Skip to Main Content View Text-Only

To improve security, on Feb. 11th the city will begin disabling TLS 1.0 on our websites. This change should not impact you unless you are using an old browser. More information

Close

Office of Management & Finance

Bureau of Technology Services

BTS HelpDesk: 503-823-5199

111 SW Columbia St, Suite 400, Portland, OR 97201

P&F Print Instructions

Process & Forms Login Steps
How to Login to Processes & Forms from Your Desktop This is a step-by-step reference sheet on how to login to the Portal and access the Processes & Forms section of the CityLink portal.
Process & Forms:  Which Actions Require a Form?  Which Require PA40?
Actions:  Which Processing Method? This document is a reference which outlines which actions are to be completed in P&F and which are to continue to be processed using PA40 in the SAP desktop GUI.

Initiator Instructions

OM Forms PA Forms
Casual Fill [ OM Initiator ] Employee to Retiree [ PA Initiator ]
Double Fill [ OM Initiator ] Extend Temporary Appointment [ PA Initiator ]
  New Hire [ PA Initiator ]
  Regular Action [ PA Initiator ]
  Rehire [ PA Initiator ]
  Status Change [ PA Initiator ]
  Temporary / Limited Duration Appointment  [ PA Initiator ]

Approver Instructions

OM Review PA Review
Casual & Double Fill Review [ OM Approver ] Actions Review [ Bureau Approver ]
Casual & Double Fill Final Review [ HR & PY Services ] Actions Review [ HR Business Partner ]
  Actions Final Review [ HR & PY Services ]
OM / PA Form Search Tool (How to Find a Form in the Workflow)
OM-PA Using the Process Browser [ Initiators, Approvers, HR & PY Services ]
Substitutes:  Designating a Substitute Approver (aka 'Delegation')
OM-PA Substitute Approvers [ Bureau and BP Approvers ]
 Decision Trees:  How to Choose the Correct Form/Action
Hiring a New Employee
[ New Hire or Rehire Action ]
Actions on Regular, Active Employees
[ Retirement, Employee to WRBE, Extend Temporary Assignment, Status Change, Temp/Limited Duration, Regular Action ]
Actions on Non-Regular, Active Employees
[ Extension of Temp Assignment, Status Change, Temp/Limited Duration, Regular Action ]
Workflow:  Understanding Levels of Approval for Each Form
Form Approval Steps (Job Aid) This document helps the user to know what approval workflow steps a form will follow depending on the action, type of appointment, OM actions, and incentives chosen.
Actions:  Reason Codes 
Reason Codes for Actions (Job Aid) This document identifies what the reason is for a specific action (e.g. "New Hire" or "Temp Appointment") and provides both a definition and important notes / considerations related to the action.