Transfer (International)

Purpose

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.

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	ORG_CHANGE	Transfer
Workflow Template	WS17900427	Transfer
ISR Scenario	SOC1	Transfer
Interface	ISR_IF_SOC1	Transfer
Form Scenario	SOC1	Transfer
Form	ISR_HRASR_SOC1	Transfer
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
Generic Services	S_MGRS_POSITIONS	Positions reporting to manager
	S_USER_NAME	Functions for system user names

Process

This graphic is explained in the accompanying text.

1. Sending manager initiates transfer
The manager, from whose area the employee is to be transferred, initiates the Transfer process by selecting the relevant employee and the Transfer process. The manager then completes the appropriate form. In the form, the manager enters the date of the transfer, the receiving manager's system user name, and the reason for the transfer. After entering and checking the data, the manager sends the request.
2. 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.
3. 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 the following:
1. Request Revision - In this case, the form is sent back to the requester.
2. Approve Transfer - In this case, the form is sent on to the HR Administrator (see step 4).
3. Reject Transfer - In this case, the process is complete, therefore step 4 is not executed.
4. 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.
5. 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.
Transfer Rejected: No changes have been made to the employee's master data.