CHRS Knowledge Base

AM Enrollment User Guide

Updated on

AM Enrollment

User Guide

Last Revised: 11/16/22

REVISION CONTROL

Document Title: AM Enrollment User Guide
Author: Dave Weiler
File Reference: AM Enrollment User Guide

Revision History

Revision Date Revised By Summary of Revisions Section(s) Revised
4/17/2020 Dave Weiler Initial Draft All

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Page ii

Table of Contents Page

1.0 Process Overview .................................................................................................................................... 4

2.0 Process Prerequisites............................................................................................................................... 4

3.0 Process Steps .......................................................................................................................................... 4

3.1 Creating new enrollment on a new job data row .................................................................................... 4

3.2 Updating enrollment on an existing job data row ................................................................................... 4

4.0 Process Output ........................................................................................................................................ 5

5.0 Testing ..................................................................................................................................................... 5

6.0 Appendix .................................................................................................................................................. 5 6.1 Enrollment Criteria Table ...................................................................................................................... 5

Page iii

1.0 Process Overview

Please refer to the Guidelines for Creating Accessible Documentation, for standards to follow when using this template to create accessible documentation. Please delete this text before starting your document. <Start text here

2.0 Process Prerequisites

Inputs and outputs, dependencies, security roles, training requirements

3.0 Process Steps

3.1 Creating new enrollment on a new job data row

The process is performed by campus users only. CMS & HRM are not responsible for this process.

  1. Navigate to the Job Data page: Main Menu > Workforce Administration > Job Information > Job Data
  2. Enter the search criteria and click search
  3. Select the employee from the returned search.
  4. Click on the “+” icon to create a new effective dated row
  5. Enter the appropriate effective date
  6. Select the appropriate action & reason (follow WFA Business process guide for job data updates)
  7. Click on the “Payroll” tab
  8. Select “Absence Management” from the Absence System dropdown
  9. Use the criteria in appendix 6.1 to determine the other configuration elements.
  10. Click “Save” to save the entry.

3.2 Updating enrollment on an existing job data row

The process is performed by campus users only. CMS & HRM are not responsible for this process.

  1. Navigate to the Job Data page: Main Menu > Workforce Administration > Job Information > Job Data
  2. Check the “Correct History” box
  3. Enter the search criteria and click search 4. Select the employee from the returned search.
  4. Navigate to the correct effective dated row.
  5. Select the appropriate action & reason (follow WFA Business process guide for job data updates)
  6. Use the criteria in appendix 6.1 to determine the other configuration elements.
  7. Click “Save” to save the entry.

4.0 Process Output

Where does the data go, what are the next steps?

Reporting info – Data validation steps?

5.0 Testing

Where to find the test scripts for this (UFT)

