table of contents
DESCRIPTION
Table of Contents. - PowerPoint PPT PresentationTRANSCRIPT
Table of Contents
This job aid has been provided to help users learn how to login into the Federal Personnel and Payroll System (FPPS) and complete specific SF-52 actions. It is recommended that you review the first four overview sections and then jump to the section covering the specific action that you need to accomplish. Click on the section want to review to continue.
Mass Changes
Reassignment
Promotion
New Appointment
Accessing Your Queue
Saving An SF-52
Logging Onto FPPS
Computer Requirements
Reassign An SF-52
Track An Action
Retirement
Name Change
Position Changes or Realignment
Placement In A Non-Pay Status
Details
AwardsFPPSRequesting Office
Job Aide
August 2004
Table of Contents
This job aid has been provided to help users learn how to login into the Federal Personnel and Payroll System (FPPS) and complete specific SF-52 actions. It is recommended that you review the first four overview sections and then jump to the section covering the specific action that you need to accomplish. Click on the section you want to review to continue.
Mass Changes
Reassignment
Promotion
New Appointment
Accessing Your Queue
Saving An SF-52
Logging Onto FPPS
Computer Requirements
Reassign An SF-52
Track An Action
Retirement
Name Change
Position Changes or Realignment
Placement In A Non-Pay Status
Details
Awards
Computer Requirements
Menu
Computer Reqs(1 of 3)
NASA users should access FPPS through the Agency-standard browser, Microsoft Internet Explorer 5.5 (IE v. 5 for Macs), with Java Virtual Machine enabled, although the system will work with the combination of Netscape Communicator 4.5 and Java 1.1.
Any Browser Window
1
2
To enable Java Virtual Machine on Internet Explorer v5.5:
1. Go to Tools
2. Click on Internet Options
Menu
Computer Reqs (2 of 3)
3. Click on the Advanced Tab
Internet OptionsWindow
3
Menu
Computer Reqs (3 of 3)
4. Scroll down to the Microsoft VM heading
5. Click the box next to Java console enabled (requires restart)
6. Click OK
7. Restart computer
Advanced Tab of Internet Options
6
7
4
5
Menu
Logging Onto FPPS
Menu
Login (1 of 5)
1. Go to:
https://securefpps.nbc.gov/
Note that it is https: because the system is located on a secure website.
2. Click Logon
Your computer will have to download the applet the first time you enter FPPS, which could take a minute or two.
National Business Center’s Secure Website
1
2
Menu
Login (2 of 5)
3. Enter your ID in ID field. This ID starts with NAS and usually includes your initials and a number afterwards (e.g., NASCMK1)
4. Enter your password in the password field. If this is your first time into the system or the first time after an ID or password reset, then the system will prompt you to change password. Passwords must be 8 characters long with alpha characters at the beginning and end and a combination of numeric and alpha characters in between (e.g., dog00dog). The system will not allow a user to reuse an expired password at a later date.
5. Click OKLogin Window
5
4
3
Note: User IDs will expire after 90 days of inactivity. So, if you have not logged into the system in the past 90 days, then you will have to contact your local user security administrator to proceed. User IDs will be revoked after 3 invalid password attempts. Menu
Login (3 of 5)
6. Click on FPPS Production
Login Window
6
Menu
Login (4 of 5)
7. Always view FPPS in the maximized view so that you can see any errors that appear at the bottom of the screen. Click on the maximize button in the application window to view the full window.
8. On the FPPS Main Menu click on the 1-2-3 icon to obtain a queue count (the number of actions in your possession).
Note: As you navigate through FPPS, the system will use different field colors to aid you in completing the necessary information.
Main Menu Window
7
8
Menu
Login (5 of 5)
9. When you click the 1-2-3 button, the number of actions in each process queue will display
10. Click OK
Note: If you have actions to sign then proceed to the accessing saved / forwarded SF-52s section, else proceed to the tracking or initiating SF-52 sections.
