Transferring an Employee to a New Agency - Transferring Agency Lesson


In this lesson you will learn the steps to take when an employee is transferring from your agency to another 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. Click in the Security Business Unit field.

    Step 12
  13. Change the Security Business Unit field to "S001234567".

    Step 13
  14. Note: The S (S 00 1234567) represents and distinguishes this business unit from all others, and tells you right away it is an HR SBU.

     

    The 00 (S 00 1234567) indicates no specific agency assignment.

     

    The 1234567 (S 00 1234567) makes it easy to enter the last seven digits of the number without counting zeros.

    Step 14
  15. Click the OK button.

    Step 15
  16. 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 to locate the appropriate change reason code.  

     

    In this lesson we are not going to change the date in the Effective On field.

    Step 16
  17. Click in the Change Reason field.

    Step 17
  18. Enter "007" into the Change Reason field.

    Step 18
  19. Click the OK button.

    Step 19
  20. Click the Close button.

    Step 20

You have successfully completed this lesson.

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