Common Elements for Managing Layoffs and Recalls

Field or Control	Description
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 Worker Recall Rights Process 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 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 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.
Generate Roster	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.
Refresh Roster	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.
Regenerate Roster List	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.
View Roster	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.
Apply	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 and Working with 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 Employee Layoff/Recall Status Page.