The Employee Re-assignment / Transfer feature enables HR administrators to transfer an individual employee or a group of employees from one organizational unit to another within the system. This process is managed through the Employee Re-assignment / Transfer page in the Personnel Administration module.
Navigation Path:
Personnel Administration -> Employee Re-assignment / Transfer
Process Overview:
- Search for Employees
Use the available selection criteria (e.g., Organization, Department, Employee ID) to display employees in the Select Employees grid under the Source Details section. - Select Employees for Transfer
Choose the employees to be transferred by selecting them from the grid. - Define Destination Details
In the Destination Details section, select the target organization unit. Optionally, you may also update or assign:- Location
- Shift
- Timesheet Project
- Reporting To (Supervisor/Manager)
- Add to Transfer List
Click the Add button to move the selected employees to the Selected Employees list. - Save Transfer
After verifying the destination details and selected employees, click the Save button to submit the transfer for confirmation. - Post-Save Action
The transfer entry will appear in the Employee Re-assignment History grid with the status marked as “Confirmation Pending”.
HR or other authorized personnel can later confirm the transfer to complete the reassignment process.
After confirmation:
- Navigate to the Personnel Administration-> Personnel Information page.
- Verify the updated organization-related information, which will now reflect the transferred organizational details.
This feature facilitates efficient and traceable employee movements between organizational units, while maintaining a historical record of all transfers for audit and tracking purposes.
Click below link to view create Employee Reporting Re-assignment Video: