Internal Transfer Request Form
This internal transfer request form streamlines the employee mobility process. It captures the employee's current role details, desired position information, career motivations, and relevant qualifications. The form includes self-assessment of skills, salary expectations, and timeline preferences. Conditional logic adapts questions based on the transfer type (lateral, promotion, or department change). Perfect for HR departments managing internal talent mobility and career development programs.
Try the Form
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
export function internalTransferForm(form: FormTs) {
// Internal Transfer Request Form - Employee Mobility
// Demonstrates: Textbox, Dropdown, MatrixQuestion, StarRating, Slider, EmojiRating, dynamic labels
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Internal Transfer Request',
computedValue: () => 'Apply for a new role or department within the organization.',
customStyles: {
backgroundColor: '#4f46e5',
color: 'white',
padding: '24px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// SECTION 1: Current Position
// ============================================
const currentSection = form.addSubform('current', {
title: 'Current Position'
});
currentSection.addRow(row => {
row.addTextbox('employeeName', {
label: 'Your Full Name',
placeholder: 'Enter your name',
isRequired: true
}, '1fr');
row.addTextbox('employeeId', {
label: 'Employee ID',
placeholder: 'e.g., EMP-12345',
isRequired: true
}, '1fr');
});
currentSection.addRow(row => {
row.addTextbox('currentTitle', {
label: 'Current Job Title',
placeholder: 'Your current role',
isRequired: true
}, '1fr');
row.addDropdown('currentDepartment', {
label: 'Current Department',
options: [
{ id: 'engineering', name: 'Engineering' },
{ id: 'product', name: 'Product' },
{ id: 'design', name: 'Design' },
{ id: 'marketing', name: 'Marketing' },
{ id: 'sales', name: 'Sales' },
{ id: 'customer-success', name: 'Customer Success' },
{ id: 'hr', name: 'Human Resources' },
{ id: 'finance', name: 'Finance' },
{ id: 'operations', name: 'Operations' },
{ id: 'legal', name: 'Legal' },
{ id: 'it', name: 'IT' },
{ id: 'other', name: 'Other' }
],
isRequired: true
}, '1fr');
});
currentSection.addRow(row => {
row.addTextbox('currentManager', {
label: 'Current Manager Name',
placeholder: 'Your direct supervisor'
}, '1fr');
row.addInteger('tenureMonths', {
label: 'Months in Current Role',
min: 0,
max: 240,
placeholder: 'e.g., 18',
isRequired: true
}, '1fr');
});
// ============================================
// SECTION 2: Desired Position
// ============================================
const desiredSection = form.addSubform('desired', {
title: 'Desired Position'
});
desiredSection.addRow(row => {
row.addTextbox('targetTitle', {
label: 'Target Job Title/Position',
placeholder: 'Position you are applying for',
isRequired: true
}, '1fr');
row.addDropdown('targetDepartment', {
label: 'Target Department',
options: [
{ id: 'engineering', name: 'Engineering' },
{ id: 'product', name: 'Product' },
{ id: 'design', name: 'Design' },
{ id: 'marketing', name: 'Marketing' },
{ id: 'sales', name: 'Sales' },
{ id: 'customer-success', name: 'Customer Success' },
{ id: 'hr', name: 'Human Resources' },
{ id: 'finance', name: 'Finance' },
{ id: 'operations', name: 'Operations' },
{ id: 'legal', name: 'Legal' },
{ id: 'it', name: 'IT' },
{ id: 'other', name: 'Other' }
],
isRequired: true
}, '1fr');
});
desiredSection.addRow(row => {
row.addRadioButton('transferType', {
label: 'Type of Transfer',
options: [
{ id: 'lateral', name: 'Lateral Move (same level)' },
{ id: 'promotion', name: 'Promotion (higher level)' },
{ id: 'exploration', name: 'Career Exploration (different function)' }
],
orientation: 'horizontal',
isRequired: true
});
});
desiredSection.addRow(row => {
row.addTextbox('jobPostingId', {
label: 'Job Posting ID (if applicable)',
placeholder: 'e.g., JOB-2024-001'
}, '1fr');
row.addDatepicker('availableDate', {
label: 'Earliest Available Start Date',
minDate: () => new Date().toISOString().split('T')[0],
isRequired: true
}, '1fr');
});
// ============================================
// SECTION 3: Motivation
// ============================================
const motivationSection = form.addSubform('motivation', {
title: 'Motivation & Fit'
});
motivationSection.addRow(row => {
row.addEmojiRating('excitementLevel', {
label: 'How excited are you about this opportunity?',
preset: 'mood',
size: 'lg',
showLabels: true,
alignment: 'center'
});
});
motivationSection.addRow(row => {
row.addCheckboxList('transferReasons', {
label: 'Primary reasons for seeking this transfer:',
options: [
{ id: 'growth', name: 'Career growth opportunity' },
