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Assignment Transfer

HR Liaisons

When an employee’s People Group will remain the same, use this process to transfer the employee from one CSU department into your department.

If the employee’s group will change (i.e. from State Classified to Admin Professional), refer to the relevant sections of the HR System User Guide for Initiating Assignment Termination (for terminating the existing job) and Creating a New Concurrent Assignment (for creating a job in the new employee group).

Navigator screen > CSU Initiate Assgn Transfer

  1. Enter the Effective Date in Step 1 on the Transfer screen
    • Student assignments must be at the start of a pay period.
  2. Enter the employee’s name in Step 2 and press Tab or click Search for Person.
    • You may be required to choose the correct assignment from a list of values.
  3. When the rest of the fields populate, confirm that the correct employee was chosen.
  4. If the wrong employee was selected, re-enter the employee’s last name in the Full Name field and try again.
  5. Click Initiate Transfer to open the CSU Assignment Changes screen.
  6. The new Organization and Location will be populated based on the responsibility you’ve signed into. If the default location is not correct, use the LOV to select the correct value.
  7. Make any of the following changes, as necessary.
    • Qualifier – You may change the qualifier for Graduate Assistants. Changes to qualifier (GTA, GRA, or GSA) must occur on the first of a month.
    • Job – Enter the new job code in the Job field. The job title and grade (if applicable) will fill in automatically.
    • Position – If necessary, a new position number may be entered here.
    • Appointment End - The employee may be appointed at the same time that he is transferred to a new department.
    • Status – This field is used to initiate termination, retirement, or emeritus; when a faculty member becomes transitional or goes on sabbatical; when an employee is on leave without pay; or is suspended or reactivated. Student assignments should not be terminated by departments, only suspended.
    • Hours per Week – Change this field to change an employee’s FTE.
    • New Salary – Use this field if the employee’s salary is changing. Enter the hourly rate for hourly employees and the annual salary for salaried employees.
  8. Change Reason – Required for faculty, admin professional, graduate assistant, other salaried, and state classified employees. It is requested for non-student hourly employees. Reason not required for student assignments.
  9. Conditions of Appointment
  10. Creator Comments – Comments are required for all faculty, admin professional, graduate assistant, other salaried, and state classified employee changes.
  11. Click the Send into Approval Process button. You can print the form for your files by selecting File > Print before or after you submit the action for approval.
  12. If required for the person’s employee group, a Certification Form will be generated automatically. Please print and sign this form.
  13. Close the CSU Assignment Changes screen and the Initiate Assgn Transfer screen.