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1. Actions
1.1. Employee Status in Actions
In IBM each action is assigned the three status indicators STAT1 (customer defined), STAT2
(employment), STAT3 (special payment). These are stored in the action infotype (0000). Status
indicators determine the employee’s employment status at a high level. The status indicators can
change by performing actions only, not by direct maintenance of the data field itself. When a
personnel action is performed, the system automatically fills the Customer defined, Employment and
Special payment fields if the action affects the employee's status. Each action has predefined statuses
that it stores on an employee. For example when hiring a new employee the status 3 ‘active’ will be
stored in the employment status field (STAT2) in infotype 0000. It is not possible to manually change
this during the action.

The three status indicators have the following meanings:

• - STAT1: Customer defined: Not used in the standard system. <Client Name> will not use this
option
• - STAT 2 Employment:
○ 0: Employee not with company
○ 1: Employee with company, but inactive
○ 2: Employee with company, but as retiree
○ 3: Employee active in company
• - STAT 3: Special payment (only relevant for Austria and Spain so will not be used by <Client
Name>):
○ 0: Special payment: no entitlement
○ 1: Special payment: standard wage type
○ 2: Special payment: special wage type

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 1.2. Actions
<Client Name>'s personnel administration processes are reflected in IBM by personnel actions.
Personnel Actions are used to record the major milestones in an employee’s employment record
such as Hire, Change of Compensation and Termination. Each Personnel Action allows a defined
list of infotypes to be presented to the user for creation or maintenance in a pre-determined
sequence. The objective is to create a path to guide the end user through infotypes and data fields to
be maintained. In this way, infotypes are not missed and the user saves time by not having to access
each infotype individually.

Some Infotypes (Objects on Loan for example) may not be present in an action. Infotypes like these
can be maintained on an individual basis. In other words, adding or ending an “Objects on Loan”
Infotype (0040) record would be done with the Maintain Master Data (PA30) transaction. This will
enable <Client Name> users to quickly hire and change employees using actions without requiring
users to cancel out of infotypes that are needed for only a small number of employees. <Client
Name> will have the opportunity during Realization to add or remove Infotypes from their actions
during testing.

All <Client Name>'s countries will use a global setup of actions and action reasons. Within this
global setup the IBM payroll country templates define local actions and action reasons as well, in
addition to the global (same cross-country) ones. Local actions are needed to fulfill specific legal
payroll requirements. Hence the global Action and Reason for Action list contains global as well as
local values.
4.2.1 ACTIONS LIST
The table below specifies the list of Personnel Actions that can be used for <Client Name> and the
<Client Name> PA process that the action can be linked to is specified.
Actions are used to define the administrative processing of major milestone changes on employees
and employee master data.

Actions
Action code Action Infotype Subtype Infotype Text
01 Hiring 0002 Personal Data
0001 Organizational Assignment
0006 1 Addresses
0207 US - Residence Tax Area (207)
0208 US - Work Tax Area (208)
0209 US - Unemployment State (209)
0210 US - Withholding Info W4/W5 (210)
0210 FED US - Withholding Info W4/W5 (210)
0007 Planned Working Time
0008 Basic Pay
0009 0 Bank Details
0077 Additional Personal Data
0094 Residence Status
2006 Absence Quotas
Transfer -
02 Organisational 0001 Organizational Assignment
0006 1 Addresses
0210 FED US - Withholding Info W4/W5 (210)
0007 Planned Working Time
0008 Basic Pay
0009 Bank Details
Z9 Applicants - Hire 0002 Personal Data
0001 Organizational Assignment
0006 Addresses
0009 Bank Details
Inactivate
03 Employee 0000 Actions
0001 Organizational Assignment
04 Activate Employee 0001 Organizational Assignment
0007 Planned Working Time
0008 Basic Pay
10 Termination 0001 Organizational Assignment
0006 Addresses
 Actions
Action code Action Infotype Subtype Infotype Text
0014 Additional Payments
0416 Time Quota Compensation
0015 Additional Payments
0105 0001 Communication
12 Re-hiring 0002 Personal Data
0001 Organizational Assignment
0006 Addresses
0210 FED US - Withholding Info W4/W5 (210)
0007 Planned Working Time
0008 Basic Pay
0009 0 Bank Details
2006 Absence Quotas
0041 Date Specifications
Change of Basic
50 Pay 0007 Planned Working Time
0008 Basic Pay
0014 Recurring Payments/Deductions
US - Leave of
U1 Absence Paid 0001 Organizational Assignment

