This template adds functionality to help make transfers seamless, memorable, and personalized. It adds a few workflows to create tasks for the employee and the manager, moves the transfer journey status once tasks are completed, and notifies the employee once the journey is complete.
To configure this journey, install the Journeys template and follow the knowledge base article on how to set up a journey. Then, HR is ready to assign the journey to an employee when needed. Once HR has assigned the journey, the employee can see it on the Home page.
This template adds content that we've documented in our knowledge base articles:
- Roles: Employee, manager, and HRSS
- Person model
- Journeys
- Countries
- Personas
- Profile
- Content Categories
- Knowledge articles
- FAQs
- Useful links
Workflows
This template adds 15 transfer workflows to the Person journey model:
Each workflow sends tasks to the right person at the right time and updates the Transfer journey page so the employee, manager, or HR admin can check on the progress of the transfer at any time.
Pages
The template also adds the Transfer journey page:
This page shows the employee at which stage their transfer is with the stepper feature, what tasks they need to complete, and any other helpful information. The workflows mentioned previously in this article update the stepper once a task is completed. They also automatically send task notifications to the manager and employee.
Menus
This template adds the Transfer submenu with the Transfer journey page.
Validation rules
This template adds the Prevent multiple transfer requests validation rule to the Person journey model. When a transfer has been requested, and a manager attempts to resubmit the same information, they will see an error message.