ABA/ Grant Office Processes Position Change in SAP

77 77Human Resource Actions Processing Position Control: Change Position 1 3 2 4

78 78Human Resource Actions Processing 5 6 Position Control: Change Position Contd. 7 8

79 79Human Resource Actions Processing Position Control: Change Position Contd. 9 10

80 80Human Resource Actions Processing Position Control: Sick Leave Budget Start HRAP Initiates Sick Leave Budget Request Process Administrator Reviews Sick Leave Budget Request in MSS Approve Budget/ABA/ Grants Office Processes Sick Leave Budget Request in SAP Finish Notification HRAP receives notice action completed

81 81Human Resource Actions Processing Position Control: Sick Leave Budget 1 2

82 82Human Resource Actions Processing Position Control: Sick Leave Budget Contd. 3 4

83 83Human Resource Actions Processing Position Control: Sick Leave Budget Contd. 5 6

84 84Human Resource Actions Processing Demo & Exercise: Sick Leave Budget Let’s request the position for Donna Miller be coded to the District Sick Leave Budget:  Effective Date – 05/15/2008  Sick Leave Budget Processor – Budget  Cost Center – 2200097320  Pct – 100.00  Fund – 1000  Functional Area – 8201729160000000  Overstaff – No  New Comment – Employee on FMLA

85 85Human Resource Actions Processing Position Control: Sick Leave Budget – Delimit Start HRAP Initiates Sick Leave Budget Delimit Request Administrator Reviews Sick Leave Budget Request in MSS Approve Budget/ABA/ Grants Office Processes Sick Leave Budget Request in SAP Finish Notification HRAP receives notice action completed

86 86Human Resource Actions Processing Position Control: Sick Leave Budget – Delimit 2 1

87 87Human Resource Actions Processing Position Control: Sick Leave Budget – Delimit

88 88Human Resource Actions Processing Position Control: Sick Leave Budget – Delimit 3 4

89 89Human Resource Actions Processing Congratulations! You should now be able to perform the following position control actions:  Execute the Staffing Report to verify positions  Create and maintain positions  Place an employee on the District’s Sick Leave Budget  Remove an employee from the District’s Sick Leave Budget Lesson Summary

90 90Human Resource Actions Processing Knowledge Check Prior to submitting a Position Request – Create form, you should first run the Staffing Report. A.True B.False

91 91Human Resource Actions Processing Unit Seven Actions Processing – Employee Actions

92 92Human Resource Actions Processing Personnel Actions: Reassignment Start HRAP Initiates Reassignment Process Administrator Reviews Reassignment in MSS Approve HRIS Processes Reassignment in SAP Reassignment within an Organization Unit Finish Notification HRAP receives notice action completed

93 93Human Resource Actions Processing Personnel Actions: Reassignment 3 1 2

94 94Human Resource Actions Processing Personnel Actions: Reassignment 4

95 95Human Resource Actions Processing Personnel Actions: Reassignment

96 96Human Resource Actions Processing Personnel Actions: Reassignment 5 6

97 97Human Resource Actions Processing Personnel Actions: Transfer Transfer between Organization Units Start Releasing HRAP Initiates Transfer Process Receiving HRAP Receives and Adds Transfer Information Approve HRIS Processes Transfer in SAP Administrator Reviews Transfer in MSS Finish Notification HRAP receives notice action completed

98 98Human Resource Actions Processing Personnel Actions: Transfer 1 3 2

99 99Human Resource Actions Processing Personnel Actions: Transfer 4

100 100Human Resource Actions Processing Personnel Actions: Transfer

101 101Human Resource Actions Processing Personnel Actions: Transfer 5 7 6

102 102Human Resource Actions Processing Demo & Exercise: Transfer Let’s request that Consuela Stone be transferred from her current position and school to a new position and school:  New Org Unit – 63861000  Date of Transfer – 08/05/2008  Position – 80110581  Reason for Transfer – Regular/Lateral Transfer  Payroll Area – Bi-Weekly AA  Work Schedule – 7.5H Mon-Fri  %age – 100.00

103 103Human Resource Actions Processing Personnel Actions: Demotion Start HRAP Initiates Demotion Process Administrator Reviews Demotion in MSS Approve HRIS Processes Demotion in SAP Finish Notification HRAP receives notice action completed

104 104Human Resource Actions Processing Personnel Actions: Demotion 3 1 2

105 105Human Resource Actions Processing Personnel Actions: Demotion Contd. 4

106 106Human Resource Actions Processing Personnel Actions: Demotion Contd.

