# 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'

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYDls_5XAcqBEqqcko5%2F-MYDmINOVGtTBxywZSU6%2F1.png?alt=media\&token=0692aed9-1e0f-4d7f-b30c-ffcbbc25dc47)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYDls_5XAcqBEqqcko5%2F-MYDmObTA1ASggweb-LT%2F2.png?alt=media\&token=1bed3c2d-c7b4-493a-b3e6-b526ac649f37)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYDls_5XAcqBEqqcko5%2F-MYDmSOJa1l4UOJqub4o%2F3.png?alt=media\&token=ece08660-790e-4e0f-9f92-8c7ab879dc48)

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)