Tracking Assignments

This chapter provides an overview of global assignment tracking and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Global Assignment Tracking

When you send an employee on a global assignment, you track new assignment details, additional employee earnings and deductions, and different benefits packages. You might also administer an employee’s personal affairs, such as housing, vehicles, and furniture. With PeopleSoft Enterprise Human Resources, you can easily settle employees and their dependents in new locations.

Note. Before you process a global assignment, a human resources record and emplID must already exist in the PeopleSoft Enterprise Human Resources system for the employee.

Click to jump to top of pageClick to jump to parent topicCreating Checklists

This section provides an overview of creating checklists and lists the pages used to create checklists.

Click to jump to top of pageClick to jump to parent topicUnderstanding Creating Checklists

Much of the information that you process for different assignment types and countries remains constant. To save yourself work (and data entry errors or omissions), create standard checklists to streamline global assignment processing. For special situations, use standard checklists as the basis for creating modified checklists.

Set up checklists by using the Checklist Item Table and Checklist Table. To tailor a checklist for an employee, use the Employee Checklist page.

See Also

Creating Checklists

Click to jump to top of pageClick to jump to parent topicPages Used to Create Checklists

Page Name

Object Name

Navigation

Usage

Chklst Item Table (checklist item table)

CHKLST_ITEM_TABLE

Set Up HRMS, Common Definitions, Checklists, Checklist Items

Define items that could appear on a checklist.

Checklist Table

CHECKLIST_TABLE

Set Up HRMS, Common Definitions, Checklists, Checklist

Define employee checklists.

Employee Checklist

EMPLOYEE_CHECKLIST

Workforce Administration, Personal Information, Organizational Relationships, Person Checklist

Identify checklist items to use as a guide to process people.

Click to jump to top of pageClick to jump to parent topicManaging Employee Home and Host Data

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Manage Employee Home and Host Data

Page Name

Object Name

Navigation

Usage

Host Data

HOME_HOST_DATA

Workforce Administration, Global Assignments, Track Assignment, Home and Host Data, Host Data

View and update home and host information.

Note. Home data comes from the job data pages. You must have created an employment instance for the employee.

Note. You must establish a host employment record to manage assignments from the Assignment Data component.

Home and Host Data - Payroll Data

JOB_DATA_2

Click the Payroll Data tab on the Home and Host Data page.

Add or view home and host payroll data. Home data comes from the job data pages. You must have already created an employment instance for this employee.

Home and Host Data - Assignment

HOME_HOST_ASGN

Click the Assignment tab on the Home and Host Data page.

Add or view home and host assignment data. Home data comes from the job data pages. You must have already created an employment instance for this employee.

Home and Host Data - Benefits

JOB_DATA_BENPRG

Click the Benefits tab on the Home and Host Data page.

Add or view home and host benefits data. Home data comes from the job data pages. You must have already created an employment instance for this employee.

Click to jump to top of pageClick to jump to parent topicDefining and Maintaining the Home Location Information

Use the Home and Host Data (HOME_HOST_DATA) component to manage and review employees' home base and host location information and to create job records for assignments.

To manage employee global assignments, first establish an employee's permanent, or home, location and data. The home location is the place to which the employee returns when a temporary assignment ends, and the home data is the employee's job data when the employee is not on assignment.

If you added an employment instance for a person into the PeopleSoft Enterprise Human Resources system, the employee has a job data record that serves as the home information. If the employee is a new employee, create an employment instance before processing the assignment.

Note. An employee may have more than one job at home, and so may have more than one home human resources record.

Click to jump to top of pageClick to jump to parent topicDefining and Maintaining the Host Location Information

Each time that you send an employee on a temporary assignment, you need to create a separate set of host and benefits data for that assignment. Host data includes information such as job, department, and location. Host benefits data consists of the employee’s benefits program participation. By creating a separate set of data for the assignment, you retain permanent home and benefits data for the employee and track data for the current assignment.

The first time that you add host data for a new assignment, create a new job record on the Home and Host Data component.

When you create a host job record, the job information fields are available for entry on the Host Data page. When you save the new host information, the system stores the data in the employee’s employment, job, and benefit program participation tables. These are the same tables in which all standard job data is stored.

