Needed To Do When Transferring Employee to Another Location or Company
This is only for those who had multiple payroll period group or company.
- Before transferring the employee to another Location or Company, we need to:
- Deactivate employee in current payroll period group. How to Deactivate Employees on Payroll Period Group.
- Download Leave Balance Report. How to Generate Leave Balance Report.
- Back Up Filed Transaction. How to Generate Transaction Reports.
- Need to mark as Paid all the loans of employee. How to Mark as Paid the Loan of Employees.
- Remove the employee from any group schedule (for example, fixed schedule) https://support.hrweb.ph/knowledgebase.php?article=309
- https://support.hrweb.ph/knowledgebase.php?article=310
- https://support.hrweb.ph/knowledgebase.php?article=311
- After that, we can transfer now the employee in another Location or Company. How to Update Employee's Employment Information.
- After transferring the employee to another Location or Company, now we need to:
- Enroll employee in new payroll period group. How to Enroll Employee in Payroll Period Group.
- Enroll employee in schedule group
- https://support.hrweb.ph/knowledgebase.php?article=311
- https://support.hrweb.ph/knowledgebase.php?article=90
- https://support.hrweb.ph/knowledgebase.php?article=397
- Re-setup the approver setup. How to Add Approver.
- Re-setup Section Manager Personnel. How to Setup Section Manager.
- Upload/Encode the leave credit of employee (for Manual Credit only). How to Manual Upload Leave Credit or How to Manual Encode Leave Credits.
- Re-enroll all the loans of employee. How to Enroll Employee Loans.
Note: After transferring the employee, please check / setup:
1. Check Government setup/ deduction setup
2. Re-setup Salary Information & other payroll related information