Tracking Assignments

This chapter provides an overview of global assignment tracking and discusses how to:

Create checklists.
Manage employee home and host data.
Manage assignments with multiple home or host data records.
Manage employee assignment data.
Manage company-paid travel for employees on assignment.
Manage dependent information for employees on assignment.
Track assignment compensation and currency fluctuation.

Understanding Global Assignment Tracking

When you send an employee on a global assignment, you track new assignment details, additional employee earnings and deductions, and different benefits packages. You might also administer an employee’s personal affairs, such as housing, vehicles, and furniture. With PeopleSoft Enterprise Human Resources, you can settle employees and their dependents in new locations.

Note. Before you process a global assignment, a human resources record and emplID must already exist in the PeopleSoft Enterprise Human Resources system for the employee.

Creating Checklists

To set up checklists, use the Checklist Items (CHKLST_ITEM_TBL) and Checklist (CHECKLIST_TABLE) components.

This section provides an overview of creating checklists and lists the pages used to create checklists.

Understanding Creating Checklists

Much of the information that you process for different assignment types and countries remains constant. To save yourself work (and prevent data entry errors or omissions), create standard checklists to streamline global assignment processing. For special situations, use standard checklists as the basis for creating modified checklists.

Set up checklists by using the Checklist Item Table and Checklist Table pages. To tailor a checklist for an employee, use the Person Checklist page.

See Also

Creating Checklists

Pages Used to Create Checklists

Page Name	Object Name	Navigation	Usage
Chklst Item Table (checklist item table)	CHKLST_ITEM_TABLE	Set Up HRMS, Common Definitions, Checklists, Checklist Items	Define items that could appear on a checklist.
Checklist Table	CHECKLIST_TABLE	Set Up HRMS, Common Definitions, Checklists, Checklist	Define employee checklists.
Employee Checklist	EMPLOYEE_CHECKLIST	Workforce Administration, Personal Information, Organizational Relationships, Person Assignment Checklist	Identify checklist items to use as a guide to process employees.
Person Checklist	PERSON_CHECKLIST	Workforce Administration, Personal Information, Organizational Relationships, Person Checklist	Identify checklist items to use as a guide to process people.

Managing Employee Home and Host Data

This section discusses how to:

Define and maintain home location information.
Define and maintain host location information.
Define assignee qualifications.
Begin assignments.
End assignments.
Transfer an employee permanently.
Add a host assignment.
View and update home and host information.
Add or view home and host payroll data.
Add or view home and host assignment data.
Add or view home and host benefits data.

Pages Used to Manage Employee Home and Host Data

Page Name	Object Name	Navigation	Usage
Add Host Assignment	PER_ORG_INST_ASGN	Workforce Administration, Global Assignments, Track Assignment, Add a Host Assignment	Add a host assignment and review a summary of an employee's home and host assignments.
Home/Host Data	HOME_HOST_DATA	Workforce Administration, Global Assignments, Track Assignment, Add a Host Assignment Click the Add Assignment button to access the Home and Host Data component and select the Home/Host Data page. Workforce Administration, Global Assignments, Track Assignment, Home and Host Data, Home/Host Data	View home information, and view and update host information. Note. Home data comes from the job data pages. You must have created an employment instance for the employee. Note. You must establish a host employment record to manage assignments from the Assignment Data component.
Payroll Data	JOB_DATA_2	Workforce Administration, Global Assignments, Track Assignment, Add a Host Assignment Click the Add Assignment button to access the Home and Host Data component and select the Payroll Data page. Workforce Administration, Global Assignments, Track Assignment, Home and Host Data, Payroll Data	Add or view home and host payroll data. Home data comes from the job data pages. You must have already created an employment instance for this employee.
Assignment	HOME_HOST_ASGN	Workforce Administration, Global Assignments, Track Assignment, Add a Host Assignment Click the Add Assignment button to access the Home and Host Data component and select the Assignment page. Workforce Administration, Global Assignments, Track Assignment, Home and Host Data, Assignment	Add or view host assignment data. You must have already created an employment instance for this employee. Note. The system displays this page on the Home and Host Data component only when the employee has a current assignment and you have used a Host employee record number to access it.
Global Assignment Detail	ASGN_VLD_VW	Workforce Administration, Global Assignments, Track Assignment, Add a Host Assignment, Assignment Click the Choose an Existing Assignment link on the Assignment page.	Associate the current host with the selected assignment.
Benefits	JOB_DATA_BENPRG	Workforce Administration, Global Assignments, Track Assignment, Add a Host Assignment Click the Add Assignment button to access the Home and Host Data component, and select theBenefits page. Workforce Administration, Global Assignments, Track Assignment, Home and Host Data, Benefits	Add or view home and host benefits data. Home data comes from the job data pages. You must have already created an employment instance for this employee.
Work Location	JOB_DATA1	Workforce Administration, Job Information, Job Data, Work Location	Update position and location information for a person’s job.

