How Do I Manually Transfer an Employee to a New Business Unit? (Video)

Follow the steps below to transfer an employee to a new Business Unit:

1. Navigate to the "Employee Transfers" screen.
2. Click on "Add Employee Transfer".
3. Select the employee's home BU: "From Business Unit".
4. Select the employee from the "Employee Name" list (the "Employee Member Id" field will be automatically filled).
5. Select the employee's new BU: "To Business Unit".
6. Enter the "Transfer Date".
7. Optionally, select a "Transfer Reason".
8. Click the "Save & Close" button to initiate the transfer - a warning dialog will pop up - click "OK" to proceed.
9. To complete the transfer:
   • Navigate to the "Employee Transfers" screen
   • Locate the Transfer using the Search options
   • Change the status to "Approved"
   • Click the "Save & Close" button to finalize the transfer

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