1. Employee Management
  2. Employees
  3. Employee Change Requests
  4. Employee Change Requests Management
  5. Creating a Transfer Change Request From the Employee Record

Creating a Transfer Change Request From the Employee Record

You can create an employee change request for transfers from the employee record.

To create an employee change request for transfers:

  1. Go to Lists > Employees > Employees.

  2. Next to the employee you want to create a transfer change request for, click View.

  3. From the Actions list, select Create Employee Change Request.

  4. From the Change Request Type list, select a transfer change request type.

  5. On the request form, complete the following fields:

    • From the New Location list, select the location of the employee’s new job.

    • From the New Department list, select the department of the employee’s new job.

    • From the New Supervisor list, select the employee’s new supervisor.

    • From the New Job list, select the employee’s new job.

    • In the Proposed Date field, enter or select a date in the future.

      This date is used to apply the change as an effective-dated change. If your role has the permissions, you can edit this date up until the change status of Completed, Declined, or Expired.

    • In the Justification field, enter your reason for requesting this change.

  6. Click Submit.

Related Topics

General Notices