Reactivate a Terminated Record - Process Help (R12)

Use these instructions to restore a person’s terminated record, reinstating the record as if the termination never took place.

Prerequisites

• You must know the date the person’s status became ExInternal.
• The person must have had a continuous relationship with the Research Foundation (RF).
• You must have received complete paperwork with the appropriate approvals.

To reinstate a terminated person

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. Select People > Enter and Maintain to go to the Decision form.
2. Perform one of the following:
   1. If the current effective date is different from the person's ExInternal status effective date, click Yes to go to the alter Effective Date form
      1. Complete the following fields.

   Field Name	Required (R) or Optional (O)	Description
   Effective Date	R	Date the person's ExInternal status became effective.

   1. Click OK to go to the Find Person form.
   1. If the current effective date is the person's effective date of ExInternal status, click No to go to the Find Person form.
3. Complete at least one of the following Find Person form fields.

   Field Name	Required (R) or Optional (O)	Description
   Full Name	O	Last name of the employee.
   Employee Number	O	Employee's assignment number.
   Social Security	O	A nine-digit, unique personal identification number (SSN) issued by the U.S. Social Security Administration.

4. Click Find to go to the People form.
5. Click the Person Type Usage button and complete the following field:

   Field Name	Required (R) or Optional (O)	Description
   Person Type	R	Select Internal from the List of Values to override the ExInternal status.

6. When changing data fields, the system may prompt you to Update the record and keep a history of changes or to Correct the previous entry without keeping a history. Click Update.
7. Click File > Save.
8. Click File > Close Form to go back to the People form. The Hire Date field will not change. The hire date will reflect the earliest effective date of the person’s record.
9. Click Special Info to go to the Special Information form.
10. Click in the area to the left of the Service Date Information field in the Name region.
11. Click once in the Detail field of the Details region to display all line entries.
12. Click once in the Detail field of the first row of information to go to the most recent Service Date Information form.
13. Complete the following fields:

    Field Name	Required (R) or Optional (O)	Description
    Termination Date	R	Delete the contents of this field.
    Termination Reason	R	Delete the contents of this field.

14. Click OK to go back to the Special Information form. The Detail field of the selected line will display the original hire date and continuous service date information.
15. Select File > Save.
16. Select File > Close Form to go back to the People form.
17. Click Assignment to go to the Assignment form.
18. Select Tools > Alter Effective Date to go to the Alter Effective Date form.
19. Complete the following field:

    Field Name	Required (R) or Optional (O)	Description
    Effective Date	R	Date of the last time in the system the person had an assignment status of Active Assignment. Change to one day before the person’s assignment status became Terminated – Processes Pending.

20. Click OK to go back to the Assignment form.

    Note: If the Status field does not display Active Assignment, go back to Step 17. In Step 17 change the Effective Date to one day before the date in the From (Effective Dates) field.

21. Before deleting records, be aware of future changes to the record by checking the Date Track History of Assignments.
22. Select Edit > Delete Record to go to the Caution form.
23. Click OK to go to the Choose an Option form.
24. Click All to remove all future changes and go back to the Assignment form. Fields will appear blank.
25. Select File > Save.
26. Select File > Close Form to go back to the People form.

    Note: At this point you have reinstated the person’s record. However, it is advised that you verify people information in the People form. It is also advised that you click to go to the Assignment form and verify that the assignment information is accurate. Also verify the salary and status of the elements. Click to review and verify information in the Salary Administration form and click to review and verify entry values in the Element Entries form.

27. If the person had recurring deductions, you may need to recoup any deductions not taken.