This chapter provides an overview of hiring U.S. federal government employees and discusses how to:
Add an employment instance.
Enter education information.
Assign employees to positions.
Hire job applicants.
Add concurrent jobs.
Print appointment affidavits and preliminary employment data forms.
This diagram shows the process for hiring U.S. federal government employees:
Hiring U.S. Federal Government Employees
Use the Add Employment Instance USF component to enter federal employment data for hiring an existing person of interest (POI) or contingent worker (CWR) as a federal employee. You also use this component to create additional appointments for existing federal employees.
See Adding a Person.
The pages that are included in the PAR process store specific information and contain links to supplemental pages that provide further details. The following table lists four components:
Component |
Navigation Path |
When to Use |
Add Employment Instance USF |
Workforce Administration, Job Information, Add Employment Instance USF |
To create a federal employment instance using an existing person of interest (POI) or contingent worker (CWR) data. If a person is already an existing employee, this component will increment the employment record number to accommodate the new federal job. |
Supervisor Request |
Workforce Administration, Job Information, Supervisor Request USF |
See Tracking and Routing a PAR Through Reviews and Completion. |
Cancel Personnel Action |
Workforce Administration, Job Information, Cancel Personnel Action USF |
See Canceling or Correcting a Personnel Action Request. This component is used when a cancellation (NOA 001) personnel action is necessary. |
Correct Personnel Action |
Workforce Administration, Job Information, Correct Personnel Action USF |
See Canceling or Correcting a Personnel Action Request. This component is used when a correction (NOA 002) personnel action is necessary. |
Enter personal information, employment information, job data, compensation, job earnings distribution information, and benefit program choices. You must enter this information before you can perform any other human resource tasks in PeopleSoft Enterprise Human Resources. Because many of the fields on these pages are required, enter information in all the pages before saving your entries.
See Also
Understanding the Administering PAR System
Understanding Template-Based Hires
Transaction#/Sequence |
Set by default to 1/1—the correct numbers for new employees. Your agency can use these numbers to track both the individual transactions for this employee and the multiple administrative actions that occur on the same day. This field controls the order in which actions are processed internally and the order in which they are output across interfaces. After you save a request, the system automatically increments it by one for each new action effective on the same day. If human resources personnel perform a correction of the original hire request, the correction's assigned value is 1/2 (1 is the transaction number for this particular action for this employee on this day and 2 is the sequence number for any correction of this action for this employee on this day). |
PAR Status (Personnel Action Request status) |
References the status of this request within the PAR request/approval process. On the Data Control page, this field is set by default to PRO (Processed by HR). If you choose to save with this (PRO) status, the personnel action information is saved and applied as its “finalized” state. The value that remains after you leave this page is the displayed status on other pages within the component. |
NOA Code (nature of action code) |
The Federal numerical code that applies to this personnel action. |
OK |
Click to close this page. |
This section provides an overview of adding an employment instance and discusses how to:
Enter information for the employment instance.
Enter PAR remarks.
Enter job tracking information.
Enter employee personal information.
Enter birth information.
Enter address information.
Enter veteran information.
Enter marital information.
Enter education details.
Enter job information.
Specify benefit programs.
Enter retirement data.
Track information for employees on assignment.
Enter NFC job information.
Enter position information.
Enter employee compensation information.
Enter additional compensation information.
View pay rate and compensation calculations.
View job earnings distributions.
Enter current and historical employment information.
Enter expiration dates.
Enter appointment limits.
Enter additional employment information.
Track probation dates.
Track nonpay status information.
Enter financial disclosure information.
View Component Interface exceptions.
The following diagram shows the process flow of hiring an employee:
Process flow for adding Federal employment instances
Use the Core HR component “Add Person” as a common starting point for initially entering contingent workers and persons of interest. If your organization allows employees to hold more than one job, use the Concurrent Hire component to enter new jobs for employees who already have one or more jobs. The component consists of the Data Control, Job, Position, Compensation, Employment 1, and Employment 2 pages.
If an employee has more than one job, you may want to designate one job as primary and others as secondary. The primary job designation is used for government reporting.
Before you can add multiple jobs for your workforce, you must:
Select the Multiple Jobs Allowed check box in PeopleTools.
Update user security so that users have access to the menu options they'll need.
See Also
Adding a Person in PeopleSoft Human Resources
Setting Up and Working with Group Definitions
See Also
Increasing the Workforce Through Templates and Job Applicants
Access the Add Employment Instance USF page.
Use this component if you have already entered information about a person, for example, in the Add a Person component.
Enter a Person ID and click the Add the Relationship link to create a federal employment instance for a person of interest or to create a concurrent job for an existing federal employee.
See Working with Search/Match.
Access the Data Control page.
