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 D:\116104480.doc 2/12/2016 3:34 PM [PAGE SHOT] Page 1 of 6 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 D:\116104480.doc 2/12/2016 3:34 PM FIELD NAME DESCRIPTION Action XLAT. 3 upper characters in length. This is a required field that is used to indicate current Page 2 of 6 Jiasoj sl 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 D:\116104480.doc 2/12/2016 3:34 PM 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 Page 3 of 6 Jiasoj sl 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 D:\116104480.doc 2/12/2016 3:34 PM Mexico uses. There is no default. Leave blank. Australia uses. Page 4 of 6 Jiasoj sl 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 D:\116104480.doc 2/12/2016 3:34 PM Title, Department PPO, DAS PPO, DOSR Benefits Team Lead, Accenture HR Team Lead, Accenture HR Team Lead, DAS Page 5 of 6 Jiasoj sl 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 D:\116104480.doc 2/12/2016 3:34 PM Page 6 of 6