Promoting resource work assignments to new positions

Within a work assignment, you can promote a resource to a new position and salary.

  1. Select Administrator > Resources > Resources.
  2. On the Work Assignment Search tab, search for a work assignment.
  3. Right-click the work assignment and select Promote
  4. Specify the effective date and location.
  5. If required, specify the legal entity and legal establishment.
    These fields are required if the system is configured to require them.
  6. Optionally, specify other fields with promotion information.
    Action Reason

    Select the reason for the request. This appears on the audit log.

    Current Position

    The current position is displayed.

    New Position

    Select the new position.

    Organization Unit

    To change the work assignment's organization unit, select the new organization unit.

    Working Remotely

    Select this check box if the resource works remotely.

    Assignment Expiration or Not To Exceed
    Specify the date on which the assignment ends.
    Percent Increase, Pay Rate, Step And Grade Schedule/Pay Grade/Pay Step, Pay Rate Type, Salary Schedule/Grade

    The resource's compensation information for the old work assignment is displayed. If the old assignment is on a straight pay rate, only the Percent Increase and Pay Rate fields are displayed.

    You cannot change the type of salary (straight pay rate, step and grade, or salary structure). You can change the pay rate for a straight pay rate or salary structure. You can change the step and grade for a step and grade schedule.

    You can change one type of salary to another on the work assignment record after the transfer is completed.

    Comment
    Add comments.
  7. Click Submit.
    The change takes effect after the promotion request is approved.
    Note: If your organization uses Position Monitoring and this action results in exceeding a position budget allocation or the maximum allowed FTE for a resource, you cannot complete the action. The error message that is displayed explains how the budget is exceeded. You can complete the action by reducing the amount that causes the budget error.