Managing Layoffs and Recalls

This section provides an overview of the layoff and recall process and describes how to:

Define groups of workers to layoff or recall.
Manage layoffs.
Manage recall rights.
Manage recalls and reinstatements.
Processing layoffs and recalls using PeopleSoft Mass Update.
Run layoff, recall, and reinstatement reports.

Common Elements Used in this Chapter

Effective Date	You can enter any number of effective-dated rows into a roster, but only one row per calendar day. When you insert a new row, the system makes the previous rows unavailable for entry. You can create future-dated rosters and insert future-dated rows into a roster. You can generate and maintain future-dated rosters, but you cannot process them for layoff, reinstatement, or recalls.
Mass Update to be used	Select to use mass update to update workers' Job Data records with their layoff or recall status instead of the Run Layoff Process or Run Recall Process processes. When you select the Mass Update to be used check box the system makes the Run Layoff Process or Run Recall Process buttons unavailable. Use the Process Recall Rights process to update candidates' Recall Rights records. See Processing Layoffs and Recalls Using PeopleSoft Mass Update.
Group ID	Select the ID of the group containing the candidates used for this roster. The system displays the Labor Agreement associated with the group ID. The system displays the groups you created in the Labor Group Definition component (HR_LBR_GRP_DEFN) and groups created in the Group Build - Group Definition component (GB_GRP_DEFN_TABLE). You can only select groups with a valid labor agreement. Note. You must select a Group ID to create a layoff roster. To create a recall roster, you can select a Group ID or a Layoff Roster ID. See Defining Groups of Workers to Layoff or Recall. See Setting Up and Working with Group Definitions.
Labor Agreement	Collective labor agreement managing the labor administration between a group of workers and the organization.
Seniority Dates or Seniority Date ID	Select the seniority dates the system should use to sort the candidates in the roster. Only those seniority dates assigned to the specified Labor Agreement are available for selection. The sequence number of each seniority date entered specifies the sequence the system should use to sort the candidates in the roster. You cannot select a seniority date more than once.
Tie Breakers or Tie Breaker ID	Select the tie breakers the system should use to rank the candidates in the roster in the event that people share seniority dates and indicate if the system should apply the tie breaker in ascending or descending order. Only those tie breakers assigned to the specified Labor Agreement are available for selection. The sequence number of each tie breaker entered specifies the order in which the system should implement them. You cannot select a tie breaker more than once. For example, if you select a tie breaker based on the national identification number and select the Descending Order? check box, the system identifies those people with a higher national identification number as having more seniority in the event that there is a tie for seniority.
	When you've defined the extraction criteria for the roster, save the page. The system will make the Generate List button available. Click to generate a roster list. The system will set the roster status to In Progress and move you to the next page in the component. When you generate a: Layoff roster, the system selects all workers defined by the selected group ID, removes those who are exempt from layoff (as indicated on the Job Labor page), and sorts them by the seniority dates and tie breakers you selected. Recall roster, the system selects the workers defined by the selected group ID or who were laid off on the selected layoff roster, removes those whose recall rights have expired, and sorts them by the seniority dates and tie breakers you selected. Reinstatement roster, the system selects the workers who were laid off on the selected layoff roster, removes those whose recall rights have expired, and sorts them by the seniority dates and tie breakers you selected.
	Click to update the roster. The system will insert a new, effective-dated row and generate a new roster list for that row. The system will include candidates that you had manually added to the previous roster. The system retains the previous roster but makes it display-only. Note. If you have processed anyone on the roster, you cannot refresh it. This is enables you to maintain history and data integrity.
	If you make some changes to the roster setup, for example change a seniority date or Group ID, click to generate a new roster list. The system completely overwrites the previous roster withe the regenerated one. Note. If you have processed anyone on the roster, you cannot regenerate it. This is enables you to maintain history and data integrity.
Roster Status	Insert a new row and update the roster status as needed. When you create a roster, the system assigns the status to Open. When you generate the roster, the system sets the status to In Progress. When you select a roster of Closed, the system makes the roster component unavailable for entry. Use the other statuses to manage the roster process.
Default Rehire Date	Enter the default hire date. The system will populate the roster Rehire Date field with this value.
Nbr in Group to Consider (number in group to consider)	Enter the number of candidates in the group you are considering for layoff or recall. The system will populate the list with this number of candidates, taking from the top of the list as determined by the seniority date(s). For example, if there are a total of thirty people in the group and you want to consider ten of them for layoff, the system will populate the roster with the ten most junior people, as determined by the selected seniority date, from that group of thirty.
	Click after you've selected how many candidates you want to consider and the system will populate the roster list.
Total in Group	Displays the total number of people defined by the selected group ID, including candidates that you have added manually.
Apply To	Choose whether to apply a status to all candidates, just those displayed on the page, or on an individual basis (select those candidates for the selected status using the Select check box in the grid).
Status	Select a status to apply to multiple candidates in the roster.
	Click to apply the status you selected in the Status field to the candidates.
	This icon indicates that a candidate was added to the roster manually. The only candidates you can remove from a roster are those that are added manually.
Tie	Selected if the system had to use a tie breaker to determine the candidate's ranking because more than one person shared seniority.
	Click to add comments to a candidate. You can add multiple, effective-dated comments. The system creates a note for those candidates who were affected by a tie breaker, indicating that a tie breaker was used and what it determined the candidate's ranking to be. See Configuring the HR Notepad.
Rank	The system lists the candidates by seniority and tie breaker. To modify the list order, enter a new ranking number. Note. Candidates you've added to the roster manually have a permanent rank of zero (0).
Select	Click to select individuals people to apply roster status to as a group. For example, to apply the roster status of Layoff Accepted to the four candidates who have accepted to date, select the candidates, select the Individual Apply To value, select the status in the Status field, and click Apply.
Status	Select the candidates roster status. See Setting Up Employee Roster Statuses.

