Job Data – Additional Details

We will look at the Employment Information page and then the Benefit Program Participation page in this post.

The Employment Information page that we will discuss in today’s post is different from the other pages of the Job Data component in a basic way, this page does not have effective dated data like the other pages have, it displays the data related to the current organisational instance and current active assigment of the employee.

Organizational Instance

Organizational Instance Rcd: is the number of the instance associated with the job data record of this employee. The organizational instance record number is the same as the employee record number of the parent record.

Original Start Date is the date on which this particular job data record was created.Please note that this date is not the effective date of the first job data record or the effective date of the job data row with the action of HIR. It is the date when the emplID and Empl RCD Nbr combination of this instance was first created.

First Start Date is the first start date for this organization instance. It is by default the effective date of the first job data row with the action of HIR (for employees) or ADD (for contingent workers) from the parent instance.This date is used as Hire Date in the delivered PS reports.
Last Start Date displays the most recent start date for this organization instance. It is be default the effective date of the parent instance’s job data row with the action of HIR and will be replaced with the effective date of job data rows with the actions REH (for employees) or RNW (for contingent workers) if applicable.

This date is different from the first start date if this organization instance has been inactive and then reactivated.

Termination Date is the effective date of the parent instance’s job data row with the action of TER or COM, this field is reset to a blank if the parent instance for the person is rehired or renewed with the actions REH (for employees) or RNW (for contingent workers).

Org Instance Service Date (organizational instance service date) is the date on which the job data record (emplID/ERN combination) was first created for this person.

Provider ID is the VendorID in case the person is a contingent worker.

Organisational Assignment Data

The job assignment related records of a person under a particular organizational instance are tracked in this section of the page, individual assigment – organisational instances are identified by a unique emplID/ERN combination.

First Assignment Start is the first start date for this assignment. The default value is the effective date of the first job data row with an action that activates the assignment (such as HIR or ADD).

Last Assignment Start Date is the most recent start date for this assignment. The default value is the effective date of the job data row with an action that reactivates the assignment. This date is different from the first assignment start date if this assignment has been inactive and then reactivated.

Assignment End Date is the effective date of the job data row with an action of TER or COM if and as applicable.

Home/Host Classification indicates whether the current job is at the employee’s home location or the assignment location.

Company Seniority Date: Depending on the date entered here, the system calculates the number of years, months, and days of seniority for the employee.
Seniority Pay Calc Date (seniority pay calculation date) is the date that the system should use to calculate seniority-based pay and is by default the original start date.

Probation Date is the date on which the employee started his/her probation in the organisation.

Professional Experience Date is the earliest date on which the employee started working in a job that required skills e directly related to the his/her current position.

Last Verification Date is the latest date on which the employee verified his or her personal data in the system thru ESS.

Business Title is the employee’s official job title and is defaulted in case you use position management in your organisation.
Benefits Service Date is the date used to calculate benefits eligibility and is by default the original start date.

Benefits Program Participation

Benefits Program Participation page contains effective dated records and displays details related to the benefits enrollment of the employee

Benefit Record Number is an identifier that links two or more jobs for benefits purposes. The default value is 0 and can be overriden to reflect the benefit record number of another active job.
Benefits System indicates if the system used to handle employee benefits.

Benefit Program contains the default benefits program corresponding to the employee’s pay group, this value can be overriden.

Job Data – Compensation Data

We move onto understanding another interesting page in the Job Data component today, the Compensation page.

This page also contains the Employee Name and EmplID subpage at Level 0 and the Effective Date, Effective Sequence, Action and Action Reason for this record from the Work Location page at Level 1 in read only mode.

Some of the other fields are

Compensation Rate that displays the compensation rate for the person, and is a total of all the base pay salary components defined for the person (we will discuss pay components a little while later in this post).The data is diplayed is read only and followed by the currency code.

Frequency field enables you to select a compensation frequency for the compensation of this person. Values include Monthly / Bimonthly / Weekly etc for employees and Contract for contingent workers. PeopleSoft HCM fetches and uses the information present on the Contract Pay page to manage the person’s compensation details.
Change Amount displays the change in the amount of compensation for a person in the event of a compensation change, this value is displayed as read only and is followed by the currency code and pay frequency in read only mode.In case there is no compensation change 0 is displayed.

Change Percent displays the percent of change in the compensation for the person in the event of a compensation change. In case there is no compensation change 0 is displayed.
Pay Rates

This group box contains pay rates that are calculated by using the default frequencies from the country. You can specify the default frequencies by country on the Default Frequencies page.

Moving onto the Pay Components grid that is the nucleus of this page, the data here is organised in the form of 4 tabs and some of the important fields here include the following listed according to the tab they are present in, also note that the fields and corresponding values that follow are part of the PS_COMPENSATION table and not the PS_JOB table.

The Amounts tab,

Rate code which is an ID for a pay component.

Comp Rate that displays the compensation rate for the pay component.

Frequency indicating the compensation frequency for the pay component.

The Controls tab,

Manually Updated field indicates whether the pay component is manually updated or the pay component contains only values that appear by default.

Default without Override field indicates whether you can change the default values of the pay component or the values for this rate code are default values and display-only.

The Changes tab,

Change Amount displays the overall change amount in this pay component rate.

Change Percent displays the overall change amount for this pay component.

The Conversion tab,

Converted Comp Rate displays the converted compensation rate for this pay component.

Apply FTE field has to be selected if you want the value that is associated with the rate code to be multiplied by the FTE factor for annualization and deannualization.

Now we focus on 2 buttons that act upon data in this grid,

the Default Pay Components button and the Calculate Compensation button

Default Pay Components, clicking on this button replaces the existing data in the Pay Components grid with rate code default values based on the rate codes that you have setup for the person, driven by the JobCode-Grade combo or other job related attributes.

Values that get replaced include the Rate Code, Comp Rate, Frequency, Apply FTE.

Also compensation-related fields, such as Annual Amounts are flushed and replaced with recalculated values when this record is saved.

If the person’s compensation package contains Rate Codes without default values where flat amounts are expected to be entered, you can enter the data and then click on the Calculate Compensation button.

PeopleSoft HCM issues a warning when you try to save a record without clicking on the Default Pay Components button.

Calculate Compensation button upon being clicked causes the recalculation of the person’s compensation. The default Rate Codes and Comp Rates are not changed and values are populated in the Compensation Rate, Change Amount, Change Percent etc read only fields on the page.

PeopleSoft HCM issues an error message when you try to save a record without clicking on the Calculate Components button after clicking on the Default Pay Components button and modifying any of the fields in the Pay Components grid.