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B0042-1 Employee Separations and Transfers

REPORT DESCRIPTION

This report shows employee action detail and action counts for Separations and Outbound Transfers

REPORT LOCATION

PA: Turnover

REPORT USES

This report can be used to examine action details of Separations and Outbound Agency Transfers for validation of metrics on the ‘B0042: Employee Turnover’ report.

How to Generate This Report

This report is generated after selecting values for the mandatory prompts. All mandatory prompts must have values selected before the Run Icon can be used to generate the report. Mandatory prompts can be identified as mandatory by the exclamation mark inside of the yellow-orange triangle, the square with the checkmark, or the display of (Mandatory). Detailed instructions for interaction with each prompt can be found on the Web Intelligence Prompt List on the OSC website.

The Mandatory prompts for this report are:

  • Organizational Unit
  • CalMonth/Year (Single Value/Interval, Mandatory)

This report can also be further limited by utilizing the Optional prompts to further limiting the amount of data that retrieved into the body of the report. Optional prompts are indicated as optional in parentheses beside the prompt.

The Optional prompts are:

  • Personnel Area(s) - (Optional)
  • Job Family(s) - (Optional)
  • Job Branch(s) - (Optional)
  • Job(s) - (Optional)
  • Position(s) - (Optional)
  • Employee Group(s) - (Optional)
  • Employee Subgroup(s) - (Optional)
  • Employee(s) PersNo. - (Optional)

Note: Since we have a large number of positions in the system, using only the single wildcard character (*) can be very slow and may result in an error if the search exceeds the system limit. If this happens, you can narrow down your search by using the wildcard with specific text strings such as:

  • Deputy*
  • *Analyst*
  • Admin*
  • If you know the position number, it is best to use the manual entry field (in step 6) to enter your selection.

Exclusion prompts exclude specified data by default while allowing customers the flexibility of changing them when necessary. Exclusion prompts are identified by the term Exclude followed by the prompt.

The Exclusion prompts are:

  • Exclude Employee Group (Temps)
  • Exclude Employee Subgroup (Temps)
  • Exclude Action Type/Action Reason (Reorg Transfers)

Note: The Employee Group and the Employee Subgroup exclusions work together as a set to exclude temporary employees. If you want to clear the Temp exclusion, both exclusions (EE Group and EE Subgroup) must be cleared.

Initial Layout

The report shows employee action details and action counts. This is a sample rendering:

Continued...

Available Objects

This is a list of the available objects that can be added to the report, from the Document Dictionary once in the Design mode:

Dimensions

  • Action Reason
  • Action Type
  • Age Range
  • Agency hire Date
  • Cal Mth
  • Cal Mth/Yr
  • Cal Qtr/Yr
  • Cal Yr
  • Effective Date
  • Emp Pay Area
  • Emp Pay Group
  • Emp Pay Level
  • Emp Pay Type
  • Employee
  • Employee Group
  • Employee Subgroup
  • Employee’s Name
  • Employment Status
  • Ethnic Origin
  • Gender
  • Job
  • Job Branch
  • Job Family
  • Organizational Unit
  • Original Hire Date
  • Position
  • Processed Date
  • Supv Employee
  • Supv position

Measures

  • 0 to 2 Yr EEs
  • 0 to 3 Yr EEs
  • 2+ to 3 Yr EEs
  • Emp Reference Salary
  • FTE Annual Salary
  • Job Reference Salary
  • Number of Actions

Variables

  • Prompt Response Cal Month/Yr
  • Prompt Response Employee Group
  • Prompt Response Employee PersNo
  • Prompt Response Employee Subgroup
  • Prompt Response Exclude Action Type/Action Reason (reorg Transfers)
  • Prompt Response Exclude Employee Group (Temps)
  • Prompt Response Exclude Employee Subgroup (Temps)
  • Prompt Response Job
  • Prompt Response Job Branch
  • Prompt Response Job Family
  • Prompt Response Organizational Unit
  • Prompt Response Personnel Area
  • Prompt Response Position
  • Separation Category
  • Compa Ratio
  • Emp / Job Ref Salary

Special Report Considerations/Features

  • The Compa Ratio is calculated based on the job of the employee’s organizational assignment as of the effective date of the separation, except for ZF Action type separations. For ZF action types, the job of the employee’s organizational assignment as of one day prior to the separation effective date is used for the Compa Ratio calculation.
  • The Compa ratio is calculated by dividing the FTE annual salary as of the separation date by the employee or job reference salary. The job reference salary is used in the calculation for banded jobs, and the employee reference salary is used for non-banded jobs. The Compa Ratio will not be calculated for an employee if the employee reference salary or the job reference salary does not exist.
  • ZG/04 (Separation/Did Not Report) and ZG/26 (Separation/Cancel Sep Pay Continuation) actions are excluded.
  • Temporary employees are excluded by default, but this can be changed.
  • Reorg Transfer actions are excluded by default, but this can be changed.
  • Since the BEACON system only captures incoming Agency Transfer actions (Z8), the X8 - Transfer Out (BI) action was created (only in BI) to assist in Turnover reporting. This X8 action is a copy of the original Z8 action but is instead assigned to the Agency that lost the employee from the transfer action.
  • There is an Input Control available to assist in filtering by Separation Category. This may be needed to validate the various Separation counts on the ‘B0042: Employee Turnover’ report. Interaction with this Input Control will alter the report detail to reflect only the categories you have selected. The yellow Total line will also reflect the totaling appropriate to your selection.

