How to Request an Office Transfer (To Move to Your Dream Location)

Are you itching to try a new role and move to a new location? 

A new role could give you a unique skill set, or, provide a change of scenery. 

Whatever the case, any change takes a lot of careful planning. 

Even if you transfer into a lateral position, moving gives you the chance to learn and grow. It’s no wonder you’re anxious to make a change!

And, if you have family waiting, that’s all the more reason to set the plan in motion. 

Here are five things to keep in mind as you request to transfer within your company. 

1. Do Your Homework 

Before approaching your boss about transferring, first know what the transfer policy is. 

Find out if you need to be in your current position for a certain length of time before requesting to transfer. You can go to the human resources department to inquire about what the process is. You may find that you have to go through an interview process before transferring.

Every company has a different way of doing things, which is why you should go to HR before talking to your manager. 

You may not need to involve your boss when applying to transfer. If HR recommends you speak to your boss, do that. But generally speaking, before going to your boss and telling him, find out all the details. 

The last thing you want to do is alarm your boss. If you stay in your current position, you don’t want them wondering when you’re going to up and leave. 

You should go to your employer with a thorough plan. 

2. Focus on Networking

Before requesting an office transfer, you should focus on networking within your company.

Even if you end up transferring to a different city, you can still learn how things work in the new place. 

Make a point to introduce yourself to a senior person. The idea is to get to know more about the department and work expectations. 

The more you know about how they do things and how to strengthen your skills, the better. 

The managers in the department may not know anyone at the office in your dream location. Even so, networking with them can help you gain perspective on how things would be in your new role.  And, the people you network with will likely know of job openings within the company. 

Later, if you get the job and transfer, you can stay in touch. It’ll be fun to converse about your new role and how things are going.

3. Update Your Resume

If you’d like to transfer and know what type of positions are available, update your resume. 

Look over the job description and list which skills you have on your resume. 

Chances are, if you’ve worked with your company for a while, you have excellent experience and new skills. Even if you’re applying to work in a different department, point out which skills align with the new role. 

Your resume should highlight why you’d be an excellent fit for the new job. 

You may not have all the requested skills. That’s okay, but come up with a strategy on how to get the skills you need.

Include on your resume any continuing education you are participating in. Your chances of getting accepted will improve.

4. Arrange a Time to Meet 

When you’ve reached a point where you need to involve your boss, arrange a time to meet.

During the meeting, you can either ask them how to transfer or let them know you’re already transferring. Again, it all depends on the hiring process within your company. 

Don’t spring your news on them during one of your regular meetings. It’s better to arrange a separate time to meet. 

If you don’t come up with a separate time to meet, your news could come at a bad time. Other issues might be more pressing, and in the process, your news could get glossed over. 

A separate meeting will allow you to focus on the impending change and how to proceed from there.

5. Train the Person Who Takes Over Your Role 

Even though you’re not quitting, you’re still leaving your boss.

Moving on to a different office means your boss will have to find a replacement for you. 

To stay on good terms with your boss, offer to train your replacement. You should give your boss plenty of notice of your transfer. That way you’ll have enough time to train the new employee. 

You changing departments may mean you will have to work extra hours to train someone. Even so, do it if you have to. 

There’s nothing wrong with transferring. Still, it’s in your best interest to be courteous to everyone in your department. 

And, by taking the time to train your replacement, it’ll show that you care about the company no matter the location.

Transferring to a new location has many perks. A change of scenery and a new adventure is about to unfold! 

These tips should help guide you as you communicate with your boss about an office transfer. 

As a reminder, before going to your boss, figure out which steps to take. 

With a strategy in place, you’ll be invincible. And, the new department will be excited that you’re joining their team. Moving forward in the company brings about exciting change!


Bobbie Peterson is the regional manager for Affinity 56 and has over 12 years of experience in multifamily. She is so excited to see this community thrive!