Move someone between team budgets

During a budget run, when you move a person, contractor or vacancy into a team that has its own budget, that team's manager has to accept them. That way nobody's cost appears in one budget and disappears from another without anyone noticing.

This only happens inside a budget run. Moving people in live data or an ordinary scenario doesn't need anyone to accept.

Move someone out of your team

1. In your team's budget (My budget → Edit my budget), find the person, contractor or vacancy.
2. Select Change team on their row and pick the team.
3. Choose the Type of change — Move entirely to the target team or Split time with the target team — the Date of change and the Full-time equivalent (FTE).
4. Select Confirm Movement.

The move shows under Outgoing transfers on your budget, and the other team's manager gets an Inbox task and an email asking them to accept. If that team has no budget of its own in the run, the person who started the run decides.

You can't submit your budget until they've accepted or declined.

Accept or decline someone moving in

1. Open the Inbox task Accept transfer of … into …?, or find the row under Incoming transfers on your budget.
2. To accept, select Accept, then Accept again.
3. To decline, select Decline, write why, and confirm.

Accepting brings their cost and headcount into your budget from the date of the move. Declining undoes the move in the other team's budget and sends that manager your comment. Both managers are told the outcome.

Cancel a move you made

1. Under Outgoing transfers, select Cancel transfer.
2. Select Cancel transfer again to confirm.

The move is undone, and the other manager can no longer accept it.

What happens to pay

• Pay changes dated on or after the move go with the person. Earlier ones stay with the team they came from.
• If their pay was changed before the move date, the receiving team's budget starts from that pay. If it changes again later, the receiving manager is told.
• A vacancy's salary range moves with it.

Settle moves before the budget is accepted

Moves still waiting when the budget is accepted or closed are closed without a decision. Ask managers to accept or decline every move before you accept the budget.

If something's not right

"A pending transfer already exists for … in this budget request …" Cancel the first move, then move them again.

"…'s budget is locked … — reopen it before accepting this transfer." Your team's budget has already been submitted or approved. Ask your approver to send it back first.

You can't accept or decline a move. Only the receiving team's manager, its approver, or the person who started the run can.