Authorizing Employee Promotion Transfer

Authorizing employee promotion/transfer

Ensure that you are in the “Select Employee for Authorizing Promotion/Transfer” page.

To select through direct entry

Enter the complete code of the employee in the “Employee Code” field.
Select the “Authorize Employee Promotion/Transfer” hyperlink beside the employee code field.
The system displays the “Authorize Employee Promotion/Transfer” page.

To select through search criteria

Use the search facility to fetch the required records in the multiline.
Select the data hyperlink on the name of the required employee in the multiline.
The “Authorize Employee Promotion/Transfer” page appears.
The system displays the following details at the top of the page.

Employee Movement Unit

The employee movement unit selected in the previous page.

Date Format

The date format that is applicable to the login user.

More Details.

Promotion/Transfer

Indicates if the record pertains to the promotion, transfer or promotion with transfer of the employee. The system displays the value specified during the initiate promotion/transfer process.

You can edit the following details before giving authorization.

Note: By default, the system displays the values with which the record has been submitted for authorization.

Reason for Promotion/Transfer

The reason for which promotion/transfer process has been initiated for the employee. The system displays the reason for promotion/Transfer defined by the user using the Quick Codes activity of HR general information. The drop-down list box displays the predefined reasons such as, “Change in Assignment”, “New Hire”, “Promotion”, “Promotion with Transfer”, “Others”.

By default, the system displays a blank value, if the record is being entered for the first time.

Date of Promotion/Transfer

The date and time on which the employee has been promoted or transferred. Enter the time in the field beside the date field. You can edit the value.

Employee

The unique code and name of the selected employee.

Description of the page

The system displays in the “Employee’s Current Details” fields listed in the left half of the page, the information pertaining to the current position, employment unit, department and job details and the details of the supervisor to whom the employee is currently reporting to. The value specified for the new position, job, and employment unit of the employee consequent to promotion, transfer or promotion with transfer will be displayed in the corresponding fields listed under “Employee’s New Details” fields in the right half of the page. You can edit any or all of the values before giving authorization. The current details displayed at the left serve as a ready reference while specifying the new details consequent to promotion, transfer or promotion with transfer.

You can view the current details of the employee in the “Employee’s Current Details” fields at the left side of the page.

Current Position	The position currently held by the employee such as Senior Manager, Analyst Programmer.
Current Employment Unit	The employment unit to which the employee is currently attached.
Current Company	The company in which the employee is currently employed.
Current Regulatory Region	The regulatory region applicable to the employee’s current employment unit.
Current Work Location	The name of the employee’s current work location, for example, California, New Jersey etc.
Current Business Unit	The business unit applicable to the employment unit to which the employee is currently attached.
Current Department	The department in which the employee is currently working.
Current Job Title	The title of the employee’s current job.
Current Grade Set	The unique code of the grade set applicable to the employee’s current job.
Current Grade	The grade applicable to the employee’s current job.
Current Supervisor	The supervisor to whom the employee is currently reporting to.
Current Supervisor’s Assignment No.	The assignment number of the supervisor to whom the employee is currently reporting to.

The promotion, transfer or promotion with transfer details.

You can view the values specified for the employee’s new position, job, department, and employment unit consequent to promotion, transfer or promotion with transfer in the “Employee’s New Details” fields at the right half of the page. You can edit any or all of the values before giving authorization.

Note: By default, for a pending authorization or rejected record, the system displays the values with which the record has been submitted for authorization. You can edit the values before authorizing the record.

You can edit the values before giving authorization.

New Position Code

The unique code of the new position to which the employee has been promoted, transferred or promoted with transfer.

Help Facility Available

To get position details

The details of a position like the employment units in which the position is available, the regulatory region and business unit applicable to each employment unit, the department and job applicable to the position are predefined in the “Unit Structure” component with which the specified “Employee Movement” component interacts. You can fetch the predefined position details by selecting the “Get Position Details” pushbutton below the “New Position Code” field. For example, the system lists in the “New Employment Unit”, “New Regulatory Region”, “New Work Location” and “New Business Unit” drop-down list boxes, the values applicable for the specified position code. You can select the required value. To fetch position details,

Select the “Get Position Details” pushbutton below the “New Position Code” field.
The system fetches the values for the following details applicable to the specified position code.

