HOW TO: Submit an Employee Department Transfer
Important Notes
This ticket type should only be used for submitting an Employee Department Transfer request. Use this ticket type when transferring an employee from one client / department to another.
Examples: Jane Jones is moving from Talbot's to Torrid. This change will take effect on Monday, June 5, 2023.
Please submit at least 1 week in advance as these changes generally require a bit more work than other ticket types. As is the case for most WFM related tickets, it is best if the effective date is a Monday so the employee can have a full week's schedule on a new client.
Notifying WFM does not mean that the employee will be granted access to the new clients' systems by default. Please follow the proper procedure with the IT team.
Process
1. Fill in all required fields. In this case, the required fields are:
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Employee Focus ID: found in their Focus profile
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Employee Name: you know this one :)
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Effective Date: the date the transfer is set to take place. As illustrated in the example above, this would be June 5, 2023 for Jane Jones.
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Original Client / Department: use the 3 letter client code that the employee is leaving from (departing client). Example: Jane Jones is leaving Talbot's.
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New Client / Department: use the 3 letter client code that the employee is going to (receiving client). Example: Jane Jones is going to Torrid.
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Additional Details / Schedule Accommodations: should be used for providing any additional details.
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Good examples of additional details / Schedule Accommodations
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Additional details: {Agent name} will be going from a Customer Service Representative in Talbot's to a Tier 2 agent in Torrid.
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Schedule Accommodation: {Agent’s Name} has a conflict on Monday - Friday from 6 PM to 9 PM. They need to work a 9:00 to 17:30 shift if scheduled on those days. Exact reason for schedule accommodation is not needed!
2. If all necessary details are provided, WFM will make the appropriate changes.