Transfer Labor to a Different Organization

There are a few steps to transfer a labor resource to a different organization. Locate the labor resource on the View Resources screen. Transferring the labor resource to another organization is completed on the Labor Information screen.

Locate a labor resource

Click the Resources menu link to open the View Resources screen directly.
Select the organization from the Organization drop-down list to display the labor resources in the Resources Listing.
The Labor option in the Resource Type drop-down list and the Active checkbox are selected by default. Proceed to the next step to filter the search.
Select a group from the Group drop-down list and/or enter the search criteria into the Skill/Type, Resources, and/or Agreement text boxes, using the Track's filter option control. (see also Filter Option)
Once a labor resource is located, click the labor resource's name under the Resource column to open the Labor Information screen, displaying the selected labor resource's information.

Transfer a labor resource to a different organization

From the Labor Information screen, select an organization from the Organization drop-down list. The message displays, "Transfer this person to another organization?".
Click Yes then click the Save button to open the Transfer Labor Resource screen. If the transferred labor resource does not have risk attribute, user-defined information, and card assignment and history, clicking the Save button will not open the Transfer Labor Resource screen.
From the Transfer Labor Resource screen, click the Risk Attribute, UDFs, and/or Card Assignment and History checkboxes to transfer the selected items with the labor resource. The disabled checkboxes indicate that transferring labor resource does not have the information for the transferring process.
Click Submit to return to the Labor Information screen and the selected labor resource is transferred to the selected organization.

Related Topic

Available Resources