Transferring an employee to another store

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Transferring an employee to another store

Transferring an employee to another store in the same company
Transferring an employee to another store in a different company

Transferring an employee to another store in the same company

In this scenario the employee will simply be reassigned to a new store as their pay and accrual history will remain with the company..

Select the Tools sub menu.

tools

Select the System Tools option.

systemTools

Select the Move an Employee To a Different Store option in the list displayed.

moveAnEmployeeToADifferentStore

Right-click the employee to be transfer to another store and then select the export store from the list provided.

selectEmployeeToExport

Confirm the transfer details are correct and select Yes to proceed.

yes

A series of reports will be generated with YTD totals and details regarding this transfer. These reports will be automatically archived but you may choose to print them out for your records.

Select OK to complete the process.

ok

 

Transferring an employee to another store in a different company

In this scenario the employee must be terminated from the first company and then transferred to the store within the new company. Pay and leave history will remain with the initial store and company for accounting purposes although current leave accrual totals may be copied to the new store as an option.

Select the Tools sub menu.

tools

Select the System Tools option.

systemTools

Select the Move an Employee To a Different Store option in the list displayed.

moveAnEmployeeToADifferentStore

Right-click the employee to be transfer to another store and then select the export store from the list provided.

selectemployeetocopy_zoom52

Confirm the transfer details are correct and select Yes to proceed.

yes

You will be asked to confirm if you would like to also copy the leave balances to the other store. Select Yes if you wish to do so, or No to start with blank leave accruals in the new store.

A series of reports will be generated with YTD totals and details regarding this transfer. These reports will be automatically archived but you may choose to print them out for your records.

Select OK to complete the process.

ok