Quick Reference Card - Basic
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
1
Process: PA20 is used to display information on an employee. Information displayed
includes: Actions, Personal Data, Organizational Assignment, Addresses, Basic Pay,
Residence Status, Additional Personal Data, etc. Access to particular infotypes is based on
security roles.
Role: Personnel Administrator Frequency: When needed
BEGINNING
Does information for an employee need to
be displayed?
Yes
Enter the transaction code PA20
COLLECTIVE SEARCH HELP
Use the Collective Search Help to find the
employee’s record. Double-click on Collective
search help.
Enter the employee’s last name
Click the Continue icon
Double-click on the employee’s name
UK PERSONAL DATA TAB
Click on one of the infotypes to see the
information, then click on the Display icon
Quick Reference Card - Basic
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
2
Actions (0000)
Access multiple records
Information includes: Reason for Action,
Position, Personnel Area, Personnel
Subarea, Employee Group, Employee
Subgroup, Additional Actions, Start Dates.
If more than one record, use the Previous
and Next Record icons to move through
the records.
Personal Data (0002)
Information includes: Title, Last Name,
First Name, Middle Name, Known As,
Suffix, Name, SSN, Birth Date, Marital
Status, Gender
Organizational Assignment (0001)
Information includes: Personnel Area,
Personnel Subarea, Business Area, Cost
Center or Grant, Fund, Functional Area,
Employee Group, Employee Subgroup,
Payroll Area, Contract, Percentage,
Position, Job Key
Addresses (0006)
Access multiple records
Information includes: Permanent
Residence, Forwarding Residence,
Telephone Number, Communication
Contact Numbers, County of Residence,
Mail Code (org unit)
Basic Pay (0008)
Information includes: Salary, Pay Scale
Type, Pay Scale Area, Pay Scale Group,
Capacity Utilized Level (which is FTE),
Work Hours/Period, Annual Salary,
Hourly/Monthly Rate, Amount
Date Specifications (0041)
Information includes: Original Hire Date,
Current Hire Date, Regular Service Date,
Vacation Service Date, Separation Date
Residence Status (0094)
Information includes: I-9 information –
Residence Status, ID Type, Issuing
Authority, ID Number, Issuing Date,
Expiry Date, Work Permit, WP Issuing
Authority, Work Permit Number, WP
Issuing Date, Expiry of WP, I-9 Signature
Date
Additional Personal Data (0077)
Information includes: Ethnic Origin,
Military Status, Veteran Status
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
3
Communication (0105)
Access multiple records
Information includes: Email Address, IRIS
User ID
UK PAYROLL DATA
Addresses (0006)
Access multiple records
Information includes Address type, such
as: Permanent Residence, Forwarding
Residence, Telephone Number,
Communication Contact Numbers, County
of Residence, Mail Code (org unit)
Planned Working Time (0007)
Information includes: Work Schedule
Rule, Time Management Status, Working
Week, Part-time Employee, Employment
Percent (which is FTE), Daily Working
Hours, Weekly Working Hours, Monthly
Working Hours, Annual Working Hours,
Weekly Workdays
Basic Pay (0008)
Information includes: Salary, Pay Scale
Type, Pay Scale Area, Pay Scale Group,
Capacity Utilized Level (which is FTE),
Work Hours/Period, Annual Salary,
Hourly/Monthly Rate, Amount. Buttons
include Salary Amount and Payments &
Deductions.
