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Task: Role ORG Transfer

Task Definition: Transfer a role to another ORG. In this task – Update the same information necessary to transfer an existing Role to another ORG In PennWorks, once you have completed the ‘Find/Add a Person’ search, select Role ORG Transfer from the Roles/Distributions tab.

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Task: Role ORG Transfer

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  1. Task Definition: Transfer a role to another ORG • In this task – Update the same information necessary to transfer an existing Role to another ORG • In PennWorks, once you have completed the ‘Find/Add a Person’ search, select Role ORG Transfer from the Roles/Distributions tab • Steps – From the Task drop-down list: • Select Role ORG Transfer • Select the appropriate School/Center from the drop-down list • Select the appropriate ORG from the drop-down list from the School/Center selected Task: Role ORG Transfer The Role ORG can only manage Role(s) specific to their ORG, whereas the Home ORG can manage all of an employee’s Roles. To see this in PennWorks...click here

  2. Task: Role ORG Transfer (cont’d) Click on Role ORG Transfer to advance to the next screen • From the Roles Summaries drop-down list, select Role ORG Transfer

  3. Task: Role ORG Transfer (cont’d) Select desired School/Center and/or ORG Click [Submit] to complete

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