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Task: Promotion/Demotion

This guide provides clear instructions on how to promote or demote an employee using PennWorks. After conducting a 'Find/Add a Person' search, navigate to the Roles/Distribution tab to select Promotion/Demotion. Enter the new position details, including Position Inv. #, and update distribution accordingly. It’s essential to process these changes after the last payroll run for the old position but before initiating the new one. Follow the steps outlined for a seamless transition in employee roles.

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Task: Promotion/Demotion

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  1. Task Definition: Promote or demote an employee. • In this task– Update the information that is required to Promote or Demote an employee • In PennWorks, once you have completed the ‘Find/Add a Person’ search, you can select the Promotion/Demotion from the Roles/Distribution tab • Steps – From the Task drop-down list: • Select Promotion/Demotion • Enter new details as required • Including Position Inv. # • Add/update Distributions accordingly • See the Add/Update Distributions task for details Task: Promotion/Demotion Timing is important! Process distribution changes after the last payroll runs for the old position but before the new position. To see this in PennWorks...click here

  2. Task: Promotion/Demotion (cont’d) Click Promotion/Demotion to advance to the next screen • From the Roles Summaries drop-down list, select Promotion/Demotion

  3. Task: Promotion/Demotion (cont’d) Enter Role details as required Update Distributions as required Click [Submit]

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