For Group Admins: Moving Employees Between Organisations

Use the interactive walkthrough above, or follow these steps:

1. Navigate to the Organisation drop-down to display the available organisation options

2. Select which organisation you wish to move the user from.

3. Select the Employees option from the left-hand menu. This will display the users who currently sit within your chosen organisation.

4. Select the user you wish to move to a different organisation, by clicking the associated radio button. Multiple users can be selected and moved if required.

5. Once selected, the option to initiate the move is displayed via the Move employees button.
6. Click the Move employees button to display a pop-up including a drop-down menu of the available organisations
7. Select the organisation you wish to move the user to. The user can also be placed directly into a chosen Team / Department if required.
8. The user's testing report and any skill assessments will move with them. If you wish to ensure the user's skill journal notes and development plan goals move too, enable the keep notes option.
9. Click Confirm move to action the user move.
10. Return to the Organisation drop-down and select the organisation the user has moved into, to confirm the move has been successful
11. The user will appear in the chosen organisation and your move is complete.