PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage French Public Sector

Processing Career Advancement

This chapter provides an overview of the career advancement processes, lists prerequisites, and discusses how to:

Calculate step increment dates.
Search for next advancements.
Calculate collective advancement.
Advance employees manually.
Simulate advancement.

Note. In the Manage French Public Sector business process, career advancement pertains to automatic step or substep increment. Unless otherwise indicated, all business rules that are defined for step increments are also applied to substep increments within the same scale letter.

Understanding the Career Advancement Processes

The career advancement process exists in three forms:

Advancement date calculation SQR process (FPA005).

Calculates the expected step or substep increment date for one employee or all employees.
Advancement processing.

This comprises several successive processes. All employees whose automatic step or substep increment is pending are listed and moved through collective processing.
Advancement simulation.

Enables you to simulate future automatic step or substep increments.

For each process, the affected employee's status must authorize career management and automatic step increment. The current step must also authorize automatic advancement.

Prerequisites

All automatic step increment processes use the following tables:

FPS Installation Parameters.

The processes use these fields: Days Before (Sub)Step Increment, Action for (Sub)Step Increment, Seniority Calculation, and Terminating Date.
Status/Population Codes.

The system checks whether the automatic step increment is authorized for each status. Processes are run only for employees whose statuses authorize career management and automatic step increment. The Career Data Authorized and Automatic (Sub)Step Increment check boxes on the Status/Population Codes page must be selected.
Salary Grade Steps.

The processes use these fields on the Salary Grade Steps page: Length in Step or Sub-step, Minimum Length for (Sub)Step Incr, Automatic (Sub)Step Increment, and Next (Sub)Step for Increment. The processes consider only employees whose current steps allow automatic advancement.
Civil Service Positions.

The system checks whether automatic step increment is authorized for each civil service position. The employee's civil service position at the advancement date must authorize automatic advancement. If it does not, advancement is postponed until the employee's civil service position changes.

Calculating Step Increment Dates

This section provides an overview of the Advancement Date Calculation SQR process (FPA005) and discusses how to calculate step increment dates.

Understanding the Advancement Date Calculation SQR Process (FPA005)

Before starting the advancement process, you must calculate seniority. The advancement process begins on the date when the employee was assigned his or her current step or substep.

The process considers:

The credited seniority, which is determined by the seniority process.
The career advancement percentage that is associated with civil service position seniority.
Reductions in step duration for step increments, but not for substep increments.
All setup data that is established in the FPS Installation Parameters, Status/Population Codes, Salary Grade Steps, and Civil Service Position tables.

The calculation does not consider part-time work.

The process creates the FPA005.LIS file that contains employee ID, seniority, and advancement date data for a list of employees. Possible errors are also indicated on the report (such as credited seniority longer than the average length).

Use the Career - Comp. Seniority (career - compensation seniority) page to view the result of an individual employee advancement date calculation. Each time you launch the advancement process, the date is recalculated depending on the employee record.

Page Used to Calculate Step Increment Dates

Page Name	Definition Name	Navigation	Usage
Step Increment Date	RUNCTL_FPA005	Workforce Administration, Collective Processes, Manage Advancement FPS, Step Increment Date, Step Increment Date	Run the Advancement Date Calculation process that calculates the expected step or substep increment dates.

Calculating Step Increment Dates

Access the Step Increment Date page (Workforce Administration, Collective Processes, Manage Advancement FPS, Step Increment Date, Step Increment Date).

You can calculate the advancement date for one employee or all employees.

ID and Empl Rcd# (employee record number)

Leave these fields blank to calculate for all employees.

Searching for Next Advancements

This section provides an overview of how to search for next advancements and lists the pages used to search for next advancements.

Understanding How to Search for Next Advancements

The system enables you to search for employees whose advancement date falls within a specific period after you run the Advancement Date Calculation process. You define this period in the Days Before (Sub) Step Increment field in the FPS Installation Parameters component.

To search for next advancements, run the Employees to be Promoted SQR process (FPA310).

This process:

Activates the Advancement Flag for employees whose advancement date is between the system date and the duration that is defined in the FPS Installation Parameters component.

For example, if the duration is 30 days, the advancement flag is activated for all employees whose advancement date is expected within 30 days after processing.
Considers only employees whose current statuses and steps or substeps authorize automatic advancement and whose civil service positions on the expected advancement dates authorize automatic advancement.
Accounts for PeopleSoft Enterprise HRMS security rules.

The system defines the department and employee scope that are affected by the process, depending on the user's ID code.

The process creates the file FPA310.LIS that lists employees that are to be advanced.

