When you need to move an employee to a different department or change their office location, you can initiate an official transfer request. Please follow these instructions:
1. Access the Transfer Feature
Navigate to the Employee tab.
Click on Transfer.
2. Steps to Complete an Employee Transfer Request
Select the Transfer Type and Employee
Choose the Transfer Type: You can select from options such as Employee Request, Career Progression, Business Requirement, or Other (Optional).
Enter Employee Name: Select the employee you wish to transfer.
Once selected, the system will automatically fill in their current Position, Manager, Department, Policy, and Attendance Settings.
Salary and Probation Adjustments
Salary: If the transfer includes a salary change, enter the new amount. If there is no change, click the Skip button to bypass this section.
Set Approval and Details
Approver: Select the person responsible for authorizing this transfer.
Effective Date: Choose the date when the transfer will officially take place.
Location: Select the new office location for the employee.
Communication and Documentation
Fill in the Announcement Title, Announcement Content, Request Messages, and the updated Job Description.
Attachments: Click to upload any supporting documents (Optional).
Click Confirm to submit the request.
3. Approval and Completion
The transfer request will be sent to the designated Approver.
The approver can take action (Approve/Reject) using either the Mobile App or the Web Dashboard.
Once approved, the transfer is successfully updated in the system.
Employee Notification: The employee will automatically receive a notification once the transfer has been approved.
✅ Success: The employee's profile and organizational placement will be automatically updated on the specified effective date.