Transferring Positions

Make sure:

The Active and Use Position Control check boxes of the employee are marked.
The correct job titles are assigned to the position type for the position to be filled.

An employee can transfer from one position to another position in one step.

To do so:

SelectEmployee Carefrom the menu and then select Positions from the Main card.
Select the arrow next to a position to view the positions beneath it.
Select Edit icon next to the filled position you want to transfer the employee from.
Select Transfer Employee.
Complete the following information:
- New Position
- Job Title: The job title will be one of the job titles associated with the position type for the new position.
- Job Order: The job order for the employee's job title above. If this is the employee's primary job title, leave this set to 1. Otherwise, change it to a 2. An employee can only have one primary position/job title.
- Force Pay Level: If this employee should always be paid for the new position/job title at a specific rate, select the correct pay rate (1-8). Otherwise, leave it set to "Do Not Force." If a Pay Rate is selected, a new Wage Calculator Action will be created for this employee/job title.
- Effective Date
- Notes
When finished, entering the information, select Save.

Two new Position Transactions are created (one to leave the old position and another to begin the new position). On the effective date a process runs on the server and may take a few minutes to complete. Once processed, the employee's name will appear in parenthesis next to the new position and will no longer appear next to the old one. The Current information will be populated/updated if the sync process has completed. Otherwise, the Pending Employee information will be populated in the new position and the Pending Vacancy information will be populated in the old position instead. The Pending Employee information will move to Current in the new position and the Current information will clear in the old position on the effective date.
SelectEmployee Carefrom the menu and then select Position Transactions from the Additional card.

From here you can view the completed and pending position transactions.
Set the filters to include the effective date of the position you just transferred the employee to.
Select the Position Transaction to view additional information.

The Position Transaction will open. The information cannot be modified. However, if the Processed Date/Time is blank, you can delete the Position Transaction to cancel the position transfer.