Organizational Assignment - Copy and Update Record
Use this procedure to copy an existing Organizational Assignment (0001) infotype record and update it with necessary changes. Using the Copy action will retain the history of the previous record.
Most organizational assignment data defaults from the employee’s position or organizational unit during a personnel action. You may need to work with your organizational management processor or process an action instead if the area you are attempting to update is not editable when maintaining the organizational assignment record. Be sure to communicate with your payroll processor before entering retroactive changes to an employee’s organizational assignment (0001) record.
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Step 1
Enter transaction code PA30 in the command field and click the Enter button.
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Step 2
Complete the following field:
- Personnel no.
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Step 3
Click Enter to populate the employee information.
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Step 4
On the Basic Personal Data tab, select the Organizational Assignment radio button.
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Step 5
Click the Overview button.
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Step 6
Select the radio button to the left of the record you wish to copy.
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Step 7
Click the Copy button.
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Step 8
Enter the appropriate Start and To dates.
TIPS:- When using the Copy button, the Start and To dates will populate with the dates of the existing record. Be sure to enter the new Start and To dates to keep the history of the existing record.
- When copying this record to bring in updated information following organization management changes (such as a change to the position’s personnel subarea or position long text), it is recommended to use the same effective date as the organizational management changes.
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Step 9
Enter the necessary changes to the record.
TIPS:Be sure to communicate with your time administration processor and/or payroll processor if you are changing Administrator codes or the employee’s Org Key. This may impact their ability to view or maintain certain data for the employee.
The Duty Station Address will populate based on the position’s Address (1028) infotype. If the Duty Station Address requires an override for the employee, refer to the Duty Station Address procedures. If the position’s Duty Station Address is incorrect, contact the organizational management processor.
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Step 10
Click the Enter button to validate the information.
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Step 11
Click the Save button.
TIPS:If the employee’s Organizational Assignment (0001) infotype record was updated to a different personnel subarea, check the employee’s Basic Pay (0008) record to see if an update is needed to their Pay Scale Type field as well. Follow the Basic Pay – Create New Record procedure as needed.