Recording Employee Movement Checklist

Select “Record Employee Movement Checklist” from the left pane.

The “Record Employee Movement Checklist” page appears.

The system displays the following.

Date Format

The date format applicable to the login user.

Enter the following.

Employee Movement Unit	From the drop-down list box, select the employee movement unit. Tell me more
Employment Unit	From the drop-down list box, select the employment unit.
Movement Type	From the drop-down list box, select any one of the following movement types Separation Transfer Promotion Promotion with Transfer
Grade Set	From the drop-down list box, select the grade set.
Grade	From the drop-down list box, select the grade.
Work Location	From the drop-down list box, select the work location.
Department	The department to which the employee belongs. Help available
Position	The position of the employee. Help available

Note: The option 'ALL' listed in drop-down list boxes, Grade Set, Grade, Work Location and '*' for Position and Department, would also be considered as a value.

Example, if there is a definition for Grade Set GS1, Grade G1, and Work Location 'ALL' mapped to a role, then another definition for the Grade Set GS1, Grade G1, and Work Location WL1 would not be allowed.

Select the “Get” pushbutton.

The system displays the following in the “Role Checklist Mapping” multiline, if the role checklist mapping exists for the selected criteria.

Alternatively, the system only displays the S# and Role in the “Role Checklist Mapping” multiline at the first instance.

S#	The serial number in the multiline.
Role	The role to which the employee must be mapped to maintain the checklist against the role. Example, HR, Admin

Note: The Role may be system defined or User defined. Examples of System Defined Role are: Supervisor, Functional Supervisor 1, Functional Supervisor 2, Administrative Supervisor, Final Authorizer. and Department Supervisor. Examples of User defined roles are HR Role, Admin, Library etc. User defined roles are defined through Quick codes. Mapping between Movement type, Role and Check list is done in Additional Masters for Master ID – MVCHK( Movements Checklist) where, Key 1 is Employee Movement unit code, Key 2 is Employment unit code. Parameters are used to store attributes. Parameter1 for Movement Type , Parameter2 for Role and Parameter3 for Checklist .

Example: Parameter1 – P00 (Promotion)

Parameter2 – ADMIN (Administration)

Parameter3 – SWCRD(Swipe Card)

Multiple Checklists under multiple roles could be defined for a selected movement type.

Enter the following in the “Role Checklist Mapping” multiline at the first instance.

Checklist Description

The description of the checklist. Example, ID Cards or Keys.

Employee Code

The unique code of the employee.

Help available

Employee Name

The name of the employee.

To indicate whether a history of the modifications must be maintained

Enter the following.

Modification Option

Select “Correct” or “Update” from the drop-down list box.

If you select “Correct”, the history of modifications is not stored by the system. The record is merely corrected, and the system treats the modification date of the record to be the same as “Effective Date“ you specified when you created the record
“Update”, the system stores the history of modifications, by inserting a new record to track each change to the record. The previous record is internally closed. When you select “Update”, you must also enter the date from which the changes must become effective.

New Effective From

If the edit option you chose is “Update”, specify the date from which the current modification will be in effect. The system maintains the “Effective To Date” of the previous record to be one day less than the “New Effective From” date.

Select the “Previous” pushbutton beside the “Data Access History” field, to view the previous changes, if any, made to the selected role-checklist mapping.

If no previous record exists, the system will display the current record.

Note: When you click “Previous” pushbutton, the system will display the previous record in the database, provided you had chosen “Update” in the “Edit Option” drop-down list box.

Select the “Next” pushbutton in the “Access Data History” field, to view the next change of the role-checklist mapping.
Select the “Save” pushbutton to save the details.

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Page Objective

Use this page to record or edit the employee movement checklist.