Actual Effective Date |
Enter the actual effective date, which is used as the default effective date of the action throughout the system. If necessary, change this to reflect the effective date of the new employment instance. When working on other pages, these dates are unavailable, so if you need to change the effective date, return to the Data Control page. |
Proposed Effective Date |
This field is populated by default with the date that is entered in the Actual Effective Date field. Human resources personnel processing a request have final authority on when the action becomes effective, and they will enter the official actual effective date, but the proposed effective date will remain unchanged. |
Override NFC Indicator |
Select this check box to override the value in the NFC Update Indicator field. |
Not to Exceed Date |
(Optional) Enter the ending date of a temporary action (for example, the date a temporary job expires). |
NFC Indicator |
Status of the transaction in relation to NFC, as maintained by the user or system. Options include Not Ready, Ready, In Process, SINQ, and Other:
|
Action |
The default value for this field depends on whether the employment instance is for a new employee or is based on existing data for a current employee, person of interest, or contingent worker. |
Reason Code |
A default reason code may display in this field. Otherwise, enter the reason code for this employment instance, such as new position, temporary assignment, or trainee. Note. For agency-to-agency transfers, the request may be submitted by both agencies, and the action and reason for each agency's request depends on whether the employee is arriving or leaving. If the employee is arriving, process the action as a hire. When an employee transfers into your agency from another agency, the action is Hire and the reason is Transfer From (another agency). When an employee transfers out of your agency to another agency, the action is Terminate and the reason is Transfer To (another agency). |
Contact Emplid (contact employee ID) |
Enter the employee ID of the person to contact with any questions regarding the hire. |
Authority (1) and Authority (2) |
Select the appropriate legal authority for this NOA code. This field is usually reserved for use by human resources specialists. PeopleSoft provides a list of common legal authority codes and descriptions as provided by the US Office of Personnel Management. |
PAR Request # (PAR request number) |
(Optional) Enter a PAR request number for each employee request after you save this request. This field is for your agency's information only. |
PAR Remarks |
Click to view or enter comments specific to this position or employee situation. |
Tracking Data |
Click to view or enter job-tracking information. |
Award Data |
This link is active only for award and bonus personnel actions. |
Validate Edits |
Initiates online regulatory edits for this PAR row. Edits should be triggered after all hire information is entered. Note. Validation is an optional step. |
Process Monitor |
Click this link to monitor the status of the validation batch job. |
View/Edit Errors |
View regulatory edit errors resulting from the validation process. Correct any errors and validate the transaction again. |
GPPA Website |
Click this link to open the Personnel Documentation page of the Office of Personnel Management website (http://www.opm.gov/feddata/gppa/gppa.asp). |
Access the PAR Remarks page.
Remark CD (remark code) |
Select from the list of descriptions, conditions, and comments about this position or employee action. The remarks that you select appear in the comments box. Edit them as necessary. |
Insertion Required |
If this remark needs employee-specific information, this check box is selected. The default settings for this box are defined with the codes on the PAR Remarks Table page. |
See (USF) Setting Up Human Resources Management Tables.
Access the Job Tracking Info page.
Action Taken |
Displays the date that the action request was entered. |
Action Dt Ovrd (action date override) |
Select to make the Action Taken field available for entry so that you can change the action date. |
Override Operator Emplid (override operator employee ID) |
(Optional) Select this check box when an administrative assistant, for example, enters data on behalf of a supervisor. |
Emplid of Tracking Row (employee ID of tracking row) |
When the Override Operator Emplid check box is selected, this field becomes available for entry. Enter the ID of the person actually performing the data entry. |
NFC Authentication Date |
The Authentication Date is the NFC equivalent of the PAR Approved/Signed action date. The date when the PAR status is updated to the Approved/Signed status is displayed in this field by default, but you can change the field entry. The primary purpose of the field is to provide the approval date printed on the employees personnel action standard forms. |
Access the Personal Data page.
Note. If a person already exists in the system, as a contingent worker for example, default field entries are displayed in some fields on the Personal Data page when you access it through the Add Employment Instance USF component.
EmplID |
When you create a concurrent job, or an employment instance for a person of interest or contingent worker, the previously assigned Person ID is displayed. |
Effective Date |
The effective date for all of the pages in this group box is set by default to the effective date that is entered on the Data Control page. Change the effective date by returning to the Data Control page. |
Gender |
Indicate the employee’s gender. |
Citizenship Status |
Select the appropriate citizenship status. |
Draft Status |
(Optional) Select a draft status. |
Ethnic Group |
Select the employee’s ethnic group. Values are based on U.S. Federal Equal Employment Opportunity (EEO) ethnic categories. Use ethnic group information to compile the establishment’s Affirmative Action (AA) plan and to generate several EEO reports. |
Date of Birth |
Enter the employee’s date of birth. If you do not enter a birth date, a warning message appears when you save the record. Although this field isn’t required for the Administering Workforce business process, the system uses the date in some benefit and payroll tasks to calculate an employee’s age. If you do not have the birth date currently, after you acknowledge the message, you can continue entering information. However, it is recommended that you enter the information later. |
Date of Death |
Skip this field when hiring an employee. |
Disability Code |
Select the disability code from the list, or if none, select the value No Handicap. |
Date Entitled to Medicare |
(Optional) Enter the date the employee is entitled to Medicare. |
Country |
Many countries have unique name formats. Select the country with the name format you want to use for this person. When you move out of this field, the system displays the appropriate fields for the country you entered. |
Type/Description |
Enter the corresponding type/description of the employee’s national ID. |
National ID |
Enter the employee's Social Security Number. |
Additional Birth Info |
Click to access the Addl Birth Info page and enter the employee's birth information. |
Mailing Information |
Click to access the Address Information page and enter home and mailing address information. |
Personal Phone Numbers |
Click to access the Personal Phone Numbers page and enter employee phone, fax, cellular, and other numbers. |
Veterans Info (veterans information) |
Click to access the Veterans Info page and enter veterans information. |
Marital Info (marital information) |
Click to access the Marital Status page and enter marital information. |
Education Details |
Click to access the Education Details page and enter information about the employee's education. |
See Also
Requesting Terminations Due to Death
(USA) Meeting Regulatory Requirements for the United States
PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base Benefits
Access the Addl Birth Info page.
Birth Location |
Enter the name of the city. |
Birth State |
Select the birth state. |
Birth Country |
Select the birth country. |
Access the Address Information page.
Select the country and then click Edit Address. Fill out the address fields on the page that appears and click OK. The address information appears in the Address field.
Geo Location (geographic location) |
Geographic location code for state/country, city, and county for the residence address. This is prompted from the Geographic Location table. |
State/County Code |
State/County code of the check mailing address. |
City Code |
City code of the check mailing address. |
Designated Agt (designated agent) |
Identifies the person designated in the employee's agency to whom the employee's check is mailed. This is prompted from the Designated Agent table. |
Access the Veterans Info page.
Veterans Preference |
Select the veteran’s hiring preference that applies. For information about preference guidelines refer to the U.S. Office of Personnel Management’s Vets Info Guide. |
Veterans Status |
Select the veteran’s status. |
Uniformed Service |
Select the type of uniformed service in which this veteran served. |
Military Separation Status |
Select the veteran's military separation status. |
Military Grade |
Select the veteran’s military grade. |
Military Service Start Date and End Date |
Enter the veteran’s military service start and end dates. |
Reserve Category |
Select the employee’s reserve category, or select Not Applicable. |
Creditable Military Service |
Enter the creditable military service. |
Notify Military Pay Center |
Select to notify the military pay center. |
Veterans Preference RIF (veterans preference reduction in force) |
Select to indicate the employee is eligible for veteran’s preference in instances of Reductions In Force. See the U.S. Office of Personnel Management’s Vets Info Guide for more information. |
Military Service Verified |
Select if you have received verification of service. |
Disabled Veteran |
Select if the veteran is disabled. |
Access the Marital Status page.
Marital Status |
Select the person's marital status. |
Marital Status Date |
Enter the date on which this status took effect. |
Access the Education Details page.
Note. The Education Details page link is active only during the hiring process. A new profile is created for each new Federal hire when hiring information is saved and in a PRO (processed) PAR status. For existing employees, you update education information in the employee's profile.
Degree |
Select the degree earned or expected for the employee. Degrees are defined in the content catalog that is part of the Manage Profiles business process. |
Year Earned/Expected |
Enter the year the degree was earned or is expected to be earned if the employee has not graduated. |
GPA (grade point average) |
Enter the employee’s grade point average from the school. |
Graduated |
Select if the employee has graduated. |
Major Code |
Select the major code for the degree earned or being earned. Define major codes on the Major Table. |
Major |
Enter a major if there is not a code for it. |
School Code |
Select the code designating the school the employee graduated from or currently attends. Define school codes on the School Table page. |
School |
Enter a school if there is not a code for it. |
State |
Enter the state where the school is located. |
Country |
Select the country where the school is located. |
Minority Institution |
Select if the employee attended or attends a designated minority institution. |
Credit Hours |
Enter the credit hours earned either upon completion or to this point if not complete. |
Hours Type |
Select the hours type. Values are: Continuing Education, Other Pay, Quarter Hours, and Semester Hours. |
See Setting Up the Content Catalog.
Access the Job page.
Many values on this page are set by default from values you entered earlier on the Data Control page. If necessary, you can override most of these defaults.
Action Type |
Set by default depending on the type of employment instance you are creating. |
Position |
Select a position. When you move out of this field, the system completes position-related fields with default data from the Add/Update Position Info component if the Manage Positions business process is being used. Job code, agency, subagency, business unit, department, and location all are set by default to position management data. In addition, the system inserts a default value in the Supervisor's ID and Reports to Position fields on the Employment 2 page if these are entered when setting up the position. If you've associated agencies with departments on the Department page, the system enters the agency code on the Job page and the field is unavailable for entry. It also enters default values on the Position page for the Pay Periods/Year, Employee Type, Holiday Schedule (which you define in the Pay Group table), and Pay Group fields (which you associate with a position in the Add/Update Position Info component in the Organizational Development, Position Management, Maintain Positions/Budgets menu). On the Position page, the system enters the standard hours that correspond to the job code. If you've associated them with the job code on the Job Code page, the system also enters the pay plan/table/grade, and compensation frequency on the Compensation page. In addition, on the Compensation page, the system enters the grade/step entry (date), which is the date the employee was first assigned to the grade and step. The Position Number, Hire Date, and Position Override fields are discussed in Hiring Employees Into Positions. |
Position Management Record |
Selected by default if updates to the Position Management record exist. For an initial employment instance (for a new hire), the check box is cleared, as the new hire would not have information to update. If your organization uses the Manage Positions business process and this position were updated, the check box would be selected. The option then would be to select the Position Override check box to make changes to position data that are otherwise locked in by the position data record. |
Job Code |
If you are not using the Manage Positions business process, enter the job code. Otherwise, the job code is derived from the value established in the Add/Update Position Info component. |
Position Override |
Select to change any of the position-related fields, such as the Job Code, Department, Agency, and Sub-agency. PeopleSoft Enterprise Human Resources issues a warning message if you assign an employee to a position that has already been filled by another employee or if a new employee appointment exceeds the maximum head count for that position. Note. After you have assigned an employee to a position, you must maintain all employee data manually while the employee is assigned to this position in the system. The system won’t update position data automatically for the employee when position information is changed. |
Agency, Sub-Agency, Business Unit, Department, and Location |
Select the ID types for these fields individually. If the position management hiring process is used, the system enters default values when the Position ID is selected. |
Transferred From Agency |
If the reason code entered on the Data Control page was Transfer, select the agency from which the employee is transferring. Note. Not valid for a concurrent assignment. |
Transferred To Agency |
This is not a valid field in the hiring process. This field is used primarily in other types of PAR requests. It becomes active based on the action and reason code entered on the Data Control page. Note. Not valid for a concurrent assignment. |
Tax Location |
Derived from the department-tax location relationship established on the Department page. You can also select the tax location for this person. |
See Also
(USF) Processing Personnel Action Requests
Defining Personnel Actions and Reasons
Access the Benefits/FEHB Data page.
