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.
If you are a HR Automation user, please click here and follow the steps!
- Ensure that all previous days have been signed off in the Sign-Off Monitor.
- Navigate to the Staff profile using the Menu
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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
- Set End Date
- This can only be set to date within the last two weeks within an open payroll period
- Use the dropdown menu to select leaving reason 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.
- 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 - Department, Job Title, and Rate of Pay can be updated in this new profile.
- Click Save to exit the profile and continue to run payroll.
To configure this feature click here to contact the Customer Success Team