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Administrator Guide
Last Updated: 2023-06-23
Move Workers to New Managers

Move Workers to New Managers

  • Configure the
    Move to New Manager
     business process and security policy in the Staffing functional area.
  • Create reasons for moving workers to new managers with the
    Maintain Event Categories and Reasons
     task.
Create an organization for someone who isn't currently a manager and move a worker into the new organization. You can move workers to new managers when:
  • The worker's position is in a job management or position management organization.
  • The nonmanager's current organization uses the same staffing model as the worker's organization.
  • The effective date of the move is after other staffing or organization changes that affect the worker's position.
  • The worker's position has no in-progress events and isn't in a job overlap.
  1. Access one of these tasks:
    Option Description
    Change Job
    Enables the current manager to search for and select a nonmanager in the
    Start
     section. Workday then displays an alert and automatically switches to the
    Move to New Manager
     task.
    This option provides a familiar starting point for managers, who must have permission on the initiating actions for both the
    Change Job
     and
    Move to New Manager
     business processes.
    Move to New Manager
    Enables the current manager to transfer a worker to a nonmanager who is currently in another organization.
    Request Transfer to Me
    Enables a nonmanager to request transfer of a worker from another organization. This task is:
    • Only accessible from the related actions menu of a worker.
    • Only available to workers who aren't managers.
  2. Select the worker, date, reason, and new manager.
    • If you started from
      Change Job
      , you only need to select the reason.
    • If you started from
      Request Transfer to Me
      , you only need to select the date and reason.
The new organization inherits its location, staffing model, roles, and organization assignments from the parent organization, and the manager's name becomes the default organization name.
If you include a Review Move to New Manager Action step in the
Move to New Manager
 business process, an HR role can:
  • Change the effective date and reason for the move.
  • Update details about the new supervisory organization.
When the
Move to New Manager
 business process completes, Workday:
  • Creates a new supervisory organization as a subordinate to the new manager's current organization.
  • Sets the availability date of the new organization to the effective date of the move.
  • Assigns the new manager to the Manager role.
  • Applies hiring restrictions from the parent organization (job management staffing model only).
  • Moves the worker into the new organization.
Workday displays the transaction as a
Move Worker (Supervisory)
 event in the worker's history.
If you rescind the
Move to New Manager
 business process, Workday rescinds the worker's move but retains the new organization and manager role assignment.