Process Queue Counts Window
9
10
Menu
Saving An SF-52
Menu
Saving a SF-52(1 of 3)
Logoff Menu Window
3
2
1
1. Clicking Cancel often produces a prompt to save the SF-52
if not:
1. Select File from the Main Menu
3. Select Exit & Logoff from the Drop Down Menu
Menu
Saving a SF-52 (2 of 3)
4. If you have to log off of the system to save the SF-52, answer Yes to the prompt to exit Web/FPPS
Note: This question will not appear when clicking cancel produces an opportunity to save the SF-52.
Exit Window
4
Menu
Saving a SF-52 (3 of 3)
Save Window
5
5. Answer Yes to the question: Do you want to save your changes?
Menu
Accessing Your Queue Of Saved And Forwarded SF-52s
Menu
1. Click on Personnel
2. Click on Requesting Personnel Actions
3. Sign/Change SF52 (CHNG)
* To sign a within-grade certification or probationary notice, click on the WGSG or PBSG commands
Main Menu Window
3
1
2
Accessing Your Queue (1 of 6)
*
Menu
4. Select the saved or forwarded SF-52 which you would like to review, change, delete, forward, return, or sign
5. Select the appropriate button from the change, delete, forward, return, sign/forward, notes and cancel options
Change List Window
Accessing Your Queue (2 of 6)
5
4
Menu
6. When you select the change button this window will appear, allowing you to review and/or change the SF-52 information
7. Click OK to continue through the screens as you would when initiating an SF-52
Requesting Office Information
76
Accessing Your Queue (3 of 6)
Menu
8. If you selected to delete an SF-52, the Delete Confirmation window will appear, prompting you to choose Yes or No to delete the item
Delete Confirmation
8
Accessing Your Queue (4 of 6)
Menu
9. If you selected to sign/forward the SF-52, then the Signature Selection window will appear, prompting you to select the type of signature you would like to add to the SF-52. If you are a Requesting Office manager who is the last to sign the SF-52 before it is sent to the Human Resources Servicing Personnel Office (SPO) then you should select Requester/Authorizer signature, else select the Requesting Official signature
10. Click OKSignature Selection Window
10
9
Accessing Your Queue (5 of 6)
Menu
11. Selecting a signature type in the sign/forward process will bring up the Office Routing Path window. This window will also appear if the user selected return or forward on the initial Change List window. Choose the person to whom you would like to forward or sign/forward the SF-52 by entering an “F” in the Action Field before their name. Each center has its own SF-52 routing policy, but generally the line manager forwards it to a directorate manager who forwards it to HR’s SPO. Please refer to your local policy for who you should select.
12. Enter a “K” in the Action Field before the name of any person to whom you would like to send a courtesy copy of the SF-52
13. Click OKOffice Routing Path Window
13
11
12
Accessing Your Queue (6 of 6)
Menu
New Appointment
Menu
New Appointment (1 of 11)
1. Click on Personnel
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Main Menu Window
31
2
Menu
New Appointment (2 of 11)
4. Click the ‘Hiring an employee’ drop down
5. Select Appointment- Permanent
6. Click OK
Initiate Action Selection Window
6
4
5
Menu
New Appointment(3 of 11)
Employee Identification Window
8
7
7. Either enter the Social Security Number (SSN) of the new employee or click the Name button and enter his last name
8. Click OK
Menu
New Appointment (4 of 11)
9. Enter the new employee’s first and lastname
10. Click OK
Employee Name and SSN Window
10
9
Menu
New Appointment (5 of 11)
11. Verify or enter the correct organizational information for the employee.
Note: The Department code identifies the Agency, NASA. The Bureau identifies the center. NASA does not use the subbureau code, and so it is always 00. The Organization code identifies the office at your center. If you have access to multiple organizations, then you can enter the appropriate code directly into the field or use the drop down menu to find it.
12. Click OK
Office ID Window
12
11
Menu
New Appointment (6 of 11)
13. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
14. Type in the name and phone number of the point of contact for the SF-52 into those fields
15. Click OK
Requesting Office Information Window
13
1415
Menu
New Appointment (7 of 11)
16. If the employee will fill a position which is already vacant in the system, because it was vacated by someone else and held open, then select Yes to the associated question and choose the position from the Vacant Positions list that will appear after you click OK.
