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FAQs and Terminology
HR Transaction System
Copy HR Transactions
An existing HR Transaction can be used as a template for creating a new HR Transaction. A system user can get to this function in various ways:
a. Highlighting a HR Transaction on a search results list and then pressing the 'Copy HR Tran to New Tran' button at the bottom of the screen.
b. Highlighting a PD on a search results list and then selecting Edit and then the 'Copy HR Transaction' option on the menu bar at the top of the screen.
c. Editing or viewing a HR Transaction and then selecting Edit and then the 'Copy HR Transaction' option on the menu bar at the top of the screen.
All Boxes Checked - The highlighted or displayed HR Transaction is used as a template for a new HR Transaction. Also, defaults for UDDS, etc., set in the user's profile, overlay the like fields in the new PD.
'Copy Authorization to Hire Information' Box Checked - The highlighted or displayed HR Transaction is used as a template for a new HR Transaction. All data from the original Auth to Hire tabs are used in the creation of the new HR Transaction. Also, defaults for UDDS, etc., set in the user's profile, overlay the like fields in the new HR Transaction.
'Copy Goals, Activities and Knowledges' Box Checked- The highlighted or displayed HR Transaction is used as a template for a new HR Transaction. All data from the original HR Transaction on the goals, activities and knowledges tabs, including the associated titles, are used in the creation of the new HR Transaction.
'Copy Organization Chart' Box Checked - The highlighted or displayed HR Transaction is used as a template for a new HR Transaction. All data from the original HR Transaction on the Org Chart Tab are used in the creation of the new HR Transaction.
'Copy Exclusion Forms' Box Checked - The highlighted or displayed HR Transaction is used as a template for a new HR Transaction. All data from the original HR Transaction on the Exclusions Tabs are used in the creation of the new HR Transaction. This option is not available for LTE HR Transactions
1. Copy for Permanent/Project
Copy - Copies the selected HR Transaction to a new Permanent/Project HR Transaction using the criteria associated with the check boxes.
Cancel - Closes the 'Copy' screen and returns to the calling screen.
2. Copy for LTE
Copy - Copies the selected HR Transaction to a new LTE HR Transaction using the criteria associated with the check boxes.
Cancel - Closes the 'Copy' screen and returns to the calling screen.
3. Copy for Reclass
Create Reclass PD for Same Appointment - The highlighted or displayed HR Transaction is used as a template for a new 'Reclass' HR Transaction. All data from the original HR Transaction is used in the creation of the new HR Transaction. The HR Transaction will be created for the same Appointment ID as the one for the selected HR Transaction choosen from the Search Results list. This option is only available for Position Vacancy HR Transactions that have a status of 'Closed' or for existing Update, Survey or Reclass HR Transactions.
Create Reclass PD for a Different Appointment - The highlighted or displayed HR Transaction is used as a template for a new 'Reclass' HR Transaction. All data from the original HR Transaction is used in the creation of the new HR Transaction. The HR Transaction will be created for the Appointment ID entered in the Appointment ID field. This option is only available for Position Vacancy HR Transactions that have a status of 'Closed' or for existing Update, Survey or Reclass HR Transactions, and the Appointment ID field must be filled in with a valid Appointment ID.
Copy - Copies the selected HR Transaction to a new Reclass HR Transaction using the criteria associated with the check boxes.
Cancel - Closes the 'Copy' screen and returns to the calling screen.
4. Copy for Update
Create Update PD for Same Appointment - The highlighted or displayed HR Transaction is used as a template for a new 'Update' HR Transaction. All data from the original HR Transaction is used in the creation of the new HR Transaction. The HR Transaction will be created for the same Appointment ID as the one for the selected HR Transaction choosen from the Search Results list. This option is only available for Position Vacancy HR Transactions that have a status of 'Closed' or for existing Update, Survey or Reclass HR Transactions.
Create Update PD for a Different Appointment - The highlighted or displayed HR Transaction is used as a template for a new 'Update' HR Transaction. All data from the original HR Transaction is used in the creation of the new HR Transaction. The HR Transaction will be created for the Appointment ID entered in the Appointment ID field. This option is only available for Position Vacancy HR Transactions that have a status of 'Closed' or for existing Update, Survey or Reclass HR Transactions, and the Appointment ID field must be filled in with a valid Appointment ID.
Copy - Copies the selected HR Transaction to a new Update HR Transaction using the criteria associated with the check boxes.
Cancel - Closes the 'Copy' screen and returns to the calling screen.
5. Copy for Survey
Create Survey PD for Same Appointment - The highlighted or displayed HR Transaction is used as a template for a new 'Survey' HR Transaction. All data from the original HR Transaction is used in the creation of the new HR Transaction. The HR Transaction will be created for the same Appointment ID as the one for the selected HR Transaction choosen from the Search Results list. This option is only available for Position Vacancy HR Transactions that have a status of 'Closed' or for existing Update, Survey or Reclass HR Transactions.
Create Survey PD for a Different Appointment - The highlighted or displayed HR Transaction is used as a template for a new 'Survey' HR Transaction. All data from the original HR Transaction is used in the creation of the new HR Transaction. The HR Transaction will be created for the Appointment ID entered in the Appointment ID field. This option is only available for Position Vacancy HR Transactions that have a status of 'Closed' or for existing Update, Survey or Reclass HR Transactions, and the Appointment ID field must be filled in with a valid Appointment ID.
Copy - Copies the selected HR Transaction to a new Survey HR Transaction using the criteria associated with the check boxes.
Cancel - Closes the 'Copy' screen and returns to the calling screen.