How to move people to another department? – OnePassport

Moving individually:

Should you wish to move a staff from one unit or department to another you can do it in the system.

Step 1: In the Asset list, go to the asset you wish to move. Simply click the Profile View icon.

Step 2: On the Profile view, you will see the current asset type to which the individual belongs to. And on the right side, click the blue arrow (when hovered on says “Move”).

Step 3: To choose a department, simply click on the dropdown menu and make your selection.

Click on Save.

You can check the new department from the Profile page itself. The new department will appear like below.

Note: Should you wish to move a number of people, you can do this in Onboarding Section. Prepare an excel sheet with email and Asset type information. Upload this thru Onboarding Bulk Upload.

Here is a video on how to do the process.