DCPDS DRAFT Atch 8 - CSU Desk Guide V32 1.pdf

The Customer Support Unit (CSU) Application for CSU Staffs, Managers, Supervisors, Administrative Officers, Resource Managers, Personnel Liaisons, and Training Coordinators

December 2010

Version 32.1

Attachment 8

DRAFT

(DCPDS Help Desk address information on this page)

Please send comments or suggestions about this Desk Guide to:

Defense Civilian Personnel Data System (DCPDS) Help Desk 1777 N.E. Loop 410, Suite 300 San Antonio, TX 78217-5216

Email: helpdesk@dcpds.cpms.osd.mil

TABLE OF CONTENTS

Customer Support Unit (CSU) Application Logging into the CSU Application Logging into the CSU Application Using RSO Obtaining Data on One Employee More on Queries Reports The Display Screens Index to CSU Application Data Appendix A CSU Screen Definitions CSU Logon Screen DCPDS Portal Page CSU Options Screen Main (CSU TITLE) Application Screen Repetitive Headers on Displayed Views Army Position Screen Leave Data Screen Leave (2) Data Screen Leave Data (ITALY) Screen Position Data (SCREEN 1) Display Position Data (SCREEN 2) Display Position Data (SCREEN 3) Display Position Data (DLA UNIQUE) Screen Position Data (DEMO INFO) Screen Position Data (NAF INFO) Screen Position Data (AF AUTH) Screen Position Data (ARMY LN DATA) Screen Position Data (LN DATA) Screen Position Data (MED SPEC CD) Screen Resource Data Screen Resource Data (OTHER PAY DATA) Screen Resource Data (BENEFITS PAY) Screen Retained Data Screen Acquisition Data Screen Acquisition Data (SCREEN 2) Display Awards Data Screen Awards Data (NAF) Screen Awards Data (NAF Incentive Awards) Screen Education Data Screen Education Data (DoDEA) Screen NAF Appraisal Data Screen Employee CCAS INFO Screen Naval Warfare Labs Screen

China Lake DEMO Information Screen Appraisal Data Screen (1) Appraisal Data Screen (2) Career Program Data Screen Training History Screen Training (HISTORY) Screen Training (AGR TRAINING) Screen Language Data Screen Army DEMO Screen Navy Lab DEMO Screen DEMO Appraisal Screen Basic Employee Information Screen Basic Employee Information (PAY DATA) Screen Basic Employee Information (TEMP PROM DATA) Screen Basic Employee Information (SECURITY CLEARANCE) Screen Basic Employee Information (ADDRESS) Screen Basic Employee Information (CITIZENSHIP) Screen Basic Employee Information (WORK) Screen Basic Employee Information (PERSONAL) Screen Basic Employee Information (NSPS INFO) Screen Basic Employee Information (ALT PERSONNEL SYSTEM INFO) Screen Basic Employee Information (EMERGENCY) Screen Benefits Data Screen Benefits Data (PROJECTED) Screen Benefits Data (NAF AF) Screen Detail Data Screen US Forces Japan Basic Employee INFO Screen Local National Basic INFO Data Screen Local National Basic INFO Data (AR WORK COUNCIL) Screen Local National Basic INFO Data (HANDICAP) Screen Local National Basic Info Data (ARMY KOREA) Screen Military Data Screen US/LN Mobilization/Emergency/Essential Screen Performance Improvement/Disciplinary Screen RIF Data Screen RIF (WORK DATA) Screen Suspense Data Screen Suspense Data (ARMY BELGIUM) Screen Supplemental Pay Screen Supplemental Pay (ENTITLEMENT) Screen Supplemental Pay (ITALY) Screen Supplemental Pay (KOREA) Screen Supplemental Pay (BELGIUM) Screen Title 38 Pay Screen AGR AF Screen AGR Army Screen

NG Other Screen Appendix B CSU Reports Guide Main (CSU TITLE) Application Screen Reports Menu Help Alpha Roster Appraisals Report Awards Bargaining Unit Birthday List Employee Roster Environmental Differential/Haz Duty Pay LN Awards Gains to Serviced Organization Leave Report Organizational Roster Organizational Roster/Corp Personnel/Position Roster Retained Pay/Grade/Special Pay Security Roster Supervisor Ratio by Organization Supplemental Pay (Local Nationals Only) Suspense Action Report Vacancy Report Within Grade Increase Due List Open Status Detail Report (Productivity) Form 75 (Columns Shown on the Left Side of Report First) Refresh Report Appendix C CSU Data Elements Appendix D Schema Changes for CATS EUL

Customer Support Unit (CSU) Application

Contents This section covers the following topics:

Topic See Page Logging into the CSU Application 6 Logging into the CSU Application Using Reduced Sign-on (RSO) 8 Obtaining Data on One Employee 12 More on Queries 16 Reports 17 The Display Screens 19 Index to CSU Application Data 21

Description The Customer Support Unit (CSU) Application provides civilian personnel data to supervisors and managers at their desktop workstations. It eliminates the need to call the civilian personnel office.

• The data comes from the main civilian personnel Defense Civilian

Personnel Data System (DCPDS) database and is not more than one day old.

• Civilian Personnel Management Service (CPMS) business rules are applied to the DCPDS data prior to updating the CSU database.

• Additional data (payroll and leave) comes from the Defense Finance and Accounting Service (DFAS) payroll system and is updated each pay period (every two weeks). This data is first updated in DCPDS and is then transferred into the CSU.

• CSU Application users are given access to records of the employees in their organization only.

• The data in the CSU Application is the same data that is used when creating or running reports using the Oracle Discoverer Application, which is the ad hoc query and reporting tool used with the CSU.

• The CSU Application is a custom web-based application built using Oracle Forms & Reports, Version 6.5.

Logging into the CSU Application

Logging In Procedures for logging into the CSU may vary. Follow your local logon instructions if they vary from the following.

Step Action 1 Double-click the CSU icon from your workstation’s desktop. You will receive the DoD

Notice and Consent Banner screen.

Click <OK> on the DoD Notice and Consent Banner screen to go to the logon screen.

2 On the logon screen, type your username, then [Tab] (or use your mouse) to the password field and type your password. The Information Systems Division establishes your username and password. Username and password will be different for the CSU Application and for

DCPDS.

3 If indicated on your local user information, [Tab] (or use your mouse) to move to the database field and type the database name provided with your logon instructions.

