Reference Page Overview

The Personnel Management business area includes the following reference pages:

Page Name	Page Code	Intended Use
Affiliation of Grievance Representative	AFGR	This page allows you to define and maintain affiliations to employee grievances.
Applicant Mass Change	AMAS	This page is used when a single change is to be applied to multiple Job Application (JOBA) transactions. Ordinarily, these adjustments would be accomplished on an application by application basis.
Appreciation Category	ACATG	This page defines different categories in which different Appreciations can be grouped. Sites can define their own categories such as, Reward, Applaud, Milestone Achiever, Rockstar performer, and so forth, and associate it with one of the relevant appreciation category icons.
Asset Type	PSTP	This page allows you to define the codes that identify the types of assets/passes issued to employees. For example, a security badge that provides access into buildings or secured areas.
Automatic Step Increase Selection Criteria	STEPSC	This page allows you to define the selection criteria used by the Process Automatic Step Increase Selection Criteria batch job to determine which employees should be evaluated for an automatic step increase, as well as the step increase processing information for non-table driven pay employees.
Case Officer	ECSO	This page allows you to view information regarding a case officer.
Civil Service Appointing Authority	CSAA	This page allows you to define the Appointing Authority in regards to the Extended Department (DEPTX) and Civil Service Titles Authorized (CSTA).
Civil Service Division	CDIV	This page allows you to define a Division and establish settings for a specific region.
Civil Service Editing Rules	CSER	This page establishes editing rules for Civil Service Jurisdiction Class and Civil Service Status combinations.
Civil Service Jurisdiction Class	CSJC	This page allows you to define the Jurisdiction Class in regards to the Civil Service Titles Authorized (CSTA) reference page.
Civil Service Status	CIVS	This page allows you to define the codes that identify employees’ statuses associated with civil service processes and procedures, such as permanent and provisional.
Civil Service Titles Authorized	CSTA	This page defines the maximum number of full time equivalents (FTEs) authorized to be employed by a given Appointing Authority, Jurisdiction Class, and Title.
Claim Status	CSTS	This page defines and maintains the claim statuses for each of the workers' compensation claims.
Claim Type	CTYP	This page defines and maintains workers' compensation claim types.
Class Section	CSEC	This page allows you to define class section information for a course defined in the system.
Competency Level	COML	This page allows you to identify the possible skill or proficiency levels for a given skill.
Competency Type	CMP	This page allows you to define codes which identify skills employees might possess that would be of value to the organization, and the minimum and maximum levels of each skill that are recognized by the system.
Configurable Reference Information	CREF	The Configurable Reference Information page allows you to track additional information that can be defined at the department and unit levels and is timeline maintained.
Configurable Reference Information- Small	CREFS	The Configurable Reference Information- Small page allows you to track additional information that can be defined at the department and unit levels and is timeline maintained. This page is similar to Configurable Reference Information (CREF), but on a smaller scale.
Correspondence Notifications	CRNTF	This page allows you to access and review letters or notifications sent to employees through the Generate Letter/Notification batch process.
Course	CRSE	This page allows you to define the codes that identify educational or training courses in which employees can participate and accumulate towards a degree or career advancement.
Course Level	CLEV	This page provides entries for the Course Level pick on the Course page. You can use the Course Level to further classify a course such as Introductory and Advanced.
Course Class Section	CCSN	This page allows you to designate what Class Sections are available for a given Course, along with the date range in which the section is offered and the start and end times. Course, Class Section and the From date are all required fields on this page.
Course Grade	CGRD	This page allows you to identify possible grades employees can receive for courses given at a particular school.
Data Archive Parameters	DAPARM	This page provides a user friendly access point to set rules for archiving data.
Degree	DEGR	This page allows you to define the codes used to identify various academic degrees employees or applicants might have achieved.
Disability	DSBL	This page allows you to define the codes which identify any disabilities employees or applicants might have.
Discharge Type	DSCG	This page allows you to define the codes which identify the valid types of military discharge an employee or applicant might have received upon leaving the military (i.e. honorable, dishonorable, etc.).
EEO Employer	EEOE	This page allows you to view and record location and contact information about employers operating under EEO guidelines.
EEO Function	EEOF	This page allows you to define the function for employers operating under EEO guidelines.
EEO Job Category	EEOC	This page allows you to define job category codes for employers operating under EEO guidelines.
EEO Location	EEOL	This page allows you to define work locations, grades taught, and other EEO data for employers operating under EEO guidelines for school districts.
EEO Multiple Locations	EEOM	This page allows you to define multiple work locations on employers operating under EEO guidelines.
