User Support / Quick Reference Guide
Transfer Out of Your Department
1. / Clickin the Workforce Administration link.2. / Click in the Job Information link.
3. / Clickin the Job Data link.
4. / SearchusingID#or Last Nameand First Namefields.
5. / Click theSearch button. and select the person by clicking on the name.
6. / Work Location Screen
To add a new transaction, click on the plus button to add a row.
7. / The Work Location screen appears.
We will now add a transaction to Transfer someone out of our department.
Click in theEffective Datefield and enter the appropriate date.
Remember that this should be the day before the new job starts (even if that means the date you enter is on a weekend.)
8. / Click theActiondrop down arrow.
The Action drop down list appears.
Select Transfer Out.
9. / Click the Reason drop down arrow to selectReason "Internal."
10. / Once you select the Reasoncode “Internal", a “Transfer To" field appears in the right hand corner.
11. / Click in the Transfer Tofield and enter the new departmentalcode.
Note: Do NOT change the department code in the bottom left hand area, that should remain your department. This row is only turning over the record to the new department, the new job information is NOT going to be entered at this time.
12. / Earnings Distribution page
Check to make sure the Begin Date is correct on the Earnings Distribution page. (Do not add or change any end dates.) The system will end your job when the new one is added.
13. / Click theSave button at the bottom of the screen.
14. / The new department will now be able to access the employee’s record to add their Transfer/Promotion or Demotion row.
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Date Created: 4/21/2009