Transferring employees

To transfer employees:

  1. Click the plus sign to expand Employees.
  2. Select an employee.
  3. In the Date box, specify the date.
  4. From the Event Type list, select Transfer Out.
  5. Click Save. The Transfer Employee button displays.
  6. Click Transfer Employee.
  7. Select the member to receive the employee.
  8. Click Transfer.

Refresh your views to see the effects of the transfer.