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Administrator Guide
Last Updated: 2026-03-13
Steps: Set Up Personnel Action Request (PAR)

Steps: Set Up Personnel Action Request (PAR)

  • Set Up: Position
    domain in the Jobs & Positions functional area.
  • Set Up: Tenant Setup - HCM
    domain 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
  1. Access the
    Personnel Action Request Setup
    report.
  2. As you configure Nature of Actions, consider:
    Option
    Description
    Nature of Action Series Column
    You can sort the Nature of Action series by
    Explanation
    or by
    Code
    . Select a specific series to add codes to it.
    From Date
    Enter the date when the
    Code
    and
    Explanation
    become 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 Date
    Enter the last date when the
    Code
    and
    Explanation
    are effective.Through Date is optional. If you don't enter it, Workday uses the current date or a future date.
    Code
    Enter the 3-digit Nature of Action code that the OPM gave you. Enter the code that's within the series you selected.
    Explanation
    Enter the
    Explanation
    that 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 code
    730
    , you enter
    Detail NTE {Date}
    Configure Parameters
    Available when you enter an
    Explanation
    with a parameter in curly brackets. Select either text or date as the data type for the parameter.
    Example: You enter
    Detail NTE {Date}
    in the
    Explanation
    column. You
    Configure Parameters
    , and select
    Date
    as 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 empty
    Select blocks that need to be left empty for specific nature of action.
    Don't Require Legal Authority or Remark
    Select this check box for codes that don't require a Legal Authority or Remark based on OPM guidelines.
    Inactive
    When 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's
    In Use
    . To modify an active Nature of Action, inactivate it and create a replacement.
    In Use
    Automatically selected when you use the code on a Legal Authority, Remark, or PAR.
  3. As you configure Legal Authorities, consider:
    Option
    Description
    From Date
    Enter the date when the
    Code
    and
    Explanation
    become effective. From Date is required.
    Through Date
    Enter the last date when the
    Code
    and
    Explanation
    are effective. Through Date is optional. If you don't enter it, Workday uses the current date or a future date.
    Code
    Enter the Legal Authority code that the Office of Personnel Management (OPM) gave you.
    Explanation
    Enter the
    Explanation
    that 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 code
    AYM
    , you enter
    AYM - DIRECT-HIRE AUTHORITY {CITE OPM AUTHORITY} AND {ENTER DATE}
    .
    Configure Parameters
    Available when you enter an
    Explanation
    with a parameter in curly brackets. Select either text or date as the data type for the parameter.
    Example: You enter an Explanation of
    AYM - DIRECT-HIRE AUTHORITY {CITE OPM AUTHORITY} AND {ENTER DATE}
    . You
    Configure Parameters
    and select:
    • Text as the data type for the
      {CITE OPM AUTHORITY}
      parameter.
    • Date as the data type for the
      {ENTER DATE}
      parameter.
    When a user selects the code on the
    Personnel Action Request
    business process step, Workday prompts them to enter the information. The information entered by the user replaces the parameter placeholder.
    Nature of Action Codes
    Select the specific Nature of Action codes that are applicable to this Legal Authority based on OPM guidelines.
    Inactive
    When selected, the Legal Authority code doesn't display when entering a PAR.
    You can't edit a Legal Authority once it's
    In Use
    . To modify an active Legal Authority, inactivate it and create a replacement.
    In Use
    Automatically selected when you use the code on a PAR.
  4. As you configure Remarks, consider:
    Option
    Description
    From Date
    Enter the date when the
    Code
    and
    Explanation
    become effective. From Date is required.
    Through Date
    Enter the last date when the
    Code
    and
    Explanation
    are effective. Through Date is optional. If you don't enter it, Workday uses the current date or a future date.
    Code
    Enter the Remark code that the Office of Personnel Management (OPM) gave you.
    Explanation
    Enter the
    Explanation
    that 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 enter
    C13 - Also corrects {code and nature of action} effective {date}, item {number}, from {enter item info}
    .
    Configure Parameters
    Available when you enter an
    Explanation
    with a parameter in curly brackets. Select either text or date as the data type for the parameter.
    Example: You enter an Explanation of
    C13 - 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.
    When a user selects the code on the
    Personnel Action Request
    business process step, Workday prompts them to enter the information. The information entered by the user replaces the parameter placeholder.
    Nature of Action Codes
    Select the specific Nature of Action codes that are applicable to this Remark based on OPM guidelines.
    Inactive
    When selected, the Remark doesn't display when entering a PAR.
    You can't edit a Remark once it's
    In Use
    . To modify an active Remark, inactivate it and create a replacement.
    In Use
    Automatically selected when you use the code on a PAR.
  5. (Optional) Enable the
    Personnel Action Request
    business 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.
  6. Access the
    Maintain Federal Field Values
    task.
    Map certain Staffing and Compensation PAR fields to existing Workday fields.
    Option
    Description
    Personnel Office
    Custom organization types that you configure display here. You can define one of them as your
    Personnel 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 the
    Maintain Organization Types
    task:
    • Show in Change Organization Assignments and Job Requisition
    • Allow Reorganization Tasks (like Move Workers, Assign Workers)
    • Position Assignment
      Required
    • Position Assignment
      Unique
    Appropriation Code
    Select 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 Official
    Select an assignable role you configured in the
    Maintain Assignable Roles
    task. You can only view and select assignable roles that you
    Enable
    for the custom organization type you select in the
    Personnel Office
    prompt. 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 Official
    Select an assignable role you configured in the
    Maintain Assignable Roles
    task. You can only view and select assignable roles that you
    Enable
    for the custom organization type you select in the
    Personnel Office
    prompt. Workday displays the legal name and job profile of the worker assigned to this role in Block 50 on all PARs.
    Career Tenure Authority Code
    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 (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 Number
    Select
    Create ID Definition/Sequence Generator
    for 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 Salary
    Select 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 Pay
    Select 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 Adjustment
    Select an active configurable compensation basis. Workday displays the compensation basis on the PAR in 12B Locality Adj. and Block 20B Locality Adj.
    Adjusted Basic Pay
    Select 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 Pay
    Select 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 Pay
    AUO
    Cash Award - One Time Payment
    Cash Award - Allowance Plan
    Recruitment Incentive - Allowance Plan
    Recruitment Incentive - One Time Payment
    Relocation Incentive - Allowance Plan
    Relocation Incentive - One Time Payment
    Retention Incentive - Allowance Plan
    Retention Incentive - One Time Payment
    Presidential Rank Award
    Separation Incentive
    Student Loan Repayment - Allowance Plan
    Student Loan Repayment - One Time Payment
    Select 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 the
    Personnel Action Request Setup
    task. If these condition rules are met when you run a PAR-enabled
    Request Compensation Change
    or
    Request One Time Payment
    process, 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 Pay
    Supervisory Differential
    Map a compensation element that's used on event-driven calculation plans or allowance plans to the
    Special Pay
    field.
    Map 1 or more allowance plans to the
    Supervisory Differential
    field.
    Workday retrieves information from compensation elements mapped to these fields, and sends it to the Office of Personnel Management during a scheduled EHRI run.
  7. Access the
    Maintain Agencies
    task.
    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 the
    Agency Data
    section:
    • Select the old agency code in the
      Transfer Out Agency Code
      field.
    • Select the new agency code in the
      Transfer In Agency Code
      field.
Configure the
Personnel Action Request
business process.
To view the agencies you created, access these reports:
  • View Agency
  • View Agencies