Administering Reclassification

This chapter provides an overview of reclassification and discusses how to:

Set up the reclassification process.
Process reclassification simulations.
Validate reclassifications.
Process career updates.

Understanding Reclassification

The objective of reclassification is to update career data with changes that stem from a change in the employee's grade and step.

The process determines which employees meet the criteria for reclassification and can access a new grade/step within a particular time frame either prior to the reclassification date or during the period between the reclassification date and the application administration date. The reclassification date is the effective date of the Reclassification table.

The reclassification process includes several steps:

Defining the reclassification conditions and procedures on the reclassification chart.
Simulating reclassification and saving the results in a temporary table.
Validating reclassifications, collectively or individually.
Inserting valid reclassifications into the employee records.

Setting Up the Reclassification Process

The reclassification process relies on the reclassification ID. This ID establishes which circumstances result in reclassification and the effects of the reclassification. This data is stored in the Reclassification table.

This section discusses how to:

Specify the grade, step, action, and reason required for reclassification.
Enter the criteria and requirements for reclassification.
Enter the grade and step after reclassification.

Pages Used to Set Up the Reclassification Process

Page Name	Object Name	Navigation	Usage
Reclassification General Info (reclassification general information)	FPMCONVTABL_PNL1	Workforce Administration, Collective Processes, Reclassify Employee FPS, Define Reclassification, Reclassification General Info	Specify the grade, step, action, and reason that are required for reclassification.
Reclassification Criteria	FPMCONVTABL_PNL2	Workforce Administration, Collective Processes, Reclassify Employee FPS, Define Reclassification, Reclassification Criteria	Enter the criteria and requirements before reclassification for each option in each grade and step that is affected.
Reclassification - New Grade	FPMCONVTABL_PNL3	Set Up HRMS, Product Related, Workforce Administration, Workforce Data FPS, Reclassification Table, Reclassification - New Grade Workforce Administration, Collective Processes, Reclassify Employee FPS, Define Reclassification, Reclassification - New Grade	Enter the grade and step after reclassification. Define the seniority correction formula.

Specifying the Grade, Step, Action, and Reason Required for Reclassification

Access the Reclassification General Info page.

Grade

Enter the value before reclassification.

Step

Enter the value before reclassification.

Serial Number

Enter the serial number if there are several possible reclassifications for the selected grade and step. The lowest serial number is assigned to the reclassification that is most beneficial to the employee. The system checks whether an employee meets the criteria for the lowest serial number. If criteria are not met, the system reviews the criteria for serial numbers in ascending order.

Order Date

Enter the date on which the government issued the order that defines the rules of the reclassification.

Action and Reason Code

Enter the action code and reason that qualify for the reclassification.

Entering the Requirements for Reclassification

Access the Reclassification Criteria page.

Actual Min Seniority

Specify the actual minimum seniority used to determine if an employee meets the criteria for reclassification.

The employee meets the criteria if his actual step seniority is higher than the Actual Min Seniority entered here.

Actual Max Seniority

Specify the actual maximum seniority used to determine if an employee meets the criteria for reclassification.

The employee meets the criteria if his actual step seniority is smaller than the Actual Max Seniority entered here.

Step Seniority

Specify the step seniority.

The employee meets the criteria if his step seniority is higher than the step seniority defined here.

Employment Date Before

Specify an employment date before date.

The employee meets the criteria if his hire date is greater than the employment date before date. This is based on the first effective date of the employee record.

Employment Date After

Specify an employment date after date.

The employee meets the criteria if his hire date is greater than the employment date after date.

Minimum Age

Specify a minimum age.

The employee meets the criteria if his age is greater than the minimum age entered here.

Minimum Rating

Specify a minimum rating.

The employee meets the criteria if he has a rating higher than the one defined here (based on the last employee review).

All conditions displayed on this page are optional.

Entering the Grade and Step After Reclassification

Access the Reclassification - New Grade page.

