Example of Action Reason Synchronization in Assignments

You can synchronize the action reason in the position with the action reason in the assignment. Let's understand how this works with an example.

Position synchronization is enabled at the Global Business Institute enterprise level and department, job, full time or part time, and action reason attributes are enabled for synchronization.

There are 3 positions - Architect, Sales Manager, and Director with these action reasons and jobs respectively.

Position Info

Position Name Action Reason Job
Architect Promotion Software Development
Sales Manager Organization Change Sales Manager - SAAS
Director Assignment Change Director - Operations

The Synchronization from Position action is associated with only promotion and Organization Change action reasons and the Update Position action is associated with Assignment Change and Organization Change action reasons.

Action Reason Info

Action Associated Action Reason
Synchronization from Position
  • Promotion
  • Organization Change
Update Position
  • Assignment Change
  • Organization Change

Assignment Info

Person Position Job Action Reason Updated Job Updated Action Reason
John Doe Architect Software Development NA NA (no update in the assignment action reason)
Bonnie Vickers Sales Manager Sales Manager - SAAS NA Software Development Organization Change
David Steward Director Director - Operations NA Software Development (no update in the assignment action reason)

Action Reason Synchronization in Assignment

  • John Doe - There is no update in the assignment action reason because none of the attributes were updated in the Architect position.
  • Bonnie Vickers - The Sales Manager position was updated with a new job and the action reason specified in the position is Organization Change. The Organization Change action reason is associated with both - Synchronization from Position and Update position actions. Since all conditions are met, the assignment is updated with the Organization Change action reason.
  • David Steward - Though the Director position was updated with a new job, but the action reason (Assignment Change) wasn't updated in the assignment because the action reason is associated only with Update Position action type and not the Synchronization from Position action.