Job Actions. HR PEOPLESOFT TRAINING MANUAL - Job Processes. Palm Beach County School District DIVISION OF HUMAN RESOURCES

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1 HR PEOPLESOFT TRAINING MANUAL - Job Processes Palm Beach County School District Job Actions DIVISION OF HUMAN RESOURCES Compensa on and Employee Informa on Services 3300 Forest Hill Blvd., Suite A 152 West Palm Beach, FL 33406

2 Job Actions The online Job Action is used to request and monitor changes to an employee s job. Please note: As a process error reduction feature, this online system incorporates data input validation processes regarding your budgeted employees and positions. 1. From the Navigator Menu, click on Workforce Administration > Job Information > PB Online Job Action Request > PB Online Job Action Request. The PB Online Job Action Request search page will display. 2. There are three (3) ways to search for an employee: A. by entering the employee ID in the Empl ID field, or B. by entering the last name, first name in the Name field, or C. by entering the last name, only, in the Last Name field. 3. Click on Search. 2

3 If more than one result is returned, the search results will display on the same page. If only one result is returned, the Job Action Request page will be displayed. 4. Select the Employee Record Number related to the job of the job request being submitted. Excep on: If you are reques ng to add an Addi onal Job or a Return from Leave Job Ac on, use the 0 record. TIP: If an employee has mul ple jobs and you are unsure of which Employee Record Number to choose, you can select the 0 record and use the Next in List bu on at the bo om of the page to view employee details for each job un l you get to the correct job. The PB Online Job Action page will be displayed. The Employee s Name, Emplid, and Employee Record Number will display on the top portion of the page. The Employee s current job information is displayed in the Current Employee Data section on the left hand side of the page. TIP: Review the displayed informa on to ensure you have chosen the correct employee and job. 3

4 5. Click on the down arrow in the Job Action field to display the list of Job Actions. 6. Select a Job Action from the Job Action dropdown menu. Additional Job Assignment - Employee will be working a temporary assignment. End Temporary Employment - If temporary employee has not worked for 6 months or longer, use this Job Action to terminate the job. Interim to Regular - The regular employee on leave resigns or transfers to another location. The interim filling the position is eligible to be a regular employee. Job Code Change/Progression - The request is for a new job code on the current position, i.e., Grade 2 Teacher to Grade 5 Teacher. Employee has been approved or meets the qualification for a Job Progression, i.e., Data Processor I to a Data Processor II. Position Change - Employee will be moved to a different position, i.e., change in funding; i.e., Title I Paraprofessional II to Paraprofessional II or hours/duty day change; i.e. 206 Assistant Principal to 216 Assistant Principal. Return From Leave - Employee has returned to work. This action is necessary to activate the job record which enables the employee to receive a paycheck.. The chosen Job Action will be displayed in the Job Action field. The Effective Date defaults to the current date. If the effective date of the Job Action is for a different date, then Key in the appropriate Effective Date, or Click on the Calendar to select the effective date of the change. TIP: The effec ve date entered must be on or a er the posi on effec ve date. 4

5 The populated Effective Date field will be used in processing the Job Action. If you have chosen either the Interim to Regular or Job Code Change/Progression Job Action, please skip to step 10 as the position information will already be populated. 7. Key in the Position Number or Click on the Magnifying Glass search icon to look up the appropriate position. If you click on the Magnifying Glass icon, the Look Up position page displays. 8. Look up the Position by entering any relevant position information into one or more search category fields. 9. Click the Look Up button or hit the Enter key on your keyboard. The Search Results will be displayed. 10. Click on the appropriate Position Number. 5

6 11. The chosen Position will be displayed in the Position field. Information relevant to the position chosen will be displayed in the New Employee Data section on the right-hand side of the page. Review the information to make sure you have selected the correct position number. 12. Optional: If further information is needed to process the Job Action request, you may enter comments in the comment box. TIP: Addi onal comments are typically not needed to process your Job Ac on request. 13. Click on the Submit Electronic Signature button to send the Job Action request to Compensation for processing. 14. The Submit Electronic Signature button is, then, disabled, and the submitter information (Submitter Name and Date/Time Submitted) is displayed in the Routing Status section. No further changes can be made to the Job Action request once submitted. You will be notified via when the Job Action request has been processed. If you need further assistance with completing the Online Job Action Request, please contact the HR Customer Care Center. 6

7 Review Job Actions Review Job Actions allows the user to monitor the status of a submitted Job Action or review a completed Job Action. From the Navigator Menu, click on Workforce Administration > Job Information > PB Online Job Action Request > PB Review Job Actions. The PB Review Job Actions page will display. 1. Search for the Job Action request(s) by entering any relevant Job Action information into one or more search category fields. 2. Click the Search button. TIP: If you would like to limit your search results based on Job Ac on Status, enter a P, D, or C in the Job Ac on Status Search field. P = Pending Requests D = Denied Requests C = Completed Requests 7

8 If more than one result is returned with the entered criteria, the Search Results will display. Click on the Job Action you wish to review. TIP: If you would like to view mul ple job ac ons without returning to the PB Review Job Ac ons Search Results page, you can use the Previous in List and Next in List bu ons at the bo om of the PB Review Job Ac on page to move back and forth through your Search Results. Your PB Review Job Actions page will be displayed. 8

9 You can monitor the status of your Job Action request by reviewing the Routing Status section at the bottom of the PB Review Job Action page. Job Actions require various department approvals. If an approval is needed, Pending will display next to the Department name. If no approval is needed, No Approval Needed will display next to the Department name. As the Departments make a decision (Approved or Denied), it will be reflected next to the Department name. A Denied Request will state the reason for denial. When the request has been processed, the Current Status will display as Completed or Denied. Upon completion, the Submitter of the Job Action Request will be notified via indicating Approval or Denial. Receipt of an approval indicates that the Job Action has been approved. Receipt of a denial indicates that the Job Action will not be processed. A sample Approval A sample Denial 9

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