What it is
Transfers and promotions are assignment changes, not new kinds of worker. This surface walks you through changing where someone sits — their position, org unit, cost centre, who they report to or their classification — against an accurate snapshot of where they are now. You author the change once and it flows through the record.
It matters because these moves touch pay, reporting and entitlements at the same time. Doing it here means the new assignment is captured cleanly, the change is recorded in the worker’s history, and downstream views update together — so nobody is half-moved with payroll pointing one way and the org chart another.
When to use it
- Someone is being promoted into a higher classification
- A worker is moving to a different team, site or cost centre
- A reporting line is changing for one person
- A position change needs recording against the worker’s history
- You’re correcting an assignment that was set up wrong
How it works
Step by step.
- 1
Open the worker’s transfer
From the worker profile, start a transfer. The current snapshot shows their position, unit, cost centre, reporting line and classification so you author the change against ground truth.
- 2
Pick the change type
Choose what’s changing — position, promotion, org-unit move, cost-centre move or reporting line. The relevant fields appear for that change.
- 3
Set the new assignment
Choose the new position, unit, cost centre or manager. Promotions also let you set the new classification.
- 4
Set the effective date
Pick when the change takes effect so pay and reporting line up to the right day.
- 5
Confirm the move
Review the before-and-after and confirm. The new assignment takes effect and the change is recorded in the worker’s history.
Worked example
Follow it through.
The scenario
Tom Okafor is promoted from Warehouse Operator to Forklift Operator at Docklands Distribution Centre, effective Mon 9 Jun.
- 1 Open Tom’s profile and start a transfer; the snapshot shows Warehouse Operator, Coastline Logistics, Docklands.
- 2 Choose change type Promotion.
- 3 Set the new position to Forklift Operator and the new classification.
- 4 Set the effective date to Mon 9 Jun.
- 5 Review the before-and-after and confirm.
The result
Tom’s record shows Forklift Operator from Mon 9 Jun, the promotion is logged in his history, and pay and reporting reflect the new role.
Tips & notes
Good to know.
- Always check the current snapshot first — authoring against stale assumptions is how half-moves happen.
- A promotion is just a transfer that also changes classification; pick the change type that matches what’s actually moving.
- Set the effective date deliberately so a mid-period move doesn’t land in the wrong pay run.
- The destination position must exist; if it doesn’t, set it up first, then come back.
When you’re done
The worker is in their new role, team or reporting line from the right date, with the change recorded in their history.