Configuration Approach - Action Reason Codes - Core-CT

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Jiasoj
sl
Jdfljsdoi
State of Connecticut
Core-CT Project
Configuration Approach
Action Reason Codes
Item Overview:
The ACTN_REASON_TBL is an edit table used to record combinations of action codes and the reason
codes that are valid for that action. Action / Action Reasons also drive key benefits functions including
eligibility and event processes.
Menu Path:
Go / Administer Workforce / Administer Workforce (GBL) / Setup / Action Reason Table
ACTN_REASON_TBL
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Configuration Approach
Action Reason Codes
Jiasoj
sl
Jdfljsdoi
State of Connecticut
Core-CT Project
Record Information:
PS RECORD NAME
ACTN_REASON_TBL
RECORD NAME
Action Reason Table
DESCRIPTION
Used to associate valid reasons to actions so that
when an action is inserted into an employee’s
data a valid reason for the action can also be
added.
Approach:
 Although the HR Team is leading the effort to configure this table, participation will be required from
both the Benefits and Payroll Teams since the values affect system processing for all modules.
Representatives from each team will meet on an ongoing basis to review, validate, and refine the
existing and new values. HR will initially populate the configuration spreadsheet by comparing
screen prints of the actions and reasons in APS to the report of actions and reasons delivered in
PeopleSoft. Actions will not be changed. However, additional reasons will be added if necessary.
Delivered reasons that will not be used will be set to an effective status of ‘I’ (inactivate) to prevent
accidental use.
Although PeopleSoft delivers over 190 action/action reason combination a sample of the action reasons
associated with the Hire action are listed below.
HIR
HAF Hired from Affiliate
HIR
LNP Loan from Parent Company
HIR
NGR New Graduates
HIR
NPS New Position
HIR
PIT
Permanent Int Cpny Transfer
HIR
TMP Temporary Assignment
HIR
TRN Trainee
HIR
XFR Transfer
Information Source:
 All of the information from this table should be gathered from the Department of Administrative
Services (DAS).
Data Entry Method:
__Y___On-Line Pages
_____ Excel Spreadsheet
Fields on Record:
PS RECORD NAME/
PS FIELD NAME
ACTN_REASON_TBL
ACTION
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FIELD NAME
DESCRIPTION
Action
XLAT. 3 upper characters in length. This is a
required field that is used to indicate current
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Jiasoj
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Jdfljsdoi
State of Connecticut
Core-CT Project
Configuration Approach
Action Reason Codes
ACTION_REASON
Reason Code
EFFDT
Effective Date
EFF_STATUS
Status as of
Effective Date
DESCR
Description
DESCRSHORT
Short
Description
Benefits
Employee Status
BEN_STATUS
BAS_ACTION
Benefits
Administration
Action
COBRA_ACTION
COBRA Action
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employee status. For example, HIR = Hire, REH =
Rehire, PRO = Promotion. The information
contained within this field impact Benefits and
Payroll
Required field consisting of 3 uppercase characters
used to describe the reason for the action. For
example, for a Leave of Absence action, the reason
may be MAT = Maternity/Paternity. This
information is useful for reporting and for
determining benefit eligibility. The information
contained within this field impact Benefits and
Payroll; therefore, a joint effort in configuring this
table is necessary.
Required date field. 10 characters in length. Default
date to 01/01/1901. This date indicates when the
action occurred and is important because it will
impact such things as employee and job history.
Please note that since PS delivers multiple dates for
action reasons the State of Connecticut must be
careful to ensure that the effective date logic matches.
Required 1-digit uppercase character field. Defaults
to ‘A’ for active. Configure to “A”. Shows the
employee’s status as of a specific effective date. This
field will be set to a value of ‘I’ for those action
/action reason combinations that the State of
Connecticut does not want to use.
This field consists of 30 mixed characters. This field
is used as a long description of the action reason
code.
10 mixed characters. This field is used as a short
description of the action reason code.
XLAT. 5 uppercase characters in length. Depending
on the Reason Code, an employee’s benefit status is
determined and is coded in this field. Some examples
of benefit status are Active, Suspended, Leave with
Benefits, and Terminated.
3 uppercase characters. This field is used to link the
Action and Reason Codes to determine the rules
under which the event should be processed for event
maintenance and open enrollment. To set the actual
values for this field the HR team will need to confer
with Benefits Team. Specifically, once the Eligibility
and Event Rules work units are complete this field
must be considered.
