Create a Mass Transfer

You want to transfer all workers from the Applications Support department to the Global Support department, within the same legal employer. Since there are many workers, you want to do a mass transfer.

Let's look at the steps to update the key values for this mass transfer.

Create a Mass Transfer

  1. On the Manage Mass Updates page, click Create to open the Create Mass Assignment Change: Basic Details page and complete these details.

    Field

    Value

    Name

    Reorganization September 2011

    Action

    Transfer

    Assignments with Future Changes

    Show errors and exclude assignments

  2. Click Next.

Select the Population

  1. On the Create Mass Assignment Change: Population page, click Select and Add to open the Select and Add: Persons page.

  2. Click Advanced to open the Advanced Search page.

  3. Select the Applications Support department and click Search.

  4. Select all the rows in the search results.

  5. Click OK to display the search results in the Selected Persons region.

  6. Click Next.

Enter the Changes

  1. On the Create Mass Assignment Change: Changes page, enter these values.

    Field

    Value

    Business Unit

    Global Support

    Department

    Global Applications Support

    Building

    New Pleasanton Campus

  2. Click Next.

Verify the Changes

  1. On the Create Mass Assignment Change: Verification page, in the Proposed Changes column, delete the Building value New Pleasanton Campus for those workers who work from home.

  2. Click Verify Changes and review any errors and warnings.

  3. Click Next.

  4. On the Create Mass Assignment Change: Review page, review the current and proposed values.

  5. Click Submit.