Inter-branch transfers

What it is

Requests to move a staff member from one branch to another.

Why it matters

Keeps moves tracked, approved and recorded for both branches.

When to use it

Managers request moves; decisions are made through the approvals queue.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click HR to open it.
3. Click Inter-branch transfers.

What you see

Inter-branch transfers · click the picture to enlarge

Buttons on this screen

• Request a transfer — does what it says on the button.

Filling in the form

1. Click the New button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (3 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Inter-branch transfers · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Staff *	choose	Choose the staff member being moved.
To branch *	choose	Choose the campus the staff member is moving to.
Effective on *	date	The day the move takes effect. Pick it from the calendar.
New department	choose	Optional. Choose a new department. Leave empty to keep the current one.
New designation	choose	Optional. Choose a new job title. Leave empty to keep the current one.
Reason	long text	A short reason for the move, such as staffing needs at the new campus.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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