4 Click on the <Connect> button or push the [Enter] key to connect.

Logging into the CSU Application Using RSO

Logging In Using RSO

CSU Reduced Sign-on (RSO) Log-in is designed to allow Human Resources (HR)/My Biz/My Workplace users easier access to their CSU application through the DCPDS Portal Page. Access using RSO will only be available to Components who have implemented the DCPDS Portal.

In order to access the CSU application through RSO, users must have a valid HR account. With a valid account, the user can then register to the HR/My Biz/My Workplace application through the RSO HR user registration process.

The steps below explain how the log-in process works through the DCPDS Portal Page using RSO to access the DCPDS CSU application as a registered HR user.

If first-time RSO HR user registration is necessary, please reference existing RSO User Guide documentation and follow steps as defined for that process.

If you cannot access the application due to errors and/or if HR registration is required, and you cannot complete, contact your Help Desk for assistance by following the instructions listed on the DCPDS Portal screen, under Reporting Problems, Contact List.

1 Log in to your DCPDS Portal Page account at: Https://COMPO.dcpds.cpms.osd.mil. Note:

Ensure your Common Access Card (CAC) is inserted in your CAC reader.

2 Review Department of Defense (DoD) Notice and Consent Banner and select the OK button to continue.

Note: After selecting the OK button, the DCPDS Portal page displays.

3 Select the Login button in the Common Access Card (CAC) Access region of the DCPDS

Portal screen.

4 Choose your non-email certificate at the Choose a Digital Certificate screen and select the OK button. Note: Always select the non-email certificate.

5 Select Add Additional Application/Databases on the Accessing Your Database screen.

6 Enter your CSU Username & Password in the CSU Regions Association section of the Validating screen and select Submit to validate your CSU account.

Note: If the CSU user has an account in only one region, the account validation is performed against the default region. If no errors are encountered, the CSU user is directed to the first screen of the CSU application, the CSU Options screen.

7 Select a CSU database from drop-down menu if CSU user account exists in multiple regions on the Link Your DCPDS Portal Account to Your CSU Application screen and select the Link button to access this region’s CSU Options screen.

Note: At next log-in, users will be able to access their CSU accounts by simply selecting the CSU Region link from the Accessing Your Database screen (“linked” databases shown in screen below). This screen shows in the background simultaneously along with the CSU Options screen.

Changing your Password

Passwords must be changed every 90 days. Minimum password length will be eight characters. Passwords must begin with an alphabetic character.

Passwords must contain at least one numeric character. Passwords must contain at least one special character from the list below.

1) $ (Dollar Sign)

2) # (Number Sign)

3) _ (Underscore)

REMEMBER YOUR NEW PASSWORD, and use it next time you log in to the CSU. If you forget your password, or it expires, contact the designated person at your installation’s civilian personnel office.

Exiting from

CSU

• Click once on the <Exit> block of the main menu.

• This will disconnect you from the CSU server and return you to your normal Windows desktop.

Obtaining Data on One Employee

Employee Information

Follow these steps to find and display data about one employee.

From the main menu of the CSU TITLE Screen (below), click on a button:

On this “Display” screen click on the <Basic> button – or any other gray button for the specific information you are seeking. This brings up the selected data screen. At that point the screen will contain no data (until you retrieve an employee record, procedure described next).

How to Locate a Screen to View Specific Data

The “Displays” menu consists of buttons that lead to screens of data, grouped into seven major categories:

• Human Resource Management (HRM)

• Civilian Career Brief (CAR BRF)

• Personnel Processing (PERS PROC)

• Demonstration Project (DEMO)

• National Guard (NG)

• Reports

• System Administration

These major categories are further divided into sub-categories such as benefits, education, training, suspense, etc. You can click on any of the display screen buttons if you know which screen you want to view.

• The general contents of the screens are described in the Display Screens section.

• The appendix, Index to CSU Application Data, beginning on page 21, is a list of commonly used data fields in the CSU Application that can be used to assist in locating specific data on the screens.

Description of Data Screens

Each data screen has the same header information at the top (employee name, social security number [SSN], position title, etc.)

Blue fields indicate that there is a pop-up window associated with that field--either a translation of the code value contained in the field, or a listing of the values applicable to that field.

How to Retrieve an Employee’s Record

Follow these steps to retrieve an employee’s record and populate the data fields on the screen:

1 Type in part of the employee’s last name followed by a percent sign (%) in the employee name block at the top of the screen (this is not case sensitive – you can use Smith, smith, or SMITH).

2 Click on the <Execute Query> selection on the top menu.

For example, to find the record for an employee named Michael R. Jones, you could type JONES% or JON% or JONES M%, then click <Execute Query>.

• The computer will identify all employees whose name begins with the letters you typed, and display these records one at a time.

3 If the displayed record is not the one you wanted (that is, there is more than one employee whose name starts with the letters you entered), click <Next> on the top line menu, or use the down-arrow key on your keyboard to page through the selected records until you get the one you want.

• Click on <Previous> on the top line menu (or use the up-arrow key) to return to a previously displayed record.

Finding an Employee’s Record by

SSAN

You can also find an employee by social security number (SSN), if known.

Click on the SSN block, then type the SSN and click <Execute Query>, as above.

Displaying Other Screens

Follow these steps to display other screens of data once you have retrieved the employee record:

1 Click <Screens> on the top line menu.

2 Click on the category desired (Human Resource Management, Civilian Career Brief, or

Personnel Processing).

3 Click on the specific screen within that category.

Retrieving a Different Record

Follow these steps to retrieve and view the record of a different employee:

1 Click <Query> on the top line menu.

2 Click <Enter Query>. This removes the current record(s).

3 Type in a last name, or part of a last name, in the employee name block, followed by the percent sign.

4 Click on <Execute Query>. This will display the record(s) of those employees whose name matches the letters you typed. Use the <Next> and <Previous> menu selections to page through the records if needed.

Exiting from the Display Screens

When you are done viewing the screen(s), either click <Action> on the top line menu, and then click <Exit> or use the close window button (X) located in the upper right hand corner of the application window.

More on Queries

Purpose Besides pulling up records of specific employees by name, you can create

“queries” using the display screens to find employees who meet certain criteria. For example, you can enter a query to find which employees in your organization are part time (this will be used in the following instructions).

