Appointment Types {PACS-1}

The Appointment Type may be used to group staff members according to conditions of service.

The following are examples:

Permanent Academic Personnel.
Permanent Administrative Personnel.
Personnel paid by Claims.

Appointment Types are used in the System.

For the definition of Global Compensation Package Rules for the Payroll System, refer to Global Earning / Deduction Detail {FPRG-7}.
As User Selection Parameters or Sort Order values for a large number of programs in the Personnel System.
As a mechanism to control user access to records in a number of programs in the Payroll System, refer to Access Control per Appointment Type {FPRM-6}.
Temporary personnel who are not on fixed salary scales but are paid by the hour or by claim, require minimal biographical information. The System validations for such Appointment Types are less strict and will allow the user to save records with no values in some of the fields that would otherwise be mandatory. Refer to Personnel Biographical Information {PBOP-1}.

Fields in this option:

Block 1: Appointment Type Detail

Field	Type & Length	Description
Appointment Code	N2	A unique code for this Appointment Type.
Appointment Name	A30	A description for the appointment type, for example “Full Time Perm: Acad”.
TGP Indicator	A1	This field determines whether the appointment type is setup as a TGP(Total Guaranteed Package) Appointment type. Please see set up requirements for more detail.
Inactive Date	DD-MON-YYYY	The date from which this Appointment Type is inactive. The following programs will not allow the user to create Service Records with Appointment Types where the Start Date of the Service Record is before this date: Service Records {PBOP-2} Personnel Biographical Detail {PBOP-1} Appoint Pay-By-Claim Personnel {PAOP-3} Maintain Examiner Detail {SEXAM-8}
Type	A1	The classification for Stats purposes. Appointments are either (P)ermanent (i.e. person contributes to an institutional pension fund) or (T)emporary. Note that calculation method A - Pension in the payroll system will not calculate a value for employees where the Type is (T)emporary.
Salary / Claim Pay	A1	Indicate whether this appointment type is paid by (S)alary or (C)laim. The system default is (S)alary. The program will prevent this field to be (C)laim if the field Type is set to (P)ermanent except if the System Operational Definition {GCS2-11} "PT - Allow Permanent Appointment as Claims" is set to "Y".
Equity Status	A1	(P)ermanent, (T)emporary or (O)ther The field is used for Equity Reporting, (refer to Survey of Average Monthly Earning {PAOPR3-1}, Dep. Of Labour - Equity {PAOPR3-2} and Skills Reports For SETA / Government Rep {PSOPDR-2}).
Include HR for Fixed Term Appointment Approvals?	A1	This field is only applicable to clients who use the Fixed Term iEnabler for Web Appointments {p00008-5}. By default, all requests for Appointments will be sent to cost centre approvers before the appointment is created on the HR system. However, if this field is set to 'Y', requests will first be sent to HR approvers and will only be sent to cost centre approvers for requests which are approved by an HR approver.
Pay Frequency	A1	(M)onthly or (W)eekly.
Mode of Appointment	A1	This field is reserved for future Stats purposes. Mode of Appointment 1- Full time 2- Part time 3- Hourly Paid/Casual Staff 9- Other
Calc Number	N1	The Payroll Calculation Number for the employee. Refer to Fixed Salary Detail {FPRI-1} for information regarding the Calculation Number. The system defaults to 1, but the value may be changed. When a new personnel record is created, the system will default this value to the individual.
Paydate Number	N1	The Pay Date of the employee. Refer to Fixed Salary Detail {FPRI-1} for information about Pay Date. The system defaults to 1, but the value may be changed. When a new personnel record is created, the system will default this value to the individual.
FTE	N5.3	The Stats FTE (“Full Time Equivalent”) value of a person with this appointment type who was employed for a full year. The FTE values of staff who were employed for less than a full year, will be pro-rated by the system on the basis of their appointment and/or resignation dates. If the appointment type does not determine the FTE value, this field should be left blank. Refer to Calculate FTE Values {PSOP-3} for more detail.
Stats Gross	N6	If the Type is specified as (T)emporary and the FTE value is equal to zero, the expected Stats Gross may be entered here as a default value. The Calculate FTE Values {PSOP-3} will then calculate a person's FTE by dividing his actual gross salary by the expected Stats Gross.
Stats Category	N2	The value in this field will be used as default Stats Category when Personnel Members are Appointed through the Personnel Biographical {PBOP-1}.
Leave Package	A2	The default Leave Package {PLCS-1} to be used when Personnel Members are Appointed through the Personnel Biographical {PBOP-1}.
Issue Card?	A1	(Y)es or (N)o. If this field is set to (Y)es, the Personnel Biographical {PBOP-1}, Pay By Claim Personnel {PAOP-3} or {FPRCP-1} and Maintain Examiner Detail {SEXAM--8} will automatically generate a card record for when a new personnel member is appointed. The next Card Sequence Number {CIDM-2} to be used for the year should be indicated. Refer to Identification Card System {CARD-1} for information more information.
Used Outside HR System	A1	(Y)es or (N)o Only Appointment Types where this indicator is (Y)es and Pay by Claim is (C)laim may be used by Maintain Examiner Detail {SEXAM--8}, in the Student System. Personnel records created with this option may be queried and updated in the Personnel System.
Direct Senior Required	A1	(Y)es or (N)o This field indicates whether the Direct Senior field will be required in the Personnel Biographical {PBOP-1} Please Note : This only applies to new appointments where the biographical record is created for the first time.
Exclude for Bonus Calculation?	A1	(Y)es or (N)o The setup of this Indicator is defaulted to the Service Record {PBOP-2} of a Personnel Member for all new appointments and for all new Service Records created for existing Personnel Members. The indicator on the Service Record is used by the salary calculation program when determining the bonus period for the calculation of a Bonus (Calculation Method '2' {FPRG-25}). It is particularly useful when a Personnel Member has a continuous service period with multiple Service Records with a change to employment conditions i.e Part Time employment and the full service period must not be used when determining the period for which a Bonus should be calculated. In order for a pro-rata Bonus to be calculated, the pro-rata indicator on {FPRM-5} must be set to (Y)es All other conditions remain the same when calculating the Bonus.
Post Retirement Appointment	A1	Post Retirement Appointments are exceptional and not normal forms of Appointments. These appointments are when a person has retired and has the opportunity to still work for the institution under the benefits associated with the Appointment type. Y- Yes N- No
Probation Routing Request Type	A4	The Routing Request Type {GROU-1} to be used for Probation Assessments when a staff member is appointed using this Appointment Type. Refer to the Overview of the Probation Process {PAM-5} for more detail.
Appointment Routing Type	A4	An Appointment Routing Type may be linked to an Appointment Type to generate an automated email notification to an employee being appointed to the Appointment Type {PBOP-1} and {PBOP-2} In order for the email notification to be generated, the Routing Type must be defined on Maintain Default Request Information {GROU-1} The following Routing Types are available: PART – Permanent Appointments CART – Contract Appointments TART – Part Time Appointments In addition, an SOD is available ‘AS’ / HR on {GCS2-11} to define the number of days prior to the start date of the appointment, the email notification must be released. This allows for appointments to be captured in advance but the email notification to be held back until X number of days prior to the appointment date.
Resignation Routing Type	A4	A Resignation Routing Type may be linked to an Appointment Type to generate an automated email notification to an employee appointed to the Appointment Type and whose services are being terminated {PBOP-2} In order for the email notification to be generated, the Routing Type must be defined on Maintain Default Request Information {GROU-1} The following Routing Types are available: PRRT – Permanent Resignations CRRT – Contract Resignations TRRT – Part Time Resignations In addition, an SOD is available ‘RS’ / HR on {GCS2-11} to define the number of days prior to the termination date, the email notification must be released. This allows for terminations to be captured in advance but the email notification to be held back until X number of days prior to the termination date.

