HRMS Help > Employee Demographics > Transfer Assignment

User Roles: Employee Hire, Staff Action, HR Staff Action Officer, System Administrator
Last Updated: Feb 19, 2024 11:00 am

Table of Contents

Transfer Assignment

Edit Assignment

Quick Facts

The Transfer Assignment form is used to transfer an employee from one assignment to a new assignment.
Before you begin you should know which assignment will be removed, the date to remove, and the new position number.

Transfer Assignment

Accessed from Employee Demographics under the Assignment menu
Select Transfer to open Transfer Assignment pop up window

Image of dropdown of assignment transfer

Transfer Assignment window pops up

transfer assignment screen

Select Assignments to Remove
Enter Date to Remove (typically day before new assignment begins)
Enter New Position #
Click Submit
After you click Submit the Add Assignment form displays.

Sample transfer assignment screen-top

Sample transfer assignment screen-bottom

After you click Save & Edit the Edit Assignment form displays.

Edit Assignment

edit assignment after add transfer1.jpg

edit assignment after add transfer2.jpg