Grade

Enter the value after reclassification.

Step

Enter the value after reclassification.

Probationary Period

Select if required in the new grade.

Corrections - Seniority

After reclassification, the employee's seniority is corrected by applying this formula:

Step seniority after reclassification = step seniority before reclassification × multiplier + reduction in step duration in years, months, and days.

Multiplier

This is the factor applied to the seniority before reclassification to calculate the seniority after reclassification. Value is 1 when 100 percent seniority is retrieved, 0.5 when 50 percent is retrieved, and so on.

Bonus and Seniority

Enter the year/month/day for the bonus and seniority.

After reclassification, the step seniority that the employee acquired before the reclassification can be converted as follows:

Seniority after reclassification = (multiplier * seniority before) + bonus.

Processing Reclassification Simulations

This section provides an overview of the Reclassification Simulation process and discusses how to run the Reclassification Simulation process.

Understanding the Reclassification Simulation Process

The Reclassification Simulation SQR process (FPA700) works as follows:

The system calculates seniority.
The system selects each grade and step combination from the reclassification chart.

If the same grade and step combination has several reclassification options, each is identified by a serial number in the reclassification chart. These options are processed in ascending order.
The system selects employees whose data matches the reclassification requirements that are defined by the reclassification ID.

Requests and future actions are not considered.
If an employee has a succession of open-ended contracts, the reclassification period can cover several contracts.

Reclassification criteria are matched for the periods during which the employee was active.
If the employee meets all the reclassification conditions on the reclassification effective date reclassification occurs, and the system generates a new position in the temporary Career 2 table on the reclassification effective date.
If the employee does not meet the conditions on the effective date, but meets them by the application administrative date, the system checks to see if the criteria are met on the effective date of previous career rows.

The grade and step of the employee must be those that are defined in the criteria. If a row is retrieved, reclassification occurs on the move date. If no row is retrieved, reclassification occurs on the application administrative date.
When reclassification is simulated, identical career classifications (same grade and step, steps that are not terminated in Manage French Public Sector) with an effective date after the reclassification date are corrected.

The system generates a row with the same effective date and an increased serial number.
The values from the reclassification process are stored on the Career 2 table; old data on that table is overwritten.

Page Used to Process Reclassification Simulations

Page Name	Object Name	Navigation	Usage
Reclassification Simulation	RUNCTL_FPA700	Workforce Administration, Collective Processes, Reclassify Employee FPS, Reclassification Simulation	Run the reclassification simulation process.

Running the Reclassification Simulation Process

Access the Reclassification Simulation page.

Reclassification ID

Enter the reclassification ID to use for the process.

Conversion Effective Date

Select the conversion effective date. The process compares the reclassification criteria against the employee's data on this date to determine whether to reclassify the employee.

Application Admin. Date (application administration date)

Enter the application administration date. If an employee does not meet the reclassification criteria on the conversion effective date, the process checks to see if the employee meets the reclassification criteria by this date.

Validating Reclassifications

This section discusses how to validate reclassifications.

Page Used to Validate Reclassifications

Page Name	Object Name	Navigation	Usage
Reclassification Validation	FPAREGRADE_RAT_PNL	Workforce Administration, Collective Processes, Reclassify Employee FPS, Validate Reclassification	Validate the reclassification. The page displays employees’ career statuses before and after reclassification. To validate each employee reclassification, activate the flag in front of each reclassification that is to be applied. Or use the Validate All option to validate all listed employees and then manually clear those that you want to omit.

Page Name

Object Name

Navigation

Usage

Reclassification Validation

FPAREGRADE_RAT_PNL

Workforce Administration, Collective Processes, Reclassify Employee FPS, Validate Reclassification

Validate the reclassification.

The page displays employees’ career statuses before and after reclassification. To validate each employee reclassification, activate the flag in front of each reclassification that is to be applied. Or use the Validate All option to validate all listed employees and then manually clear those that you want to omit.

