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Previously, access to employment data for a future employment was not possible, which caused process delays for all parties involved. There is a new parameter for managers and admins with correct permissions to see a pending transfer or hire prior to the transfer date to add employee data and complete the hire process.

For internal transfer within a company, admin can now receive earlier access to employee data whereas previously they did not have it until the exact date of the transfer. Using Permission and Permission groups (using Dynamic group filters) we can set the system to show data earlier.

Example 30 days before the transfer.

Below steps need to be follow.

  • In Succession Data Model (SDM) we need to add extend by n days parameter to the Dynamic Group filter to the relevant HRIS elements. This can only be done in XML and bot by using the SCM in BCUI.

<hris-element-ref refid="jobInfo" extend-by-n-days="60">

<hris-field-ref refid="location">


  • After the parameter is enabled in the SDM and the HRIS sync is updated, navigate to the permission group settings in the system.

  • Create a new permission group in the system for admins and managers. For example, you could create a group called Job Information - Department - Extend by 60 Days. This means, that when executed, the query would select employees with department of finance from today until 60 days from today.

  • Grant the role to the managers and admins. Select only the direct reports in these groups below and then select the permission group created in the previous step.

  • Save your settings.

Please note this is as per effective dated system.

For example, an employee gets transferred to a new location and with this future date transaction there is a manager change too. This will work for the current manager of the employee not for the future dated manager.

Because both the criteria of the RBP group for granted group (based on the new manager direct reportee relationship) and the target group based on location (company transfer of employee) will take effect on future date.

NOTE: This feature applies to the fields in the HRIS elements, not to any data on the object reference.

If you have additional questions, please feel free to reach out and share your feedback.

Best regards,


GroupeX Solutions

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