Defining and Maintaining Home Location Information

To manage employee global assignments, first establish an employee's permanent, or home, location and data on the Job Data component (JOB_DATA). The home location is the place to which the employee returns when a temporary assignment ends, and the home data is the employee's job data when the employee is not on assignment.

If you added an employment instance for a person into the PeopleSoft Enterprise Human Resources system, the employee has a job data record that serves as the home information. If the employee is a new employee, create an employment instance before processing the assignment.

Note. An employee may have more than one job at home, and so may have more than one home human resources record.

Defining and Maintaining Host Location Information

Each time that you send an employee on a temporary assignment, you need to create a separate set of host and benefits data for that assignment. Host data includes information such as job, department, and location. Host benefits data consists of the employee’s benefits program participation. By creating a separate set of data for the assignment, you retain permanent home and benefits data for the employee and track data for the current assignment.

The first time that you add host data for a new assignment, create a new job record on the Add a Host Assignment component (ADD_HOST_ASSIGN).

When you create a host job record, the job information fields are available for entry on the Home/Host Data page. Use the Home and Host Data component (HOME_HOST_DATA) to manage and review employees' host location information and to assign job records to assignments. When you save the new host information, the system stores the data in the employee’s employment, job, and benefit program participation tables. These are the same tables in which all standard job data is stored.

When one global assignment ends, reuse the same job record and enter a new data row for the new assignment.

Note. You generally use one host employment record to track all global assignments for an employee, except in special circumstances, such as concurrent host assignments or different sets of benefits for a particular assignment. For these cases, add another employment record number to track the data separately.

Defining Assignee Qualifications

To identify the best-qualified employees to send on assignments, review employees' person profiles. You can use person profiles to record employees' educational qualifications and skills, and track additional education and skills acquired while on assignments.

You can access the Person Profiles component (JPM_PERSON_PROFILE) from Workforce Administration, Global Assignments, Assignee Qualifications.

See Also

Managing Profiles

Beginning Assignments

To begin an employee's assignment:

Create a host job record if one does not already exist.

Note. Use the same job record for all assignments, entering a new data row for each assignment.

See Defining and Maintaining Host Location Information.
The Action code Assignment (ASG) is selected automatically. Select any appropriate Reason code.
Enter the host information for this assignment.

Ending Assignments

To end an assignment, insert a data row on the Home/Host Data page and select Assignment Completion (ASC) in the Action field.

End an assignment only if the employee is not immediately sent on a new assignment.

If the employee is going on a new assignment immediately, enter a new row for the new assignment.

Transferring an Employee Permanently

Sometimes an employee on temporary assignment stays at a location permanently. As a permanent employee, he or she shares the same status as a local employee and should no longer be managed as an employee on temporary assignment. All employee, benefit, and payroll data tracking for the employee takes place at the new location because it is the employee’s new home base.

To transfer an employee permanently:

End all open temporary global assignments.
Access the Work Location page, insert a row, and enter the department, location, and job code for the permanent host assignment.

See Also

Updating Job Data

Adding a Host Assignment

Access the Add Host Assignment page.

Create Host Assignment

Click to access the Home/Host Data page, on which you create a host assignment. For employees with more than one organizational instance, click the Create Host Assignment button that corresponds to the organizational instance for which you want to create a host assignment.

Note. You normally use the same job data record for all of an employee's host assignments. Do not create a new assignment record unless you have a compelling reason to do so. Instead, insert a new row into the employee's existing host record.

