How to Reassign a Worker to a New Manager in Workday

Navigate to the Workday home page

Open your browser and log in to your Workday instance. The home page greets you (for example, "Hi There" or "Good Evening, [Your Name]") and displays panels such as Awaiting Your Action and Announcements.

Find the worker to reassign

Transfers in Workday can move a worker between managers, supervisory organizations, or departments. Use the search bar at the top of the home page, type the worker's name (for example, "Ian Murray"), or select them from your recent searches. Click the worker's name to open their profile.

Review the worker's current department

On the worker's profile page, confirm their current details before making any changes:

• Name: Ian Murray
• Position: Accounting Specialist - AP
• Supervisory Organization: Accounts Payable Department
• Location: San Francisco
• Employee ID: 21314

Verify that this is the correct worker and department before proceeding with the transfer.

Return to the home page

Click the Workday logo or Home to go back to the main dashboard before launching the transfer task.

Search for the Move Worker task

Type "Move worker" into the search bar, then select Move Workers (Supervisory) from the results under Tasks and Reports.

Start the Move Worker task

Click Move Workers (Supervisory) to open the transfer dialog, then enter:

• Effective Date: The date the transfer should take effect (for example, 03/14/2024).
• Supervisory Organization: Start typing the new department or organization name (for example, "accounts payable department").

If the department does not appear, try an alternative search method, such as searching by manager, organization name, or location.

Select the worker or workers to transfer

The dialog lists each available worker by name and current position. Check the box next to a single worker, such as Ian Murray, to transfer only them. To transfer everyone listed at once, check Select All.

Assign the new supervisory organization to each worker

For each selected worker, enter the name of the department or supervisory organization you want them moved to in the Proposed Supervisory Organization field. Use the search feature to confirm the correct department, searching by manager, organization name, or location if needed. You can assign different departments to different workers in the same batch.

For example, enter "Accounts Receivable Department" for Ian Murray and "HR Operations Department" for Jerome Williams. Leave the field blank for any worker you do not want to transfer yet.

Review your selections

If you only want to transfer specific workers, uncheck the boxes for anyone you want to exclude. Confirm that each selected worker shows the correct target department.

Submit the transfer

Once all selections and department assignments are correct, click Submit at the bottom of the dialog. Workday processes the transfer and displays a confirmation message once it is successful.

Confirm the submission was successful

After submitting, a confirmation screen appears with a red banner reading "You have submitted Move Workers (Staffing): Accounts Payable Department." Look for the green checkmark and the message "Process Successfully Completed." The Details and Process section shows:

• For: Accounts Payable Department
• Overall Process: Move Workers (Staffing): Accounts Payable Department
• Overall Status: Successfully Completed
• Due Date: 03/17/2024

Click Done to finish the process.

Verify the worker's new department assignment

Navigate to the worker's profile, such as Ian Murray's, and check the Supervisory Organization field in the profile summary. Confirm the worker now appears under the new department, Accounts Receivable Department. Other details remain visible for reference:

• Employee Name: Ian Murray
• Position: Accounting Specialist - AP
• Employee ID: 21314
• Location: San Francisco
• Education: University of California-Santa Cruz, B.S. in Accounting, 2007
• Upcoming Absences: No upcoming absences in the next 30 days

Review the updated profile

Confirm that all other details, including skills, job history, education, and absences, remain accurate, and that the Supervisory Organization field now reflects the new department.