Transferring a single mentee to another mentor

When you transfer a mentee to another mentor, the primary or non-primary status of the mentor can be affected.

To transfer a single mentee to another mentor

  1. Select Manager > Develop Employees > Mentors.
  2. On My Staff, select the mentor for the mentee to be transferred.
  3. On the Mentees tab, select the mentee to be transferred and click Transfer To New Mentor.
  4. Select the new mentor and click OK.

    The mentee disappears from the mentor's mentees list. The mentee is displayed on the new mentor's Mentees tab.

Impact on primary mentor status

  • If the current mentor is not the primary mentor and you are transferring the mentee to a mentor other that the primary mentor, the new mentor will be non-primary.

  • If the current mentor is not the primary mentor and you are transferring the mentee to the primary mentor, the new mentor will remain the primary mentor.

  • If the current mentor is the primary mentor, the new mentor will be the primary mentor, even if the new mentor was a non-primary mentor for the mentee before the transfer.