SAP Knowledge Base Article - Public

2901514 - How to transfer direct reports to next manager on leaving position - Employee Central

Symptom

The Manager A is terminated, but there is another incumbent (B) in Manager A's position, so how can we transfer managerA's direct reports to B.

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

Environment

  • SAP SuccessFactors Employee Central
  • Position Management

Reproducing the Issue

1. Open Manager A's employee file > Take Action > Termination > select termination date and termination reason > scroll down to bottom of page >Transfer Direct Reports

2. There are three values regarding "Transfer Direct Reports", but there is no option that can transfer directs to next manager on leaving position.

Cause

1. Position Management Settings > Hierarchy Adaptation > "Reassign Direct Reports According to Position Hierarchy on Termination Screen" is selected as "no" or "Yes - Optional".

2. Position type is not used in the system.

Resolution

1. Set "Reassign Direct Reports According to Position Hierarchy on Termination Screen" > Yes - Always.

2. Set position management settings > General > Use Position Types > Yes

3. Configure position types from manage data, there are two default values RP and SP, you can also create new position type, for example "custom position 1" and "custom position 2"...

   Here select SP and maintain "To whom shall the direct reports report if the manager leaves the position?" as "To next manager on leaving position if available"

4. Configure this position type to target position.

5. Then when you terminate the Manager A, the direct reports will be transferred to B if available.

See Also

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

Employee Central Position Management > Position Types

Keywords

position, position management, terminate, termination, Hierarchy Adaptation, position type, incumbent, transfer , KBA , LOD-SF-EC-POS , Position Management , How To

Product

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM Suite all versions