{ id: 'skills', name: 'Better use of my skills' },
{ id: 'learning', name: 'Learn new skills' },
{ id: 'challenge', name: 'Seeking new challenges' },
{ id: 'team', name: 'Work with specific team/leader' },
{ id: 'location', name: 'Location/schedule preferences' },
{ id: 'impact', name: 'Greater business impact' },
{ id: 'passion', name: 'Align with personal passion' }
],
orientation: 'vertical',
max: 3
});
});
motivationSection.addSpacer({ height: '16px' });
motivationSection.addRow(row => {
row.addTextarea('motivationStatement', {
label: () => {
const transferType = desiredSection.radioButton('transferType')?.value();
if (transferType === 'promotion') return 'Why are you ready for this promotion?';
if (transferType === 'exploration') return 'What draws you to this new career direction?';
return 'Why are you interested in this position?';
},
placeholder: 'Explain your motivation and what you hope to achieve...',
rows: 4,
isRequired: true
});
});
// ============================================
// SECTION 4: Skills Self-Assessment
// ============================================
const skillsSection = form.addSubform('skills', {
title: 'Skills Self-Assessment'
});
skillsSection.addRow(row => {
row.addMatrixQuestion('skillsMatrix', {
label: 'Rate your proficiency in these areas:',
rows: [
{ id: 'technical', label: 'Technical/Functional Skills', isRequired: true },
{ id: 'communication', label: 'Communication Skills', isRequired: true },
{ id: 'leadership', label: 'Leadership/Management', isRequired: true },
{ id: 'problem-solving', label: 'Problem Solving', isRequired: true },
{ id: 'collaboration', label: 'Team Collaboration', isRequired: true },
{ id: 'adaptability', label: 'Adaptability/Learning', isRequired: true }
],
columns: [
{ id: 'beginner', label: 'Beginner' },
{ id: 'intermediate', label: 'Intermediate' },
{ id: 'advanced', label: 'Advanced' },
{ id: 'expert', label: 'Expert' }
],
fullWidth: true,
striped: true
});
});
skillsSection.addSpacer({ height: '16px' });
skillsSection.addRow(row => {
row.addTextarea('relevantExperience', {
label: 'Describe relevant experience and qualifications for this role:',
placeholder: 'Include specific achievements, projects, certifications...',
rows: 4,
isRequired: true
});
});
// ============================================
// SECTION 5: Current Role Satisfaction
// ============================================
const satisfactionSection = form.addSubform('satisfaction', {
title: 'Current Role Feedback',
customStyles: () => {
const satisfaction = satisfactionSection.ratingScale('currentSatisfaction')?.value();
if (satisfaction && satisfaction >= 4) return { backgroundColor: '#d1fae5', padding: '16px', borderRadius: '8px' };
if (satisfaction && satisfaction <= 2) return { backgroundColor: '#fee2e2', padding: '16px', borderRadius: '8px' };
return { padding: '16px', borderRadius: '8px', border: '1px solid #e5e7eb' };
}
});
satisfactionSection.addRow(row => {
row.addRatingScale('currentSatisfaction', {
label: 'Overall satisfaction with your current role',
preset: 'satisfaction',
size: 'md',
alignment: 'center'
});
});
satisfactionSection.addRow(row => {
row.addTextarea('currentRoleFeedback', {
label: () => {
const satisfaction = satisfactionSection.ratingScale('currentSatisfaction')?.value();
if (satisfaction && satisfaction <= 2) return 'What challenges are you experiencing in your current role?';
if (satisfaction && satisfaction >= 4) return 'What do you enjoy most about your current role?';
return 'Share any feedback about your current role:';
},
placeholder: 'Your feedback...',
rows: 2,
isVisible: () => satisfactionSection.ratingScale('currentSatisfaction')?.value() !== null
});
});
// ============================================
// SECTION 6: Logistics & Expectations
// ============================================
const logisticsSection = form.addSubform('logistics', {
title: 'Logistics & Expectations'
});
logisticsSection.addRow(row => {
row.addRadioButton('salaryExpectation', {
label: 'Salary Expectations',
options: [
{ id: 'same', name: 'Maintain current salary' },
{ id: 'increase', name: 'Expecting an increase' },
{ id: 'flexible', name: 'Flexible based on role' },
{ id: 'discuss', name: 'Prefer to discuss' }
],
orientation: 'vertical'
});
});
logisticsSection.addRow(row => {
row.addSlider('salaryFlexibility', {
label: 'If seeking an increase, what range are you flexible within?',
min: 0,
max: 30,
step: 5,
unit: '%',
showValue: true,
defaultValue: 10,
isVisible: () => logisticsSection.radioButton('salaryExpectation')?.value() === 'increase'
});
});
logisticsSection.addRow(row => {
row.addRadioButton('managerAwareness', {
label: 'Is your current manager aware of this application?',
