Employee Transfer

The Employee Transfer feature in PrismERP streamlines the process of managing employee movements across branches, departments, and designations. It allows for the creation of new transfer entries, assignment of target roles, and updating of employment and attendance details. Relevant employees are automatically notified at each stage—creation, approval, and verification. The transfer list provides easy search and filter options, and the status of applications can be updated directly, ensuring efficient tracking and management of employee transfers.

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Add Employee Transfer

Field	Action
Basic Information
Branch	Select the branch of the employee.
Division	Select the division of the employee.
Department	Select the employee’s department.
Section	Select the section under the department.
Sub Section	Select the sub-section under the section, if applicable.
Floor	Select the floor where the employee is currently assigned.
Date Information
Letter Issue Date	Enter the date when the transfer letter is issued.
Joining Date	Enter the joining date for the new branch or department.
Release Date	Enter the release date from the current department/branch.
Department Information
Employee	Select the employee to be transferred.
Division	Select the employee’s current division.
Department	Select the current department.
Section	Select the current section.
Sub Section	Select the current sub-section.
Floor	Select the current floor or team location.
New Branch	Select the branch where the employee will be transferred.
Target Emp. Group	Define the target group for the transfer.
Target Division	Select the new division.
Target Department	Select the new department.
Target Section	Select the new section.
Target Sub Section	Select the new sub-section.
Target Floor	Select the new floor or team.
Attendance Information
Target Holiday Policy	Select the holiday policy at the new branch or department.
Target Leave Policy	Select the leave policy at the new location.
Target Shift	Select the shift at the new location.
Employment Information
Employee Code	Shows the employee code.
Target Employee Type	Set the employee type for the new location.
Target Employee Code	Shows the employee code in the new location.
Target Designation	Enter the new designation.
Target Job Location	Select the new job location.
Target Payroll Schedule	Select the payroll schedule for the new location.
Target Salary Payment Unit	Select the salary payment unit at the new location.
Email Notifier Information
Notify at Creation	Select the employee to be notified when the transfer is created.
Notify at Approval	Select the employee to be notified when the transfer is approved.
Notify at Verification	Select the employee to be notified when the transfer is verified.
Employee Approver Groups
Based On	Select the approval hierarchy.
Approved By	Select the employee who approved the transfer.

Employee Transfer List – Search & Actions

Field	Action
Branch	Filter transfers by selecting a branch. Use “--All--” to view all branches.
Division	Filter transfers by selecting a division.
Department	Filter transfers by department.
Section	Filter transfers by section.
Sub Section	Filter transfers by sub-section.
Floor	Filter transfers by floor.
Employee	Filter transfers by selecting an employee.
From	Select a start date to view transfers from a specific date.
To	Select an end date to view transfers up to a specific date.
Status	View and update the status of the transfer application.
Add	Add a new employee transfer directly from the list.