Planners transfer employees using business rules. Depending on your business needs, employees can either be transferred in two steps, using the Transfer Out and Transfer In business rules, or in one step, using the Transfer business rule.
The two-step transfer process provides security; it ensures that a manager in Department A cannot see member data for Department B, without the appropriate access permissions. The owner of Department A should transfer out an employee during the same month that the owner of Department B transfers in the employee.
To use the two-step employee-transfer process:
Run the Transfer Out business rule to transfer the employee out of the current department.
The Transfer Out business rule clears the Action account after the transfer out month.
Run the Transfer In business rule to transfer the employee into the new department.
The Transfer In business rule clears the Action account before the transfer in month.
To undo the action for Transfer Out or Transfer In, planners change the Action value in the data form back to the desired value. In most cases, the desired value is #missing.
Planners can use a one-step transfer process if security is not an issue. The Transfer business rule transfers employees out of one department and into another.
To undo the Transfer business rule, planners can launch the rule again, using the same settings but reversing the order of the departments for transfer.
After an employee is transferred out, employee data stays in the old department, but salary for that employee is not calculated within that department. When the employee is transferred to the new department, the status is set to Active for that department and the employee’s salary is calculated in the new department.
While no other information is changed or cleared, other accounts are based on the Action account, so transfers can cause a ripple effect when other accounts are calculated. For example, Action drives Status, which drives Salary, which drives Total Salary, which drives Taxes and Total Compensation. Total Compensation + Taxes drives Expenses, and so on.
Note: | Planners can transfer an employee into a department even if the employee is already in the department. This is useful when planners want to move the transfer-in date. |
Tip: | Oracle recommends that planners review the Reconcile Transfer Report before approving a plan. See Reconciling Transfers. |
You can create task lists to add workflow to the transfer process to suit your business needs. For example, tasks can send e-mail reminders to department managers in the old and new departments. For information about managing task lists, see Oracle Hyperion Planning Administrator's Online Help.