Pocket HRMS
Search
⌃K
Links

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 [email protected]