Transfer - Cross-
ZT Countries 0002 Personal Data
0006 1 Addresses
0210 FED US - Withholding Info W4/W5 (210)
0007 Planned Working Time
0008 Basic Pay
0009 Bank Details
2006 Absence Quotas
0041 Date Specifications
0014 Recurring Payments/Deductions
4.2.2 ACTIONS REASONS
For each action, action reasons can be defined. Action reasons determine the reason why a certain
action/process was performed (reason for data change). Action reasons within <Client Name> are
also, similar to actions, mapped from global <Client Name> values to global IBM values. Action
reasons are global data with a 2 character length reason code and 30 character field for reason text.
The list below shows per action the predefined set of action reasons.

Action Reasons
IBM Name of Definition Action Reason Used
Action Action Globally/Locally
Number
01 Hiring First hiring of an employee in Fill new Position G
the IBM system when no use of
Applicant tracking is done. Full
process which requires that the
user has all information
available.
Fill existing position G
International Transfer G
12 Re-hiring A terminated employee is re- Fill new Position G
hired again under the same
Personnel number.
Fill existing position G
International Transfer G
Z9 Applicants - An applicant is hired and G
Hire applicant infotypes are
transferred.
02 Transfer – Change in the employee’s Change Employee G
Organizational assignment (area, employee Group
Change sub-group etc…) except a
country transfer.
Lateral Move G
Change employee G
subgroup
Temporary to Regular G
Regular to Temporary G
Demotion G
Change of Legal Entity G
Personal Area change G
Personal Subarea G
change
Cost Center change G
Organizational Unit G
Change
 Action Reasons
IBM Name of Definition Action Reason Used
Action Action Globally/Locally
Number
Position change G
Job Code change G
Promotion G
Reorganization G
From external manager G
International Transfer G
Full time to Part Time G
Part Time to full time G
Part time to Part Time G
– other %
10 Termination Full process of termination: The Casual Termination G
employee is not part of the
head count any more and all
required allowances are paid.
Expiry of Contract G
Dismissal – without G
notice
Dismissal – with Notice G
Early Retirement G
Retirement G
Resignation G
Redundancy G
Invalidity G
Death G
International Transfer G
US - Retirement L
US - Dismissal Without L
Notice
US - Dismissal With L
Notice
US - Resignation L
US - Voluntary L
US - Death L
US - Long Term L
Disability
US - Severance L
(Winflex)
US - Data Load Terms L
04 Activate Employee returns from leave of Re-entry Home G
Employee absence. Country
 Action Reasons
IBM Name of Definition Action Reason Used
Action Action Globally/Locally
Number
03 Inactivate The employee is still enrolled International Transfer G
Employee but has no activity (leave of
absence).
Leave without Pay L
Leave with Pay L
50 Change of The employee’s basic pay is Reclassification G
Basic Pay changed
Collective Agreement G
Increase
Collective Increase G
Individual increase G
Seniority G
U1 US - Leave of Employee is on paid leave of Disability L
Absence Paid absence
Workers L
Compensation
Education L
Military L
Family L
Personal L
ZT Transfer - When MOGEE is not used G
Cross-Countries

4.2.3 ACTION MENU

The Action menu for USA Users is shown below:

Action Menu
Action Name of Action
01 Hiring
04 Activate Employee
12 Re-hiring
=2 External Manager Creation
50 Change of Basic Pay
02 Transfer - Organizational
ZT Transfer - Cross-Countries
U1 US - Leave of Absence Paid
81 Expats – Planning
 Action Menu
Action Name of Action
82 Expats - Activation Host Ctry
83 Expats - Leave Home Ctry
84 Expats - Change Planning Data
10 Termination
03 Inactivate Employee
DL Data Load (hiring-active)
II Data Load (hiring-inactive)
Hi

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