05_19_16_PIN Switch Request - Employee Transfer


Concept

In this topic you will go through the steps for entering a PIN switch request to transfer an employee from current positon to another position.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Manager Self Service menu.

    Step 3

  4. Click the Job and Personal Information menu.

    Step 4

  5. Click the Transfer Employee menu.

    Step 5

  6. On this page you will see all your direct reports. Select the employee for whom you need to change position.

     

    Click the Select button.

    Step 6

  7. Click in the Transfer Date field.

    Step 7

  8. a valid value
     e.g.
    Enter
     "05/30/2016"
     into the Transfer Date field.

    Step 8

  9. Click the Look up *Position button.

    Step 9

  10. The positions listed are limited to the positions you have access to. You may scroll through the list to select, or you may simplify your search by using the search options above. For this example we will use the position number we already have to look it up.

    Step 10

  11. We will Search by: Position Number.

     

    Click in the begins with field.

    Step 11

  12. a valid value
     e.g.
    Enter
     "055091"
     into the begins with field.

    Step 12

  13. Click the Look Up button.

    Step 13

  14. Click the 055091 link.

    Step 14

  15. Notice the New Information is populated and the changes are indicated by the gold circle next to the field.

    Step 15

  16. Click the vertical scrollbar.

    Step 16

  17. You may add additional information for the approvers to consider.

     

    Click in the Comments field.

    Step 17

  18. a valid value
     e.g.
    Enter
     "Switching from IP08 to IP09"
     into the Comments field.

    Step 18

  19. Click the Submit button.

    Step 19

  20. The approver will have a status of "Pending" when the form is submitted. If the form is saved and not submitted the status will show as "Not Routed".

    Step 20

  21. Click the Home link.

    Step 21

  22. Click the Sign out link.

    Step 22

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

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