Personnel Transaction Request Process

See topics forHuman Resources

A personnel transaction request (PTR) is required for all UConn Health recruitment and non-recruitment personnel actions. UConn Health has recently redesigned the PTR process to help make it easier for departments to submit and approve PTRs electronically. The type of PTR you submit will dictate which process below your PTR follows.

Recruitment Action

If the PTR you are submitting will result in a recruitment action, you will follow the process outlined in the job aid below. Prior to starting the process, please ensure you have the following documents on hand, as they will need to be attached to the PTR.  We recommend the use of Adobe Reader or Acrobat Pro with the pdfs below, as interactive features may not be supported by other viewers.

Supporting Documentation

  • Personnel Transaction Request Form – Recruitment Action
  • Organizational chart
  • Resignation letter (if applicable)
  • Budget Information (e.g. Strata report)

Training Documentation

  • Job Aid – Recruitment PTR – Initiator: PDF | Video
  • Job Aid – Recruitment PTR – Approver: PDF | Video

System Access

Non-Recruitment Action

If the PTR you are submitting will result in a non-recruitment action to a current position, you will follow the process outlined in the job aid below. Prior to starting the process, please ensure you have any supporting documents on hand as depending on the type of action selected, they will need to be attached to the PTR. We recommend the use of Adobe Reader or Acrobat Pro with the pdfs below, as interactive features may not be supported by other viewers.

Supporting Documentation

Training Documentation

  • Job Aid – Non-Recruitment PTR – Initiator: PDF | Video
  • Job Aid – Non-Recruitment PTR – Approver: PDF | Video

System Access

Additional Information

Policies and procedures have been established for Budget Reallocations submitted with requests to hire. Hiring questions should be directed to the requestor's Talent Acquisition Specialist. Budget modification policy questions should be directed to the Budget Office.