6.0 Appendix

Useful tables, glossaries, translations

6.1 Enrollment Criteria Table

If the following job data elements are present Then Enter the following Absence Management System Information
Union Code Empl_Type FLSA
Status
Payroll for
NA Pay
Group
Job Code Employee
Class
Pay Group AM Eligibility Group Exchange Rate Type Use Rate As Of
Not
FERP (F) or Rehired
C99 H Any POS Any Annuitant
(E)
same as
PNA paygroup
C99 HRLY Blank Blank
Not FERP
(F) or
C99 S Any MST Any Rehired
Annuitant
(E)
MST C99 SAL X Blank Blank
Not FERP
(F) or
R02, R05,
R07, or
R09
H Any POS Any Rehired
Annuitant
(E)
same as
PNA paygroup
CSUEU HRLY Blank Blank
Not
FERP (F) or Rehired
If the following job data elements are present Then Enter the following Absence Management
System Information
R02, R05,
R07, or
R09
H Any ACD Any Annuitant
(E)
Campus ACD
Paygroup
CSUEU NVHR Blank Blank
Not
FERP (F) or Rehired
R02, R05,
R07, or
R09
S Any ACD Any Annuitant
(E)
Campus
ACD
Paygroup
CSUEU NVSX Blank Blank
Not
FERP (F) or Rehired
R02, R05,
R07, or
R09
S Any MST Any Annuitant
(E)
MST CSUEU
SALX
Blank Blank
Not FERP
(F),
Not 0051,
4660,
Rehired
Annuitant
(E), or
Immediate
Pay
E99 H Any POS 4670,
8379,
8380, or
(T) POS E99 HRLY Blank Blank
any 1800 series
Not FERP
(F),
Not 0051,
4660,
Rehired
Annuitant
(E), or
Immediate
Pay
E99 S Any MST 4670,
8379,
8380, or
(T) MST E99 SAL X Blank Blank
any 1800 series
Not FERP
(F),
If the following job data elements are present Then Enter the following Absence Management
System Information
Not 0051,
4660,
Rehired
Annuitant
(E), or
Immediate
Pay
E99 H Any STU 4670,
8379,
8380, or
(T) STU E99 STU Blank Blank
any 1800 series
Not FERP
(F),
Rehired
Annuitant
(E), or
Immediate
Pay
E99 Any Any Any Include only 1800 series (T) same as
PNA paygroup
E99_CASUAL Blank Blank
Not FERP
(F) or
M80 S Any ACD Any Rehired
Annuitant
(E)
Campus ACD
Paygroup
M80 AY Blank Blank
Not
FERP (F) or Rehired
M80 S Any MST Any Annuitant
(E)
MST M80 VAC Blank Blank
Not
FERP (F) or Rehired
M98 Any Any Any Any Annuitant
(E)
same as
PNA paygroup
M98 Blank Blank
Not FERP
(F) or
R01 H Any POS or STU Any Rehired
Annuitant
(E)
same as
PNA paygroup
R01 HRLY Blank Blank
If the following job data elements are present Then Enter the following Absence Management
System Information
Not
FERP (F) or Rehired
R01 S Any MST Any Annuitant
(E)
MST R01 SAL X Blank Blank
R03 Any Any MST Exclude 2403 FERP MST R03 FERPVA Blank Blank
R03 Any Any ACD Exclude 2403 FERP Campus
ACD
Paygroup
R03 FERPAY Blank Blank
Not
FERP (F) or Rehired
R03 H Any POS Exclude 2403 Annuitant
(E)
POS R03 HRLYAY Blank Blank
Not FERP
(F) or
R03 S Any ACD Exclude 2403 Rehired
Annuitant
(E)
Campus ACD
Paygroup
R03 SALXAY Blank Blank
Not FERP
(F) or
R03 S Any MST Exclude
2403
Rehired
Annuitant
(E)
MST R03 SALXVA Blank Blank
Not FERP
(F) or
R04 H Any POS Any Rehired
Annuitant
(E)
POS R04 HRLY Blank Blank
Not FERP
(F) or
R04 S Any MST Any Rehired
Annuitant
(E)
MST R04 SAL X Blank Blank
Not
FERP (F) or Rehired
R04 S Any ACD Any Annuitant
(E)
Campus ACD
Paygroup
R04 SALXAY Blank Blank
If the following job data elements are present Then Enter the following Absence Management
System Information
Not FERP
(F) or
R06 H Any POS Any Rehired
Annuitant
(E)
POS R06 HRLY Blank Blank
Not
FERP (F) or Rehired
R06 S Any MST Any Annuitant
(E)
MST R06 SAL Blank Blank
Not
FERP (F) or Rehired
R08 H Any POS Any Annuitant
(E)
POS R08 HRLY Blank Blank
Not
FERP (F) or Rehired
R08 S Any MST Any Annuitant
(E)
MST R08 SAL Blank Blank
Not FERP
(F) or
R10 H Any POS Any Rehired
Annuitant
(E)
POS R10 HRLY Blank Blank
Not FERP
(F) or
R10 S Any MST Any Rehired
Annuitant
(E)
MST R10 SAL Blank Blank
Not
FERP (F) or Rehired
R11 H Any POS or STU Any Annuitant
(E)
same as
PNA paygroup
R11 HRLY Blank Blank
Not
FERP (F) or Rehired
R11 S N ACD Any Annuitant
(E)
Campus
ACD
Paygroup
R11 SAL NX Blank Blank
If the following job data elements are present Then Enter the following Absence Management
System Information
Not FERP
(F) or
R11 S X ACD Any Rehired
Annuitant
(E)
Campus
ACD
Paygroup
R11 SAL X Blank Blank
Not
FERP (F) or Rehired
R11 S Any MST Any Annuitant
(E)
MST R11 SALXVA Blank Blank
Not
FERP (F) or Rehired
R13 H Any Any Any Annuitant
(E)
same as
PNA paygroup
R13 HRLY Blank Blank
Not FERP
(F) or
R13 S Any Any Any Rehired
Annuitant
(E)
same as
PNA paygroup
R13 SALX Blank Blank
Not
FERP (F) or Rehired
R14 H Any Any Any Annuitant
(E)
same as
PNA paygroup
R14 HRLY Blank Blank
Any Any Any Any Any Rehired same as
PNA paygroup
REH ANNT Blank Blank
Annuitant

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