When one global assignment ends, reuse the same job record and enter a new data row for the new assignment.

Note. You generally use one host employment record to track all global assignments for an employee, unless there are special circumstances, such as concurrent host assignments or different sets of benefits for a particular assignment. For these cases, add another employment record number to track the data separately.

Click to jump to top of pageClick to jump to parent topicDefining Assignee Qualifications

This section discusses how to enter educational qualifications and skills.

To identify the best-qualified employees to send on assignments, review employee educational qualifications and skills, and track additional education and skills that they acquire during assignments. Enter assignment-specific school codes, major codes, or skill codes.

The Competencies, Education (and Education USF), and Languages components are available in global assignments (Workforce Administration, Global Assignments, Assignee Qualifications) as well as in other PeopleSoft Enterprise Human Resources applications.

See Also

Understanding Job Data

Click to jump to top of pageClick to jump to parent topicBeginning an Assignment

To begin an employee's assignment:

Click to jump to top of pageClick to jump to parent topicEnding Assignments

To end an assignment, insert a data row on the Home and Host Data component and select ASC (Assignment Completion) in the Action/Reason field on the Host Data page.

End an assignment only if the employee is not immediately sent on a new assignment.

If the employee is going on a new assignment immediately, enter a new row for the new assignment.

Click to jump to top of pageClick to jump to parent topicTransferring an Employee Permanently

Sometimes an employee on temporary assignment stays at a location permanently. As a permanent employee, he or she shares the same status as a local employee and should no longer be managed as an employee on temporary assignment. All employee, benefit, and payroll data tracking for the employee takes place at the new location because it is the employee’s new home base.

To transfer an employee permanently:

  1. End all open temporary global assignments.

  2. Access the Job Data page, insert a row, and enter the department, location, and job code for the permanent host assignment.

Click to jump to top of pageClick to jump to parent topicViewing and Updating Home and Host Information

Access the Home and Host Data page.

If you access the component by using an employee's home employment record number, most of the elements on this page are display-only, showing data from the employee's job record.

If you access the component by using an employee's host employment record number, enter the employee's job information for the assignment here.

The elements that are on this page are the same as those that appear on the Job Data component.

Action Date

Displays the date on which you enter this row.

Action/Reason

Select an action to distinguish global assignments from other administrative actions.

You can identify specific reasons for sending employees on assignments. For example, you might process some assignments that are due to a transfer of skills and others that are due to a shortage of local skilled personnel. To track assignment types more easily, specify reasons for them.

Use the Action Reason Table to set up reasons specific to global assignments.

See Setting Up the Administer Workforce Business Process.

Click to jump to top of pageClick to jump to parent topicAdding or Viewing Home and Host Payroll Data

Access Home and Host Data page: Payroll Data tab

The elements that are on this page are the same as those that appear in the Job Data component.

Click to jump to top of pageClick to jump to parent topicAdding or Viewing Home and Host Assignment Data

Assess the Home and Host Data page: Assignment tab

The elements that are on this page are the same as those that appear in the Job Data component.

Home or Host

For employees with multiple assignments, the system populates this field with:

  • Home if an assignment is based at the employee's home location.

  • Host if an assignment is based at a location other than the employee's home location.

Home/Host Employment Record #

For employees with multiple assignments, the system generates employment record numbers to track data for each concurrent job. A new hire's employment record number for their initial job is set to 0. For each subsequent job the employee receives, an additional, sequential employment record number is assigned.

Click to jump to top of pageClick to jump to parent topicAdding or Viewing Home and Host Benefits Data

Access the Home and Host Data page: Benefits tab.

The elements that are on this page are the same as those that appear in the Job Data component.

Benefit Program

Enter a benefit program; doing so does not affect other employee home data.

You can make changes on the Home and Host Data - Benefits page, or on the Benefit Program Participation page in the Workforce Administration menu.

See Also

Entering Employee Job Location and Position Information

Click to jump to top of pageClick to jump to parent topicManaging Assignments With Multiple Home or Host Data Records

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicAdding Assignments When an Employee Has Multiple Jobs at Home

For most global assignments, the employee has one home job record and one host job record; however, you may encounter situations in which an employee has more than one job at home or more than one assignment.

