qa.osc.nc.govqa.osc.nc.gov/BEST/support/OM_Spreads… · XLS file · Web view · 2015-06-23HHS SO...
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Organizational Management To be used when there is a need for a new organizational unit. To be used when there is a need to transfer a position to another org unit. To be used when there is a need to change a position's supervisory relationship only. To be used when there is a need to add or remove a chief designation to a position. Revised: 6/22/2015 This workbook contains six spreadsheets which are completed by the Agency to assist BEST with making changes to your Structure. A brief explanation on when each spreadsheet is used is provided and each spreadsheet has detailed instr Remember, please make sure your agency data owner has requested all new security roles Click on the hyperlink to automatically move to the worksheet. New Organizational Unit Renaming Organizational Unit To be used when there is a need to rename an organizational unit only. Organizational Unit Transfer To be used where there is a need to move an org unit to a new parent org unit. This tab will also allow you to change the org unit name based on the new organizational structure, if necessary. Position Transfers New Supervisors Assignments New Chief Positions
qa.osc.nc.govqa.osc.nc.gov/BEST/support/OM_Spreads… · XLS file · Web view · 2015-06-23HHS SO LTCFS VR DDS Qual Assurance Sect HHS SO LTCFS VR DDS Ops Branch 4 HHS SO LTCFS
To be used when there is a need for a new organizational unit.
To be used when there is a need to transfer a position to another org unit.
To be used when there is a need to change a position's supervisory relationship only.
To be used when there is a need to add or remove a chief designation to a position.
Revised: 6/22/2015
This workbook contains six spreadsheets which are completed by the Agency to assist BEST with making changes to your Organizational Structure. A brief explanation on when each spreadsheet is used is provided and each spreadsheet has detailed instructions.
Remember, please make sure your agency data owner has requested all new security roles needed. Click on the hyperlink to automatically move to the worksheet.
New Organizational Unit
Renaming Organizational Unit
To be used when there is a need to rename an organizational unit only.
Organizational Unit TransfersTo be used where there is a need to move an org unit to a new parent org unit. This tab will also allow you to change the org unit name based on the new organizational structure, if necessary.
Position Transfers
New Supervisors Assignments
New Chief Positions
New Organizational UnitAgency: Contact info:Prepared By: Email: Revised: 6/22/2015
Effective Date: Phone:
New Organizational Unit Name Parent Org Unit ##N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A
Message from BEST
Agency Comments
Instructions: Please complete each of the columns. Hover your mouse pointer over a column header for details on what is expected in its column.
New Org Unit Abbreviation
New Org Section/Branch Number New Parent Organizational Unit Name
When creating a new Org Unit you will usually want to transfer positions into the new unit. Please complete the Position_Transfer worksheet to show the positions to be transfer. You will not know the new Org Unit number so level this blank and add the New Org Unit Name
B9
Agency defined code. Please consult your agency's central HR or OM specialist for assistance if needed.
C9
The name to be assigned to the newly created org unit.
D9
Agency defined data. Please consult your agency's central HR or OM specialist for assistance if needed.
E9
The newly created org unit will report to this org unit. Note: In many cases you may want to use a newly created org unit as a parent org unit, but you will not have that BEACON generated number. In these cases, please use 'TBD' in the Parent Org Unit # column and list the org unit name as appropriate. BEST will complete the org unit number once it has been created.
F9
This data should automatically populate based on the data entered for the org unit number. Check for accuracy and correct if needed. If the org unit name does not automatically populate, please add manually.
New Organizational Unit Name#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A
#N/A
Position# to be
Transferred
Old Organizational
Unit#
New Organizational
Unit #
New Supervisory
PositionHolder Name
(Optional)
A1
The number of the position to be transferred.
B1
Old Org Unit number the position currently is located.
C1
The number of the org unit to which the position is being transferred. Note: In many cases you may want to use a newly created org unit in this column, but you will not have that BEACON generated number. In these cases, please use 'TBD' in the Parent Org Unit # column and list the org unit name as appropriate. BEST will complete the org unit number once it has been created.
D1
This data should automatically populate based on the data entered for the org unit number. Check for accuracy and correct if needed. If the org unit name does not automatically populate, please add manually.
