HR_PA64_PA40_End of Assignment by 91R80e

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									                                                    Title: HR_PA64_PA40_End of Assignment
                                                  Module : HR - Human Resources
                                              Sub-Module : HR - Personnel Administration
                                       The IRIS Project Training Department


HR_PA64_PA40_End of Assignment                                                                     PA40


Change History
      Update the following table as necessary when this document is changed:

            Date                 Name                                         Change Description




                             For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                                 SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                                 Page 1 / 12
Reference Number:
                                                          Title: HR_PA64_PA40_End of Assignment
                                                        Module : HR - Human Resources
                                                    Sub-Module : HR - Personnel Administration
                                             The IRIS Project Training Department


Trigger
    1. Perform this procedure when an employee has changed positions within UK. This action is to
       be carried out by the sending department only.
    2. An employee’s additional assignment has ended and, therefore, needs to be ended in the
       system.


This document will be broken into the above two categories for additional explanation purposes


                                  Business Process Description Overview
    1.     Authorized departmental personnel or business officers responsible for maintaining employee
           information in IRIS will use this process to end an additional assignment for an employee.
    2.     This transaction will be performed by authorized department personnel or business officers responsible
           for maintaining employee information in IRIS. You will use this procedure when an employee is
           changing positions


           Communication between the employee’s previous and new department is very important during this
process.




                Input - Required Fields                                           Field Value/Comments
Position Change Date                                            This is the effective date the employee will end work in
                                                                the sending department.
                                                                Last day worked – 12/28, enter 03/01 for date.
                                                                Example: 03/01/2006

Last Name                                                       Last name of employee
                                                                Example: BPP Employee

First Name                                                      First name of employee
                                                                Example: Lee

Reason for Action                                               The reason for this change
                                                                Example: Position Change


                    Output - Results                                                       Comments
Xxxxxxx                                                         Xxxx


Tips and Tricks
Infotype 0014 will be presented only if the employee has a record to be delimited. Each processing
department should review the list and determine if the records should be delimited. For example, a
United Way Deduction would not be delimited during a position change. However, an Administrative
Stipend may need to be delimited when a person transfers from department A to department B.
                                   For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                                          SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                                          Page 2 / 12
Reference Number:
                                                      Title: HR_PA64_PA40_End of Assignment
                                                    Module : HR - Human Resources
                                                Sub-Module : HR - Personnel Administration
                                         The IRIS Project Training Department


Below is a screen shot of what the screen would look like and how to process the function:
Delimit Infotype 0014




Select the records to be delimited and click the delimit entries icon.


               NOTE: if at any time during a transaction a yellow exclamation mark appears, it is an
               informational message only. If you click                  or press Enter, you may move past the
               message to the next screen.

Make sure you know the Personnel Number on the assignment that is ending before you begin this
transaction. It is important that you be able to correctly identify and select the appropriate assignment
to end.


To determine the correct personnel assignment, within Transaction PA40, click on the Assignment
Overview,     , icon to the right of the Personnel Assignment field.




Once the icon is selected – the below screen will display all the different assignments connected to
the employee. The number that starts 00029** is the personnel number assigned to the different
assignments.

                               For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                                   SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                                   Page 3 / 12
Reference Number:
                                                    Title: HR_PA64_PA40_End of Assignment
                                                  Module : HR - Human Resources
                                              Sub-Module : HR - Personnel Administration
                                       The IRIS Project Training Department




                             For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                         SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                         Page 4 / 12
Reference Number:
                                                     Title: HR_PA64_PA40_End of Assignment
                                                   Module : HR - Human Resources
                                               Sub-Module : HR - Personnel Administration
                                        The IRIS Project Training Department




Purpose
      1. Use this procedure to end an additional assignment.
      2. Use this procedure to end an existing UK employee’s position in the sending department.

Trigger
      1. Perform this procedure when you need to end an employee’s additional assignment.
      2. Perform this procedure when an employee has changed positions within UK.

Prerequisites
      1. Additional assignment exists for employee.
      2. Communication established between sending and receiving departments.

Menu Path
      Use the following menu path to begin this transaction:
PA40 Menu Path




Transaction Code
      PA40

Helpful Hints

Infotype 0014 will be presented only if the employee has a record to be delimited. Each processing
department should review the list and determine if the records should be delimited. For example, a
United Way Deduction would not be delimited during a position change. However, an Administrative
Stipend may need to be delimited when a person transfers from department A to department B.

Below is a screen shot of what the screen would look like and how to process the function:




                              For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                          SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                          Page 5 / 12
Reference Number:
                                                      Title: HR_PA64_PA40_End of Assignment
                                                    Module : HR - Human Resources
                                                Sub-Module : HR - Personnel Administration
                                         The IRIS Project Training Department


Delimit Infotype 0014




Select the records to be delimited and click the delimit entries icon.


               NOTE: if at any time during a transaction a yellow exclamation mark appears, it is an
               informational message only. If you click                  or press Enter, you may move past the
               message to the next screen.




                               For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                                   SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                                   Page 6 / 12
Reference Number:
                                                     Title: HR_PA64_PA40_End of Assignment
                                                   Module : HR - Human Resources
                                               Sub-Module : HR - Personnel Administration
                                        The IRIS Project Training Department




Procedure

1.    Start the transaction using the menu path or transaction code.

SAP Easy Access




2.    As required, complete/review the following fields:

            Field Name          R/O/C                                          Description

       KEYCODE                     R       Description of the KEYCODE.
                                           Example:         PA40




                              For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                          SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                          Page 7 / 12
Reference Number:
                                                      Title: HR_PA64_PA40_End of Assignment
                                                    Module : HR - Human Resources
                                                Sub-Module : HR - Personnel Administration
                                         The IRIS Project Training Department


Personnel Actions




3.    In the Personnel Actions screen, click in the Person ID field, then click the possible entries
      icon,    , to the right of that field. If you know the Person ID, you can enter it in the field and
      skip to Step #6.



