History Correction Method

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Copyright © 2012 Infor or Lawson. All rights reserved. Confidential. This presentation reflects the direction Infor or Lawson may take with regard to the 

products or services described herein, all of which is subject to change without notice.

Best Methods For Handling History Correction 

Presenter 

Sara Nahlovsky, Business Analyst 

HRM Product Development 

© Copyright 2012. Lawson Software. All rights reserved. Any use of this material is subject to the Terms of Use as provided at www.mylawson.com. No part 

of this material may be copied, stored in a retrieval system, or transmitted in any form, by any mean

Best Methods For Handling History Correction 

How history is created 

Where history is stored 

How history is corrected 

Special processing options for correcting history 

Copyright © 2011 Lawson - an Infor Affiliate. All rights reserved.

How is Employee History Created? 

Created by HR11, HR511, Employee Self Service, 

MS Add-ins, PA52.x Personnel Actions, Manager 

Self-Service, Position Code changes, and 

uploading actions using MS Add-ins 

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Where is Employee History Stored? 

Data stored in HRHISTORY 

HR10 data item must be flagged to log to history 

A record is created each time the data item is updated 

Data stored in PRRATEHIST 

Record written anytime employee’s rate of pay, step and grade 

schedule, FTE, Annual Hours, and Salary Class is updated 

Data stored in PAEMPPOS 

Record written anytime employee’s PA13.1 position, job, process 

level, supervisor, etc. is updated 

* *Each of these data files includes an effective date and stamps for 

date, time, and user 

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Where is Employee History Stored? 

When History is created via Personnel Actions, data is 

stored in PERSACTHST (Personnel Action Header) 

A Personnel Action object ID number keeps the header 

record associated with the detail data stored in the 

HRHISTORY and PRRATEHIST files 

A Position Level stored on the HRHISTORY and 

PRRATEHIST record keeps the association between the 

data in PAEMPPOS and these two files 

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How is History Corrected? 

When correcting your employee’s history, it is important to 

understand what a “Retroactive Change” means to the 

system: 

A “Retroactive Change” means the data entered has an effective date 

prior to the latest date that exists in history for the given field being 

updated. 

There are History Correction Method options to select to tell the 

system what to do the later dated records. 

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How is History Corrected? 

3 History Correction Methods available to handle 

“Retroactive Changes” to employees: 

1. Create pending update records (pending option) 

2. Delete records (immediate option) 

3. Move to History Error (immediate option) 

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History Correction Defaulting Scheme 

HR Company 

(HR00.1) 

Defaults To: 

Employee 

(HR11.1) 

Action Code 

(PA50.1) 

Defaults To: 

PA02 would use the Action 

code (PA50) defined on 

HR00 Special Processing 

Tab. 

Position 

(PA02/PA102) 

Action Entry 

(PA52.x) 

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HR00 Default Correction Method 

It is important to understand the HR00 Default Correction Method is “Create pending 

update records”. This method will be used and PA55 records will be created when 

retroactive changes are performed unless overridden on the PA50 or PA52.x programs 

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History Correction Method- Delete Records 

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History Correction Method- Delete Records 

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Before Retroactive Change-Delete Records 

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After Retroactive Change-Delete Records 

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After Retroactive Change-Delete Records 

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History Correction Method- 

Move to History Error 

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History Correction Method- 


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Before Retroactive Change- 


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After Retroactive Change- 


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After Retroactive Change- 


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Create Pending Update Records 

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Create Pending Update Records 

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HR54 After Retroactive Change 

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PA55 After Retroactive Change 

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PA55 History Log Override 

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PA113- Results 

This is the PA55 record that was overridden to “Move to 

History Error” and will not follow the PA113 selected History 

Correction Method of Delete Records 

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PA113- Results 

This is the Delete History Correction Method that we 

selected on the PA113 parameters which all the other 

employees will follow 

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PA13.2 PEP record after PA113 Update 

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Special Processing for Personnel Actions 

Four special processing features: 

Change Effective Date 

Combine with History Action 

Reverse an Action 

Retroactive Change 

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Special Processing – Change Effective Date 

Only for pending personnel actions not updated by PA100 

Available on these personnel action programs: 

Individual Action (PA52.1) 

Mass Pay Action (PA52.2) 

Mass Action (PA52.3) 

Hire an Applicant (PA52.4) 

Position and Job Action (PA52.5) 

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Change Effective Date of Pending Action 

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Special Processing – Retroactive Change 

Select a History Correction Method for the action 



Mass Pay Action (PA52.2) 

Mass Action (PA52.3) 


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Retroactive Action Processing 

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HR54 Before the Retroactive Change Action 

Below is the HR54 before the update of PA52. Notice the later dated 

3/15/12 record displays. 

