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Home > Human Resources > Job Aids > Change a Supervisor
Use the Change a Supervisor job aid to update an employee’s direct supervisor, ensuring approval routing and position reporting lines remain accurate in the system. The Supervisor Change process is used to update the supervisor assigned to a position. This change is completed at the position level, rather than at the employee level.
Prerequisites:
Before initiating a supervisor change, verify you have the following information:
The Effective Date of the reporting change.
The Position Number of the employee being updated.
The Position Number of the new supervisor.
Important Information: Clicking Submit does not instantly update the record, rather it initiates a workflow transaction that must pass through all required administrative approvals.
Steps to Change a Supervisor:
Access the POSM Activity Folder
Use Global Search to navigate to the POSM page: Select the expand/collapse (🞂) icon in the search bar, select Page Code, enter POSM, and select POSM Position Management Activity Folder from the list.
The POSM Activity Folder page opens to a query.
2. Enter the Position Number in the Position Number field.
Example: AAA01566
3. Select Apply to search for the specified position.
4. Locate the position in the Results Grid at the bottom of the page.
5. Select the row-level View option to open the position record.
Note: The position record includes four tabs:
Position – Displays summary information about the position.
Position Status Maintenance – Used to create or revise position specifications. The (#) indicates the number of related records or transactions.
Position Authorization Maintenance – Used to authorize the position for the number of incumbents and FTEs. The (#) indicates the number of related records or transactions.
Position Employee Roster – Displays profile information for employees who have held the position.
6. Select the Position Status Maintenance tab.
7. Click the row-level Modify option to open the Position Maintenance (PSMT) page.
8. In the General Information section, enter or update the From Date.
9. In the Position Attributes section:
Type CHNGE or select CHNGE from the Position Action picklist.
10. Click OK.
11. In the Reporting To Department section, enter the Reporting to Position Number.
Example: AAA00001
Save, Validate, Submit, & Close the Transaction
12. Click the Save button at the top of the page. This action saves the data entry and ensures you don't lose your work when validating or submitting the transaction.
13. Click the Validate button at the top of the page. This action validates data entry and checks for errors.
Confirm that the transaction validated successfully.
If errors are returned, correct the issues in the applicable sections and click Validate again.
14. Once validation is successful, click the Submit button at the top of the page. This action finalizes the transaction and routes the transaction for review and approval.
Confirm that the transaction was submitted successfully.
15. Click the Close button at the top of the page. This action returns to the activity folder.
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