Processing a Mass Transfer In

When you process a Mass Transfer In (NOAC 132), you work with data generated by the Mass Transfer Out (NOAC 352) Interface table. After importing this data into your application, you can view and edit the employee and position data. You can also add new employee records to the existing data.

Note: If you do not import the data from the interface table, you can manually enter the information provided by the losing agency. When you save the Transfer In data, the application creates an Interface table for you.

When you execute the Mass Transfer In, the application submits the data for update to HR. Upon update the application generates the person records, hires the employees, and creates the assignment records.

To process a Transfer In:

  1. Set up a groupbox, associate that groupbox to a Personnel Office ID, and assign an approving officer.

    This setup enables the application to enter the appropriate Approval information on the Notification, and route errors and rejected actions to the Personnel Office groupbox responsible for correcting the action.

    See: Maintaining Personnel Office ID Information

  2. Set up your organizations, positions, and their associated hierarchies.

    See: Creating Organization Hierarchies, Creating Position Hierarchies

  3. Import the data from the interface table (GHR_INTERFACE, source type MASS TRANSFER).

  4. Display the Mass Transfer In window.

  5. Enter the name in the Name field from the Interface table provided by the losing agency.

  6. Enter an effective date for the Mass Transfer In that is at least one day after the Mass Transfer Out effective date.

  7. Enter a description in the Reason field.

  8. In the Employee Details section, set your view option. Choose

  9. The Employee Details section lists employees who match your selection criteria. Complete the data required to add the person to the agency, such as the Position Title, Step and Rate information, and Target Organization.

    The status field shows whether the action is unprocessed (empty), processed (executed), or whether there's an error (error). You may encounter an error if:

  10. To view detailed data for an employee, select the person on the Mass Transfer In window and choose the Open button to display the Person Detail window. You can then view and edit the employee's data there.

  11. Save your results.

  12. Choose the applicable Legal Authority Codes and Remarks.

    You can also insert Remarks by choosing the ZZZ code. See: Entering Remarks and Legal Authority Codes

  13. When you are ready to run the final results, choose the Execute button on the Final Mass Transfer In window.

    Additional Information: You can also run the final mass action from the Concurrent Manager by choosing Process Mass Transfer In.. See: Running the Final Action

    When the effective date is reached, the application creates the RPAs for Mass Transfer In (NOAC 132 ) for each person selected. The application generates the person records, hires the employees, and creates the assignment records. (If the Transfer In and Transfer Out agencies share the same database, the application rehires the employees.)

  14. Print the required reports.

    You can print a list form of all employees or individual Notifications of Personnel Action in either list or standard form. See: Printing Mass Action Reports

    The application provides you with person, position, and assignment records. You can complete the process of adding the employees to your agency by following your usual procedures for adding new employees. For example, you might add them as users to the application, assign them to workflow routing groups, and so on.