Transferring employees between organizations

Transfer employees from one organization to another organization within your company if you use multi-organization security.

When you transfer an employee between organizations, the system:

  • Creates a new record with the employee's new organization, and a historical record with the employee's old organization.
  • Automatically populates fields in the new employee record based on the historical record.
  • Validates information in the new employee record against the employee's new organization.

If a conflict exists with the employee's Class, Fleet Customer, and Cost Code, the system clears these fields when you submit the transfer.

Additionally, when you transfer an employee into an organization of which he or she was previously a member, the system automatically updates fields in the new employee record based on the historical record for the original organization. The system copies child records and updates associated records.

To transfer employees between organizations:

  1. Open the Employees form.
  2. Select the employee to transfer, and then click the Transfers tab.
  3. Click Add Transfer.
  4. New Organization—Enter the organization to which the employee is being transferred.
    The system automatically populates New Department and New Trade if the employee's current department and trade are valid for the new organization.
  5. Historic Employee Code—Enter a unique employee code to assign to the employee's historical record.
  6. New Department—Enter the employee's new department.
  7. New Trade—Enter the employee's new trade.
  8. Click Submit.
    The system automatically populates Transferred By and Date Transferred.