ESFO 9.2: Recruiting Funnel Assignment Event Status Not Properly Set To Completed Automatically (Doc ID 2108682.1)

Last updated on FEBRUARY 19, 2016

Applies to:

PeopleSoft Enterprise FIN Staffing Front Office - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

ISSUE:

Several issues have been detected when new Assignments are being created for Staffing Orders straight from the Recruiting Funnel functionality. The issues detected would be the ones below listed:

     - Issue #1: When creating Assignments through Recruiting Funnel, clicking on the Assign Event Image takes the User to the Assignment Header page. After successfully creating the Assignment, when returning to the Recruiting Funnel page, it does not auto-populate the status value of the Current Event column with the expected Assign status.
     - Issue #2: Once the Assignment has been created, going back to the PeopleMatch tab, at the Selected Candidates section, the Completed Events column is not displaying the correct number of events, as Assignment Event is not set as Completed automatically.
     - Issue #3: Furthermore, as the Assignment Event is not updated as Completed, its Status still shows as Pending at the Review Agenda/History page when searching for Staffing Orders

This confuses Staffing Users, as they expect that if the Assignment is created straight from the Recruiting Funnel page, all Events should also be set to Completed, and not require any further manual updates.

REPLICATION STEPS:

     - Log into the FSCM Online Application as User ID VP1
     - Navigate to: Set Up Financials/Supply Chain > Install > Installation Options > Staffing
     - At the 'Recruiting Funnel Options' section, make sure to have the below settings:
          - Express Assignment Event = ASGN
          - Hire Event = HIRE
     - Navigate to: Set Up Financials/Supply Chain > Product Related > Staffing > General > Event Lists
     - Open the existing Event ID NURSE under Set ID SHARE
     - Make sure it has all Event Types, including Assignment, and that its Status is Active
     - Navigate to: Staffing > Orders and Assignments > Add/Update Orders
     - Create a new Staffing Order with the below settings at the Order tab:
          - PC Business Unit = US004
          - Branch = CA001
          - Order ID = GCS_ORDER
          - Start Date = January 1st 2015
          - Estimated End Date = December 31st 2015
          - Order Status = Unfilled
          - Sales Operator = VP1
          - Assigned To = VP1
          - Customer ID = 0000050037
          - Order Contact = 0037
          - Event List = NURSE
          - Approval Status = Approved
     - Go to the Resource Request tab, and fill in the below values:
          - Date Opened = Today's Date
          - Requisition Status = Unfilled
          - Job Code = 660005
          - Quantity Requested = 2
     - Save the new transaction
     - Go to the PeopleMatch tab, and at the Selected Candidates section, add Employee ID KUX135
     - Flag the Considering flag for Employee ID KUX135, and save the changes
     - Navigate to: Staffing > Recruiting Funnel > Recruiting Funnel Summaries
     - Open the Staffing Order ID GCS_ORDER just created
     - Select Resource Request Line #1, and click on Event Summary button
     - Select the Event Type Assignment on Line #1, and click on the Show All Candidates button
     - Select the row for Employee ID KUX135, and click on the Mass Update Candidates button
     - Note that at this stage, there are 13 sub-events listed
     - Select the value Completed on Sub Event Status column for the first 12 rows, and click on Save button
     - Back on the Candidate Summary page, confirm that all Events, except Assignment, have been checked
     - Click on the Assign column icon available
     - The system brings the User to the Assignments Header page, where the below steps need to be followed at the Rates section:
          - Bill Rate = Y
          - Default rate = 100.00
          - Target Margin = 20.000
          - Click on Insert Rate button
          - Click on Apply Rate button
          - Click on Apply Margin button
     - Save the changes
     - Navigate to: Staffing > Recruiting Funnel > Recruiting Funnel Summaries
     - Open Staffing Order ID GCS_ORDER
     - Select Resource Request Line #1, and click on Event Summary button
     - Select the Event Type Assignment on Line #1, and click on the Show All Candidates button
     - ISSUE #1: Check the row for Employee ID KUX135, and confirm that the 'Current Event' is Offer Letter, while it should be 'Assign' instead
     - Navigate to: Staffing > Orders and Assignments > Add/Update Orders
     - Open Staffing Order ID GCS_ORDER
     - Go to the PeopleMatch tab
     - ISSUE #2: At the Selected Candidates section, find the row for Employee ID KUX135, and find how the Completed Events column shows a value of 12, while it should be 13 instead.
     - Navigate to: Staffing > Agenda and History > Review Agenda/History
     - Perform a search with the below criteria:
          - Staffing Branch = CA001
          - Order ID = GCS_ORDER
          - Candidate = Employee (KUX135)
          - Search Type = Recruiting Funnel
     - Click on Search button
     - ISSUE #3: The search returns one row for Event Type Assignment, with a Status of Pending, while it should be Assigned/Completed

To gather more information concerning this scenario and its related problem, refer to the available Replication Steps Word Document here linked containing the complete configuration and the replication steps necessary to reproduce the issue.

BUSINESS IMPACT:

The Status of the final Assignment Event related to a Staffing Assignment created via Recruiting Funnel is not properly updated into the Database, being kept as Pending, when the actual status should be Completed instead. This misleads Users in thinking additional steps are needed, while all steps required have been done.

EXPECTED BEHAVIOR:

The Event status should be properly updated once the Assignment is created successfully. Once that is done, all queries, and Agenda/History pages would show the proper and expected values.

 

Cause

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