How do managers view the incumbents in the Request a Position Change process in Redwood?

The Incumbents section is a read-only section in the Request a Position Change guided process in Redwood. It helps managers identify the assignments that may be impacted when some changes are made for the position.

This section is similar to the read-only section for professional users, where you can see which incumbents are assigned for the position. This section shows the incumbents for the position even if the changes that you make for the position don’t impact the assignment.

You need to first enable the Incumbents section from VB Studio business rules to see it in the Position details step of the Request a Position Change guided process.

To view the Incumbents section in the Request a Position Change guided process in Redwood:

1. Go to My Client Groups > Show More.
2. In the Workforce Structures area, click Request a Position Change.
3. On the Positions search page, search for and click the position for which you made the changes.

   You will be taken to the Request a Position Change guided process.

4. In the Settings and Actions menu, under Administration, click Edit Page in Visual Builder Studio.
5. In VB Studio Business Rules, enable the Incumbents section by setting it to Visible. It's set to Hidden by default.

   For more details, see How do I make a section visible in Visual Builder Studio?

6. In the Request a Position Change guided process, specify the required details in the Info to include and When and why steps.

7. In the Position details step, you will now be able to see the Incumbents section as read-only, showing a list of incumbents as on the current date.