Cherwell HRSM Employee Transfer Process

After an Employee Transfer HR Case is submitted, the HR Case Agent reviews the Case and selects the Start Transfer button. The IT Tickets with Tasks and the HR Tasks are created in parallel.

To access the Employee Transfer process:

  1. Open a new HR Case.
  2. For the Category, select Employee Lifecycle.
  3. For the Subcategory, select Employee Transfer.
  4. For the Case Service, select Initiate Transfer.

Employee Transfer Tasks include:

  • Update Workday
  • Complete access
  • Complete training