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Flag for Transfer

Indicate when a worker is ready to be moved from a job to a new assignment.

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Flag For Transfer Notes

Flagged For Transfer on Roster Board

Employee Bench

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Employee Bench


Navigation

 

 

 Click a worker's name to access their Baseball Card

Click the FlagFilled icon to flag the worker for transfer

💡 Note: The transfer flag will remain on the worker's Baseball Card until it is manually removed OR they are permanently transferred to another job from the Schedule Builder.

 

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Flag For Transfer Notes

 

 When a worker is flagged for transfer there is an opportunity to enter a transfer note

This note will be displayed when the transfer flag is hovered over

🏆  Tip: The transfer note could be the last date on their current job, the next job they should be scheduled to or who they should be replaced by. The 

 

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Flagged For Transfer on Roster Board

 Navigate to the Roster Board

Use the Date Picket to view workers Flagged For Transfer on a day to day basis

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Employee Bench

 
 Navigate to the Employee Bench
The workers that are Flagged For Transfer are displayed at the top