In this exercise, you will:
- Add a new employee to one of your Dept IDs
- Update monthly pay rate for an employee who will be retiring
- Transfer an employee from one Dept ID to another within your entity access
Exercise
1. Go to the Manage Existing Employees and Job Codes task
2. On the Monthly Pay Rate tab, right-click on the DeptID to which you will add the employee
3. Select Manage Employee \ Add an Existing Employee
4. Enter these variables in the Add Employee dialog box:
| Employee ID | E10144377 |
| Job Code | Select an option that makes sense for your entity |
| Monthly Pay Rate | 20000 |
| Salary-CBR Account | A51200-Staff-Full Benefits-Pct |
| Fund | Unrestricted_Plan |
| Distribution | 1 |
5. Select Launch
6. Select OK to confirm the addition of the employee
7. Review the Monthly Pay Rate and Distributions tabs to ensure that everything was added correctly
8. In this next step you will update data for an employee who will be retiring. Return to the Monthly Pay Rate tab. You have an employee who will be retiring at the end December 2023. For that employee update the Distribution to 0 starting in January. Make the update for the Operating Budget. Use Copy / Paste to enter the zeros.
9. Select the Save button or press [Ctrl+S] to save your changes
10. In this next step, you will transfer an employee to another Dept ID within your entity access. An employee in your entity is moving from one DeptID to another. You have authority to update both DeptIDs. On the Monthly Pay Rate tab, right-click on the employee and select Manage Employee \ Transfer Employee OUT
11. Review the information in the Transfer Out dialog box to be sure you are moving the intended employee. Enter the new DeptID and select Launch
12. Select OK to acknowledge confirmation of the transfer
13. Change the entity in the hyperlink next to MyOrg to the DeptID where you transferred the employee
14. Confirm that the employee is in the new DeptID
Return to course: Split Appointments