Defining Groups of Workers to Layoff or Recall

To define groups of workers to layoff or recall, use the Labor Group Definition component (HR_LBR_GRP_DEFN).

This section discusses how to:

Define groups.
Select group members.
Maintain group security.

Note. You can also access the Labor Group Definition component from a link on the Layoff Roster Setup page or Recall Roster Setup page.

Note. You can also create groups using the Group Build - Group Definition component but the groups must include a single, valid labor agreement as a part of the definition for them to be valid selections on the Layoff Roster component (HR_LAYOFF_ROSTER) and the Recall Roster component (HR_RECALL_ROSTER). Groups are not used with the Reinstatement Roster component (HR_REINST_ROSTER).

Pages Used to Define Groups

Page Name	Object Name	Navigation	Usage
Group Definition	HR_LBR_GRP_DEFN	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Layoffs and Recalls, Labor Group Definition	Use the group definition page to define the parameters of the labor management group.
Group Members	HR_LBR_GRP_MEMBERS	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Layoffs and Recalls, Group Members	Review group members.
Group Security	HR_LBR_GRP_SCTY	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Layoffs and Recalls, Group Security	Grant or remove security access to the group.

Defining Groups

Access the Group Definition page.

Event Type

Select the type of event in which this group will be used:

Select Layoff to include only workers with an HR status of Active in your group definition.

Select Recall to include workers with an HR status of either Active or Inactive. This enables you to include workers who have been laid off (HR status of Active) or terminated (HR status of Inactive) in your recall group.

As of Date

Only bargaining units, labor agreements, labor facilities, and job codes active as of this date are available on this page.

Bargaining Unit

Select the bargaining unit that you are using to define this group. The system will display the labor agreement, and its contract dates, associated with this unit in the Labor Agreement grid.

Note. You must select a bargaining unit associated with a labor agreement since the layoff, recall, and reinstatement processes use the information you set up on the labor agreement.

See Setting Up Bargaining Units.

Labor Facility ID

Select the ID of the labor facility you are using to define this group. Leave this field blank to include people in all the facilities.

The system will populate the options with the labor facilities assigned to the labor agreements associated with the selected bargaining unit.

