2232778 - Transfer of Direct Reports When Manager promoted to New Position

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• How to transfer Direct Reports When Manager is promoted to New Position?

• SAP SuccessFactors HMC Cloud
• Employee Central
• Position Management

• When a people manager is being promoted to new position but there is  no change to reporting lines, all his Direct Reports stay with old position
• HR Admins have to manually change reporting lines for all his Direct Reports.
• This process can be time consuming to associate all of the direct reports to a new manager

The Behavior of transfering direct Reports to another Manager (User) in the system can be based on two aspects (depending on configuration):

1. Leading Hierarchy
2. Position Type

Scenario 1: 

Trigger Change Based on Position Type

The default values are as follows:

• For default position type RP (Regular Position)
• For default position type SP (Shared Position)
  

There are three (3) different options on the Position where direct reports can be transferred to a new manager/Supervisor should one leave and a position is left without an incumbent

1. They can be transferred to a Manager/Supervisor on a Higher Level Position above the previous Manager/Supervisor (now empty position)
2. They can be transferred to the next Manager/Supervisor (or peer manager) on a Leaving Position If Available
3. They can be left with no Manager/Supervisor
   

Based on the above example, this allows the system to trigger a transfer of direct reports to any Position Type.

1. Under Admin Center -> Manage Data -> Position Type -> Choose position
2. For “To whom shall the direct reports report if the manager leaves the position?” field > Choose action that the system will trigger

Scenario 2: 

Enable The System to Search for an Existing position in Position Reclassificiation

1. Go to the Admin Center > Position Management Settings
2. Navigate to the Synchronization tab.
3. In the Search for Position in Position Reclassification field, select Yes.
   

Scenario 3: 

Enable The System to Search for a Position in Position Transfer:

1. Navigate to Admin Center > Position Management Settings
2. Navigate to the Synchronization tab
3. Position in Position Transfer field = Yes
   

KBA , LOD-SF-EC-POS , Position Management , LOD-SF-EC , Employee Central , How To

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM Core all versions