Benefit Record Number |
Benefit record number is used to group several jobs together for benefit purposes. A benefit record number can be assigned to multiple employee record numbers. If the new job entitles the employee to a new set of concurrent benefits, you should use a new benefit record number. If the job does not entitle the employee to new benefits, you should use an existing benefit record number. Each benefit record number must have a designated primary job. The primary job is used to process the benefit information. |
BAS Group ID (benefits administration system group ID) |
(Optional) Enter a BAS group ID. |
Benefit Program |
Enter a benefit program. This is a required field for all PAR transactions. |
FEHB Eligibility (federal employees health benefits eligibility) |
Select the appropriate option to indicate the FEHB eligibility. If you select Not Eligible, the FEHB Date field becomes available for entry. This typically applies to temporary employees. |
FEHB Date (federal employees health benefits date) |
Enter the date that the employee is eligible for FEHB. |
Elig Fld 1–9 (eligibility field 1–9) |
These fields further define an employee’s benefits eligibility. Each agency determines its own use of these fields. Contact the agency’s Personnel Policy Officials for instruction using these fields. |
FEHB Coverage |
NFC health benefits enrollment status. Valid entries include: Enrolled, Ineligible, Waived, Elig Pending, Cancelled, Court Order-Enrolled, Court Order-Elig Pending, Court Order-Self Only - Pend. The default value for new hires is Eligible Pending. |
Project Sick Leave Usage Dt (Projected Sick Leave Usage Date) |
Records the NFC-computed date through which unused sick leave would have carried the employee, if the sick leave had been used. This date is entered only for retirement, death and preliminary disability actions. It is used only for part time employees with uncommon tours of duty and for employees whose tours were changed from part time to full time within 180 days of the effective date of the personnel action. |
Access the FEGLI/Retirement/FICA page.
FEGLI
FEGLI Code (federal employees group life insurance code) |
Enter the FEGLI code. |
Post 65 Basic Life Reduction |
Select the employee's post-65 basic life reduction coverage. |
Living Benefits and Coverage Amount |
Use these fields only when selecting living benefits (not during the hiring process). |
Retirement
Retirement Plan |
Select the employee's retirement plan. In addition to the retirement plans used for submission to Central Personnel Data File (CPDF), PeopleSoft supplies the following codes that you may use for documentation purposes only: |
Code |
Explanation |
7 |
For foreign national employees exempt from retirement and from social security and Medicare tax deductions. |
8 |
U.S. Court of Veterans Appeals without election of survivor annuity benefits. Code is for use by the judges of the U.S. Court of Veterans Appeals only. |
9 |
U.S. Court of Veterans Appeals with election of survivor annuity benefits. Code is for use by the judges of the U.S. Court of Veterans Appeals only. |
A |
Article III judges and justices. |
B |
Bankruptcy judges and justices under the Judicial Retirement System. |
S |
U.S. Claims Court Judges Retirement System. |
V |
Clerks/magistrates (CSRS). |
U |
Bankruptcy judges (full FICA/partial CSRS). |
Y |
Bankruptcy judges (full FICA/full CSRS). |
FERS Coverage (Federal Employees Retirement System coverage) |
Select the employee's FERS coverage. |
Previous Retirement Coverage |
Select the employee's previous retirement coverage. |
Annuitant Indicator |
Select the employee’s annuitant indicator. |
Annuity Commencement Date |
If a new employee is a reemployed annuitant, enter the annuity commencement date. |
CSRS Frozen Service (Civil Service Retirement System frozen service) |
Enter the total years and months of civilian and military service that is creditable in a CSRS component of a FERS employee, or, in the case of a CSRS offset employee, the service that would be included in a CSRS component if the employee ever becomes covered by FERS. |
FICA Status-Employee
FICA Status-Employee |
Indicate whether the employee is exempt, subject, or subject to Medicare only. |
NFC Military Service Deposit
Survivor Election |
Indicates if the employee elected the survivor option. |
Post-56 Military Deposit |
Indicates if the employee paid post-1956 military deposit. |
Part Time, After April 7, 1986 |
Indicates if the employee has any part-time service after April 7, 1986. |
FERS Disability/SSA Benefits |
Indicates if a FERS employee applying for disability retirement has also applied for social security benefits. |
Administrative Fees |
Indicates if the agency has to pay OPM a 9-percent or 15-percent administrative fee. |
Deduction Refund Received |
Indicates if the employee is receiving retirement payments based on military service. |
Military Retired Pay Recipient |
Indicates if the employee previously received a retirement refund. |
Military Waiver Received |
Indicates a military waiver was received declining military pay. |
See Also
Requesting Terminations Due to Death
PeopleSoft Human Resources 9.0 PeopleBook: Manage Base Benefits
Access the Detail Assignment page.
GVT Detail Position Number (government detail position number) |
Select the employee's detail position number. |
GVT Detail Bargaining Unit (government detail bargaining unit) |
Select the employee's detail bargaining unit. |
GVT Detail Union Code (government detail union code) |
Select the employee's detail union code. |
Access the NFC Job Information page.
