Transferring an Employee to a New Agency - Receiving Agency Lesson


In this lesson you will learn the steps to take when an employee is transferring to your agency.


Steps:

  1. Click the NIS State of Nebraska link.

    Step 1
  2. Click the Human Resources/Payroll - Agencies link.

    Step 2
  3. Click the Employee Maintenance link.

    Step 3
  4. Click the Employee Information link.

    Step 4
  5. First you will need to find the employee record.  You can narrow your search by using the fields in the QBE line.  Specifically the Employee No field (the employee's address book number), and the Alpha Name field.

    Step 5
  6. Click in the Employee No field.

    Step 6
  7. Enter "4874666" into the Employee No field.

    Step 7
  8. After entering your search criteria in the QBE line click the Find button.

    Step 8
  9. Choose the employee by clicking the check box next to their record.

    Step 9
  10. Click the Row button.

    Step 10
  11. Click the Employee menu.

    Step 11
  12. You will need to update the following fields as needed:

     

    Security Business Unit

    Check Route Code

    Pay Frequency

    Pay Status

    Employee Benefit Status

    Benefit Group

    Adjusted Service Date (if applicable)

    Agency Original Hire Date - (date started) - MUST BE less than or equal to Date Pay Starts.

    Date Pay Starts - Warning: After you click OK on the Employee Information - Employee screen, if Agency Original Hire Date is greater than the Date Pay Starts, the Employee Information - Date in Job and Position Selection screen will appear. You will need to make the appropriate selections and click OK. You will still need to change the Date Pay Starts to be greater than or equal to Agency Original Hire Date.

    Termination Date (remove date if applicable)

    Step 12
  13. Click in the Security Business Unit field.

    Step 13
  14. Enter "S650050000" into the Security Business Unit field. 

    Step 14
  15. Click in the Check Route Code field.

    Step 15
  16. Enter "6500150100" into the Check Route Code field.

    Step 16
  17. Click in the Adj. Service Date field.

    Step 17
  18. Enter "6/30/09" into the Adj. Service Date field.

    Step 18
  19. Click in the Agency Original Hire Date field.

    Step 19
  20. Enter "6/30/09" into the Agency Original Hire Date field.

    Step 20
  21. Click in the Date Pay Starts field.

    Step 21
  22. Enter "6/30/09" into the Date Pay Starts field.

    Step 22
  23. When you are finished making your changes click the OK button.

    Step 23
  24. Enter the effective date in the Effective On field and the change reason code in the Change Reason field.  Use the Visual Assist tool if necessary.

    Step 24
  25. Press [Tab].

    Step 25
  26. Enter "007" into the Change Reason field.

    Step 26
  27. Click the OK button.

    Step 27
  28. Click the Row button.

    Step 28
  29. Click the Organizational menu.

    Step 29
  30. Update the following fields as necessary:

     

      Supervisor

      Home Business Unit

      Position ID

      Job Code

      Date in Current Position ID

      Date in Current Job

      Employment Status

      Date Pay Starts

    Step 30
  31. Enter "4455871" into the Supervisor field.

    Step 31
  32. Press [Tab].

    Step 32
  33. Enter "65050008" into the Home Business Unit field.

    Step 33
  34. Click in the Position ID field.

    Step 34
  35. Enter "06551053" into the Position ID field.

    Step 35
  36. Press [Tab].

    Step 36
  37. When you are finished making your updates click the Form button.

    Step 37
  38. Click the User Def Cat 01-10 menu.

    Step 38
  39. Update the following fields as necessary:

     

      Agency Number

      O*Net Code

      Union Code

      Census Code

      Benefit Payroll Cycle

    Step 39
  40. Enter "065" into the Agency Number field.

    Step 40
  41. Click in the Benefit Payroll Cycle field.

    Step 41
  42. Enter "B10" into the Benefit Payroll Cycle field.

    Step 42
  43. When you are finished making your updates click the OK button.

    Step 43
  44. Enter the effective date in the Effective On field and the change reason code in the Change Reason field.  Use the Visual Assist tool if necessary.

    Step 44
  45. Press [Tab].

    Step 45
  46. Enter "007" into the Change Reason field.

    Step 46
  47. Click the OK button.

    Step 47
  48. Click the OK button.

    Step 48
  49. Verify the Only Use Defaults to Overwrite Blank Values option is selected.  Also verify all other information and make any necessary changes.

    Step 49
  50. Click the OK button.

    Step 50
  51. Enter the effective date in the Effective On field and the change reason code in the Change Reason field.  Use the Visual Assist tool if necessary.

    Step 51
  52. Press [Tab].

    Step 52
  53. Enter "007" into the Change Reason field.

    Step 53
  54. Click the OK button.

    Step 54
  55. Click the Row button.

    Step 55
  56. Click the Basic Compensation menu.

    Step 56
  57. Complete the appropriate fields:

     

      Hourly Rate – Hourly employees

      Salary – Salaried employees

      Pay on Std Hours

    Step 57
  58. Click in the Salary field.

    Step 58
  59. Enter "50000" into the Salary field.

    Step 59
  60. After you have updated the fields click the OK button.

    Step 60
  61. A Reconfirm Salary Hrly Rate/Std Hrs/Yr warning will appear.  Click the OK button again.

    Step 61
  62. Enter the effective date in the Effective On field and the change reason code in the Change Reason field.  Use the Visual Assist tool if necessary.

    Step 62
  63. Press [Tab].

    Step 63
  64. Enter "007" into the Change Reason field.

    Step 64
  65. Click the OK button.

    Step 65
  66. Click the Row button.

    Step 66
  67. Click the Labor Distribution menu.

    Step 67
  68. Change or delete the Labor Distribution as necessary.

     

    To delete the Labor Distribution choose the line by placing a checkmark to the left of the row and click Delete.  

     

    In this lesson we are not making any changes to Labor Distribution.

    Step 68
  69. Click the OK button.

    Step 69
  70. Click the Close button.

    Step 70

You have successfully completed this lesson.

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