How to transfer employee from one company to another?

Ensure that the employee has been terminated from the Source company before the transfer

There are three types of transfer as per below:

Go to Personnel >> Processes >> Transfer, select the employee to be transferred, the appropriate Destination Company and click Next

1 - Personal Data Transfer

1. Click on “ Transfer” to proceed to next page
   
2. Fill in all the necessary information
   
3. Select the Join date
   
4. Select the Salary Start Date
   
5. Select Career information
   

NOTE :

If you would like to change the Employee ID to a new ID, go to Personnel-->Employee Record --> Personal-->Basic tab, retrieve the Employee and overwrite the <Employee ID> to the new ID and click Save.

2 - Leave Data Transfer

1. Click on “ Transfer” to proceed to next page
   
2. Fill in all the necessary information
   
3. Select the Leave Scheme and Leave Calendar
   
4. Click on Submit button

NOTE :

Leave data being transferred includes:

1. Current year carried forward (CF)
   
2. Current year leave record
   
3. Current year credit leave
   

** Historical leave data will NOT be transferred

Before transfer

1. Employee personal records need to be transferred first 
2. Source and destination company should have the same transferred Leave group/type
   

During transfer 

1. Administrator is to assign the leave scheme and leave calendar to the employee
   
2. Leave group/record will be skipped if similar leave group/leave type cannot be found in the destination company
   

After transfer

1. Use Preset Entitlement to enter the Annual Leave Entitlement pertaining to the staff in the destination company
   
2. Verify employee's leave record/balance
   
3. Do not click on re-calculate CF buttion as this will re-calculate current year CF based on previous year leave record, which was not transferred. Should you accidentally re-compute the CF, you can go back to Source Company and do Leave transfer again and this will copy the CF over. 
   

3 - Payroll Data Transfer

1. Click on “Transfer” to proceed to the next page
   
2. Fill in all the necessary information
   
3. Select the new pay group within the destination company
   
4. Select the Next start date at the destination company
   
5. Click on the Submit button
   

 

• Related Articles

• How to do cross company employee hierarchy?

  Scenario: How to assign Manager B from Company B to Employee A from Company A in the Employee Hierarchy? Solution: 1. Go to Personnel > Processes > Employee Hierarchy. 2. Click on the name of Employee A company's hierarchy 3. Click on 'Graphical ...

• How to re-use the Employee ID for ex-staff who has rejoined the company?

  Symptoms: An employee is rejoining the company/group after leaving for an extended period of time and the company wants to reuse back the ex staff old employee ID and existing data. Possible cause(s) NONE Suggested workaround / solution(s): 1. Go to ...

• How to assign Manager to the employee in Employee Hierarchy?

  Go to Personnel> Processes> Employee Hierarchy Select the company Click on the hierarchy name Look for this employee name Click on the Up Line view link and select the reporting manager accordingly and put in the effective date.

• How to transfer subordinates from previous manager to a new manager in Employee Hierarchy?

  Symptoms: To move a group of subordinates from a resigning manager to a new manager in the employee hierarchy. Possible cause (s): None Suggested workaround/ solution(s): Go to Personnel > Processes > Employee Hierarchy > Select and open the correct ...

• What is the meaning of Level Access Scope in Employee Hierarchy?

  Access Scope selection is located at Personnel > Processes > Employee Hierarchy > any of the created Company Hierarchy > Up line/Down line View of the staff Explanation : Suzana Goh, HR Manager (top level) in the Hierarchy - If Suzana Goh's Access ...