Deploy this template to standardize the process of transferring an employee to a new
department, initiated either by a Manager or an HR Fulfiller.
Required Editions
This template creates a service request record that captures essential user details for
accurate and auditable fulfillment. Review what’s included with the template.
Intake Attributes
The intake form for this template captures these details from the employee: Subject, Case Origin,
Transfer Candidate, New Job Title, New Department, New Work Location, New Cost Center, Effective
Date, Reporting Manager, Transfer Reason, Supporting Offer Letter.
Fulfillment and Integration
This template doesn't include any preconfigured integrations for intake or fulfillment.
Manager approval routing is expected. Use Flow Builder to define custom routing logic and
fulfillment workflows.