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HR54 After the Retroactive Change Action 

Below is the HR54 after the update of PA52. Notice the 3/15/12 record has 

been deleted and the 3/1/12 record displays because the option was set to 

“Delete records”. 

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Special Processing - Combine with History 

Action 

The following will illustrate how to combine an action with 

an historical action that has already been processed for 

an employee. You may want to do this type of special 

processing if you forgot to update a data item contained in 

the historical action. Rather than have two personnel 

actions for the employee, they can all be merged into one 

personnel action 




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Below we have just processed a PA52 for a Process Level change. But, we 

forgot to add the Department, and the action has already been updated. We will 

use the special processing of Combine Action to merge our Department into the 

action below 

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Next, we would enter a new PA52 action for the employee using the same Action 

and Effective date of 3/19/12. Inquire to pull in the data. In the “Change To” field 

enter the Department = 02 

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Since we selected the Processing Type = 3 (Combine with Hist Action) we need to 

fill in the “History Correction” field and the Action Number field to pull in the previous 

PA action that does not contain the Department 

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PA54 After Combine with History Action 

Below is the PA54 showing that the Department = 02 was successfully 

added to this historical action 

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Special Processing–Reverse an Action 

To Reverse an Action: 

Can only reverse the most recent action 

Field history must exist for the data items on HR54 




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Reverse an Action 

Below is an employee that we terminated. Employee has since changed his mind 

and decided to stay with the Company. Now we want to reverse the termination 

that was done, we can do this on PA52.1 or PA52.5 

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Reverse an Action Processing 

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Which Programs Do I Use To Correct 

History? 

Is the current employee data (HR11.1) correct? 

If NO, fix with HR11.1, PA52.x, or PA02.1 

If YES, fix with HR54.1 or PA54.1 

When do I use PA54.1 to correct history? 

If History is associated with a Personnel Action 

When do I use HR54.1 to correct history? 

If History is NOT associated with a Personnel Action 

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PA54 History Correction Methods 

Corrects the Effective Date of the Action 

Corrects the Action Code or Reason Code of the Action 

Corrections a field value input on the Action that is NOT the 

current value on the Employee Master 

Combines Historical Personnel Actions 

**Remember: It will NOT update CURRENT Employee Master 

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HR54 History Correction Methods 

Insert prior history that has not been logged to allow 

personnel actions to be reversed 

Change existing historical field values that are NOT current 

on the Employee Master 

Delete historical field values 

**Remember: It will NOT update CURRENT Employee Master 

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Troubleshooting 

Issue: 

Scenario is current Employee Master is correct but history 

records from previous changes need to be fixed. 

The original action called “Rehire” was entered with an incorrect 

effective date 3/02/2012 (should have been 3/01/12) and an 

incorrect Status 

HR entered a new action called “Correction” effective 4/01/12 (to 

correct the “Status” and “Effective Date”) but HR only wants to 

have one completed and accurate Rehire history record 

Solution: 

Correct the Status field values on the original action 

Correct the Effective Date on the original action 

Correct the Action Code and Effective Date on the corrective 

action 

Combine the original and the corrective action 

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First, Correct the Status Code on the Original 

Action 

 

Correction Steps: 

On PA54, enter the Company and Employee number 

Select the Action Number (Rehire, Effective 3/02/2012) that is 

to be corrected 

Enter a “C” in the function code field of the record to correct 

Enter the data item (20 for Status) and populate the new value 

field with the corrected information. 

Click on “Change” 

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Second, Correct the Effective Date on the 

Original Action 



Select the Action Number (Rehire, Effective 3/02/2012) that 

is to be corrected 

Go to the “Special Processing” tab, type in the correct 

effective date (3/01/2012) of the change in the “Effective 

Date” field 

Select the History Correction method of “Delete” or “Move to 

History Error” 


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Third, Make the Action Code of the Second 

Action the Same as the First and the Same 

Effect Date 

 


On PA54, enter the Company and Employee number. 

Select the History Action Number (Correction, Effective 

4/01/2012) that is to be corrected 

Go to the “Special Processing” tab, correct the action code by 

typing “Rehire” in the Action 


Re-inquire on the same record on PA54 and go to Special 

Processing and change the effective date to 3/01/2012 (same as 

original action code) 

Click “Change” to update the Effective Date 

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Fourth, Combine the Original Action and 

the Corrective Action 

 



Select the Rehire Action Number- 2(Effective 3/01/2012) 

that is to be combined with the original Rehire Action 

Go to the “Special Processing” tab, select the original 

Rehire Action Number-1 to combine the actions 


**Key you need to have the same action code and 

effective dates on both actions in order to perform a 

successful “Combine with Action” 

Data and 2 Actions have been successfully combined! 

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Questions? 

Sara.Nahlovsky@infor.com 

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