HR Tech · Enterprise

Entity Transfers

A Senior PM take-home for a modern core-HR platform. I designed a guided workflow for the moment an employee moves between legal entities — the hardest, most-broken transition HR teams run.

TypeTake-Home Assignment
PlatformEnterprise HR · Web
ScopeProblem Framing · Workflow Design · Prototype
IndustryHRTech · Enterprise

Moving an employee from one legal entity to another — say US Inc to UK Ltd — is operationally a termination and a new hire happening at the same time, to the same person, with none of the safety of either.

The brief was open: pick a problem inside “Employee Transitions,” decide for whom, and take it to a prototype. “Transitions” spans five distinct problem types; I scoped down to permanent entity & country transfers because it scores highest on pain, frequency, and compliance exposure for the ICP: multi-national mid-market companies (150–3,000 people, multiple entities, lean HR). The prototype below is a working exploration of the workflow I proposed.

The Problem

Most HR systems treat a transfer as two disconnected actions.

Payroll, benefits, equity, tax jurisdiction, and compliance all have to move together and in the right order — but there's no structured workflow to carry them. So teams improvise, and the same failure repeats with every transfer.

  • Email chain → spreadsheet — the “process” lives in someone's inbox and a shared sheet
  • Manual payroll update — hand-keyed across two entities, in two currencies, under a deadline
  • Wrong first payslip — the employee's welcome to the new entity is a payroll error
  • Fire drill — lapsed benefits, a compliance gap, and history at risk from a terminate-and-rehire hack

One missed handoff means the wrong tax jurisdiction, a delayed payslip, or a broken audit trail. The pain isn't one missing field — it's orchestration, timing, and continuity.

The Insight

A transfer is one event made of two mirrored flows.

Every transfer is an employee leaving one entity and joining another. Model it as two halves — an outgoing flow and an incoming flow — and the chaos becomes a sequence you can design, reuse, and audit. That reframe is the whole feature.

01 · Initiate

One structured start

Pick the employee, the source and destination entities, and the effective date. The system knows this is a transfer, not a fresh hire — so nothing starts from a blank slate.

02 · Review

Conflicts surfaced early

What can't migrate automatically — equity, benefits eligibility, jurisdiction rules — is flagged before execution, not discovered after the payslip is wrong.

03 · Execute

Two flows, one plan

The matching outgoing and incoming flows merge into a single sequenced set of tasks, with due dates anchored to the effective date.

04 · Confirm

Continuity, not a rehire

The employee's record and history carry across intact. A live status view shows every stakeholder exactly where the transfer stands.

The Experience

Build the flow once, run it on every transfer.

The prototype has two halves. First, a workflow builder: HR composes reusable flows — one direction each — and assigns them to entities, so the offboarding side and the onboarding side are defined ahead of time rather than reinvented per transfer. Second, an orchestrator: when a real transfer is initiated, the system picks the matching outgoing and incoming flows and merges them into one sequenced plan of tasks, each with an owner and a due date pinned to the effective date.

The result is a guided path through what used to be an inbox and a spreadsheet — conflicts flagged up front, tasks sequenced automatically, and a single status view that replaces the fire drill.

A transfer isn't a hire and a fire. It's one person, moving without breaking.
Core thesis — Entity Transfers
Deliverables & Outcome

From a five-way problem space to a workflow you can run.

5 → 1
Transition types mapped, then scoped to the one worth solving first
pain × frequency × compliance
4 stages
Initiate · Review · Execute · Confirm, with conflicts surfaced early
10-slide direction deck
Interactive
Workflow builder plus a live orchestrator that sequences the plan
two halves, one transfer
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