options: [
{ id: 'yes', name: 'Yes, they are aware and supportive' },
{ id: 'informed', name: 'Yes, they know I am exploring' },
{ id: 'no', name: 'No, please keep confidential initially' }
],
orientation: 'vertical',
isRequired: true
});
});
// ============================================
// SECTION 7: Request Summary
// ============================================
const summarySection = form.addSubform('summary', {
title: 'Transfer Request Summary',
isVisible: () =>
!!currentSection.textbox('employeeName')?.value() &&
!!desiredSection.textbox('targetTitle')?.value()
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const name = currentSection.textbox('employeeName')?.value() || '';
const currentTitle = currentSection.textbox('currentTitle')?.value();
const currentDept = currentSection.dropdown('currentDepartment')?.value();
const targetTitle = desiredSection.textbox('targetTitle')?.value();
const targetDept = desiredSection.dropdown('targetDepartment')?.value();
const transferType = desiredSection.radioButton('transferType')?.value();
const excitement = motivationSection.emojiRating('excitementLevel')?.value();
const availableDate = desiredSection.datepicker('availableDate')?.value();
if (!name || !targetTitle) return '';
const transferLabels: Record<string, string> = {
'lateral': 'Lateral Move',
'promotion': 'Promotion',
'exploration': 'Career Exploration'
};
const excitementEmojis: Record<string, string> = {
'sad': '😢', 'down': '😔', 'neutral': '😐', 'happy': '😊', 'excited': '🤩'
};
let summary = '📋 Transfer Request Summary\n';
summary += '═'.repeat(32) + '\n\n';
summary += `👤 Employee: ${name}\n`;
if (currentTitle && currentDept) {
summary += `📍 Current: ${currentTitle} (${currentDept})\n`;
}
if (targetTitle && targetDept) {
summary += `🎯 Target: ${targetTitle} (${targetDept})\n`;
}
if (transferType) {
summary += `📊 Type: ${transferLabels[transferType] || transferType}\n`;
}
if (availableDate) {
summary += `📅 Available: ${new Date(availableDate).toLocaleDateString()}\n`;
}
if (excitement) {
summary += `\n${excitementEmojis[excitement] || '😊'} Excitement Level: ${excitement}`;
}
return summary;
},
customStyles: () => {
const transferType = desiredSection.radioButton('transferType')?.value();
const baseStyles = {
padding: '16px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '14px'
};
if (transferType === 'promotion') return { ...baseStyles, backgroundColor: '#dbeafe', borderLeft: '4px solid #3b82f6' };
if (transferType === 'exploration') return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
return { ...baseStyles, backgroundColor: '#f3f4f6', borderLeft: '4px solid #6b7280' };
}
});
});
// Final confirmation
summarySection.addSpacer({ height: '16px' });
summarySection.addRow(row => {
row.addCheckbox('acknowledgment', {
label: 'I confirm that the information provided is accurate and I understand the transfer process',
isRequired: true
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Transfer Request',
isVisible: () => summarySection.checkbox('acknowledgment')?.value() === true
});
form.configureCompletionScreen({
type: 'text',
title: 'Transfer Request Submitted',
message: 'Your internal transfer request has been submitted successfully. HR will review your application and you will receive an update within 5-7 business days. Good luck with your career move!'
});
}
Frequently Asked Questions
Who should use this form?
Any employee interested in applying for an open internal position or requesting a transfer to a different department/role. The form is typically available on the company intranet or HR portal alongside internal job postings.
Does my current manager see this request?
This depends on your company policy. Some organizations require current manager awareness before transfer requests are processed, while others allow confidential applications. Customize the form to match your notification policies.
What happens after I submit?
The request goes to HR and/or the hiring manager for the target position. They review qualifications, potentially schedule interviews, and coordinate with your current department on timing. You'll receive status updates through your HR system.
Can I apply for multiple positions?
Yes, employees can typically submit separate transfer requests for different positions. However, check your company's policy on simultaneous applications and be prepared to prioritize if offered multiple opportunities.
How do transfers affect my salary?
Lateral transfers typically maintain current salary. Promotions often come with salary increases. The form includes a section for salary expectations and flexibility, which helps HR understand your requirements during the process.