Move Employees from One Organization Unit to Another

Employees can belong to only one organization unit. Employees are no longer a member of the first organization unit after you move them from one organization unit to another.

  1. Go to the PureSafety tab > People.
  2. Expand the organization hierarchy folder and select an organization unit.
  3. In the list of employees that belong to this unit, click the employee you want to move. Drag and drop the employee into the second organization unit where you want her to display. To drag and drop, click the employee's name, continue pressing on the mouse, and move the employee to the new folder. Release the mouse.
  4. If the employee has assignments with a status of In-Progress, Overdue, or Not Started, that were received through the organization unit from which you are removing the person, the system displays the Process Pending Assignments message and lets you to choose how you want to handle those assignments:
    Process Pending assignments message box
Selecting the option on the Basic tab on the Process Pending Assignments message box will apply the same action to all associated training assignments. Click the Advanced tab to see the individual assignments and apply a different action to one or more of the assignments.
  • You can keep these training assignments.
    Note: Since the newly-assigned organization unit does not have the training set assigned, using the Keep option will assign the training directly to the trainee rather than due to being a member of the new organization unit.
  • You can excuse or complete these assignments. If you select this option, the system allows you to excuse or complete all assignments at once or to make a decision about each one individually. You can select the Send Notifications check box to send the employee an email notification about these changes.

The employee does not display in the first unit and displays only in the second unit after you move the employee from one organization unit to another.

The message box displays any time an administrator moves a trainee from an organization unit that is assigned a training set to a new organization unit without that same training assignment.