Employees are typically transferred out of one department and into another in the same month. To ensure that the timing of transfers correctly reflects your intentions, Workforce Planning includes two reports that compare employee Transfer Out and In months, enabling you to make corrections, if necessary.
Before approving plans, open the Reconcile Transfer Report data form and launch the Unreconciled Transfers business rule, which validates that transferred employees’ Transfer In and Transfer Out months match. When Transfer Out and In months are not identical, discrepancies display for employees to which you have access. (If there are no discrepancies, no rows display). Review displayed rows:
Table 1. Discrepancies When Reconciling Transfers
Displayed Value | Description |
|---|---|
#missing | No errors (Transfers In equal Transfers Out) for the month |
-1 | Transfers Out exceed Transfers In for the month |
0 | Too many transfers in the month (Transfers In equal Transfers Out but the number of transfers is not 1) |
1 | Transfers In exceed Transfers Out in the month |
Note: | You cannot transfer an employee into and out of the same department in the same month. |
For example, if two employees are transferred out of Department A in January, but are not transferred to any department until March, their row’s January cells display -1 and their March cells display 1.
Tip: | Create a Smart List to display meaningful text instead of numerical values. See Oracle Hyperion Enterprise Performance Management Architect Administrator’s Online Help. |
To make corrections, right-click on an individual’s name, and select the menu item to launch the Reconcile Employee Transfer report, where you can change transfer months.