Transferring an OPS Employee to Your Department...
12
Training Guide Employee Data Management Activities Page 1 Transferring an OPS Employee to Your Department Overview: Understanding the Transferring an OPS Employee Process This tutorial includes the basic steps for transferring an OPS employee to your department using the electronic Personnel Action Form Plus (ePAF+) module in OMNI Human Resources. The ePAF+ cannot be used for retroactive reappointments/funding changes unless the employee has not received a paycheck from ANY job on campus during the reappointment/funding change period. If the employee has received a paycheck during the reappointment/funding change period, the paper Personnel Action Form (pPAF) must be used for the reappointment/funding change. NOTE: Multiple transactions effective on the same date require only one ePAF (i.e. standard hours change and salary change). Do not submit multiple ePAFs for the same effective date. Procedure Scenario: In this topic, you will learn the steps to transfer an OPS employee to your department using electronic Personnel Action Form Plus (ePAF+). Key Information: Employee Name/ID Position Details
Transcript of Transferring an OPS Employee to Your Department...
Training GuideEmployee Data Management Activities
Page 1
Transferring an OPS Employee to Your Department Overview: Understanding the Transferring an OPS Employee Process This tutorial includes the basic steps for transferring an OPS employee to your department using the electronic Personnel Action Form Plus (ePAF+) module in OMNI Human Resources. The ePAF+ cannot be used for retroactive reappointments/funding changes unless the employee has not received a paycheck from ANY job on campus during the reappointment/funding change period. If the employee has received a paycheck during the reappointment/funding change period, the paper Personnel Action Form (pPAF) must be used for the reappointment/funding change. NOTE: Multiple transactions effective on the same date require only one ePAF (i.e. standard hours change and salary change). Do not submit multiple ePAFs for the same effective date.
Procedure Scenario: In this topic, you will learn the steps to transfer an OPS employee to your department using electronic Personnel Action Form Plus (ePAF+). Key Information: Employee Name/ID Position Details
Training GuideEmployee Data Management Activities
Page 2
Step Action
1. Click in the Main Menu field.
Step Action
2. Click in the ePAF+ field.
Training GuideEmployee Data Management Activities
Page 3
Step Action
3. Click the Enter ePAF+ Transactions menu.
Step Action
4. Enter the desired information into the Empl ID: field. For the purpose of this training, Enter "000094832".
Step Action
5. Click in the Search field.
Training GuideEmployee Data Management Activities
Page 4
Step Action
6. Click the desired name link.
Step Action
7. Click in the Submit field.
Training GuideEmployee Data Management Activities
Page 5
Step Action
8. Click in the department field.
9. Enter the desired information into the field. For the purpose of this example,
Enter "025000".
Training GuideEmployee Data Management Activities
Page 6
Step Action
10. Press [Tab] key to exit the field.
Step Action
11. Click in the Account Code field.
Training GuideEmployee Data Management Activities
Page 7
Step Action
12. Enter the desired information into the field. For the purpose of this example, Enter "025000110o".
Step Action
13. Press [Tab] key to exit the field.
14. Click in the End Date field.
15. Enter the desired information into the End Date field. For the purpose of this
example, Enter "12202013".
Training GuideEmployee Data Management Activities
Page 8
Step Action
16. Press [Tab] key to exit the field.
Training GuideEmployee Data Management Activities
Page 9
Step Action
17. Click in the Distribution Percentage field.
18. Enter the desired information into the field. For the purpose of this example, Enter "100.00".
Step Action
19. Press [Tab] key to exit the field.
Training GuideEmployee Data Management Activities
Page 10
Step Action
20. The Comments field is required. Click in the *Originator Comments: Required field.
21. Enter the desired information into the *Originator Comments: Required field. For the purpose of this example, Enter "Employee transferring to Human Resources. ".
Training GuideEmployee Data Management Activities
Page 11
Step Action
22. Click the Submit button.
Step Action
23. Click the Home link.
Training GuideEmployee Data Management Activities
Page 12
Step Action
24. Congratulations! You have completed the topic. End of Procedure.
