When an employee changes positions and has an open Case, they will show up on the Open Cases of Employee Position Transfer Change report on the Homepage:

There are two ways to remove cases from this report:

1. Close the Case if the Pay Differential or Percent of Time Change does not transfer to the new position

2. Keep the case open and update the Case Contact if the Pay Differential or Percent of Time Change will transfer to the new position.

Close a Case

1. Open the Case from the Homepage report (Open Cases of Employee Position Transfer Change)

2. Edit the End Date and Date Closed fields
   Click Save

   

3. This Case will now be removed from the Homepage Report (Open Cases of Employee Position Transfer Change)

Keep the Case Open and Update the Case Contact

1. Open the Case from the Homepage report (Open Cases of Employee Position Transfer Change)

2. Click on the Case Contact record

   

3. Click the Reassign button

   

4. Search the employee by name, EID, email, etc
   Select the appropriate Contact
   Click Next

   

5. Select the new position’s employment record
   Click Next

   

6. Click Next

   

7. Click Next

   

   
   

8. Update the ‘Hourly Rate’ or ‘Monthly Rate’ based on the ‘BaseH’ or BaseM' compensation rate for the employee listed in HCM
   Click Save

   

9. Click the Case Number to go to the Case record page

   

   
   

10. This Case will now be removed from the Homepage Report (Open Cases of Employee Position Transfer Change)
    The Position and Hourly Rate listed on the Case will be of the new position.
    The New Hourly Rate will sum the Hourly Rate and Hourly Increase.