Request Transfer

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.

Request a transfer for any worker outside your current organization. The request routes to the worker's current manager for approval, then comes back to you so you can enter job details and other relevant information.

When you use

Request Transfer

to initiate the Change Job
business process, Workday hides everything except the

Start

and

Move

sections. After the worker's current manager approves the transfer, the new manager completes the fields in the rest of the sections, including

Job

Location

Details

, and

Attachments

, and

Organizations

Compensation

, and

Collective Agreement

if you have a consolidated template.

You can only secure the

Request Transfer

initiating action to constrained role-based security groups.

Request Transfer

is only available to roles that don't have access to the

Change Job

task for the selected worker. Because HR Administrators can access all workers with

Change Job

, they don’t need access to the

Request Transfer

initiating action. Example: You and Peter Smith are in Organization A. You manage Peter Smith, and want to move him to Organization B. You initiate a

Change Job

for Peter Smith. You want to bring Alisha Vargas into your organization from Organization B. You can't initiate a

Change Job

because she isn't in your organization. You initiate a

Request Transfer

instead.

From the related actions menu of a worker, select

Job Change

Request Transfer

In the

Start

section, select the date, reason, manager, supervisory organization, and location.

If you have pay groups in Workday, you can select the next pay period to align the start date with your pay cycle.

You can define job change reasons by accessing the

Maintain Event Categories and Reasons

task.

If you're a manager, Workday automatically populates your name and organization. If you manage multiple organizations, you can select a different organization.

If you have another role, the proposed manager automatically populates from the highest organization you support, but you can select a different manager.

When you restrict job profiles by country, the proposed location determines which job profiles you can select in the

Job

section.

In the

Move

section, specify whether to move a manager's teams or keep them in their current organization.

You only see the

Move

section if the worker is a manager.

On the

Summary

page, click

Submit

Workday sends the request to the worker's current manager, who can take these actions before approving the request:

Change the effective date and reason.

Specify whether to backfill, move, or close the headcount.

Specify whether the position is available for overlap before the worker transfers. This option is available when the manager plans to backfill the position, the transfer date is in the future, your Workday tenant is enabled for job overlap, and the organization uses the position management staffing model.

Go to

My Tasks

to complete the rest of the transfer details.

The information you need to provide depends on your security permissions and the Change Job
business process configuration. You can click

Guide Me

to complete the sections individually.

Workday adds the Transfer
event to the worker's history.