# Internal transfer workflow template

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

Category: People. 3 steps, 8 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

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

Approval: The person picked in “New manager”.

Fields:

- Employee (person, required)
- New team (text, required)
- New manager (person, required)
- Transfer date (date, required)
- Salary changes? (choice, required)
- Reason (long text, required)

### 2. HR update

Owner: A person or team you choose.

Update the employee record and the cost center.

Due in 3 days (business time).

Fields:

- Record updated (checkbox, required)

### 3. Access review

Owner: A person or team you choose.

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

Due in 2 days (business time).

Fields:

- Accesses changed (long text, required)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/internal-transfer