Move employees to new departments

This transaction transfers an employee, either within the same campus (to another department) or across campuses (to another campus). Because the transfer affects two departments, there are multiple stages and roles involved in this process:

  1. The receiving department (that is, the department the employee is transferring to) initiates the transaction.
  2. The position that the employee is transferring to should be prepared ahead of time. 
  3. Once the transaction is submitted for approval, the employee will be notified of steps to complete the close out of their current position (such as submitting a final timesheet, expense report, etc.).

Step-by-step: Transferring an Employee 

 Step-by-step: Approving Transfers

Step-by-Step: Transaction Status, Drafts, and Pushbacks

Job Aid: Transfer Action and Reason Codes