107 107Human Resource Actions Processing Personnel Actions: Demotion Contd. 5 7 6

108 108Human Resource Actions Processing Personnel Actions: Change in Pay Start HRAP Initiates Change in Pay Process Administrator Reviews Change in Pay in MSS Approve HRIS Processes Change in Pay in SAP Finish Notification HRAP receives notice action completed

109 109Human Resource Actions Processing Personnel Actions: Change in Pay 2 1

110 110Human Resource Actions Processing Personnel Actions: Change in Pay Contd. 3

111 111Human Resource Actions Processing Personnel Actions: Change in Pay Contd.

112 112Human Resource Actions Processing Personnel Actions: Change in Pay Contd. 4 6 5

113 113Human Resource Actions Processing Demo & Exercise: Change in Pay Let’s request a Change in Pay for Eva Garcia:  Date of Change in Pay – 08/05/2008  Reason – Hours/percent change  Payroll Area – Bi-Weekly AA  Work Schedule – 7.5H Mon-Fri  %age – 80.00

114 114Human Resource Actions Processing Personnel Actions: Additional Position/Assignment (554) Start HRAP Initiates Additional Position Process Administrator Reviews Additional Position in MSS Approve Finish Location or Staffing/HRIS Additional Position Processed in SAP Finish Notification HRAP receives notice action completed

115 115Human Resource Actions Processing Personnel Actions: Additional Position 1 3 2 Position TextOrganizational Unit Text 4

116 116Human Resource Actions Processing Personnel Actions: Additional Position Contd. 6 5

117 117Human Resource Actions Processing Personnel Actions: Additional Position Contd. 7 8

118 118Human Resource Actions Processing Demo & Exercise: Additional Position Let’s request an Additional Position for Lillian May:  Position – 80116537  Start Date – 09/29/2008  Reason for Secondary Position – Days Beyond (Inst)  Additional Position Text – Tutoring

119 119Human Resource Actions Processing Personnel Actions: Working While on Leave Start HRAP Initiates Working While on Leave Process Administrator Reviews Working While on Leave Request in MSS Approve HRIS or Staffing Processes Working While on Leave Request in SAP Finish Notification HRAP receives notice action completed

120 120Human Resource Actions Processing Personnel Actions: Working While on Leave 1 43 2

121 121Human Resource Actions Processing Personnel Actions: Working While on Leave Contd. 5

122 122Human Resource Actions Processing Personnel Actions: Working While on Leave Contd.

123 123Human Resource Actions Processing Personnel Actions: Working While on Leave Contd. 6 7

124 124Human Resource Actions Processing Personnel Actions: Return to Work Start HRAP Initiates Return to Work Process Administrator Reviews Return to Work Request in MSS Approve HRIS Processes Return to Work Request in SAP Finish Notification HRAP receives notice action completed

125 125Human Resource Actions Processing Personnel Actions: Return to Work 2 1 3

126 126Human Resource Actions Processing Personnel Actions: Return to Work 4

127 127Human Resource Actions Processing Personnel Actions: Return to Work 4

128 128Human Resource Actions Processing Personnel Actions: Return to Work 5 6

129 129Human Resource Actions Processing Congratulations! You should now be able to process the following personnel actions:  Reassign to another position within the organizational unit  Transfer to another organizational unit  Demote to a position of lower grade or level/step  Change pay  Assign an additional position  Initiate working while on leave  Return to work Lesson Summary

130 130Human Resource Actions Processing Knowledge Check Which process form allows you to move an employee from one position to another within your own org unit? A.Additional Position B.Transfer C.Reassignment D.Change in Pay

131 131Human Resource Actions Processing Unit Eight Actions Processing – Other Payments

132 132Human Resource Actions Processing Other Payments: Types of Supplements SpecificNon-SpecificAthletic Specific Supplements are authorized through an employee’s bargaining unit contract. The annual amounts are set by contract and may not be changed. If the supplement is to be paid by another org unit (e.g., student activities), use their org unit and cost information. Information entered in the Comment field should include information specific to the record. Refer to Policy 6210. Employees may not hold more than two supplemental positions without prior approval. A non-specific supplement is a supplement for additional task assignments performed beyond the employee’s regular work hours. The range of payment is specified by employee contract. Approval must be completed, prior to creating supplement. Attach the signed area/budget approval documentation to the action. Athletic supplements are date- driven by the athletic calendar and paid by contract negotiation. High school coaches, etc. receive two payments per sport. Middle school coaches receive one payment per sport. Coaches may hold only one coaching position per season. Athletic Directors must relinquish their supplement during the season if they wish to receive a supplement for coaching. Information entered in the Comment field should include information specific to the record.