17. Click OK
Window
1716
Menu
New Appointment (8 of 11)
18. If you did not select a position from the Vacant Positions list, then you must enter the Position Title, Organization Code, Pay Plan, Duty Station Code, and Grade into those required (white) fields on this screen. If you did select a vacant position, edit those fields as necessary
19. Click OK
Position Information Window
1918
Menu
New Appointment (9 of 11)
20. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
21. Click OK
Sign/Forward Window
20
21
Menu
New Appointment (10 of 11)
22. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
23. Click OK
Signature Selection Window
23
*22
Menu
New Appointment (11 of 11)
24. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
24. Click OK to forward this SF-52 to the person(s) selected
Window
24
25
Menu
Promotion
Menu
Promotion (1 of 10)
1. Click on Personnel in the toolbar
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Main Menu Window
1
2
3
Menu
Promotion (2 of 10)
4. Click on the ‘Hiring an Employee’ drop down
5. Select Promotion (Temporary or Permanent)
6. Click OK
Initiate Action Window
6
4
5
Menu
Promotion (3 of 10)
Employee Identification Window
8
7
7. Either enter the Social Security Number (SSN) of the affected employee or click the Name button and enter his last name
Note: Entering an asterisk (*) after a partial SSN or name will tell the system to search within your access area for all employees who have names or SSNs beginning with the information entered. For example, an entry of 444* will result in a search for all employees with SSNs starting in 444 within your access area.
8. Click OK
Menu
Promotion (4 of 10)
9. Verify or enter the correct organizational information
Note: The Department code identifies the Agency, NASA. The Bureau identifies the center. NASA does not
use the subbureau code, and so it is always 00. The Organization code identifies the office at your center. If you have access to multiple
organizations, then you can enter the appropriate code directly into the field or use the drop down menu to find it.
10. Click OKOffice ID Window
10
9
Menu
Promotion (5 of 10)
Requesting Office Information Window
13
11
12
11. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
12. Type in the name and phone number of the point of contact for the SF-52 into those fields
13. Click OK
Menu
Promotion (6 of 10)
Position Management Window
17
14
14. If the employee will retain his same position after the promotion, click Yes to the action box associated with this question, else no. Steps 15 and 16 are not necessary, if you selected Yes.
15. If the employee’s old position will be filled at a later date, select Yes in the action box next to the associated question.
16. If the employee will fill a position which is already vacant in the system, because it was vacated by someone else and held open, then select Yes to the associated question and choose the position from the vacant positions list that will appear after you click OK.
17. Click OK
15
16
Menu
Promotion (7 of 10)
18. Adjust the Grade/Step of the employee and any other fields that need adjustment
* Enter the position description number, if required by your center
19. Click OK
Position Information Window
19
18
Menu
*
Promotion (8 of 10)
Options Window
20. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
21. Click OK
20
21
Menu
Promotion(9 of 10)
22. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
23. Click OK
Signature Selection Window
23
*22
Menu
Promotion (10 of 10 )
Office Routing Path Window
25
24
24. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
25. Click OK to forward this SF-52 to the person(s) selected
Menu
Reassignment
Menu
Reassignment (1 of 12)
Main Menu Window
3
1
2
1. Click on Personnel in the toolbar
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Menu
Reassignment (2 of 12)
4. Click on the ‘Hiring an employee’ drop down
5. Select Reassignment
6. Click OK
Initiate Action Window
4
5
6
Menu
Reassignment (3 of 12)
Employee Identification Window
7. Either enter the Social Security Number (SSN) of the affected employee or click the Name button and enter his last name
Note: Entering an asterisk (*) after a partial SSN or name will tell the system to search within your access area for all employees who have names or SSNs beginning with the information entered. For example, an entry of 444* will result in a search for all employees with SSNs starting in 444 within your access area.