Pages Used to Search for Next Advancements

Page Name	Definition Name	Navigation	Usage
Next Step Increment	RUNCTL_FPA710	Workforce Administration, Collective Processes, Manage Advancement FPS, Next Step Increment, Next Step Increment	Run the Employees to be Promoted process that Activates the advancement flag depending on FPS Installation Parameters and Step Increment Date.
Reset Date and Adv Flag (reset date and advancement flag)	PRCSRUNCNTL	Workforce Administration, Collective Processes, Manage Advancement FPS, Reset Advancement Dates, Reset Date and Adv Flag	Run the Reset Date and Adv Flag SQR process (FPA325). This process resets advancement dates and advancement flags.

Calculating Collective Advancement

This section provides an overview of collective advancement and lists the pages used to calculate collective advancement.

Understanding Collective Advancement

Using the Step Increment SQR process (FPA320), you can automatically move all employees whose Advancement Flag has been activated. Before launching this process, indicate which corps to process.

The process updates the employees' Career records. A new row is inserted with the following field values:

The Effective Date is the expected advancement date.
The Action and Reason codes are defined in the FPS Installation Parameters table for step or substep increments.
The step or substep is the Next Step for Advancement that is defined on the Salary Grade Steps page.

Pages Used to Calculate Collective Advancement

Page Name	Definition Name	Navigation	Usage
Automatic Step Increment	RUNCTL_FPA320	Workforce Administration, Collective Processes, Manage Advancement FPS, Automatic Step Increment	Launch the Automatic Step Increment PSJob process (FPA001) to move all employees with an activated Advancement Flag. The Automatic Step Increment process (FPA001) combines two SQR processes, Employees to be Promoted process (FPA310) and the Step Increment process (FPA320). Note. If you run the FPA001 process, you do not need to run the FPA310 process. You can run the Step Increment Date process (FPA005) and proceed immediately to the automatic step increment by running the FPA001 process.
Step Increment	RUNCTL_FPA320	Workforce Administration, Collective Processes, Manage Advancement FPS, Step Increment	Run the Step Increment process (FPA320).

Page Name

Definition Name

Navigation

Usage

Automatic Step Increment

RUNCTL_FPA320

Workforce Administration, Collective Processes, Manage Advancement FPS, Automatic Step Increment

Launch the Automatic Step Increment PSJob process (FPA001) to move all employees with an activated Advancement Flag. The Automatic Step Increment process (FPA001) combines two SQR processes, Employees to be Promoted process (FPA310) and the Step Increment process (FPA320).

Note. If you run the FPA001 process, you do not need to run the FPA310 process. You can run the Step Increment Date process (FPA005) and proceed immediately to the automatic step increment by running the FPA001 process.

Step Increment

RUNCTL_FPA320

Workforce Administration, Collective Processes, Manage Advancement FPS, Step Increment

Run the Step Increment process (FPA320).

Advancing Employees Manually

To advance employees manually:

Access the Career - Classification page.
Click the Step Increment button.

This button appears after you launch the Advancement Date Calculation and Step Increment processes. The system inserts a new row with the following data:
- The effective date—the increment date that is calculated by Advancement Date Calculation process (FPA005).
- The action—the action for (sub)step increment that is defined by the FPS Installation Parameters.
- The step—the next (sub)step for increment that is defined on the Salary Grade Steps page.
Save the data.

Simulating Advancement

This section provides an overview of simulating advancement and lists the pages used to run simulations.

Understanding Simulating Advancement

Run the Advancement Simulation SQR process (FPA010) to simulate future automatic step increments.

You must first calculate the advancement dates and select the period to be examined. Otherwise, the system simulates advancement for all dates that are available in the database. You can simulate advancement for a corps or an employee. The employee's status and civil service position must authorize advancement. Simulations are stored on the Career 2 table.

The Advancement Simulation process creates a list of employees and their career statuses after advancement simulation in the FPA010.LIS file. Run the Career Simulation Report to print a list of simulated career data.

Pages Used to Run Simulations

Page Name	Definition Name	Navigation	Usage
Step Increment Simulation	RUNCTL_FPA010	Workforce Administration, Collective Processes, Manage Advancement FPS, Step Increment Simulation, Step Increment Simulation	Start the Advancement Simulation SQR process (FPA010).
Delete Simulation Data	PRCSRUNCNTL	Workforce Administration, Collective Processes, Manage Advancement FPS, Delete Simulation Records, Delete Simulation Data	Clear the advancement simulations.
Reset Date and Adv Flag (reset date and advancement flags)	PRCSRUNCNTL	Workforce Administration, Collective Processes, Manage Advancement FPS, Reset Advancement Dates, Reset Date and Adv Flag	Reset the date and advancement flags created by your simulations.
Career Simulation Report	RUNCTL_FPACRYSTAL3	Workforce Administration, Collective Processes, Manage Advancement FPS, Career Simulation Report, Career Simulation Report	Run the Career Simulation Report (FPA_CARB) that lists the simulated career data after reclassification or simulation of step increment.