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Use

Reorganizing/Moving Employees

Procedure

Moving Objects Using Drag & Drop

If you want to move organizational units, positions or holders (employees/persons or users) within your area of responsibility, do the following:

  1. Select one or more source objects (object you wish to move) and drag to the target object using drag & drop.

    2. If at least one of the selected objects can be related with the new superior object, the Move to... dialog box appears.

  2. Enter a start date. If the action concerns an employee (person) (also as the subordinate object), you must select a personnel action from the combo box.
  3. Confirm your entries.

The new allocation and superior object appear in the tree structure.

Note

If you previously selected Settings ® Move with Additional Information, the new allocation is displayed in a dialog box with a green traffic light. This shows that the object may be moved.

Caution

If you choose an assignment that is not allowed, or a start date which is not valid for the source object you have selected, a dialog box will appear telling you that not all objects can be moved. You can display details or cancel the operation.

If you choose to display details, another dialog box will appear showing the source objects and different colored traffic lights. Meaning of the Traffic Light Icons

All objects with yellow or red traffic lights have a pushbutton with an info-icon beside them. If you click on the icon, a message appears telling you why the object cannot be moved. The objects with green traffic lights have check boxes, so that you can exempt them from the moving procedure if required.

Moving Objects Using Functions in the Function Tree

If you want to move organizational units, positions or holders (employees/persons or users) within your area of responsibility, do the following:

  1. Select one or more source objects (objects to be moved).
  2. Choose Remove objects

A message appears: Object was removed.
  1. Select the object to which you want to assign the source object.
  2. Choose Assign objects.

If at least one of the selected objects can be related with the new superior object, the Move to... dialog box appears.
  1. Enter a start date for the new assignment. If the action concerns an employee (person) (also as the subordinate object), you must select a personnel action from the combo box.
  2. Confirm your entries.

A message appears: Object(s) were moved. The new allocation and superior object appear in the tree structure.

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