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For Academics, the Intra-Location Transfer template should be used for permanent changes, such as series changes. We have observed Intra-Location Transfer templates being used for graduate student workers without communicating with the department that is currently employing them. In some instances, the current department is planning to extend the job or place the employee on short work break to return at a later date. The Intra-Location Transfer template will use the current employee record, making it impossible for the current department to extend the job or put it on short work break. In most graduate student cases, using the Concurrent Hire template transaction is the better option. The Concurrent Hire template transaction creates a new employee record, preserving the existing record in the current department. Effective December 18, 2020

Academic Transfer Template – Discontinue Use: The academic intralocation transfer template is causing problematic issues with vacation/sick/PTO accruals, end dates, direct retros, reporting, and more. Our new best practice for academic transfers will be to use the Concurrent Hire template to add the new job and the Termination template to end the old job.

This change does not apply to the Staff intralocation transfer process.

See the 12/18/20 email from Academic Compensation here.


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TL:DR Use Concurrent Hire; only ;DR Do not use Intralocation Transfer Process for PERMANENT changes!.  Use 2 templates: Concurrent Hire Template + Termination Template