Some employees have more than one employment record in the system before they go on a global assignment. For example, an American university professor going to teach at Oxford for a year might have two jobs in the U.S., one as a professor and another as a researcher. The employee already has two employment records in the system for the home jobs, so you need to create a third employment record for the host.

To track host data for an employee with multiple home records:

  1. Create a new host employment record on the Home and Host Data component or in the Add New Assignment component (ADD_PER_ORG_ASGN).

    The system adds another employment record so that you (and the system) can differentiate between the jobs. In both the initial employment instance and concurrent jobs, the system uses home as the default home/host class.

  2. Enter assignment dates on the Assignment Data page.

    When you enter the assignment end date, the system checks to see if other home records have effective dates that are equal to or before the end date that you enter. If more than one current home data record exists, the system displays a message asking you to indicate the home record for this assignment. Click OK to continue.

  3. Associate one of the home records with the assignment on the Assignment Data - Assignment Home/Host page.

Click to jump to top of pageClick to jump to parent topicAdding Assignments When an Employee Has Multiple Host Locations

Some employees split their time between two or more locations during an assignment. For example, a manager who was sent to Japan might also be assigned to work in Korea at the same time. Whether this is known before the assignment starts or arises during the assignment, the jobs are treated as different, concurrent host records in the system.

To track data for an employee with multiple host records:

  1. Create a separate employment record for each host on the Home and Host Data component.

    Use the Add action to access the page. When the system prompts you for an employment record number, select to assign the next available employment record number, such as 2 or 3.

  2. Enter assignment dates and other details on the Assignment Data page, unless assignment data already exists for the first host.

    If assignment data already exists for the first host, create only one assignment for both hosts. Verify that the current assignment data has an end date that includes or extends beyond the end date of the second assignment.

    If you’re creating both host records at the same time, enter the details of the new assignment on the Assignment Data page.

  3. Associate both host records with the assignment that is on the Assignment Data - Assignment Home/Host page.

    If you created assignment data for the first host earlier, Host 1 appears when you open the page. Click the Insert Row button to insert a new data row. Select Host 2 so that the system can associate both records with the assignment.

    If the assignment is new, insert two new data rows and designate the hosts as Host 1 and Host 2 so that the system can associate them both with the assignment.

Click to jump to top of pageClick to jump to parent topicTying Multiple Home or Host Data to an Assignment

If an employee has more than one home record, associate one record with the assignment. If the employee has multiple, concurrent host records, associate all the host records with the assignment. The information that you enter on the Assignment Data - Assignment Home/Host page controls the earnings and deductions that track for home and host data on the Assignment Compensation page.

To associate a home record with an assignment:

  1. Access the Assignment Data - Home/Host page.

    If the employee has only one home data record or only one host data record, it appears on this page. If no home data record appears, that means that the employee has multiple concurrent home records.

  2. Insert a new data row.

  3. Select Home in the Home or Host field.

  4. Enter or select the employment record number for the home record that you want to associate with this assignment.

    The system populates the remaining fields.

  5. Save entries.

To associate multiple host records with an assignment:

  1. Access the Assignment Data - Host/Home Data page.

    If the employee has only one host data record, it appears on this page.

    If no host data appears and you already added host data on the Host/Home Information component, it means that the employee has multiple, concurrent host records.

  2. Insert a new data row for each host location.

  3. Select Host 1 for the first location and Host 2 for the second location, in the Host field.

  4. Enter or select the appropriate employment record number for each location. The system populates the remaining fields.

    If no entries automatically appear in the display-only fields, then you selected an employment record number for a host record that's effective after the end date of the assignment. Either update the effective date of the host job information or change the end date of the assignment.

  5. Save entries.

Click to jump to top of pageClick to jump to parent topicManaging Employee Assignment Data

This section discusses how to:

Use the Assignment Data component to manage employee assignment data.