Once your query is executed, you will have access to the set of records of employees who meet your criteria.

How to Create a Query

Follow these steps to build a query that will identify a group of employees who meet certain criteria:

1 Navigate to the screen containing the data field(s) on which you want to base your query. If you are not sure where to find the data field you are interested in, use the appendix, Index to CSU Application Data, beginning on page 21.

• Example: for finding part time employees, go to the <Basic>” screen since this screen contains a field labeled <TYPE OF EMPL> which shows whether employees are full time, part time, etc.

2 If you currently have a record on your screen, the old query needs to be cleared (if you don’t have a record on your screen you can skip this step).

• Click on the <Query> menu at the top of the screen and then click on <Enter Query>.

This will erase the current record and allow you to enter a new query.

3 Click on the blue data field next to <TYPE OF EMPL> to bring up the table of values associated with this field.

4 Click on the value for which you want to seek. In our example, click on “Part time employee in pay status,” then click <OK>.

This will return you to the display screen. Insert the selected code value (in this case, 2) into the field.

Note: Different fields take different types of entries. Not all fields have tables of values associated with them. Some will require you to enter text. Date fields will require a query based on a date. For instance, to look for employees who are due a within-grade increase between 1 Apr 2000 and 30 Jun 2000, you would enter “#between 01-Apr-2000 and 30-Jun- 2000” in the field labeled <DT WGI DUE>. Click on <Help> at the top of the screen, then select <Query Examples>” to get examples of various ways to construct queries.

5 Click on <Execute Query> at the top of the screen to process the query.

• It can take time to process your request, particularly if you have access to a large number of records. Be patient! The screen will indicate “Working...” in the lower left corner while your request is processing.

6 Once your query is completed, you will have access to the set of records that match your criteria.

• If there are no records that met the criteria, there will be a message at the bottom left of the screen saying, “Query caused no records to be retrieved. Re-enter.”

• If there is more than one record, there will be a small arrowhead pointing down at the bottom of the screen.

• Selected records are in alphabetical order.

• To move from record to record, use the <Next> and <Previous> menu selections at the top of the screen.

• You can also use the <Record> menu to move to the first or last record or to a specific record number.

• The <Count> indicator at the bottom of the screen shows what record number you are currently displaying, and will indicate the total number of records selected if you move to the last record.

7 When you are done with the query, click <Action> on the top line menu, and select <Exit> to return to the Display screen menu.

8 If you want to process another query, click on the <Query> menu and select <Enter Query> and follow the same procedures as above.

Reports

Purpose The <Reports> button in CSU Application allows you to generate a variety of “canned” reports about your workforce, such as an alpha roster, awards report, or a suspense action report.

• Discoverer (a separate application) is a query and reporting tool used to create and/or run ad hoc or specialized reports from the DCPDS database.

Contact your Help Desk for more information about this application.

- If you use Discoverer, all of the reports on the CSU Reports Menu are now available using the Discoverer tool.

- If you use another component unique retrieval system, the reports can also be made available through that system.

How to Run a Report

Follow these steps to run a report in CSU Application:

1 Click the <Reports> button on the CSU Application main menu.

2 Click on the report you want to run to highlight it; use the scroll bar at the right side of the screen to see the entire list (listed alphabetically by report name).

3 Click on <Process> to generate the report.

It may take a few moments for the request to compile; be patient! The report will display on your screen in “preview” mode.

4 Once the report appears in the previewer, you can view it on screen using the <Next> and <Previous> buttons and the scroll bars to move around the report.

5 To print the report, click the <Print> button on the upper right of the screen to display the Print menu, complete any parameters desired, then click <OK> on the Print menu.

7 When you’re done with the report, click the <Close> button at the top right of the screen to exit the previewer.

8 Click <Exit> on the “Reports” screen to return to the CSU Application main menu.

9 <Export> provides a text-only copy of the selected report.

Sorting a report

Follow these steps to sort a report by a particular item, for example, alphabetically or by organization:

1 From the Reports menu, click on the report you want to run.

2 Click the <Sort> button at the bottom of the screen.

3 For each sort field, type in a number in the “Seq” block next to the desired sort field (starting with 1 for the first sort). Then type an “X” in either the “Asc” or “Des” block depending if you want the sort to be ascending (low to high, A to Z) or descending (high to low, Z to A).

4 Click <OK>, then process the report as above.

Selecting certain records

Follow these steps to restrict your report to only certain records (e.g., just one organizational segment):

1 From the Reports menu, click on the report you want to run.

2 Click the <Items> button at the bottom of the screen.

3 Enter a value in the “Specific Items” block next to the field you want to use to restrict the report.

• For example, enter GS in the PP (pay plan) block to limit your report to GS employees only. You can also enter a range (from-to) of values; for example, you could enter 09 in the “From” block and 12 in the “To” block of the “Grade” field to restrict your report to employees in grades 09 through 12.

4 Click <OK>, process the report as above.

The Display Screens

Purpose The contents of the over 35 display screens are summarized below, grouped into the five major categories just as they appear on the “Displays” menu screen.

Also, the Index to CSU Application Data, beginning on page 21, contains a list of commonly used personnel data items and indicates on which screens the piece of information is located.

Human Resource Management

The Human Resource Management category contains the following screens:

Screen Description

Army Position

Position data unique to Army employees, such as AMS code, TDA paragraph and line number, cost center, and APC code.

Leave The employee’s current leave balances for annual and sick leave, use or lose leave, and other leave information. This data is current as of the last pay period and comes from DFAS payroll records. Activities not on the automated DFAS payroll interface will not have this data.

Position 1 Position control and manning data, including supervisory level, position sensitivity, bargaining unit, duty station, and other position-related data. Use the scroll bar at the right of the screen to see more of the screen.

Resource Payroll data for the employee, arranged by pay period. Click on the blue “Other Pay” field to get a breakdown of various types of pay received by the employee, and click on the blue “Benefits” field for a particular pay period to see the employer’s payments for TSP, life insurance (FEGLI), health insurance (FEHB), and retirement (CSRS or FERS). This data comes from DFAS payroll records and is updated each pay period. Activities not on the automated DFAS payroll interface will not have this data.

Retained Data related to employees on retained grade.

Civilian Career Brief / DEMO Project

The Civilian Career Brief / DEMO Project category contains the following screens:

Acquisition Acquisition data for employees in acquisition workforce positions (procurement, contracting, etc.).

