Change Assignment Data - Process Help (R12)

Complete these instructions to change assignment data in a person’s record.

Prerequisites

1. Completed paperwork with the appropriate approvals must have been received.

To change assignment information

When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.

1. Navigate to People>Enter and Maintain to the Decision form
2. If you need to change the current effective date, click Yes to go to the Alter Effective Date form and from the calendar List of Values, select the date of the change. Click OK to go to the Find Person form. If you do not need to change the effective date of the change and use the current date, click No to go to the Find Person form.
3. Complete one of the following Find Person form fields:

   Field Name	Required (R) or Optional (O)	Description
   Full Name	O	Person's last name.
   Social Security	O	Person's social security number.
   Type	O	Select from the List of Values: Contingent Worker Applicant Employee
   Employee Number	O	Person's ID Number.

4. Click Find to go to the People form.
5. Click Assignment to go to the Assignment form.
6. If you need to change the organization to which the person is assigned, complete the following field as required by the completed and approved change request:

   Field Name	Required (R) or Optional (O)	Description
   Organization	O	Specific location and specific department at the location to which the person is assigned. Select from the List of Values. For example: 010 - School of Information Science & Policy

7. Click Update if the person has changed to a new organization. Click Correction if new information is a correction. The People Group Flexfield form is displayed.
8. As required by the completed and approved change request, complete the following fields:

   Field Name	Required (R) or Optional (O)	Description
   Operating Location	O	Location where the person works. Select from the List of Values.
   Assignment Group	O	Classification of assignment for employees and non employees. Select from the List of Values. Examples: Employee Graduate Employee Regular Employee Summer

9. Click OK to return to the Assignment form.
10. If you need to change other assignment information in this form, complete the following Assignment fields as required by the completed and approved change request:

    Field Name	Required (R) or Optional (O)	Description
    Job	O	Person's job title. Select from the List of Values.
    Grade	O	Person's pay grade. Select from the List of Values
    Payroll	O	Type of pay Biweekly SUNY
    Location	O	Where the person works based on the Organization field. Select from the List of Values.
    Status	O	Employment status category. This field is used to determine the paid time off (PTO) accrual selection for the List of Values in the Element Entries form. Select from the List of Values.
    Assignment Category	O	Enter employee’s Assignment Category. For example: Exempt – Regular Hourly Non-exempt – Regular This field is used to determine the PTO (paid time off) accrual List of Values selection in Element Entries.
    Employee Category	O	Select the employee category from the List of Values. For Example: Administrative Agency Sponsored Program

11. Select File > Save.
12. If you need to change the Salary information, select the Salary Information tab and complete the following field as required by the completed and approved change request:

    Field Name	Required (R) or Optional (O)	Description
    Salary Basis	O	Person's salary basis. Select from the List of Values.

13. If you need to change the Supervisor information, select the Supervisor tab and complete the following fields as required by the completed and approved change request:

    Field Name	Required (R) or Optional (O)	Description
    Supervisor	O	Person's salary basis. Select from the List of Values.

14. If you need to change the scheduled weekly work basis, select the Standard Conditions tab and complete the following field as required by the completed and approved change request:

    Field Name	Required (R) or Optional (O)	Description
    Working Hours	O	Person's weekly work basis. Select 37.5 or 40 from the List of Values.

15. If you need to change the person's timecard requirement, select the Statutory tab. Double click in the field to go to the GRE and other data form and complete the following field as required by the completed and approved change request:

    Field Name	Required (R) or Optional (O)	Description
    Timecard Required	O	Select Yes or No from the List of Values.

16. If you need to change the primary flag on the assignment, select the Miscellaneous tab and click on the Primary check box. Click on arrow to the right of tabs this will bring up a drop down window select Miscellaneous.
17. If you need to change the FTE status, click the [ ] field at the bottom of the form to go to the Additional Assignment Details form and complete the following fields as required by the completed and approved change request:

    Field Name	Required (R) or Optional (O)	Description
    FTE	O	Full-time equivalent; a salaried person's expected effort on his or her assignment. For example: Enter .50 for salaried employees working half time for the Research Foundation. Enter 0.00 for hourly employees. For salaried employees, the FTE can be a maximum of 1.00.
    Benefit Hours	_	System generated data. Do NOT use this field to enter data.
    Annual Benefit Pay	_	System generated data. Do NOT use this field to enter data.

18. Select File > Save.
19. Select File > Close.