Important Notes:

Always consult with HR before submitting an employee transfer to ensure it is the correct process to follow based on the scenario you’re working through. Email hrs@boisestate.edu with details so they can approve the transfer.
Employee transfers must have an effective date of the beginning of a pay period (Sunday). If a transfer is submitted with a mid pay period effective date, it will be rejected by HR. The final approval for the submitted action must be completed by the Thursday before payday in order for HR to process the request by the effective date.

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

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

Begin by signing in to Bronco Hub.
Locate the employee.

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

Employee is your direct report: select My Team from the top navigation section of Bronco Hub and then select My Team. Direct reports will populate. Select Actions to the right of the employee name and select Data Change from the drop-down list.
Employee is not your direct report: 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). 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 appropriate employee name from the drop-down.

Step 2: Select Info to Manage

If the employee has direct reports, an option to Reassign Existing Reports will display.

If you would like to reassign direct reports as part of the data change, select the checkbox to reassign. Otherwise, leave the reassign checkbox blank.

If you are assigning the employee direct reports while completing the employee demotion, select the checkbox titled Add Direct Reports.
Select Continue.

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

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

When does the transfer start? This is the date the transfer is effective.
What’s the way to transfer? Select the applicable data change action type.
1. Select Transfer with Pay for a lateral job change with a pay increase and 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.
Why are you transferring? Select either Interim Assignment, Involuntary or Voluntary.

Select Continue.

Step 4: Update Appropriate Data Change Details

In the Data Change section, update the applicable information.

Notes about entering details in each field are outlined below:

Person Type. Select if their person type for the assignment is Faculty, Staff, or Student.
Business Unit. This will always be IDBSU.
Job (formerly known as Job Code). Begin entering the job name for the position. Then select it from the drop-down list.
Business Title. Input the business title for the assignment.
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.
Location: This field will auto populate based on the HR ID entered in the Department field. Leave it as is.
Assignment Category. Select whether this assignment is full-time regular, full-time temporary, part-time regular, or part-time temporary.
Hourly Paid or Salaried. Select whether this assignment is hourly or salaried.
Working Hours. Input the working hours per week for this assignment.
Payroll Group. This field identifies if the individual is paid from irregular or regular funds. Select the applicable Payroll Group code from the drop-down.
People Group. Select the applicable employment type by Selecting the blue search box. This field identifies if the individual is Faculty, Professional, Classified, Student, or Temporary and if they are paid from irregular or regular funds. Select the blue magnifying glass icon to update this field.
- If you select People Group as Faculty, Professional, or Classified, and they are working 12 months, leave Segment 2 (under 12 months) blank.
- If you select People Group as Faculty, Professional, or Classified and they are working less than 12 months, select the applicable working months from the drop-down. Options are 10 months, 11 months, and 9 months. Select OK.
- If you select People Group as Temporary or Student, always leave Segment 2 (under 12 months) blank.
- Make the appropriate selection for People Group and select OK.
After updating applicable fields for the data change, select Continue.

Step 5: Costing / Funding Details (do not use these fields)

HR Processors cannot make costing changes to an assignment if the request is submitted as part of a demotion. To update an employee’s costing, submit an Employee Costing Change as outlined in this job aid.

If needed, departments can choose to use the demotion costing fields for internal communication purposes.

Step 6: Update Manager Information (optional)

Confirm the accuracy of the line manager listed.

If you are not making any changes to the existing line manager select Continue.
If you are making changes to an employee's existing line manager, select the Edit (pencil) icon.
Add a new line manager by searching for an active employee. Search by Employee name (last name first), Employee Email or Employee ID. Select the appropriate employee name from the drop-down.
1. After selecting the new employee line manager, select Ok
Select Continue.

Step 7: Enter Salary Information (optional)

If you aren’t updating the employee salary, skip this step.
If you are updating the employee’s salary, enter the following information:
1. Hourly Rate: Enter the hourly rate of the employee. The adjustment amount and percentage will automatically update according to the hourly rate entered.
Select Continue to open the next section of the form.

Step 8: Reassign Existing Reports (optional)

If you selected the Reassign Existing Reports tile in the “When and Why” section, you will have an option to reassign any existing reports.

Select the Select All box to reassign all existing direct reports to a new line manager.
If you are only reassigning some direct reports, select the box next to the individual or individuals you want to reassign.
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.
Select Continue to open the next section of the form.

Step 9: Enter Direct Reports Information (optional)

If you selected the Add Direct Reports tile, tile in the “When and Why” section, you will have the option to add direct reports.

Add a direct report by searching for their name (last name first).
Select the individual from the drop-down list.
Add as many reports as needed.
Select Continue to open the next section of the form.

Step 10: Add Comments and Attachments

In the Comments and Attachments section, add any applicable comments and attachments. Check with your department’s business manager for any required department specific comments or attachments.
Select Continue to open the next section of the form.

Step 11: Confirm Accuracy and Submit the Request

Select the Edit icon located on the right each section to expand the section and view details.
After reviewing and verifying any data change updates, select Submit at the top of the page.

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:

The line manager (supervisor) of the employee being transacted upon.
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
Graduate College if the transaction includes job codes: 49120, 49110, 49111, 49181, 49180
Human Resources
College / Division is the last approval
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

Bronco Hub Training Portal (Homepage)

Employee Transfer (with or without pay)