›Why internal mobility without a workflow stalls careers and frustrates talent
Internal mobility processes take 3+ months — top talent leaves first. A manager proposes a move in a hallway conversation, HR validates by email, the transition plan is a whiteboard sketch, and the amendment is drafted 3 weeks late. The result: 60% of internal moves are delayed by over a month, the current manager is caught off guard, and the employee loses trust in the process — and starts looking externally.
The payroll angle is painful too: salary changes from promotions are communicated to payroll late, generating 1-2 months of underpayment and correction runs.
›Form fields captured at mobility proposal
The mobility proposal is created from a structured form with exact fields: employee_id (lookup), target_role_title (text), target_team_id (lookup), target_manager_id (lookup), target_site_code (select: PAR/LYON/MRS/TLS/Remote), effective_date (date), proposed_salary (number), proposed_grade (select: IC1-IC5/M1-M3/Dir), mobility_type (select: Promotion/Lateral-move/Geographic/Demotion), transition_required (boolean), current_manager_id (lookup, auto-filled).
›The automated internal mobility workflow
The workflow is structured as a decision tree with 2 branches (with-transition, no-transition) after Step 3, and 7 steps end-to-end. Every action is appended to the timeline_mobility audit subtable.
- Step 1 (Start — hiring manager or HR): the hiring manager or HR creates the mobility proposal with employee_id, target_role_title and effective_date; the AI copilot checks eligibility against the mobility policy (tenure >= 12 months, performance >= rating 3, no active PIP).
- Step 2 (HR validation): HR reviews the proposal and validates the role, proposed_grade and salary band; the workflow checks the headcount budget.
- Step 3 (email — notifications to stakeholders): the workflow emails the current_manager_id and target_manager_id with the proposal details; the current manager acknowledges and flags any blockers. Sub-branch A (with-transition): if transition_required is true, route to the transition-plan branch. Sub-branch B (no-transition): if transition_required is false, route directly to the pre-assignment interview.
- Step 4A (Transition plan — email): the current manager builds a transition plan with the employee (handover, knowledge transfer, last day in current role) tracked by the workflow; the workflow emails reminders for each handover item due.
- Step 4B (Pre-assignment interview — email): the workflow schedules the pre-assignment interview between the employee, current manager and HR via email; feedback is captured in the record.
- Step 5 (usePDF — amendment): the workflow drafts the employment amendment via usePDF with target_role_title, proposed_grade, proposed_salary and effective_date; HR and the legal representative validate it.
- Step 6 (Employee e-signature): the amendment is sent to the employee for eIDAS-qualified electronic signature; the workflow tracks signature status.
- Step 7 (useArchive): the signed amendment is archived encrypted via useArchive for the 50-year legal retention period, attached to the employee record, indexed by employee_id, effective_date, mobility_type.
›Concrete benefits
Organizations deploying Utilyx internal mobility cut move-to-effective-date from 3+ months to under 3 weeks, eliminate payroll underpayment on promotions via automatic email notification to payroll, and double their internal mobility rate — directly improving retention of top talent who would otherwise leave.
The AI copilot checks eligibility and drafts the amendment, the no-code visual designer lets HR adjust the mobility policy, validation chain and transition-plan template, and the eIDAS signature makes the amendment legally binding from day one.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
Frequently asked questions
Can the workflow check mobility eligibility automatically?
Yes. The copilote IA checks eligibility against the mobility policy (tenure >= 12 months, performance >= rating 3, no active PIP) when the proposal is created, so only eligible candidates progress.
Is the promotion amendment signed electronically?
Yes. The amendment is drafted via usePDF with proposed_grade and proposed_salary, sent to the employee for eIDAS-qualified electronic signature, then archived encrypted via useArchive for the 50-year legal retention period.
Does payroll get notified in time?
Yes. The workflow emails payroll of the salary change effective on the amendment date — no late email, no 1-2 months of underpayment and correction runs.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.
