SAP Knowledge Base Article - Public

2232778 - Transfer of Direct Reports When Manager promoted to New Position

Symptom

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

  • How to transfer Direct Reports When Manager is promoted to New Position?

Environment

  • SAP SuccessFactors HMC Cloud
  • Employee Central
  • Position Management

Reproducing the Issue

  • When a people manager is being promoted to new position but there is  no change to reporting lines, all his Direct Reports stay with old position
  • HR Admins have to manually change reporting lines for all his Direct Reports.
  • This process can be time consuming to associate all of the direct reports to a new manager

Cause

The Behavior of transfering direct Reports to another Manager (User) in the system can be based on two aspects (depending on configuration):

  1. Leading Hierarchy
  2. Position Type

Resolution

Scenario 1: 

Trigger Change Based on Position Type

Position Management Settings.jpg

The default values are as follows:

  • For default position type RP (Regular Position)
  • For default position type SP (Shared Position)
    tt1.png

There are three (3) different options on the Position where direct reports can be transferred to a new manager/Supervisor should one leave and a position is left without an incumbent

  1. They can be transferred to a Manager/Supervisor on a Higher Level Position above the previous Manager/Supervisor (now empty position)
  2. They can be transferred to the next Manager/Supervisor (or peer manager) on a Leaving Position If Available
  3. They can be left with no Manager/Supervisor
    tt2.png

Based on the above example, this allows the system to trigger a transfer of direct reports to any Position Type.

  1. Under Admin Center -> Manage Data -> Position Type -> Choose position
  2. For “To whom shall the direct reports report if the manager leaves the position?” field > Choose action that the system will trigger

Scenario 2: 

Enable The System to Search for an Existing position in Position Reclassificiation

  1. Go to the Admin Center > Position Management Settings
  2. Navigate to the Synchronization tab.
  3. In the Search for Position in Position Reclassification field, select Yes.
    tt3.png

Scenario 3: 

Enable The System to Search for a Position in Position Transfer:

  1. Navigate to Admin Center > Position Management Settings
  2. Navigate to the Synchronization tab
  3. Position in Position Transfer field = Yes
    tt4.png

Keywords

KBA , LOD-SF-EC-POS , Position Management , LOD-SF-EC , Employee Central , How To

Product

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HXM Core all versions