Click to jump to top of pageClick to jump to parent topicPages Used to Assign an Employee to an Assignment

Page Name

Object Name

Navigation

Usage

Assignment Data

ASSIGNMENT_DATA

Workforce Administration, Global Assignments, Track Assignment, Assignment Data, Assignment Data

Enter information about assignment types.

Assignment Home/Host

ASSIGNMENT_HOMHST

Click the Assignment Home/Host tab on the Assignment Data page.

Enter home and host information.

Residence Home

RESIDENCE_HOME

Click the Residence Home tab on the Assignment Data page.

Enter information about home residences and furniture.

Residence Host

RESIDENCE_HOST

Click the Residence Host tab on the Assignment Data page.

Enter information about host residences and furniture.

Vehicle Data

VEHICLE_DATA

Click the Vehicle Data tab on the Assignment Data page.

Track the location and status of vehicles.

Assignment Summary

ASSGNMT_SUMMARY

Workforce Administration, Global Assignments, Track Assignment, Review Assignment Summary

Review a summary of an employee's assignment.

Run Control

RUNCTL_PER717

Workforce Administration, Global Assignments, Track Assignment, Employee on Assignment Report

The Employees on Assignment report (PER717) lists the employees who are on assignment.

Click to jump to top of pageClick to jump to parent topicEntering Basic Assignment Data

Access the Assignment Data page.

Begin Data and End Date

Enter the assignment's begin and end dates.

Assignment Type

Select a value that is created in the Assignment Type table.

Departure Date and Arrival Date

Enter the employee’s estimated date of departure from the home location and arrival at the new primary host.

Home Domicile

View information about the employee's home domicile.

The system uses the home domicile values from the employee personal data as default values. Use this information to process home leave travel on the Company Paid Travel page.

Host Contact Information

Enter a contact in the employee's host country who can be contacted by the home supervisor in case of emergency. The employee’s name and work telephone number are provided.

Click to jump to top of pageClick to jump to parent topicEntering Home and Host Information

Access the Assignment Home/Host page.

Home or Host

The system displays Home or the appropriate hosting location.

Data as of

Select a date option to change the view of the Home or Host data.

  • Assignment Begin Date

    Select to view the Home or Host data as of the assignment's start date.

  • Assignment End Date

    Select to view the Home or Host data as of the assignment's end date.

  • Current Date

    Select to view the Home or Host data as of today's date.

The system populates the rest of the elements on the page with the data that is associated with them on the Home and Host Data component as of the date selected.

Click to jump to top of pageClick to jump to parent topicEntering Home Residences and Furniture Information

Access the Residence Home page.

Residence Number

Displays the default value, 1.

Leave the default value as is, unless you are using a different numbering sequence. Each time that you insert a new data row for another residence, the system assigns the next number in the sequence, such as 2 or 3.

Status Before Assignment and Status During Assignment

Select the status of the employee’s residence before and during the assignment.

Home Furniture

Select the disposition of the employee’s home furniture that is associated with the residence.

Property Management

Select if the company is using a property management company to assist in administering residence details.

Click to jump to top of pageClick to jump to parent topicEntering Host Residences and Furniture Information

Access the Residence Host page.

Residence Number

Displays the default value, 1. Leave the default value as it is, unless you use a different numbering sequence. Each time that you insert a new data row for another residence, the system assigns the next number in the sequence, such as 2 or 3.

Edit Host Address

Click to edit the host residence address.

Host Residence Status

Select the host residence status.

Host Furniture

Select the disposition of the host furniture that is associated with the residence. Use a set of values that are different from those that are available for home residences; these values are in the Translate table.

See Also

Increasing the Workforce

Click to jump to top of pageClick to jump to parent topicTracking Home and Host Vehicle Information

Access the Vehicle Data page.

Home Vehicle

Vehicle # (vehicle number)

Displays the default value, 1. Leave the default value as is, unless you are using a different numbering sequence. Each time that you insert a new data row for another vehicle, the system assigns the next number in the sequence, such as 2 or 3.

Reason

Enter the reason or status of the employee’s vehicle.

Host Vehicle

Vehicle #

Displays the default value, 1. Leave the default value as it is, unless you use a different numbering sequence. Each time that you insert a new data row for another vehicle, the system assigns the next number in the sequence, such as 2 or 3.

