Contact

University Workforce Operations

Phone
Fax
319-353-2234
Campus Address
120 USB
Mailing Address

120 University Services Building
Iowa City, IA 52242-1911
United States

Purpose

To update job record information when an individual is assuming a University of Iowa position other than their current one and there is no break in service between the last date in the current position and the first date in the new position. 

Eligibility

All applicable information can be entered on the transfer, including a change in position number. Effecting the change in position through the transfer form is important in order to maintain benefits as the employee moves from one position or status to another.

In the case of a transfer involving movement of a staff member from one department to another, a Transfer Form is initiated by the new department.

Not all job changes are completed using a Transfer form. Some exceptions exist which require a termination and a new appointment, instead of a Transfer form.

These exceptions include:

A current... moving to or from a... then...
Biweekly Student Biweekly Student Process a termination and new appointment form
Merit Permanent Any Biweekly appt
Short Term Any Appt Type

 

Effective Date

Typically, the effective date provided on the Transfer form should reflect the first day when the individual is set to begin working in the new position or status. 

However, some differences exist for academic positions depending on the type of positions the individual is moving to or from.

A current... moving to or from... then...
Academic position Another academic position Use the 1st day of the academic session
A fiscal position Contact University Workforce Operations to determine appropriate date

 

Certain benefits, such as retirement and/or insurance coverage, may be impacted by the Transfer. When a Transfer starts or changes benefit plans, eligibility starts the 1st of the month following the effective date.  Contact University Benefits with additional questions.

Position Management 

The relationship between the job record and the position attributes is a critical one. Oftentimes, when an employee is moving between different positions at the University, a Transfer form is used.

To ensure that the job record and position information that exists within Position Management sync correctly, the department must verify that the current attributes are correct and match the job.

Moving an employee from one position to another is a two-step process:

  • Step 1 - Position created or modified within Position Management
  • Step 2 - Transfer form to update the job record, moving the employee to the new position

NOTE: Use the same effective date in both applications to ensure the information in both systems are in sync.

For additional questions regarding position information, please contact Compensation and Classification.

 

Classification Specific

Faculty 

  • A Transfer form should be processed when a faculty member changes department and/or college affiliation, changes between tracks (non-tenure, tenure, clinical and research).  
  • When a tenured faculty (FT) member is appointed to a full-time administrative (FM) position, the department must complete the following steps: 
    • Initiate a Transfer form to transfer the FT appointment to a FM appointment, to prevent a lapse in benefits coverage. 
    • Initiate a complimentary FT appointment. 
  • For information on processing Emeritus appointments or other faculty related HR Form information, please visit the Office of the Executive Vice President & Provost website

P&S 

  • Each staff member covered by this policy is appointed to one of the following five categories and provided specific written notice of the category at the time of appointment:  
    • Career status
    • Probationary status
    • At-will status
    • Specified Term
    • Temporary status 
  • A list of all P&S classifications, including the pay level/structure, career status eligibility, and probationary periods determined for each classification, is available through the Compensation and Classification website, Human Resources website, and collegiate and division offices. 
  • SEIU employees transferring to a new clinical unit shall receive a letter of appointment which specifies the position title and appointment percentage, start date, anticipated responsibilities and work schedule, salary rate and a contact for benefit information. 

Transfer Forms by Type

Faculty

  • Job Change Transfer: Used to show changes in department and/or college affiliation; changes between tracks (non-tenure, tenure, clinical, and research); when moving an employee from a different employee group (e.g., P&S, Grad Assistant, Post-Doc) to a faculty appointment; and when a tenured faculty (FT) member is appointed to a full-time administrative (FM) position (the department must also initiate a complimentary FT appointment). When moving a faculty member to Emeritus status, please see Emeritus Faculty Status for information on processing Emeritus appointments.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
With Benefits

Fiscal Year

Academic Year

Yes
Without Benefits

Fiscal Year

Academic Year

First Semester

Second Semester

Yes
Complimentary N/A No
  • Interim Appointment: Used when a faculty member is appointed to an interim position for a period of time.  
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
With Benefits

Fiscal Year

Academic Year

Yes
  • Org Change Transfer: Used to transfer an employee’s position to a new org/department when position ownership changes.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
With Benefits

Fiscal Year

Academic Year

Yes
Without Benefits

Fiscal Year

Academic Year

First Semester

Second Semester

Yes
  • Paygroup Change: Used when changing the type of paygroup on an existing appointment.  The org/department and faculty rank are not changing.  Examples include changing from fiscal to school year or from bi-weekly non-student to fiscal.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
With Benefits

Fiscal Year

Academic Year

Yes
Without Benefits

Fiscal Year

Academic Year

First Semester

Second Semester

Yes

P&S

  • Layoff Transfer: Used when an applicant exercises layoff consideration through the Jobs@UIOWA search process.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

Yes
  • Layoff Networking Transfer: Used when org/department hires a laid-off candidate without conducting a search utilizing the Layoff Networking Program.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

Yes
  • Job Change Transfer: Used to correct a job code; when an employee is selected for a position in a lower pay level; when an employee is selected for a position in a different employee group (P&S, SEIU, Merit, bi-weekly); or to return an employee to their former position following the end of an interim appointment.  
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

Yes
Temporary

Fiscal Year

Academic Year

First Semester

Second Semester

Yes
Research Intern N/A Yes
Complimentary N/A No
Bi-weekly Non Student N/A Yes
  • Interim Appointment: Used when an employee is transferred into a vacant P&S position on a temporary basis.  (The Electronic signature of the staff member will serve as their acceptance of the terms and conditions of the interim appointment and agreement.  Approval by the Department Administrator, the organization/College and University HR via Workflow will constitute approval of the interim appointment agreement.  Some departments may continue to use and attach old interim appointment form with signatures.)
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

No
  • Lateral Transfer: Used when an employee is selected for a position in a lateral pay level, regardless of the pay structure A or B; or when correcting the position number of an original appointment or transfer (requires original requisition number and remarks explaining request).
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

Yes
Temporary

Fiscal Year

Academic Year

First Semester

Second Semester

Yes
Research Intern N/A Yes
Complimentary N/A No
  • Org Change Transfer: Used to transfer an employee’s position to a new org/department when position ownership changes.  (If Org change is a result of a search or search waiver, use Job Change Transfer, Promotion or Lateral Transfer)
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

No
Temporary

Fiscal Year

Academic Year

First Semester

Second Semester

No
Research Intern N/A No
Complimentary N/A No
  • Paygroup Change: Used when changing the type of paygroup on an existing appointment.  The org/department and job classification are not changing.  Examples include changing from fiscal to school year or from academic year to fiscal.  This form is not used when transferring a bi-weekly employee to a regular appointment.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

Yes
Temporary

Fiscal Year

Academic Year

First Semester

Second Semester

Yes
Research Intern N/A Yes
Complimentary N/A No
Bi-weekly Non-student N/A Yes
  • Promotion: Used when an employee is selected for a position in a higher pay level, regardless of the pay structure A or B. If applicable, used following the end of an interim appointment if the employee has been selected for the position (a Search & Selection or Search Waiver must be approved).
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

Yes
Temporary

Fiscal Year

Academic Year

First Semester

Second Semester

Yes
Research Intern N/A Yes
Complimentary N/A No
  • Special Assignment: Used when an employee is transferred into a special assignment prior to leaving the University in order to retain them in a different role.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Regular

Fiscal Year

Academic Year

School Year

Yes

Merit

  • Merit Demotion: Used when a Merit employee transfers from a position in a higher pay grade to a different position in a lower pay grade.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

Yes
School Term

Bargaining

Exempt

Yes
  • Merit Original Entry: Used when a current Merit employee in a probationary period is selected for a position in a different Merit classification.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

Yes
School Term

Bargaining

Exempt

Yes
  • Merit Recall: Used when an employee takes a position through the bumping process rather than taking a layoff and is subsequently placed via Recall to the previously held class; or a laid off Merit employee who is rehired with the Recall/Reemployment priority.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

Yes
School Term

Bargaining

Exempt

Yes
  • Merit Reinstatement: Applies to previous permanent Iowa Board of Regents Merit Employees who resigned in "Good Standing". This reinstatement status applies to classifications where the qualifications are met and are in the same pay grade or lower than the last permanent job previously held.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

Yes
School Term

Bargaining

Exempt

Yes
  • Merit Reassignment: Used when a current Merit employee in a probationary period is selected for a position in the same classification; when an employee is placed into a new position as a result of a reduction in force; or for position management/budget cleanup (an explanation must be included in the Remarks section of the form).
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Permanent

School Term

Yes
School Term

Permanent

School Term

Yes
  • Merit Contract Transfer: Used when an employee with permanent status transfers to another position in the same classification while exercising their contract transfer rights. 
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Yes
School Term

Bargaining

Yes
  • Merit Lateral Transfer: Used when a Merit employee transfers from one Merit position to a different Merit position in the same pay grade.  
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

Yes
School Term

Bargaining

Exempt

Yes
  • Merit Promotion: Used when a Merit employee transfers from one Merit position to a different Merit position in a higher pay grade.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

Yes
School Term

Bargaining

Exempt

Yes
  • Job Change Transfer: Used when an employee is selected for a position in a different employee group (P&S, SEIU, Merit)
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

Yes
School Term

Bargaining

Exempt

Yes
  • Interim Appointment: Used when an employee is transferred into a vacant P&S position on a temporary basis. (The Electronic signature of the staff member will serve as their acceptance of the terms and conditions of the interim appointment and agreement.  Approval by the Department Administrator, the organization/College and University HR via Workflow will constitute approval of the interim appointment agreement.  Some departments may continue to use and attach old interim appointment form with signatures.) 
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

No
School Term

Bargaining

Exempt

No
  • Org Change Transfer: Used to transfer an employee’s position to a new org/department when position ownership changes.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

