Get Fiscal Officer Position Transfer Checklist (pdf) - University Of Hawaii ...

Filling out the Fiscal Officer Position Transfer Checklist is essential for managing financial oversight within the University of Hawaii. This guide provides step-by-step instructions to ensure users can complete the form accurately and efficiently online.

Follow the steps to complete the Fiscal Officer Position Transfer Checklist online.

1. Click ‘Get Form’ button to access the Fiscal Officer Position Transfer Checklist in your preferred PDF viewer.
2. In the first section, labeled 'College/Division,' enter the name of the applicable college or division associated with the position transfer.
3. Next, proceed to the 'Security Contact' field and input the full name of the individual responsible for security in your area.
4. Provide the phone number of the security contact in the specified 'Phone' field to ensure they can be reached if necessary.
5. Specify the 'Effective Date' of the transfer request in the appropriate section to ensure timely processing.
6. In the 'Authorized By' section, have the Chancellor, Vice President, Dean, or Director print their name, sign, and date to authorize access.
7. Indicate the transaction code for security access under 'Transaction Code(s)'. Use 'AA' to add a new user, 'AC' for changes, or 'AD' for deletions as appropriate.
8. Enter the user’s legal name and phone number in the designated fields to facilitate communication regarding username and password setup.
9. Fill in the 'Employing Agency Code' to clarify which agency the user will access. Reference the Employing Agency Code Table for accuracy.
10. Provide the user's UH Username. If they do not have one, indicate this with the 'AA' transaction code.
11. For 'Data Mart Access,' indicate 'Y' or 'N' to request access, and complete items as needed based on your intentions regarding PeopleSoft access.
12. In the following fields ('Human Resources,' 'Immigration,' 'Budget/Position Control,' and 'Payroll'), check the appropriate boxes to denote the level of access being requested for each area.
13. Review all entries for accuracy before saving the form. Once completed, download, print, or share the form as needed with your relevant department.

Complete the Fiscal Officer Position Transfer Checklist online today for efficient document management.