Transferring a Person

Prerequisites

People (employees) who you want to transfer to another position must already be created and occupy a position.

You are familiar with Validity. Select a key date and preview period.

You have selected the staff assignments that include the position to which you want to transfer a person (employee). For more information, see Displaying Objects.

Context

You transfer a person (employee) from one position to another, and delimit the existing assignment of the person (employee) to the position.

If a corresponding workflow has been set up in the system, and if you select an action type during the transfer, an employee in the personnel department receives a work item for carrying out the personnel action. See also Transferring a Person - Workflow.

Procedure

You are in one of the two staff assignment views, where the position to which you want to transfer a person (employee) is displayed.
Find the person (employee) that you want to transfer. For more information, see Finding Objects.

The person is displayed in the selection area.
Select this person in the selection area.
Holding down the left mouse button, drag the person to the position displayed in the staff assignments.

The Assign Persons dialog box appears.
Enter a validity period for the assignment and select a personnel action type.

Note

The personnel actions that appear here are specified in the view V530_all. Note that the corresponding workflow only starts if you enter a personnel action type here. See also Transferring a Person - Workflow.

By selecting the Transfer field, you specify that the previous assignment is to be delimited, in other words that the person (employee) is to be transferred to the new position.

With the Delimit Relationship indicator, select the person-position assignment that you want to delimit. If you do not make a selection here, the person is not transferred, but is assigned to a new position in addition to the one he/she is already assigned to.
Confirm using .

If you are transferring a person (employee), the Create Vcancy dialog box appears. Specify until when the current position is to be occupied. Confirm your requirements with Yes or No.

If the new position was vacant, the Delimit Vacancy dialog box appears. Specify if and when this position is to be delimited. Confirm your requirements with Yes or No.
Save your entries by choosing .

The person (employee) is assigned to the position from the date entered.

Results

You have transferred the person to another position. The new assignment is displayed in the staff assignments.