- Topics Covered
- Step 1: Close Pending EPRs
- Step 2: Transfer or End Supervision
- Step 3: Remove any Organizational Roles
- Step 4: Transfer or Archive USDH
- Target Users
- HR Admins (Mission/Post Administrator/Manager)
When a USDH is transferring to a new post, the losing post should take the following actions as part of the check-out process. If the gaining post has not received the new employee, they should reach out to the losing post or contact ADG-GoMBC-Support@state.gov.
Step 1: Close Pending EPRs
Finalize any pending EPRs that are associated with the USDH. You will not be able to sign in on behalf of the USDH once the transfer is completed and this is often needed to close out EPRs as people are departing.
Step 2: Transfer or End Supervision
Transfer or end supervision: If the new supervisor has arrived at post, transfer the employees that the departing USDH supervises to the new supervisor. If the new supervisor has not arrived at post, either end supervision of all employees or transfer the employees to a temporary supervisor. Both of these actions can be done from Transfer Employees in the Organization Admin menu, as shown below. Please note, that you will only be able to transfer from employees that are currently in your post.
Step 3: Remove any Organizational Roles
If the USDH has an organizational role, this will need to be removed. Examples of organizational roles are Mission/Post Administrator (typically granted to the HRO or MO), Appeal Reviewer (typically granted to the DCM or other designate), and Reward Calculation Approver (typically granted to the HRO/MO and DCM or designate). The Mission Administrator is able to grant and remove these roles, but if assistance is needed, please contact ADG-GoMBC-Support@state.gov.
Step 4: Transfer or Archive USDH
Transfer post - once the USDH is clear of pending EPR actions and supervision responsibility in your post, you can transfer the USDH. This is done by changing the post in the USDH employee profile. Select Manage Employees from the Organization Admin menu. Search for the USDH and select edit, then update the Post of the USDH and Save.
Archive USDH - Alternatively, if the USDH is not moving to another post, they can be archived. Select Manage Employees from the Organization Admin menu, then the Archive icon.
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