Requesting an Employee Status Change

Access the Create Employee Status Change Request form

To request an employee status change:

  1. On Work With Managers Employees, click one of these buttons and click Find to display your subordinates.

    • Active Employees

    • All Employees

  2. Select the subordinate's record that you want from the detail area.

  3. From the Row menu, select Status Change Req and then Status Change.

  4. On Select Employee Status Change Request, select an option.

    Review change type notes and initiate an employee status change.

    Values can be defined for the change type fields to meet the needs of the organization.

    • Change1

    • Change2

    • Change3

    • Change4

    • Change5

    • User Defined

  5. To display notes or instructions about the change process, click the button next to the option.

  6. Click Add.

  7. On Create Employee Status Change Request, complete these fields:

    • Change Reason

    • Effective On

  8. Read the comments on the Instructions tab, and then select the next tab to enter appropriate changes to the active fields.

    Fields that are not applicable to the type of change that is selected are not available for changes.

  9. Select each of the remaining tabs and enter changes as appropriate.

    Because a limited number of fields can be placed on a form at one time, the eligibility code, user-defined dates, and category code fields are on a different form. When you select the Category Codes/User Dates tab, this form is automatically displayed.

  10. After you review information for all tabs and complete the changes, perform one of these actions:

    • Click OK to save, but not submit, the request.

      This option enables you to review the request at a later date and then submit it for approval.

    • Click Submit to save and submit the request for approval.

      After you submit a request, you cannot revise it except to enter a new change reason or to change the effective on date.

The system automatically generates workflow messages in the Employee Work Center for the appropriate managers. The system updates the Employee Master Information table (F060116) when the required approvals are complete.

If you need to change a request after you have submitted it, but before it has been approved, cancel the request and create a new one.