Bank Details (0009)
Information includes: Bank Details Type,
Payee, Postal Code/City, Bank Country,
Bank Key, Bank Account Number, Bank
Control Key, Payment Method, Purpose,
Payment Currency
Recurring Payments/Deductions
(0014)
Access multiple records
Information includes: Wage Type,
Amount, Number/Unit, Assignment
Number, Reason For Change, Payment
Model, 1
st
Payment Period/1
st
Payment
Date, Interval in Periods, Interval/Unit;
Account Assignment-Business Area, Cost
Center/WBS Element, Order, Cost Object,
Company Code
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
4
Bond Purchases (0103)
Information includes: Bond Series, Bond
Denomination, Bond Purchase ID, Bond
Cost, With Rotating Owner/beneficiary,
Bond Deduction amount, Deduction
Percentage, Bond Deduction WT (Wage
Type), Bond Balance WT, Bond Number
WT, Payment Model, 1
st
Payment Period,
1
st
Payment Date, Interval in Periods,
Interval/Unit
Additional Payments (0015)
Access multiple records
Information includes: Wage Type,
Amount, Number/Unit, Date of Origin,
Default Date, Assignment Number,
Reason for Change; Account Assignment-
Business Area, Cost Center/WBS Element,
Order, Cost Object, Company Code
Residence Tax Area (0207)
Information includes: Resident Tax Area,
Tax Authorities in Area, Tax Exemption
Reason Code
Work Tax Area (0208)
Information includes: Work Tax Area,
Allocation, Tax Authorities in Area, Tax
Exemption Reason Code
Withholding Info W4/W5 US (0210)
Access multiple records
Information includes: Tax Authority, Filing
Status, Tax Level, Exemptions Allowances,
Tax Exempt Indicator, IRS Mandates,
Additional Withholding, EIC Status,
Overrides. Multiple records will exist to
account for Federal and State tax.
Residence Status (0048)
Information includes: Visa Information,
Satz Type, Visa Type, Visa Subtype, Date
of Issue, Expiration Date, Issuing
Authority, Passport Number, Permission
Number, Substantial Presence Test Date
Garnishment Document (0194)
Information includes: Case Number;
Internal Number; Status; Received;
Released; Priority; Jurisdiction; Category;
Vendor-Name, Street, City, Zip Code,
State; Originator-Name, Street, City, Zip
Code, State; Plaintiff; Issue Separate
Check To Vendor; Remittance; Send
Answer; Elapsed Days, Service Charge;
First Reply
Quick Reference Card - Basic
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
5
Garnishment Order (0195)
Information includes: Case Number,
Internal Number, Sequence Number,
Order Type, Rule Non-Exempt, Initial
Balance, Deduction, Limits, Special Rule,
Federal Exempt
Tax Treaty (0556)
Information includes: All information
regarding the tax treaty with the
employee’s country of residence
Payroll Status (0003)
Information includes: Earl.pers. RA date,
Personnel Number Lock, Earliest MD
Change, PDC Recalculation, Initial Input
UK BENEFITS TAB
Family Member/Dependents (0021)
Access multiple records
Information includes: Spouse Information-
Start and To Dates, Last Name, First
Name, Titled, Gender, Birth Date, SSN,
Street, City/State, Zip/Country, Telephone
Number; Dependent information- Start
and To Dates, Last Name, First Name,
Titled, Gender, Birth Date, SSN, Street,
City/State, Zip/Country, Telephone
Number
General Benefits Information (0171)
Information includes: Benefit Area, 1
st
Program Grouping, 2
nd
Program Grouping,
Direct Bill, Workbench, Non-OBRA
Adjustment Reasons (0378)
Access multiple records
Information includes: Benefit Area,
Adjustment Reason
Health Plans (0167)
Access multiple records
Information includes: Plan Data-Benefit
Area, Plan Type, Benefit Plan, Health Plan
Option, Dependent Coverage, Cost Rule
Variant; Administration-Eligible On,
Eligible Override, Participation Date, Type
of Enrollment, Statement Required,
Insurability Proven, End of Grace Period;
Costs-Calculated Costs, Period,
Calculation Date, Deductions Pre-Tax,
Additional Post-Tax, Provider Cost, Imp.
