HS HR and Payroll US: Employee Site Transfer Process

Overview

Fourth allows employees to be transferred to other locations within your organization. All employee site transfers must be completed within the HR/ Payroll application.

Please note: The following guide is for changing an employee’s primary worksite location; all additional locations must be actioned through the HotSchedules application.

Transferring an Employee to a Different Worksite Location

• Once the designated employee has been located within HR/Payroll, select the Work tab
• From the Assignments panel, select Worksite Location

Fig.1 - Assignments [select image to enlarge]

• A pop-up window will display a list of all available worksite locations, select the desired location to initiate the transfer

Fig.2 - Select Worksite location [select image to enlarge]

If any of the below information changes for the employee, those fields will need to be updated on the same Work tab (Fig.1):

• Reports To
• Division
• Department
• Workgroup

For example: If a department needs to be changed, a pop-up window will display when the Department hyperlink is selected. Only available options will appear to be selected.

Fig.3 - Changing the Department

• After all changes are made for the transfer, select Save 

Fig.4 - Save [select image to enlarge]

Please note: If this is a change in management for a restaurant, the hourly employees need their Reports To section updated as well.

To accomplish this:

• Navigating to the Employee Details Record and updating the Reports To section on the Employee Record