Steps: Set Up Personnel Action Request (PAR)
- Set Up: Positiondomain in the Jobs & Positions functional area.
- Set Up: Tenant Setup - HCMdomain in the System functional area.
You can add, remove, or inactivate codes to track data for Personnel Action Requests (PAR). The Office of Personnel Management (OPM) gives you these codes.
You can use these web services (secured to the
Set Up: Position
domain) to load and retrieve data in bulk on the Personnel Action Request Setup
report:
- Get Agencies
- Get Legal Authorities
- Get Nature of Actions
- Get Personnel Action Request Status on Mass Action
- Get Remarks
- Put Agency
- Put Legal Authority
- Put Nature of Action
- Put Personnel Action Request Status on Mass Action
- Put Remark
- Access thePersonnel Action Request Setupreport.
- As you configure Nature of Actions, consider:OptionDescriptionNature of Action Series ColumnYou can sort the Nature of Action series byExplanationor byCode. Select a specific series to add codes to it.From DateEnter the date when theCodeandExplanationbecome effective. From Date is required.The effective From Date and Through Date of a Nature of Action code must overlap the effective From Date and Through Date of a Legal Authority or Remarks. If the effective dates don't overlap, the Nature of Action codes won't display in the UI.Through DateEnter the last date when theCodeandExplanationare effective.Through Date is optional. If you don't enter it, Workday uses the current date or a future date.CodeEnter the 3-digit Nature of Action code that the OPM gave you. Enter the code that's within the series you selected.ExplanationEnter theExplanationthat the OPM gave you for the code. You can also configure parameters by adding curly brackets around text. You can set up multiple parameters for a single explanation.Example: For Nature of Action code730, you enterDetail NTE {Date}.Configure ParametersAvailable when you enter anExplanationwith a parameter in curly brackets. Select either text or date as the data type for the parameter.Example: You enterDetail NTE {Date}in theExplanationcolumn. YouConfigure Parameters, and selectDateas the data type. When a user selects the code on the Personnel Action Request business process step, Workday prompts them to enter the date from a calendar date picker. The date entered by the user replaces the{Date}parameter placeholder.Configure Personnel Action Request Blocks to show emptySelect blocks that need to be left empty for specific nature of action.Don't Require Legal Authority or RemarkSelect this check box for codes that don't require a Legal Authority or Remark based on OPM guidelines.InactiveWhen selected, the code doesn't display when you configure Legal Authorities and Remarks. The code also doesn't appear when entering a PAR.You can't edit a Nature of Action once it'sIn Use. To modify an active Nature of Action, inactivate it and create a replacement.In UseAutomatically selected when you use the code on a Legal Authority, Remark, or PAR.
- As you configure Legal Authorities, consider:OptionDescriptionFrom DateEnter the date when theCodeandExplanationbecome effective. From Date is required.Through DateEnter the last date when theCodeandExplanationare effective. Through Date is optional. If you don't enter it, Workday uses the current date or a future date.CodeEnter the Legal Authority code that the Office of Personnel Management (OPM) gave you.ExplanationEnter theExplanationthat the OPM gave you for the code. You can also configure parameters for PAR steps by adding curly brackets around text. You can set up multiple parameters for a single code.Example: For Legal Authority codeAYM, you enterAYM - DIRECT-HIRE AUTHORITY {CITE OPM AUTHORITY} AND {ENTER DATE}.Configure ParametersAvailable when you enter anExplanationwith a parameter in curly brackets. Select either text or date as the data type for the parameter.Example: You enter an Explanation ofAYM - DIRECT-HIRE AUTHORITY {CITE OPM AUTHORITY} AND {ENTER DATE}. YouConfigure Parametersand select:
- Text as the data type for the{CITE OPM AUTHORITY}parameter.
- Date as the data type for the{ENTER DATE}parameter.
Personnel Action Requestbusiness process step, Workday prompts them to enter the information. The information entered by the user replaces the parameter placeholder.Nature of Action CodesSelect the specific Nature of Action codes that are applicable to this Legal Authority based on OPM guidelines.InactiveWhen selected, the Legal Authority code doesn't display when entering a PAR.You can't edit a Legal Authority once it'sIn Use. To modify an active Legal Authority, inactivate it and create a replacement.In UseAutomatically selected when you use the code on a PAR. - As you configure Remarks, consider:OptionDescriptionFrom DateEnter the date when theCodeandExplanationbecome effective. From Date is required.Through DateEnter the last date when theCodeandExplanationare effective. Through Date is optional. If you don't enter it, Workday uses the current date or a future date.CodeEnter the Remark code that the Office of Personnel Management (OPM) gave you.ExplanationEnter theExplanationthat the OPM gave you for the code. You can also configure parameters for PAR steps by adding curly brackets around text. You can set up multiple parameters for a single code. Example: For Remark code C13, you enterC13 - Also corrects {code and nature of action} effective {date}, item {number}, from {enter item info}.Configure ParametersAvailable when you enter anExplanationwith a parameter in curly brackets. Select either text or date as the data type for the parameter.Example: You enter an Explanation ofC13 - Also corrects {code and nature of action} effective {date}, item {number}, from {enter item info}. You Configure Parameters, and select:
- Text as the data type for the{code and nature of action},{number}, and{enter item info}parameters.
- Date as the data type for the{date}parameter.
