Transferring Team Members between departments and managers

The Transfer Wizard enables you make changes to the reporting lines in your org and transfer selected Team Members:

  • From one HR Department to another.

  • From one manager to another.

Transfer Wizard is useful for making the same reporting line or organizational move for multiple Team Members in one operation.

You can execute transfers immediately, or on specified future dates. You can start the Transfer Wizard:

  • From the Organization home page.

    Use Organization:

    • For access to all Team Members in your organization.

    • To apply filters to the list of Team Members so you can focus on a subset.

    • To transfer multiple Team Members in a single operation.

  • From the Team Member Detail page.

There are two configuration steps enabling you to refine the process: