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:

Open

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 the 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

   Open

   

    

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
   Basic information about the position(s) will be listed.
   Click Next

   
   
   

6. Click Next

    

7. Click Next

   
   
   

8. For Pay Differential Cases, you will want to ensure the BaseM or BaseH are accurate.
   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 new position/job information will be updated on the Case record page.
    For Pay Differential cases, the BaseM/BaseH and the New Hourly/Monthly Rates will update to the new position or job.