Appraisal Current and last three performance ratings and next rating due date.

Awards Information on the awards received, showing type of award, amount, and date.

Career Career program information pertaining to the employee’s current position and previous career program registrations in past positions.

Education Degrees, educational programs, schools attended, and major fields of study. Use the left-right scroll bar under the “Educ Lvl” section to display additional information pertaining to each educational endeavor. Also contains foreign language skills and occupational certifications.

Training Information on the training courses completed by the employee. The basic screen contains the course title, ending date, and hours; additional information about the course is available by clicking on one of the blocks pertaining to the course, then clicking the <History> button at the bottom of the screen.

NAF

Appraisal Appraisal information on Non-Appropriated Fund (NAF) personnel.

Language /Japan Language test information for Japan AF and Navy personnel.

DEMO Project The DEMO Project category contains the following screens:

CCAS Info Salary and appraisal information for DEMO project employees using CCAS.

Army DEMO Pay increase data for employees in Army DEMO projects.

NV

Warfare Data for employees in Navy Warfare DEMO projects.

NRL

DEMO Data for employees in Navy Research Lab DEMO projects.

China Lake Data for employees in the Navy China Lake DEMO project.

DEMO

Appraisal Performance appraisal information for employees in various DEMO projects.

Personnel Processing

The Personnel Processing category contains the following screens:

Basic Commonly used data about the employee, such as PD number, pay data, address, type of appointment, veterans preference, and security clearance.

Benefits Health and life insurance, thrift savings (TSP), and retirement information. Use the <Projected> button at the bottom of the screen to view data on pending changes to benefits (e.g., if the employee is changing TSP elections).

Detail Information pertaining to employees who are detailed to a position other than their permanent position.

Japan Information on Japanese local national employees (indirect hires).

LN Basic Information on local national employees (overseas areas).

Military Military service, reserve status, veterans status, veterans preference.

Mob/Emr/ Ess

Mobilization requirements and emergency essential information (relating to overseas positions or positions that would be transferred overseas during a crisis situation or which requires the incumbent to deploy or perform temporary duty assignments overseas during a crisis in support of a military operation).

Perf/Disc Disciplinary actions taken, and performance improvement plans resulting from disciplinary actions.

RIF Information pertaining to an employee’s tenure and retention standing, such as veterans preference, service computation date, competitive level, tenure, subgroup, and performance ratings. Use the scroll bar by the performance ratings area to view older performance ratings.

Supp Pay Supplemental pay data when applicable. Also contains information on pay in Italy, Belgium, and Korea.

Suspense Due dates for a variety of personnel actions, such as within-grade increases, appointment expiration (temporary employees), leave without pay, retained grade, temporary promotion, details, probationary periods, and benefit election suspense. Use the scroll bar at the right of the screen to view more data.

Title 38 Information on special pay entitlement for Doctors (MD), Dentists (DDs), and Nurses.

National Guard The National Guard category contains the following screens:

AGR AF Information pertaining to Air Force AGR personnel.

AGR Army Information pertaining to Army AGR personnel.

NG Other Miscellaneous National Guard information.

Index to CSU Application Data

Purpose The following index contains a description of many of the commonly used data fields in the CSU Application.

• The “category” column indicates in which group of screens the data can be found in (HRM; CAR BRF; DEMO; and PERS PROC).

• The “screen” column indicates the actual screen containing the data.

• This is not an exhaustive list.

• Some entries appear on more than one screen.

DESCRIPTION CATEGORY SCREEN TAB

Academic Data CAR BRF Education Accounting Data HRM Army Position Accounting Process Code HRM Army Position Accrued Leave HRM Leave Leave Acquisition Data CAR BRF Acquisition Acquisition 1 Acquisition Position Career Category HRM Position Screen 2 Activity (UIC) HRM Position Screen 1 Address PERS PROC Basic Address Adjusted Service Comp Date (SCD) PERS PROC RIF RIF Administratively Uncontrollable Overtime Pay HRM Resource Adverse Actions PERS PROC Perf/Disc Age PERS PROC Benefits Current Agency HRM Position Screen 1 AMS Code HRM Army Position Annual Leave HRM Leave Leave Annuitant Indicator PERS PROC Basic

Annuitant Indicator PERS PROC Military Annuitant Status PERS PROC Benefits APC Code HRM Army Position Appointing Authority PERS PROC Basic Basic Appointment Expiration PERS PROC Suspense Suspense Appointment Type PERS PROC Basic Appraisals CAR BRF Appraisal Appraisal Data (DEMO projects) CAR BRF DEMO Project Army DEMO Project Information CAR BRF DEMO Project Assessment Score CAR BRF DEMO Project Authority Code PERS PROC Basic Basic Awards Data CAR BRF Awards Balance (Leave) HRM Leave Bargaining Unit (BUS) PERS PROC Basic Basic Bargaining Unit Status (BUS) HRM Position Screen 1 Basic Pay PERS PROC Basic Pay Data Belgium Pay Data PERS PROC Supp Pay Belgium Benefits HRM Resource Benefits Pay Career Field ID CAR BRF Career Career Program HRM Position Screen 2 Career Program Data CAR BRF Career CCAS Info CAR BRF DEMO Project Certifications (Occupational) CAR BRF Education China Lake DEMO Project Data CAR BRF DEMO Project Citizenship PERS PROC Basic Citizenship Civil Service Retirement System (CSRS) PERS PROC Benefits Current Civilian Position Control Number PERS PROC Basic Basic Civilian Position Control Number (CPCN) HRM Position Screen 1 Clearance Requirement (Security) HRM Position Screen 1 College Attended CAR BRF Education Comp Time HRM Leave Leave Competitive Level (RIF) PERS PROC RIF RIF Competitive Level (RIF) HRM Position Screen 2 Comptroller Area HRM Army Position Contracting (Acquisition Position) CAR BRF Acquisition Cost of Leave HRM Leave Acquisition 1 Courses (Training) CAR BRF Training CPCN HRM Position Screen 1 CPCN (Civilian Posn Control Number) PERS PROC Basic Basic Credit Hours (Education) CAR BRF Education Creditable Military Service PERS PROC Benefits Current Creditable Military Service PERS PROC Military CSRS (Retirement) PERS PROC Benefits Current CSRS Employer Contribution (Retirement) HRM Resource Benefits Pay Date Appointment Expires PERS PROC Suspense Suspense Date Career Conversion Due PERS PROC Suspense Suspense Date Detail Ends PERS PROC Suspense Suspense Date Eligible for TSP PERS PROC Benefits Current Date FEHB Election Expires PERS PROC Suspense Suspense Date Last Equivalent Increase PERS PROC Suspense Date Last Promoted PERS PROC Basic Basic Date LWOP Expires PERS PROC Suspense Suspense Date of Birth (Personal Data) PERS PROC Basic Personal Date of Birth PERS PROC Benefits Current Date Overseas Tour Expires PERS PROC Suspense Suspense Date Appraisal Period Ends CAR BRF Appraisal Date Appraisal Period Ends PERS PROC Suspense Date Position Description Classified HRM Position Screen 1

