---
title: "Transfer a worker between offices"
url: "https://docs.4hse.com/company-offices-and-workers/transfer-a-worker"
description: "How to use the guided wizard to move a person from one office to another, and what happens to their safety position."
---

# Transfer a worker between offices

When a worker moves from one site to another within the same project, their safety position has to be brought up to date in the new office as well. 4HSE provides a wizard for it.

Start it from the worker detail toolbar: open the **Wizards** menu and select **Move**.

![Starting the transfer wizard](/_astro/move-people-1.BPUdLCPT_ZQ3UuJ.webp)

## Step 1 — Source and destination

[Section titled “Step 1 — Source and destination”](#step-1--source-and-destination)

1.  On the left, the offices the person is currently assigned to. Select one or more as the **source**.
2.  On the right, the available **destination** offices. Select exactly one, and make sure it is not among the sources.
3.  Click **Next**.

## Step 2 — Transfer information

[Section titled “Step 2 — Transfer information”](#step-2--transfer-information)

1.  Enter the **transfer date**, which becomes the start date in the destination office.
2.  Decide about **Record end dates in source offices**:

Option

Effect

**Selected**

the **transfer date minus one day** becomes the end date in the source offices, and the person is no longer assigned to them

**Not selected**

the transfer date is used only as the start date in the destination; the source assignments are left untouched

3.  Click **Next**.

## Step 3 — Confirm the links

[Section titled “Step 3 — Confirm the links”](#step-3--confirm-the-links)

A table lists the resources with **Resource code**, **Resource name**, **Status** and **Action available**.

The **Action available** column is interactive: where it says **Link** you can click it and change it to **None** if you do not want that link created. Where it already says **None**, it cannot be changed.

Review what already exists in the destination and what can be linked to the person, then click **Confirm**.

## Step 4 — Run

[Section titled “Step 4 — Run”](#step-4--run)

The operations listed in step 3 are executed, with a progress bar. Wait until it reaches 100%, then click **Finish**.

For a worked example with real data, see [Transfer a seasonal worker](/company-offices-and-workers/transfer-a-worker-example).

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