3 uppercase characters. This field is used by the
Benefits Administration module to link Actions and
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Jiasoj
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Jdfljsdoi
State of Connecticut
Core-CT Project
ACTRSN_CAN_SBR
ROE_REASON
Configuration Approach
Action Reason Codes
Actions Reasons to the Event Class to determine
eligibility for COBRA.
Canada uses.
Canada uses. Use default of ‘K’.
Canadian ROE
Reason
ACTRSN_GER_SBR
WRKS_CNCL_APPR_GER Works Council
Approval
SPK_MAN_APPR_GER
Spokesmen
Committee
Approval
COMP_DR_APPR_GER
Company
Doctor’s
Approval
DECISIONGRP_GER
Works Council
Decision Grp
ACTRSN_FED_SBR
GVT_JOB_BAS_ACTVTY Trigger JOB
BAS Activity
BN_MJ_WORKFLOW
Notify Benefits
Administrator
ACTRSN_MEX_SBR
IMS_TER_REASON_MEX
Germany uses.
Germany uses. Use default of ‘N’.
Germany uses. Use default of ‘N’.
Germany uses. Use default of ‘N’.
Germany uses. Use default of ‘N’.
Federal Gov’t. uses.
Federal Gov’t. uses. Use default of ‘Y’.
1 uppercase character. Defaults to ‘N’. This field
indicates (Y or N) whether a workflow to the Benefits
Administrator should be initiated for a Job action that
may have an impact on the determination of an
employee's primary job for benefits. Since the State
of Connecticut will not be using eBenefits
functionality initially, this field should be set to ‘N’.
Mexico uses.
IMSS
Termination
Reason
INFOAVIT
Reason
Mexico uses. There is no default. Leave blank.
SUA_REASON_MEX
SUA Reason
Mexico uses. Use default of ‘0050’.
IMS_PRN_FORM_MEX
IMSS Print
Form
Mexico uses.
MAINT_VAR_SDI_MEX
Maintain
Variable SDI
Mexico uses. Use default of ‘0040’.
INF_REASON_MEX
ACTRSN_AUS_SBR
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Mexico uses. There is no default. Leave blank.
Australia uses.
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Jiasoj
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Jdfljsdoi
State of Connecticut
Core-CT Project
Configuration Approach
Action Reason Codes
APS_MOVE_CD_AUS
Movement code
Australia uses. There is no default. Leave blank.
SYSTEM_ DATA_FLAG
System Data
Flag
Required Edit Field, 1 Upper Case, Defaults to ‘N’.
Field value should be set to ‘N’.
Dependencies and Timing:
 The Setup of the specific Benefits related Action/Action Reason combinations depends on the setup
of the Eligibility and Event Rules work units/tables.
Testing Considerations:
 Verify that the page can be viewed without error.
 Validate that the action/action reason combination display properly on the Job Data pages.
 Verify that the action reason codes work with the automated benefits and payroll functionality.
 Verify that the COBRA events tie to the correct action/action reason combinations.
Assumptions:
 Limited COBRA functionality is being used by the State of Connecticut only to generate initial
COBRA notification letter.
 Ben Admin functionality is being used by the State of Connecticut
 Action reasons codes will be reviewed with agencies that have their own legacy systems such as
UCONN, UCONN Health, Judicial, Dept of Education, Dept of Mental Retardation
 That the State of Connecticut will not use any international functionality.
Revisions
Comments:
Name:
Changes Needed:
Reasons:
Input Provided By:
Name
Shari Grzyb
Bette Jenak
John Woodyard
Lisa Lagus
Lina Simonu
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Title, Department
PPO, DAS
PPO, DOSR
Benefits Team Lead, Accenture
HR Team Lead, Accenture
HR Team Lead, DAS
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Jiasoj
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Jdfljsdoi
State of Connecticut
Core-CT Project
Configuration Approach
Action Reason Codes
SIGNOFFS
Configuration Team
_________________________
_________________________
_________________________
_________________________
Configuration Team Leads
_________________________
Ryan Oakes
_________________________
Ron Kuehner
Module Team Leads
_________________________
_________________________
Team Leads
_________________________
Rajeev Sharma
_________________________
Anne North
_________________________
Sue Martin
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