Examples of Direct Reports Reassignment During Global Transfer

Let's look at some examples of how you can reassign direct reports during global transfer.

Reassign Direct Reports to the Transferring Manager

When you reassign direct reports to the transferring manager, you must deselect all reports who continue to report to the same manager in the new assignment. Use the Reassign Existing Reports section on the Local and Global Transfer page to reassign the direct reports.

Reassign Direct Reports to the Transferring Manager's Manager

You can reassign direct reports to the transferring manager's manager using either of these methods:

Automatically reassign the direct line reports using the Reassign Pending Approvals for Terminations and Correct Invalid Supervisor Assignments scheduled process. All direct reports are reassigned to the transferring manager's manager as of the date following the transfer.
Manually reassign the line reports to the transferring manager's manager during the global transfer transaction.

Reassign Direct Reports to the Transferring Manager, Other Managers, and Manager's Manager on Different Dates

Here's how you can reassign directs in the primary assignment:

Reassign any direct reports before transferring the worker using the Direct Reports page
Deselect any direct reports continuing to report to the transferring manager
Reassign the remaining direct reports to the same or different new managers
Reassign any direct reports on specific dates using the Change Manager page

And here's how you can reassign direct reports in the secondary assignment:

Reassign any direct reports to new managers using the Direct Reports page
Schedule the Reassign Pending Approvals for Terminations and Correct Invalid Supervisor Assignments process to automatically reassign any remaining direct reports to the manager's manager. The direct reports are reassigned as of the date following the transfer.
Reassign any direct reports on specific dates using the Change Manager page.