Process Considerations:

• When using TAM Prepare for Hire and the Manage Hires process, the Applicant Checklist UWPREC will be copied over to Person Assignment Checklist UWDATE.  This includes the Position of Trust designation. The Position of Trust checklist item on the Applicant Checklist page cannot be removed.

Instructions for Correcting Missing Position of Trust Checklist Item

1. From the Workflow Exception Dashboard (WED), click the UW_HR_MISSING_POSN_TRUST Query link.
   NOTE: Once the query results are shown, there are filters above the list: Business Unit, DeptID, DeptID (Like), Claimed, 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 + sign to add a new Checklist row.
   
   
5. Then follow the same instructions when updating Person Assignment Checklist (Update Records on the Person Assignment Checklist).
   
   Click on the + (plus) sign to add a new checklist row. The Checklist Date will default to the current date - change accordingly. Then enter in the correct Checklist Code (UWDATE) and add the appropriate Position of Trust checklist item. Make sure to change the status to Complete and change the dates for the new checklist item. Click Save.
6. To return to the main WED page, you can either click the Home icon or use the NavBar.

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Additional Resources

Related KBs:

• Initiating Sexual Harassment Reference Checks and Criminal Background Checks for Direct Hires
• Initiating a Criminal Background Check and Sexual Harassment Reference Check in TAM
• Using the Person Assignment Checklist to record Criminal Background Check, Position of Trust and Sexual Harassment Reference Check in HRS
• Using the Person Checklist to Record Dates
• HR Report List for HRS