HR may edit a scheduled transfer for an employee if required. Please refer the articles below to find out more:

 

There are 2 ways on how you may edit a scheduled transfer:

 

1. Edit a Scheduled Transfer from Employee Profile.
2. Edit a Scheduled Transfer from Transfer Summary.

 

1) Edit a Scheduled Transfer from Employee Profile.

 

Step 1: Navigate to Employees > Employee Activity > Search Employee's Name > View Transfer Summary.

 

 

 

Step 2: Click on the column of which information you want to edit and Click on Save Changes once done. (Please be noted that only the Entitlement Period and Entitlement can be edited. Last Day of Coverage can't be edited. In a case where HR wants to edit the Last Day of Coverage, please click on Undo Transfer to redo the transfer exercise)

 

 

A confirmation message will appear to indicate the changes have been updated!

 

 

2) Edit a Scheduled Transfer from Transfer Summary

 

Step 1: Employees > Employee Activity > Upcoming Employee Account Activity > Search for the employee's name you wish to edit the transfer.

 

 

Step 2: Click on the column of which information you want to edit and Click on Save Changes once done. (Please be noted that only the Entitlement Period and Entitlement can be edited. Last Day of Coverage can't be edited. In a case where HR wants to edit the Last Day of Coverage, please click on Undo Transfer to redo the transfer exercise)

 

 

A confirmation message will appear to indicate the changes have been updated!