Employees Tasks and Processes > Employee Tasks > Change Employee's Organization

Change Job

Sage HRMS lets you transfer an employee from one organization level to another within a selected employer. The organization can consist of up to five levels or groups of employees. You or your system administrator initially set up your employer's organization levels when you first set up your system.

For example, an employee might be transferring from the sales department to the marketing department within the same employer. The Change Job task gives you the ability to move the employee from sales to marketing.

To Change an Employee's Organization

  1. Select Employees > Tasks > Change Job.
  2. Select the employee.
  3. On the Job tab select the reason for the change from the Change Reason drop-down list. If the code you are looking for is not in the list, it may be that the code was set to inactive and the Show Inactive Codes indicator (on the Enterprise Setup page) is set to No.
  4. The Change Effective Date defaults to today's date. If necessary, make any other changes.
  5. Click the Organization tab to view the organization levels. Use the drop-down lists to select the correct levels. If applicable, enter the new Mail Stop and Supervisor Name.
  6. Click the Secondary Job tab to view the employee's secondary job information.
  7. When you finish changing information on the Review Job Information page, click OK to save the changes.
  8. If you are using Sage HRMS, you will receive a message. Click Yes to create a Job History record to document the change.