133 133Human Resource Actions Processing Start HRAP Initiates Supplement Payment Process Administrator Reviews Payment Request in MSS Approve Location Supplement Payment Processed in SAP Finish Other Payments: Supplements (not grant funded) Finish Notification HRAP receives notice action completed

134 134Human Resource Actions Processing 2 69732000 Other Payments: Supplements 1

135 135Human Resource Actions Processing Other Payments: Supplements Contd. 4 3 4 4 5

136 136Human Resource Actions Processing Demo & Exercise: Specific Supplements Let’s request a specific supplement for Lillian May:  Cost Center – 63861000  Wage Type – 8H34 (Chairperson – Language Arts)  Amount – 62.40  Start Date – 07/01/2008  End Date – 12/31/99  Reason – 02 (Academic)  Cost Center – 3258338610  Fund – 1000  Functional Area – 5801000000000000  Comment – Chairperson (8 on team)

137 137Human Resource Actions Processing Other Payments: One-time Payments Start HRAP Initiates One- time Payment Process Administrator Reviews Payment Request in MSS Approve Location One-time Payment Processed in SAP Finish Notification HRAP receives notice action completed

138 138Human Resource Actions Processing Other Payments: One-time Payments 1 2 34

139 139Human Resource Actions Processing Start HRAP Initiates Delimit Process Administrator Reviews Delimit Request in MSS Approve Location Delimit Supplement Processed in SAP Finish Other Payments: Delimit Supplements Finish Notification HRAP receives notice action completed

140 140Human Resource Actions Processing Other Payments: Delimit Supplements 1 2 3 4 5 6

141 141Human Resource Actions Processing Other Payments: One-Time Payment Contd. 44 4 4 11 8 12 9 10

142 142Human Resource Actions Processing Congratulations! You should now be able to process the following other payment actions:  Supplements – specific, non-specific, and athletic  One-time payments  Delimit supplements  Delimit additional positions – Coming Soon!  Search one-time/supplements Lesson Summary

143 143Human Resource Actions Processing Knowledge Check Athletic, specific, and non-specific supplements may be submitted at the same time on one form. A.True B.False

144 144Human Resource Actions Processing Unit Nine Actions Processing – Separation of Employment & Terminations

145 145Human Resource Actions Processing Separation of Employment & Termination Types Termination Executed by the Staffing Departments Employee is terminated due to disciplinary action, performance, abandonment of position, etc. Separation of Employment Executed by the HR Action Processor Employee submits voluntary resignation letter to HR Action Processor at location

146 146Human Resource Actions Processing Separation of Employment: Initiated by HRAP Start HRAP Initiates the Separation of Employment Process HRAP Receives & Executes Termination Process Location Termination is Processed in SAP Administrator Receives Notification of Termination in MSS Finish Notification HRAP & Employee receives notice action completed

147 147Human Resource Actions Processing Separation of Employment: Initiated by HRAP

148 148Human Resource Actions Processing Separation of Employment: Initiated by HRAP 1 Enter the effective date of the resignation. e.g., if the last day worked is 9/3/08 then the effective date will be 9/4/08. DO NOT ENTER THE LAST DAY WORKED.

