In the Organization tab of Compensation Setup > Compensation Cycles, you can move employees from one manager's worksheet to another. This is useful, for example, if you have a manager in the list who shouldn’t be a compensation decision-maker. You can move all of that manager’s assigned employees to another manager’s worksheet, and then delete them from the list. You can also use this functionality to move employees who were placed in the Unassigned Employees list to the correct manager's worksheet in the hierarchy.
Before You Begin: When you move an employee to a manager other than their direct manager, you should ensure that the selected manager is authorized to view employee data in the worksheet.
Depending on the reporting structure defined for your organization, the Unassigned Employees list might include managers who report to one another in a circular reporting structure. For example, Robert, Christine, and Hugo are all managers. If Robert reports to Christine, Christine reports to Hugo, and Hugo reports to Robert, it creates a circular hierarchy because everyone reports to one another as either a direct or indirect report. Because these managers lack a linear hierarchy, they’re placed in the Unassigned Employees list. In this case, you can use the options in the Move dialog box to either move these managers to a different manager's existing worksheet or to the top level of the hierarchy (so that their worksheets are processed independently of one another).
In the generated organization, an employee can be listed as both a manager (with a worksheet for their direct and indirect reports) and as an employee on another manager’s worksheet. These roles are managed separately. The Move to Top Level of Hierarchy option applies only to the employee’s manager role and is available only when they have direct reports in the compensation cycle. To change which manager the employee is assigned to when listed as an employee, move the employee’s record to that manager’s worksheet.
To move one or more employees within the organization:
- Go to the Organization tab of Compensation Setup > Compensation Cycles.
- Select the checkbox next to the name of each employee that you want to move.
- Click Move in the Organization tab toolstrip.
- In the Move dialog box, select one of the following options:
- Move to Top Level of Hierarchy: Moves the selected manager worksheet to the top level of the hierarchy so it’s processed independently and the manager acts as a top-level approver for their direct and indirect reports.
- Note: This option is only enabled for employees who have one or more direct reports in the compensation cycle.
- Move to Manager: Moves the employee to another manager's worksheet. In the drop-down list below this option, select the name of the manager whose worksheet you want to move the employee to.
- Move employees only: Select the checkbox to move only the employees from the current manager to the selected manager's worksheet. This checkbox is shown when you select the Move to Manager option.
- Click Move. The employee is relocated to the top of the hierarchy or to the selected manager’s worksheet.
- Click Save.