Efficiently Manage Internal Transfers and Role Changes

This template helps HR and managers streamline the process of managing internal transfers and role changes, ensuring clear communication and a smooth transition.

Template Workflow:

1. Action: Input Form
Collect employee's current and new role information, including department, job title, and effective date. Also, gather any additional details required for the role change, such as reporting manager and new responsibilities.

2. Action: Send Email to Current and New Manager
Send an email to the employee's current and new manager, notifying them of the internal transfer or role change.
Subject: Role Change Notification - {{employee_name}}
Message: Hi {{current_manager}} and {{new_manager}}, {{employee_name}} will be transitioning from their current role as {{current_role}} to the new role of {{new_role}} within {{new_department}}. This change will be effective starting {{effective_date}}. The new responsibilities for this role include:

New responsibilities 1
New responsibilities 2
New responsibilities 3

Please ensure a smooth handover of tasks and responsibilities during this transition period. If you have any questions or need further information, please contact the HR department. Thank you!

3. Action: Input Form
Collect any additional information or requests from the managers regarding the role change, such as training requirements, system access changes, or equipment needs.

4. Action: Send Email to Employee
Send an email to the employee, confirming their role change and providing any additional information or instructions.
Subject: Your Role Change at {{company_name}}
Message: Hi {{employee_name}}, congratulations on your new role as {{new_role}}! Your role change will be effective starting {{effective_date}}. Your new responsibilities include:

New responsibilities 1New responsibilities 2New responsibilities 3

Your new reporting manager will be {{new_manager}}. If you have any questions or need further information, please contact the HR department or your new manager. Good luck in your new role!

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