See Setting Up Labor Agreement Control Tables.

Job Code and Include

The system displays the job codes associated with the labor agreements. Select the Include check box next to those job codes you want to include in this group definition.

See Assigning Job Codes to Labor Agreements.

Click to save the group definition without populating the Group Members page.

Click to save the group definition and populate the group members page with the people assigned to the labor agreements, labor facilities, and job codes selected on this page.

See Defining Labor Agreements.

Reviewing Group Members

Access the Group Members page.

The Group Members page lists the people who meet the criteria you defined on the Group Definition page.

Maintaining Group Security

Access the Group Security page.

Only people who have security access to this group can create layoff, recall, or reinstatement rosters for this group. The system automatically adds the name of the user who creates the group.

The group security access you grant on this page overrides the data permission security associated with a user's Row Security Permission List. For example, a user who does not have row security access to Department 604CAN but that is added to this list for a group that contains people in Department 604CAN will be able to view the data of those people in the layoff, recall, and reinstatement rosters.

Remove	Select to remove the user's security access to this group when you save the component.
Add another authorized user	Click to access the Labor Group Security - Add User page and grant another user security access to this group.

Managing Layoffs

To manage layoffs, use the Layoff Roster component (HR_LAYOFF_ROSTER) and the Process Layoff component (HR_RUNCTL_LAY).

This section discusses how to:

Set up a layoff roster.
Manage the layoff roster list.
Run the layoff process.

Pages Used to Manage Layoffs

Page Name	Object Name	Navigation	Usage
Layoff Roster Setup	HR_LAYOFF_SETUP	Workforce Administration, Labor Administration, Layoffs and Recalls, Layoff Roster, Layoff Roster Setup	Define the layoff roster parameters.
Layoff Roster List	HR_LAYOFF_CAND_LST	Workforce Administration, Labor Administration, Layoffs and Recalls, Layoff Roster, Layoff Roster List	Manage the layoff roster.
Layoff Process	HR_RUNCTL_LAY	Workforce Administration, Labor Administration, Layoffs and Recalls, Layoff Roster, Layoff Roster List Click the Process Layoff button on the Layoff Roster List page.	Process layoffs.

Setting Up the Layoff Roster

Access the Layoff Roster Setup page.

You can enter any number of effective-dated rows into a roster, but only one row per calendar day. When you insert a new row, the system makes the previous rows unavailable for entry.

You can create future-dated rosters and insert future-dated rows into a roster. You can generate and maintain future-dated rosters, but you cannot process the layoff.

Roster Type

Select if the layoff is one of the following:

Temporary

The system makes workers laid off in a temporary layoff available for reinstatement and recall.
Permanent

The system makes workers laid off in a permanent layoff available for recall only.

Mass Update to be used?

Select to use Mass Update to update worker Job Data records with the layoff or recall status instead of using the Layoff process

Labor Group Definition

Click this link to add a new group definition using the Group Definition page.

Maintaining the Layoff Candidate List

Access the Layoff Roster List page.

Note. The system will not include as candidates those workers who are identified as being exempt from layoff on the Job Labor page.

Planned Termination Date	Select a termination date. The system will enter this date in the Term Date column of the Layoff Roster list, but you can override it if necessary to terminate candidates on different days. The system will process the layoffs as of this date. The system uses this date as the termination date when you layoff a candidate so you must select a date if there are any candidates in your roster to be laid off.
Date First Notified	Select the date the workers were or will be notified of the layoff for informational purposes.
Expected Reinstatement Date	If you've selected a roster type of Temporary, the system displays this field. Enter the date you expect to reinstate the workers.
	Click to run the Layoff process. The system will move you to the Layoff Process search component. You can process candidates in batches. The layoff process processes those candidates who have a status with the Process Event? check box selected as part of its definition. After the layoff process processes candidates with a process event status, the system resets the candidates' status to one with the Event Complete? check box selected as part of its definition. The layoff process will not reprocess candidates with an event complete status. To process another group of candidates, set the status of a new group of candidates to a process event status and run the layoff process again. This button is not available when you use Mass Update to update workers Job Data records.
Candidates to be processed:	Displays the number of candidates the Layoff Process will process. Note. The Layoff Process will process those candidates with a status that has the Process Event? check box selected. See Setting Up Employee Roster Statuses.

