↔️Transfer Module

1. How to do settings or configurations for the transfer module?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘HR’ tab click on the ‘Transfer Settings’ subtab.

Step 2: ‘Select Setting’ from the drop-down or ‘Add New’ if required and select Transfer Type as ‘Intra Company’ (our system supports only intra company transfer).

Step 3: Select ‘HR Template’ to be sent to the employee informing them about their transfer. Along with that you also need to select various departments to whom you want to send ‘Intimation Email To’

Step 3: ‘Select Field’ for the details that need to be changed along with the transfer. Once you select all the required details scroll down and click on the ‘Save’ button and the transfer details will be saved accordingly.

Path: Cloud Portal>Settings>HR> Transfer Settings>Select Setting/Add New>Transfer Type-Intra Company>HR Template>Intimation Email To>Select Fields>Save

Note:

After transfer settings you need to ensure that necessary role allocation is provided for the Manager, HR, Line Manager and Employee users to proceed further.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=TransferSetting

For any queries, contact [e-mail]

2. How to give managers the right to request employee transfer?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Profile Info’ tab, click on the ‘Transfer Settings’ subtab.

Step 2: Select Module as ‘Transfer’ and Select Role as ‘Manager’ from the respective fields and click on the ‘Search’ button.

Step 3: Tick the checkbox for the ‘Request’ and then the ‘Employee Transfer’ option. Click on the ‘Save’ button and the transfer request rights will be given to the managers.

Path: Cloud Portal>ESS settings>Profile Info>Role Allocation>Select Module-Transfer>Select Role-Manager>Search>Request-Employee Transfer>Save

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation

For any queries, contact [e-mail]

3. How to give HR the right to approve or reject employee transfer?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Profile Info’ tab, click on the ‘Transfer Settings’ subtab.

Step 2: Select Module as ‘Transfer’ and Select Role as ‘HR’ from the respective fields and click on the ‘Search’ button.

Step 3: Tick the checkbox for the ‘Approval’ and then the ‘HR Transfer Approval’ option. Click on the ‘Save’ button and the transfer approval rights will be given to the HR accordingly.

Path: Cloud Portal>ESS settings>Profile Info>Role Allocation>Select Module-Transfer>Select Role-HR>Search> Approval-HR Transfer Approval >Save

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation

For any queries, contact [e-mail]

4. How to give the line manager the right to approve or reject employee transfer?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Profile Info’ tab, click on the ‘Transfer Settings’ subtab.

Step 2: Select Module as ‘Transfer’ and Select Role as ‘Manager’ from the respective fields and click on the ‘Search’ button.

Step 3: Tick the checkbox for the ‘Approval’ and then the ‘Line Manager Approval’ option. Click on the ‘Save’ button and the transfer approval rights will be given to the line manager accordingly.

Path: Cloud Portal>ESS settings>Profile Info>Role Allocation>Select Module-Transfer>Select Role-Manager>Search>Approval-Line Manager Approval >Save

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation

For any queries, contact [e-mail]

5. How to do role allocation for the employee so they can so they can be transferred under the transfer module?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Profile Info’ tab, click on the ‘Transfer Settings’ subtab.

Step 2: Select Module as ‘Transfer’ and Select Role (User, Manager or as required) for the employee to be transferred and click on the ‘Search’ button.

Step 3: Tick the checkbox for the ‘Approval’ and then the ‘Transfer Acknowledgement’ option. Click on the ‘Save’ button and the system will enable employee to be transferred accordingly.

Note: Once role allocation is done for the Manager, HR, Line Manager and Employee or users to be transferred you need to add manager for transfer in employee’s profile under the approval matrix.

Path: Cloud Portal>ESS settings>Profile Info>Role Allocation>Select Module-Transfer>Select Role-select role of the employee to be transferred>Search>Approval- Transfer Acknowledgement>Save

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation

For any queries, contact [e-mail]

6. How to add a manager for the transfer module in employee’s profile under the approval matrix?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Select the employee for whom you want to add a manager and the system will take you to their profile.