Email Reminders and Notification	EMRM	This page allows payroll and benefits administrators to automate notifications to employees who have not submitted their timesheets or benefits enrollments by a specified deadline. This also enable administrators to automate notifications to employees and evaluators and reviewers regarding upcoming and due steps of Performance Journey. It can be also used to send reminders to Evaluators about the upcoming check-ins or conversation touch points that need to be held with the reporting employees. Refer to the Email Reminders and Notifications and Performance Type and Notifications Tab sections in the Email Notifications Reference Page Setup topic.
Email Templates	ETEM	This page are form messages with variables that can be populated by the Email Agent.
Email Trigger Maintenance	EMTM	This page allows users to view all Email Triggers in the system, modify the Triggers, and remove incorrect Triggers from the table.
Employee Additional Information	EAIS	This page allows sites to configure the page and up to 40 fields to their specific needs such as to track information that is not set on existing pages. Extensibility is used to rename the page and/or fields, hide unused fields, move fields, group them, and so forth.
Employee Additional Information	EAIL	This page allows sites to configure the page and up to 350 fields to their specific needs such as to track information that is not set on existing pages. Extensibility is used to rename the page and/or fields, hide unused fields, move fields, group them, and so forth.
Employee Related Transactions	EMPCATRD	This page displays all transactions that can be modified or created from the tab that was active prior to selecting the Related Transaction action.
Employment Category	EMCAT	This page defines the valid values for the Employment Category.
Employment Status	EMPS	This page allows you to define and identify employment statuses. The system refers to the employee's status to determine whether the employee may receive pay, have deductions taken, accrue and use leave and be counted in the workforce. This page also determines the number of months an employee’s information can stay in the system with this status before the employee’s information is archived. Furthermore, this page also determines if the employee will be included on specific reports (EEO6, IPEDS and so on).
Engagement Form	ENGMF	When an administrator identifies a suitable candidate for a succession plan, an Engagement Form is generated. This form outlines the succession plan and requires the employee's acceptance.
Evaluation Type	ETYP	This page allows you to define the codes that describe the types of reviews employees can receive during an evaluation period, such as a salary review or a performance review.
Extended Department	DEPTX	This page allows you to provide information for EEO reporting purposes, including the EEO Function and EEO Report Type, on which the employees in the agency should be reported. It is also used for retroactive pay and leave processing and multiple employer functions. It provides information about whether organization level budgeting is required for position control.
Gender	GEND	This page is used to define the types of genders as specified by sites. The Gender code field allows up to ten characters and is linked to a federal definition of Male, Female, and No Entry for EEO reporting purposes.
Generate Letter / Notification	GENLN	This page is used to define select queries that are used by the Generate Letter/Notification batch job process to generate letters/email notifications based on the employee information. Letter/notification distribution method is also defined on this page.
Goal Category	GCATG	This page allows you to define the valid categories for goals. Goal Category is used in grouping the goals, which will be used for assessing employee performance.
Goal Library	GOAL	This page defines the goals/expectations for the employee, which is used for performance assessment. Sites can use this page to create a library of expectations that can belong to different categories. They can also use external libraries to pull in Expectations/KPI/ KRA, which they want to use for their organization. The page can be used to define Goals in a very objective way by defining Goal descriptions in details and define a very objective way on how it can be measured.
Identity and Employment Authorization	IEAU	This page is used to define the types of transactions that can be used to establish an employee’s Identity and Employment Authorization (such as a driver’s license, passport, voter registration code, social security card, etc.).
Incident/Grievance Status	ISTS	This page allows you to define all valid types of incidents, grievances, or work releases and the valid statuses for each type, along with the effective and expiration dates and short and long descriptions.
Incident/Grievance Type	ITYP	This page allows you to record, update, change, and delete codes for the types of incidents, grievances, and work release in which employees might be involved.
License Type	LICTYPE	This page allows you to maintain information on various types of licenses in which employees might be involved.
Major	MAJR	This page allows you to define the codes used to identify majors and minors associated with degrees held by employees or applicants.
Mapping	GOALM	This page provides the ability to define goals, training and competencies based on various combinations of Department, Unit, Union Local, Performance Type, and Performance Policy. You can tie different goals, training and competencies at different levels and these will be auto inferred on the Goals plan for employees when criteria match. Department A can define the specific Goals, training and competencies and Department B can define their own set of Goals and these will reflect accordingly in the Goals plan for an employee belonging to Department A vs. Department B. Similarly, grouping can be done for various Job titles by associating different Goals, training, and competencies mapping for different Performance policies Wildcards are supported on this page to provide maximum flexibility to sites. The Source field is for defining the grouping category, it is more informational and entered by an Administrator to bring in clarity of configuration set up
Mass Change Requests for Employee Evaluations	MASSEV	This page is used when a change is needed to update the Employee Evaluation (EVAL) transaction.