Note. You cannot remove candidates who were included in the roster because they were a part of the selected group.

Adding Candidates Manually

You can manually add candidates to the roster (for example, workers who were bumped from their position). To add a candidate manually, add a row and select an EmplID and employee record number. Click the Man Emp (Manual Employee) button to retrieve the person's job details. When the person's details have been retrieved the button becomes display only. The system assigns all manually-added candidates the permanent rank of zero.

The system updates the Nbr in Group to Consider and Total in Group values to reflect the additional candidates.

Note. You can remove candidates who were manually added to the roster.

Running the Layoff Process

Access the Layoff Process page.

The layoff process:

Inserts a new row in the Job Data pages with the effective date of the layoff.

The system copies all of the data from the previous Job Data row to the new row and includes the Action and Action Reason values you select here. If the system is unable to enter a job row for an employee due to an error on their job record a message will be entered for that employee number in the log.
Inserts a new row into the Recall Rights page with the effective date of the layoff.

The system enters the value of Layoff in the Reason field.

The system calculates the Expiration Date using the recall expiration rule attached to the labor agreement being processed.

The system will not insert a record into the Recall Rights page:
- If you select the Auto Reinstatement check box on the Layoff Process page.
- If the candidate does not have a value for the seniority date used by the recall expiration rule to calculate recall rights.
- If the Recall Expiration rule attached to the Labor Agreement is a No Recall rule.
See Understanding Recall Rights.

See Managing Recall Rights.
Updates the status of the processed candidates in the layoff roster with an event complete status.

See Setting Up Employee Roster Statuses.

Note. If the system encounters any errors when processing a candidate's layoff, the system will skip the person and enter a note into the process logged. The Layoff process includes the candidate on post processing reports, but their job data information is blank.

Roster ID	Displays the ID of the roster from which the process was launched.
Action and Action Reason	Select the action the layoff process is executing and the reason for the action. The system will insert these values into the Job Data row it creates for the people it is processing for lay off.

Auto Reinstatement

The auto reinstatement fields are available for temporary layoffs only.

Auto Reinstatement

Select if all of the people being laid off are to be reinstated at the same time. If you use the Auto Reinstatement field, the system will not insert a record into the Recall Rights page for the candidates being laid off.

Note. When you select an action, ensure that this action corresponds to the layoff Action. For example, if you process the layoff with the action of LOF (layoff), you can only reinstatement the candidates using the REC (recall) action. Candidates laid off with the action TER (termination) can only be reinstated with the action of REH (rehire).

See Maintaining Recall Rights.

Action and Action Reason

Select the action and the action reason for the reinstatement

Reinstatement Date

The system populates this with the expected reinstatement date from the layoff roster when you select the Auto Reinstatement check box, but you can edit it if necessary.

Layoff Reports

The Layoff Process produces two reports:

Layoff Roster Post Processing (HRLAY006).

This report displays a list of those workers laid off.

The Layoff Roster Post Processing report lists candidates that were not processed for layoff successfully without job data. Review this report to identify candidates that were not processed by looking for those without job data on this report.
Recall Rights Post Processing (HRLAY007).

This report lists those workers who have received recall rights.

Note. The system does not generate this report if you select the Auto Reinstatement check box.

Managing Recall Rights

To manage recall rights, use the Process Recall Rights component (HR_RUNCTL_RGT) and the Recall Rights component (HR_RCL_RIGHTS) .

This section discusses how to:

Process recall rights.
Maintain recall rights.

Note. Recall rights are the rights a laid off worker has to accept a lower level job (bumping) or to be recalled back to work when a position becomes available. Each labor agreement has a recall expiration rule that calculates how long a worker has recall rights following a layoff and under what circumstances those rights would expire.

