Employee Transfer

Employee Transfer

Internal mobility takes the form of an employee transfer, in which the employee is moved from one position to another, typically at a different site, division, or unit.

With the Employee Transfer document, you may record employee transfers to various companies or departments in ERPNext.

Go to: to access Employee Transfer.

Human Resource > Employee Lifecycle > Employee Transfer

1. Prerequisites

Employee
Department

2. How to create a Employee Transfer

1.Decide on the Employee.

2.Decide on a Transfer Date.

3.In the event that the employee is transferred to a different company, choose the New Company (optional).

4.Set the Current and New values for the Property in the Employee Transfer Information table.

5.Moreover, a new Employee ID can be created for the moved Employee by checking the "Create New Employee" checkbox.

Note: If the box next to Generate New Employee ID is ticked, the old employee will be designated as relieved and a new employee will be created with the property modifications in the Transfer Details table. It is necessary to manually create the new Employee's leave allocations from the leave period.

employee transfer

Reminder: Transfer documents may be filed before to or following the transfer date. After submission, Employee will be updated with all modifications made to the Transfer Details table.