Transferring work assignments

A resource's work assignment can be transferred to a different position and manager. The new work assignments take the defaults of the new position (if applicable) and manager. For example, if the new manager belongs to a different organization unit with a different cost center, the manager's organization unit and cost center defaults on the new work assignment.

If Position Monitoring is used in your organization and the position budget allocation (FTE, headcount or salary) or the maximum allowed FTE for a resource are exceeded, 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.

After the transfer request is approved, the information is updated.

Select Administrator > Resources > Resources or HR Administration > Resources > Work Assignment Search.
On the Work Assignment Search tab, search for a work assignment.
Right-click the work assignment and select Transfer.
Specify the effective date and action reason.
On the Transfer Information tab, in the Enter The Transfer Information section, specify this information:

New Position

Select the new position to transfer the resource.

The organization and direct manager that are defined in the work assignment are automatically displayed in the Organization Unit and Direct Manager fields.

Retain Staff

Select this check box to retain the manager's current reporting structure.

This check box is displayed if the manager's new position is a managing position and the position default rules for Position Is Manager are set to Default with Override or Default No Override.

See Creating positions and Creating or updating position field default rules.

If the Retain Staff check box is selected, all employees in the manager’s current reporting structure are moved to the new manager structure. A message is displayed to notify the HR administrators of current or new positions that are with one or more than one manager role.
Note: If the position and work assignment are out of sync, the employees under the manager’s code are not updated.

If the Retain Staff check box is not selected, all employees in the manager’s current reporting structure are retained to the old manager structure. No message is displayed.

Organization Unit

The organization that is defined for the new position is displayed.

Working Remotely

Select this check box if the resource works remotely.

Assignment Expiration

Specify the date on which the assignment ends.

Direct Manager

The direct manager that is defined for the new position is displayed.

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 appears.

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, and 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.
Click Submit.