Changing a Job for Managers

JOB CHANGE

This user guide will assist you in changing a worker’s job details such as location, working hours, and worker manager. Managers may only change the job details for a worker in their own supervisory organization.

  1. Click the Search bar, enter Change Job, and select the task. You can also navigate to this task via the Related Actions icon on the employee’s profile.
  2. Enter the name of the employee that you want to perform the job change on in the Worker field.
  3. Click OK.

Start Details

  1. Click the Pencil icon in the Start Details section to make edits.
  2. Using the Calendar icon, in the When do you want this change to take effect? field, select the relevant date.
  3. Using the Prompt icon, in the Why are you making this Change? field, select the appropriate reason.
  4. Confirm Who will be the manager after this change? using the Prompt icon.
  5. Confirm Which team will this person be on after this change? using the Prompt icon.
  6. Confirm Where will this person be located after this change? using the Prompt icon.
  7. Select the Do you want to use Next Pay Period checkbox if this applies.
  8. Click the check mark in the right-hand corner to save the information.
  9. Click Start.

Job

  1. Click the Pencil icon in the Job section to make edits.
  2. If applicable, associate the job change with specific Job details:
    • Using the Prompt icon, select an existing position for the employee to fill.
    • Select the Do you want to create a new position? checkbox if you are required to create a new position for the employee to occupy.
    • The Job Requisition field automatically populates if the Position selected has an associated job requisition. Positions without job requisitions can be selected if required.
    • Select the Close current position? checkbox if this applies.
    • Select the Is the current position available for overlap? checkbox if this applies.
  3. Select the check mark to save the information.
  4. The Job Profile field automatically updates based on the Position selected above. The Job Profile can be updated using the Prompt icon, if required. Click the Pencil icon in the Job Profile section to make edits.
  5. Select the check mark to save the information.

Business Title

  1. The Business Title field automatically updates based on the Job Title above. The Business Title can be updated, if required. Click the Pencil icon in the Business Title section to make edits.
  2. Select the check mark to save the information.
  3. Click Next.
  4. Click the Location tab.

Location

  1. Click the Pencil icon in the Business Title section to make edits.
  2. If applicable, review and update details about the new job Location.
    • Using the Prompt icon, select a new Location for the employee.
    • Using the Prompt icon, select a new Work Space for the employee.
    • Enter new Scheduled Weekly Hours, if applicable.
    • Use the Prompt icon to select a new Work Shift for the employee, if applicable.
  3. Select the check mark to save the information.
  4. Click Next.
  5. Click the Details tab.

Details

  1. Click the Pencil icon in the Job Classifications section to make edits.
  2. Using the Prompt icon, select relevant information in the Additional Job Classification.
  3. Select the check mark to save the information.
  4. Review the information in the Administrative section and Click the Pencil icon to make edits.
    • Using the Prompt icon, select a new Employee Type, if applicable.
    • Using the Prompt icon, select a new Time Type, if applicable.
    • Using the Prompt icon, select a new Pay Rate Type, if applicable.  
    • Review the worker’s Default Weekly Hours and update the field, if applicable.
    • Using the Calendar icon, enter the employee’s First Day of Work in the new position.
    • Using the Calendar icon, enter the date that the employee will be Notified By.
  5. Select the check mark to save the information.
  6. Click Next.
  7. Click the Attachments tab.

Attachments

  1. Using the Add button, upload any relevant attachments, if required.
  2. Click Next.
  3. Click the Organizations tab.

Organizations

  1. Click the Pencil icon in the Company section to make edits.
  2. Using the Prompt icon, update the Company, if required.
  3. Select the check mark to save the information.
  4. Click the Pencil icon in the Cost Center section to make edits.
  5. Using the Prompt icon, update the Cost Center, if required.
  6. Select the check mark to save the information.
  7. Click the Pencil icon in the Region section to make edits.
  8. Using the Prompt icon, update the Region, if required.
  9. Select the check mark to save the information.
  10. Click Next.
  11. Click the Compensation tab.

Compensation

  1. Review the Compensation details associated with the job change, if applicable:
  2. Click the Pencil icon in the Guidelines section to make edits.
    • Using the Prompt Icon, select a Compensation Package, if applicable.
    • Using the Prompt icon, select a new Grade, if applicable.
    • Using the Prompt icon, select a new Grade Profile, if applicable.
  3. Select the check mark to save the information.
  4. Click the Pencil icon to update the Salary information for the job change, if applicable. The salary may be updated in three different ways (Entering information in any of the three fields automatically updates the other fields accordingly):
    • Amount: Enter the total amount the employee should be paid.
    • Amount Change: Enter the total amount by which the employee’s salary should change.
    • Percent Change: Enter the percentage by which the employee’s salary should change.
    • Using the Prompt icon, update the Currency, if applicable.
    • Using the Prompt icon, update the Frequency, if applicable.
  5. Select the check mark to save the information.
  6. Click Next.
  7. Review all the information relating to the Job Change that you have entered.
  8. Click Submit.
    Next: The task routes through approvals based on the type of change. If the change results in a new manager, then a review task automatically routes to the receiving manager.  

CURRENT MANAGER REVIEW CHANGE JOB

Use these instructions if the request transfer task was used to initiate the job change or if the initiator was not a manager.

  1. Click the Transfer: Employee Name task in the Workday inbox.
  2. Review all the information relating to the Job Change.
  3. Click the Pencil icon to make any edits in the relevant sections.
  4. Select the check mark to save the information.
  5. Click Approve.

RECEIVING MANAGER REVIEW CHANGE JOB

Use these instructions if the transfer request for the job change was initiated by HR.

  1. Click the Task: Employee Name task in the Workday inbox.
  2. Review all the information relating to the Job Change.
  3. Click the Pencil icon, to make any edits in the relevant section.
  4. Click the check mark to save the information.
  5. Click Approve.
    Next: The task routes through approvals based on the type of change. 
Print Article