Transfer an Employee Temporarily to a Different Assignment

To support organizations that temporarily transfer employees to a different assignment, Sparkrock 365 provides the capability for you to create, and then process a temporary assignment transfer HR request.

When you process a temporary assignment transfer HR request, Sparkrock 365 transfers an employee to a temporary assignment. After the temporary assignment finishes, Sparkrock 365 transfers the employee to a new assignment that is the same as their original assignment, except for a few details.

For example, Sarah is a Teacher who was given a temporary assignment as a Vice Principal from July 1 to August 31, 2024. The following table describes the assignments that would appear in Sparkrock 365 for this example after the temporary assignment transfer HR request process has completed.

Assignment HR Position Period
A Teacher September 1, 2023 - June 30, 2024
B Vice Principal July 1, 2024 - August 31, 2024
C Teacher September 1, 2024 to present

During the creation of a temporary assignment transfer HR request, on the HR Request-Transfer page, you must specify a value for Calculation End Date.

When you process the HR request, Sparkrock performs the following tasks:

  1. On the Effective Date, Sparkrock 365 transfers the employee from their original assignment to the temporary assignment.

  2. On the Calculation End Date, Sparkrock 365 transfers the employee to a new assignment that is a copy of the original assignment. All details on the new assignment are the same as the original assignment, except for the values of the Calculation Start Date and Assignment Start Date fields. On the new assignment, Sparkrock 365 automatically populates the Calculation End Date with the value from the original assignment before the temporary transfer.

To accommodate future dates, Sparkrock 365 uses scheduled tasks that run on the respective Effective Date and Calculation End Date.

To transfer an employee temporarily to a different assignment

  1. Choose Lightbulb that opens the Tell Me feature., enter hr requests, and then choose the related link.

    The HR Requests page opens.

  2. On the action bar, choose New.

    The HR Request page opens.

  3. On the General FastTab, perform the following steps:

    1. In HR Reason Code, specify the code that represents a temporary assignment transfer, for example, 26-TEMP TRANSFER.
      The No. field is automatically populated.
    2. In Effective Date, specify the date on which the transfer is to take place.
    3. In Employee No., specify the employee number that corresponds to this HR Request.
    4. Specify values for other fields as required.

  4. On the action bar, choose Home > Details.

    The HR Request-Transfer page opens.

  5. On the General FastTab, perform the following steps:

    1. In HR Emp. Assignment Entry No., specify the employee’s current assignment that is being transferred.
    2. In Assignment End Date, specify the date on which the assignment is to end.
    3. In Calculation End Date, specify the date on which Sparkrock 365 is to transfer the employee back to the original assignment.
    4. In To HR Position Code, specify the employee’s new assignment.
      A dialog box appears that displays the following text:
      Do you want to allow updating of Total Amount on related HR Request Allowance(s)? Otherwise you will need to update related HR Request Allowance(s) manually.
    5. To allow updates to the total amount on the related one or more HR request allowances, choose Yes, otherwise, choose No.
    6. Specify values for other fields as required.

  6. On the Payroll, Employee Benefits, and Assignment Allowances FastTabs, specify values for fields as required.

  7. Choose Close.

    You are returned to the HR Request page.

  8. Process the HR request.

See also

HR Requests

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