Guidance

Step by step for a successful transfer: guidance for employees

Updated 7 October 2024

This page gives an overview of the steps you need to take to transfer between departments.

Step 1: You accept a provisional job offer in a new department

You should follow the instructions in the emailed job offer.

Step 2: Complete Part A-1 of the staff transfer form

Your new department will need the information from Part A-1 of the staff transfer form to help:

• identify a need for Baseline Personnel Security Standard (BPSS)
• identify National Security Vetting (NSV) status
• start BPSS if needed
• start the transfer of your security clearance

Your security clearance will be transferable unless there is a risk flag or an issue with the transfer.

Not all departments need you to complete every section. Your new department will tell you if there are any sections they do not need. Check with them if you have any questions.

If you hold a National Security Vetting (NSV) clearance level or you need one for your new role, this is part of your transfer.

Example 1: I do not have a valid NSV. My role does not need NSV. If you do not hold NSV Clearance level you should complete Part A-1, sections 1-3 of the staff transfer form.

Example 2: My role needs valid NSV but I do not have it, or the level needed for the role. You should complete Part A-1, sections 1-4 of the staff transfer form.

Example 3: I have a valid NSV clearance level for at least 3 months. You should complete Part A-1, sections 1-4 of the staff transfer form. Follow the instructions contained in your job offer.

Example 4: I do not know if I have a valid NSV clearance level. If you need a valid NSV clearance level for your new role, you will need to find out if you have it. Check your departmental intranet to find details of your security cluster/team. Once you have found out about your NSV clearance level, you should complete Part A-1 of the staff transfer form.

Follow the instructions contained in your job offer. To avoid delays, you should contact the vacancy holder if you have any questions.

Step 3: Share your salary information with your new department and submit Part A-1

You should send Part A-1 and your two most recent payslips to your vacancy holder unless your new department has instructed otherwise. Payslips are provided so your new salary can be calculated and confirmed.

Step 4: Your new department does Baseline Personnel Security Standard (BPSS) checks

Your new department will contact you to progress your BPSS checks, including your:

• identity
• right to work in the UK
• right to work in the Civil Service
• criminal record (unspent convictions only)

Some departments do this at interview, but they will not repeat the checks at this stage.

Step 5: Your start date is agreed

Once your checks are complete, agree a start date with your current and new managers.

It is strongly advised to agree a start date on the first of the month. Otherwise, this will have an effect on your pay. The most common examples are:

• emergency tax applied
• under or overpayment of salary

Remember to make arrangements for any outstanding annual leave or flexible working hours credit/debit

You should give your current department at least 1 calendar month notice to allow for the transfer process. Refer to your department’s policy on notice periods.

Do not resign when transferring from your old department - this will affect your pension and continuity of service.

You should always move before your new department’s payroll cut-off, even if your start date cannot be the first of the month. There is a payroll cut-off dates tab in the staff transfer form to help you find them.

If you move after your new department’s payroll cut-off date

Your new department will aim to add you to payroll as soon as possible.

If you are not on payroll in time for your next payday you can:

• arrange an emergency payment with your new Shared Services/HR team.
• wait until your next payday when your pay is backdated

If you are overpaid, any overpayments will be recovered from you, not your new department. For example, if both your current and new department pay you for the same period.

If you notice any issues with your pay, raise this immediately with your new line manager.

Workplace adjustments

Your current and new line managers should discuss and agree the transfer of existing workplace adjustments. If your new department needs to order items to meet your needs, this may take time. This should be considered when agreeing your start date.

If you are happy to, you should share your workplace adjustment passport with your new department.

Carer’s Passport

The need to re-negotiate flexibilities contained in a Carer’s Passport should be minimised when you transfer between departments.

If you are transferring on loan

Your importing line manager should produce your loan agreement when your start date is agreed. The transfer process applies to employees on a loan of more than 6 months.

Step 6: You get written confirmation of salary and start date

Following completion of pre-employment checks, you will receive written confirmation of your salary and start date. You will then be asked to complete Part A-2 of the staff transfer form.

Step 7: Complete Part A-2 of the staff transfer form

Complete Part A-2 and send it to your current manager along with Part A-1.

This is to allow your manager and HR team complete steps 8 and 9.

So the right information goes to your new department, check your details are up to date on your current HR system. For example, your contact details and that any sickness absences are right. Do this before you transfer and again in your new department and role.

Step 8: Your manager completes Part B

When complete they send it to your current Shared Services/HR team. Follow this up with your manager if they have not done this within 2 working days and copied you in.

Step 9: Your current department’s Shared Services/HR team complete Part C

They then send the complete form to your new department’s Shared Services/HR team. Follow this up with them if they have not done this within 5 working days and copied you in. Processing times can vary between departments.

Step 10: Your new line manager submits the appropriate new joiner form

For example the New Entrant Notification Form, or your new department’s equivalent.

Step 11: Your HR/payroll record is set up ready for your start date

You will be set up with a new employee number and HR record to make sure you are paid. If your pay is wrong when you start your new role raise the issue straight away. Tell your new manager and Shared Services/HR team. If you need to, escalate it to your HR Business Partner. If your pay is wrong due to an incorrect tax code, contact HMRC.

Step 12: You start your new role in the Civil Service

Congratulations on your new role. Your new line manager will make sure you have the equipment you need for your role.

When joining your new department, make sure your agreed workplace adjustments are transferred and set up. You should also check that your information is right on your new department’s HR system once you have transferred into your new department and role.

Find out more

Staff transfers: further details for employees covers the process in more detail.

Return to How to move roles across the Civil Service: guidance for employees.