Exercise 3
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: 30000
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. 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. 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.
Next Topic: To Be Hired Employees