Transfer including Previous Position Update (International)

The Transfer process supports an employee's organizational reassignment to a new position outside of the current manager's area of responsibility. After the process is run, the employee's master data is up to date. The business roles of Sending Manager, Receiving Manager, Supervisor of Sending Manager, and HR Administrator are actively involved in performing the process. The affected employee is kept informed about the process by e-mail. Using the Transfer process accelerates and optimizes the transfer procedure, since the system integration of all roles guarantees that work items are forwarded as soon as possible, and that all parties are informed at all times.

This is an enhanced template of the Transfer (International) process. It includes the update of the position vacated by the employee. The process behaves in the same way as the existing Transfer (International) process (Form Scenario SOC1) but includes additional fields allowing the previous manager of the transferred employee to decide what happens with the vacated position.

The manager can select from the following options:

Leave Position unoccupied
Delimit Position
Set Position vacant

Prerequisites

To be able to use this sample process for test purposes, you must have performed the Customizing activities for HR Administrative Services as described in Start of the navigation path Configuration of Forms/Processes Next navigation step Sample Processes for HCM Processes and Forms End of the navigation path .

Technical Objects for Implementing and Executing the Process
Object Type	ID	Name
Process	HR_PA_XX_TRANSFER_3	Transfer with Org. Management
Workflow Template	WS04000051	Transfer with Org. Management
ISR Scenario	SH12	Transfer with Org. Management
Interface	ISR_IF_SH12	Transfer with Org. Management
Form Scenario	S_HR_PA_XX_TRANSFER_3	Transfer with Org. Management
Form	ISR_HRASR_SH12	Transfer with Org. Management
Scenario Steps	SENDING_MANAGER RECEIVING MANAGER APPROVE HR_ADMIN	Request Accept/process Approve Complete processing
Attachment Types	SFREEATTM	General attachments
Back-End Services
Standard Service	SAP_PA	Personnel Administration infotypes
	SAP_PD	Infotypes for Organization Management
Generic Services	S_MGRS_POSITIONS	Positions reporting to manager
	S_USER_NAME	Functions for system user names

Process

Sending manager initiates transfer
The manager, from whose area the employee is to be transferred, initiates the process by selecting the relevant employee and the Transfer process. The manager then completes the appropriate form, entering the date of the transfer, the receiving manager's system user name, and the reason for the transfer. Additionally, the manager who started the process can decide what should happen to the vacant position by selecting on the form one of the following options:
- Leave Position Unoccupied — position is left unoccupied and technically nothing is done on the PD infotype related to the position.
- Remove (Delimit) Position — Position and all its associated infotypes are delimited.
- Set Position Vacant with Vacancy Effective Date — only the infotype 1007 of the position will be updated ( VACAN set to X and Status set to OPEN) starting from the specified Vacancy Effective Date.
After entering and checking the data, the manager sends the request.
Receiving manager accepts the request or requests for it to be revised
The transfer request appears in the universal worklist (UWL) of the receiving manager. On accessing the work item, the manager receives the form filled out by the sending manager in step 1. If all data is correct, the receiving manager enters the new position in the form and sends it on. If the receiving manager wants the sending manager to revise or change the form, he or she chooses Back to Author. The author (the sending manager) returns the form to the receiving manager after revising it.
Supervisor of sending manager processes the request
The request for transfer appears in the universal worklist of the receiving manager's supervisor. The supervisor can select on of the following:
- Request Revision - In this case, the form is sent back to the requester.
- Approve Transfer - In this case, the form is sent on to the HR Administrator (see step 4).
- Reject Transfer - In this case, the process is complete, therefore step 4 is not executed.
HR Administrator completes data
The transfer request appears in the HR Administrator's universal worklist. The administrator adds data about the employee's organizational assignment.
End of process
After the HR Administrator has sent the form, the system transfers the data from the form to the master data. If you are using the Digital Personnel File (DPF) and have made the relevant Customizing settings, the system stores the form in the employee's DPF.

Result

The process has the following results:

Transfer Carried Out: The employee's master data has been updated according to the entries on the form. Also the former position’s master data occupied by the employee is updated according to the entries on the form
Transfer Rejected: No changes have been made to the employee's master data.