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PPIM 14-8-7

Section: ON-LINE PAY AND BENEFITS PROCEDURES

Subsection: TRANSFER-IN -- DETAIL SCREENS

SUMMARY

To provide the detailed On-line instructions and procedures relating to the Transfer-In dialogue -- screen acronym "TIN".
DEFINITION
TRANSFER-IN -- This screen is used to transfer an account :



  • When an employee moves from one department of the Public Service of Canada, under the Public Service Staff Relations Act (PSSRA) 1.1 where Treasury Board is the employer to another department under PSSRA 1.1 where Treasury Board is the employer, with or without a change in Pay Office.


  • When an employee of the Public Service of Canada, under PSSRA 1.1 where Treasury Board is the employer moves from one Pay Office to another within the Regional Pay System (RPS) with no change in employing department.

  • When an employee of a Separate Employer moves from one Pay Office to another within the RPS, with no change in employing organization.
SCREEN FIELD DESCRIPTIONS


FIELDS -- Following is a description of the mandatory and optional fields on the Transfer-In screen and their field relationships to a DSS-MAS 2517T where they apply.  (DSS-MAS 2517T Fields are described in Sections PPIM 3-5-3 and 3-5-5).
 
  SCREEN MANDATORY FIELD 2517T DESCRIPTION
  TRANSFER FROM P.O. X Field 69 The "FROM" (old) pay office number
  DEPT. X Field 69 The "FROM" (old) department code
  PAYLIST X Field 69 The "FROM" (old) paylist number
  PRI X
Field 12 Personal Record Identifier - Prefilled from account -- Menu
  INIT X Field 15 Employee's Initials
  FAMILY NAME X Field 14 Employee's Official Name
  BIRTH DT X Field 16 Date of Birth
  DUAL REMUN
Field 19 Dual Remuneration Indicator
  GEO LOC X Field 20 Geographic Location Code
  PAY RATE CD X Field 21 Pay Rate Code
  MARIT STTS X Field 22 Marital Status Code
  SEX X Field 24 Sex Code
  BUD CD X Field 25 Bargaining Unit Designator Code
  BARG STTS X Field 26 Employee Status Code -- Collective Bargaining
  CLASS TITLE
Field 27 Abbreviated Class Title
  AUTH CD X Field 30 Authority for Appointment Code
  EMP TYPE CD X Field 31 Employee Type Code
  NON-STD WORK WEEK
Field 34 To indicate whether or not the employee works a non-standard work week by means of a single digit code.
  SCH WRK WK X
Field 32 Scheduled Hours of Work -- Override prefilled zeros if required.
  ASG WRK WK X
Field 33 Assigned Hours of Work -- Override prefilled zeros if required.
  PAY ZONE
Field 36 Pay Zone Code
  DB ELIG X Field 37 Death Benefit Status Code
  CPP/QPP STTS X Field 38 Canada Pension Plan / Quebec Pension Plan / Status Code
  PENSN TYPE X Field 39 Pension Type Code
  EI STTS X Field 40 Employment Insurance Status Code
  INC TAX STTS X Field 42 Income Tax Status Code
  FED TAX EXM
Field 43 Federal Tax Exemption -- Override prefilled zeros if required.
  QUE TAX EXM ADDTNL AMT
Field 44 Quebec Tax Exemption Additional Amount -- Override prefilled zeros if required.
  AREA RES X Field 46 Area of Residence Code
  DI/LTD CD X Field 47 Disability Insurance/Long-term Disability Insurance Code
  OFFICIAL LANG X Field 54 First Official Language Code
  APPOINTMENT STTS X
Field 55 Appointment Status Code
  LANG PREF X Field 17 Language Preference
  NEXT STAT INC
Field 50 Next Statutory Increase Date
  POS NUM
Field 52 Position Number
  POS CLASS
Field 53 Position Classification
  START CONT SERV
Field 45 Start Date of Continuous Service
 |  
   
  ENT CD X Field 62 Entitlement Code (001 or 002)
  EFF FR X Field 63 Effective From Date AM or PM.
  RATE BASE X Field 65 Rate Base Code
  RATE
Field 66 Rate Amount
  ACCNT CDNG X Field 71 Accounts Coding
  H/D/W IND
Field 67 Hours, Days and Weeks Indicator
  NUM H/D/W

Field 68 Number of Hours, Days and Weeks -- Override prefilled zeros if required.
EXCEPTIONS AND NOTES:

REMARKS -- Explanatory instructions relating to the Transfer-In dialogue should be referred to in Section PPIM 4-4-04-1 as follows:



  • DEDUCTION / ENTITLEMENTS: On a Transfer-Out (PAC 03), the originator will have stopped all entitlements and deductions by using Code "S" (Stop) in Field 61 and Code "000" (meaning ALL) in Field 62. Therefore, on a Transfer-in (PAC 04), all deductions and entitlements must be reinstated. Refer to PPIM 4-4-04-1, remarks 1, 2, 3, and 4.





  • OTHER CHANGES: When there is a change in any one of the following fields with the same effective date as a Transfer-In (TIN), Pay Rate Code (Field 21), Scheduled Hours of Work (Field 32), BUD Code (Field 25), Assigned Hours of Work (Field 33), Classification (Field 27), and Salary Rate (Field 66) then a PAC 05 (MSA), PAC 06 (PRO) or PAC 07 (DEM), as appropriate, is also required in addition to the TIN. Complete the status fields, Effective Date, Rate Base and Rate Amount of the TIN to agree with the concurrent MSA, PRO, or DEM.

  • RESPONSIBILITY OF THE "IN" DEPARTMENT OFFICE: Refer to PPIM 4-4-04-1, remarks 5 for details.

  • TO CONTINUE THE DIRECT DEPOSIT: Refer to PPIM 4-4-04-1, remarks 8a and 8b for the procedures to follow.

  • AUTOMATIC ACTIONS BY THE SYSTEM: Refer to PPIM 4-4-04-1, remarks 9 for the details regarding the automatic actions by the system on TIN.

  • SALARY SERVICE UPDATE: Refer to PPIM 4-4-04-1, remarks 10 for the details regarding the Salary/Service update process for TIN.
PROCEDURES

GENERAL -- The standard procedures relating to all Pay & Benefits screens are described in Section PPIM 14-1. Specific procedures relating to this "TIN" screen are as follows:
1) WHEN USING THE "PREFILL" SCREEN OPTION:

  • ENTER "SEARCH" in the command area and COMPLETE the transfer "FROM" pay office and department for the previous employment.
  • PRESS "ENTER" to activate the prefill process.

  • VERIFY the prefill data for accuracy and COMPLETE the remaining mandatory and optional fields.

  • PRESS the "ENTER" key to process the transaction data. (CREATE command will be filled automatically).
  • CROSS-REFERENCE the source documents with the Transaction-Sequence Number.
2) WHEN USING THE "NO PREFILL" SCREEN OPTION:
  • COMPLETE the mandatory and optional fields.

  • ENTER the "CREATE" command and PRESS the "ENTER" key to process the transaction data.
  • CROSS-REFERENCE the source documents with the Transaction Sequence Number.

Last Update: October 2006

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