8. Click OK
8
7
Menu
Reassignment (4 of 12)
Office ID Window
9. Verify or enter the correct organizational information
Note: The Department code identifies the Agency, NASA. The Bureau identifies the center. NASA does not
use the subbureau code, and so it is always 00. The Organization code identifies the office at your center. If you have access to multiple
organizations, then you can enter the appropriate code directly into the field or use the drop down menu to find it.
10. Click OK
10
9
Menu
Reassignment(5 of 12)
Requesting Office Information Window
13
11
12
11. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
12. Type in the name and phone number of the point of contact for the SF-52 into those fields
13. Click OK
Menu
Reassignment(6 of 12)
Position Management Window
14. If the employee will retain his same position after the reassignment, click Yes to the action box associated with this question, else no. Steps 15 and 16 are not necessary, if you selected Yes.
15. If the employee’s old position will be filled at a later date, select Yes in the action box next to the associated question.
16. If the employee will fill a position which is already vacant in the system, because it was vacated by someone else and held open, then select Yes to the associated question and choose the position from the vacant positions list that will appear after you click OK.
17. Click OK
17
14
15
16
Menu
Reassignment (7 of 12)
18. If you did not select a position from the vacant position list, then click on the Organization Code field to select the organization to which the employee will go
Position Information Window
18
Menu
Reassignment(8 of 12)
19. Select the employee’s new organization from the Organization Help table. You can search through the list by using the Organization Code search at the top of the page.
20. Click OK
Organization Help Window
19
20
Menu
*
Reassignment (9 of 12)
21. Verify or adjust any of the new fields that need adjustment
* Enter the position description number, if required by your center
22. Click OK
Position Information Window
22
21
Menu
*
Reassignment(10 of 12)
Options Window
23
24
23. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
24. Click OK
Menu
Reassignment(11 of 12)
Signature Selection Window
26
25
25. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
26. Click OK
Menu
Reassignment (12 of 12)
Office Routing Path Window
28
27
27. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
28. Click OK to forward this SF-52 to the person(s) selected
Menu
Mass Changes
Menu
Mass Changes(1 of 17)
Main Menu Window
3
1
2
1. Click on Personnel in the toolbar
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Menu
Mass Changes (2 of 17)
4. Click on the Mass Changes drop down
5. Select Mass Change Realignment
Note: This section will illustrate the common steps for all mass changes.
Initiate Action Window
6
4
5
Menu
Mass Changes (3 of 17)
Office ID Window
7. Select the organization from which the
mass changes will occur
Note: The Department code identifies the Agency, NASA. The Bureau identifies the center. NASA does not
use the subbureau code , and so it is always 00. The Organization code identifies the office at your center. If you have access to multiple
organizations, then you can enter the appropriate code directly into the field or use the drop down menu to find it.
8. Click OK
8
7
Menu
Mass Changes (4 of 17)
Requesting Office Information Window
1110
9
9. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
10. Type in the name and phone number of the point of contact for the SF-52 into those fields
11. Click OK
Menu
Mass Changes (5 of 17)
8. Under the Current Duty Station Information header, either enter the subbureau code into that field or click on the drop down box to select it from a table
Mass Change Realignment Window
12
Menu
Mass Changes (6 of 17)
13. If you clicked on the drop down box to select the correct subbureau from the table, do so by clicking on it
14. Click OK
Subbureau Help Window
14
13
Menu
Mass Changes (7 of 17)
15. Under the Current Duty Station Information header, either enter the Organizational Code into that field or click on the drop down box to select it from a table
Mass Change Realignment Window
15
Menu
Mass Changes (8 of 17)
16. If you clicked on the drop down box to select the Organization Code from a table, do so by clicking on it
17. Click OK
Organization Help Window
17
16
Menu
Mass Changes (9 of 17)
18. Under the New Duty Station Information header, either enter the subbureau code into that field or click on the drop down box to select it from a table
Mass Change Realignment Window