Reason

Select a reason for the status.

Vehicle Status

Select a vehicle status by using a set of values that are different from those that are available for home vehicles; these values are also in the Translate table.

Date Available

Enter the date on which the vehicle is available to the employee.

Cash in Lieu

Select if the employee chooses to take cash instead of a company vehicle.

See Also

Administering Company Cars for a Workforce

Click to jump to top of pageClick to jump to parent topicManaging Company Paid Travel for Employees on Assignment

This section covers how to manage company paid travel for employees on assignment.

Click to jump to top of pageClick to jump to parent topicPages Used to Manage Company Paid Travel for Employees on Assignment

Page Name

Object Name

Navigation

Usage

Company Paid Travel

TRAVEL_CMPNY_PAID

Workforce Administration, Global Assignments, Track Assignment, Company Paid Travel

Enter company-paid travel information.

Travel Cmpny Dep (travel company dependents)

TRAVEL_CMPNY_DEP

Workforce Administration, Global Assignments, Track Assignment, Dependent Company Paid Travel

Track travel for which dependents of employees are eligible.

Click to jump to top of pageClick to jump to parent topicManaging Company-Paid Travel for Employees on Assignment

Access the Company Paid Travel page.

Note. If you don’t see any data in these fields, it means that the date on which the employee is eligible for travel is after the end date that is entered in the assignment data for the current assignment. If the employee should be eligible for this travel during the assignment only, adjust either the date eligible here or the end date in the assignment data.

Date Eligible

Displays the date on which the employee is eligible for travel. Today’s date appears automatically, which you can change.

Date Taken

Enter the date of travel.

Type of Travel

Enter one of the values that are created in the Travel Type table.

Mode of Travel

Enter one of the values that are created in the Translate table. Air appears by default, which you can change.

Amount/Currency

Enter the cost of the travel ticket or the maximum amount that the company authorizes for travel. The currency that is designated on the Installation Table - HRMS Options page appears by default, which you can change. Values are in the Currency Code table.

Cash In Lieu

Select if the employee opts for cash instead of company-paid travel.

Alternate Location

Select if the employee chooses to travel to a location other than his or her home domicile. If you select this check box, the To group box becomes available for alternate information entry.

Note. This check box is only available if you select the Home Leave check box in the Travel Type table; the system displays the employee home domicile information from Assignment Date page in the To group box.

Country

Enter the name of the country from which the employee is traveling.

If you change the country code in either the From or To group box, the system clears the State and City fields so that you can enter new information.

Enter a new data row, to track other instances of company-paid travel.

Dependent

Enter the appropriate dependent ID. To add more dependents, position the cursor in the Dependent field; click the Insert Row button.

Birthdate

Displays the dependent’s date of birth.

Click to jump to top of pageClick to jump to parent topicManaging Dependent Information for Employees on Assignment

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicEntering Dependent Data

Enter and maintain dependent information on the Dependent Data component (Workforce Administration, Global Assignments, Track Assignment, Dependent Data).

See Understanding Dependent and Beneficiary Data.

Click to jump to top of pageClick to jump to parent topicPages Used to Manage Dependent Information for Employees on Assignment

Page Name

Object Name

Navigation

Usage

Family at Host

FAMILY_AT_HOST

Workforce Administration, Global Assignments, Track Assignment, Dependent Accompanying, Family at Host

Enter family and dependent information.

Immediate Family

IMMEDIATE_FAMILY

Workforce Administration, Global Assignments, Track Assignment, Review Immediate Family Data, Immediate Family

View information on an employee's immediate family.

Click to jump to top of pageClick to jump to parent topicEntering and Maintaining Data for Accompanying Dependents

Access the Family at Host page.

Assignment Type, Begin Date and End Date

Displays the assignment type, begin date, and end date of the assignment, based on the effective date.

If these fields are not populated, it means that the information that you enter takes effect after the end date that is entered in the Assignment Data component. To see assignment data, adjust either the effective date here or the end date in Assignment Data.

Family Size

Displays the size of the immediate family, which is defined as dependents who are the employee’s spouse, son, or daughter.

