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How do we correctly assign Transfer checklist task to future Line Manager?

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edited Sep 4, 2023 6:46PM in Journeys 6 comments

Summary: We have a transfer checklist with allocation criteria when the action record becomes effective. We have tasks that go to the employee correctly before the effective date of the transfer. However, the tasks that should go to the new line manager are going to the current line manager instead. Business requirement is for the new line manager to complete the task before the transfer is effective. We've tested offset days but that only looks at eligibility and not the manager on the new assignment.



Content (required): We have a transfer checklist with allocation criteria when the action record becomes effective. We have tasks that go to the employee correctly before the effective date of the transfer. However, the tasks that should go to the new line manager are going to the current line manager instead. Business requirement is for the new line manager to complete the task before the transfer is effective. We've tested offset days but that only looks at eligibility and not the manager on the new assignment.

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