Transfers

An employee can be transferred to a new primary dimension member. The Transfers tab displays all pending and denied transfers.

If you transfer to a unit you have access to, the transfer goes through automatically. If you transfer to a unit you do not have access to, the destination unit can approve or deny the transfer request.

When a transfer is approved, the position moves to the destination unit gaining all the costs associated with the position as well as read and write privileges to the position.

If a transfer is denied, the position stays at the source unit and the source unit retains all the costs.

Pending transfer costs stay with the source unit until approved or denied.

You cannot transfer a distributed position or employee. You must delete any distributions prior to transferring an employee.

Once a transfer is accepted, it is no longer listed on this tab. Accepted transfers can be reviewed on the Transfer report.

Option	Description
Accept	Accepts the selected transfers. The button is enabled when a pending transfer is selected.
Deny	Denies the selected transfers.
Version	List of Version dimension members.
Unit	List of primary dimension members. Typically this is the Unit dimension.
Transfer Status	Displays the current status of the transfer.
Position	Displays the position name.
Employee Name	Displays the employee name.
From	List of source primary dimension members. Typically this is the Unit dimension.
To	List of destination primary dimension members. Typically this is the Unit dimension.
Transfer Date	Displays the date the transfer was entered.
Total Annual Salary	Displays the annual salary by year.
Total Annual Cost	Displays the annual cost by year.
Schedule	Displays the schedule
Grade	Displays the grade.
Step	Displays the step.
Note	Displays the note for the transfer.