Managers use the Transfer Action Request form to initiate Supervisor Changes in Infor.   As a supervisor, you have access to update the reporting structure for your indirect and direct reports through Supervisor Self Service.  This article explains how to change a supervisor for a staff member within your accounting unit.

Additional Reference:  Supervisor Self Service Navigation Guide

Previous Steps:  How To: View My Staff

Navigation:  Infor >> Staff Self Service >> Supervisor Self Service >> My Staff >> My Staff Member Profile >> Transfer

Change a Supervisor

*** Note: Be sure to review the Payroll Calendar for a list of begin and end pay period dates. Only future period changes will be accepted and approved.

1. Click the magnifier icon in the Direct Manager* field.

2. Click on the line item that contains the new supervisor's name.

3. The Direct Manager* field is populated with the new position manager code, the position description, and the manager name.

NOTE: You may follow the same guidelines in steps 9 - 10 to select a Dotted-Line Manager where applicable.

4. Enter any exceptions pertaining to this transfer action request in the comments field.  Example: If you were unable to locate the supervisor's name in the search list, you would enter this information in the comments field. 

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