How to Transfer an Employee in Form 1.2 or Form 2.2


Overview


Critical Concepts


Steps to Take


Transferring an Employee to another Financial Unit

1. From the Oracle Planning and Budgeting Tool home page, click on Tasks 


2. Select Task List 1 Review and Manage Staff Planning, expand the triangle to display Task 1.2 Manage Existing Staff Positions, click to load the form

 

3. In Form 1.2 Manage Existing Staff Positions, update Years to the planning year to display your roster, e.g. FY22 or FY23, and update EFinUnit to the Financial Unit you want to view

 

4. Once Year and EFinUnit have been updated and highlighted in yellow, click the Arrow icon, to save and continue, otherwise your selections will not be saved 

 

5. Locate the Distribution line for the individual you wish to transfer, right click, in Action menu, select Transfer Employee

 

6. WFP-TransferEmpl dialog box will display populated with information for that individual

7. Update the Destination FinUnit to the Financial Unit that you wish to move the employee to

8. Enter both a Transfer Date In and Transfer Date Out that are within the budget planning year, generally, the same date may be used

9. If needed, update other elements such as Fund, Function and/or Project, click Launch  

 

10. You will return to Form 1.2 where a confirmation message displays indicating the Transfer Employee function was successful, click OK to close the message

 

11. In Form 1.2, locate the Distribution line for the staff member that was transferred, the Transfer Date Out you selected displays in the Transfer Date Out column, then click Save

 

12. A confirmation dialog box displays, click OK 

 

13. If you have access to the Financial Unit that you transferred the employee to, you may select the EFinUnit in the Point of View and select the Arrow in order to view the employee has been successfully transferred into the destination FinUnit, the Transfer Date In that you selected will be shown in the Transfer Date In column, click Save if any updates are made

Transferring an Employee to another Position 

1. Locate the Distribution line for the individual you wish to transfer, right click, in Action menu, select Transfer Employee 

 

2. WFP-TransferEmpl dialog box displays populated with information for that individual

3. In Enter Destination Position update to the Position ID number that you wish to move the employee to

4. Enter both a Transfer Date In and Transfer Date Out  that are within the budget planning year, generally, the same date may be used

5. If needed, update other elements such as Fund, Function and/or Project, click Launch

 

6. You will return to Form 1.2 a confirmation message displays indicating the Transfer Employee function was successful, click OK to close the message

 

7. In Form 1.2, locate the Distribution line for the staff member that was transferred

8. in the Transfer Date Out column, the Transfer Date Out is reflected

9. A new distribution line displays the individual in the new Position ID number

10. In the Transfer Date In column, the selected Transfer Date In, displays

 

11. Click Save and a confirmation dialog box displays, click OK

If you still have questions or need additional assistance, please submit a ticket