To process a Mass Transfer Out action:When you transfer employees and positions between agencies, the losing agency can process mass transfer actions using the Mass Transfer Out window.
To prepare in advance for the transfer, the losing agency can print a report of selected employees or generate an Interface table. These reporting mechanisms allow the losing and gaining agency to discuss the transfer.
To process a Mass Transfer Out action:Set up a groupbox, associate that groupbox to a Personnel Office ID, and assign an approving officer.
The application automatically routes notifications, erros, and rejected actions to the Personnel Office groupbox responsible for correcting the action.
Display the Mass Transfer Out window.
Complete the eligibility criteria.
Enter a unique name, an effective date, and specify the appropriate selection criteria, including source and target information.
You can further reduce the selection based on:
Organization: the application transfers all positions within the organization
Organization and organization hierarchy: the application transfers all positions in the organization hierarchy, starting at the hierarchy level at which the organization is placed
Position and position hierarchy: the application transfers all positions in the position hierarchy, starting at the hierarchy level at which the position is placed
Additional Source Criteria, such as the Personnel Office ID and the occupational series.
Choose the LACs/Remarks button and choose the applicable Legal Authority Codes and Remarks from the List of Values.
You can also insert Remarks by choosing the ZZZ code. See: Entering Remarks and Legal Authority Codes
Save your results.
Choose the Preview button to view the run results.
The Preview window lists vacant and occupied positions as of the effective date, excluding employees whose approved and updated actions convert, reassign, or promote them to another agency prior to the effective date.
Deselect the employees to exclude from the mass action.
You can select and deselect multiple records at a time.
To select all the employee records, choose All from the Selection list. You can then manually deselect the records that you do not want the application to process.
To deselect all the employee records, choose None from the Selection list. You can then manually select the records that you want the application to process.
To have the application select a few records from the list of retrieved employee records, deselect the records you want processed. Choose Invert from the Selection list. The application selects the previously deselected records, and deselects the remaining records.
The application displays the comments field where you can enter a reason for excluding that person or position. See: Deselecting Employees from Mass Actions
Where necessary, change the default value Agency Code Transfer To information, if it is not the same as the one entered in the mass action window.
Save your results.
When you are ready to run the final results, choose the Execute button on the Final Mass Transfer Out window.
Additional Information: You can also run the final mass action from the Concurrent Manager by choosing Process Mass Transfer Out. See: Running the Final Action
When you choose the Execute button, the application generates an Interface table for the run results. The gaining agency uses the interface table.
See: Processing Mass Transfer In Actions
If an error occurs during the creation of the interface records, the application does not generate any RPAs. You must correct the data for the employee and position records reported in the Federal Process Log, or deselect those records, and then resubmit the Mass Transfer Out.
When you run the final process, the application:
Selects the employees that meet the eligibility criteria, generates RPAs, and updates the database.
If the Mass Transfer has a future effective date, the application repeats the same process when the effective date is reached.
End dates vacant positions and occupied positions selected for the transfer out
Creates a final interface table of occupied positions for the gaining agency (GHR_INTERFACE, source type MASS TRANSFER)
Terminates employees, updating the appropriate Person and Assignment status and entering an end date for in the element records.
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
After you transfer an employee, you can process a Cancellation or Correction action for that person, but you may need to notify the gaining agency of the action.