Perform A Global Transfer
Navigation: Home>My Client Groups>Show More from the Quick Actions>Local and Global Transfer>Search Person>Update Information>Submit
From the home screen, click My Client Groups
Next, click Show More
Scroll down and under Employment, click Local and Global Transfer. As a note, we can search Local and Global Transfer by clicking Ctrl F
Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name
From the Local and Global Transfer screen, select the information we want to manage. We recommend selecting all the boxes unless the information included in the box is optional and not required to be entered by our team. Click Continue
Enter the information in the When and Why section. Ensure we have selected the correct New Legal Employer for this Global Transfer then, click Continue
Follow this same process and complete the information in each section. The information needed in each section will depend on our configurations. Once we have added the information in the sections below, click Submit. The local and global transfer for this employee has been submitted.