Next Empl_Rcd (next employee record)

When you create a new host record, the system identifies it using this employee record number.

Refresh

Click to refresh the Assignments table and view a new assignment. The Refresh button appears when a new assignment is created.

Assignments

Displays all current assignments.

Emp Rcd Nbr (employee record number)

For employees with multiple assignments, the system generates employment record numbers to track data for each concurrent job. A new hire's employee record number for his or her initial job is set to 0. For each subsequent job that the employee receives, an additional, sequential employee record number is assigned.

Home/Host

For employees with multiple assignments, the system populates this field with:

Home if an assignment is based at the employee's home location.

Host if an assignment is based at a location other than the employee's home location.

Viewing and Updating Home and Host Information

Access the Home/Host Data page.

To create a host assignment and enter the employee’s job information for the assignment, you access this page using the Add a Host Assignment component. To add or change assignment data for an existing host, access this page using the Home and Host Data component by selecting the employee's host employment record number.

If you access the component by using an employee's home employment record number, the elements on this page are display-only, showing data from the employee's job record. The Assignment tab is not available if you access the component by using an employee's home employment record number.

The elements that are on this page are the same as those that appear on the Job Data component.

Action Date

Displays the date on which you enter this row.

Action

Select an action to distinguish global assignments from other administrative actions. For new assignments, the action Assignment is automatically selected. When an assignment is completed and you add a new row, Assignment Completion is automatically selected.

See Setting Up the Administer Workforce Business Process.

Reason

You can identify specific reasons for sending employees on assignments. For example, you might process some assignments that are due to a transfer of skills and others that are due to a shortage of local skilled personnel. To track assignment types more easily, specify reasons for them.

Use the Action Reason table to set up reasons that are specific to global assignments.

See Setting Up the Administer Workforce Business Process.

Adding or Viewing Home and Host Payroll Data

Access the Payroll Data page.

The elements that are on this page are the same as those that appear in the Job Data component.

Payroll System

Enter the payroll system used for the host. Doing so does not affect employee home data.

You can make changes on the Payroll Data page, or on the Payroll page in the Workforce Administration menu.

Tax Location Code

Select the tax location code for the assignment.

See Also

Entering Payroll Processing Data

Adding or Viewing Home and Host Assignment Data

Access the Assignment page.

This page appears only when you are creating a new host assignment, or when an existing assignment exists and you use a host employee record number to access the Home and Host Data component.

The elements that are on this page are the same as those that appear in the Job Data component.

Enter New Assignment Begin DT (enter new assignment begin date)	Select the beginning date for the assignment. When you select the date, the following fields appear on the page.
Existing Assignment Begin Date	This field appears when you have an existing assignment. When you are in the correction mode, you can select a new date to change the assignment date, or change the assignment that is associated with the host.
Choose an Existing Assignment	This link appears when you are in the correction mode. Click this link to access the Global Assignment Detail page (ASGN_VLD_VW) and select an existing assignment. The current host will then be associated with the selected assignment. An assignment date can have up to two hosts associated with it.
End Date	Enter the ending date for the assignment.
Assignment Type	Select a value that is created in the Assignment Type table.
Departure Date and Arrival Date	Enter or change the employee’s estimated date of departure from the home location and arrival at the new primary host.
Country	Select the assignment host country.

Adding or Viewing Home and Host Benefits Data

Access the Benefits page.

The elements that are on this page are the same as those that appear in the Job Data component.

Benefits System

Enter a benefit program. Doing so does not affect other employee home data.

You can make changes on the Benefits page, or on the Benefit Program Participation page which you select from the Workforce Administration menu.

See Also

Specifying Benefit Program Enrollment

Managing Assignments with Multiple Home or Host Data Records

This section discusses how to:

Add assignments when an employee has multiple jobs at home.
Add assignments when an employee has multiple host locations.
Associate multiple home or host data with an assignment.

Adding Assignments When an Employee Has Multiple Jobs at Home

For most global assignments, the employee has one home job record and one host job record; however, you may encounter situations in which an employee has more than one job at home or more than one assignment.

