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Administrator Guide
Last Updated: 2025-07-25
Transfer, Promote, or Change Job

Transfer, Promote, or Change Job

This topic is relevant to the legacy change job experience. We plan to retire this topic in a future release.
  • Configure the
    Change Job
     business process and security policy in the Staffing functional area.
  • If you want to transfer a worker to a new manager, verify that the new manager's organization exists and the manager role is assigned.
Perform job changes for employees or contingent workers, ranging from staffing events such as transfers and promotions to simple data changes.
If you're promoting someone into a managerial role, you can also create their supervisory organization as part of the promotion.
  1. Access the
    Change Job
     task and select a
    Worker
    .
  2. In the
    Start
     section, select the date, reason, manager, supervisory organization, and location.
    • If you have pay groups configured, you can select the next pay period to align the start date with your pay cycle.
    • Access the
      Maintain Event Categories and Reasons
       task to define the reasons.
  3. Complete each section.
    Workday displays sections based on your security permissions and the
    Change Job
     business process configuration.
    Workday displays fields based on the type of change job template you select:
    • For change job templates with an enhanced user interface, Workday only shows fields that are relevant to you and that you can edit. Fields are dynamically displayed based on security access and your tenant configuration. Example: You initiate a Change Job transaction. You can see the
      Position
       field. You edit the
      Supervisory Organization
       to an organization that you don't have a role on. Workday dynamically hides the
      Position
       field.
    • For change job templates:
      • Without an enhanced user interface, Workday displays the
        Position
         field even if there are not open positions for the supervisory organization.
      • With an enhanced user interface, Workday defaults the current position and doesn't display the
        Position
         field.
    Use the navigation bar to move between sections or click
    Summary
     to complete all sections on 1 page.
    Option Description
    Move
    Displays when you're moving a worker to a new supervisory organization.
    In the
    Opening
     section, specify whether you plan to backfill, move, or close the headcount:
    • Workday automatically populates
      Move
       when you move workers between job management organizations.
    • A tenant setting determines which headcount option automatically populates for position management organizations, but you can change it.
    • If you plan to backfill the position, specify whether to make it available for overlap before the incumbent departs. This option displays when you enable your Workday tenant for job overlap and the position is in an organization that uses the position management staffing model.
    Move Team
    . If you're moving a manager to a new organization, specify whether to move the manager's teams or keep them in their current organization.
    Job
    If you're moving a worker within the same organization, you can select the position for overlap or close it.
    If you restrict job profiles by country, the proposed location determines which job profiles you can select.
    Details, Organizations, Compensation, Collective Agreement
    HR administrators typically complete these sections.
    The
    Organizations
     section only displays when the worker is directly assigned to an organization. If the current organization was assigned using a membership rule, the
    Organizations
     section doesn't display.
Workday adds the event to the worker's history, labeled as a
Transfer
,
Promotion
,
Lateral Move
,
Demotion
, or
Data Change
 depending on the reason type you selected.
When you report on job changes, the
Move Position
 report field returns true when you keep the worker in the same position as before, and false when you move the worker to a different position but keep the position in the same organization.