ChecklistGuro Internal Job Posting and Transfer Process
Streamline your talent mobility with our comprehensive Internal Job Posting and Transfer Process workflow. Designed for Human Resources Management, this structured guide optimizes employee retention and career progression by providing a transparent, step-by-step framework for managing internal vacancies, facilitating seamless departmental transfers, and empowering your workforce to grow within the organization.
Start
Start of the Workflow/Process.
1. Fetch Active Job Openings
Retrieve all job postings from the Job Postings data model that are currently marked as 'Open'.
2. Fetch Candidate Employee Records
Retrieve employee data for the applicant to verify eligibility (e.g., tenure, department).
3. Notify Hiring Manager
Create a task for the Department Manager to review the internal application.
4. HR Screening Task
Create a task for the HR Specialist to conduct the initial documentation review.
5. Eligibility Verification Checklist
A checklist within the HR task to verify minimum tenure, performance rating, and disciplinary record.
6. Update Application Status
Update the status of the specific Application entry to 'Under Review', 'Interviewing', or 'Closed'.
7. Candidate Notification
Send an automated email to the employee informing them of their application status update.
8. Interview Scheduling
Create a task for the Recruiting Coordinator to schedule interviews between the manager and the candidate.
9. Calculate Probation Period End Date
Calculate the new probation end date based on the Transfer Date + 90 days.
10. Create Transfer Record
Create a new entry in the 'Employee Transfers' data model once the transfer is approved.
11. Update Employee Profile
Update the 'Department' and 'Manager' fields in the Employee data model to reflect the new position.
12. Count Open Internal Roles
Aggregate the number of open positions to provide a summary for the monthly HR report.
13. Notify Current Manager
Send an email to the employee's current manager regarding the approved transfer.
14. IT & Asset Update Task
Create a task for IT to update system permissions and software access for the new role.
15. Monthly Internal Mobility Report
Generate a report summarizing all successful internal transfers and time-to-fill for internal roles.
End
End of the Workflow/Process.
Start of the Workflow/Process.
Retrieve all job postings from the Job Postings data model that are currently marked as 'Open'.
Retrieve employee data for the applicant to verify eligibility (e.g., tenure, department).
Create a task for the Department Manager to review the internal application.
Create a task for the HR Specialist to conduct the initial documentation review.
A checklist within the HR task to verify minimum tenure, performance rating, and disciplinary record.
Update the status of the specific Application entry to 'Under Review', 'Interviewing', or 'Closed'.
Send an automated email to the employee informing them of their application status update.
Create a task for the Recruiting Coordinator to schedule interviews between the manager and the candidate.
Calculate the new probation end date based on the Transfer Date + 90 days.
Create a new entry in the 'Employee Transfers' data model once the transfer is approved.
Update the 'Department' and 'Manager' fields in the Employee data model to reflect the new position.
Aggregate the number of open positions to provide a summary for the monthly HR report.
Send an email to the employee's current manager regarding the approved transfer.
Create a task for IT to update system permissions and software access for the new role.
Generate a report summarizing all successful internal transfers and time-to-fill for internal roles.
End of the Workflow/Process.
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