Some employees have more than one employment record in the system before they go on a global assignment. For example, an American university professor going to teach at Oxford for a year might have two jobs in the U.S., one as a professor and another as a researcher. The employee already has two employment records in the system for the home jobs, so you need to create a third employment record for the host.

To track host data for an employee with multiple home records:

Create a new host employment record on the Add a Host Assignment component (ADD_HOST_ASSIGN).

On the Add Host Assignment page, click the Create a New Assignment button for the organizational instance for the home record for which you are creating the assignment.

The system adds another employment record so that you (and the system) can differentiate between the jobs.
Enter payroll information on the Payroll Data page.
Enter assignment dates on the Assignment page.

When you enter the assignment end date, the system checks whether other host records have effective dates that are equal to or before the end date that you enter.
Enter benefits data on the Benefits page.
Click OK to save entries.

Adding Assignments When an Employee Has Multiple Host Locations

Some employees split their time between two or more locations during an assignment. For example, a manager who was sent to Japan might also be assigned to work in Korea at the same time. Whether this is known before the assignment starts or arises during the assignment, the jobs are treated as different, concurrent host records in the system.

To track data for an employee with multiple host records:

Create a separate employment record for each host on the Add a Host Assignment component.

The system automatically assigns the next available employment record number, such as 2 or 3, for the host assignment.
Enter assignment dates and other details on the Home/Host Data, Assignment, Payroll Data, and Benefits pages.
Click OK to save entries.

Tying Multiple Home or Host Data to an Assignment

Assignments can be associated with only one Home record. If an employee has more than one home record (within an organizational instance), host records will be associated with the first home record.

If the employee has multiple, concurrent host records, associate all the host records with the assignment. Assignments are determined by the assignment begin date. The information that you enter on the Assignment and Assignment Data pages controls the earnings and deductions that track for home and host data on the Assignment Compensation page.

To associate a home and host record with an assignment:

Access the Add Host Assignment page.
On the Add Host Assignment page, click the Create New Assignment button for the home record for which you are creating the assignment.
Enter payroll information on the Payroll Data page.
Enter assignment dates on the Assignment page.
Enter benefits information on the Benefits page.
Click OK to save entries.

To associate multiple host records with an assignment:

Access the Assignment page using the employee record number for the host that you want to associate with an assignment.
Click the Correct History button.
Click the Choose an Existing Assignment link. The Global Assignment Detail page appears.
Select the check box for the assignment that you want to associate with the host.

If no entries automatically appear on the Additional Assignments page, then you selected an employment record number for a host record that's effective after the end date of the assignment. Either update the effective date of the host job information or change the end date of the assignment.
Save entries.

Managing Employee Assignment Data

This section discusses how to:

Enter basic assignment data.
View home and host information.
Enter home residences and furniture information.
Enter host residences and furniture information.
Track home and host vehicle information.

Note. PeopleSoft Enterprise Human Resources also includes Administer Company Cars to track an organization's car-specific benefits.

Use the Assignment Data component (ASSIGNMENT_DATA) to manage employee assignment data.

Pages Used to Manage Employee Assignment Data

Page Name	Object Name	Navigation	Usage
Assignment Data	ASSIGNMENT_DATA	Workforce Administration, Global Assignments, Track Assignment, Assignment Data, Assignment Data	Enter and view information about assignment types.
Assignment Home/Host	ASSIGNMENT_HOMHST	Workforce Administration, Global Assignments, Track Assignment, Assignment Data, Assignment Home/Host	View home and host information.
Residence Home	RESIDENCE_HOME	Workforce Administration, Global Assignments, Track Assignment, Assignment Data, Residence Home	Enter information about home residences and furniture.
Residence Host	RESIDENCE_HOST	Workforce Administration, Global Assignments, Track Assignment, Assignment Data, Residence Host	Enter information about host residences and furniture.
Vehicle Data	VEHICLE_DATA	Workforce Administration, Global Assignments, Track Assignment, Assignment Data, Vehicle Data	Track the location and status of vehicles.
Person Org Summary (person organizational summary)	PERSON_SUMMARY	Workforce Administration, Global Assignments, Track Assignment, Person Organizational Summary, Person Org Summary Workforce Administration, Personal Information, Person Organizational Summary, Person Org Summary	Review a summary of a person's organizational relationships.
Assignment Summary	ASSGNMT_SUMMARY	Workforce Administration, Global Assignments, Track Assignment, Review Assignment Summary	Review a summary of an employee's assignment.
Employees on Assignment	RUNCTL_PER717	Workforce Administration, Global Assignments, Track Assignment, Employee on Assignment Report	Run the Employees on Assignment report (PER717), which lists the employees who are on assignment.

