Summary

In the course of working for an organisation, some employees may transfer to a different position or appointment.

As all organisations are different, the process that you follow may differ from the one outlined below.

The following guide is a suggestion only and should be used as a base for developing your own set of rules.

Procedure

1. Ensure all the necessary documentation is complete regarding an employee's move to a different position.
2. Find the employee record that you want to change.
3. For the current appointment, change the Active field on the Employee Appointments - Details tab to No.
4. Enter the last date that the employee is going to work or has worked in that position, in the Expiry date field on the Employee Appointments - Planned Dates tab.
5. Add the details of the new appointment to the employee record.
6. If necessary, update other details for the employee, such as the cost centre or rates - Employees - Payroll.
7. If the change of appointment has occurred part way through the current week, complete a cost centre override using the old cost centre for any timebands that are using the old cost centre.
8. Check timebands for that week. If the employee has worked for more than one department in the week of the change, the timebands will need to be adjusted accordingly. If a timeband is left blank, it will default to the cost centre recorded in Payroll.