Moving employees to a different office

Moving offices with different annual leave start dates, HRDocs and CPD for employees moving office

At times, employees may need to move to a different office, whether it's from an onboarding location to their permanent office or simply relocating. Here's how to handle it efficiently:

• Update Office in Directory Summary:

  • Change the employee's office in their Directory Summary.

• HRDoc Transfer:

  • Signed HR documents move with the employee to the new office.
  • Unsigned documents specific to the old office stay behind.

• CPD Item Transfer:

  • All CPD items assigned to the employee move with them to the new office.

• Leave Year Check:

  • If both the old and new offices share the same leave year, no further action is required regarding leave balance adjustments.

• • If the new office shares the same leave year, no adjustments are needed.
  • In case the new office operates on a different leave year, a pop-up notification will appear, prompting you to review the employee's annual leave.

• • Review the employee's leave balance and requests to ensure accuracy.
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• Adjust Leave Settings:

  • Access the employee's annual leave balance to review any potential discrepancies due to the change in leave year.
  • Consider any leave already booked by the employee that may now span across different leave years.
  • Adjust the leave settings accordingly to ensure accuracy and consistency with the new leave year.
• Manual Adjustments (if necessary):

• • If additional adjustments are needed, such as correcting leave balances or aligning leave requests with the new leave year, you can make manual changes via the employee's time-off page.