Transferring an Employee to a New Position

On the Personnel > Staff > Positions tab, select the active position and select the Close and Open Record With 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 Old Position Tracking End Date
2. Verify the New Position Tracking Start Date
3. Enter the effective New Tracking End Date
4. Select the vacant position that the employee is transferring to.
5. Click on the Transfer button.