Entering Basic Assignment Data

Access the Assignment Data page.

Begin Date and End Date

Change the begin and end dates for the assignment, if necessary.

Assignment Type

Change the assignment value, if necessary.

Departure Date and Arrival Date

Enter or change the employee’s estimated date of departure from the home location and arrival at the new primary host.

Home Domicile

View information about the employee's home domicile.

The system uses the home domicile values from the employee personal data as default values. Use this information to process home leave travel on the Company Paid Travel page.

Host Contact Information

Enter a contact in the employee's host country who can be contacted by the home supervisor in case of emergency. The employee’s name and work telephone number are provided.

Entering Home and Host Information

Access the Assignment Home/Host page.

Display Data as of

Select a date option to change the view of the home or host data. Values are:

Assignment Begin Date

Select to view the home or host data as of the start date for the assignment.

Assignment End Date

Select to view the home or host data as of the end date for the assignment.

Current Date

Select to view the home or host data as of today's date.

The system populates the rest of the elements on the page with the data that is associated with them on the Home and Host Data component as of the date selected.

Home Instance and Host Data

The system displays the home and host location and job data according to the selelcted date.

Entering Home Residences and Furniture Information

Access the Residence Home page.

Residence Number

Displays the default value, 1.

Leave the default value as is, unless you are using a different numbering sequence. Each time that you insert a new data row for another residence, the system assigns the next number in the sequence, such as 2 or 3.

Status Before Assignment and Status During Assignment

Select the status of the employee’s residence before and during the assignment.

Home Furniture

Select the disposition of the employee’s home furniture that is associated with the residence.

Property Management

Select if the company is using a property management company to assist in administering residence details.

Entering Host Residences and Furniture Information

Access the Residence Host page.

Residence Number

Displays the default value, 1. Leave the default value as it is, unless you use a different numbering sequence. Each time that you insert a new data row for another residence, the system assigns the next number in the sequence, such as 2 or 3.

Edit Host Address

Click to edit the host residence address.

Host Residence Status

Select the host residence status.

Host Furniture

Select the disposition of the host furniture that is associated with the residence. Use a set of values that are different from those that are available for home residences. These values are in the Translate table.

See Also

Increasing the Workforce

Tracking Home and Host Vehicle Information

Access the Vehicle Data page.

Home Vehicle

Vehicle # (vehicle number)	Displays the default value, 1. Leave the default value as is, unless you are using a different numbering sequence. Each time that you insert a new data row for another vehicle, the system assigns the next number in the sequence, such as 2 or 3.
Reason	Enter the reason or status of the employee’s vehicle.

Host Vehicle

Vehicle # (vehicle number)	Displays the default value, 1. Leave the default value as is, unless you are using a different numbering sequence. Each time that you insert a new data row for another vehicle, the system assigns the next number in the sequence, such as 2 or 3.
Reason	Select a reason for the status.
Vehicle Status	Select a vehicle status by using a set of values that are different from those that are available for home vehicles. These values are also in the Translate table.
Date Available	Enter the date on which the vehicle is available to the employee.
Cash in Lieu	Select if the employee chooses to take cash instead of a company vehicle.

Managing Company-Paid Travel for Employees on Assignment

This section discusses how to manage company-paid travel for employees on assignment.

Pages Used to Manage Company-Paid Travel for Employees on Assignment

Page Name	Object Name	Navigation	Usage
Company Paid Travel	TRAVEL_CMPNY_PAID	Workforce Administration, Global Assignments, Track Assignment, Company Paid Travel	Enter company-paid travel information.
Travel Company Dep (travel company dependents)	TRAVEL_CMPNY_DEP	Workforce Administration, Global Assignments, Track Assignment, Dependent Company Paid Travel	Track travel for which dependents of employees are eligible.

