This section explains how HR Admins and HR Specialists in a gaining agency can request document transfers from a losing agency. To do so, select "Request documents" on the home page. The request will appear in the "Monitoring" tab. Separate requests are required for multiple employments.
On the home page, select the “Request documents” button and select “Agency” from the dropdown to initiate an agency transfer request.
Enter the SSN of the employee you would like to request a transfer for then press “Search”.
If the account exists, the employee’s information will display. Review the accuracy of the information then press the “Select pick-up document” button.
Note: If the employee has multiple employments, use the checkboxes to select the folder that you would like to request. A separate transfer request must be submitted for each employment.
- Select the appropriate pick-up document to attach to the transfer request then press “Review pick-up document”. Only one pick-up document can be selected.
A preview of the selected pick-up document and the indexing will display. Review the accuracy of the form and indexing then press “Review transfer request”. To reselect a pick-up document, press the “Back” button.
- Before submitting the transfer request, review the request details to ensure all the information is correct.
Provide additional details for the Losing Agency to view in the “Notes” box if applicable. This note will appear in the “Activity” section of the request details page.
- To submit the transfer request, press” Submit”.
- A confirmation message will display, and the request will appear in the “Monitoring” tab of the task list. (See Task list for more information.