18
Menu
Mass Changes (10 of 17)
Subbureau Help Window
20
19
19. If you clicked on the drop down box to select the correct subbureau from the table, do so by clicking on it
20. Click OK
Menu
Mass Changes (11 of 17)
Mass Change Realignment Window
21
21. Under the New Duty Station Information header, either enter the Organizational Code into that field or click on the drop down box to select it from a table
Menu
Mass Changes (12 of 17)
Organization Help Window
23
22
22. If you clicked on the drop down box to select the Organization Code from a table, do so by clicking on it
23. Click OK
Menu
Mass Changes (13 of 17)
24. Review information and click OK
Mass Change Realignment Window
24
Menu
Mass Changes (14 of 17)
25. Select the affected employees by typing an “X” in the action field before their names
26. Click OK
Employee Selection Window
26
25
Menu
Mass Changes (15 of 17)
Sign/Forward Window
27
28
27. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
28. Click OK
Menu
Mass Changes (16 of 17)
Requester/Authorizer Window
30
29
29. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
30. Click OK
Menu
Mass Changes(17 of 17)
Office Routing Path Window
31
31. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
32. Click OK to forward this SF-52 to the person(s) selected
32
Menu
Awards
Menu
Awards(1 of 10)
1. Click on Personnel
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Main Menu Window
3
1
2
Menu
Awards (2 of 10)
4. Click on the Others drop down menu
5. Select Awards and Quality Step Increase
6. Click OK
Initiate Action Selection Window
64
5
Menu
Awards(3 of 10)
Employee Identification Window
7. Either enter the Social Security Number (SSN) of the affected employee or click the Name button and enter his last name
Note: Entering an asterisk (*) after a partial SSN or name will tell the system to search within your access area for all employees who have names or SSNs beginning with the information entered. For example, an entry of 444* will result in a search for all employees with SSNs starting in 444 within your access area.
8. Click OK
7
8
Menu
Awards (4 of 10)
Requesting Office Information Window
11
9
10
9. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
10. Type in the name and phone number of the point of contact for the SF-52 into those fields
11. Click OK
Menu
Awards (5 of 10)
12. Click on the Type Of Award drop down menu to select the award type from a table
Award Information Window
12
Menu
Awards (6 of 10)
13. Select the appropriate Nature of Action code from the Award list
14. Click OK
Nature of Action Help Window
13
14
Menu
Awards (7 of 10)
15. Enter the Award Amount into that field at the bottom of the screen
16. Click OK
Award Information Window
16
15
Menu
Awards(8 of 10)
Sign/Forward Window
17
18
17. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
18. Click OK
Menu
Awards(9 of 10)
Requester/Authorizer Window
20
19
19. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
20. Click OK
Menu
Awards (10 of 10)
Office Routing Path Window
21
21. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
22. Click OK to forward this SF-52 to the person(s) selected
22
Menu
Details
Menu
Detail (1 of 13)
1. Click on Personnel
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT) from drop down box
Note: The gaining office always develops the SF-52 for a detail. Contact your Servicing Personnel Office (SPO), if you need to develop an SF-52 for a center-to-center or agency-to-agency detail.
Main Menu Window
1
2
3
Menu
Detail (2 of 13)
4. Click on the Details drop down box
5. Select Detail of an Employee
6. Click OK
Initiate Action Selection Window
6
4
5
Menu
Detail(3 of 13)
Employee Identification Window
7. Either enter the Social Security Number (SSN) of the affected employee or click the Name button and enter his last name
Note: Entering an asterisk (*) after a partial SSN or name will tell the system to search within your access area for all employees who have names or SSNs beginning with the information entered. For example, an entry of 444* will result in a search for all employees with SSNs starting in 444 within your access area.
8. Click OK
7
8
Menu
Detail (4 of 13)
Office ID Window
10
9
9. Verify or enter the correct organizational information
Note: The Department code identifies the Agency, NASA. The Bureau identifies the center. NASA does not
use the subbureau code , and so it is always 00. The Organization code identifies the office at your center. If you have access to multiple
organizations, then you can enter the appropriate code directly into the field or use the drop down menu to find it.
