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Route Transfer Reviews
Route corrected transfer files into pending People Ops reviews
Use this Agent instantly or customize it - no programming needed
- Transfer file versionsTransfer file versions
Your current transfer file and its reviewed version show what changed.
- Prior transfer decisionPrior transfer decision
Your earlier decision shows which file version the previous reviewers considered.
- Manager rostersManager rosters
Your manager rosters show who managed the receiving team on the relevant dates.
- Transfer reviewer rulesTransfer reviewer rules
Your reviewer matrix and roster effective dates determine who must review changed terms.
Your transfer file library provides the corrected file, its reviewed version, and the old decision link.
Your manager roster tool provides manager assignments and effective dates for the receiving team.
- Manual reconciliation flagManual reconciliation flag
Your People Ops coordinator sees which file needs its earlier decision reconciled.
- Handoff holdHandoff hold
Your transfer stays on hold until a person resolves the reviewer question or decides the new review.
- Reviewer selection requestReviewer selection request
Your People Ops coordinator must choose an authorized reviewer before the transfer continues.
- Transfer change summaryTransfer change summary
Your reviewers see the changed terms, affected reviewers, and links to both file versions.
- Pending transfer reviewPending transfer review
Your coordinator gets a new review linked to the current file and canceled decision.
- Handoff holdHandoff hold
Your transfer stays on hold until a person resolves the reviewer question or decides the new review.
Your transfer review tool holds the pending review, its file and prior decision links, and the handoff hold.
This Agent waits for a corrected transfer file after review. It compares versions against the old decision and current manager roster. It prepares a linked request for your People Ops coordinator.
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Google DriveUsed as:
- Transfer file library
Google Drive provides the corrected file, its reviewed version, and the old decision link.
AirtableUsed as:
- Manager roster tool
Airtable provides manager assignments and effective dates for the receiving team.
- Transfer review tool
Airtable holds the pending review, its file and prior decision links, and the handoff hold.
monday.comUsed as:
- Manager roster tool
monday.com provides manager assignments and effective dates for the receiving team.
- Transfer review tool
monday.com holds the pending review, its file and prior decision links, and the handoff hold.
AsanaUsed as:
- Manager roster tool
Asana provides manager assignments and effective dates for the receiving team.
- Transfer review tool
Asana holds the pending review, its file and prior decision links, and the handoff hold.
ClickUpUsed as:
- Transfer review tool
ClickUp holds the pending review, its file and prior decision links, and the handoff hold.
Google ContactsUsed as:
- Transfer file library
Google Contacts provides the corrected file, its reviewed version, and the old decision link.
Microsoft Office 365Used as:
- Transfer file library
Microsoft Office 365 provides the corrected file, its reviewed version, and the old decision link.
PodioUsed as:
- Manager roster tool
Podio provides manager assignments and effective dates for the receiving team.
- Transfer review tool
Podio holds the pending review, its file and prior decision links, and the handoff hold.
PipefyUsed as:
- Transfer review tool
Pipefy holds the pending review, its file and prior decision links, and the handoff hold.
TeamworkUsed as:
- Transfer review tool
Teamwork holds the pending review, its file and prior decision links, and the handoff hold.
KintoneUsed as:
- Manager roster tool
Kintone provides manager assignments and effective dates for the receiving team.
- Transfer review tool
Kintone holds the pending review, its file and prior decision links, and the handoff hold.
Made for your industry
Route Transfer Reviews is made for businesses in these industries.
- Retail
Hold changed store team transfers until the right manager reviews them.
Show all Agents for the Retail industry - Healthcare
Route corrected care team transfers for review by the current manager.
Show all Agents for the Healthcare industry - Hospitality
Send corrected property team transfers to the manager now responsible.
Show all Agents for the Hospitality industry - Government
Keep revised staff transfers from advancing on a canceled approval.
Show all Agents for the Government industry - Education
Reopen review when a school staff transfer changes the receiving manager.
Show all Agents for the Education industry
Made for your role
Route Transfer Reviews is made for people in these roles.
- HR Coordinator
Prepare a new review when a corrected transfer changes the reviewer.
Show all Agents for the HR Coordinator role - People Operations Manager
Keep corrected transfer files pending until the right review is ready.
Show all Agents for the People Operations Manager role - Department Manager
Flag changed transfer terms before a new manager decision is due.
Show all Agents for the Department Manager role - Human Resources Business Partner
Show which manager must review the revised employee transfer.
Show all Agents for the Human Resources Business Partner role
Made for your department
Route Transfer Reviews is made for people in these departments.
- Human Resources
Identify which manager must review a corrected employee transfer.
Show all Agents for the Human Resources department
How Route Transfer Reviews works
4 steps, in order, on every run.
-
Read the corrected transfer fileRead the current and previously reviewed versions. Stop for manual reconciliation if the old decision or reviewed version is missing.
-
Check reviewer rules and rostersCompare the changed team against manager rosters and your reviewer rules. Check the roster dates you set.
-
Identify affected reviewersKeep earlier approvals only when your rules allow. Flag any unclear reviewer for your People Ops coordinator.
-
Prepare the new reviewOpen or update a pending review linked to the current file and canceled approval. Hold the handoff for a human decision.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or monday.com.
11 tools
- Connect the reviewed employee transfer file location and identify the linked earlier review or decision field.
- Enter the transfer reviewer matrix and roster effective dates, authorized People Ops coordinator names, and the status that holds handoff pending review.
- Limit access to the employee transfer file and review destination to the responsible team.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Route Transfer Reviews:
You choose the reviewer matrix, roster dates, and handoff status. Your People Ops coordinator makes the decision on the linked request.
Your file stays flagged for manual reconciliation. The Agent creates no fresh approval from missing history.
Your People Ops coordinator chooses an authorized reviewer. The transfer file stays on hold until that choice.
The Agent rereads the file and stops before writing an outdated request.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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