Transfer Management

Transfer setting

Introduction

The transfer setting module lets you anytime transfer HR templates like location transfer letters easily. Employee code transfer, ESI location transfer, year-end transfer, etc. becomes easy with Pocket HRMS dashboard.

Stepwise transfer setting is as explained below.

Pre-requisites:

✔️ Admin credentials

✔️User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

Steps

How to go with transfer management:

Step 1: Go to 'Settings'

Step 2: Proceed to 'HR' column

Step 3: Select 'Transfer Setting' option.

Now, a window (as above) appears. Here, fill in all the required details like setting name, transfer type, fields for transfer template, etc. After successfully filling all the details, click on 'Save'.

Note: If you are unable to setup transfer setting, kindly contact us at [e-mail]