Step 3: Under the ‘Approval Matrix’ tab click on the ‘Manager Details’ subtab and click on the ‘+’ icon towards the upper right side of the screen.

Step 4: ‘Select Manager’ in the respective field using their name or employee code. Select ‘Priority’ as ‘1’, tick ‘Multi Transfer’ option and click on the ‘Save’ button. Manager for the transfer will be added for the employee accordingly.

Note:

• Don’t select any other options such as View Only, Approval Must or Approved Cancel Rights.

• Once Manager is assigned in the employee’s profile, the manager can log into their ESS portal and request employee transfer.

Path: Cloud Portal>Employee>Employee List>Employee Profile>Approval Matrix>Manager Details>click on the ‘+’ icon>Select Manager>Priority-1>Multi Transfer>Save

For any queries, contact [e-mail]

7. How to request an employee transfer as a manager from the ESS portal?

Step 1: Log into the ESS portal with the manager rights, go to the ‘Transfer’ menu and select the ‘Request’ submenu.

Step 2: Under the ‘Employee Transfer’ tab, select details such as Settings, Employee to be transferred, New Line Manager and the Transfer Date from the respective fields. Click on the ‘Transfer’ button and the employee transfer request will be sent to HR accordingly.

Note: If the transfer date is selected as 20th Feb, the transfer will be considered effective from the 1st Feb.

Path: ESS Portal>Transfer>Request>Employee Transfer>Select Settings>Select Employee code/name>New Line Manager>Transfer Date>Transfer

Link: https://ess.pockethrms.com/Transfer/Transaction/Request?Menu=EmployeeTransfer

For any queries, contact [e-mail]

8. How to approve or reject employee transfer as an HR from the ESS portal?

Step 1: Log into the ESS portal with the manager rights, go to the ‘Transfer’ menu and select the ‘Approval’ submenu.

Step 2: Under the ‘HR Transfer Approval’ tab, select the ‘View Detail’ button for the respective entry.

Step 3: Here you can view and verify details transfer information. Enter details to be changed in the ‘Proposed Details’ fields (These are the fields in which new details added during the transfer according to the transfer settings of the company).

Step 4: Click on the ‘Approve’ or ‘Reject’ button and the request will be approved or rejected accordingly.

Note:

• The HR can also view the employee transfer request from their notification.

• If you reject the employee transfer request the requesting manager will be notified about the same.

• Once you approve the request as an HR it goes to the line manager for approval.

Path: ESS Portal>Transfer>Approval> HR Transfer Approval>View Details>enter ‘Proposed Details’>Approve/Reject

For any queries, contact [e-mail]

9. How to approve or reject employee transfer as an HR from the ESS portal?

Step 1: Log into the ESS portal with the manager rights, go to the ‘Transfer’ menu and select the ‘Approval’ submenu.

Step 2: Under the ‘Line Manager Approval’ tab, select the ‘View Detail’ button for the respective entry.

Step 3: View the details and enter the Reason for Rejection in the respective field if required and click on the ‘Approve’ or ‘Reject’ button. The request will be approved or rejected accordingly.

Note:

• The line manager can also open the transfer request from the notification in the ESS informing about the HR’s approval.

• Once line manager approves the transfer employee can check their transfer details acknowledgment and download transfer certificate from their ESS log in.

Path: ESS Portal>Transfer>Approval>Line Manager Approval>View Details>Approve/Reject

For any queries, contact [e-mail]

10. How to view the transfer details acknowledgement and download the transfer certificate from their ESS?

Step 1: Log into the ESS portal with the manager rights, go to the ‘Transfer’ menu and select the ‘Approval’ submenu.

Step 2: Under the ‘Transfer Acknowledgment’ tab, click on the ‘View Details’ button for your transfer entry.

Step 3: Acknowledge the transfer by ticking the ‘I Agree’ checkbox. Click on the ‘Download’ button and the transfer certificate will be downloaded.

Path: ESS Portal>Transfer>Approval>Transfer Acknowledgement>I Agree>Download

For any queries, contact [e-mail]