PA100 and Effective Dates

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Tom Wilson
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    I need feedback from my fellow Lawson users regarding PA100 and its processing of Personnel Actions.  My employer's organization uses Lawson 8.1 app and 8.0.3 environment, and some questions have come up regarding when Personnel Actions become effective in relation to the Effective Date and Effective Through Date.

    We have previously been told by our Lawson support provider that PA100 will process any Personnel Action with an effective date equal to or less than the Effective Through Date entered on PA100.  Is this, in fact, the case?  In other words, does PA100 set the action to be effective on the specified date, or is the action effective the date that PA100 is run?

    pookey
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      The PA100 will process pending actions equal to or greater than the Effective Through date - we often time run the program using an effective date in the future (we run it for specific actions), since actions can't be updated immediately if the date on the pa52 is later than the current date. We also run the job nightly, which will pick up any pending actions with dates as of the system date (since we didn't want to maintain scripts that changed the effective through date on the jobschd).
      Tom Wilson
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        How do you handle a situation when you have one or more employees whose work schedule is going to change on a date three months in the future? If you ran PA100 for those PAs on a date earlier than the effective date, would it make the schedule change effective immediately, or would it go by the actual effective date on the PAs?
        pookey
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          We would handle that situation by allowing the nightly job to update the PA on the night of the actual effective date (so, if my schedule were changing on 12/01/08, our scheduled "nightly" - actually 4 am - job that runs on 12/01/08 would update those actions).

          We also manually run the PA100 as needed - another example - On Sept 1, I receive paperwork that EE A is terminating on 9/15. We use the two step term process - a term pend action, and a term final action, and I can enter both of those on 9/1, however they're in pending status. If on 9/10, I receive new hire paperwork for the ee that is replacing EE A, with a start date of 9/16, I would run the PA100 effective through 9/15 to change EE A status to one that will allow me to enter my new employee (early).

          I hope I"m not confusing you!!
          Tom Wilson
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            Thanks, Stephanie.  What would be the outcome if, for example, you processed a PA today that had an effective date of Sept 8th?

            pookey
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              If you run your PA100 and enter an effective through date of Sept 8, the change will be applied to the employee record. If you ran the PA100 without any date in the effective through date, that action will stay in pending status. The only way you can "process" a PA with a future date is to run the PA100 with an effective through date greater than or equal to the effective date of the PA.
              Shane Jones
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                I seem to remember that Personnel Actions affecting Pay are used for payroll on the effective date even if you have not run PA100---- Can anyone confirm?
                Shane Jones
                Tools: HR, Payroll, Benefits, PFI, Smart Office, BSI, Portal and Self-Service
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                pookey
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                  That is correct for salary history changes

                  Carrie Busbee
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                    Is it possible to write a scheduler script to run nightly and set the effective date as the run date + 1?

                    barb
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                      I have PA100 to run every night. I have left the effective date blank and have a check mark on the current date.

                      It runs every night and picks up all the pending actions with an effective date of the date that the PA100 runs.
                      stephanie
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                        We do the same - just using the job scheduler. No need for a script