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Transfer an employee to any section

You can transfer an employee to any section with the correct permission.

Written by Relu

You can allow the transfer of employment by assigning the Transfer to any section permission to a role, post, or profile.

📌Note: Make sure you run a batch update, after amending the permission so that these changes reflect on the system. No strikethrough for permissions means enabled, strikethrough means disabled.

You can transfer an employee to a different section by following the steps below:

  1. Search for the employee using the organisation search

  2. Open their profile and click Employment.

  3. Click Position.

  4. Select Post details and then click Edit.

  5. Click Change then choose the new Location, Section, or Subsection where the employee should be placed.

  6. Click Save.

This simply updates the employee’s assigned area so their profile matches where they actually work for example moving from Front of House to Back of House or to a different site.

📌Note: If you want to allow transfers to any section, the Transfer to any section permission must also be assigned to the role, post, or profile, and a batch update should be run afterwards so the change appears in the system.

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