10. Click OK
Menu
Detail(5 of 13)
Requesting Office Information Window
13
11
12
11. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
12. Type in the name and phone number of the point of contact for the SF-52 into those fields
13. Click OK
Menu
Detail (6 of 13)
14. Validate / enter the employee’s address
15. Click OK
Process Forwarding Mailing Address Window
15
14
Menu
Detail (7 of 13)
Position Information Window
16
16. Either enter the employee’s new organization code or click on the drop down box to select it from a table
Menu
Detail(8 of 13)
17. If you chose to select the organization code from the table, do so by clicking on it in the Organization list
18. Click OK
Organization List Window
17 18
Menu
Detail(9 of 13)
19. Verify / adjust information in the required (white) fields on the To side of the form, as needed
20. Click OK
Employee Information Window
20
19
Menu
Detail (10 of 13)
21. Enter the purpose of the detail into field
* The remaining fields will default to N. The Requesting Office does not have to change these fields; HR will change them as applicable.
22. Click OK
Detail Information Window
22
*
21
Menu
Detail(11 of 13)
Sign/Forward Window
23
24
23. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
24. Click OK
Menu
Detail (12 of 13)
Requester/Authorizer Window
26
25
25. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
26. Click OK
Menu
Detail (13 of 13)
Office Routing Path Window
28
27
27. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
28. Click OK to forward this SF-52 to the person(s) selected
Menu
Placement In A Non-Pay Status
Menu
Non-Pay Status (1 of 8)
1. Click on Personnel
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Main Menu Window
1
2
3
Menu
Non-Pay Status(2 of 8)
4. Click on the Placement in a Non-Pay or Pay Status drop down
5. Select Leave Without Pay
6. Click OK
Initiate Action Selection Window
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Non-Pay Status(3 of 8)
Employee Identification Window
7. Either enter the Social Security Number (SSN) of the affected employee or click the Name button and enter his last name
Note: Entering an asterisk (*) after a partial SSN or name will tell the system to search within your access area for all employees who have names or SSNs beginning with the information entered. For example, an entry of 444* will result in a search for all employees with SSNs starting in 444 within your access area.
8. Click OK
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Non-Pay Status(4 of 8)
Requesting Office Information Window
9. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
10. Type in the name and phone number of the point of contact for the SF-52 into those fields
11. Click OK
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Non-Pay Status (5 of 8)
12. Validate / enter the employee’s forwarding mail address
13. Click OK
Process Forwarding Mail Address Window
Note: This screen is omitted during Return to Duty and Placement in Pay Status actions
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Non-Pay Status (6 of 8)
Sign/Forward Window
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14. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
15. Click OK
Menu
Non-Pay Status (7 of 8)
Requester/Authorizer Window
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16. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
17. Click OK
Menu
Non-Pay Status (8 of 8)
Office Routing Path Window19
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18. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
19. Click OK to forward this SF-52 to the person(s) selected
Menu
Position Change, Realignment, or Administrative Adjustment
Menu
1. Click on Personnel
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Main Menu Window
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Adjustment (1 of 10)
Menu
4. Click on the Others drop down
5. Select Position Change, Realignment, or Administrative Adjustment, as appropriate
6. Click OK
Indicate Action Selection Window
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Adjustment (2 of 10)
Menu
Employee Identification Window
7. Either enter the Social Security Number (SSN) of the affected employee or click the Name button and enter his last name
Note: Entering an asterisk (*) after a partial SSN or name will tell the system to search within your access area for all employees who have names or SSNs beginning with the information entered. For example, an entry of 444* will result in a search for all employees with SSNs starting in 444 within your access area.
8. Click OK
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Adjustment (3 of 10)
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Office ID Window
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Adjustment (4 of 10)
9. Verify or enter the correct organizational information
Note: The Department code identifies the Agency, NASA. The Bureau identifies the center. NASA does not
use the subbureau code , and so it is always 00. The Organization code identifies the office at your center. If you have access to multiple
organizations, then you can enter the appropriate code directly into the field or use the drop down menu to find it.