Managing Company-Paid Travel for Employees on Assignment

Access the Company Paid Travel page.

Note. If you don’t see any data in these fields, then the date on which the employee is eligible for travel is after the end date that is entered in the assignment data for the current assignment. If the employee should be eligible for this travel during the assignment only, adjust either the date eligible here or the end date in the assignment data.

Date Eligible	Displays the date on which the employee is eligible for travel. Today’s date appears automatically, which you can change.
Date Taken	Enter the date of travel.
Type of Travel	Enter one of the values that is created in the Travel Type table.
Mode of Travel	Enter one of the values that is created in the Translate table. Air appears by default, which you can change.
Amount/Currency	Enter the cost of the travel ticket or the maximum amount that the company authorizes for travel. The currency that is designated on the Installation Table - HRMS Options page appears by default, which you can change. Values are in the Currency Code table.
Cash In Lieu	Select if the employee opts for cash instead of company-paid travel.
Alternate Location	Select if the employee chooses to travel to a location other than his or her home domicile. If you select this check box, the To group box becomes available for alternate information entry. Note. This check box is available only if you select the Home Leave check box in the Travel Type table. The system displays the employee home domicile information from the Assignment Date page in the To group box.
Country	Enter the name of the country from which the employee is traveling. If you change the country code in either the From or To group box, the system clears the State and City fields so that you can enter new information. Enter a new data row, to track other instances of company-paid travel.
Dependent	Enter the appropriate dependent ID. To add more dependents, move the cursor to the Dependent field and click the Insert Row button.
Birthdate	Displays the dependent’s date of birth.

Managing Dependent Information for Employees on Assignment

This section discusses how to:

Enter dependent data.
Enter and maintain data for accompanying dependents.
View immediate family data.

Pages Used to Manage Dependent Information for Employees on Assignment

Page Name	Object Name	Navigation	Usage
Family at Host	FAMILY_AT_HOST	Workforce Administration, Global Assignments, Track Assignment, Dependent Accompanying, Family at Host	Enter family and dependent information.
Immediate Family	IMMEDIATE_FAMILY	Workforce Administration, Global Assignments, Track Assignment, Review Immediate Family Data, Immediate Family	View information about an employee's immediate family.
Dependent Data - Name	DEPEND_BENEF1	Workforce Administration, Global Assignments, Track Assignment, Dependent Data, Name	Add or edit dependent and beneficiary names.
Dependent Data - Address	DEPEND_BENEF_ADDR	Workforce Administration, Global Assignments, Track Assignment, Dependent Data, Name	Add or edit dependent and beneficiary addresses.
Dependent Data - Personal Profile	DEPEND_BENEF2	Workforce Administration, Global Assignments, Track Assignment, Dependent Data, Personal Profile	Add or edit dependent and beneficiary personal information.

Entering Dependent Data

Enter and maintain dependent information on the Dependent Data component (Workforce Administration, Global Assignments, Track Assignment, Dependent Data).

See Tracking Dependent and Beneficiary Data.

Entering and Maintaining Data for Accompanying Dependents

Access the Family at Host page.

Assignment Type, Begin Date and End Date

Displays the assignment type, begin date, and end date of the assignment, based on the effective date.

If these fields are not populated, then the information that you enter takes effect after the end date that is entered in the Assignment Data component. To see assignment data, adjust either the effective date here or the end date in Assignment Data.

Family Size

Displays the size of the immediate family, which is defined as dependents who are the employee’s spouse, son, or daughter.

Dependent ID

Displays information about all dependents who are added by using the Dependent Data pages.

At Host

Displays the number of dependents who are accompanying the employee to the host location. The system automatically selects each dependent who is an immediate family member. Clear the At Host check box for any dependents who are not accompanying the employee to the host location.

Select the At Host check box for any nonfamily member, such as a nanny, who is accompanying the employee.

As you make changes to at host information, the system calculates and displays the number for immediate at host and the number for total at host, which includes any nonfamily members who are accompanying the employee.

