Transferring an Employee to a New Department - Within Same Agency Lesson


In this lesson you will learn the steps to take when an employee is transferring to your department from another department within the same 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. Complete the following fields, if necessary:

     

    Security Business Unit

    Check Route Code

    Pay Frequency

    Benefit Group

     

    Note: If changes are made to benefit enrollments for the employee, dependent/beneficiary enrollments will need to be changed as well.

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

    Step 13
  14. Enter "S650170000" into the Security Business Unit field.

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

    Step 15
  16. Enter "6500250100" into the Check Route Code field.

    Step 16
  17. After you have made your changes click the OK button.

    Step 17
  18. 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 18
  19. Press [Tab].

    Step 19
  20. Enter "008" into the Change Reason field.

    Step 20
  21. Click the OK button.

    Step 21
  22. Click the Row button.

    Step 22
  23. Click the Organizational menu.

    Step 23
  24. Complete the following fields, if necessary:

     

      Supervisor

      Home Business Unit

      Position ID

      Job Code

      Date in Current Position ID

      Date in Current Job

      Date Pay Starts

      Next Review Type

      Next Review Date

    Step 24
  25. Enter "100546" into the Supervisor field.

    Step 25
  26. Press [Tab].

    Step 26
  27. Enter "65025009" into the Home Business Unit field.

    Step 27
  28. Click in the Position ID field.

    Step 28
  29. Enter "06522407" into the Position ID field.

    Step 29
  30. Press [Tab].

    Step 30
  31. Enter "G07092" into the Job Code field.

    Step 31
  32. Click the Form button.

    Step 32
  33. Click the User Def Cat 01-10 menu.

    Step 33
  34. Update the following fields as necessary:

     

      Agency Number

      O*Net Code

      Union Code

      Census Code

      Benefit Payroll Cycle  

     

    In this lesson we are not going to change any of these fields.

    Step 34
  35. Click the OK button.

    Step 35
  36. 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 36
  37. Press [Tab].

    Step 37
  38. Enter "008" into the Change Reason field.

    Step 38
  39. Click the OK button.

    Step 39
  40. Click the OK button.

    Step 40
  41. Verify the Only Use Defaults to Overwrite Blank Values option is selected.  Also verify all other information and make any necessary changes.

    Step 41
  42. Click the OK button.

    Step 42
  43. 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 43
  44. Press [Tab].

    Step 44
  45. Enter "008" into the Change Reason field.

    Step 45
  46. Click the OK button.

    Step 46
  47. Click the Row button.

    Step 47
  48. Click the Basic Compensation menu.

    Step 48
  49. Complete the appropriate fields:

     

      Hourly Rate – Hourly employees

      Salary – Salaried employees

      Pay on Std Hours

    Step 49
  50. Click in the Salary field.

    Step 50
  51. Enter "55000" into the Salary field. 

    Step 51
  52. Click the OK button.

    Step 52
  53. A Reconfirm Salary Hrly Rate/Std Hrs/Yr warning will appear.  Click the OK button again.

    Step 53
  54. 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 54
  55. Press [Tab].

    Step 55
  56. Enter "008" into the Change Reason field.

    Step 56
  57. Click the OK button.

    Step 57
  58. Click the Row button.

    Step 58
  59. Click the Labor Distribution menu.

    Step 59
  60. 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 60
  61. Click the OK button.

    Step 61
  62. Click the Close button.

    Step 62

You have successfully completed this lesson.

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