10. Click OK
Menu
Requesting Office Information Window
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11. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
12. Type in the name and phone number of the point of contact for the SF-52 into those fields
13. Click OK
Adjustment (5 of 10)
Menu
Adjustment(6 of 10)
For realignments only, this screen will appear. Proceed to step 18 forAdministrative Adjustments orPosition Changes.
14. If the employee will retain his same position after the realignment, click Yes to the action box associated with this question, else no. Steps 15 and 16 are not necessary, if you selected Yes.
15. If the employee’s old position will be filled at a later date, select Yes in the action box next to the associated question.
16. If the employee will fill a position which is already vacant in the system, because it was vacated by someone else and held open, then select Yes to the associated question and choose the vacant position from the vacant positions list that will appear after you click OK.
17. Click OK
Position Management Window
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18. Adjust the employee’s position information, as necessary
19. Click OK
Employee Information Window
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Adjustment (7 of 10)
Menu
Sign/Forward Window
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20. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
21. Click OK
Adjustment (8 of 10)
Menu
Signature Selection Window
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22. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
23. Click OK
Adjustment (9 of 10)
Menu
Office Routing Path Window
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24. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
25. Click OK to forward this SF-52 to the person(s) selected
Adjustment (10 of 10)
Menu
Name Change
Menu
Name Change (1 of 8)
Main Menu Window
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1. Click on Personnel
2. Click on Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Menu
Name Change (2 of 8)
4. Click on the Others drop down menu
5. Select Name Change
6. Click on OK
Initiate Action Selection Window
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Name Change (3 of 8)
Employee Identification Window
7. Either enter the Social Security Number (SSN) of the affected employee or click the Name button and enter his last name
Note: Entering an asterisk (*) after a partial SSN or name will tell the system to search within your access area for all employees who have names or SSNs beginning with the information entered. For example, an entry of 444* will result in a search for all employees with SSNs starting in 444 within your access area.
8. Click OK
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Name Change (4 of 8)
Requesting Office Information Window
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9. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
10. Type in the name and phone number of the point of contact for the SF-52 into those fields
11. Click OK
Menu
Name Change (5 of 8)
12. Enter the new name information in the Employee Name pop-up window
13. Click OK
Employee Name Window
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Name Change (6 of 8)
Sign/Forward Window
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14. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
15. Click OK
Menu
Signature Selection Window
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18. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
19. Click OK
Name Change (7 of 8)
Menu
Name Change (8 of 8)
Office Routing Path Window
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20. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
21. Click OK to forward this SF-52 to the person(s) selected
Menu
Retirement
Menu
Retirement(1 of 10)
1. Click on Personnel
2. Select Requesting Personnel Actions
3. Select Initiate SF52 (INIT)
Main Menu Window
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Retirement (2 of 10)
4. Click on the Employee Loss drop down menu
5. Select Retirement
6. Click OK
Initiate Action Selection Window
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Retirement(3 of 10)
Employee Identification Window
7. Either enter the Social Security Number (SSN) of the affected employee or click the Name button and enter his last name
Note: Entering an asterisk (*) after a partial SSN or name will tell the system to search within your access area for all employees who have names or SSNs beginning with the information entered. For example, an entry of 444* will result in a search for all employees with SSNs starting in 444 within your access area.
8. Click OK
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Retirement(4 of 10)
Requesting Office Information Window
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9. Either enter the proposed effective date for the transaction into that field or click the drop down menu to bring up a calendar from which to choose it
10. Type in the name and phone number of the point of contact for the SF-52 into those fields
11. Click OK
Menu
Retirement(5 of 10)
15. If you want to save the position in the vacant positions list, then select Yes in the drop down box, else select No.
Window
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Retirement (6 of 10)
16. Enter the reason for the employee’s resignation/retirement and press enter on your keyboard
Resignation/Retirement Remarks Window
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Retirement (7 of 10)
17. Enter the employee’s forwarding mail address in the appropriate fields
18. Click OK
Process Forwarding Mail Address Window
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Retirement (8 of 10)
Sign/Forward Window
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19. If you have completed your input or review of this SF-52, then select sign/forward to proceed to the signature selection screen. Initiators may only have the option to forward to the requesting manager.
