What action should a System Admin take when an employee is transferring to a new department?

When an employee transfers to a new department, the most appropriate action for the System Administrator is to remove the employee from their current department's group and add them to the new one. This action ensures that the employee has the correct access and permissions relevant to their new role, which is essential for maintaining security and organization within Smartsheet.

By removing them from the current group's membership, you prevent access to resources and information that are no longer pertinent to their new position. Simultaneously, adding them to the new department's group grants them access to the resources and collaborations required for their responsibilities in the new department. This process helps streamline transitions and minimizes the risk of unauthorized access or confusion regarding access permissions.

In contrast, simply removing the employee from all groups without adding them to the new department’s group could leave them without any necessary access, hindering their ability to perform their new job functions. Transferring ownership of all groups to the current manager may not be effective or necessary, as the groups relevant to the employee's former position may not pertain to their new role. Generating a Group Sheet Access Report could be useful for tracking access information, but it does not address the immediate need to update the employee's group membership based on their transition.