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People template

Internal transfer workflow template

Move an employee to another team: both managers agree, HR updates the records and IT adjusts the accesses.

3 steps 8 fields
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Who moves, where and when. The new manager approves first.

    Approval: The person picked in “New manager”
    6 fields in the request form
    • Employee * Person
    • New team * Text
    • New manager * Person
    • Transfer date * Date
    • Salary changes? *Yes, No Choice
    • Reason * Long text

  2. HR update

    A person or team you choose

    Update the employee record and the cost center.

    Due in 3 days (business time)
    1 field
    • Record updated * Checkbox

  3. Access review

    A person or team you choose

    Remove the old team's accesses and grant the new ones.

    Due in 2 days (business time)
    1 field
    • Accesses changed * Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

More people templates

Employee onboarding

Get a new hire ready: paperwork, equipment, accesses and a proper first day.

New hire → Paperwork → Equipment and accesses → First day → 30-day check-in

Employee offboarding

Handle a departure without loose ends: handover, accesses, equipment and termination paperwork.

Departure notice → Handover → Accesses and equipment → Termination paperwork

Vacation request

Pick your dates, get your manager's approval and let HR take care of the rest.

Request → Manager approval → HR records → Sign the notice

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

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