Change Position SOC and County Codes

updated 4/8/08

Trigger:

 There is a need to maintain an SOC code [IT9022] for one of these reasons:

· A reallocation has taken place and the SOC code of the new job needs to be reflected

· There is a change in the SOC code for a banded job

 

Business Process Procedure Overview

 

These instructions walk the user through creating/maintaining an SOC code and County code [IT9022].

 

SOC Code FYI:

1. Every job is assigned to an SOC code in the table ZOMA010_JOB_SOC.

2. When a position is created it is related to a job and by virtue of this relationship inherits the SOC code of the job in IT9022 (the SOC code infotype) during the Create Position action. 

 All graded jobs have only 1 SOC code while banded jobs have multiple SOC codes.

· For graded jobs the SOC code is automatically defaulted on IT9022 based on the relationship to the job and the SOC code assigned to the job. 

· For banded jobs the users have a drop-down list of SOC codes to choose from.

The SOC code infotype will need updates from time to time.  For example, if a reallocation has taken place or if a banded job needs a change in SOC code or if the County needs to be changed.

 

If a graded job is reallocated, then entering the relevant date in the time period box will bring up the SOC code of the new job in IT9022.  This field will be grayed out.  Modify the County if needed.

 

If a banded job is reallocated, then entering the relevant date in the time period box will bring the drop-down box with the SOC codes assigned to the new job.  Choose the applicable code, modify the County if needed.

  

  

Tips and Tricks

· The SOC Code and County Code records of a Position are held on Infotype 9022.

· Copy (two sheets of paper) is to be used most of the time.  This will delimit the existing record and create a new record with the start date given.  Copying keeps a history of what the record used to be.

· Change (pencil) is only to be used if you make a spelling or other simple error, and want to change the record.  There is no history tracked on what the record used to be if you use the change functionality.  Note: An example of when to use the Change function is if the SOC Code for a banded job was entered incorrectly, and needs to be corrected.  For graded positions the Change function will not allow the SOC Code to be changed, only the County Code.

· Create (sheet of paper) is used to create the record for the first time.

 

 

Access Transaction:

 

Via Menu Path

SAP menu >> Human Resources >> Organizational Management >> Expert Mode >> PO13 - Position

Via Transaction Code

PO13

 

 

 

Procedure:

 

SAP Easy Access

1. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Command

White alphanumeric box in upper left corner used to input transaction codes

R

Enter value in Command.

Example: PO13

2. Click Enter button.

Information:  You may want to enter this transaction code in your Favorites folder.  Choose Favorites ==> Insert Favorites, and type in PO13, then click Enter.

To see the transaction code displayed in front of the link in your favorites, choose Edit ==> Settings, put a check next to Display Technical Name, and click Enter.

Maintain Position

3. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Position

Eight digit unique number identifying the position

R

Enter value in Position.

Example: 54215078

4. Click Enter button.

Information:  If you need to look up the position number, click your cursor in the field and click on the matchcode search button to the right of the field for search options.

Maintain Position

5. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

From

Effective date of the personnel action

R

Enter value in From.

Example: 04/07/2008

Information:  Enter the date for the SOC Code and/or County Code change or create to be valid from.

If this is a reallocation this date should be on or after the reallocation to bring up the correct SOC codes.

Maintain Position

6. Select the SOC Code row.

7. Click Create infotype (F5) button.

Information:  Verify that the position you wish to change the SOC code and/or County code on is displayed.  Highlight the Object infotype by clicking on the gray square to the left of the line item, and click Create or Copy, depending on if there is a record existing or not.  If a record exists there will be a green check mark to the right of the infotype line.

Note: Copy keeps an historical record of all changes which have been made.  Change only changes the existing record and does not keep an historical record.

Create SOC Code

8. Click the SOC Code matchcode.

Information:  If the user knows the SOC code it can be entered directly in the field.  If not, use the matchcode to search for available SOC codes.

Hit List

9. Select the appropriate SOC Code in the Hit List list box.

10. Click Copy (Enter) button.

Information:  Only the valid SOC codes for the job associated with this position will be visible in the drop-down list.

Create SOC Code

11. Click the County Code matchcode.

Information:  If the user knows the County code it can be entered directly in the field.  If not, use the matchcode to search for available County codes.

County Code

12. Select the appropriate County Code in the Hit List list box.

13. Click Copy (Enter) button.

Information:  Each County in the State of North Carolina has a code in the system.  Choose the County where the position is based.

Create SOC Code

14. Click Enter button.

15. Click Save (Ctrl+S) button.

Information:  Validate the data you have entered is correct after clicking Enter, then click Save.

Note: If you have used the Copy function to change a record (remember to use Copy to keep the history of the previous record), the next screen to appear will be a confirmation screen that you would like the previous record to be delimited, or have an end date put on it.

Maintain Position

16. Click All radio button.

17. Click Overview (Shift+F8) button.

Information:  To view the record you just created and any previous records, choose the Time Period of All - if you don't, you will only see the records that are valid from today's date forward by default.

List display with change SOC Code

18. Click Back (F3) button.

Information:  The new record just created and any historical records are displayed.  You may highlight any of these records and click Choose to display the details, or click Back to return to the main screen.

Maintain Position

19. Click Back (F3) button.

20. The system task is complete.