How to complete an internal transfer if you have HR Automation?

Internal transfers are part of the leaver process. They must be completed on a payroll day, with all days signed off but payroll still open. You can only transfer employees to properties within your access.

In order to set an employee as a leaver for an internal transfer, you will need to have access to both the original property and the new property.

  • Ensure that all previous days have been signed off in the Sign-Off Monitor. 

  • Use the mega menu to navigate to "Staff Profiles" 

  • Search for the Employees Name using the search tool in the top right-hand corner.    

  • Click the eye icon to enter the staff profile 
  • Within Staff Profile, select Employment Details

  • Click "Set as Leaver" along the top
 
    • You may need to reassign "Reports to" Staff
  • Select an End Date using the date picker
  • This can only be set to date within the last two weeks within an open payroll period

  • Use the dropdown menu to select the Reason for leaving as "Internal Transfer"

  • Select the receiving hotel from the dropdown menu

If the internal transfer is from an Irish property to a UK property, any existing bank holiday balances will need to be removed before completing the transfer.

  • Tick or untick the check box if the leave was planned 
  • If you wish to transfer the Staff Documents along with the employees information, tick the check box 

  • Click Set As Leaver to confirm

  • The employee's  Personal Details will populate onto a new profile with their new place of work
  • The employee's Employment Details can be updated in the new profile if needed.
    • Department
    • Job Title
    • Rate of Pay
  • Click Save to exit the profile 
  • Next, you will need to re-invite the employee to the app
  • Along the top navigation bar, click "MyAlkimii Invitations"

    • This will bring you to a list of all staff on the property
    • Search for your employee using the search bar 
    • On the right-hand side, you will see "Actions"
    • Click "Reinvite" 
    • You will receive a notification if the re-invitation has been successful