New PAF functionality for originators and approvers effective 11/20/17

posted Dec 4, 2017, 4:33 PM by Peyri Herrera
NEW!

For Personnel Action Form (PAF) users

Effective November 20, 2017, there are changes on PAF screens as a result of new functionality.
  • Originators can search the workflow status for PAFs they have originated that contain a blank Empl ID field. 
  • Approvers can use the “At Your Desk” search field on the PAF Approval screen to find PAF transactions in their queue. 
  • Approvers can view, edit, and delete attachments from PAF Approval screen. 
  • New Salary Grade will populate on Job Data when GSP or GSD is selected on Pay Rate Change PAF. 
These items were presented at the PAF User Group Meeting on November 17. The CRC is in the process of updating the HR4 PAF Guide and will send an announcement when it is revised. Please see below for details.

Change #1: Originators can search the workflow status for PAFs they have originated that contain a blank Empl ID field.

Prior to the code change, originators could not search the status of a workflow route when the Empl ID field was blank for an employee new to PeopleSoft. This issue has been resolved. Originators can navigate to the PAF - Originator Routing screen to search the workflow status for PAFs that they have originated.

Navigation:
Main Menu > SDCOE Custom > Human Resources > PAF - Originator Routing
PAF Originator Routing

PAF Originator Routing

Change #2: Approvers can use the “At Your Desk” search field on the PAF Approval screen to find PAF transactions in their queue.

There are two changes on the PAF Approval search screen. First, the label that formerly read Thread Status has been changed to Workflow Status for clarity. Second, there is a new search field called At Your Desk. It was added to help approvers easily find PAF transactions that are in their queue for approval; the recommendation is to enter At Your Desk = Pending.

Navigation: Main Menu > SDCOE Custom > Human Resources > PAF Approval 
PAF At Your Desk

Change #3: Approvers can view, edit, and delete attachments from PAF Approval screen.

PAF Approvers have the ability to view, edit, and delete attachments directly on the PAF Approval screens. This functionality eliminates the need to navigate back to the PAF Request screen to view attachments. To add an attachment, click Browse. Then find the document on your computer and click Upload. To add another attachment, click the + sign (add row). To delete an attachment, click the - sign (delete row).

Navigation: Main Menu > SDCOE Custom > Human Resources > PAF Approval
PAF Approver Attachments

Change #4: New Salary Grade will populate on Job Data when GSP or GSD is selected on Pay Rate Change PAF.

When the reason of GSP or GSD is selected on the PAF, there was an issue with the data writing to the system when the PAF was final approved. This issue has been resolved. The new Salary Grade value will populate on job data and recalculate the employee’s compensation rate as expected.

Navigation: Main Menu > SDCOE Custom > Human Resources > PAF Request – Pay Rate Change
PAF Pay Rate Change