Effective Dating Infotypes

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Procedure Updated: 
10/31/18

An infotype is an information unit that is used to maintain master data in the Human Resource Management System (HRMS). Each infotype is assigned a name and a four-digit code, and is capable of maintaining employee data with one or more records within the infotype. Below is a list of infotypes with recommended start and end dates for each.

Infotype Number Infotype Name Record Start Date Record End Date (Separation) Record End Date (Appointment Change)
IT0001 Organizational Assignment Actual effective date of change PA40 action end dates current Infotype; creates new record in default 99999999 position to 12/31/9999 PA40 transfer action end dates current Infotype; creates new record that will be populated by HR in new position with end date to 12/31/9999
IT0006 Addresses Actual effective date of change - Must be dated prior to Payroll Day 3 cutoff to take effect for the paycheck Do not end date the Permanent residence record Do not end date the Permanent residence record
IT0007 Planned Working Time Actual effective date of change - For Rehires with a change to or from 24/7 work schedule, 1st day of pay period Do not end date PA40 transfer action will end date current Infotype and create new record populated by HR with new record and end date to 12/31/9999 UNLESS no change is needed then Infotype can be skipped
IT0008 Basic Pay Actual effective date of change Do not end date PA40 transfer action will end date current Infotype and create new record populated by HR with new record and end date to 12/31/9999 UNLESS no change is needed then Infotype can be skipped
IT0009 Bank Details Actual effective date of change - ACH must be dated a minimum of 10 days prior to Payroll Day 3 for Pre-Note to take effect for the paycheck. Record active on Payroll Day 3 will run with payroll period Do not end date Do not end date
IT0014 Recurring Payments/Deductions First day of the Pay Period Last Day of Pay Period (15th or last day of month) Day of Transfer - Unless it is an agency specific deduction (ex. Parking) if so then manually adjust and end date based on agency policy for deduction.
IT0015 Additional Payments Last Day of Pay Period (15th or last day of month) Not Applicable Not Applicable
IT0016 Contract Elements Actual effective date of change Do not end date Do not end date
IT0019 Monitoring of Tasks Actual effective date of task Not applicable Not applicable
IT0021 Family Member/Dependents As requested by Employee As requested by Employee As requested by Employee
IT0022 Education Start Date of Education Level selected End Date should remain last day of education level selected End Date should remain last day of education level selected
IT0027 Cost Distribution First day of the Pay Period Last Day of Pay Period (15th or last day of month) Last Day of Employment with losing agency
IT0031 Reference Personnel Numbers Start Date of Concurrent Appointment Do not end date Do not end date
IT0040 Objects on Loan Start Date of Object Loan End Date of Object Loan End Date of Object Loan
IT0041 Date Specifications Actual effective date of change Do not end date PA40 transfer action will end date current Infotype and creates new record that will be populated by HR with new dates and end date to 12/31/9999. For other Appointment Change actions the Infotype can be skipped if there are no changes
IT0077 Additional Personal Data Start Date of Appointment or actual effective date of change Do not end date Do not end date
IT0081 Military Service Start Date of Military Service - Start Date should match employee's DD214 Do not end date during Separation - End Date should match the Discharge Date on DD214 Do not end date during Separation - End Date should match the Discharge Date on DD214
IT0094 Residence Status Residence Start Date Residence End Date Residence End Date
IT0105 Communication Effective Date of Appointment or Actual Effective Date of change Last Day of Employment PA40 transfer action will end date current Infotype and creates new record that will be populated by HR with new dates and end date to 12/31/9999. For other Appointment Change actions the Infotype can be skipped if there are no changes
IT0167 Health Plans First day of the Pay Period Benefits Eligibility Begins - GAP record Last Day of Employed Month

(In Pay1)
Do not end date (Action required in Pay1 also) - When transferring on the 1st of month both agencies must create manual adjustments (losing - Negative last day of the month, gaining - Positive first day of the month).
IT0169 Savings Plans First day of the Pay Period Benefits Eligibility Begins - GAP record Last Day of Pay Period (15th or last day of month) Do not end date
IT0171 General Benefits Information Actual effective date of change Check Date of Employees Final Paycheck End Date only if Employee is not Benefits Eligible in new appointment. If no longer Benefits Eligible, End Date effective last day in previous period
IT0194 Garnishment Document Check Date in which Garnishment is to begin deducting Check Date (generally 10th or 25th)

Note: end date Order before Document
Agency Specific Garnishment: Manually calculate prorated amount to take SOW Garnishment: Must communicate with Gaining Agency that Garnishment exists

Note: action should happen on Order before Document
IT0195 Garnishment Order Check Date in which Garnishment is to begin deducting Check Date (generally 10th or 25th)

Note: end date Order before Document
Agency Specific Garnishment: Manually calculate prorated amount to take SOW Garnishment: Must communicate with Gaining Agency that Garnishment exists

Note: action should happen on Order before Document
IT0207 Residence Tax Area Employment Start Date Do not end date Do not end date
IT0209 Unemployment State Effective Date of Appointment or Actual Effective Date of change Do not end date Do not end date Washington state does not pay employment tax - just claims. If there is a need to update the worksite, record should be dated for the first day EE is with the agency.
IT0210 Withholding Info W4/W5 US First Day of New Hire or Update with Check Date for period taking effect Do not end date Do not end date when updating record as requested by employee, record should be dated for the day after the last pay date.
IT0216 Garnish. Adjustment Check Date in which Garnishment is to adjust Check Date in which Garnishment is to adjust Check Date in which Garnishment is to adjust
IT0234 Add. Withh. Info. US Employment Start Date or First Check Date with Gaining Agency Do not end date Day prior to first check date with Gaining Agency. For other Appointment Change actions the Infotype can be skipped if there are no changes
IT0377 Miscellaneous Plans First day of the Pay Period for new attestation for manual entry- GAP Record Last Day of Pay Period (15th or last day of month) Do not end date
IT0416 Time Quota Comp. Actual effective date of compensation/adjustment Not applicable Not applicable
IT0554 Hourly Rate Per Assignment Actual effective date of assignment Last Day of employment Last Date of Assignment or Last Day with losing agency
IT0613 Absence Donation Admin US Date of actual donation or withdrawal Not applicable Not applicable
IT0696 Absence Pools First day of initial eligibility Last Day of eligibility Last Day of eligibility
IT2003 Substitutions Actual effective date of substitution Not applicable Not applicable
IT2013 Quota Corrections Start Date of Correction - Cannot duplicate Start Date of same Leave Type for multiple Quota Corrections Not applicable Not applicable
IT9102 Labor Relations Contact Labor.Relations@ofm.wa.gov Contact Labor.Relations@ofm.wa.gov Contact Labor.Relations@ofm.wa.gov
IT9105 Duty Station Address Actual effective date of change Last Day of Employment PA40 transfer action will end date current Infotype and creates new record that will be populated by HR with new dates and end date to 12/31/9999. For other Appointment Change actions the Infotype can be skipped if there are no changes
IT9106 Telework/Flex Work (Employee) Actual effective date of change Last Day of Employment PA40 transfer action will end date current Infotype and creates new record that will be populated by HR with new dates and end date to 12/31/9999. For other Appointment Change actions the Infotype can be skipped if there are no changes
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