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. 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

3. Click Save

   

4. 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)