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Correcting and Updating Person Assignment Checklists via WED

Overview:

This document identifies how to correct Person Assignment Checklist for employees. The configuration for Checklist codes and checklist items in HRS are accessed by all areas of checklists within HCM. There is no way to prevent a user from choosing a Checklist Code/Checklist Item Codes in the specific business processes that we have designated to be used.

For BI reporting for the Criminal Background Check, Position of Trust and Sexual Harassment Reference Check, the dates are based on the following criteria: Checklist Code is equal to UWDATE and Checklist Item Codes are UWCBC, UWPOTN, UWPOTY, UWPOT2, UWPOT4 and/or UWSHRC. Each status must be set to Complete. If you use a different checklist code (ex. UWPREC), the data will not be correct.

Process Considerations Use this table to determine what kinds of checklist items can be added to the Person Assignment Checklist page

Checklist
Code
Checklist Code
Descr
Checklist
Item
Code
Checklist Item DescriptionApplicant
Checklist
Person
Checklist
Person
Assignment
Checklist
UWPRECPre-OnboardingUWCBCCriminal Background CheckX

UWPRECPre-OnboardingUWSHRCSexual Harassment Ref CheckX



UWPRECPre-OnboardingUWPOTN
UWPOTY
UWPOT2
UWPOT4
Position of Trust = No
Position of Trust = Yes
Position of Trust = 2 Year Renew
Position of Trust = 4 Year Renew
X

UWDATEDatesUWCBCCriminal Background Check

X
UWDATEDatesUWSHRCSexual Harassment Ref Check

X
UWDATEDatesUWPOTN
UWPOTY
UWPOT2
UWPOT4
Position of Trust = No
Position of Trust = Yes
Position of Trust = 2 Year Renew
Position of Trust = 4 Year Renew


X
UWPOIPOI DatesUWxBCNPOI CBC - POT No Recheck
X
UWPOIPOI DatesUWxBC2POI CBC - POT 2 Yr Rechk
X
UWPOIPOI DatesUWxBC4POI CBC - POT 4 Yr Rechk
X
UWSNDTSeniority DatesUWxCSDCampus Seniority Date
X
  • If you are a TAM User and are using Prepare for Hire/Manage Hires, the Applicant Checklist UWPREC will be copied over to Person Assignment Checklist UWDATE so there is no need to add manually. A process runs in the background every 15 minutes.
  • If you are not using TAM, add UWDATE to Person Assignment Checklist to add the Criminal Background Check Date, Position of Trust Type/Date and/or Sexual Harassment Reference Check Date.

  • Instructions for Correcting Person Assignment Checklist

    1. Click the UW_HR_EMP_CHKLST_INCORRECT Query link.
      NOTE: Once you see the query results, there are filters above the list: Business Unit, DeptID (1), DeptID - Like (2), Show Claimed, Show Completed.
    2. Click the "Check to Claim" check box. Your name will appear in the Claimed by section with the Date and Time noted.
    3. For the employee you have claimed, click the EMPLOYEE_CHECKLIST link in the Link to Correct column.
    4. A new browser tab opens with the employee's Person Assignment Checklist, click on the left/right arrows to find the incorrectly added checklist code
      KB_110375_Num6.png

      NOTE: You can also use Find to enter in the checklist code (ex. UWPREC) then click OK.

      KB_110375_Find_UWPREC.png
    5. Once you are at the incorrectly added Checklist Code, determine if a different checklist code needs to be added by scrolling through what already exists for the Employee ID and Employee Record.

      If no, skip to #6

      If yes, click on the + (plus) sign to add a new checklist code row. The Checklist Date will default to the current date - change accordingly. Then enter in the correct Checklist Code (ex. UWDATE) and update the checklist item codes accordingly. Make sure you change the dates and add the correct statuses on the new checklist code. Click Save.
    6. After you have saved the new Checklist Code, click on the - (minus) sign of the incorrect Checklist Code row to remove .A Delete Confirmation box will appear with the following wording:

      Delete current/selected rows from this page? The delete will occur when the transaction is saved. 

      Click OK if you are sure you want to removeAfter the checklist code row is removed, click Save.
    7. To return to the main WED page, you can either click the Home link or the Return to Dashboard link, which is available on every page.

      KB110375_Num11.png

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    Additional Resources

    Related KBs 

    Get Help

    • Click HERE to contact UW Shared Services or HERE for the Office of Technology Services (OTS) Helpdesk if you have any issues with these instructions.




    Keywords:Person Assignment Checklist, Person Assignment Checklist Correction, Incorrect Person Assignment Checklist, Person Assignment Checklist WED, UWPREC,   Doc ID:110375
    Owner:tami e.Group:UW–Shared Services
    Created:2021-04-19 15:12 CDTUpdated:2021-04-26 08:06 CDT
    Sites:UW–Shared Services
    Feedback:  0   0