Example(s): The following is an example of appointment type definitions:

Example(s):

Processing Rules
	No special processing rules.

Date	System Version	By Whom	Job	Description
28-Sep-2006	v01.0.0.0	Charlene van der Schyff	t133233	New manual format.
07-Jun-2007	v01.0.0.0	Frans Pelser	T137726	Add inactive date.
24-Nov-2008	v01.0.0.0	Charlene van der Schyff	t151940	Edit language obtained from proof read language Juliet Gillies, and insert correct image.
28-Jul-2009	v01.0.0.1	Goodman Kabini	t160448	Add the three last statement on the Description of Issue Card Field.
01-Oct-2009	v01.0.0.2	Frans Pelser	t156583	Allow Type (P)ermanent to be (C)laims if SOD "PT" is (Y)es
22-Sep-2014	v03.0.0.0	Allie de Nysschen	t201819	HR Probation system.
14-Oct-2015	v03.0.0.1	Mmasadi Matseke	205389	Add new field 'Direct Senior Required' and change the image.
20-Oct-2015	v04.0.0.0	Frans Pelser	t203015	Defaults for Stats Category and Leave Package
05-May-2017	v04.0.0.1	Sakhile Ntimane	t217412	Exclude for Bonus Calculation?
03-Mar-2020	v04.1.0.0	Kerry-lee Naidoo	t232893	Add new routing fields
24-Jul-2020	v04.1.0.1	Kerry-lee Naidoo	t243064	Enhancement: Include HR for fixed term Appointment Approvals
29-Jun-2023	v04.1.0.2	Allie de Nysschen	t260995	Enhancement: Include TGP development