Job Information
Previous Sub-Agency |
Enter the previous sub-agency when the employee moves to another sub-agency within the same Department. |
Classification Action Code |
Provides a method for processing a classification and personnel action at the same time. Used for reassignments, promotions or change to a lower grade. |
Retained Occup Function (retained occupational functional classification) |
Records the occupational functional classification corresponding to an employee's retained occupational series. This field is required only if the series specified as the retained occupational series is one for which OPM requires an occupational functional classification. |
Retained Occup Series (retained occupational series) |
Records the occupational series on which an employee's salary is to be based when that series is not the series of the position the employee held immediately before being placed on grade retention. This would occur, for example, when an employee was returned to an unexpired period of grade retention at the end of a temporary promotion. |
Benefits
LI Coverage Amt (In Thousands) (life insurance coverage amount (in thousands) |
The amount of basic life insurance coverage for an employee who is covered under the Federal Employees Group Life Insurance (FEGLI) plan. Complete this field only if one or more of the following conditions are met:
|
TSP Eligibility |
Specify the type of eligibility for the employee to participate in the Federal Thrift Savings Plan (TSP) for FERS, CSRS, or Offset employees. |
Payroll
Annual Leave Category |
Select the code that identifies the annual leave earning status in the NFC payroll system. If the employee is eligible to earn annual leave, the code represents the appropriate earning category. |
Leave Earning Status |
Select the check box to identify employees who are entitled to leave accruals for the first and last pay period of employment in the NFC payroll system. |
Salary Share Code |
Identifies the source, in addition to the the agency, that contributes to paying the employee's salary. |
Annual Leave 45-Day Indicator |
Select the check box to identify employees who are stationed at an overseas foreign post of duty and are entitled to carry forward from one leave year to another a maximum annual leave accumulation of 45 days. |
COLA/Post Differential |
Select the option that identifies the type of cost of living allowance (COLA) or post differential, in addition to the base salary, that the employee is entitled to receive. |
Special Employee Pay Code |
Identifies the employee as belonging to a special category of pay processing not accommodated in any other part of the NFC payroll/personnel system. This code enables certain operations to be performed which would not otherwise be applicable to this type of employee. |
Wage Board Shift Rate |
Enter the rate that NFC uses to compute pay for the varied shift time reported on the T&A for wage system employees. |
Quarters Deduction Code |
Select the code to identify the type of quarters deduction for the employee. |
Quarters Deduction Amount |
The monetary amount that is to be deducted through NFC payroll, either per day or per pay period, from the salary of an employee who is being furnished quarters, utilities, or other in kind allowances. |
Note. The information entered on this page is for NFC reporting purposes only. Benefit or payroll information that is entered on this page is not integrated with PeopleSoft Enterprise benefit or payroll applications.
Access the Position page.
LEO Position (law enforcement officer position) |
If this is a law enforcement officer position, a value appears from the Job Code page. |
SF-113G Ceiling |
If this position is reportable for the SF-113G ceiling, select this check box. |
POI (personnel office identifier) |
Set by default from the Add/Update Position Info component or the Job Code page. |
Regular Shift |
If the employee is working shifts, select the appropriate shift. |
Shift Rate/Factor |
Define the shift rate/factor only if the shift differential is specified at the employee level. |
Pay Group |
(Required) A value appears here if you defined one on the Position Data page. Otherwise, select a pay group. |
Pay Frequency |
Set by default from the Pay Group page. |
Work Period |
Select the time period in which employees must complete the standard hours. The system uses the annualization factor of the standard work period, in combination with the standard hours, to calculate FTE (full-time equivalency). |
Holiday Schedule |
If you linked an established holiday schedule on the Pay Group page, it appears here. |
Employee Type |
Depends on the pay group and is set by default from the Pay Group page. If an employee type doesn’t exist for this pay group, establish one on the Pay Group page or enter one here. |
Employee Classification |
Provides another method of grouping employees. |
Reg/Temp (regular/temporary) |
Indicate whether the new hire is a regular or temporary employee. The Manage Base Benefits business process of PeopleSoft Enterprise Human Resources uses this value when determining eligibility requirements. |
Supervisor Level |
If the employee is in a supervisory position, this value is set by default from the Position Data page. |
Type Appt (type of appointment) |
Enter the employee's type of appointment, such as Career (Competitive Service Permanent), Limited, Executive, or Schedule A - C. |
Posn Occupied (position occupied) |
This field identifies the type of appointment which can occupy the position. Values are Competitive, Excepted Senior Executive Service (SES) Career Reserved and SES General. This is a CPDF reported field. |
Work Schedule |
Set by default from the Add/Update Position Info – Description page. |
FLSA Status (Fair Labor Standards Act status) |
Set by default from the position data on the Job Code page. |
Adds to FTE Actual Count (adds to the full-time equivalency actual count) |
Select to include this employee's job when processing FTE edits for budgeting purposes. |
Standard Hours |
The field is populated by default with the standard hours for the agency as specified in the Installation tables. You can change this information manually. |
FTE (full-time equivalency) |
The percentage of full-time the employee should normally work in this job. The system calculates this value based on the standard hours entry for this job and the standard work period. However, you can override the system-calculated FTE and enter a new value less than 1.0. |
See Also
Setting Up and Working with Frequencies
Access the Compensation page.
Note. Multiple Components of Pay, Derivation of Rates, and related features are not currently supported by PeopleSoft Enterprise Human Resources USF functionality.
Many values on this page are set by default from values you entered in the Department and Job Code fields on the Job page. Override these values if necessary.
Pay Rate Determinant |
Select a pay rate determinant. |
Pay Plan/Table/Grade |
Select the pay plan, table, and grade. |
Step |
Assign the correct step for the employee. Note. For certain Pay Rate Determinants this is not an option and the field does not accept data. |
Step Entry Date |
The effective date of the request for this action. If the Multi-Step/Grade check box is selected on the Installation table and you select a step on this page, the system automatically enters the base pay for that step. |
Rtnd PP/Table/Grade (retained pay plan/table/grade) |
There are several instances where retained grade or pay is authorized based on prior federal experience within the employing agency or at another federal agency. After selecting the appropriate pay rate determinant (for example, Retained Grade-Diff Posn), you can enter information in this field. |
Step and Grade Entry Date |
Enter the step and the date the employee was first assigned to the grade and step. |
Base Pay |
If you are using partial or full position management, a value is set by default here based on your prior assignment in the Step field. A GM pay plan position is the exception to this rule. Because the GM pay plan has no steps, you must enter the base pay amount. If you selected the Position Override check box on the Job page, you may also enter a base pay amount for a position with steps. This is appropriate in cases where the base pay amount is beyond the step 10 level. Enter the base pay amount based on the compensation frequency period indicated. For example, if the frequency period is one month, the base pay entered would be the pay earned for one month. The system calculates and displays the value in the Loc/LEO Adjustment (if appropriate) and Total Pay fields after you have provided the compensation data. |
Adjusted Base Pay |
The system calculates and displays the adjusted base pay by applying the Loc/LEO adjustments to the employee’s base pay. This field is used for pay limits computation of the locality pay. |
Compensation Frequency |
Set by default from the Job Code page; override if necessary. |
Annuity Offset Amount |
If the employee is an annuitant, enter a CSRS annuity offset amount. |
FEGLI Base |
The system calculates the FEGLI base rate. Select the Benefit Base Override check box to override this default and then enter a new amount. |
Other Pay Information |
Click to access the Other Pay Information page and enter compensation that employees receive that’s in addition to base pay. |
Expected Pay |
Click to access the Expected Pay page and view the various pay rate and compensation calculations the system calculates and displays based on the base pay and compensation frequency that you enter on this page. |
Accounting Info |
Click to access the Accounting Information page and view a summary of the employee's job earnings distribution. |
If you selected the Multi-currency check box on the Installation table and entered the base pay in a different currency from your base currency, the system converts the rates to the base currency and compares them with the ranges specified for this salary grade in the Salary Grade table. If the rates exceed the salary range, a warning message appears.