Adding Dependents to the Host Location

To add another dependent to the Family at Host page, first add the new dependent by using the Dependent/Beneficiary pages. Move the cursor to the Effective Date field. When you enter the effective date of the change and move out of this field, the system refreshes the dependent list.

Removing Dependents from the Host Location

Access the Family at Host page. To reduce the number of dependents at host, click the Delete Row button and save the changes. The deleted dependents are removed from the list of dependents at host, but are still tracked in the system as dependent or beneficiaries for the given employee.

Viewing Immediate Family Data

Access the Immediate Family page.

The system displays the employee’s name and employee ID, along with the names and birth information for all dependents who are in the employee’s immediate family, their relationship to the employee, occupations (if any), and marital statuses.

Tracking Assignment Compensation and Currency Fluctuation

This section discusses how to track assignment compensation.

Warning! The Assignment Compensation page isn’t linked to payroll processing in Payroll for North America.

See Also

Setting Up and Working with Currencies

Page Used to Track Assignment Compensation and Currency Fluctuation

Page Name	Object Name	Navigation	Usage
Assignment Compensation	ASSGNMT_EARNS_DED	Workforce Administration, Global Assignments, Track Assignment, Assignment Compensation	Enter supplemental earnings and deductions that the home location pays, such as hardship premiums and relocation costs, or that an employee receives from the host location, such as foreign housing or rent.

Tracking Assignment Compensation

Access the Assignment Compensation page.

Amount Frequency

Enter the amount of compensation frequency from the values that are in the Frequency table. Values are Annual, Hourly, or Monthly. All the amounts that you specify for both earnings and deductions must be for the frequency that you select in this field.

Assignment Type

Displays the assignment type, which is based on the effective date that is entered on this page. If no information appears, then the information that you enter takes effect after the end date that you enter in the Assignment Data component. A warning message appears.

If you make a onetime payment that occurs after the end date of the assignment, ignore the message. Otherwise, to see assignment data, adjust either the effective date here or the end date in the Assignment Data component.

Home or Host

Enter the employee record numbers that correspond to the home or host records. Generally, enter 0 for the home record and 1 for the host record.

From Currency Code and To Currency Code

If assignment data exists, in the From Currency Code field, view the currency for the country that is designated in the employee's home data. View the home currency in the To Currency Code field. The system automatically populates these fields. Override these default values by selecting another currency code from the Currency Code table.

Exchange Rate

Displays the exchange rate type. The rate that is specified in the Installation table appears by default.

Rate Type

Displays the rate type. The rate type that is specified in the Installation table appears by default. You can override this default value.

Code

Enter a code that denotes additional earnings that are charged to the home location. Create these codes in the Earnings table.

Base Compensation

Displays the amount that the employee earns at the home location, which you specify in Job Data Compensation.

Home Amount

Enter the home amount. Because you are entering information about home data, the Host Amount field doesn’t appear.

Base Compensation

Displays the amount that the employee earns at the home location, which you specify on the Job Data - Payroll page.

Code

Enter a code from the Deductions table that denotes deductions that should be taken from the employee compensation that you specify for the home location.

Home Amount

Enter the home amount for the deduction code.

The net earnings and deductions that are specified for the home location appear. The Home/Host Net Amount field displays the net amount of all supplemental earnings and deductions for both home and host. Both amounts appear in the home currency.

Because you are entering information that is related to home data, the Host Amount field doesn’t appear.

Create Host Assignment	Click to access the Home/Host Data page, on which you create a host assignment. For employees with more than one organizational instance, click the Create Host Assignment button that corresponds to the organizational instance for which you want to create a host assignment. Note. You normally use the same job data record for all of an employee's host assignments. Do not create a new assignment record unless you have a compelling reason to do so. Instead, insert a new row into the employee's existing host record.
Next Empl_Rcd (next employee record)	When you create a new host record, the system identifies it using this employee record number.
Refresh	Click to refresh the Assignments table and view a new assignment. The Refresh button appears when a new assignment is created.
Assignments	Displays all current assignments.
Emp Rcd Nbr (employee record number)	For employees with multiple assignments, the system generates employment record numbers to track data for each concurrent job. A new hire's employee record number for his or her initial job is set to 0. For each subsequent job that the employee receives, an additional, sequential employee record number is assigned.
Home/Host	For employees with multiple assignments, the system populates this field with: Home if an assignment is based at the employee's home location. Host if an assignment is based at a location other than the employee's home location.