Date Probation Ends PERS PROC Suspense Suspense Date Residence Permit Expires (LN) PERS PROC Suspense Suspense Date Retained Grade Ends HRM Retained Date Retained Grade Ends PERS PROC Suspense Suspense Date Service Agreement Ends PERS PROC Suspense Suspense Date Start Agency PERS PROC Basic Basic Date Supervisory Probation Ends PERS PROC Suspense Suspense Date Temporary Promotion Expires PERS PROC Suspense Suspense Date Temporary Reassignment Expires PERS PROC Suspense Suspense Date Trainee Promotion Due PERS PROC Suspense Suspense Date Travel Agreement Expires PERS PROC Suspense Suspense Date VRA Conversion Due PERS PROC Suspense Suspense Date Within Grade Increase (WGI) Due PERS PROC Suspense Suspense Date Within Grade Increase (WGI) Due PERS PROC Basic Basic Date Work Permit Expires (LN) PERS PROC Suspense Suspense DEMO Appraisal Data CAR BRF DEMO Appr Dependents PERS PROC Suspense Suspense Detail Data PERS PROC Detail Disability (Handicap) PERS PROC RIF RIF Disciplinary Actions PERS PROC Perf/Disc Discipline (Education) CAR BRF Education DoDEA Teacher Certification CAR BRF Education DoDEA Drug Test Requirement HRM Position Screen 1 Duty Location PERS PROC RIF RIF Duty Station HRM Position Screen 1 Duty Status PERS PROC Basic Basic Duty Status PERS PROC RIF RIF Education CAR BRF CAR BRF Education Education Level PERS PROC CAR BRF Education Emergency Essential HRM Position Screen 1 Emergency Essential PERS PROC Mob/Emr/Ess Employee Name ALL All Environmental Differential Pay (EDP) HRM Resource Other Pay Data Environmental Differential Pay (EDP) HRM Position Screen 2 Essential Employees PERS PROC Mob/Emr/Ess Fair Labor Standards Act (FLSA) HRM Position Screen 1 Family Member Preference PERS PROC Basic Basic Family Members PERS PROC Mob/Emr/Ess

Federal Empl Group Life Ins (FEGLI) PERS PROC Benefits Current, Projected

Federal Empl Health Benefits (FEHB) PERS PROC Benefits Current, Projected

Federal Empl Retirement System (FERS) PERS PROC Benefits Current

FEGLI (Life Insurance) PERS PROC Benefits Current, Projected

FEGLI (Projected) PERS PROC Benefits Projected FEGLI (Employer Contribution) HRM Resource Benefits Pay

FEHB (Health Insurance) PERS PROC Benefits Current, Projected

FEHB (Projected) PERS PROC Benefits Projected FEHB Employer Contribution HRM Resource Benefits Pay FERS (Retirement) PERS PROC Benefits Current FERS Employer Contribution (Retirement) HRM Resource Benefits Pay Field of Study CAR BRF Education FLSA HRM Position Screen 1 Foreign Language Skills CAR BRF Education Foreign National Employees PERS PROC LN Basic Basic Frozen Service PERS PROC Benefits Current

Frozen Service PERS PROC Military Functional Class (Sci/Engr) HRM Position Screen 1 Gender PERS PROC Basic Personal Grade ALL All Handicap PERS PROC RIF RIF Hazardous Duty Pay HRM Resource Other Pay Data

Health Insurance (FEHB) PERS PROC Benefits Current, Projected

Health Insurance Employer Contrib. (FEHB) HRM Resource Benefits Pay Holiday Pay HRM Resource Other Pay Data Home Address PERS PROC Basic Address Hourly Rate HRM Leave Leave Hours Per Week (Work Sched) PERS PROC Basic Work Intelligence Position Indicator HRM Position Screen 2 Italy Pay Data PERS PROC Supp Pay Italy Japanese Data PERS PROC Japan Key Position HRM Position Screen 1 Key Emergency Essential Employee PERS PROC Basic Basic Korea Pay Data PERS PROC Supp Pay Korea Language Skills CAR BRF Education Education Leave Data HRM Leave Leave Leave Without Pay (LWOP) PERS PROC Suspense Suspense Licenses CAR BRF Education Education

Life Insurance (FEGLI) PERS PROC Benefits Current, Projected

Life Insurance Employer Contrib. (FEGLI) HRM Resource Other Pay Data Local National Data PERS PROC LN Basic Basic

Local National Data HRM Position Army NL Data & LN Data

Local National Data (Japan) PERS PROC Japan Local National Payroll Number PERS PROC Supp Pay Supplemental Locality Pay PERS PROC Basic Pay Data Location (Duty Station) HRM Position Screen 1 Lump Sum Leave HRM Resource Other Pay Data LWOP (Leave Without Pay) PERS PROC Suspense Suspense Major Command PERS PROC Basic Basic Major Command (Agcy Sub Elm) HRM Position Screen 1 Major Field of Study CAR BRF Education Medicare Employer Contribution HRM Resource Benefits Military Leave HRM Leave Leave Military Reserve PERS PROC Military Military Service PERS PROC Military Minority Group Designator (MGD) (Pers Data) PERS PROC Basic Personal Mobility PERS PROC Mob/Emr/Ess Mobility Requirement HRM Position Screen 2 Mobility Requirement CAR BRF Career Prog Name ALL All Naval Research Lab DEMO Data CAR BRF NRL DEMO Naval Warfare DEMO Data CAR BRF NV Warfare Night Differential HRM Resource Other Pay Data Not to Exceed Data PERS PROC Suspense Suspense Obligation Data HRM Position Screen 2 Obligation Data PERS PROC RIF RIF Occupational Certification CAR BRF Education Education Occupational Series ALL All Organization Function Code HRM Position Screen 1, Screen 2 Original Appointing Authority PERS PROC Basic Basic Other Pay HRM Resource Other Pay Data

