Change staff location

Practice Admin

If a staff member moves to a different department or location within your Organization, it can be recorded as follows:

1. Search for, then select the required staff member.

2. Select Staff > Details from the menu, then select the Stafftab. Click Change Details.

   

3. From the Edit Staff Location Details window, select the reason for the location change from the Change Type list.

   

4. Amend the Change Date to reflect the date of the location change, then add any comments as required.

5. Select the Office, Organization, Department and Sub-Department from the lists.

   These lists will be greyed out if Promotion or Demotion have been selected from the Change Type list.

6. The Grade list is only relevant for promotion/demotion and is therefore greyed out. See Record a change of role. Click Save.

7. Any changes made are recorded in the system and can be viewed by clicking the Change History button.