Note: By default, the system displays the applicable values in the fields and drop-down list boxes below the “New Position Code” field. If necessary, you can edit any or all of the details.

New Employment Unit	The new employment unit to which the employee is promoted, transferred or promoted with transfer. By default, the system displays the value applicable to the specified position code. To edit, select the required value from the drop-down list box. The system lists the employment units interacting wit the specified employee movement unit.
New Company	The company to which the new employment unit is attached. The system displays the company applicable to the new employment unit value specified.
New Regulatory Region	The regulatory region applicable to the new employment unit. By default, the system displays the value applicable to the specified position code. To edit, select the required value from the drop-down list box.
New Work Location	The name of the new work location of the employee, for example, California, New Jersey etc. By default, the system displays the work location applicable to the new employment unit specified. To edit, select the required value from the drop-down list box.
New Business Unit	The new business unit of the employee. By default, the system displays the business unit applicable to the specified position code. To edit, select the required value from the drop-down list box.
New Department Code	The unique code of the department applicable to the specified position code. Help Facility Available
New Job Code	The unique code of the new job to which the employee has been promoted/transferred. Help Facility Available

Select the “Get Job Details” pushbutton below the field.
The system displays the Grade Set and Grade applicable to the specified job code in the corresponding fields.

New Grade Set	From the drop-down list box, select the new grade set applicable to the employee’s new job. By default, the system displays the grade set applicable to the specified job code. To edit, select the required value from the drop-down list box. Note that on changing the Grade Set value, the system will display a message indicating that the Employee-Payset mapping will be changed accordingly.
New Grade	From the drop-down list box, select the new grade applicable to the employee’ new job. By default, the system displays the grade applicable to the specified job code. To edit, select the required value from the drop-down list box. Note that on changing the Grade value, the system will display a message indicating that the Employee-Payset mapping will be changed accordingly.
New Supervisor Code	The unique employee code of the employee’s new supervisor. Help Facility Available
New Supervisor’s Assignment No	The assignment number of the employee’s new supervisor.
Authorization Status	The authorization status of the employee movements record. If you have selected a new employee movements record, the system displays the status as “None”, if the selected record has already been submitted for authorization, and has not yet been authorized, the system displays the status as “Pending for Authorization”. “Authorize-Reject” indicates the record has been submitted for authorization and has been rejected.
Comments	Enter the additional comments with regard to the details entered.

To enter comments

Select the BOOK icon beside the “Comments” field.
The system displays a dialog box containing the comments previously specified, if any.
You can view, add to, edit or delete the content.
Select the “OK” pushbutton to save the details and return to the previous page.
Select the “Cancel” pushbutton to return to the previous page without saving the details entered.

Rejection Reason

The reason for which the authorization has been rejected for the promotion/transfer process, in case of rejection.

To enter the rejection reason

Select the BOOK icon beside the “Rejection Reason” field.
The system displays a dialog box containing the rejection reasons previously specified, if any.
You can view, add to, edit or delete the content.
Select the “OK” pushbutton to save the details and return to the previous page.
Select the “Cancel” pushbutton to return to the previous page without saving the details entered.

To authorize the record

Select the “Authorize” pushbutton.

To reject authorization

Select the “Reject” pushbutton.

Note: If the login user has the necessary Data Level Security permissions, the system activates the “Record Compensation Details” and “Employee At a Glance” hyperlinks at the bottom of the page. The user can select the required hyperlink to launch the corresponding page. On authorization of promotion the compensation details also is authorized, if the user is having the permission.

Select the “Change Reporting To Relationship” hyperlink at the bottom of the page to change the reporting to details.
Select the “Record Compensation Details” pushbutton at the bottom of the page to authorize the new base salary details of the employee.
Select the “Employee At a Glance” hyperlink to view the details pertaining to the employee.

Hyperlinked topics below

Page objective

Use this page to authorize the promotion/transfer or promotion with transfer process for the selected employee.

What you can do in this page

View the employee’s current details.

Edit the employee’s new details specified during the “Initiate Employee Promotion/Transfer” activity.

View or edit the additional comments specified pertaining to the details.

Authorize the request.

Reject the request.