Default Values for Employment Data
After you enter job and position data, pay information is populated by default on the Compensation page. If you associated pay plans with job codes, the Pay Plan field is populated by default from the data in the Job Code table. The Grade field is populated by default from the Job Code page. After the values in the Pay Plan and Grade fields appear, the system also displays the Grade Entry Date field, which is the date the employee first joined the grade. When a value is entered in the Step field, the value in the Step Entry Date field populates by default. You can override these values if you choose.
The system verifies any combinations of pay plans and grades that you select. If the combination doesn’t exist, a warning message appears.
Access the Other Pay Information page.
Earnings Code |
Select the code for the additional pay type, such as automobile and beeper allowances. The system issues a warning indicating that the earnings code may be applicable to pay limits, at which time the employee’s earnings calculation within payroll may be reduced. |
Note. A message appears when you enter premium pay that is subject to a pay limit. During payroll calculation, if the premium earnings plus adjusted base pay exceed the pay limit, the premium pay is reduced.
Access the Expected Pay page.
Change Percent |
Displays information regarding a percent change when new rows are inserted that change the base salary amounts. |
Base Pay |
Based on the base pay and compensation frequency you enter, the system calculates and displays the hourly, daily, biweekly, monthly, and annual rates for this employee. |
With Locality/LEO Adjustment |
The system calculates the same base pay figures using the locality/LEO adjustment listed at the top of the page. |
Total Other/Premium Pay |
The total of annual expected pay for the items you entered on the Other Pay Information page. |
Total Pay |
The system calculates total pay by summing the annual pay with the locality/LEO adjustment and the total other/premium pay contributions. |
Note. The Rate Change Amount and Rate Change Percent fields are used when awarding increases (not for new hires).
If expected pay exceeds the pay cap, a message appears at the bottom of the page warning that the pay cap has been reached and pay was reduced.
Note. In the case of an employee that is subject to reaching a pay cap/limit, the compensation rate is displayed correctly, however, the change amount and change percent are displayed differently depending on whether you view this information on the USF Compensation Data – Expected Pay page or on the commercial compensation pages.
Understanding Expected Pay and Quoted Pay Within PeopleSoft Human Resources Management for U.S. Federal Government
The difference between expected pay and quoted pay occurs as a result of the conversion factors used when comparing yearly and hourly pay rates on the Pay Plan page in the Pay Plan Table component and the Expected Pay Rate page.
Rather than using the hourly conversion factor of 2080, as is often used as a business calculation factor, the U.S. federal government uses 2087.
The Expected Pay page calculates the daily, biweekly, monthly, and annual rates using the base pay amount from the Compensation page. These figures are based on the hourly conversion factor you set for the pay plan on the Pay Plan table, typically 2087.
It also breaks out into separate columns the pay into base pay (no locality, no adjustments), pay with locality, and LEO pay. Total other/premium pay is also calculated based on the amounts entered on the Other Pay Information page. So, as a result of using 2087 in these calculations, the estimated quoted pay on the Compensation page is slightly higher than what the federal employee actually receives in a year.
These two fields for expected and quoted pay may not match. The procedures that the federal government has for deannualizing and reannualizing quoted compensation rates are the cause of the difference. To deannualize a quoted rate of pay (convert to hourly), you divide the quoted rate of pay by 2087. To reannualize a quoted rate of pay to determine the expected pay, you multiply the derived hourly rate by the employee's scheduled weekly tour of duty and then multiply that by 52 weeks.
Following are two examples:
Example 1
Full-time employee (40 hours per week) with quoted rate of 41,740 USD per year.
Quoted rate = 41,740 USD.
Hourly rate = quoted rate/2087 hours = 41,740 USD/2087 hours = 20 USD/hour.
Expected pay = hourly rate × standard weekly tour × 52 weeks = 20 USD/hour × 40 hours/week × 52 weeks = 41,600 USD.
Difference between quoted and expected pay on an annual basis = 140 USD.
Example 2
Part-time Employee (20 hours per week) with quoted rate of 41,740 USD per year
Quoted rate = 41,740 USD.
Hourly rate = quoted rate/2087 hours = 41,740 USD/2087 hours = 20 USD/hour.
Expected pay = hourly rate × standard weekly tour × 52 Weeks = 20 USD/hour × 20 hours/week × 52 weeks = 20,800 USD.
Difference between quoted and expected pay on an annual basis = 20,940 USD.
See Also
(USF) Processing Personnel Action Requests
Access the Accounting Information page.
