Measures steps to take while transferring an employee
A) For Previous Institute enrollment process:
1. Remove attendance code and mark as Inactive in previous entity.
2. In previous Institute select Institution name where employee got transferred also entered YES under IF TRANSFERED along with effective date.
3. Leave Balance Transfer
Attendance > Attendance Data > Attendance Leave/ ledger & transactions > select employee > Show Transactions > Add leave Transaction (Leave Adjustment) > Transaction Type > Leave Adjustment > Leave Year > Leave Month > Leave Name > Transaction Value > Submit
4. To disable employee who have transferred follow the below step:
Company Setup > Security > Manage ESS User > select employee > edit > tick on User is Disabled and mention Applicable Dates also
B) For New Institute enrollment process:
1. Enroll an employee in new institution fill out all mandatory details, such as: Employment Information, Personal information, assign reporting person, default shift etc.
2. Select previous institution name from where employee got transferred and also marked YES under IF TRANSFERED
3. Add previous attendance code
4. Add Leave policy and assign workflow to transfer employee