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Revision 13581 is a pre-publication revision. (Viewing current revision instead.)

Employee Transfer

Path: Transaction>Others>Employee Transfer This feature is used when you want to change or transfer the employee from one organization unit to another organization unit.
  1. BizTransaction Type: Select the BizTransaction Type from the picklist.
  2. Number: The employee transfer number will be generated automatically.
  3. Date: Enter the date of employee transfer.
  4. Transfer Type: Select the transfer type from the picklist.
  5. Reference Number: Enter the reference number for the employee transfer.
  6. Reference Date: Enter the reference date.
  7. Effective From: Enter the date when the employee transfer becomes active.
  8. Remarks: Enter the remarks if required.
  9. Employee: Select the employee name from the picklist

10. The new organization particulars can be filled below the particulars and the current organization details can be filled automatically.

11. Organization Unit: Select the name of an organization unit where the employee is going to work.

12. Department: Select the name of a department where the employee is going to work.

13. Designation: Select the designation type in which the employee will be posted.

14. Location: Select the location where the employee is going to work.

15. Grade: Select the grade in which the employee is going to work.

16. Reporting To: Select the reporting person for the employee.

17. Resource Type: Select the resource type from the picklist.

18. Employee Type: Select the employee type from the picklist.

19. Staff Type: Select the staff type from the picklist.

20. Employee Group: Select the employee group from the picklist.

21. Work Type: Select the work type from the picklist.

22. Segment: Select the segment type where the employee is going to work.

23. Sub Unit: Select the subunit from the picklist.

24. Click the save button. 25. The popup will appear on the screen with a successful message to confirm that the employee transfer is created.  

Contents

Revisions

Revision Differences

June 8, 2021 @ 11:56:10Current Revision
Content
Unchanged: <strong>Path: Transaction&gt; Others&gt;Employee Transfer</strong>Unchanged: <strong>Path: Transaction&gt; Others&gt;Employee Transfer</strong>
Unchanged: This feature is used when you want to change or transfer the employee from one organization unit to another organization unit.Unchanged: This feature is used when you want to change or transfer the employee from one organization unit to another organization unit.
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/2019/02/ET_ 01.png"><img class="alignnone size-full wp-image-13579" src="https:// help.goodbookserp.com/wp- content/uploads/ 2019/02/ET_01.png" alt="" width="1154" height="551" /></a>Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/2019/02/ET_ 01.png"><img class="alignnone size-full wp-image-13579" src="https:// help.goodbookserp.com/wp- content/uploads/ 2019/02/ET_01.png" alt="" width="1154" height="551" /></a>
Unchanged: <ol>Unchanged: <ol>
Deleted: <li>BizTransaction Type: Select the BizTransaction Type from the picklist.</li> Added: <li><strong>BizTransaction Type:</strong> Select the BizTransaction Type from the picklist.</li>
Deleted: <li>Number: The employee transfer number will be generated automatically.</li> Added: <li><strong>Number:</strong> The employee transfer number will be generated automatically.</li>
Deleted: <li></li> 
 Added: <li><strong>Date:</strong> Enter the date of employee transfer.</li>
 Added: <li><strong>Transfer Type:</strong> Select the transfer type from the picklist.</li>
 Added: <li><strong>Reference Number:</strong> Enter the reference number for the employee transfer.</li>
 Added: <li><strong>Reference Date:</strong> Enter the reference date.</li>
 Added: <li><strong>Effective From:</strong> Enter the date when the employee transfer becomes active.</li>
 Added: <li><strong>Remarks:</strong> Enter the remarks if required.</li>
 Added: <li><strong>Employee:</strong> Select the employee name from the picklist</li>
Unchanged: </ol>Unchanged: </ol>
 Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/2021/06/ET_ 02.png"><img class="alignnone size-full wp-image-13582" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/ET_02.png" alt="" width="421" height="226" /></a>
 Added: <p style="padding-left: 30px;">10. The new organization particulars can be filled below the particulars and the current organization details can be filled automatically.</p>
 Added: <p style="padding-left: 30px;">11. <strong>Organization Unit:</strong> Select the name of an organization unit where the employee is going to work.</p>
 Added: <p style="padding-left: 30px;">12. <strong>Department:  </strong>Select the name of a department where the employee is going to work.</p>
 Added: <p style="padding-left: 30px;">13. <strong>Designation:</strong> Select the designation type in which the employee will be posted.</p>
 Added: <p style="padding-left: 30px;">14. <strong>Location:</strong> Select the location where the employee is going to work.</p>
 Added: <p style="padding-left: 30px;">15. <strong>Grade:</strong> Select the grade in which the employee is going to work.</p>
 Added: <p style="padding-left: 30px;">16. <strong>Reporting To:</strong> Select the reporting person for the employee.</p>
 Added: <p style="padding-left: 30px;">17. <strong>Resource Type:</strong> Select the resource type from the picklist.</p>
 Added: <p style="padding-left: 30px;">18. <strong>Employee Type:</strong> Select the employee type from the picklist.</p>
 Added: <p style="padding-left: 30px;">19. <strong>Staff Type:</strong> Select the staff type from the picklist.</p>
 Added: <p style="padding-left: 30px;">20. <strong>Employee Group:</strong> Select the employee group from the picklist.</p>
 Added: <p style="padding-left: 30px;">21. <strong>Work Type:</strong> Select the work type from the picklist.</p>
 Added: <p style="padding-left: 30px;">22. <strong>Segment:</strong> Select the segment type where the employee is going to work.</p>
 Added: <p style="padding-left: 30px;">23. <strong>Sub Unit:</strong> Select the subunit from the picklist.</p>
 Added: 24. Click the save button.
 Added: 25. The popup will appear on the screen with a successful message to confirm that the employee transfer is created.
 Added: &nbsp;

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