Viewing Summary Workforce Information

This chapter discusses how to:

View worker job history.
(USF) View employee personal and job data.
View other summary pages in PeopleSoft Enterprise Human Resources.

Viewing Worker Job History

Viewing worker job history provides a quick summary of important job details of current and historic work records.

This section discusses how to:

View an worker's job history.
View compensation information.

Pages Used to View Employee Job History

Page Name	Object Name	Navigation	Usage
Job Summary	JOB_SUMMARY	Workforce Administration, Job Information, Review Job Information, Job Summary	View an employee’s job history.
Job Summary JPN	JOB_SUMMARY_JPN	Workforce Administration, Job Information, Review Job Information, Job Summary JPN	View a Japanese employee's job history, including additional appointment total. Access details of additional appointments.
Salary Components	COMP_JOB_SUMM_SEC	Click Componentson the Compensation tab of the Job Summary page.	View compensation information.
Comp Rate Code Secondary Panel (compensation rate code secondary panel)	COMP_RATECD5_SEC	Click Detailson the Salary Components page.	Review the description, compensation rate type, and rate code class associated with the rate code.

Viewing a Worker's Job History

Access the Job Summary page.

The Job Summary page displays the person's name and organizational relationship (contingent worker or employee), as well the person's EmplID.

Common Page Information

Eff Date (effective date) and Sequence

Displays the effective date and effective date sequence, if any, available for each personnel action. The effective date sequence tracks actions that occur on the same day.

General

Select the General tab.

Action and Action Reason

Displays the action taken and reason for the row's existence.

Job Information

Select the Job Information tab.

Job Code

Displays the job code information for this worker after each personnel action.

Empl Type (employee type)

Displays the worker type after each personnel action.

Empl Status (employee status)

Displays the worker's status after each personnel action.

Full/Part Time

Indicates whether the worker is full or part time after each personnel action.

Reg/Temp

Indicates whether the worker is regular or temporary after each personnel action.

Standard Hours

Displays the standard hours per work period after each personnel action.

Work Period

Displays the work period after each personnel action.

Work Location

Select the Work Location tab.

Position, Company, DeptID, (department ID) Sal Plan,(salary plan) Grade, Pay Group, Frequency

The employee's position, company code, department ID, pay group, and frequency for the job the employee was or is in, as well as the salary plan and salary grade

Position Nbr (position number)

If you’re driving part or all of PeopleSoft Enterprise Human Resources by position, this field displays a position number for each position to which you’ve assigned this employee.

Compensation

Select the Compensation tab.

Annual Rt (annual rate), Monthly Rt (monthly rate), Daily Rt (daily rate), Hrly Rate (hourly rate), Currency, and Change Percent

Displays the worker's compensation rate in annual, monthly, daily, or hourly terms in the given currency. When there has been a change in the compensation rate for this employee, the system displays the percentage of change from the previous row.

Components

Click to access the Pay Components page.

Viewing Compensation Information

Access the Salary Components page.

Common Page Elements

Rate Code	Rate codes are IDs for pay components. The system displays compensation information associated with this rate code in the compensation grid.
Seq (sequence)	Indicates multiple occurrences of the same rate code.

Amounts

Select the Amounts tab.

Comp Rate (compensation rate) and Currency	Displays the compensation rate for the pay component rate codes and the currency.
Frequency	Displays the compensation frequency for the pay component's rate.
Points	Displays the salary points associated with this rate code, if there are any.
Percent	If the rate type for this rate code is percent, the system displays the percent to be applied to the job compensation rate or to a rate code group (if you are using rate code groups).
Rate Code Group	A rate code group enables you to be more specific when calculating percentage-based components as part of your worker compensation package.

Controls

Select the Controls tab

Source

Indicates how the pay component was assigned to the Compensation grid. Manual indicates that the pay component was added manually; Salary Step indicates that the pay component was defaulted in from the Salary Step; Job Code indicates that the pay component was defaulted in from the job code definition, and so on.

Calculated by

Values are:

None: The rate value is assigned by the Rate Code definition or manually entered.

Rate Matrix: The rate value is determined by a rate code matrix.