No
School Term

Bargaining

Exempt

No
  • Special Assignment: Used when a Merit employee is transferred into a vacant Merit position on a temporary basis.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer
Permanent

Bargaining

Exempt

Yes
School Term

Bargaining

Exempt

Yes

SEIU

  • SEIU Weekend option: Used when an SEIU employee contract transfers to a weekend position.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Permanent

Temporary

Weekend

N/A

Yes
  • Job Change Transfer: Used to correct a job code; when an employee is selected for a position in a lower pay grade; when an employee is selected for a position in a different employee group (P&S, SEIU, Merit, bi-weekly) or to return an employee to their former position following the end of an interim appointment.  
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Permanent

Temporary

Weekend

Bi-weekly Non-Student

N/A

Yes
  • Org Change Transfer: Used to transfer an employee’s position to a new org/department when position ownership changes.  (If Org change is the result of a search or search waiver, use Job Change Transfer, Promotion or Lateral Transfer)
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Permanent

Temporary

Weekend

N/A

No
  • Interim Appointment: Used when an employee is transferred into a vacant P&S position on a temporary basis.  (The Electronic signature of the staff member will serve as their acceptance of the terms and conditions of the interim appointment and agreement.  Approval by the Department Administrator, the organization/College and University HR via Workflow will constitute approval of the interim appointment agreement.  Some departments may continue to use and attach old interim appointment form with signatures.)
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Permanent

Temporary

Weekend

N/A

No
  • Lateral Transfer: Used when an employee is selected for a position in the same pay grade; or when correcting the position number of an original appointment; or transfer (requires original requisition number and remarks explaining request); or move SEIU staff out of weekend option.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Permanent

Temporary

Weekend

N/A

Yes
  • Promotion: Used when an employee is selected for a position in a higher pay grade. If applicable, used following the end of an interim appointment if the employee has been selected for the position (a Search & Selection or Search Waiver must be approved). 
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Permanent

Temporary

Weekend

N/A

Yes

Graduate/Undergraduate Assistant

  • Job Change Transfer: Used to correct a job code; when an employee is selected for a position in a different employee group (P&S, SEIU, Merit, bi-weekly); or to return an employee to their former position following the end of an interim appointment. 
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Graduate Assistant

Fiscal Year

Academic Year

First Semester

Second Semester

Complimentary

Yes
Undergraduate Assistant

Academic Year

First Semester

Second Semester
No
  • Lateral Transfer: Used when an employee is selected for a position in a lateral pay level, or when correcting the position number of an original appointment or transfer.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Graduate Assistant

Fiscal Year

Academic Year

First Semester

Second Semester

Complimentary

Yes
Undergraduate Assistant

Academic Year

First Semester

Second Semester
No
  • Org Change Transfer: Used to transfer an employee’s position to a new org/department when position ownership changes.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Graduate Assistant

Fiscal Year

Academic Year

First Semester

Second Semester

Complimentary

Yes
Undergraduate Assistant

Academic Year

First Semester

Second Semester
No
  • Paygroup Change: Used when changing the type of paygroup on an existing appointment. The org/department and job classification are not changing. Examples include changing from fiscal to school year or from academic year to fiscal.
Appointment Sub Type Appointment Term Signed Offer Letter Required with Transfer

Graduate Assistant

Fiscal Year

Academic Year

First Semester

Second Semester

Complimentary

Yes
Undergraduate Assistant

Academic Year

First Semester

Second Semester
No

Impact

  • To prevent over/under payments, Transfer forms should be complete through the Workflow system prior to payroll cutoff in the month the change occurs (5 business days before the end of the month).
  • Transfers to, or from permanent positions that are benefit eligible going to or from a non-benefit eligible/temporary position (i.e. unpaid complimentary, some fellowships, less than 50% FTE) may have an impact to retirement or insurance coverage.
  • Transfers changing percent of time will impact benefit accruals (e.g., vacation, sick).
  • Access to buildings, laboratories, parking lots, system access, and other assigned accesses.
  • Using the Transfer form for a Fellowship Appointment F*52, Post-Doctoral Appointment FP02, or PG 9 Complimentary Appointment to a paid position, like PG A, B, 7, 8, 1, 3 has an impact on the Employment Eligibility Form I-9. 
    • For more information visit I-9 Information in the Faculty and Staff Immigration Services website.

Post Workflow Processing

Below are the processing steps and timing that should be considered once the transaction form has been initiated.

Posting to the HR system:

Form action or types (pay groups = PG):

Timing:

Data entered / Not auto loaded

  • All Monthly Transfer Forms
  • All Biweekly Transfer Forms
  • All revisions to a form while routing for approval
  • Monthly & Biweekly forms data entered once initiated in Workflow

  • Revisions are data entered once complete in Workflow

Auto loaded

  • None

Support

If a form needs to be returned for any reason (i.e. editing, voiding), please contact University Workforce Operations at hr-transaction@uiowa.edu or 319-335-2381 or for any questions about the HR Transaction System.