Pages Used to Manage Recall Rights

Page Name	Object Name	Navigation	Usage
Process Recall Rights	HR_RUNCTL_RGT	Workforce Administration, Labor Administration, Layoffs and Recalls, Process Recall Rights, Process Recall Rights	Use to update the Recall Rights component with information from the Job Data records of those candidates who have a process event status on the roster and who were processed using PeopleSoft Mass Update.
Maintain Recall Rights	HR_RCL_RIGHTS	Workforce Administration, Labor Administration, Layoffs and Recalls, Recall Rights	View and maintain a worker's reemployment rights.

Processing Recall Rights

Access the Process Recall Rights page.

Note. Use this process only when using PeopleSoft Mass Update to update candidates' job information. The layoff, recall, and reinstatement processes create recall rights automatically.

Roster ID	Select the ID of the layoff or recall roster whose candidates' recall rights you want to update. The system will create a record in the Recall Rights component for those candidates who have a process event status on the roster. When an employee's recall rights have been processed for a particular Roster ID they cannot be processed a second time for the same Roster ID.
Reason	Select the reason for the new recall rights record. The system will insert this value in the Reason field on the Recall Rights page.

Maintaining Recall Rights

Access the Maintain Recall Rights page.

You can manually enter and maintain recall rights for a person but the system will create and populate a row on this page for each person being processed when you run the:

Process Layoff process.
Process Recall or Process Reinst (Reinstatement) processes.

Note. The system will create rows for those who accept a recall. Employees who reject recalls may lose their Recall Rights depending on the recall rights expiration rule assigned to their labor agreement. If a person rejects a recall, update the Recall Rights manually.
Process Recall Rights process.

This table shows the values that the system enters depending on which process you run:

Process	Effective Date	Recall Expiry Date:	Reason ID:	Roster ID:
Run Layoff Process	The date the layoff takes effect, as entered in the Termination Date field on the Layoff Process component.	The system populates this date using the recall expiration rule associated with the person's labor agreement.	LAYOFF	The system populates this field with the ID of the layoff roster that prompted the layoff action.
Recall or Reinstatement processes	The date the recall or reinstatement takes effect as entered in the Rehire Date column on the Recall Roster List or Reinstatement Roster List pages.	The system populates this date using the recall expiration rule associated with the person's labor agreement.	RECALL	The system populates this field with the ID of the recall or reinstatement roster that prompted the recall or reinstatement action.
Process Recall Rights On the Process Recall Rights page, you can select a: Layoff roster. Recall roster.	The system uses layoff roster termination date. The system uses recall roster rehire date.	The system populates this date using the recall expiration rule associated with the person's labor agreement. The system populates this field with the rehire date from the recall roster.	LAYOFF RECALL	The system populates this field with the ID of the roster that was selected on the Process Recall Rights page.

Recall Expiration Date

Enter the date the person's recall rights expire.

The system does not include candidates whose recall rights have expired when creating recall or reinstatement rosters.

Reason

Select the reason the person obtained the recall right.

See Setting Up Layoff and Recall Control Tables.

Roster ID

The system populates this with the layoff or recall roster ID.

Managing Recalls and Reinstatements

To manage recalls and reinstatements, use the Recall Roster component (HR_RECALL_ROSTER), the Reinstatement Roster component (HR_REINST_ROSTER), and the Recall/Reinstatement Process component (HR_RUNCTL_REINSTAT).

This section provides an overview of reinstatements and recalls and discusses how to:

Set up a recall roster.
Manage a recall roster.
Set up a reinstatement roster.
Manage a reinstatement roster.
Process recalls and reinstatements.

