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This section will guide you through the process to make an assignment.
All users should review the PeopleSoft 8.0 Tutorial to familiarize yourself with the terminology and new navigation you will experience. Information on the tutorial and other general navigation information is located in the Using PeopleSoft section.
Note: Do not use this process when a Reservist, who is on long-term Active Duty (Title 10 recall for example), is Directed to PCS. These members must be issued new reserve active duty orders if a PCS is required. See the Reserve Active Duty Greater Than 139 Days for more information on issuing new orders.
If you are not continuing from the Develop Slate lesson, you will need a position number.
If you do not have the position number, you may perform a search and select the position from the available list returned.
Note: Your view of any menu or page is dependent on your access to PeopleSoft and the security settings associated with that access. Your operator ID may not have access to all the pages we include in our user aid documentation. Or we may show a field as editable, but your setting is "view only".
This exercise is a continuation of Develop Slate. Access Succession Plan pages by selecting an available position from the worklist created.
(If you are not continuing from the Develop Slate process, you may also access these pages by doing one of the following:
return to the business process map, select the Slate Development/Order Processing menu, and choose Develop Slate/Order Processing. Enter a position number in the search dialog box.
The succession plan page displays.
Verify the dates. All fields on the first page will default if you used the worklist to make the assignment. If accessed through the business process map, the dates should be set according to the following:
Effective Date: System date. For historical tracking purposes, do not change this date.
Next
Succession Plan Date: Date the position will again be available
for assignment processing. This is based on the Projected Vacancy Date
plus the length
of the tour.
Note: If creating this Succession Plan for a Retired Recall
the Next Succession Plan Date must be the date the recall is projected
to end.
Plan Status: Automatically updated when the assignment is made. Do not change this field.
The Succession Plan page:
The Succession Plan page for a Recall from Retirement with no break in service:
When finished, click on the Candidates page tab.
On the Candidates page, press the Initialize button to update the page with assignment matches.
Enter additional candidates, if desired, by clicking in the Succession Candidates section and pressing the plus button to add a row or a minus button to delete a row. The highest ranking matches based on a comparison of member competencies to the position competencies display first.
Pressing the Save button will populate the Distance and Est Cost fields without making the assignment. This may help in determining the best candidate.
Click on the Orders button in the row with the candidate you wish to assign
Orders Window for a PCS:
Orders Window for a Recall from Retirement with no break in service:
Enter the Action Reason Code.
The default is "DPT"
for AO Issued orders. Leave as is for normal PCS assignment.
Note: Do
not use this process when a Reservist, who is on long-term Active Duty
(Title 10 recall for example), is Directed to PCS. These
members must be issued new reserve active duty orders if a PCS is required.
See
the Reserve Active Duty Greater
Than 139 Days for more information on issuing new orders.
Use "EXT"
for Extensions. Click the lookup icon 
to select the code
from the list if necessary.
Use "FLT"
for Fleet-Ups. Click the lookup icon to select the code
from the list if necessary.
Note: Do not use FLT just to issue no-cost orders. Only
use it when the member is changing positions within the same department.
If the member is changing departments (units), you must use "DPT" code. FLT coded orders do not
generate the transactions necessary to change the member's unit in JUMPS.
Enter the estimated date of departure (Est Depart Dt.). The system will set the estimated report date (Est Report Dt.) to one month after the depart date, adjust if necessary.
Select the status from the drop-down list.
Use "RH1"
for Retired Recall without a break. Click the lookup icon
to select
the code from the list if necessary. You
must have an approved separation for Retired With Pay before you can cut
the recall set of orders.
Enter the last day of the recall orders in the Next Succession Plan Date field (Next_succespln_dt.) on the previous tab (Succession Plan).
Enter when the orders start in the Est Report Date field (Cg_est-report_dt).
Use "RH2"
for Retired Recall with a break in service. Click the lookup icon to select the code from the list if necessary.
Use "RH3"
for a Continuation of Recall Orders. Click the lookup icon to select the code from the list if necessary.
Use "RSV" for Extended Active Duty (EAD)
Orders. Click the lookup icon to select the code from the
list if necessary.
|
Status |
Meaning |
|
Apvd Mtual |
An approved mutual exchange of station. |
|
Apvd Std |
An approved set of regular orders. |
|
Apvd Unlat |
An approved order for a unilateral. |
|
Cancel |
Canceled orders |
|
Enroute |
Enroute (based on estimated departure date) (Set by system, do not use) |
|
Finished |
The member has departed the old unit and has reported into the new unit (PMIS 8C's have processed). (Set by system, do not use) |
|
Proposed |
Orders in a proposed status |
|
Ready |
Indicates the orders have been worked (member specific changes have been made to the orders) and the orders are now 'Ready' for the member to travel Note: Does not apply to recalls, fleet-ups and extensions. Status will remain "Aprd Std" for these types of orders since no endorsements or input by unit is required. |
|
X Ord/TONO |
Cancel the orders but keep the TONO active. |
The Program Element (PE) field defaults to "RA:"
for normal reassignments. Click
the lookup icon to select another code from the list
if necessary.
The LUFS Project code (LUFS Proj) field defaults
to "RA3" for Reassignment Tour Complete. Click the lookup icon
to select another code from the list if necessary.
If the position requires Pipeline training, you can session wait the candidate by clicking on the Pipeline Trng button. The system will transfer you to the Asgn Pipe Trng page. Select the course and press the Sched button to add the person to the session waiting list.
Click the Clause lookup and to
add standard remarks. Click the 
to add remarks. The Seq Nbr field is used to set the order
of the remarks, 01
for the first set, 02
for the next set, etc.
Click the OK button.
You
will be returned to the Succession Plan page. Click
the 
button to make the assignment. A
Tono will be generated and the member will receive an email with the assignment
information.
Return to the worklist by clicking on Home, then PeopleTools, Worklist, Use, and Worklist.
When finished using the worklist, return to the business process map by selecting PeopleTools and Navigator.