Overseas Data (LN) PERS PROC LN Basic Basic Overseas Tour Expiration PERS PROC Suspense Suspense Overtime HRM Resource Other Pay Data Part Time Indicator (Work Sched) PERS PROC Basic Work PATCOB (Prof/Admin/Tech/Cler etc.) HRM Position Screen 2 Pay Data PERS PROC Basic Pay Data

Pay Period End Date HRM Resource

Resource, Other Pay Data, Benefits Pay

Pay Increase Data (Army DEMO projects) CAR BRF Army DEMO Pay Plan ALL All Payroll Block HRM Army Position Payroll Office HRM Leave Leave PD Number HRM Position Screen 1 PD Number PERS PROC Basic Basic Performance Appraisals CAR BRF Appraisal Performance Appraisals PERS PROC RIF RIF

Performance Awards CAR BRF Awards Awards, NAF Awards

Performance Improvement PERS PROC Perf/Disc Personal Data PERS PROC Basic Personal Position Management Status HRM Army Position Position Not-to-Exceed (NTE Date) HRM Position Screen 1 Position Obligation HRM Position Screen 2 Position Obligation PERS PROC RIF Position Sensitivity HRM Position Screen 1 Position Status HRM Position Screen 1 Position Title ALL All Premium Pay HRM Position Screen 2 Probation, Supervisory HRM Posn 1 Probationary Period Expiration Date PERS PROC Suspense Suspense Procurement (Acquisition Position) CAR BRF Acquisition Acquisition 1 Projected Benefits PERS PROC Benefits Projected Promotion Factors CAR BRF Appraisal Program CAR BRF Career Prog Purge Reprimand PERS PROC Perf/Disc Race National Origin PERS PROC Basic Personal Ratings (Performance) CAR BRF Appraisal Ratings (Performance) PERS PROC RIF RIF Recognition (Awards) CAR BRF Awards Awards Regular Hours HRM Resource Resource Regular Pay HRM Resource Resource Relocation Bonus HRM Resource Other Pay Data Reserve Status PERS PROC Military Retained Grade Data HRM Retained

Retained Grade Expiration Date

PERS PROC/

HRM Retained Suspense

Retention Allowance HRM Resource Other Pay Data Retired Military PERS PROC Military Retirement Data PERS PROC Benefits Current Retirement Employer Contribution HRM Resource Benefits Pay RIF Data PERS PROC RIF RIF SCD (Leave, RIF, CIV) PERS PROC Military SCD for Leave HRM Leave Leave SCD Leave PERS PROC Basic Basic School Name CAR BRF Education Security Clearance HRM Position Position 1 Security Clearance PERS PROC Basic Security

Sensitivity HRM Position Position 1 Separation Incentive Pay HRM Resource Other Pay Data Series ALL All Service Agreement Date PERS PROC Suspense Suspense Service Computation Date (Leave) (SCD) PERS PROC Basic Basic Service Computation Date (Leave) (SCD) HRM Leave Leave Service Computation Date (LV, RIF, CIV) PERS PROC Military Sex (Personal Data) PERS PROC Basic Personal Sick Leave HRM Leave Leave Social Security Number ALL All Special Program ID (SPID) PERS PROC Basic Basic SPID (Special Program ID) PERS PROC Basic Basic Sponsors PERS PROC Suspense Suspense SSN ALL All Standby Pay HRM Resource Other Pay Data Step in Grade ALL All Subgroup PERS PROC RIF RIF Supervisory Level HRM Position Screen 1 Supplemental Pay Data PERS PROC Supp Pay Supplemental Suspense Data PERS PROC Suspense Suspense Suspensions PERS PROC Perf/Disc Target Grade ALL All TDA Line Number HRM Army Position TDA Paragraph Number HRM Army Position Teacher Certification (DoDEA) CAR BRF Education DoDEA Temporary Appointment Expiration Date PERS PROC Suspense Suspense

Temporary Promotion PERS PROC Basic Temp Prom Data

Temporary Promotion Expiration Date PERS PROC Suspense Suspense Temporary Reassignment Expiration PERS PROC Suspense Suspense Tenure PERS PROC RIF RIF

Thrift Savings Plan (TSP) PERS PROC Benefits Current, Projected

Thrift Savings Plan Employer Contribution HRM Resource Benefits Pay Time Off (Award) CAR BRF Awards Awards Time Off (Leave) HRM Leave Leave Title ALL All Training Courses CAR BRF Training Training Program ID HRM Position Screen 2 Travel Agreement Expiration Date PERS PROC Suspense Suspense TSP (Projected) PERS PROC Benefits Projected TSP Employer Contribution HRM Resource Benefits Pay TSP Eligibility Date PERS PROC Benefits Current Type Employees Supervised HRM Position Screen 1 Type of Appointment PERS PROC Basic Basic Type of Employment PERS PROC Basic Basic Union Code (Barg Unit) HRM Position Screen 1 Union Code (Barg Unit) PERS PROC Basic Basic Unit Identification Code (UIC) HRM Position Screen 1 Use or Lose Leave HRM Leave Leave Used this Pay Period HRM Leave Leave Used YTD (leave) HRM Leave USFJ Data PERS PROC Japan Veterans Preference PERS PROC Basic Basic Veterans Preference PERS PROC Military Veterans Preference (RIF) PERS PROC RIF Data RIF Veterans Readjustment Appointment (VRA)/ Conv Due PERS PROC Suspense Suspense

Veterans Status PERS PROC Military VRA Conversion Due Date PERS PROC Suspense Suspense Warrant Type (Contracting) CAR BRF Acquisition Acquisition 1 Within Grade Increase (WGI) Due Date PERS PROC Basic Basic Within grade increase (WGI) Due Date PERS PROC Suspense Suspense Work Permit Expiration Date PERS PROC Suspense Suspense Work Schedule PERS PROC Basic Work Work Schedule PERS PROC RIF Work Data

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Appendix A CSU Screen Definitions

CSU Logon Screen

Field/Button Description USERNAME Sign-In User Name PASSWORD Password Associated with the User

DCPDS Portal Page

CSU Options Screen Allows eligible users to obtain more accurate results by limiting their record access to meet a specific condition.

