How to change the Subordinates of one Immediate Supervisor (Report To) to another Immediate Supervisor (Report To)? RP-9

Personnel Administration  

The Employee Re-assignment / Transfer feature enables HR administrators to transfer an individual employee or a group of employees from one organizational unit to another within the system. This process is managed through the Employee Re-assignment / Transfer page in the Personnel Administration module.
Navigation Path: 

Personnel Administration -> Employee Re-assignment / Transfer

Process Overview:

  1. Search for Employees
    Use the available selection criteria (e.g., Organization, Department, Employee ID) to display employees in the Select Employees grid under the Source Details section.
  2. Select Employees for Transfer
    Choose the employees to be transferred by selecting them from the grid.
  3. Define Destination Details
    In the Destination Details section, select the target organization unit. Optionally, you may also update or assign:
    • Location
    • Shift
    • Timesheet Project
    • Reporting To (Supervisor/Manager)
  4. Add to Transfer List
    Click the Add button to move the selected employees to the Selected Employees list.
  5. Save Transfer
    After verifying the destination details and selected employees, click the Save button to submit the transfer for confirmation.
  6. Post-Save Action
    The transfer entry will appear in the Employee Re-assignment History grid with the status marked as “Confirmation Pending”.
    HR or other authorized personnel can later confirm the transfer to complete the reassignment process.

After confirmation:

  • Navigate to the Personnel Administration-> Personnel Information page.
  • Verify the updated organization-related information, which will now reflect the transferred organizational details.

This feature facilitates efficient and traceable employee movements between organizational units, while maintaining a historical record of all transfers for audit and tracking purposes.


Click below link to view create Employee Reporting Re-assignment Video:

 

 

 
 
 

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