# Transfer Setting

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:

:heavy\_check\_mark: Admin credentials

:heavy\_check\_mark:User rights

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

### **How to go with transfer management?**

**Step 1:** Go to 'Settings'

![](/files/-MYDmINOVGtTBxywZSU6)

**Step 2:** Proceed to 'HR' column

![](/files/-MYDmObTA1ASggweb-LT)

**Step 3:** Select 'Transfer Setting' option.

![](/files/-MYDmSOJa1l4UOJqub4o)

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* [*support@pockethrms.com*](mailto:support@pockethrms.com) 


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