Income, Individual Employee Cots, Period,
Alternative Cost Amt, Cost Bonus;
Dependents- Name, Type of Dependent,
ID Number, Birth Date; Additional Data-
Other Benefits, Additional Provider, Policy
Number
Quick Reference Card - Basic
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
6
Insurance Plans (0168)
Access multiple records
Information includes: Plan Data-Benefit
Area, Plan Type, Benefit Plan, Insurance
Option, Coverage Variant, Cost Rule
Variant; Administration-Eligible on,
Eligible Override, Participation Date, Type
of Enrollment, Statement Required,
Insurability Proven, End of Grace Period;
Insurance Coverage- Benefit Salary,
Calculation Date, Salary Override, Basic
Coverage Amount, Additional Units,
Insurance Coverage, Alternative
Coverage, Costs-Calculated Costs, Period,
Calculation Date, Deductions Pre-Tax,
Credits Allowed, Provider Cost, Individual
Employee Costs, Period, Alternative Cost
Amount, Costs for Bonus; Beneficiaries-
Percent, Beneficiary Name, Type of
Dependents, ID Number, Birth Date
Savings Plans (0169)
Information includes Plan Data-Benefit
Area, Plan Type, Benefit Plan, EE Contr.
Variant, ER Contr. Variant, Vesting Rule,
Investment Group; Administration-Eligible
On, Eligible Override, Participation Date,
Type of Enrollment; Regular
Contributions-Pre-tax Contribution,
Amount, Percentage, Units, Pre-Tax
Rollover, Post-tax Contribution, Amount,
Percentage, Units, Start Post-Tax
Contributions Immediately, Reference
Period for Contributions; Bonus
Contribution- Pre-tax Contribution,
Amount, Percentage, Units, Pre-Tax
Rollover, Post-tax Contribution, Amount,
Percentage, Units, Start Post-Tax
Contributions Immediately; Beneficiaries;
Investments-Percent, Amount,
Investment Text; Additional Data-Pension
Adjustment Data, Account Number,
Pension Adjustment
Flexible Spending Accounts (0170)
Information includes: Plan Data-Benefit
Area, Plan Type, Benefit Plan, Employer
FSA Contribution; Administration-Eligible
On, Eligible Override, Participation Date,
Type of Enrollment; Employee
Contribution-Annual Pre-Tax Contribution
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
7
COBRA-Qualified Beneficiary (0211)
Information includes: Beneficiary, Type of
Person, SSN, Birth Date, COBRA Status,
Reason, Reply Date, Benefit Area, 1
st
Program Grouping, 2
nd
Program Grouping,
State, Event Type, Event occurred, 2
nd
Event, Notification
COBRA Health Plans (0212)
Information includes: Beneficiary, Type of
Person, ID Number, Birth Date, Plan Data-
Benefit Area, Plan Type, Benefit Plan,
Health Plan Option, Dependent Coverage,
Cost Rule Variant; Costs-Period, C)BRA
Costs, Calculation Date; Dependents;
Additional Provider, Policy Number
COBRA Payments (0270)
Information includes: Beneficiary, Type of
Person, SSN, Birth Date, Payment Date,
Payment Amount, Payment Method
Recurring Payments/Deductions
(0014)
Access multiple records
Information includes: Wage Type,
Amount, Number/Unit, Assignment
Number, Reason For Change, Payment
Model, 1
st
Payment Period/1
st
Payment
Date, Interval in Periods, Interval/Unit;
Account Assignment-Business Area, Cost
Center/WBS Element, Order, Cost Object,
Company Code
Additional Payments (0015)
Access multiple records
Information includes: Wage Type,
Amount, Number/Unit, Date of Origin,
Default Date, Assignment Number,
Reason for Change; Account Assignment-
Business Area, Cost Center/WBS Element,
Order, Cost Object, Company Code
Benefits Comments (9001) Information includes: Create On, Text
UK ORGANIZATIONAL DATA TAB
Organizational Assignment (0001)
Information includes: Personal Area,
Personal Subarea, Business Area, Cost
Center or Grant, Fund, Functional Area,
Employee Group, Employee Subgroup,
Payroll Area, Contract, Percentage,
Position, Job Key, Exempt, Personnel
Administrator, Time Administrator, Payroll
Administrator
Monitoring of Tasks (0019)
Information includes: Task Type, Date of
Task, Comments
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
8
Skills (0024)
Information includes: Qualifications,
