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HR may undo a scheduled transfer for an employee if the employee’s transfer is no longer valid. Cancelling a scheduled transfer will enable the employee to resume their account and benefits activity in their current tier. Please refer the articles below to find out more:
There are 2 ways on how you may undo a scheduled transfer:
- Undo a Scheduled Transfer from Employee Profile.
- Undo a Scheduled Transfer from Transfer Summary.
1) Undo a Scheduled Transfer from Employee Profile.
Step 1: Navigate to Employees > Employee Activity > Search Employee's Name > View Transfer Summary.
Step 2: Click on Abort Transfer to cancel the transfer.
Step 3: Click on Abort Transfer again to confirm the transfer cancellation. By clicking Abort Transfer, the employee’s transfer details will be erased and the employee will be able to resume their account and benefits activity in their current tier.
A confirmation message will appear to indicate the transfer has been cancelled.
2) Undo a Scheduled Transfer from Transfer Summary
Step 1: Employees > Employee Activity > Upcoming Employee Account Activity > Search for the employee's name you wish to undo the transfer.
Step 2: Click on View Transfer Summary.
Step 3: Click on Abort Transfer to cancel the transfer.
Step 4: Click on Abort Transfer again to confirm the transfer cancellation. By clicking Abort Transfer, the employee’s transfer details will be erased and the employee will be able to resume their account and benefits activity in their current tier.
A confirmation message will appear to indicate the transfer has been cancelled.