CPO Personnelist in all Functional Areas.

ADMINISTRATION Administrative Personnel who need to Access Civilian Personnel Information to

Perform their Jobs.

MANAGER Managers and Supervisors who need Access to Information about their

Employees.

ORG COMPONENT A Combination of CPO ID, Command Code, UIC, and Org Code

Example: EWP1W1KCAABF, where:

• EW is the SOID

• P1 is the Command Code

• W1KCAA is the UIC

• BF is the Org Structure Code

EMPLOYEE TYPE Employee Position Type. Example: Appr

Main (CSU TITLE) Application Screen

HR MANAGEMENT

ARMY POSITION View Position Data Unique to Army Employees POSITION Position Control, Manning, Agency Unique Information LEAVE Employee’s Leave Information RESOURCE Payroll Data for the Employee, Arranged by Pay Period RETAINED Employees Retained Grade Data

NATIONAL GUARD

AGR AF Information Pertaining to Air Force AGR Employees AGR ARMY Information Pertaining to Army AGR Employees NG OTHER Information Pertaining to National Guard TECH Employees

CIVILIAN CAREER BRIEF

ACQUISITION Acquisition Data for Employees in Acquisition Workforce Positions AWARDS Information on the Awards Received EDUCATION Information on Degrees, Programs, Schools Attended, Fields of Study, Foreign

Language Skills, and Occupational Certifications NAF APPRAISAL Appraisal Information on NAF Personnel APPRAISAL Current and Last Three Performance Ratings as well as Next Rating Due Date CAREER Career Program Information TRAINING Information on Completed Training Courses LANGUAGE /JAPAN Language Test Information for Japan AF and Navy Personnel

DEMO PROJECT

CCAS INFO Salary and Appraisal Information for DEMO Project Employees Using CCAS NV WARFARE Data for Employees in Navy Warfare DEMO Projects CHINA LAKE Data for Employees in the Navy China Lake DEMO Project ARMY DEMO Pay Increase Data for Employees in Army DEMO Projects NAVY LAB DEMOS Data for Employees in Navy Lab DEMO Projects DEMO APPRAISAL Performance Appraisal Information for Employees in Various DEMO Projects

PERSONNEL PROCESSING

BASIC Commonly Used Employee Data DETAIL Contains Information on Employees Detailed out of their Permanent Position LN BASIC Information on Local National Employees MOB/EMR/ESS Mobilization Requirements and Emergency Essential Information RIF Information Pertaining to an Employee’s Tenure and Retention Standing SUSPENSE Due Dates for a Variety of Personnel Actions BENEFITS Health and Life Insurance, Thrift Savings (TSP), and Retirement Information JAPAN Information on Japanese Local National Employees (Indirect Hires) MILITARY Military Service, Reserve Status, Veterans Status, Veterans Preference PERF/DISC Disciplinary Actions Taken and Performance Improvement Plans SUPP PAY/ENTLMT Supplemental Pay for Overseas Locations TITLE 38 PAY Title 38 Pay Information

SYSTEM ADMINISTRATION

SYS ADMIN Systems Administration (User ID Creation, Maintenance) PASSWORD Ability for Users to Change Password

REPORTS

REPORTS 23 ‘Canned’ Reports FORM 75 SF-75 Information PRODUCTIVITY Army Productivity Reports EXIT Exit the Application

Repetitive Headers on Displayed Views

NAME Person’s Name SSN Social Security Number BASE Personnel Office ID (POI) OFFSYM Office Symbol PAS Personnel Accounting Symbol OSC Organizational Structure Code PHONE Duty Phone PP Current Pay Plan SRS Current Occupational Series GR Current Pay Grade TG Target Grade STEP Current Pay Grade Step SOID Servicing Office ID PSN TYP Position Type TITLE Position Job Title

These fields are repetitive. Each data screen has the same header information at the top. Field description is given here for reference.

Army Position Screen

AMS CODE Army Management Structure Code FUNC DESIGNATOR Functional Designator TDA LINE NO Table of Distribution and Allowances Line Number AR APC Account Processing Code (Same as ACCNT PROC CODE) POSN MGMT STAT Position Management Review Status ACCNT PROC CODE Account Processing Code (Same as AR APC) COMP AREA Competitive Area PSN CAR PGM CD Position Career Program Code TDA PARAGRAPH NBR Table of Distribution and Allowances Paragraph Number LN WORK CENTER Local National Work Center Code ORG FUNC CODE Organization Function Code FINANCIAL STATEMENT Financial Statement

Leave Data Screen

PAYROLL OFFICE ID Payroll Office ID PAY PERIOD END DATE Last Day of the Referenced Pay Period USE OR LOSE Amount of Use or Lose Leave SCD – LEAVE Leave Service Computation Date

DCPS BRAC IDC DCPS BRAC IDC

CRED SVC FOR ANN LV Creditable Service for Annual Leave

ANNUAL LEAVE

ACCRUED (YTD) Earned Annual Leave (Year to Date) USED THIS PP Annual Leave Used the Pay Period USED YTD Annual Leave Used (Year to Date) CURRENT BALANCE Current Annual Leave Balance X HOURLY RATE Per Hour Value of Annual Leave TOTAL COST OF LEAVE Total Cash Value of Accrued Annual Leave HOME LEAVE BALANCE Home Leave Balance NON PAY USED YTD Non Pay Used Year to Date

SICK LEAVE

ACCRUED (YTD) Earned Sick Leave (Year to Date) USED YTD Sick Leave Used (Year to Date) CURRENT BALANCE Current Sick Leave Balance X HOURLY RATE Per Hour Value of Sick Leave TOTAL COST OF LEAVE Total Value of Accrued Sick Leave

COMP TIME TVL

EARNED Earned USED Used BALANCE Balance

COMP TIME

EARNED YTD Compensatory Time Off Earned Year to Date

USED YTD Compensatory Time Off Used Year to Date END BAL Compensatory Time Off Ending Balance

BRAC LV

BEGIN BAL Beginning Balance ADDED (YTD) Added Year to Date USED PP Used this Pay Period USED YTD Used Year to Date PAID YTD Paid Year to Date END BAL Ending Balance

