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.
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.
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).
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: The employee is moved to the top level of the hierarchy and will act 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: The employee is moved 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.