Using filters

Each column on the Organization page has a corresponding filter. Display filters by selecting Show Section - Filters:

Screenshot: Selecting Filters on the Organization home page

The Filters section expands:

Screenshot: The Filters section expanded on the Organization home page

Enter the values you want to use to select a subset of Team Members to display, then select Apply Filters.

For example, as the HR Manager for all UK based HR departments, filtering on HR Department with the value UK (Head Office):

Annotated screenshot: Filtered records on the Organization home page

When you have a display including the Team Members you want to transfer, select the Team Member(s) you want to transfer:

Screenshot: Team Members selected for a transfer on the Organization home page

Select Transfer. Sage People opens the Transfer wizard.