Extended: Not used.

Manually Updated

Indicates whether the pay component's value was manually entered or the pay rate contains only defaulted values.

Default Without Override

Indicates whether the default rate value of the pay component can be overridden.

Details

Click to access the Comp Rate Code Secondary Panel page and review the description, compensation rate type, and rate code class associated with the rate code.

Changes

Select the Changes tab.

Change Amount

Displays the overall change amount in this pay component rate relative to the previous Job Data row.

Change Points

Displays the overall change amount (in points) for this pay component. This field is visible only if Salary Points is selected on the Installation Table page.

Change Percent

Displays the overall change amount for this pay component. This field isn’t available for rate codes that have a rate code type of percent or points.

Conversion

Select the Conversion tab.

Converted Comp Rate (converted compensation rate)

Displays the converted compensation rate for this pay component. The system converts all base pay components to the currency and compensation frequency specified.

Apply FTE (apply full time equivalent)

Indicates that the value associated with the rate code is to be multiplied by the FTE factor for annualization and deannualization. FTE is the percent of full time the employee should normally work in the corresponding job. This field isn’t applicable for rate codes of type percent.

(USF) Viewing Employee Personal and Job Data

Use the Personal Data inquiry component to view employee personal and job data.

This section discusses how to:

View employee personal data.
View employee job data.
View employee benefit programs.

Pages Used to View Personal and Job Data

Page Name	Object Name	Navigation	Usage
Personal Data	GVT_PERS_INQ	Workforce Administration, Job Information, Review Job Information, Personal Data USF, Personal Data	View employee personal data.
Mailing Address	GVT_MAILADDR_SEC	Click Mailing Addresson the Personal Data page.	View the employee's mailing address.
Veterans Info (veterans information)	GVT_VETINF_INQ_SEC	Click Veterans Infoon the Personal Data page.	View veteran's information for this employee.
Job Data1	GVT_JOB_INQ	Workforce Administration, Job Information, Review Job Information, Personal Data USF, Job Data1	View employee job data.
Benefits/Retirement Data	GVT_BENDAT_INQ_SEC	Click Benefits/FEHB Dataon the Job Data1 page.	View the benefit program in which the employee is enrolled for benefits in PeopleSoft Enterprise Human Resources or in PeopleSoft Enterprise Benefits Administration.
Job Data2	GVT_JOB_INQ2	Workforce Administration, Job Information, Review Job Information, Personal Data USF, Job Data2	View additional job data, including quoted pay and expected pay information.
Employment Data	GVT_EMPLOY_INQ	Workforce Administration, Job Information, Review Job Information, Personal Data USF, Employment Data	View employment data.

Viewing Employee Personal Data

Access the Personal Data page.

The Personal Data page displays information on employee hire date, birth date, home address, marital status, birth information, citizenship, draft status, Medicare entitlement, race, and handicaps. Click the Mailing Address link to view the employee's mailing address. Click the Veterans Info link to view veteran's information for this employee.

Viewing Employee Job Data

Access the Personal Data - Job Data1 page.

This page displays the employee's position number, job code, employee type, class, type of appointment, position occupied, work schedule, agency, subagency, department, location, tax location, LEO position, FLSA status, and other job-related information.

Click the Benefits/FEHB Data link to view information on this employee's benefits and retirement data.

Viewing Employee Benefit Programs

Access the Personal Data - Job Data1: Benefits/Retirement Data page.

Viewing Other Summary Pages in PeopleSoft Enterprise Human Resources

Several other display-only pages summarizing employee data are available for you to review in PeopleSoft Enterprise Human Resources. Most of them derive information that you enter in other PeopleSoft Enterprise Human Resources business processes, such as Planning Compensation, Track Global Assignments, and Administering Training. However, you’ll also find them useful for planning and analysis when you work in the Workforce Administration menu.

Following are some of the summary pages:

Employee Data Summary: Displays information on employee current status, hire date, birth date, marital status, standard work hours, pay group, job code, and other job- and compensation -related information.

