Employee Transfer help file both manual & bulk

1. OVERVIEW

Moving employees from one client to another, from one entity to another, and from one location to another is an ongoing procedure within the realm of Staffing. The transfer process involves issuing a transfer letter along with the respective employee staffing dates starting from the day of transfer.

In application, we have two methods to perform the transfer process

1. Manual transfer method for each employee.

2. Bulk Employee Transfer.

• 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.

• Bulk Transfer Method:

• Filter the employees which is required to transfer. In the bulk transfer, we can only transfer selected employees to the same client, location & staffing start date.

• Select all filtered employees in bulk and click on the available transfer option in the extension drop-down. Update the transfer details and save the details. Once transfer updated employee are available in respective transferred client. 

Note:

• If the updated start date is already payroll has been processed, the Application will not allow to transfer and will show error message.

• Transfer Start date not within the payroll processed date.

• If Any E&D details has been updated with pending status, Application will not allow to transfer the employee.