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Give an employee access to the transfer employee button

You can give an employee access to the transfer employee button if they need to update someone’s role or position in the system.

Written by Relu

You will need to give the employee the permission to the transfer employee button.

Common reasons

Common reasons include:

  • Promotion or role change: moving an employee to a new post that reflects their new responsibilities.

  • Team or department move: transferring them to a different section of the organisation.

  • Restructuring posts: for example, splitting one post into two and moving some employees to the new one.

When this happens, the employee’s profile needs to be updated so their post, start date, and permissions match the new role. The transfer button allows that change to be made directly from the employee’s employment record.

The permission required is named employee posts and you'll need to give the employee the add and edit permissions

Give an employee access to the transfer employee button

To give an employee access to the Transfer Employee / Change Post button, follow the steps below:

  1. Search for the employee using the organisation search and open their profile.

  2. Click the Security tab then click Permissions.

  3. Select Edit Employee Permissions then search for Employee Posts.

  4. Turn on the Add and Edit permissions.

    • Click the plus and pencil icons so they are not crossed out.

  5. Click Save.

🤓Tip: If a permission has a strikethrough, it means it’s disabled. No strikethrough means it’s enabled.

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