Get the free Personnel Transaction Forms - Staff Human Resources ... - csulb
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California State University, Sacramento
Employment Services
Instructions for Completing the
Personnel Transaction Form (PTF)
A Personnel Transaction Form (PTF) must be completed for all staff, management
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How to fill out personnel transaction forms
How to fill out personnel transaction forms
01
Step 1: Obtain the personnel transaction forms from your HR department.
02
Step 2: Read the instructions provided with the forms to understand the required information.
03
Step 3: Fill out the employee details section, including full name, employee ID, and contact information.
04
Step 4: Provide the details of the transaction you are making, such as change in employment status, salary adjustment, or personal information update.
05
Step 5: Attach any necessary supporting documentation, such as a marriage certificate for a name change.
06
Step 6: Review the completed form for accuracy and completeness.
07
Step 7: Submit the form to the HR department for processing.
Who needs personnel transaction forms?
01
Personnel transaction forms are typically required by employees who need to make changes or updates to their employment details.
02
This may include changes in job title, salary, department, or personal information such as address or emergency contact.
03
In some organizations, both employees and their supervisors or managers may need to fill out personnel transaction forms for approval of certain changes.
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What is personnel transaction forms?
Personnel transaction forms are documents used to record and report any changes in an employee's status, such as promotions, transfers, or terminations.
Who is required to file personnel transaction forms?
Employers and human resources department are generally responsible for filing personnel transaction forms for their employees.
How to fill out personnel transaction forms?
Personnel transaction forms can typically be filled out electronically or by hand, following the instructions provided on the form.
What is the purpose of personnel transaction forms?
The purpose of personnel transaction forms is to maintain accurate records of employee status changes for administrative and compliance purposes.
What information must be reported on personnel transaction forms?
Personnel transaction forms usually require information such as employee's name, position, effective date of change, and reason for the change.
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