Processing Career Updates

This section discusses how to process career updates.

During the process (depending on the reclassification action code), the system checks the Action table to see if an order (individual or collective) must be created. If so, the system generates the order elements.

If the inserted row’s effective date precedes the effective date of a move that is already saved in Career, the retroactivity indicator (Retroactivity Flag) is generated. In this case, you must start retroactive processing once the reclassification processing ends.

Page Used to Process Career Updates

Page Name	Object Name	Navigation	Usage
Career Update	RUNCTL_FPA710	Workforce Administration, Collective Processes, Reclassify Employee FPS, Update Career, Career Update	Run the Reclassification Validation process (FPA710) to generate reclassification actions in the valid employee records. Note. Prior to running the Career Update process (FPA710), you must run the Reclassification Simulation process (FPA700) and validate reclassification online.

Page Name

Object Name

Navigation

Usage

Career Update

RUNCTL_FPA710

Workforce Administration, Collective Processes, Reclassify Employee FPS, Update Career, Career Update

Run the Reclassification Validation process (FPA710) to generate reclassification actions in the valid employee records.

Note. Prior to running the Career Update process (FPA710), you must run the Reclassification Simulation process (FPA700) and validate reclassification online.

Grade	Enter the value before reclassification.
Step	Enter the value before reclassification.
Serial Number	Enter the serial number if there are several possible reclassifications for the selected grade and step. The lowest serial number is assigned to the reclassification that is most beneficial to the employee. The system checks whether an employee meets the criteria for the lowest serial number. If criteria are not met, the system reviews the criteria for serial numbers in ascending order.
Order Date	Enter the date on which the government issued the order that defines the rules of the reclassification.
Action and Reason Code	Enter the action code and reason that qualify for the reclassification.

Actual Min Seniority	Specify the actual minimum seniority used to determine if an employee meets the criteria for reclassification. The employee meets the criteria if his actual step seniority is higher than the Actual Min Seniority entered here.
Actual Max Seniority	Specify the actual maximum seniority used to determine if an employee meets the criteria for reclassification. The employee meets the criteria if his actual step seniority is smaller than the Actual Max Seniority entered here.
Step Seniority	Specify the step seniority. The employee meets the criteria if his step seniority is higher than the step seniority defined here.
Employment Date Before	Specify an employment date before date. The employee meets the criteria if his hire date is greater than the employment date before date. This is based on the first effective date of the employee record.
Employment Date After	Specify an employment date after date. The employee meets the criteria if his hire date is greater than the employment date after date.
Minimum Age	Specify a minimum age. The employee meets the criteria if his age is greater than the minimum age entered here.
Minimum Rating	Specify a minimum rating. The employee meets the criteria if he has a rating higher than the one defined here (based on the last employee review).

Grade	Enter the value after reclassification.
Step	Enter the value after reclassification.
Probationary Period	Select if required in the new grade.
Corrections - Seniority	After reclassification, the employee's seniority is corrected by applying this formula: Step seniority after reclassification = step seniority before reclassification × multiplier + reduction in step duration in years, months, and days.
Multiplier	This is the factor applied to the seniority before reclassification to calculate the seniority after reclassification. Value is 1 when 100 percent seniority is retrieved, 0.5 when 50 percent is retrieved, and so on.
Bonus and Seniority	Enter the year/month/day for the bonus and seniority. After reclassification, the step seniority that the employee acquired before the reclassification can be converted as follows: Seniority after reclassification = (multiplier * seniority before) + bonus.

Reclassification ID	Enter the reclassification ID to use for the process.
Conversion Effective Date	Select the conversion effective date. The process compares the reclassification criteria against the employee's data on this date to determine whether to reclassify the employee.
Application Admin. Date (application administration date)	Enter the application administration date. If an employee does not meet the reclassification criteria on the conversion effective date, the process checks to see if the employee meets the reclassification criteria by this date.