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Transferring an Employee

This section explains how to transfer an employee from one site to another.
When you transfer an employee, APM first checks to make sure that the transfer will not affect any APM data. For example, if the employee is listed as a buyer on any open purchase orders, you cannot b transfer him. If the transfer will affect any data, APM displays a warning message. You can then update your APM data and try again to transfer the employee.
If the site that the employee is moving to is a peer or child site to the current site in the site hierarchy, APM checks the following items before transferring the employee:
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Approvals: checks that there are no documents on the site waiting for the employee’s approval. Documents that may need approval include work orders, work requests, purchase orders, requisitions, and asset transfer documents.
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Assets: checks that the employee is not currently listed as being responsible for approving work on an asset on the site.
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Departments: checks that the employee is not listed as the member of a department.
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Employee organizational chart: checks that the employee is not currently listed as a supervisor of other employees. If the site that the employee is moving to is a peer or child to the current site in the site hierarchy, make sure that the employee is not listed as the top employee in the current site.
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Purchase orders: checks that the employee is not listed as a buyer on open purchase orders for the site.
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Schedules: checks that the employee is not listed as a scheduler on open maintenance schedules for the site. Make sure that the employee is not currently listed as being available to work on an open maintenance schedule.
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Schedule templates: checks that the employee is not listed as a scheduler on schedule templates for the site.
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Standard jobs: checks that the employee is not currently listed as a planner on standard jobs for the site.
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Standard tasks: checks that the employee is not listed as a planner on standard tasks for the site.
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Transactions: checks that the employee is not referenced on any unposted timecard entries.
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Work order tasks: checks that the employee is not assigned to work on any open work order tasks or that the employee is listed as a planner of any open work order tasks.
If the site that the employee is moving to is a peer or parent to the current site in the site hierarchy, APM checks the following items before transferring the employee:
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Maintenance groups: checks that the employee is not currently listed as a supervisor for a maintenance group on the site.
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Transactions: checks that the employee is not referenced on any unposted warehouse issues or returns.

To Transfer an Employee

1.
Select the site’s Personnel view, Employees tab, and then the Listing tab. By default, this tab lists all employees for the site and below.
2.
Double-click to open the employee that you want to transfer. The Employee window appears.
3.
From the Tools menu, select Transfer to Another Site. The Transfer Employee dialog appears.
4.
Select the site that you are moving the employee to in the Transfer to box. To search for the site, click Browse. Select the site, and then click OK.
5.
Click OK to transfer the employee. APM verifies that the employee can be transferred.
If the employee can be transferred, the dialog disappears and the new site appears in the Site box on the employee record.
If the employee cannot be transferred, APM displays a warning message that lists the items that need to be changed in order to successfully transfer the employee.

Example:

The message may say “Jane Smith cannot be transferred while he/she is the planner on a standard job.” You will then need to open the standard jobs on which Jane Smith is listed as a planner and select a different employee as the planner for each job.
6.
Save and close the employee record.