Reports To Update eDoc for RTC (Reports to Change)

Procedure

  1. The Report To Update eDoc is located on the HRMS Portal under Position eDocs
  2. Hover over and click on the link
  3. The Reports To Update Position Document Lookup screen will open
  4. Enter the Position Number of the position you want to update.  It is recommended to not update the “reports to” for pooled – Part Time positions.
  5. Click search or hit enter on your keyboard.  Records that meet the search criteria will appear.
  6. Click on REPORTS TO UPDATE POSITION DOCUMENT under ACTIONS
    • The Effective Date of the Maintain Position will default to the current date. The Effective Date is the date on which the action reason selected takes effect.  The system will allow the effective date to be back dated however, it cannot be back dated further than one year or the date on the left (which ever applies). 
  7. Action Reason: with the down arrow select Reports To Change.  This should be the only action reason available.
  8. Click Continue
  9. Position Data: HRMS eDocs provide you with two columns of information. The left column shows you data for this position as it currently exists in the system. The data is copied forward to the right column with only certain field(s) editable. Please note data on the right side that has been updated is highlighted in yellow.  This not only helps confirm any changes before submitting for routing but also helps approvers note changes when they review the eDoc for approval.
  10. Reports To field: Enter the position number if you know it or use the lookup, magnifying glass, to select a new position.  
  11. Click Continue.
    12. If you realize you need to make a change after moving to the next section of the eDoc, use the Return button to return to the previous section or all the way back to the Effective Date section.
  12. Notes and Attachments: If desired, you may add a note and click on the Add Button on the far right to save it.
  13. When the eDoc has been reviewed and ready, select Submit.  The eDoc should say, “Document was successfully submitted” in the upper right corner of the eDoc.
  14. The eDoc will route directly to Transaction Services for approval.
  15. Select Close at the bottom of the document. Note that the status has changed from “INITIATED” to “ENROUTE”.

Additional actions:

  • If needed the eDoc may be saved by clicking the Save button at the bottom of the eDoc. This action will move the eDoc into your action list where you can retrieve it later. 
  • Use the Cancel button to cancel a document you no longer need/want. 
  • Refrain from clicking the “X” in the upper right corner of your browser screen. This action will leave the eDoc in INITIATED status, causing any further actions on the employee’s record to be blocked without assistance from the HRMS Support Center to cancel the eDoc.