Performing Automatic Actions

To set up Automatic Action messages, use the Automatic Action Msgs (GVT_AUTOACTNMSG_TB) component.

These topics provide an overview of the menus, list pages used for each Automatic Action process, and discuss how to perform automatic actions.

Page Name

Definition Name

Usage

Automatic Action Messages Page

GVT_AUTOACTMSG_TBL

Define Automatic Action messages.

Process Automated Actions USF Page

RUNCTL_AUTO_ACTNS

Specify automatic action run control parameters for the probation termination and tenure conversion processes.

Process WGI Auto Action USF Page

RUN_FGHR002B

Specify automatic action run control parameters for processing WGIs.

Probation Notifications USF

GVT_PROB_END_NOTE

View impending probationary period termination notifications online.

Tenure Conversion Notice USF Page

GVT_TEN_END_NOTICE

View 60-day tenure notifications online.

Within Grade Incr Notice USF Page

GVT_WGI_NOTICE

View impending WGI notifications online.

The following table provides an overview of the menus and pages used for each automatic action process. However, this table does not include manual setup and verification. Run all of these processes from the Workforce Administration, Collective Processes menu.

Step

Function

Navigation

Option to select in PeopleSoft Process Scheduler

Process Type and Name

1

Identify employees, create notices, and send notices to supervisor worklists.

Process Automated Actions USF

60 Day Probation Term Notices

Application Engine FGHR003A

Or 60 Day Tenure Notices

Application Engine FGHR004A

Or 60 Day WGI Notices

Application Engine FGHR002A

2

Update employee records and send notices to supervisor worklists.

Process Automated Actions USF

Process Probation Terminations

Application Engine FGHR003B

Or Process Tenure Conversions

Application Engine FGHR004B

Or Process WGI Auto Action USF

Load Within Grade Increases

Application Engine FGHR002B

Use the Process Automated Actions USF page (RUNCTL_AUTO_ACTNS) to specify automatic action run control parameters for the probation termination and tenure conversion processes.

Navigation:

Workforce Administration > Collective Processes > Process Automated Actions USF > Process Automated Actions USF

This example illustrates the fields and controls on the Process Automated Actions USF page. You can find definitions for the fields and controls later on this page.

 Process Automated Actions USF page

Field or Control

Description

Company

Enter the company for which you would like to identify employees and create notifications.

As Of Date

The as of date is set by default to the system date. The process identifies all rows with a probation date within 60 days in the future from this date.

Process Request

Click to run this request. PeopleSoft Process Scheduler runs the Automatic Actions process at user-defined intervals.

See the product documentation for

PeopleTools: Process Scheduler

Use the Process WGI Auto Action USF page (RUN_FGHR002B) to specify automatic action run control parameters for processing WGIs.

Navigation:

Workforce Administration > Collective Processes > Process WGI Auto Action USF > Process WGI Auto Action USF

This example illustrates the fields and controls on the Process WGI Auto Action USF. You can find definitions for the fields and controls later on this page.

 Process WGI Auto Action USF page

Field or Control

Description

Company

Enter the company for which you would like to process WGIs.

As Of Pay Period End Date

This field is set by default to the system date, but you must change it to a valid pay period end date for the pay calendar you have created. The system processes within-grade increases for employees with a WGI due date before this date, usually the begin date for the same pay period. However, the system also processes WGIs due before this pay period-retroactive WGIs.