Mass Change Requests for Employee Status Maintenance	MASS	This page is used when a change is needed that requires updates to Employment Status Maintenance (ESMT) transactions.
Mass Change Requests for Employee Status Maintenance (Enhanced)	MASSE	This page is used when updates and/or corrections are needed for multiple Employee Status Maintenance (ESMT) transactions at one time.
Marital Status	MSTS	This page allows you to define the codes used to describe marital statuses of employees and applicants.
Military Branch	MILB	This page allows you to define the codes which identify the valid branches of the military in which an employee or applicant might have served.
Military Rank	MILR	This page allows you to define the codes that identify the valid ranks applicants or employees hold or may have held while serving in the military.
Name Change Reason	NMCR	This page allows you to define the codes that describe the different reasons why an employee or applicant might have changed their name (i.e. marriage, divorce, etc.).
Name Prefix	PREX	This page allows you to define the possible name prefixes of employees and applicants. For example, Mr. and Mrs.
Name Suffix	SUFX	This page allows you to define the possible name suffixes for employees and applicants. For example, Jr. and Sr.
Navigational Links	NAVL	This page defines the location, label, and URL of the links to external applications, such as Advantage Case Management.
Occupational Group	OCCG	This page allows you to define the codes that identify any groups of similar employees that would be grouped together. For example, clerks, secretaries, and receptionists would be grouped as Administration.
Organization Chart Settings	ORGS	This page allows you to define the settings for the Organization Chart (MEIORG) page. It is defined at the Home Department and Home Unit level and can be wildcarded for all.
Organization Charting Gateway	OCG	This page provides the ability to chart an organization, starting with a specified position or supervisor, by using data exported from the Advantage HRM system and importing it into third party organization software.
Parameters for Performance Management Notification	PPMN	This page allows you to define additional parameters for the Performance Management Notification batch job, which systematically generates emails to notify evaluators of employee performance evaluations that are due.
Payment Type	PYTYP	This page defines and maintains workers' compensation payment types.
Performance Expectation and Rating Type	ERTP	This page allows you to define the codes that identify the categories on which employees can be judged for an evaluation or expectation.
Performance Policy	PERFPOL	This page allows you to define the codes that identify all performance policies used by an organization to govern performance review of employees. The performance policies defined on this page are linked to an Employee profile via Sub-Title or Position via the Position Maintenance (PSMT) transaction and overridden on the Employee Status Maintenance (ESMT) transaction.
Performance Type	PERFTYP	The Performance Type page allows you to define types of reviews that can be planned within an organization for employees. These can be Probation Reviews, Annual Performance Reviews, Monthly reviews, Exit Reviews, and so forth. This page is the key page that allows you to configure the different steps and fields on the evaluation wizard. This page is also wildcard enabled; therefore, Departments, Units, and Union Locals within the organization can configure the wizard as per their needs and performance management processes, which will be used for assessing an employee performance review. There are some general settings to associate valid Rating Scales, Performance Period, Evaluation Due Dates, Goal Finalization Due Date, Training and Competencies to be linked with an Evaluation, does the site allow adding goals after Goals have been signed off and finalized, and so forth.
Performance Rating	ERAT	This page allows you to define valid scores employees can receive from an evaluation for a specified performance rating type.
Performance Rating Profile	RPRF	This page allows you to define the codes that identify how employees are grouped for evaluation ratings.
Personnel Action	PACT	Personnel Action page allows you to define personnel actions codes of those actions which affect an employee's employment status, title and pay.
Personnel Action Category	PACTC	This page allows you to define Personnel Action Categories, which can be linked to one or more Personnel Action (PACT) codes.
Personnel Action Checklist	PACH	This page stores the contents of each Personnel Action Checklist.
Personnel Action Extensions	PACTX	This page, an extension to the Personnel Actions (PACT) page, allows administrators to send notifications to relevant employee or to a chosen user, employee, or external email address on specified personnel actions taken.
Personnel Action Reason	PART	This page allows you to define the codes that describe the basis for assigning different personnel actions.
Personnel Action Request Actions	PARA	This page allows you to define and identify the PAR Action codes to be used with personnel action requests.
Personnel Action Request Edit Rules	PARR	This page allows you to define the requirement edits associated with a PAR Action.
