Reviewing employee transfers

The Transfer Approval Utility allows you to approve requested transfers of employees between departments. The utility manages transfers of employee records between budgets.

The utility displays a table listing employees with transfer requests. You update the status of each request by selecting from a drop-down list in the Transfer status column in each row of the table. The following table describes transfer statuses.

TIP: When two or departments share an employee before or after a transfer, expenses for that employee must be allocated between the departments.

To review and approve employee transfer requests:

NOTE: At this time, this utility is only available from the Desktop Client.

  1. Click the Quick Launch icon in the Global Navigation Bar, and click either the Windows Client or Excel Client.

  2. In the Explorer task pane, in the File Groups section, click the arrow next to the budget file group to expand the file list.

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  3. Click Utilities, and double-click Transfer Approval Utility.

  4. In the Transfer status column, select one of the following:

    Transfer Status Description
    Pending (initial status)

    The utility initially displays all requests with a status of Pending.

    Upon save2db, all of the manager input rows of the CM of the transferred employee are hidden to prevent subsequent changes to inputs captured at the time of save. Manager input rows will remain hidden until transfer is denied or cleared.

    Axiom does not move or display employees with a pending transfer request in the budget of the target department (the department to which the employee transfers) until the transfer is approved.
    Approved

    The first time the file is opened after approval, Axiom automatically moves employees whose transfers are approved to the budget of the target department.

    Users working with the target department can perform any termination, promotion, or merit adjustment actions on the transferred employees for any month on or after the transfer month.

    Denied

    Employees whose transfers are denied remain in the budget of the source department (the department from which the employee would have transferred), and the full-year budget expense for each affected employee remains in the budget for the source department.

    When the transfer status is changed from pending to denied, then Axiom does not insert the transferred employee into the target budget.

    If an approved transfer is later denied, Axiom deletes all manager input from the target department related to the affected employee.

    Cleared

    When a transfer request is cleared, the record for the affected employee returns to the original state, and the utility no longer displays the request.

    TIP: After clearance, the owner of the budget for the source department can initiate a new transfer request for the employee.

  5. After you finish making changes, click Save.

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  6. When done editing the table, close the utility.