Requesting Organizational Department Additions and Changes in HRS

Overview

This document provides guidance for institutions about requesting Organizational Department updates.

Process Considerations:

You may click on the links below to navigate directly to a section:

Instructions

Step 1: Complete Request Form

A. Organizational Department request forms are located on the UWSS Service Operations Human Resources webpage, in the Organizational Department Changes tile.

B. Download and complete the top portion of the PDF request form.

C. Complete the rest of the PDF form if space allows; if the number of changes exceeds the space available, download and complete the Excel spreadsheet.

  • It is preferred that Org Dept information is entered electronically on each form.
  • The PDF form must include all three approval signatures.
  • The funding source provided for HRS Department-Level Funding should be valid in SFS prior to submitting the Org Dept request.
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Step 2: Consider Organizational Department Mass Job Update

  • Service Operations has the capability to mass load Organizational Department changes from an Excel template to employee Job records in HRS.  If the Org Dept Request results in Org Dept changes for around 100 employees or more, an Org Dept Mass Job Update may be requested.
  • If an Org Dept Mass Job Update is requested, the Service Operations HR team will populate an Excel template with active employees and return it to the requesting institution for review and updates.
  • The Org Dept Mass Job Update will be performed after the new Org Dept(s) have been created in HRS and after receiving the updated Mass Job Update Excel template from the institution.
  • For all Mass Job Updates, Position data will also be updated if employees are in a Position.
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Step 3: Consider Mass Funding Update

  • A new Appointment-level funding value needs to be added anytime an employee is hired, rehired, transferred, or their Organizational Department changes; see Adding or Changing Appointment Level Funding for Employee's Salary Expense in HRS
  • Service Operations has the capability to mass load Appointment-level funding changes from an Excel template to employee records in HRS. If the Org Dept Request results in Org Dept changes for around 100 employees or more, a Funding Mass Update may be requested.
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Step 4: Submit Email

To: Send to the Service Operations Support Team; see Get help from UW-Shared Services Support Team.
  • Note: UW Madison Org Dept requests should be sent to hris@ohr.wisc.edu; OHR will review and submit to Service Operations.
Subject: FY[YY] Organizational Department Request [Business Unit]

Body: In addition to noting the email attachment(s), be sure to note if you are also requesting Service Operations assistance with updating employee Job Data, Position and/or Appointment-level funding records in HRS by use of a mass update process.
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Step 5: Reminders

A.  In addition to entering a new Appointment-level funding value, other updates may be needed when an employee's Organizational Department changes
  • An employee's Time and Labor Security may need to be updated; see Creating and Maintaining Time and Labor Security in HRS
  • An employee's Tenure Home may need to be updated, especially if a tenure granting Org Dept is inactivated; see Entering Tenure Tracking in HRS
  • An employee's row-level security is reset and may need to be updated when they have an Action: Data / Position Change and Action Reason: Change Department, or Action: Transfer row in Job Data; see [Link for document 45675 is unavailable at this time.]
    • Note: an Action: Transfer entry in Job Data will also reset the employee's role security see [Link for document 44840 is unavailable at this time.]
  • When a new Org Dept is created, Workflow for Additional Pay (WfAP) Approvers need to be set up; see [Link for document 84118 is unavailable at this time.]
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Additional Resources

Related KBs:

Related Links:

Get Help

  • Click HERE to contact UW Shared Services or HERE for the Office of Technology Services (OTS) Helpdesk if you have any issues with these instructions.
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