Personnel Action Request Status	PARS	This page allows you to define and identify the Personnel Action Request (PAR) Status codes to be used with personnel action requests.
Personnel Action Rules for Employee Assignment	PAWREA	This page allows you to define by Personnel Action what fields on the Employee Status Maintenance (ESMT) transaction are to be displayed for population as well as how to input data on the Personnel Action Wizard pages.
Personnel Action Wizard	PACTW	This page automates employee personnel action requests including termination, job changes and transfers. The wizard also updates employee assignments, employee deductions and benefits, employee tax filing parameters, and employee leave balances.
Personnel Action Wizard Rules for Deductions and Benefits	PAWRDB	This page is used to set up the rules to automate the expiration of employee deductions, benefits, and tax filing based on various personnel actions performed (e.g. job changes, transfers, termination, etc.).
Personnel Action Rules for Employee Assignment	PAWREA	This page allows you to define by Personnel Action the rules that govern what attributes of Employee Assignment are available during the creation of Deduction Mass Change Requests for the Personnel Action Wizard.
Personnel Action Wizard Rules for Leave Processing	PAWRLP	This page allows you to configure leave termination processing rules for leave balances.
Personnel Edit Data List	PEDL	This page allows the user to define the values for a specific field that are associated with specific personnel action/ personnel action reason.
Personnel Edit Rules	PEDT	This page allows you to specify additional edits for a particular personnel action/personnel action reason combination on the Employment Status Maintenance (ESMT) page.
Qualification Mapping	QUALM	The Qualification Mapping page provides the ability to create qualification requirements for a particular Position Number or Sub-Title. Requirements related to Training, Competencies, Licenses, and Certifications, and Education Qualification can be mapped. This information can be used for succession planning, development plans, career paths and so on.
Race/Ethnicity	ETHN	This reference page contains valid ethnicity values that define the race/ethnic backgrounds for employees and applicants.
Rating Profile Type	RPTP	This page allows you define profile ratings by type. The rating profile can be associated with an employee in a particular title, and is used when evaluating an employees’ performance.
Rating Scale	RTSCL	This page allows you to define valid Ratings/Scores for a specified performance type. This page allows you to define if a site allows star visualization for ratings or just a normal drop down to pick up the rating values, # of Rating levels and what each Rating would mean. For example, ME means Meets Expectation; 5 means Exceeding Expectation, and so forth. This page also defines the value for the rating, which is further used for Final Scoring/Numerical assessment of the evaluation.
Report Group	RGRP	This page allows you to define valid report group codes used for inquiry and reporting purposes.
Residency	RESD	This page allows you to define the codes that identify the geographic areas as they are dictated by employment regulations.
School	SCHL	This page allows you to define the codes used to identify the educational institutions that employees or applicants have attended or are attending.
Shared Ratings/Expectations	SRAT	This page provides the ability for HR staff or managers to establish Shared Ratings for multiple levels of the organization, such as department, unit, pay policy, and union local.
Sub-Title	STTL	This page allows you to identify the set of pay, leave, deduction and performance policies, the FLSA profile, the Client Compensation profile, and pension system parameters that govern employees in a particular title. You can have multiple sub-titles per title.
Succession Requirements	SCSR	This page provides the ability to define Succession requirements for an Employee, Position, or a Sub-Title. Requirements related to Training, Competencies, Licenses and Certifications, and Education Qualification can be mapped. If the site has mapped qualifications for Positions, Sub-Titles in the Qualification Mapping (QUALM), the same information can be inferred on this page. Additional requirements can also be defined on this page in addition to the inferred QUALM data.
Tenure Tracking	TRKC	This page allows you to define the classification of employees for use during tenure tracking, which provides a means to group employees together for tenure reporting purposes.
Title	TITL	This page allows you to define and identify the title of the employee’s job. It specifies job information including FLSA exemption, Client Compensation exemption, EEO category, occupational group, title group, grade, union membership, and standard pay range.
Title Extension	TEXT	This page allows you to store the Job Description URL field for the selected Title. The Title Extension page can only be accessed from the Title page by selecting the Add/Modify Job Description URL hyperlink.
Title Group	TTLG	This page allows you to define codes that identify groups of titles assigned to employees, such as administrative or professional.
Union Local	ULOC	This page allows you to define the codes that identify unions to which employees belong.
Veteran Status	VETS	This page allows you to define the codes that identify the statuses an employee or applicant can claim regarding their veteran standing.
Work Status	WSTS	This page defines and maintains the employee’s work status. The status codes defined on this page are used on workers' compensation claims.