Understanding WIP Management System Setup

PeopleSoft Human Resources provides a work-in-progress (WIP) management system that works together with Workflow to automate the tracking and processing of personnel action requests (PAR) and Federal eApps for Self Service.

These topics discuss:

  • Delivered setup.

  • Configuration steps.

Human Resources delivers definitions for the USFED WIP management transaction for personnel action requests (PAR) and definitions for these self service transactions:

  • Employee self-service transactions:

    • Address Change (FE_ADDRESS)

    • Marital Status Change (FE_MARITAL

    • Name Change (FE_NAME)

  • Manager Self Service transactions:

    • Full-Time / Part-time Status (FE_FTPT)

    • Location Change (FE_LOCATION)

    • Reporting Change (FE_REPORTING)

    • Promotion (FE_PROMOTION)

    • Reassignment (FE_REASSIGN)

    • Retirement (FE_RETIRE)

    • Separation (FE_SEPARATE)

WIP set up tables are delivered as system data. You can modify the delivered setup to suit your agency's WIP processing needs. Setting up WIP control parameters is usually a one-time-only process that you do when you first configure your PeopleSoft Human Resources system. The setup information in these topics is for your agency's system administrator who will perform the setup and is not for managers or system users.

Note: All discussions assume that you understand the processes that are being described.

These are the WIP system configuration steps:

  1. Plan and design your WIP process.

  2. Set up WIP status codes and associate them with status types and batch processes for reporting.

  3. Set up WIP activities and component processing.

Designing Your Agency's WIP Process

Follow these steps to plan your WIP process setup:

  1. Review the delivered sample USFED WIP system parameters as an example of WIP setup.

    See Understanding Delivered Sample WIP System Parameters.

  2. Analyze your agency's review process and determine the levels of review that you need for PARs and recruiting processes.

  3. Design your system based on your agency's requirements for routing requests and other data through approval processes.

    Use the charts of sample parameters presented in these topics as a starting point. You can use the charts as is, change them, or use them as templates to set up your own charts in similar formats.

Defining WIP Status Codes and Associating Status Types

To configure your WIP status controls:

  • On the Transaction Setup page, define the WIP status codes that you want to use.

    Defining WIP status codes classifies the WIP process into steps. You use those steps to define routing and tracking in PeopleSoft Workflow.

    The WIP status code tells PeopleSoft Workflow when and where to send data to the next step of the request/approval cycle or other type of cycle. When reviewers change the WIP status of a request, the PeopleSoft Workflow process that you link to a status ensures that the action goes through all of your agency's review levels and keeps it going until it is completed as an actual event.

  • Associate a status type with the status code.

    The status type tracks the requests and tells related processes when to add data rows.

  • On the Batch Programs page, specify the WIP status and type for related processes.

    During processing, the identified process creates a new database row for the specified status type and enters the associated WIP status.

Setting Up Activities and Component Processing

In the Approval Flow component, associate components with WIP activities and further specify the WIP status processing, workflow routing, and other component-level processing controls for each WIP activity.