E1
The number of the supervisory position to which the position in Position# to be Transferred column (column A) will report.
F1
The name of the holder of the position. Please use 'Vacant' if applicable.
Current Organizational Unit Name New Org Unit Name#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A
Agency Comments
Instructions: Please complete each of the columns. Hover your mouse pointer over a column header for details on what is expected in its column.
Organizational Unit #
New Org Unit Abbreviation
B9
The number of the org unit that is changing its name.
C9
This data should automatically populate based on the data entered for the org unit number. Check for accuracy and correct if needed. If the org unit name does not automatically populate, please add manually.
D9
The new Org unit abbreviation if applicable.
E9
The new org unit name to be assigned to the org unit number listed in column B.
Organizational Unit TransfersAgency: Contact info:Prepared By: Email: Revised: 6/22/2015
Effective Date: Phone:
Name of Org Unit to be Transferred New Org Unit Name#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A#N/A #N/A
Message from BEST
When transferring an organizational unit you will usually need to change a supervisory relationship too. Please complete the New_Supervisor worksheet to show the new supervisory relationship.
Agency Comments
Instructions: Please complete each of the columns. Hover your mouse pointer over a column header for details on what is expected in its column.
Org Unit # to be Transferred
New Org Unit Abbreviation
New Org Section/Branch
NumberNew Parent Org
Unit # New Parent Org Unit Name
B9
The number of the org unit that is being transferred.
C9
This data should automatically populate based on the data entered for the org unit number. Check for accuracy and correct if needed. If the org unit name does not automatically populate, please add manually.
D9
Agency defined code. Please consult your agency's central HR or OM specialist for assistance if needed. If abbreviation is not changing, please input 'N/A'.
E9
The new org unit name to be assigned to the org unit listed in Org Unit# to be Transferred column (column B) - if necessary. If the org unit name is not changing, please input 'N/A' in this column.
F9
Agency defined data. Please consult your agency's central HR or OM specialist for assistance if needed.
G9
The org unit listed in the Org Unit# to be Transferred column (column B) will report to this org unit. Note: In many cases you may want to use a newly created org unit as a parent org unit, but you will not have that BEACON generated number. In these cases, please use 'TBD' in the Parent Org Unit # column and list the org unit name as appropriate. BEST will complete the org unit number once it has been created.
H9
This data should automatically populate based on the data entered for the org unit number. Check for accuracy and correct if needed. If the org unit name does not automatically populate, please add manually.
Position Holder name Supervisor Change Information
Effective Date:Name Contact Number
Initiator:
Note from BEST Revised: 6/22/2015
Agency Comments
Position # to be Changed
New Supervisory Position #
New Supervisor Name
BEST requires that the Initiator has received internal agency approval from the Budget Office and any other appropriate managers. Do not submit this request until you have all your agency approval. Except for unusual circumstances, the effective date should not be in the pass.
A1
The number of the position to be transferred.
B1
The name of the holder of the position. Please use 'Vacant' if applicable.
C1
The number of the org unit to which the position is being transferred. Note: In many cases you may want to use a newly created org unit in this column, but you will not have that BEACON generated number. In these cases, please use 'TBD' in the Parent Org Unit # column and list the org unit name as appropriate. BEST will complete the org unit number once it has been created.
D1
This data should automatically populate based on the data entered for the org unit number. Check for accuracy and correct if needed. If the org unit name does not automatically populate, please add manually.
E1
The number of the supervisory position to which the position in Position# to be Transferred column (column A) will report.
Position# Employee's Name Org Unit # Org Unit Name#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A
Message from BESTWe assume the position resides in appropriate Org Unit listed above.Agency Comments
Instructions: Please complete each of the columns. Hover your mouse pointer over a column header for details on what is expected in its column.
Add or Remove Chief
B9
The number of the position which needs a chief designation added or removed.
C9
The name of the holder of the position. Please use 'Vacant' if applicable.
E9
The org unit number for which a chief designation is being changed.
F9
This data should automatically populate based on the data entered for the org unit number. Check for accuracy and correct if needed. If the org unit name does not automatically populate, please add manually.
H9
Indicate if a chief relationship needs to be created or delimited.