Note: Saving the SF-52 will keep this action in your Sign/Change SF52 (CHNG) queue rather than forward it to someone else.
20. Click OK
Menu
Retirement(9 of 10)
Requester/Authorizer Window
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21. Managers can sign the SF-52 as either the requesting official or the requesting and authorizing official. Whoever by local policy is the final manager to review this SF-52 prior to sending it to HR should sign as the requesting and authorizing official.
22. Click OK
Menu
Office Routing Path Window
Retirement (10 of 10)
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23. Select the next person who should receive this SF-52 per local policy by typing an “F” into the action field before his name
Note: You may send a courtesy copy to anyone on your SF-52 routing path by typing a “K” in the action field prior to his name.
24. Click OK to forward this SF-52 to the person(s) selected
Menu
Track An Action
Menu
Track An Action (1 of 7)
1. Click on Employee/Position Views
2. Select Track SF52/SF50 (TRAC)
Main Menu Window
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Track An Action (2 of 7)
There are two ways to track an SF-52. The first way, shown on this screen, is to track an SF-52 by request number. To do so:
3. Enter the request number into the top request number field
4. Check whether you want to view the status/history and/or view the SF-52 screens.
5. Click OK. You will proceed to step 18, if you checked Status/History. You will proceed to step 19, if you only checked View SF52 Screens.
Tracking Status History Window
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Track An Action (3 of 7)
The second way to track an SF-52 is to search for it. To search for an SF-52:
6. Select which types of SF-52s for which you want to search: Active, Complete, On Hold, Stopped, Pending, or Separated. The Separated type must be searched independently of the others.
7. Enter the last two digits of the year into the Request Number field to qualify the search by year
8. Enter the employee’s last name or click on the SSN button and enter SSN to qualify the search in that manner
9. Enter the Action Type Code(s) to qualify the search in that manner
10. Enter the effective date range to qualify the search in that manner
11. Enter an organizational code range to qualify the search in that manner
12. Click OK
Tracking Status History Window
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Track An Action (4 of 7)
Track Qualify Window
13. Enter the organization in which you want to search for SF-52s. Leave the organizational code blank to search all organizations in your access area.
14. Click OK
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Track An Action (5 of 7)
15. The search option will produce a list of SF-52s. Click on the SF-52 which you would like to track.
16. To view the current status and who has been involved in the selected SF-52, click on Status/History and proceed to step 18
17. To review the content of the selected SF-52, click on View and proceed to step 19
Tracking List Window
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Track An Action(6 of 7)
18. The Track Status History window will appear when Status/History was checked for an individual SF-52 search (step 4) or when Status/History was selected for one of the SF-52s that met your search criteria (step 14). This screen shows the date received for each person, the amount of time the SF-52 spent in that person’s queue, and the action each person has taken on the SF-52.
Track Status History Window
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Track An Action (7 of 7)
19. The Screen Selection window will appear when the View SF-52 Screens option was checked in (step 4) or when View was selected for one of the SF-52s that met your search criteria (step 15). This screen allows you to select which screens of the SF-52 you would like to review by checking the action box prior to each screen description.
20. Click OK to begin viewing the first screen selected.
Note: All screen will appear in view mode; edits are not allowed.
Screen Selection Window
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Reassign An SF-52
Menu
Reassign SF52(1 of 5)
1. Click on Personnel
2. Select Reassign SF52 (RSGN)
Main Menu Window
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Reassign SF52(2 of 5)
3. Select the action to be reassigned
4. Click OK
Reassign SF-52/WGI/Probationary Window
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Reassign SF52(3 of 5)
5. Select the person from whom you will reassign the SF-52
6. Click OK
Select User to Reassign From Window
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7. Select the person to whom you will reassign the SF-52
8. Click OK
Select User to Reassign To Window
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Reassign SF52(4 of 5)
Menu
9. Select the SF-52 to reassign
10. Click OK
11. Follow steps 9 and 10 for each action you would like to reassign. Click Cancel on this screen and the next to exit this section.
SF-52 List
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Reassign SF52(5 of 5)
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