149 149Human Resource Actions Processing Separation of Employment: Initiated by HRAP

150 150Human Resource Actions Processing Separation of Employment: Initiated by HRAP 2 3

151 151Human Resource Actions Processing Demo & Exercise: Separation of Employment Let’s submit the Separation of Employment form for Donna Miller and attach a copy of her resignation letter:  Last Day Worked – today’s date  Reason – Personal Reasons

152 152Human Resource Actions Processing Termination: Involuntary Start HRAP Initiates Termination Process Administrator Reviews Termination in MSS Approve Staffing Processes Termination in Background Finish Notification HRAP & Employee receives notice action completed

153 153Human Resource Actions Processing Termination: Initiated by HRAP

154 154Human Resource Actions Processing Termination: Initiated by HRAP 1

155 155Human Resource Actions Processing Termination: Initiated by HRAP 2 3

156 156Human Resource Actions Processing Congratulations! You should now be able to perform the following termination actions:  Separation of employment – initiated through ESS  Separation of employment – initiated by the HR Actions Processor (HRAP)  Termination – abandonment of position Lesson Summary

157 157Human Resource Actions Processing Knowledge Check The Administrator must approve the Separation of Employment form before the system is updated. A.True B.False

158 158Human Resource Actions Processing Unit Ten Sample of Approving an HR Action

159 159Human Resource Actions Processing Administrator – Approve HR Actions 1 Do not use these buttons 4 2 3

160 160Human Resource Actions Processing Administrator – Approve HR Actions 3

161 161Human Resource Actions Processing Unit Eleven Display & Maintain HR Master Data

162 162Human Resource Actions Processing Personnel Data Infotypes 0001Organizational Assignment 0002Personal Data 0006Addresses 0016Contract Elements 0019Monitoring of Tasks 0021Family/Related Person 0022Education and Training 0024Qualifications 0025Appraisal 0028SBBC Security and Exams 0033SBBC Experience Years 0034Corporate Function (New!) 0040Objects on Loan (New!) 0041Date Specifications 0077Additional Personal Data 0105Communication 0302Additional Actions 0554Hourly Rate per Assignment 0795Certification (New!) 0796Duty Assignment (New!) 9001Inservice (New Look!) 9003Out-of-field (New Look & Functionality! ) 9010Board Agenda 9011Reappointment (New!) 9020Exit Interview (New!) 9023Previous Employers – Work Exp Credit (New Functionality!)

163 163Human Resource Actions Processing PA20 & 30: Display & Maintain HR Master Data 1 2 3

164 164Human Resource Actions Processing PA20 & 30: Navigation 1 2 4 3 5 6

165 165Human Resource Actions Processing PA20: HR Master Data – Display Address 1 2 5 3 4

166 166Human Resource Actions Processing Infotype 0014: Recurring Payments/Deductions 2 1 3 1234 Joe Apple

167 167Human Resource Actions Processing Infotype 0014: Recurring Payments/Deductions 4 6 7 5

168 168Human Resource Actions Processing Infotype 0014: Recurring Payments/Deductions: Cost Assignment 6 1 2 3 4 5

169 169Human Resource Actions Processing 2 1 1234 Joe Apple Infotype 0015: Additional Payments 3

170 170Human Resource Actions Processing Infotype 0015: Additional Payments 1 4 6 7 5

171 171Human Resource Actions Processing Infotype 0015: Additional Payments: Cost Assignment 2 3 4 5 6

172 172Human Resource Actions Processing Infotype 0040: Objects on Loan 1 2 3 4 5

173 173Human Resource Actions Processing Infotype 0034: Corporate Function 1 2 3

174 174Human Resource Actions Processing Demo & Exercise: Objects on Loan Let’s add a new object on loan for Donna Miller:  Start date – today’s date  To date – 12/31/9999  Object on loan – 12 (ID Badge)  Number/unit – 1 Pieces  Loan object no. – 08195

175 175Human Resource Actions Processing Congratulations! You should now be able to maintain HR master data using PA30 for the following areas:  Correct supplements  Correct one-time (additional) payments  Update objects on loan  Update corporate function Lesson Summary

176 176Human Resource Actions Processing Knowledge Check You should use PA30 to display employee master data. A.True B.False

177 177Human Resource Actions Processing Unit Eleven Summary

178 178Human Resource Actions Processing Congratulations! You should now be able to:  Navigate the HR Action Processor page within the BRITE portal  Display employee information using iViews  Create and maintain positions through position control actions  Maintain employee personnel information  Process one-time payments and supplements  Review and process termination of employees  Navigate the Universal Worklist  Maintain HR master data  Execute relevant reports Course Summary

179 179Human Resource Actions Processing Next Steps… Complete the following:  Course evaluation  Quia Quiz  Course appraisal online via ESS


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