 

  1. Click the Filter icon.

  2. Click the Separation Category.

  3. Select or deselect as needed.

 

  • The following table identifies how specific Action Type/Action Reason codes are slotted to count the various Separation Categories on the ‘B0042: Employee Turnover’ report. The values for Separation Category used in the Input Control above are also defined based on this action table.

    Action Type   Action Type Desc Action Reason Action Reason Desc Separation Categories
    ZF   SeparationPayContinuation(NC) 1 Retirement LEO Supplement Retirement - Voluntary
    ZF   SeparationPayContinuation(NC) 2 RIFSeverance and/or Health Ins Involuntary
    ZF   SeparationPayContinuation(NC) 4 Separation ShortTermDisability Involuntary
    ZF   SeparationPayContinuation(NC) 5 RTR-RIF Voluntary
    ZG   Separation (NC) 1 Better Employment Voluntary
    ZG   Separation (NC) 2 Personal Reasons Voluntary
    ZG   Separation (NC) 3 Involuntary Separation Involuntary
    ZG   Separation (NC) 4 Did Not Report Exclude
    ZG   Separation (NC) 5 Voluntary Resigned W/O Notice Voluntary
    ZG   Separation (NC) 6 RIF w/no Severance/Health Ins Involuntary
    ZG   Separation (NC) 7 No Reason Given Voluntary
    ZG   Separation (NC) 8 Long Term Disability Involuntary
    ZG   Separation (NC) 9 Retirement Retirement - Voluntary
    ZG   Separation (NC) 10 Retirement Disability Retirement - Voluntary
    ZG   Separation (NC) 11 Contract Ended Involuntary
    ZG   Separation (NC) 12 Time-Limited Appt Term Involuntary
    ZG   Separation (NC) 13 Supplemental Appt Term Involuntary
    ZG   Separation (NC) 14 Appointment Ended Involuntary
    ZG   Separation (NC) 15 Not Re-Elected Involuntary
    ZG   Separation (NC) 16 Dismissed-Gross Inefficiency Involuntary
    ZG   Separation (NC) 17 Dismissed-Conduct Involuntary
    ZG   Separation (NC) 18 Dismissed-Unsat Performance Involuntary
    ZG   Separation (NC) 20 Prior to achieving Perm status Involuntary
    ZG   Separation (NC) 21 Pay in lieu of notice Involuntary
    ZG   Separation (NC) 22 Death Voluntary
    ZG   Separation (NC) 23 Other Voluntary
    ZG   Separation (NC) 24 Terminate while on FMLA Voluntary
    ZG   Separation (NC) 25 Beacon to Non-Beacon Agency Voluntary
    ZG   Separation (NC) 26 Cancel Sep Pay Continuation Exclude
    ZG   Separation (NC) 27 Removal From Office - AOC Only Involuntary
    ZG   Separation (NC) 28 RIF Discontinue Service Retire Retirement - Voluntary
    ZG   Separation (NC) 29 Unavailable to Work Involuntary
    ZG   Separation (NC) 40 115C Dismissal Involuntary
    ZG   Separation (NC) 50 RTR Voluntary
    ZG   Separation (NC) 52 RTR-Retire Retirement - Voluntary
    X8   Transfer Out (BI) 1 Agency to Agency - Lateral Transfer
    X8   Transfer Out (BI) 2 Agency to Agency -Reassignment Transfer
    X8   Transfer Out (BI) 5 Agency to Agency - Promotion Transfer
    X8   Transfer Out (BI) 6 Within Agency - Lateral Transfer
    X8   Transfer Out (BI) 7 Within Agency - Reassignment Transfer
    X8   Transfer Out (BI) 8 Grade-Band Transfer Transfer
    X8   Transfer Out (BI) 9 Class/Pay Plan Change Transfer
    X8   Transfer Out (BI) 10 EPA-SPA Transfer
    X8   Transfer Out (BI) 12 Temp to Perm Transfer
    X8   Transfer Out (BI) 13 Perm to Temp Transfer
    X8   Transfer Out (BI) 14 Temp to Temp Transfer
    X8   Transfer Out (BI) 60 Within Agency Reorganization Transfer
    X8   Transfer Out (BI) 61 AgencytoAgency Reorganization Transfer

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