Potentials, Preferences, Dislikes,
Appraisals Where Appraisee, Appraisals
Where Appraiser, Individual Development,
Development Plan History
Appraisals (0025)
Access multiple records
Information includes: Start and To Dates,
Appraisal Criterion, Weighting, Points,
Total, Total Points, Appraiser, Appraisal
Date
Corporate Function (0034)
Access multiple records
Information includes: Start and To Dates,
Corporate Function, Acquired On Date,
Comments
Company Instructions (0035)
Access multiple records
Information includes: Start and To Dates,
Company Instructions, Received On Date,
Comments
Objects on Loan (0040)
Access multiple records
Information includes: Start and To Dates,
Object on Loan, Number/Unit, Comments
UK TIME DATA TAB
Planned Working Time (0007)
Information includes: Work Schedule
Rule, Time Management Status, Working
Week, Part-time Employee, Employment
Percent (which is FTE), Daily Working
Hours, Weekly Working Hours, Monthly
Working Hours, Annual Working Hours,
Weekly Workdays
Absences (2001)
Information includes: Absence Type,
Time, Absence Hours, Absence Days,
Calendar Days, Payroll Hours, Payroll
Days
Attendances (2002)
Information includes: Attendance Type,
Time, Attendance Hours, Attendance
Days, Calendar Days, Payroll Hours,
Payroll Days, Overtime Compensation
Type, Eval. Type Atts/Abs
Overtime (2005)
Information includes: Overtime Time,
Overtime Hours, Overtime Compensation
Type
Display Absence Quotas (2006)
Information includes: Quota Type, Quota
Text, Number, Valid From, End Date
Quick Reference Card - Basic
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
9
Quota Corrections (2013)
Information includes: Absence Quota
Type, Quota Number,
Increase/Reduce/Replace, Change
Transfer Time
Time Quota Compensation (0416) Information includes: Subtype
UK TAXES TAB
Residence Tax Area (0207)
Information includes: Resident Tax Area,
Tax Authorities in Area, Tax Exemption
Reason Code
Work Tax Area (0208)
Information includes: Work Tax Area,
Allocation, Tax Authorities in Area, Tax
Exemption Reason Code
Withholding Info W4/W5 US (0210)
Information includes: Tax Authority, Filing
Status, Tax Level, Exemptions Allowances,
Tax Exempt Indicator, IRS Mandates,
Additional Withholding, EIC Status,
Overrides
Add. Withh. Info. US (0234)
Information includes: Overrides,
Additional Withholding Tax
Other Taxes US (0235)
Information includes: Tax Authority, Tax
Level, Other Taxes, Exemption Reason
Code
IRS Limits USA (0161)
Information includes: Start and To dates,
Tax Authority, Filing Status, Tax Level,
Number of Allowances
HOSPITAL TAB
Shift Differential Codes (9000)
Information includes: Shift Differential
Codes (MD – Market, NA – Nurse Adv, PR
– Pool Rate, MS – Med Surg, SP – Spec
Prog, CH – Charge, HD – Hazardous
Hospital Salary (9002)
Information includes: Employee
Experience As Of Month/Year, Education
(for nurses only)
Skills (0024)
Information includes Qualifications,
Potentials, Preferences, Dislikes,
Appraisals where Appraisee, Appraisals
Where Appraiser, Individual Development,
Development Plan History
FACULTY TAB
Quick Reference Card - Basic
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The following tools to help you are on the myHelp website.
Course Material z Transaction Procedures z Transaction Simulations z Online Feedback Form
http://myhelp.uky.edu/
1
Admin Faculty FES CD Control (9007)
Information includes: Faculty Payroll
Distribution
Primary Academic Appointment (9008)
Information includes: Academic Home
College, Academic Home Unit, CIP Code,
Appointment Begin, Appointment End,
Title Series, Rank, Rank Date, Tenure
Status
Administrative Appointment (9009)
Information includes: Appointment Type
Code, Official Title, Appointment Unit,
Acting Status, Appointment Begin,
Appointment End, Faculty Database POS
ID
Tenure and Initial Assignment (9010)
Information includes: Initial FT Faculty
Date, Initial PT Faculty Date, Tenure End
of Probation Date, Tenure Date, Tenure
Denied Date
Contract Elements (0016) Information includes: Contract Type
