Eligibility

Goals

Develop of the eligibility portion of the application

JIRAs

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Requirements

#

Title

User Story

Importance

Notes

Eligibility Screen

Coordinator will input this information for the Applicant

Must Have

Visibility is defined at Access to Screens

Form Fields

Campus

static field
value comes from campus on the APPLICATION table

Subject Area

represents the faculty's discipline
this field is equivalent to Manoa's department field as detailed below
PeopleSoft value: eac_section_desc from edadba.psempl

Primary Department

PeopleSoft value: eac_branch_desc from edadba.psempl
Pull from record number 01

Primary College

PeopleSoft value: eac_division_desc from edadba.psempl
Pull from record number 01

Secondary Department

PeopleSoft value: eac_branch_desc from edadba.psempl
Pull from record number 02

Secondary College

PeopleSoft value: eac_division_desc from edadba.psempl
Pull from record number 02

Initial Appointment (left blank and input by the coordinator)

Classification
- use data from lookup data table
- drop down options format: "code - description"
  - example: "C - Community Colleges"
- PeopleSoft value: 1st character of grade from edadba.hr_ps_report_tbl
Rank
- use data from lookup data table
- drop down options format: "code - description"
  - example: "2 - Instructor"
- PeopleSoft value: 2nd character of grade from edadba.hr_ps_report_tbl
Appointment Date
- date picker
- PeopleSoft value: univ_appt_date from edadba.psempl
Appointment Type
- use data from lookup data table
- drop down options format: "description"
  - example: "9 Month"
- PeopleSoft value: 4th and 5th characters of grade from edadba.hr_ps_report_tbl

Current Appointment (prefilled with data from PS)

Classification
- use data from lookup data table
- drop down options format: "code - description"
  - example: "C - Community Colleges"
- PeopleSoft value: 1st character of grade from edadba.psempl
Rank
- use data from lookup data table
- drop down options format: "code - description"
  - example: "2 - Instructor"
- PeopleSoft value: 2nd character of grade from edadba.psempl
Appointment Date
- date picker
- PeopleSoft value: none, this will be manually entered
Appointment Type
- use data from lookup data table
- drop down options format: "description"
  - example: "9 Month"
- PeopleSoft value: 4th and 5th characters of grade from edadba.psempl

Tenure Consideration

use data from lookup data table
drop down options format: "description"
- example: "Appropriate"
Validation:
- A file must be uploaded via the Memo field if "Appropriate" was NOT selected

Memo

If "Before Designated Year" is selected, the coordinator will upload the chancellor's approval for shortening the probationary period
If "After Designated Year" is selected, the coordinator upload the chancellor's approval for extending the probationary period
memo is completed prior to the T&P process
store file at the root of the team drive

Tenure Year

PeopleSoft value: tenure_year from edadba.psempl
Pull from record number 01

Date of Last Promotion

Waiver of Minimum Requirements

Upload file to Educational Requirement
Upload file to Service Requirement
waivers are obtained prior to the T&P process
store file at the root of the team drive

Must Have

- prefill information from PeopleSoft via the HR Datamart when the application is created

- hide for community colleges

User interaction and design

PeopleSoft Queries

Pulls all the fields in 1 query (subject area, primary and secondary department and college, initial and current appointment, date of tenure , date of last promotion

select ps.name, ps.employee_alt_id, ps.empl_record_no, ps.eac_division_desc as primary_division, ps.eac_branch_desc as primary_branch,  
ps.eac_section_desc as subject_area, secondary_ps.empl_record_no as secondary_empl_no, secondary_ps.eac_division_desc as secondary_division, 
secondary_ps.eac_branch_desc as secondary_branch, ps.grade as current_grade, 
initial_hire.grade as initial_grade, ps.tenure_code, ps.tenure_desc, ps.tenure_year as tenure_year, ps.univ_appt_date, ps.tenure_effective_date,
initial_hire.pers_reason_effective_date as hire_date, last_promotion.pers_reason_effective_date as last_promotion_date
from edadba.psempl ps, 
(select * from 
(select employee_alt_id, empl_record_no, eac_division_desc, eac_branch_desc, row_number()  
  over(partition by employee_alt_id order by empl_record_no ) as sort_column  
  from edadba.psempl where employee_alt_id='14589893' and employee_type_code='F' and empl_status <> 'T' and empl_record_no > 1) 
   where sort_column = 1) secondary_ps,
(select * from 
(select employee_alt_id, empl_record_no, grade, pers_reason_effective_date, row_number()  
  over(partition by employee_alt_id order by pers_reason_effective_date ) as sort_column  
  from edadba.hr_ps_report_tbl where employee_alt_id='14589893' and employee_type_code='F' and pers_action in ('HIR','HRC')) 
   where sort_column = 1) initial_hire,
(select * from 
(select employee_alt_id, empl_record_no, grade, pers_reason_effective_date, row_number()  
  over(partition by employee_alt_id order by pers_reason_effective_date desc ) as sort_column  
  from edadba.hr_ps_report_tbl where employee_alt_id='14589893' and employee_type_code='F' and pers_action='PRO') 
   where sort_column = 1) last_promotion   
where ps.employee_alt_id='14589893' and 
ps.employee_type_code='F' and
ps.empl_status <> 'T' and 
ps.employee_alt_id = secondary_ps.employee_alt_id(+) and 
ps.employee_alt_id=initial_hire.employee_alt_id(+) and 
ps.empl_record_no=initial_hire.empl_record_no(+) and 
ps.employee_alt_id=last_promotion.employee_alt_id(+) and 
ps.empl_record_no=last_promotion.empl_record_no(+) order by ps.empl_record_no;

Questions

Below is a list of questions to be addressed as a result of this requirements document:

Question	Outcome
Is the Tenure Consideration field required?	yes
Does the Coordinator need to upload a document of Chancellor's approval?	yes

Tenure, Promotion, and Contract Renewal