Job Earnings Distribution |
Select the appropriate option to indicate the job earnings distribution frequency: by hours, by percent, or not at all. When you select the By Hours or By Percent options, the GL Pay Type and Account Code fields are unavailable for entry. Use the scroll bar to distribute earnings among departments. If you select the By Hours option, then enter the hours to be distributed to each department in the Standard Hours field corresponding to each department entered. If you select the By Percent option, enter a percentage corresponding to each department in the Percent of Distribution field. Percentages must total 100 percent and must equal the value in the Standard Hours field. |
Compensation Rate |
The annual salary, including the locality and LEO adjustments. |
Standard Hours |
Set by default from the Job Code page. |
GL Pay Type (general ledger pay type) |
Enter the GL pay type that has been established by your agency. |
Account Code |
Indicate the type of account to which the earnings will be charged. |
Business Unit, Department, Job Code, Position, and Shift |
Select the business unit, department, job code, position, and shift to which to charge the earnings. |
Earn Code (earnings code) |
Specify the earnings code. This will default to the Regular Earnings code defined on the Paygroup Table. |
Hours |
If you select the By Hours option, then specify how many hours will be charged to the corresponding earnings code. |
Percent of Distribution |
If you select the By Percent option, enter the percent to be charged to the corresponding earnings code. |
Access the Employment 1 page.
Many values on this page are set by default from values entered in the Department and Job Code fields on the Job page. When adding an employment instance, the system populates most of the dates on this page with the effective date of the action. These dates are used later in various ways to calculate the employee's service time. Override these values as necessary.
If at a later date you change the status of an employee's employment, depending on the administrative action you select in the Job Data pages, the system will display the rehire date.
The Separation Date field is display-only, and shows the date that the employee left employment.
EOD Dt (entered on duty) |
Reflects the effective date of the hire request after you save the request. This date is distinct from the SCD dates in that it describes when the employee started federal employment with the employing agency; it does not reflect total federal service involving the employee's total career. |
Hire NTE Dt (hire not to exceed date) |
Set by default from the Not to Exceed Date field on the Data Control page. In the case of a temporary hire, it designates the length of time the temporary employment can last. |
Mand Retire Date (mandatory retirement date) |
If applicable, enter the employee's mandatory retirement date. |
Exp Dates (expiration dates) |
Click to access the Expiration Dates page and enter expiration dates for temporary promotions, position changes, sabbaticals, or detail assignments. |
Next Review Dt (next review date) |
Enter the next review date. This date, while informational only, can serve as a tickler date for employee performance review. |
Appt Data (appointment data) |
Click to access the Appointment Info page and enter appointment limits. |
Service Computation Dates
Leave |
Enter the service computation date for beginning the employee's leave computation. |
Retire |
Enter the service computation date for beginning the employee's retirement computation. |
RIF (reduction in force) |
Enter the computation date for establishing the employee's RIF position. |
TSP (thrift savings plan) |
Enter the computation date for beginning the employee's thrift savings plan eligibility computation. |
LEO (law enforcement officer) |
Enter the computation date for beginning the employee's law enforcement officer retirement computation. |
Sev Pay (severance pay) |
Enter the service computation date for establishing the employee's severance pay computation. |
Service Conversion Dates
Conv Begin Date (conversion begin date), Career Conv Date (career conversion date), and Career Cond Conv Date (career-conditional conversion date) |
Enter the conversion begin date, the career conversion date, and the career-conditional conversion date. If the employee is hired using a career-conditional appointment, the conversion begin date is the effective date of the hire. Upon completion of the three-year period, the personnel office processes a PAR converting the employee to a career appointment and enters that effective date in the Career Conv Date field. If the employee was hired under a temporary appointment, the conversion begin date is the effective date of the hire. When the personnel office processes a PAR to convert the temporary employee to a permanent employee with a conversion to career conditional competitive appointment, the Career-Cond Conv Dt field is the effective date for that transaction. |
Within-Grade Increase Data
WGI Status (within-grade increase status) |
Enter the WGI status, such as (none), Approved, Waiting, Denied, N/A, or Postponed. For a new employee, the default value is Waiting. Created is an option for WGI status, which is reserved for the automatic WGI process. Do not change this online, as the WGI process won’t select it unless the status is Waiting or Approved. |
Non Pay Hours WGI and Intermittent Days Worked |
Leave these informational fields blank at hire. After running the WGI/Tenure Update process for leave without pay and processing a PAR, update the Non Pay Hours WGI field with nonpay hours from the WGI/Tenure Update report. Note. The WGI/Tenure Update process is a North American Payroll process specific to U.S. Federal government customers. |
Last Increase Dt (last increase date), WGI Due Date, and LEI Date (last equivalent increase date) |
The system automatically enters the last increase date, LEI date, and WGI due date. For certain actions, the WGI Due Date field is set by default to the pay period begin date based on the pay calendar tables that your organization has established. For WGI due date calculation, it is imperative that you set up your pay calendars for this year, plus three years in advance of the current year. For example, if the current year is 1999, then your pay calendars need to be set up for 1999, 2000, 2001, and 2002. If you enter a date that isn’t the beginning of a pay calendar, the system displays a message suggesting valid pay calendar begin dates into which your date falls. If the system suggests a date of January 1, 1899, this indicates that your pay calendars do not exist. See your implementation project manager about creating additional pay calendars. After running the WGI/Tenure Update process for leave without pay and processing a PAR, update the WGI Due Date field with the extended due date from the WGI/Tenure Update report. |
See Also
(USF) Processing Automatic Actions for Probation, Tenure, and WGIs
Access the Expiration Dates page.
The following fields, which are updated by the user, are informational only.
Temporary Promotion |
Enter the temporary promotion date. |
Temporary Position Change |
Enter the temporary position change expiration date. |
Sabbatical |
Enter the sabbatical expiration date. |
Detail |
Enter the detail assignment expiration date. |
Access the Appointment Info page.