Benefits, Employee/Dependant Information, Review HR/Job/Payroll Data
Organizational Summary: Displays a summary of all the organizational relationships for a person. Workforce Administration, Personal Information, Person Organizational Summary.
Career Assignment summary: Displays the actual job path the employee has followed in the organization. By tracking employee movements through salary structures and manager levels, you'll get a feel for where the employee has been in your organization so far. Workforce Development, Career Planning, Review Career Summaries, Career Assignments.
Compensation History: Displays the history of all pay rate changes the employee has received, which is particularly useful when you are planning new increases. Compensation, Base Compensation, Review Salary Information, Employee Compensation History. The Compensation History page is also in the Workforce Development, Career Planning, Review Career Summaries folder.
Immediate Family Summary: Lists all dependents that are a part of the employee's immediate family. Immediate family is defined as dependents that are the employee's spouse, son, or daughter. You'll find this page helpful for determining eligibility for various types of benefits your organization offers to employees, their spouses, and children. Benefits, Employee/Dependant Information, Review Dep/Ben Summary.
Training Summary: Displays student training history, which is helpful when determining whether students are receiving adequate training to perform their current jobs; to see if they've taken all course prerequisites; and for career and succession planning. Enterprise Learning, Result Tracking, Review Training Summary.
Injury Summary: Provides an overview of the health and safety incidents in which this individual has been involved, including injuries and illnesses and the nature of the incidents. Workforce Monitoring, Health and Safety, Obtain Accident Information, Review Employee Injury Summary.

Job Code	Displays the job code information for this worker after each personnel action.
Empl Type (employee type)	Displays the worker type after each personnel action.
Empl Status (employee status)	Displays the worker's status after each personnel action.
Full/Part Time	Indicates whether the worker is full or part time after each personnel action.
Reg/Temp	Indicates whether the worker is regular or temporary after each personnel action.
Standard Hours	Displays the standard hours per work period after each personnel action.
Work Period	Displays the work period after each personnel action.

Position, Company, DeptID, (department ID) Sal Plan,(salary plan) Grade, Pay Group, Frequency	The employee's position, company code, department ID, pay group, and frequency for the job the employee was or is in, as well as the salary plan and salary grade
Position Nbr (position number)	If you’re driving part or all of PeopleSoft Enterprise Human Resources by position, this field displays a position number for each position to which you’ve assigned this employee.

Annual Rt (annual rate), Monthly Rt (monthly rate), Daily Rt (daily rate), Hrly Rate (hourly rate), Currency, and Change Percent	Displays the worker's compensation rate in annual, monthly, daily, or hourly terms in the given currency. When there has been a change in the compensation rate for this employee, the system displays the percentage of change from the previous row.
Components	Click to access the Pay Components page.

Source	Indicates how the pay component was assigned to the Compensation grid. Manual indicates that the pay component was added manually; Salary Step indicates that the pay component was defaulted in from the Salary Step; Job Code indicates that the pay component was defaulted in from the job code definition, and so on.
Calculated by	Values are: None: The rate value is assigned by the Rate Code definition or manually entered. Rate Matrix: The rate value is determined by a rate code matrix. Extended: Not used.
Manually Updated	Indicates whether the pay component's value was manually entered or the pay rate contains only defaulted values.
Default Without Override	Indicates whether the default rate value of the pay component can be overridden.
Details	Click to access the Comp Rate Code Secondary Panel page and review the description, compensation rate type, and rate code class associated with the rate code.

Change Amount	Displays the overall change amount in this pay component rate relative to the previous Job Data row.
Change Points	Displays the overall change amount (in points) for this pay component. This field is visible only if Salary Points is selected on the Installation Table page.
Change Percent	Displays the overall change amount for this pay component. This field isn’t available for rate codes that have a rate code type of percent or points.

Converted Comp Rate (converted compensation rate)	Displays the converted compensation rate for this pay component. The system converts all base pay components to the currency and compensation frequency specified.
Apply FTE (apply full time equivalent)	Indicates that the value associated with the rate code is to be multiplied by the FTE factor for annualization and deannualization. FTE is the percent of full time the employee should normally work in the corresponding job. This field isn’t applicable for rate codes of type percent.