Manual Transfer Method:
Filter the required employee to transfer in the Employees dashboard filter option.
Click on the employee details and navigate to the Staffing details option.
Click on the staffing details and select the transfer option from the extension option available.
Click on the Transfer option and update all transfer details and save.
- Staffing Status – Transferred.
- Staffing Last Date (Maximum 7 days allowed for next staffing) – Last working day in the current client or location.
- Consider for leave carry forward from previous staffing- Available not utilized leave balances are applicable in the next staffing then enable the option.
- Staffing Start Date – The start date should be the employee's applicable DOJ date from the transfer.
Fill all * mandatory details during the transfer.
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