      The next few steps document the process of searching for an employee. Any of the fields on
      the search screen can be used to narrow the search results. If you want to search using the
      employee’s social security number, enter it in the ID number field at the bottom of the search
      screen.




                               For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                              SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                              Page 8 / 12
Reference Number:
                                                     Title: HR_PA64_PA40_End of Assignment
                                                   Module : HR - Human Resources
                                               Sub-Module : HR - Personnel Administration
                                        The IRIS Project Training Department


External Person ID (1)




4.    As required, complete/review the following fields:

            Field Name          R/O/C                                          Description

       Last name                   R       Description of the Last name.
                                           Example:         BPP Employee




                              For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                          SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                          Page 9 / 12
Reference Number:
                                                     Title: HR_PA64_PA40_End of Assignment
                                                   Module : HR - Human Resources
                                               Sub-Module : HR - Personnel Administration
                                        The IRIS Project Training Department


External Person ID (1)      2 Entries Found




5.    As required, complete/review the following fields:

            Field Name          R/O/C                                          Description

       Name of employee or         R       Description of the Name of employee or applic....
       applic...                           Example:         Greg BPP Employee


6.    Double-click                                       .




                              For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                             SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                            Page 10 / 12
Reference Number:
                                                       Title: HR_PA64_PA40_End of Assignment
                                                     Module : HR - Human Resources
                                                 Sub-Module : HR - Personnel Administration
                                          The IRIS Project Training Department


Personnel Actions




7.    As required, complete/review the following fields:

               Field Name         R/O/C                                          Description

       Start                         R       Description of the Start.
                                             Example:         03/01/06


                The start date is the day after the last day the employee will serve in the ending
                position.



8.    Click                                                                                          .

9.    Click      .




                                For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                             SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                            Page 11 / 12
Reference Number:
                                                    Title: HR_PA64_PA40_End of Assignment
                                                  Module : HR - Human Resources
                                              Sub-Module : HR - Personnel Administration
                                       The IRIS Project Training Department


Copy Actions (0000)




10.   Click   .




                             For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                          SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                         Page 12 / 12
Reference Number:
                                                      Title: HR_PA64_PA40_End of Assignment
                                                    Module : HR - Human Resources
                                                Sub-Module : HR - Personnel Administration
                                        The IRIS Project Training Department


Reason for Action (1)      1 Entry found




11.   As required, complete/review the following fields:

            Field Name          R/O/C                                          Description

       Name of action type.        R          Description of the Name of action ty....
                                              Example:         End of Assignment


12.   Double-click                        .




                              For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                            SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                           Page 13 / 12
Reference Number:
                                                    Title: HR_PA64_PA40_End of Assignment
                                                  Module : HR - Human Resources
                                              Sub-Module : HR - Personnel Administration
                                       The IRIS Project Training Department


Copy Actions (0000)




13.   Click    .




                             For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                          SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                         Page 14 / 12
Reference Number:
                                                    Title: HR_PA64_PA40_End of Assignment
                                                  Module : HR - Human Resources
                                              Sub-Module : HR - Personnel Administration
                                       The IRIS Project Training Department


Change Organizational Assignment (0001)




              Position number should default to 99999999.

14.   Click    .

      The next screen, Delimit Recurring Payments/Deductions, (Infotype 0014), will be presented if
             the employee has deductions or additional payments that may need to be delimited
             (stopped) as a result of the position change. [Note: Wage types beginning with “2” are
             payments. Those beginning with “4” are deductions.]

              The departmental user performing this transaction will review the screen to determine if
              any additional payments being received by the employee should be stopped and, if so,
              perform step 23. However, the Payroll Office will be the authorized entry point for
              making changes to employee deductions. If the employee needs to have changes
              made to particular recurring deductions, the employee should contact the Payroll
              Office regarding the changes.




                             For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                          SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                         Page 15 / 12
Reference Number:
                                                       Title: HR_PA64_PA40_End of Assignment
                                                     Module : HR - Human Resources
                                                 Sub-Module : HR - Personnel Administration
                                           The IRIS Project Training Department




Delimit Infotype 0014




15.      Above is a sample of the Delimit Recurring Payments/Deductions screen which will be used
         to delimit (end) a payment or deduction for an employee who is moving from one position to
         another. Departments should review the screen to identify any wage types for additional
         payments that, due to the position change, are no longer applicable to this employee. To
         delimit a wage type, highlight the line pertaining to that wage type and press the delimit icon
             in the application toolbar.


               If no changes are needed; i.e., all listed payments/deductions should continue, press
               the Next Record icon,          , to proceed.

16.   You have completed this transaction.

Result
      You have ended an assignment

Comments
      A PAR using Z_PAR is required after this action is complete..




                                For University of Kentucky Internal Training Purposes Only
File name: 091F514D-ED69-4D79- Version: Author Copy                                             SAP Parent
95D0-FF6CBADCF582.DOC          Last Modified: 12/11/2011 6:27:00 PM                            Page 16 / 12
Reference Number:

								
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