Transfer documents to new Manager has been enhanced to prevent the transfer of documents to users without login permissions or aren’t part of the default permission groups.
Transfer documents to new Manager: With this tool, you can trigger automatic document transfer by entering old and new manager (or) matrix manager for an employee.
Earlier to 1608, document transfer triggered from the tool, would skip the route-map step in 2 situations as below.
- New manager user is not assigned default user group permission
- New Manager user is hired and assigned as manager to other users
NOTE: Currently this enhancement is limited to “Admin Tools -> Transfer Forms to New Manager” tool only; this means when document transfer is triggered from other tools (e.g., user import) route map would skip the step for mentioned situations.
Document Transfer Document Transfer to New Manager Transfer forms to new Manager , KBA , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , Problem