Worker History (or How to Check on Transaction Status)

Overview

Worker History is a helpful tool for checking on the status of a transaction. It is a list of all the transactions that have been submitted on an employee in PeopleSync.

Worker History is only visible to those with roles in PeopleSync such as HR Partner, HR Analyst, etc.

This transaction history can help you determine:

• What changes were made to the employee’s record?
• Who completed the change? Who initiated and who approved?
• When did these actions take place?
• The status of transactions (In Progress, Awaiting Action, Successfully Completed)?

Steps

You can view the worker history as one main list or view it by category.

1. Navigate to the employee record.
2. Click Job on the left side menu.
3. Click Worker History.

Below is sample Worker History for Pam Doe:

Business Process	Effective Date	Initiated On	Due Date	Completed On	Status	Assigned To
Propose Compensation: Does, Pam	9/1/2019	8/15/2019	8/17/19	8/29/2019	Successfully Completed
Assign Organizations: Doe, Pam	9/1/2019	8/15/2019	8/17/19	8/29/2019	Successfully Completed
Hire: Doe, Pam	9/1/2019	8/15/2019	8/17/19	8/29/2019	Successfully Completed

4. To view this list by category click on the button, View Worker History by Category

Click on a tab to view transactions by these categories:

Academic	Contains information specific to Full-Time Faculty employees, such as current and historical Academic Appointments.
Staffing	Contains staffing transactions such as Hire, Add Job, Change Job and Edit Job or Position, End Job or Termination.
Organization	Contains changes to organization assignments such as default costing, TSA/TOA, compensation type, FERPA etc.
Personal Data	Contains changes to personal data such as gender, race, contact information. Includes I-9 transactions.
Compensation	Salary and/or hourly compensation transactions and/ or activity pay.
Goals and Review	Contains changes to goals and performance evaluations.
Benefits	Contains changes to an employee’s retirement savings elections.
Time Off and Leave	Contains change to time off such as requests for absences and leave information.
Payroll	Contains costing allocation and payroll information.

5. To drill down further into the history of a specific transaction click on the link in the Business Process column.

a. Click on the business process to get more information on that transaction.

b. Once you click on this link you will arrive on the View Event page.

c. Next click on the Process Tab.

You will see the following columns:

• • Process – This is the name of the process or transaction. For example: Hire, Job Change, Request Compensation Change.
  • Step – Many transactions are made up of multiple steps. This column indicates the specific step. For example, the Process is Hire, the first step or page in that transaction is Personal Information Change.
  • Status – This is an important field as it reflects whether a transaction is still pending or is “successfully completed”.
  • Completed On – This indicates when the step occurred or action took place.
  • Due Date
  • Person – This is another important field as it indicates who actioned on the transaction or (if the transaction is pending) who currently has the transaction in their inbox. 
  • Comment – Those involved in a transaction (such as HR Analyst, HR Partner and Finance Executive) can write comments. These are visible to all involved.

d. Here’s a sample process for an Edit Position submitted for employee Kate Doe by HR Analyst Jill Demo.

View Event Edit Position: Doe, Kate

Overall Process: Edit Position: Doe, Kate

Overall Status: Successfully Completed

Due Date: 2/15/2019

Process History

Process	Step	Status	Completed On	Due Date	Person	Comment
Edit Position	Edit Position	Step Completed	2/8/2019	2/15/2019	Demo, Jill
Request Compensation	Request Compensation	Step Completed	2/8/2019		Demo, Jill	1.5% increase in comp
Assign Pay Group	Assign Pay Group	Automatic Complete	2/8/2019
Edit Position	Consolidated Approval by HR Partner	Approved	2/9/2019		Demo, Matt
Edit Position	Consolidated Approval by Finance Executive	Approved	2/10/2019		Demo, Jacob

• In this example, Jill is an HR Analyst. She submitted the Edit Position on Kate’s record on 2/8.
• A step in this transaction was Request Compensation Change. Jill edited the salary (and included a Comment which the approvers will be able to see).
• The system completed the next step, Assign Pay Group, automatically. (Refer to the Pay Group tip sheet. Some steps such as this are configured to complete automatically for you.)
• Matt, the HR Partner approved the transaction on 2/9.
• The Finance Exec, Jacob approved the transaction on 2/10.

e. Note on rows marked “Not Required”. You will see many rows with the status: Not Required. When you initiate a transaction the system determines which steps to include based on a number of factors.

For example, in the above scenario Ann is paid via Salary (or an Hourly Plan) therefore the transaction included a Request Compensation page allowing the HR Analyst the opportunity review and edit the amount. 

However if Ann were paid via activity pay, this step would be marked Not Required since it is not applicable.

---

Last updated in May 2021