Symptom
The Transfer Event Reason selected on termination UI during manager termination is not considered for direct reports. Instead the event reason selected in position management settings 'Event Reason for Assigning Employees to New Manager' is used
Environment
- SAP SuccessFactors Employee Central
- Position Management
Reproducing the Issue
- Go to the profile of manager
- Click on Take Action-> Terminate
- Enter all the required fields
- Select a value in the 'Transfer Event Reason' drop down-> Save
- Go to the job information of any direct report and check the event reason for the manager change record
- You can see that the event reason is incorrect. The transfer event reason selected on termination UI during manager termination is not considered. Instead the event reason selected in position management settings 'Event Reason for Assigning Employees to New Manager' is used
Resolution
This is an expected behavior. The behavior is as explained below.
- If Leading Hierarchy is set to Position Hierarchy and 'Reassign Direct Reports According to Position Hierarchy on Termination Screen' is set to Yes-Always, then the event reason from 'Event Reason for Assigning Employees to New Manager' is used.
- If Leading Hierarchy is set to Position Hierarchy, 'Reassign Direct Reports According to Position Hierarchy on Termination Screen' is set to Yes-Optional and on Termination Screen 'Everyone According to Position Hierarchy' is selected as transfer direct reports option , then the event reason from 'Event Reason for Assigning Employees to New Manager' is used.
- If Leading Hierarchy is set to Position Hierarchy, 'Reassign Direct Reports According to Position Hierarchy on Termination Screen' is set to Yes-Optional and on Termination Screen anything other than 'Everyone According to Position Hierarchy' is selected as transfer direct reports option, then the transfer event reason selected on the UI is used.
There is an enhancement request ECT-123751 to enhance the current behavior such that the 'Transfer Event Reason' option is not shown on the UI for the first 2 cases mentioned above. Currently there is no fix date available for it. Once it is implemented, it will be included in release notes. You may call SAP hotline number or contact your CSM to know status of this enhancement request.
Keywords
Transfer Event Reason, Event Reason for Assigning Employees to New Manager, Manager Termination, ECT-123751, ECT-123011 , KBA , LOD-SF-EC-POS , Position Management , Problem