Explore our Employee Internal Transfer Process Flow Chart, a comprehensive guide mapping out the step-by-step internal transfer procedures in an organization.
1
Employee submits internal transfer request
2
Human Resources receives request
3
HR does initial review of request
4
Approval: HR initial review
5
HR verifies employee eligibility for transfer
6
Current manager is notified of the transfer request
7
Approval: Manager of Current Position
8
Prospective manager is provided with employee's file
9
Approval: Prospective Manager
10
HR coordinates with department heads on transfer details
11
Salary and benefits for new position are calculated and adjusted
12
Approval: Salary and Benefits Adjustments
13
Detailed transfer proposal is prepared
14
Approval: Transfer Proposal
15
Employee reviews transfer proposal
16
Approval: Employee
17
Final transfer agreement is signed
18
HR updates employee records
19
IT is informed for necessary system updates
20
Employee orientation for the new department
Employee submits internal transfer request
This task involves the employee initiating the process by submitting a request for an internal transfer. The request should include the employee's reasons for wanting to transfer, their preferred department or position, and any relevant qualifications or experience. The submission of this request sets the entire process in motion.
Human Resources receives request
In this task, the Human Resources department receives the internal transfer request from the employee. They should acknowledge receipt of the request and inform the employee that their request is being reviewed.
HR does initial review of request
The Human Resources department reviews the internal transfer request to ensure it is complete and meets the basic requirements for consideration. They check if the request includes all necessary information and if the employee meets the minimum qualifications for the desired position.
1
Yes
2
No
1
Yes
2
No
Approval: HR initial review
Will be submitted for approval:
HR does initial review of request
Will be submitted
HR verifies employee eligibility for transfer
This task involves the HR department confirming the employee's eligibility for an internal transfer. They review the employee's performance, attendance, disciplinary record, and any other relevant factors to determine if the employee is qualified and suitable for the transfer.
1
None
2
Written warning
3
Verbal warning
4
Suspension
5
Termination
Current manager is notified of the transfer request
Once the HR department has verified the employee's eligibility for transfer, they notify the employee's current manager about the transfer request. The manager needs to be informed about the employee's intention to transfer and be prepared for potential changes in their team or department.
Approval: Manager of Current Position
Will be submitted for approval:
Current manager is notified of the transfer request
Will be submitted
Prospective manager is provided with employee's file
In this task, the HR department gathers and prepares the employee's file to provide it to the prospective manager of the new department. The file should include the employee's performance reviews, training records, and any relevant documents that could assist the prospective manager in evaluating the employee.
1
Gathering performance reviews
2
Collecting training records
3
Compiling relevant documents
Approval: Prospective Manager
Will be submitted for approval:
Prospective manager is provided with employee's file
Will be submitted
HR coordinates with department heads on transfer details
This task involves the HR department collaborating with the department heads of both the current and prospective departments to finalize the transfer details. They discuss the logistics of the transfer, including the timeline, any necessary training or orientation, and any potential impact on staffing or workload.
Salary and benefits for new position are calculated and adjusted
In this task, the HR department calculates and adjusts the salary and benefits for the employee's new position. They consider factors such as the employee's current salary, market rates, internal equity, and any additional responsibilities or qualifications associated with the new position.
1
Above average
2
Average
3
Below average
Approval: Salary and Benefits Adjustments
Will be submitted for approval:
Salary and benefits for new position are calculated and adjusted
Will be submitted
Detailed transfer proposal is prepared
In this task, the HR department prepares a detailed transfer proposal outlining the terms and conditions of the transfer. The proposal should include information such as the effective date of the transfer, the employee's new position, salary and benefits, and any relevant policies or procedures that apply to the transfer.
Approval: Transfer Proposal
Will be submitted for approval:
Detailed transfer proposal is prepared
Will be submitted
Employee reviews transfer proposal
This task involves the employee reviewing the detailed transfer proposal prepared by the HR department. They should carefully read and understand the terms and conditions of the transfer, seek clarification if needed, and provide their approval or feedback.
Approval: Employee
Will be submitted for approval:
Employee reviews transfer proposal
Will be submitted
Final transfer agreement is signed
Once the employee has reviewed the transfer proposal and provided their feedback or approval, the final transfer agreement is signed by the employee, the HR department, and the respective department heads. This agreement ensures that all parties are in agreement with the terms and conditions of the transfer.
HR updates employee records
In this task, the HR department updates the employee's records to reflect the transfer. They make changes to the employee's position, salary, department, and any other relevant information in the HR system or employee database.
IT is informed for necessary system updates
This task involves notifying the IT department about the employee's transfer for necessary system updates. IT needs to ensure that the employee's access rights, email address, and any other IT-related configurations are adjusted according to the transfer.
Employee orientation for the new department
In this task, the employee attends an orientation session for the new department. The orientation provides the employee with an overview of the department's goals, objectives, team members, and any necessary training to succeed in the new role.
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