05_19_16_Approve PIN Switch Request

In this topic you will go through the steps for approving a PIN switch request.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the HCM Systems menu.

   Step 2

3. Click the Worklist menu.

   Step 3

4. Click the Worklist menu.

   Step 4

5. On the Worklist page you will access any item you have pending. In the Link column you will see the request, which starts with, TransferEmployee.

   Step 5

6. Click the TransferEmployee, 241, ManagerOnly, 1901-01-01, N, 0, EMPLID:0000 link.

   Step 6

7. In the Transfer Employee page you have the New Information next to the Current Information, with the new items indicated by the gold circle. This allows you to have a clear understanding of the changes.

   Step 7

8. Click the vertical scrollbar.

   Step 8

9. A PIN switch request may be approved or denied.

   When denying the request, a reason is required in the comment text box.

    

   NOTE: In order to include a comment when denying the request the Deny button must be clicked first. A message will prompt to include a comment. Click the OK button and then enter the comments and click the Deny button again.

    

   Step 9

10. In this example we will approve the request as the Admin Official.

    Step 10

11. Click the Approve button.

    Step 11

12. Notice the Transfer Approval Chain for the Admin Official is now green and indicates Approved as the status.

    Step 12

13. Any comments included can be viewed by clicking the View/Hide Comments link.

    Step 13

14. Click the Home link.

    Step 14

15. Click the Sign out link.

    Step 15

You have completed the steps for approving a PIN switch request.

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