Understanding Reinstatements and Recalls

You have two methods of rehiring employees laid off using the Layoff process. The Reinstatement process is intended to enable you to rehire laid off workers quickly while the Recall process gives you some more flexibility in who you rehire and how, but takes a bit more time. This table lists some of the key differences between the two processes:

Recalls	Reinstatements
Populate the roster with rehire candidates from a group or from a layoff roster.	Populate the roster with reinstatement candidates from a layoff roster only.
Candidates are sorted by seniority and tie breakers.	Candidates are sorted by EmplID number
You can use PeopleSoft Mass Update, instead of the recall process, to update the system with the candidates' recall information.	You can only update the system with the Reinstatement process.
Processes permanent and temporary layoff rosters.	Processes temporary layoff rosters only

Pages Used to Manage Recalls and Reinstatements

Page Name	Object Name	Navigation	Usage
Recall Roster Setup	HR_RECALL_SETUP	Workforce Administration, Labor Administration, Layoffs and Recalls, Recall Roster, Recall Roster Setup	Define the recall roster parameters.
Recall Roster List	HR_RECALL_CAND_LST	Workforce Administration, Labor Administration, Layoffs and Recalls, Recall Roster, Recall Roster List	Manage the recall roster.
Reinstatement Roster Setup	HR_REINST_SETUP	Workforce Administration, Labor Administration, Layoffs and Recalls, Reinstatement Roster, Reinstatement Setup	Define the reinstatement roster parameters.
Reinstatement Roster List	HR_REINST_CAND_LST	Workforce Administration, Labor Administration, Layoffs and Recalls, Reinstatement Roster, Reinstatement Roster List	Manage the reinstatement roster.
Process Recall/Reinstatement	HR_RUNCTL_REINSTAT	Workforce Administration, Labor Administration, Layoffs and Recalls, Recall Roster, Recall Candidate List Click the Run Recall Process button. Workforce Administration, Labor Administration, Layoffs and Recalls, Reinstatement Roster, Reinstatement Roster List Click the Run Reinst Process button.	Use the HR_REIN_EXEC process to recall or reinstatement workers.

Setting Up a Recall Roster

Access the Recall Roster Setup page.

The system only includes candidates whose recall rights are still valid or those candidates who have a No Recall recall rights rule attached to their labor agreement in the recall roster.

Group ID

To populate the recall roster with members in a group, select a group ID.

If you select a group ID, confirm that it includes candidates with the HR status you want for this roster (either Active or Active and Inactive).

Layoff Roster ID

To populate the recall roster with workers laid off from a roster, select the ID of the layoff roster. When generating the roster, the system first checks that the layoff for those candidates was successful and excluded those candidates that weren't successfully laid off.

Maintaining a Recall Candidate List

Access the Recall Roster List.

The system will populate the Recall/Reinstatement Roster in one of two different ways:

If the labor agreement has a no recall expiration rule, the system populates the roster with candidates that were previously laid off.
If the labor agreement has recall expiration rule that gives workers recall rights, the system populates the roster with candidates who have been previously laid off and who have valid recall rights.

Those workers whose recall rights have expired (as determined by the recall rights expiration rule attached to their labor agreement) are not eligible for recall.

You can process candidates in batches. The recall process processes those candidates who have a status with the Process Event? check box selected as part of its definition. After the recall process processes candidates with a process event status, the system resets the candidates' status to one with the Event Complete? check box selected as part of its definition. The recall process will not reprocess candidates with an event complete status.

To process another group of candidates, set the status of a new group of candidates to a process event status and run the recall process again.

Click Process Recall to access the Recall/Reinstatement Process page and process the candidates for recall.

Adding Candidates Manually

You can manually add candidates to the roster (for example, only six former workers still have recall rights but you need to recall eight). To add a candidate manually, add a row and select an EmplID and employee record number. Click the Man Emp (Manual Employee) button to retrieve the person's job details. Once the worker's details have been retrieved, the button becomes display only. The system assigns all manually-added candidates the permanent rank of zero.

The system updates the Nbr in Group to Consider and Total in Group values to reflect the additional candidates.

Note. You can remove candidates who were manually added to the roster.

Setting Up a Reinstatement Roster

Access the Reinstatement Roster Setup page.

Layoff Roster ID

Select the ID of the temporary layoff roster that you are reinstating.

People laid off using a permanent layoff roster need to be recalled using the Recall Roster component and process.

