Transferring an employee to a new department

Created by Humanlot ., Modified on Tue, 2 Dec at 3:18 PM by Humanlot .

How to transfer employees to other departments

Transferring an Employee to a New Department
A transfer involves moving an employee to a different department, position, or worksite within the organization. This process updates their role and related details in the system.

Steps to Transfer an Employee:

Go to People > Team.
Search for the employee using the search bar or filters.
Open the employee profile by clicking their name.
Click the three dots in the top-right corner and select Transfer.
Complete the required fields:
- Reason for transfer (select from dropdown)
- Start date
- Position
- Worksite
- Pay scale
- Level
(Optional) Update additional fields as needed:
- Notify employee
- Edit allowance
- Add notes or attachments
Click Save to confirm the transfer.