Personnel Action Requestbusiness process step, Workday prompts them to enter the information. The information entered by the user replaces the parameter placeholder.Nature of Action CodesSelect the specific Nature of Action codes that are applicable to this Remark based on OPM guidelines.InactiveWhen selected, the Remark doesn't display when entering a PAR.You can't edit a Remark once it'sIn Use. To modify an active Remark, inactivate it and create a replacement.In UseAutomatically selected when you use the code on a PAR. - (Optional) Enable thePersonnel Action Requestbusiness process for these mass actions in the Compensation functional area:
- Set Up Compensation Step Adjustment
- Mass Operation Management – Calculated Plan Assignment Updates
- Schedule Automatic Step Progression
You can rescind a PAR-enabled compensation step adjustment mass action event and auto-generate PAR cancellation events. See Rescind Compensation Step Adjustment. - Access theMaintain Federal Field Valuestask.Map certain Staffing and Compensation PAR fields to existing Workday fields.OptionDescriptionPersonnel OfficeCustom organization types that you configure display here. You can define one of them as yourPersonnel Office. The organization type that you select displays on Block 48 Personnel Office Identifier on the PAR. You can only view and select custom organizations with these check boxes selected section on theMaintain Organization Typestask:
- Show in Change Organization Assignments and Job Requisition
- Allow Reorganization Tasks (like Move Workers, Assign Workers)
- Position AssignmentRequired
- Position AssignmentUnique
Appropriation CodeSelect either the Fund or Cost Center organization type. The organization type displays in the Appropriation Code field on the PAR.Example: You map the Appropriation Code to the Fund organization type. The Fund organization for the worker's position displays in Block 36 on their PAR.SF-50 Approving OfficialSelect an assignable role you configured in theMaintain Assignable Rolestask. You can only view and select assignable roles that youEnablefor the custom organization type you select in thePersonnel Officeprompt. Workday displays the legal name and job profile of the worker assigned to this role in Block 50 on all PARs.Alternate SF-50 Approving OfficialSelect an assignable role you configured in theMaintain Assignable Rolestask. You can only view and select assignable roles that youEnablefor the custom organization type you select in thePersonnel Officeprompt. Workday displays the legal name and job profile of the worker assigned to this role in Block 50 on all PARs.Career Tenure Authority CodeConfigure this field if you didn't load historical SF-50s into Workday, such as during your Workday implementation. Otherwise, Workday returns blank on the output files.In this field, you can select a custom field that's on the Worker business object.Current Appointment Authority (1)Configure this field if you didn't load historical SF-50s into Workday, such as during your Workday implementation. Otherwise, Workday returns blank on the output files.In this field, you can select a custom field that's on the Worker business object.Current Appointment Authority (2)Configure this field if you didn't load historical SF-50s into Workday, such as during your Workday implementation. Otherwise, Workday returns blank on the output files.In this field, you can select a custom field that's on the Worker business object.Sequence Generator for SF52 Part A - Box 2 - Request NumberSelectCreate ID Definition/Sequence Generatorfor Personnel Action Request and enter the following:- Basic Information
- Add Name
- Increment sequence ID: enter 1
- Sequence Format
- Padding: enter 6
- Sequence ID Format: [year][seq]
- Time-Based Reset Settings
- Restart Frequency: Year
- Restart Number: 1
- Time Zone Usage: Select Appropriate
Total SalarySelect a configurable compensation basis that's active.Workday displays the compensation basis on the PAR in Block 12 Total Salary and Block 20 Total Salary/Award.Basic PaySelect an active configurable compensation basis. Workday displays the compensation basis on the PAR in 12A Basic Pay and Block 20A Basic Pay. Example: You create a basic pay compensation basis that uses an eligibility rule for federal workers.Locality AdjustmentSelect an active configurable compensation basis. Workday displays the compensation basis on the PAR in 12B Locality Adj. and Block 20B Locality Adj.Adjusted Basic PaySelect an active configurable compensation basis. Workday displays the compensation basis on the PAR in 12C Adj. Basic Pay and Block 20C Adj. Basic Pay.Other PaySelect an active configurable compensation basis. Workday displays the compensation basis on the PAR in 12D Other Pay and Block 20D Other Pay. Example: All Allowanced.Availability PayAUOCash Award - One Time PaymentCash Award - Allowance PlanRecruitment Incentive - Allowance PlanRecruitment Incentive - One Time PaymentRelocation Incentive - Allowance PlanRelocation Incentive - One Time PaymentRetention Incentive - Allowance PlanRetention Incentive - One Time PaymentPresidential Rank AwardSeparation IncentiveStudent Loan Repayment - Allowance PlanStudent Loan Repayment - One Time PaymentSelect allowance plans or one-time payment plans in Workday to map to these federal payment types.You can configure condition rules for these federal payment types, and tie them to their respective NOA code that you configure in thePersonnel Action Request Setuptask. If these condition rules are met when you run a PAR-enabledRequest Compensation ChangeorRequest One Time Paymentprocess, Workday overrides the default PAR values according to those condition rules with the correct payment award values.The default PAR value is a dollar amount that's the sum of all assigned compensation bases mapped to these fields:- Total Salary
- Basic Pay
- Locality Adjustment
- Adjusted Basic Pay
- Other Pay
Workday retrieves the overridden PAR values and sends them to the Office of Personnel Management during a scheduled EHRI run.Special PaySupervisory DifferentialMap a compensation element that's used on event-driven calculation plans or allowance plans to theSpecial Payfield.Map 1 or more allowance plans to theSupervisory Differentialfield.Workday retrieves information from compensation elements mapped to these fields, and sends it to the Office of Personnel Management during a scheduled EHRI run. - Access theMaintain Agenciestask.Create agencies, set their effective dates, and inactivate them.When a user initiates a Personnel Action Request, users can select the relevant code from these fields in theAgency Datasection:
- Select the old agency code in theTransfer Out Agency Codefield.
- Select the new agency code in theTransfer In Agency Codefield.
Configure the
Personnel Action Request
business process. To view the agencies you created, access these reports:
- View Agency
- View Agencies