Default Employee Roster Status

Select the default roster status of the recall candidates. The system will populate the roster Status field with this value and you can modify it as necessary.

Maintaining a Reinstatement Roster List

Access the Reinstatement Roster List page.

You can process candidates in batches. The reinstatement process processes those candidates who have a status with the Process Event? check box selected as part of its definition. After the reinstatement process processes candidates with a process event status, the system resets the candidates' status to one with the Event Complete? check box selected as part of its definition. The reinstatement process will not reprocess candidates with an event complete status.

To process another group of candidates, set the status of a new group of candidates to a process event status and run the reinstatement process again.

Processing Recalls and Reinstatements

Access the Process Recall/Reinstatement page.

Running the Recall/Reinstatement Process for a Recall Roster

When you run the recall/reinstatement process (HR_REIN_EXEC) for a recall roster, the process:

Inserts a new row in the Job Data pages with the effective date equaling the rehire date entered on the recall roster.

The system copies all of the data from the previous Job Data row to the new row and includes the Action and Action Reason values you select here.

See Adding Organizational Instances for Employees, Contingent Workers, and POIs.
Inserts a new row into the Recall Rights page expiring their recall rights, with the effective date equaling the rehire date entered on the recall roster.

The system enters the value of Recall in the Reason field.

The system enters the recall roster's rehire date as the Expiration Date.

See Maintaining Recall Rights.
Updates the status of the processed candidates in the recall roster with an event complete status.

See Setting Up Employee Roster Statuses.

Running the Recall/Reinstatement Process for a Reinstatement Roster

When you run the recall/reinstatement process (HR_REIN_EXEC) for a reinstatement roster, the process:

Inserts a new row in the Job Data pages with the effective date equaling the rehire date entered on the reinstatement roster.

The system copies all of the data from the previous Job Data row to the new row and includes the Action and Action Reason values you select here.

See Adding Organizational Instances for Employees, Contingent Workers, and POIs.
Inserts a new row into the Recall Rights page expiring their recall rights, with the effective date equaling the rehire date entered on the reinstatement roster.

The system enters the value of Recall in the Reason field.

The system enters the reinstatement roster's rehire date as the Expiration Date.

See Maintaining Recall Rights.
Updates the status of the processed candidates in the reinstatement roster with an event complete status.

See Setting Up Employee Roster Statuses.

Recall/Reinstatement Report

The recall and reinstatement process creates the Recall/Reinstatement Roster Post Processing report (HRLAY008) after it completes the recall process. This report lists those workers rehired. It also creates the Recall Rights Post Processing report (HRLAY007) which list the recall rights created for the rehired workers.

These reports list candidates that were not processed successfully without job data. Review the reports to identify candidates that were not processed by looking for those without job data on this report.

Processing Layoffs and Recalls Using PeopleSoft Mass Update

To process a layoff or a recall using PeopleSoft Mass Update:

Select the Use Mass Update? check box on the Layoff Roster Setup or Recall Roster Setup page.
Set the status of the candidates you want to process to a process event status on the Layoff Roster List or Recall Candidate List page.

See Setting Up Employee Roster Statuses.
In the Query Manager component (QUERY_MANAGER), define a query that selects the roster and the candidates to be processed for layoff or recall.

Note. We have included two sample queries, HR_UNION_LAYOFF and HR_UNION_RECALL, that you can modify to meet your needs.

See Enterprise PeopleTools PeopleBook: PeopleSoft Query
Create a group in the Group Build - Group Definition component.

See Setting Up and Working with Group Definitions.
Attach the query to the group.

Note. We have included two sample groups, K0LAYOFF and K0RECALL, that you can use if you use the sample queries.
Set up a Mass Update ID on the Define Mass Update component (MU_SETUP). Enter the following information:
- In the Population Selection Criteria grid on the Common Changes (MU_SETUP_CHANGES) page, select Group Build in the Select By field and the name of the group you are processing in the Group field.
- Select the job data that you want to update for the candidates that you are processing for layoff or recall.
  
