Transferring an Employee to a New Position

On the Personnel > Staff > Positions tab, select the active position and select the Transfer employee to new position button at the bottom of the Position Tracking Record

The following pop-up window will appear:

To process a transfer between the positions, you will:

1. Enter the effective end date for the old position
2. Select the vacant position that the employee is transferring to.
3. Enter the Starting and Ending dates for the new position record
4. Click on the Transfer button.