{
  "test_id": "ORCL.HCM.COREHR.WORKER.TRANSFER",
  "scenario_name": "Transfer Worker",
  "application": "Oracle Fusion Cloud HCM",
  "product": "Human Capital Management",
  "module": "Core HR",
  "process": "Hire-to-Retire",
  "business_flow": "Employee Lifecycle",
  "scenario_type": "Positive / Functional",
  "priority": "High",
  "automation_status": "SyntraFlow Ready",
  "library": "Syntra Standard",
  "canonical_url": "https://www.syntraflow.cloud/oracle-erp-testing-tool/test-library/hcm/core-hr/hire-to-retire/transfer-worker/",
  "objective": {
    "intro": "The objective of this test is to verify that an authorised Core HR user can transfer an active worker within the applicable employment structure in Oracle Fusion HCM — department, location, business unit, job, position or manager — where the move stays within the same legal employer. This scenario is deliberately scoped to internal transfers; a move between legal employers is covered by the separate Global Transfer scenario.",
    "confirms": [
      "the worker selected for transfer is active and eligible",
      "the target department, location, business unit, job, position or manager is valid and active",
      "the legal employer on the assignment is unchanged after the transfer",
      "the effective date is accepted and applied correctly",
      "any required approval workflow is triggered where configured",
      "the worker's assignment history retains the prior and new values",
      "the worker remains active and available for subsequent lifecycle events after the transfer"
    ],
    "scope_note": "This scenario covers internal transfers only — department, location, business unit, job, position and manager changes within the same legal employer. It is distinct from Global Transfer, which covers a worker move across legal employers and is tested as a separate scenario. Compensation changes triggered alongside a transfer are validated at a summary level here; detailed compensation testing sits with dedicated Compensation scenarios."
  },
  "preconditions": [
    "Oracle Fusion Core HR is configured and available in the target environment.",
    "The worker exists, is active, and is eligible for transfer.",
    "The target department, location, business unit, job, position and/or manager is valid, active and configured within the same legal employer as the worker's current assignment.",
    "The transfer effective date falls within a valid, open period for the assignment.",
    "Approval workflow, where required by configuration, is set up for the transfer transaction.",
    "The test user has security access to initiate a worker transfer."
  ],
  "test_data": [
    {
      "field": "Worker",
      "example": "${WORKER}"
    },
    {
      "field": "Legal Employer",
      "example": "${LEGAL_EMPLOYER} — unchanged for internal transfer"
    },
    {
      "field": "New Department",
      "example": "${NEW_DEPARTMENT}"
    },
    {
      "field": "New Location",
      "example": "${NEW_LOCATION}"
    },
    {
      "field": "New Business Unit",
      "example": "${NEW_BUSINESS_UNIT}"
    },
    {
      "field": "New Job",
      "example": "${NEW_JOB}"
    },
    {
      "field": "New Manager",
      "example": "${NEW_MANAGER}"
    },
    {
      "field": "Effective Date",
      "example": "${EFFECTIVE_DATE}"
    },
    {
      "field": "Transfer Reason",
      "example": "${TRANSFER_REASON}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Search for the Active Worker",
      "action": "Search for and select the active worker to be transferred.",
      "test_data": "${WORKER}",
      "expected_result": "The correct active worker is located and their current employment information is displayed.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Open Employment Information",
      "action": "Open the worker's employment information to review the current assignment.",
      "test_data": "",
      "expected_result": "The current department, location, business unit, job, position and manager are displayed correctly.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Initiate Transfer",
      "action": "Initiate the Transfer action from the worker's employment information.",
      "test_data": "",
      "expected_result": "The Transfer page opens, pre-populated with the worker's current assignment details.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Enter Effective Date",
      "action": "Enter or select the effective date for the transfer.",
      "test_data": "${EFFECTIVE_DATE}",
      "expected_result": "The effective date is accepted and falls within a valid assignment period.",
      "validation_type": "action"
    },
    {
      "step_number": 5,
      "step_name": "Select Destination Department and Location",
      "action": "Select the target department and/or location for the transfer.",
      "test_data": "${NEW_DEPARTMENT} / ${NEW_LOCATION}",
      "expected_result": "The selected department and location are accepted and remain within the same legal employer.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Update Job or Position",
      "action": "Update the job or position where the transfer requires it.",
      "test_data": "${NEW_JOB} / ${NEW_BUSINESS_UNIT}",
      "expected_result": "The updated job, position and business unit are accepted.",
      "validation_type": "action",
      "note": "Not every transfer changes job, position or business unit — this step applies where the scenario requires it."
    },
    {
      "step_number": 7,
      "step_name": "Update Manager",
      "action": "Update the worker's manager where the transfer requires a manager change.",
      "test_data": "${NEW_MANAGER}",
      "expected_result": "The new manager is accepted and reflected on the assignment.",
      "validation_type": "action"
    },
    {
      "step_number": 8,
      "step_name": "Review Changes",
      "action": "Review a summary of the proposed transfer changes before submitting.",
      "test_data": "${TRANSFER_REASON}",
      "expected_result": "The review summary accurately reflects all entered transfer details.",
      "validation_type": "action"
    },
    {
      "step_number": 9,
      "step_name": "Submit the Transfer",
      "action": "Submit the transfer for processing, or for approval where configured.",
      "test_data": "",
      "expected_result": "Oracle Fusion successfully accepts the transfer submission without unexpected errors.",
      "validation_type": "action"
    },
    {
      "step_number": 10,
      "step_name": "Verify New Assignment and History",
      "action": "Confirm the worker's new assignment values and review the assignment history for the transfer.",
      "test_data": "",
      "expected_result": "The new assignment reflects the correct department, location, business unit, job, position and manager as of the effective date, the legal employer is unchanged, and the transfer is recorded in the worker's assignment history.",
      "validation_type": "business_assertion",
      "note": "This is the main business assertion for the scenario — the test does not stop merely because Submit completed successfully."
    }
  ],
  "expected_results": [
    "A valid transfer updates the worker's department, location, business unit, job, position or manager as of the effective date.",
    "The worker's legal employer remains unchanged, confirming the transaction is an internal transfer rather than a Global Transfer.",
    "The worker remains active after the transfer completes.",
    "Assignment history retains the prior values alongside the new transfer effective-dated record.",
    "Approval workflow, where configured, is triggered and routed correctly.",
    "No unexpected errors occur during submission.",
    "The worker remains available for subsequent lifecycle events, including promotion, further transfer, global transfer or termination."
  ],
  "validation_checkpoints": [
    "Target organization/location is correct.",
    "Effective date is correct.",
    "Assignment history is retained.",
    "Worker remains active.",
    "Legal employer is unchanged for internal transfer.",
    "Manager, job and position are correct as expected."
  ]
}