Transferring Staff
Sabine Park avatar
Written by Sabine Park
Updated over a week ago

The transferring staff feature allows users to easily add a member of staff from another site in their group to their own site. This feature will copy the member of staff to the new site, and will not delete them from their existing site. To remove staff, you can check out our article here.

This article covers:

Setting Up the Transfer Staff Feature πŸ‘©β€πŸ³

For someone to be able to transfer staff members from other sites to their own, you will need the following permissions: Add Staff, Staff List and Transfer Staff.

Only Admin users can change permissions, if you are an admin user you can find out how to do this here.

How to Transfer Staff 🀡

After you have you permissions in place, you will need to go to the Staff module and then the Staff List.

Within the staff list, at the top right you will see the orange Transfer Staff button as seen below.

When you go to the Transfer Staff page, you will see all employees from all the sites within your group. You will also see their Department and Section and their Connected Company.

You also have the ability to search for a specific employee in the top right.

Once you have the employee you wish to transfer to your site, click on the Transfer button on the right hand side of the employees info.

In this section you will need to select the Transfer Date, the date in which you want them to appear on your rota, their Department and Section/ Job Role within your site and their Pay Rate.

Fill in the appropriate information and then click the Transfer Staff Member button.

You will then be able to set the employee permissions and restrictions. More info on that here.

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