We have encountered some instances whereby employees have been incorrectly processed as an ‘additional appointment’ when the intention is to ‘transfer’ them in CoreHR.
A ‘transfer’ in most organisations would refer to transferring between jobs, regardless of the department. However, in CoreHR system terms, this also relates to transferring the security access for a particular appointment; allowing the receiving department’s system user(s) to view and administer the staff record in CoreHR.
Please always check with the new starter and/ or the original department’s HR Admin, to identify whether a ‘transfer’ or ‘additional appointment’ is required.
The appointing process can be complex. To avoid errors, always refer to the Appointing – where to start guide before making any such changes in the system. This will ensure the correct system steps are completed for your scenario. You can also watch a short tutorial on Appointing in the Portal here.
If you are ever unsure, please contact us or seek advice from a colleague. It’s easier for us to help you in advance than to correct mistakes.
Checking recent transfers
If a member of staff has recently transferred from or to your department, please make sure that the original appointment has been ended in CoreHR, where appropriate. If you are unsure and wish their staff record be checked, please contact us.