Performing Single-Step Employee Transfers

Perform a single-step transfer to transfer existing employees from one department to another, and to identify the budget impact.

Tip:

Oracle recommends that an Administrator who can access both the source and target entities perform single-step transfers.

  To perform a single-step transfer:

  1. Ensure that you can access the source and target entities.

  2. Select View and then Basic Mode.

  3. Expand Budget Preparation, and then perform the task for the budget detail:

    • Expand Manage employee data, and then select Maintain employees.

    • Expand Manage position and employee data, and then select Maintain employees by position.

  4. From Page, select the HR organization in which the employee works, and then click Go.

  5. Right-click the employee, select Transfer Employee, and then select Single Step Transfer.

  6. Specify the following:

    • Select Source Position—Employee's current position

    • Select Source Entity—Department or cost center in which the employee is currently associated

    • Select Target Position—Position to which to transfer the employee

    • Select Target Entity—Cost center or department into which the employee transfers

    • Enter Effective Date—When the employee is transferred

  7. Click Transfer.