Begin Date and End Date	Change the begin and end dates for the assignment, if necessary.
Assignment Type	Change the assignment value, if necessary.
Departure Date and Arrival Date	Enter or change the employee’s estimated date of departure from the home location and arrival at the new primary host.

Residence Number	Displays the default value, 1. Leave the default value as is, unless you are using a different numbering sequence. Each time that you insert a new data row for another residence, the system assigns the next number in the sequence, such as 2 or 3.
Status Before Assignment and Status During Assignment	Select the status of the employee’s residence before and during the assignment.
Home Furniture	Select the disposition of the employee’s home furniture that is associated with the residence.
Property Management	Select if the company is using a property management company to assist in administering residence details.

Residence Number	Displays the default value, 1. Leave the default value as it is, unless you use a different numbering sequence. Each time that you insert a new data row for another residence, the system assigns the next number in the sequence, such as 2 or 3.
Edit Host Address	Click to edit the host residence address.
Host Residence Status	Select the host residence status.
Host Furniture	Select the disposition of the host furniture that is associated with the residence. Use a set of values that are different from those that are available for home residences. These values are in the Translate table.

Assignment Type, Begin Date and End Date	Displays the assignment type, begin date, and end date of the assignment, based on the effective date. If these fields are not populated, then the information that you enter takes effect after the end date that is entered in the Assignment Data component. To see assignment data, adjust either the effective date here or the end date in Assignment Data.
Family Size	Displays the size of the immediate family, which is defined as dependents who are the employee’s spouse, son, or daughter.
Dependent ID	Displays information about all dependents who are added by using the Dependent Data pages.
At Host	Displays the number of dependents who are accompanying the employee to the host location. The system automatically selects each dependent who is an immediate family member. Clear the At Host check box for any dependents who are not accompanying the employee to the host location. Select the At Host check box for any nonfamily member, such as a nanny, who is accompanying the employee. As you make changes to at host information, the system calculates and displays the number for immediate at host and the number for total at host, which includes any nonfamily members who are accompanying the employee.

Amount Frequency	Enter the amount of compensation frequency from the values that are in the Frequency table. Values are Annual, Hourly, or Monthly. All the amounts that you specify for both earnings and deductions must be for the frequency that you select in this field.
Assignment Type	Displays the assignment type, which is based on the effective date that is entered on this page. If no information appears, then the information that you enter takes effect after the end date that you enter in the Assignment Data component. A warning message appears. If you make a onetime payment that occurs after the end date of the assignment, ignore the message. Otherwise, to see assignment data, adjust either the effective date here or the end date in the Assignment Data component.
Home or Host	Enter the employee record numbers that correspond to the home or host records. Generally, enter 0 for the home record and 1 for the host record.
From Currency Code and To Currency Code	If assignment data exists, in the From Currency Code field, view the currency for the country that is designated in the employee's home data. View the home currency in the To Currency Code field. The system automatically populates these fields. Override these default values by selecting another currency code from the Currency Code table.
Exchange Rate	Displays the exchange rate type. The rate that is specified in the Installation table appears by default.
Rate Type	Displays the rate type. The rate type that is specified in the Installation table appears by default. You can override this default value.
Code	Enter a code that denotes additional earnings that are charged to the home location. Create these codes in the Earnings table.
Base Compensation	Displays the amount that the employee earns at the home location, which you specify in Job Data Compensation.
Home Amount	Enter the home amount. Because you are entering information about home data, the Host Amount field doesn’t appear.
Base Compensation	Displays the amount that the employee earns at the home location, which you specify on the Job Data - Payroll page.
Code	Enter a code from the Deductions table that denotes deductions that should be taken from the employee compensation that you specify for the home location.
Home Amount	Enter the home amount for the deduction code. The net earnings and deductions that are specified for the home location appear. The Home/Host Net Amount field displays the net amount of all supplemental earnings and deductions for both home and host. Both amounts appear in the home currency. Because you are entering information that is related to home data, the Host Amount field doesn’t appear.