Nature of Action Code, Current Appointment Auth #1 (current appointment authorize #1), and Current Appointment Auth #2 (current appointment authorize #2) |
CPDF reportable fields maintained to reflect historic data on the employee's current appointment authority used to authorize the employee's hire. |
Benefit Record Number and Severance Pay Previous Weeks |
For a new hire, you do not need to enter the benefit record number and the number of severance pay previous weeks. If changes occur to the employee's employment status, you must update these fields (for example, RIF). |
Special Employment Program |
Indicate the special employment program: Not Applicable, Other, Presidential Management Intern, SES Candidate Development, or Veteran's Readjustment Program. |
Appointment Limits
Amount, Hours, and Days |
Depending on the type of appointment used to hire the employee, enter the appointment limits amount, hours, or days. |
Access the Employment 2 page.
Bargaining Unit |
Select a code representing the bargaining unit to which the employee belongs. |
Union Code |
If your new employee belongs to a union, select the appropriate union code. |
Union Anniversary Date |
If the bargaining unit covers the position and the employee has elected to join, enter the date on which the employee's seniority ranking within the union is based. |
Tenure |
Indicate the type of tenure. |
Retained Grade Expires
Begin Date and Expires Date |
Where appropriate, enter the employee's retained grade begin date and expires date. These are informational fields provided for the agency to track the employee's eligibility to maintain retained grade. |
Permanent Data-RIF
These informational fields enable the agency to track the employee relative to RIF processing.
Pay Plan/Grade |
Enter the employee's pay plan and pay grade. |
Comp/Area Level |
Enter the employee's compensation area and level. |
RIF Series |
Select the employee’s RIF series. |
Links
Probation Dates |
Click to access the Probation Dates page and enter information related to probation periods. |
Non Pay Data |
Click to access the Non Pay Data page and enter information related to a status of non-pay. |
Financial Disclosure |
Click to access the Financial Disclosure page and enter information related to the employee’s financial disclosure requirement. |
Time Reporter Data |
Click to review PeopleSoft time and labor data for this employee. If you aren’t using PeopleSoft Enterprise Time and Labor, the link is unavailable. |
See Also
(USF) Processing Automatic Actions for Probation, Tenure, and WGIs
Access the Probation Dates page.
Supervisor/Mgr Probtn Req Cd (supervisor manager probation required code) |
Identifies whether a supervisory/managerial probationary period is required, served, or waived. |
SES Probation End Date (Senior Executive Service probation end date) |
Enter the applicable probation end date. |
Supervisor/Mgr Probtn Start Dt (supervisor/manager probation start date) |
The starting date for the supervisory/managerial probationary period, or for the SES probationary period. |
Supervisor/Mgr Probtn End Dt (supervisor/manager probation end date) |
Enter the applicable probation end date. |
Probation Start Date |
Identifies whether the employee's appointment is subject to completion of a one year probationary (or trial) period and to show the commencing date of the probationary period. |
Probation End Date |
Enter the applicable probation end date. |
Access the Non Pay Data page.
NOA Code |
Indicates the PAR processed to place the employee in a nonpay status. |
Expiration Date |
The nonpay expiration effective date, which reflects the projected expiration of nonpay status and consequent processing of a PAR to return to pay status. |
Last Date Worked |
Enter the date last worked prior to being placed in a nonpay status. |
SCD Hours, Probation Hours, and Career Tenure Hours |
Enter and track SCD hours, probation hours, and career tenure hours in these informational fields. |
Access the Security Info page.
Financial Disclosure Required and Due Date |
If a financial disclosure is required, select this check box, and enter the due date for receipt. |
See Also
(USF) Setting Up Position Titles
Access the CI Exceptions page.
After you insert your personnel action, and have completed it to the best of your knowledge, update the PAR status to PRO (processed), and click the Savebutton. The system updates all the relevant tables with the new data. The system uses a series of Component Interfaces (CIs) to make these updates. Should the CIs encounter an Error, the personnel action update will stop and roll back to the original state and thus no updates will be saved until you address the Error and click Save again.
Should the CIs encounter any warning messages, the update will continue while the warning messages are displayed for you in the CI Exceptions page after the transaction has been successfully saved. These warnings are relevant to the processed transaction and will be automatically deleted after another personnel action is processed. It is good practice to note the warnings and contact your PeopleSoft Technical Administrator to help resolve them. The CI Exceptions page displays an auto-generated step-by-step documentation of what the CIs are executing which provides valuable insight into the back-end technology used in the Federal product.
If you organizing part or all of PeopleSoft Enterprise Human Resources by position (using PeopleSoft Enterprise Human Resources Manage Positions), you can hire some or all new employees into positions on the Hire Employee pages, accessed from the Workforce Administration, Increase Workforce menu. If you’re not using PeopleSoft Enterprise Human Resources Manage Positions, you can also use position numbers but the system won’t process position-related data.
See Also
You can initiate the hire process from the Recruiting component. After an applicant is selected you can take the action of “Prepare for Hire” to submit the hire request. The hire transaction is completed using the Manage Hires transaction in the Workforce Administration component. Both Recruiting and Template-Based Hire use the Manage Hires page.
See Increasing the Workforce Through Templates and Job Applicants.
See Hiring Applicants.
This section lists the pages used to run the Appointment Affidavits (FGSF61) and Request for Prel Employ Data (request for preliminary employment data) (FGSF755) reports.
Page Name |
Object Name |
Navigation |
Usage |
RUNCTL_FGSF61 |
Workforce Administration, Job Information, Reports, Appointment Affidavits USF |
Produces an Appointment Affidavit STANDARD FORM 61 form to be signed by an appointee. |
|
RUN_CNTL_FGSF75 |
Workforce Administration, Job Information, Reports, Request Prelim Empl Data USF |
Produces a Request for Preliminary Employment Data form. |