What is the process to transfer an employee across the entity?

What is the process to transfer an employee across the entity?

Based on employees’ seniority and merit, HR can transfer the employees across the entity. This process is completed in 7 to 8 steps.

Navigation:

 

        Promotion & Transfers >> Transfer >> Initiate >> Across Entity >> Proceed>> Submit.

**The hiding fields in step selection are mandatory to fill in the process of employee transfer**.

Step 1: Basic Details

Same as case-A

Step 2: Work Place Details

In this step, by clicking on actions, HR can change the work place and designation of the employee.

·        Click on change work place in the action field.

·        From the drop-down, select the entity to change.

·        Click on the functional unit to change the business unit and department of transfer.

Next, click on change designation/position in the action field. Then fill in the following fields to complete step 2.

 

Field Name

Example

Description

Choose work details

Designation

Select the work details of the promoted employee, as it is a designation

Designation

Officer/Manager/Head of the department

From the drop-down, select the new designation of the promoted employee.

Choose Staffing Model

Job/Position

Choosing the promotion is either a job/position role.

Position

Professor

Select the work of the promoted employee.

Grade

G1, G2….

Select the grade of the position.

 

Job: Multiple employees for a single position.

Position: Single employee for a single job.

Designation: Title that you have in the organization.

**At a time, HR can change all selected employees work places to the new identical work place with the change work place field**.

The remaining process is similar to transfer process within the entity.

**In this process, Step 5: Reporting Details is not mandatory. **