Step 1: Log in to Bronco Hub and Locate the Employee

1. Begin by signing in to Bronco Hub.

2. Locate the employee.

In Bronco Hub, employees can be located one of two ways:

1. Employee is your direct report:

   1. Select My Team from the top navigation and then select Team Activity Center.

   2. Direct reports will populate. Select the three dots (…) to the right of the employee name, select View More to display the full actions list. Locate and select Data Change by scrolling through the list or using the search bar at the top of the list.

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2. Employee is not your direct report:

   1. Select My Organization from the top navigation section of Bronco Hub and then select Show More located at the bottom of the left hand Quick Actions list. Select Data Change located in the Employment section (if needed, use CTRL+F to search for the option).

   2. After selecting Data Change, use the search bar to search for the employee. Search by Employee name (last name first), Employee Email or Employee ID. Select the employee name from the drop-down.

Step 2: Select Info to Include

1. If you are assigning the employee new direct reports while completing the data change, select the toggle for Direct Reports and the form will update to include a section to reassign existing reports to another manager. If you do not want to add new direct reports as part of the data change, leave the Direct reports default toggle setting.

2. If the employee has direct reports, an Existing reports toggle will display. If you are reassigning existing direct reports as part of the data change, select the Existing reports toggle and the form will update to include a section to reassign existing reports to another manager. If you do not want to reassign existing direct reports, leave the default setting.

3. Select Continue.

Step 3: Enter Transfer Information in the When and Why section

In the When and Why section, enter the following information:

1. When does the transfer start? This is the date the transfer is effective.

2. What’s the way to transfer? Select one of the action types listed below:

   1. Select Transfer with Pay for a lateral job change with a pay increase that does not require an open requisition.

   2. Select Transfer without Pay for a lateral transfer without a pay increase that does not require an open requisition.

3. Why are you transferring this person? Select either Interim Assignment, Involuntary or Voluntary.

1. Select Continue.

Step 4: Update Assignment details

1. In the Assignment section, update the applicable information.

   1. Person Type. Select if their person type for the assignment is Faculty, Staff, or Student.

   2. Business Unit. This will always be IDBSU.

   3. Projected End Date: The projected end date field only applies to temporary non benefit employees and student employees. Leave as the default or update with a new date.

   4. Job: Begin entering the job name for the position, then select it from the drop-down list.

   5. Business Title: Input the business title for the assignment.

   6. Grade: Defaults to the employee’s pay grade.

   7. Department: Type the 5 digit HR Department ID and select the appropriate department from the drop down. If needed, reference the “Bronco Hub and Perceptive HR Actions” tab of the Standard Approval Workflow Matrix for a list of department IDs. Department IDs are listed in column A.

   8. Location: The location will auto-populate based on the Department selected in the Department field.

   9. Assignment Category: Select whether this assignment is full-time regular, full-time temporary, part-time regular, or part-time temporary.

   10. Hourly Paid or Salaried: Select whether this assignment is hourly or salaried.

   11. Working Hours: Input the working hours per week for this assignment.

   12. Working Hours Frequency: Defaults to weekly. Leave as default.

   13. Payroll Group/Bargaining Unit: This field identifies if the individual is paid from irregular or regular funds. Select the applicable Payroll Group code from the drop-down. Refer to this matrix if you don’t know which option to select.

   14. Limited Service End Date: Enter a Limited Service End Date, if applicable.

   15. Interim Assignment: Select the checkbox for Interim Assignment, if applicable

   16. Probation Type: Select Entrance, Promotion, or Voluntary, if applicable.

   17. PCN #: Enter the PCN if applicable

   18. Shift Eligible: Select the checkbox for Shift Eligible if applicable,

   19. Class Number: Enter the Class Number if applicable.

   20. People Group: This field identifies if the individual is Faculty, Professional, Classified, Student, or Temporary and if they are paid from irregular or regular funds.

       1. To select an option, click in the People Group field and select a value from the list. Refer to this matrix if you don’t know which option to select.

       2. After selecting the applicable PeopleGroup designation, select an option for Under 12 Months.

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2. Select Continue.

Step 5: Costing / Funding Details (DO NOT USE THESE FIELDS)

Step 6: Update Manager Information (optional)

Confirm the accuracy of the line manager listed.

1. If you are not making any changes to the existing line manager select Continue.

2. If you are making changes to an employee's existing line manager, select the Edit (pencil) icon.

3. Add a new line manager by searching for an active employee in Managers field.

   1. Search by Employee name (last name first), Employee Email or Employee ID. Select the appropriate employee name from the drop-down.

   2. After selecting the new employee line manager, select Save.

4. Select Continue.

Step 7: Enter Salary Information (optional)

1. If you aren’t updating the employee salary, skip this step.

2. If you are updating the employee’s salary, enter the following information:

   1. Salary Basis: Select the applicable option ( Hourly, Pay Per Unit, Prorated Hourly, Prorated Salary, Salaried)

   2. Hourly Rate: Enter the hourly rate of the employee. The Annual Salary, Compa-Ratio, and Range Position will automatically update according to the hourly rate entered.

3. Select Continue to open the next section of the form.

Step 8: Reassign Existing Reports (optional)

If you selected the Existing reports toggle in step 2, you will have an option to reassign any existing reports.

1. Select the Select All box to reassign all existing direct reports to a new line manager.

2. If you are only reassigning some direct reports, select the box next to the individual or individuals you want to reassign.

3. Search for proposed manager field, begin typing the first and last name of the new line manager and select their name from the drop-down list.

4. Select Continue to open the next section of the form

Step 9: Enter Direct Reports Information (optional)

If you selected the Direct reports toggle in step 2, you will have the option to add direct reports.

1. Add a direct report by searching for their name (last name first).

2. Select the individual from the drop-down list.

3. Add as many reports as needed.

4. Select Continue to open the next section of the form.

Step 10: Add Comments and/or Attachments and Submit

1. In the Comments and Attachments section, add any applicable comments and attachments.

1. Select Submit.

What’s next:

Submitted transfers cannot be edited. If a transfer request is submitted incorrectly, you will need to withdraw and submit a new one.

Once submitted the data change request will route to the following:

1. The line manager (supervisor) of the employee being transacted upon.

2. The funding source manager(s) for the employee assignment home department/HR Department. Example, employee has a job in Athletics, the home department of the employee assignment is 97400

3. Graduate College if the transaction includes job codes: 49120, 49110, 49111, 49181, 49180

4. Human Resources

5. College / Division is the last approval

6. Provost if the person being transacted upon is faculty

Important Note: If the employee being transacted upon is not a faculty member, the name of the initiator will display as the last approver in the approval workflow. The initiator does not need to approve the transaction, Bronco Hub will automatically approve after all other approvals have been completed.

End of Process

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