  For example, in addition to selecting to update the Action and Action Reason fields with the value of Recall, you may also want to update the Standard Hours field with a value of 30.
See Setting Up Mass Update Definitions.
Prepare the Mass Update ID on the Create Mass Updates page.
Preview the Mass Update ID on the Report Mass Updates or Manage Mass Updates pages.
Process the Mass Update ID on the Execute Mass Updates (RUNCTL_MU_EXECUTE) page.

See Setting Up and Processing Mass Updates.

Running Layoff and Recall Reports

To run layoff and recall reports, use the Seniority Report component (HR_RUNCTL_LAY003), Layoff Roster Report component (HR_RUNCTL_LAY001), Bumping Report component (HR_RUNCTL_LAY002), Candidate List Report component (HR_RUNCTL_LAY004), and the Recall Roster Report component (HR_RUNCTL_LAY005).

This section discusses how to:

Run the Seniority report.
Run the Layoff Roster report.
Run the Bumping report.

Pages Used to Run Layoff and Recall Reports

Page Name	Object Name	Navigation	Usage
Layoff Roster Report	HR_RUNCTL_LAY001	Workforce Administration, Labor Administration, Reports, Layoff Roster Report	Use to run a report on the setup and roster list information of a layoff roster (HRLAY001).
Bumping Report	HR_RUNCTL_LAY002	Workforce Administration, Labor Administration, Reports, Bumping Report	Use to run the Bumping report (HRLAY002). This report displays worker job data history and bumping sequence as set up on the labor agreement.
Seniority Report	HR_RUNCTL_LAY003	Workforce Administration, Labor Administration, Reports, Seniority Report	Use to run the Seniority report (HRLAY003). The report lists workers, their seniority dates, and the values for those dates.
Candidate List Report	HR_RUNCTL_LAY004	Workforce Administration, Labor Administration, Reports, Candidate List Report	Use to run the Candidate List Report (HRLAY004). This report lists the workers with recall rights that have not expired.
Recall Roster Report	HR_RUNCTL_LAY005	Workforce Administration, Labor Administration, Report, Recall Roster Report	Use to run a report (HRLAY005) on the setup and roster list information of a recall roster.

Running the Layoff Roster Report

Access the Layoff Roster Report run control page.

Select the Roster ID you want to report on. To further categorize, select one or more employee roster status in the order in which you want the report to list the people with those statuses.

Running the Bumping Report

Access the Bumping Report run control page.

Select the roster ID you want to report on. To further limit your search, select values in the other fields. The system will only return the information for those workers that meet the criteria you specify.

Running the Seniority Report

Access the Seniority Report page.

Select values in the fields to limit your search. The system will only return the seniority information for those workers that meet the criteria you specify.

Event Type	Select the type of event in which this group will be used: Select Layoff to include only workers with an HR status of Active in your group definition. Select Recall to include workers with an HR status of either Active or Inactive. This enables you to include workers who have been laid off (HR status of Active) or terminated (HR status of Inactive) in your recall group.
As of Date	Only bargaining units, labor agreements, labor facilities, and job codes active as of this date are available on this page.
Bargaining Unit	Select the bargaining unit that you are using to define this group. The system will display the labor agreement, and its contract dates, associated with this unit in the Labor Agreement grid. Note. You must select a bargaining unit associated with a labor agreement since the layoff, recall, and reinstatement processes use the information you set up on the labor agreement. See Setting Up Bargaining Units.
Labor Facility ID	Select the ID of the labor facility you are using to define this group. Leave this field blank to include people in all the facilities. The system will populate the options with the labor facilities assigned to the labor agreements associated with the selected bargaining unit. See Setting Up Labor Agreement Control Tables.
Job Code and Include	The system displays the job codes associated with the labor agreements. Select the Include check box next to those job codes you want to include in this group definition. See Assigning Job Codes to Labor Agreements.
	Click to save the group definition without populating the Group Members page.
	Click to save the group definition and populate the group members page with the people assigned to the labor agreements, labor facilities, and job codes selected on this page.