MILITARY LV

EARNED YTD Military Leave Earned Year to Date USED YTD Military Leave Used Year to Date END BAL Military Leave Ending Balance

TIME OFF

BALANCE Time Off Balance USED YTD Time Off Used Year to Date

Leave (2) Data Screen

PAY PERIOD END DATE Last Day of the Referenced Pay Period

RESTORED AL

BAL CURR YR Balance Current Year USED PP CURR YR Used PP Current Year BALANCE CURR YR 1 Balance Current Year 1 USED PP CURR YR 1 Used PP Current Year 1 BALANCE CURR YR 2 Balance Current Year 2 USED PP CURR YR 2 Used PP Current Year 2

TELEWORK

REGULAR Regular SITUATIONAL Situational MEDICAL Medical

FAMILY MEDICAL/FRIENDLY LV

FMLA DA-DB-DC-DD Family Medical Leave Act – DA-DB-DC-DD FFLA DE-DF Family Friendly Leave Act – DE-DF FMLA DM Family Medical Leave Act – DM

Leave Data (ITALY) Screen

PATERNITY LV EXP DT Paternity Leave Expiration Date MATERNITY LV EXP DT Maternity Leave Expiration Date

Position Data (SCREEN 1) Display

POSN/SEQ NR Position and Sequence Number Portion of Position NV POS SENS CR Navy Position Sensitivity Criterion CLASS DT Date Position Classified SUPV LEVEL Supervisory Status TYPE EMP SUPV Type Employee Supervised POSN OCCUP ID Position Occupied BARG UNIT Bargaining Unit DRUG TEST REQ Drug Test Required POSN STATUS Position Status UNIT ID CD Unit Identification Code CIV CAT GRP Employment Category Group AGENCY SUB ELM Agency Group Sub-Element Flag MGMT REVIEW Position Management Review Status AGENCY SUPPORT Agency Support Code GEOLOC Geographical Location LEAVE ACCRUAL RATE Leave Accrual Rate BRAC IND BRAC Indicator POSN SENS Position Sensitivity SECURITY REQ Position Security Clearance Required FLSA Fair Labor Standards Act Indicator KEY ER ES POS Key/Emergency/Essential Position DUTY STATION Where the Position is Located POSN NTE DT Position Not to Exceed Date NAVY UNIT ID Navy Unit Identification Code NSPS SPIRAL IND NSPS Spiral Indicator NSPS PRE SP IND NSPS Pre-Spiral Indicator

AGENCY CODE Agency Support Code DT LAST AUDIT Date of Last Position Audit OBL CPCN TYPE Obligated Position Type DFAS LINE NR Defense Finance and Accounting Service Line Number ORG FUNC CD Organization Function Code DFAS LOC ID Defense Finance and Accounting Service Location FUNC CLSS IDF Functional Class T38 INDICATOR T38 Indicator EMT INDICATOR EMT Indicator

Position Data (SCREEN 2) Display

CAREER PROGRAM

CAREER FIELD Career Field CF POSN TYPE Career Field Position Type PATCOB Position Occupation Category Code CAREER LEVEL Position Career Level CONTR JOB SITE Contractor Job Site JOB SPECLTY 1 Job Specialty 1 PROGRAM TYPE Program Type MOBILITY REQ Position Mobility Requirement TRNG PROG ID Position Training Program Id INTEL POSN IND Intelligence Position Indicator ACQ POSN CAR CAT Acquisition Position Career Category CRITICAL POSN Critical Position JOB SPECLTY 2 Job Specialty 2 SPECIAL ASGMT Special Assignment

EMPLOYEE/ POSITION DATA

EMPL – PAY PLAN Employee Pay Plan POSN – PAY PLAN Position Pay Plan POSN – GRADE Position Grade EMPL – SERIES Employee Series POSN – SERIES Position Series EMPL – COMP LEV Employee Competitive Level POSN – COMP LEV Position Competitive Level OBLIG TYPE Obligated Position Type OBLIG EXP DT Date Obligation Expires

OBLG CPCN Obligated Position Control Number

PREMIUM PAY/ EDP

PREM PAY ID Premium Pay Indicator EDP/ HDP TYPE Eminent Danger/Hazard Pay AGGR LMT IND AGGR Limit Indicator OVERTIME COMP IND Overtime Compensation Indicator PREM PAY LMT IND Premium Pay Limit Indicator

Position Data (SCREEN 3) Display

PERS SYS IND Personnel System Indicator CAREER GROUP Career Group LOCAL TITLE Local Title TIER INFO Tier Information NSP INDICATOR NSP Indicator MISSION CATEGORY Mission Category WORK CATEGORY Work Category WORK LEVEL Work Level

CENTRALLY MANAGED

POSITION TYPE

Centrally Managed Position Type

JOINT BASE INDICATOR Joint Base Indicator IN SOURCED INDICATOR In Sourced Indicator IN SOURCED DATE In Sourced Date ORIGINAL IN SOURCED Original In Sourced

POSITION TITLING

INDICATOR

Position Titling Indicator

COMBATANT COMMAND

(COCOM) INDICATOR

Combatant Command (COCOM) Indicator

COMBATANT COMMAND

(COCOM)

Combatant Command (COCOM)

Position Data (DLA UNIQUE) Screen

DLA DECA CMR PGM POSN Defense Logistics Agency/ Defense Commissary Agency Career Program Position DLA ROTATION STATUS Defense Logistics Agency Rotation Status

Position Data (DEMO INFO) Screen

DEMO LOCATION DEMO Location Code DEMO PAY PLAN DEMO Pay Plan DEMO BROADBAND DEMO Broadband DEMO PAY POOL DEMO Pay Pool DEMO SAC DEMO Specialty Area Code DEMO OGC DEMO Occupation Group Code

Position Data (NAF INFO) Screen

NAFI POSITION ID NAFI Position ID NAFI CATEGORY NAFI Category EMP CATEGORY Employment Category EMPLOYING NAFI Employing NAFI NAF POSN ACTIVITY NAF Position Activity

Position Data (AF AUTH) Screen

MPCN Manpower Position Control Number PROG ELEMENT Program Element Code FUNC ACCT Functional Account Code PAS Personnel Accounting Symbol AFSC Air Force Specialty Code

Position Data (ARMY LN DATA) Screen