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Task: Add a Role

Task Definition: Add additional roles to an existing employee’s record. In this task – Add a new Role(s) as appropriate: Add a Role is a task that is performed only for an ‘Active’ employee. Steps – From the Roles/Distributions Task drop-down list: Select Add a Role

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Task: Add a Role

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  1. Task Definition: Add additional roles to an existing employee’s record. • In this task – Add a new Role(s) as appropriate: • Add a Role is a task that is performed only for an ‘Active’ employee • Steps – From the Roles/Distributions Task drop-down list: • Select Add a Role • Add role information as required • Add Distributions accordingly • See How to Add/Update Distributions for details Task: Add a Role The Home ORG PennWorks user may set a flag that locks or ‘freezes’ non-Home ORG PennWorks users from adding new roles. To add a new role to a locked employee, the hiring ORG will have to contact the Home ORG. An unchecked box means that non-Home ORGs may add roles. To see this in PennWorks...click here

  2. Task: Add a Role (cont’d) Click Add a Role to advance to the next screen

  3. Task: Add a Role (cont’d) Add Role details as required Role State can be Final or Projected; a ‘Projected’ Role State is used for planning purposes and is not sent to the HR/Payroll system until it is set to ‘Final’ Term impacts the per amount calculation for salaried employees Use Open-ended if there is no specified End Date for the Role [Add Distributions] allows you to add a distribution. See How to Add/Update Distribution for more specific information. Click [Submit] to complete

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