Internal candidate transfers
Using the action, recruiters can transfer internal candidates after an offer is accepted and a start date is set. Transfer requests are routed to multiple people who can add information to the form. The HR administrator can update the information when the action is completed. If your organization uses the On Board selection process, then ensure that onboarding tasks are initiated before you perform this action.
When candidates are transferred, you can update the primary work assignment or another work assignment. To add a work assignment to a resource's record, you can use the Add Assignment action.
After the Transfer action is completed, the transfer request is routed for approval. When the final approver approves the request, a new resource record is created with a primary assignment corresponding to the work assignment information. To monitor the status of the request, click the Approval Tracking link on the job application.
If Position Monitoring is used in your organization and a position budget allocation is exceeded in terms of the maximum FTE, then you might not complete the action. The displayed error message explains how the budget is exceeded. You can complete the action by reducing the amount that causes the budget error. Recruiters can complete the action by reducing the amount that causes the budget error.
If the Legacy Employment Contracts are defined and approved on the job offer, then you cannot change the Legacy Employment Contracts on the action. The contract document that is generated during the offer becomes an active Legacy Employment Contracts on the resource's record as soon as the action is completed. You can change the Legacy Employment Contracts.
| Tabs | Description |
|---|---|
| Transfer Information | Specify the information of the internal candidate. The Hire Information tab includes these fields in the
main header:
The headers that are related to the internal candidate information
include these headers:
|
| Auto Create Requisition | Specify the requisition details of the internal candidate to transfer. |
| Attachments | Attach supporting documents that are related to the hiring resource request. |
Recruiters can specify the hiring information of the internal candidates on separate tabs. The tabs are grouped according to the information that is required by an organization.
You can specify the requisition details of the internal candidate to transfer on the Auto Create Requisition tab.
Before the Auto Create Requisition tab is displayed in the Request to Hire window, you must first enable auto create requisition upon vacated position.