Setting Up Flexible Service Tracking Defaults

To set up flexible service tracking defaults, use the Position Data (POSITION_DATA) and Job Code Table (JOB_CODE_TBL) components.

This section discusses how to:

  • Set up the Position Data table.

  • Set up the Job Code table.

Note: To accrue service credits, a worker must be assigned to a calculation group. You can set defaults on the Position Data table and the Job Code table to associate a position, a job code, or both with a calculation group.

If you are using the Manage Positions business process in PeopleSoft HR, you can assign a default calculation group using the Position Data table.

The Manage Positions business process is used mostly by organizations that rarely change their structure or position definitions. The Manage Positions business process enables you to create position numbers (established in the Position Data Table) that define specific information about a given position.

When you hire a new worker, you can specify the code for the job position. All of the information that is defined for the position in the Position Data Table, including the service calculation group, automatically populates the worker's employment record.

Selecting a calculation group on the Position Data table enables you to associate that calculation group with the selected position number.

Select the Calc Group (Flex Service) (calculation group [flexible service]) for which you want accrued service automatically applied on the Position Data - Specific Information page. This provides the default for flexible service tracking to the Position Data table.

You can also assign a default calculation group using the Job Code table.

By doing this, you associate all workers who are assigned to a job code with the default calculation group. The calculation group populates the worker's employment record—first from the Position Data table, if present, and then from the Job Code table.

Set default calculation groups at the job code level on the Job Code Table - Job Code Profile page.

Select the Service Calculation Group for which you want accrued service automatically applied; this provides the default for flexible service tracking to the Job Code table. This calculation group applies to any worker who is assigned this specific job code.