Home ORG Transfer QRG
Home ORG Transfer can be
performed on these dates.
Please note: All weekly payroll activities must occur before performing the Home ORG Transfer.
Weekly to Weekly - Monday
The new role should begin on the first day of a
new pay cycle, i.e. Monday. The transfer should
Sun
Mon
occur the day after a pay cycle is completed, i.e.
30
Tuesday, Wednesday, etc.
 Old Role End Date
Sun, Oct 6
6 Last 7 First Day
 New Role Start Date
Mon, Oct 7
Day Old New Role
Role
 Home ORG Transfer
Oct 8 - 14
Old Department:
 Role End Date
 Dist. Stop Date
New Department:
 Role Start Date
 Dist. Start Date
Sun, Oct 6
Sun, Oct 6
13
October
Tue
1
2
8 Home 9
Sat
4
5
10
11 Last 12
Pay Old
Role
14 Weekly 15
16
17
18 First 19
Pay New
Role
Please note: If the new position does not occur on a
Monday, please contact Human Resources.
Begin a new role between the first of a month
Sun
and before monthly payroll runs.
 Old Role End Date
Sun, Oct 20
 New Role Start Date
Mon, Oct 21
6
 Home ORG Transfer
Oct 22 - 23
Mon, Oct 21
Mon, Oct 21
Fri
3
Payroll Runs
Mon, Oct 7
Mon, Oct 7
Sun, Oct 20
Sun, Oct 20
Thu
ORG
Transfer
Weekly to Monthly – Prior to Monthly Payroll
Old Department:
 Role End Date
 Dist. Stop Date
New Department:
 Role Start Date
 Dist. Start Date
Wed
13
October
Mon
Tue
Wed
Thu
Fri
Sat
30
1
2
3
4
5
7
8
9
10
11
12
14
15
16
17
18
19
20 Last 21 First 22 Home 23 Monthly 24
25 Last 26
Day Old
Role
Day New
Role
ORG
Transfer
Payroll Runs
Pay in
Old Role
27
28
29
30
31First
Pay in
New
Role
Weekly to Monthly – After Monthly Payroll
If the transfer does not occur by the monthly
payroll run, it should not occur until the 1st of the
Sun
next month.
 Old Role End Date:
Thurs, Oct 31
 New Role Start Date:
Fri, Nov 1
 Home ORG Transfer:
Nov 5 – 20*
3
Old Department:
 Role End Date
 Dist. Stop Date
New Department:
 Role Start Date
 Dist. Start Date
Oct 31
Oct 31
Nov 1
Nov 1
November
Mon
4
Tue
Wed
5 Home 6
Thu
Fri
Sat
31Last 1First
Day Old Day New
Role
Role
2
7
8
9
ORG
Transfer
10
11
12
13
14
15
16
17
18
19
20 Monthly 21
22
23
Payroll Runs
For additional information regarding a Home ORG Transfer in PennWorks,
please refer to the ‘Pennworks ‘How to’ for Home ORG Transfer
http://www.finance.upenn.edu/ftd/documentation.shtml#pennworks
Last Update 09/10/14
Home ORG Transfer can be
performed on these dates.
Home ORG Transfer QRG
Monthly to Monthly – First Day of Month
It is preferred the new role begin on the first day of a
new pay cycle, i.e. first day of month.
 Old Role End Date:
Mon, Sept 30
 New Role Start Date:
Tues, Oct 1
 Home ORG Transfer:
Oct 2 – 23
Old Department:
 Role End Date
 Dist. Stop Date
Mon, Sep 30
Mon, Sep 30
New Department:
 Role Start Date
 Dist. Start Date
October
Sun
Mon
Tue
Sun, Oct 6
Sun, Oct 6
New Department:
 Role Start Date
 Dist. Start Date
Mon, Oct 7
Mon, Oct 7
Fri
Sat
First 2 Home
Day New ORG
Role
Transfer
3
4
5
Day Old
Role
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23Monthly 24
25
26
Payroll
Runs
Tues, Oct 1
Tues, Oct 1
Typically the new role will begin on a Monday.
 Old Role End Date:
Sun, Oct 6
 New Role Start Date:
Mon, Oct 7
 Home ORG Transfer:
Oct 7 - 22
Old Department:
Thu
30 Last 1
Monthly to Monthly – During the Month
 Role End Date
 Dist. Stop Date
Wed
October
Sun
Mon
6 Last 7 First
Tue
Wed
Thu
Fri
Sat
8
9
10
11
12
14
15
16
17
18
19
21
22
23Monthly 24
25
26
Day
Old
Role
Day New
Role;
Home
ORG
Transfer
13
20
Payroll
Runs
Please note: Every business day of the month should be accounted for so the employee will be fully compensated for the month.
Monthly to Weekly – First Day of Month
New role begins on the first day of the month.
 Old Role End Date:
Mon, Sep 30
 New Role Start Date:
Tues, Oct 1
 Home ORG Transfer:
Wed, Oct 1 - 7
Old Department:
 Role End Date
 Dist. Stop Date
Mon, Sep 30
Mon, Sep 30
New Department:
 Role Start Date
 Dist. Start Date
Tues, Oct 1
Tues, Oct 1
Monthly to Weekly – Not First Day of Month
October
Sun
Mon
Tue
30 Last 1
Day Old
Role
6
First
Day New
Role
Home
ORG
Transfer
7 Weekly 8
 Role End Date
 Dist. Stop Date
Sun, Oct 20
Sun, Oct 20
New Department:
 Role Start Date
 Dist. Start Date
Mon, Oct 21
Mon, Oct 21
Thu
Fri
Sat
2
3
4
5
9
10
11
12
16
17
23Monthly 24
18
25
19
26
Payroll
Runs
13
20
14
21
15
22
Payroll
Runs
Transfer between the Monday directly preceding the
monthly payroll and first day of next month.
 Old Role End Date:
Sun, Oct 20
 New Role Start Date:
Mon, Oct 21
 Home ORG Transfer:
Oct 24 – 28*
Old Department:
Wed
October
Sun
Mon
Tue
Wed
Thu
Fri
20
21 First 22
23Monthly 24
Last
Day
Old
Role
Day New
Role
Payroll
Runs
Home
ORG
Transfer
27
28Weekly 29
30
31 Last 1First
Payroll
Runs
Pay in
Old Role
25
Sat
26
2
Pay in
New Role
*Please note: Monthly Payroll must run first before performing Home ORG Transfer.
Last Update 09/10/14