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From Job Change
      Forms to HRIS:
       Maintenance
        Made Easy!




Transfer
Step1. Work Location Tab



Step 1 Make sure
you are on the
first tab “Work
Location”.

Click the ‘+’ sign
to add a record.
Notice that the
Effective date will
change to today’s
date.
Step 2. Effective Date


Enter the correct
effective date in
the box. Hit the
tab key.
Step 3. Select the
Action code from the first
drop-down menu on the
action/reason code line.
Once this has been
chosen the Reason space
will be blank.



Step 4. Select the
Reason code from the
second drop-down
menu on the
action/reason code
line.
Step 5. Position Number



Step 5. Change the position
number! When an employee changes
departments, he also changes his
position. When the position code is
changed, the location code will
default to the correct location.
Enter the new position number,
preceded b four zeros. Click the small
magnifying glass icon to the right of
the box. This will bring you to the
_________________page. Notice the
new position title along with the
position number, job code and
reports to info is on the bottom of the
page.
Click the number, and this will select
the new position for the employee.
Step 6. Next 3 tabs.




Step 6.
Continue on to the
next 3 tabs; Job
Information, Job
Labor, and Payroll.
Check to see if the
Reg/Temp/Seas
status is correct.
Same for the
Full/Part time, emp
class and Classified
indicator.
Step 7. Go to the tab marked Salary Plan.
You must enter the step that the
employee is in. DO NOT modify any other
boxes.
Step 8. In the Compensation tab, click
the yellow Default Pay Components
button. DO NOT modify any other
boxes.
Step 9. Check the Combo Code.
Step 10. Check Job Data again to
make sure everything is correct. If
it is, click SAVE. Now you’re done!
My transerdraft
My transerdraft

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My transerdraft

  • 1. From Job Change Forms to HRIS: Maintenance Made Easy! Transfer
  • 2. Step1. Work Location Tab Step 1 Make sure you are on the first tab “Work Location”. Click the ‘+’ sign to add a record. Notice that the Effective date will change to today’s date.
  • 3. Step 2. Effective Date Enter the correct effective date in the box. Hit the tab key.
  • 4. Step 3. Select the Action code from the first drop-down menu on the action/reason code line. Once this has been chosen the Reason space will be blank. Step 4. Select the Reason code from the second drop-down menu on the action/reason code line.
  • 5. Step 5. Position Number Step 5. Change the position number! When an employee changes departments, he also changes his position. When the position code is changed, the location code will default to the correct location. Enter the new position number, preceded b four zeros. Click the small magnifying glass icon to the right of the box. This will bring you to the _________________page. Notice the new position title along with the position number, job code and reports to info is on the bottom of the page. Click the number, and this will select the new position for the employee.
  • 6. Step 6. Next 3 tabs. Step 6. Continue on to the next 3 tabs; Job Information, Job Labor, and Payroll. Check to see if the Reg/Temp/Seas status is correct. Same for the Full/Part time, emp class and Classified indicator.
  • 7. Step 7. Go to the tab marked Salary Plan. You must enter the step that the employee is in. DO NOT modify any other boxes.
  • 8. Step 8. In the Compensation tab, click the yellow Default Pay Components button. DO NOT modify any other boxes.
  • 9. Step 9. Check the Combo Code.
  • 10. Step 10. Check Job Data again to make sure everything is correct. If it is, click SAVE. Now you’re done!