Dependent ID

Displays information on all dependents who are added by using the Dependent Data pages.

At Host

Displays the number of dependents who are accompanying the employee to the host location. The system automatically selects each dependent who is an immediate family member. Clear the At Host check box for any dependents who are not accompanying the employee to the host location.

Select the At Host check box for any non-family member, such as a nanny, who is accompanying the employee.

As you make changes to at host information, the system calculates and displays the number for immediate at host and the number for total at host, which includes any non-family members accompanying the employee.

Adding Dependents to the Host Location

To add another dependent to the Family at Host page, first add the new dependent by using the Dependent/Beneficiary pages. Position the cursor in the Effective Date field. When you enter the effective date of the change, and tab out of this field, the system refreshes the dependent list.

Removing Dependents From the Host Location

Access the Family at Host Page. To reduce the number of dependents at host, click the Delete Row Button and save the changes. The deleted dependents are removed from the list of dependents at host, but are still tracked in the system as dependent or beneficiaries for the given employee.

Click to jump to top of pageClick to jump to parent topicViewing Immediate Family Data

Access the Immediate Family page.

The system displays the employee’s name and employee ID, along with the names and birth information for all dependents who are in the employee’s immediate family, their relationship to the employee, occupations (if any), and marital statuses.

Click to jump to top of pageClick to jump to parent topicTracking Assignment Compensation and Currency Fluctuation

This section discusses how to track assignment compensation.

Warning! The Assignment Compensation page isn’t linked to payroll processing in Payroll for North America.

See Also

Setting Up and Working with Currencies

Click to jump to top of pageClick to jump to parent topicPage Used to Track Assignment Compensation

Page Name

Object Name

Navigation

Usage

Assignment Compensation

ASSGNMT_EARNS_DED

Workforce Administration, Global Assignments, Track Assignment, Assignment Compensation

Enter supplemental earnings and deductions that the home location pays, such as hardship premiums and relocation costs, or that an employee receives from the host location, such as foreign housing or rent.

Click to jump to top of pageClick to jump to parent topicTracking Assignment Compensation

Access the Assignment Compensation page.

Amount Frequency

Enter the amount of compensation frequency from the values that are in the Frequency table. Options are: Annual, Hourly, or Monthly. All the amounts that you specify for both earnings and deductions must be for the frequency that you select in this field.

Assignment Type

Displays the assignment type, which is based on the effective date that is entered on this page. If no information appears, it means that the information that you enter takes effect after the end date that you enter in the Assignment Data component; a warning message appears.

If you make a onetime payment that occurs after the end date of the assignment, ignore the message. Otherwise, to see assignment data, adjust either the effective date here or the end date in the Assignment Data component.

Home or Host

Enter the employee record numbers that correspond to the home or host records. Generally, enter 0 for the home record and 1 for the host record.

From Currency Code and To Currency Code

If assignment data exists, view the currency for the country that is designated in the employee's home data, in the From Currency Code field. View the home currency in the To Currency Code field. The system automatically populates these fields. Override these default values by selecting another currency code from the Currency Code table.

Exchange Rate

Displays the exchange rate type; the rate that is specified in the Installation table appears by default.

Rate Type

Displays the rate type; the rate type that is specified in the Installation table appears by default. You can override this default value.

Code

Enter a code that denotes additional earnings that are charged to the home location. Create these codes in the Earnings table.

Base Compensation

Displays the amount that the employee earns at the home location, which you specify in Job Data Compensation.

Home Amount

Enter the home amount. Because you are entering information about home data, the Host Amount field doesn’t appear.

Base Compensation

Displays the amount that the employee earns at the home location, which you specify in Job Data - Payroll page.

Code

Enter a code from the Deductions table that denotes deductions that should be taken from the employee compensation that you specify for the home location.

Home Amount

Enter the home amount for the deduction code.

The net earnings and deductions that are specified for the home location appear. The Home/Host Net Amount displays the net amount of all supplemental earnings and deductions for both home and host. Both amounts appear in the home currency.

Because you are entering information related to home data, the Host Amount field doesn’t appear.