BN - TASC-UW Transfer To a New State Agency

Follow this procedure for an employee transferring to another State Agency from UW.

Procedure At-A-Glance
Audience: Institutions
Overarching Process: Benefits
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General Description

This business process will result in the transfer of an employee from the UW to a new State Agency.

Process Considerations

  • Fill out the forms AFTER the last payroll confirm at UW for the employee.

Procedure Steps

TASC Transfer To Another State Agency

1. Employee gives notice to the UW that they are transferring to another State Agency.

2. The UW Pay and Benefit Administrator fills out the Personnel Transfer Record (PTR) and TASC Transfer Form. 

a. For "Effective Date of the Change":  Enter the employee's transfer date (the hire effective date at new State Agency).

b. For "First Payroll Affected by Change":  Enter employee's first pay date at the new State Agency. 

c. For "Payroll Center Transferring To":  Enter the new Payroll Center. Note: The Payroll Center is not necessarily the name of the State Agency.

    • If the State Agency falls under "Central Payroll," please indicate here: "Central Payroll" and not the individual State Agency name (see attached Payroll Center listing below).
      • Example: Department of Health Services (DHS) is under Central Payroll. Here, you would write "Central Payroll," not DHS.
d. For "Total Amount Contributed To Date":  Make sure you add in any "pending" contributions for payrolls that have calculated but not confirmed.

3. Send the completed TASC Transfer Form to TASC via email to AND cc: Sam Quinney.

4. Email a copy to the new State Agency contact. 

5. Place original transfer form in employee's personnel file.

Related Policies, Job Aids and Forms

Related Forms

    Related Job Aids

    List of State of Wisconsin Agencies/Payroll Centers

    Keywords:TASC, transfer, State Agency, FSA, Flexible Spending Account, HSA, Health Savings Account, transferring, parking, transit, payroll frequency, personnel transfer record, PTR, ERA, employee reimbursment account   Doc ID:51147
    Owner:Tina H.Group:Human Resource System (HRS)
    Created:2015-05-06 15:20 CDTUpdated:2016-08-08 13:36 CDT
    Sites:Human Resource System (HRS)
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