Needed To Do When Transferring Employee to Another Location or Company

1. Before transferring the employee to another Location or Company, we need to: Deactivate employee in current payroll period group.

2. Download Leave Balance Report.

3. Back Up Filed Transaction.

4. Download loan records [reports - payroll - loan record]. Then, Need to mark as Paid all the loans of employee. 

5. Remove the employee from any group schedule (for example, compress work schedule).

6. After that, we can transfer now the employee in another Location or    Company.

7. After transferring the employee to another Location or Company, now we          need to: 

    Enroll employee in new payroll period group. 

    Enroll employee in schedule group.

8. Re-setup the approver setup. 

9. Re-setup Section Manager Personnel. 

10. Upload/Encode the leave credit of employee (for Manual Credit only).

      For manual upload leave credits.

      For manual encode leave credits.

11. Re-enroll all the loans of employee. 

Note: After transferring the employee, please check / setup: 

1. Check Government setup/deduction setup

http://help.hrweb.ph/article/how-to-set-fixed-sss-amount-deduction-per-employee

http://help.hrweb.ph/article/how-to-set-pagibig-contribution-employee-contributions

http://help.hrweb.ph/article/how-to-set-fixed-philhealth-amount-deduction-per-employee

2. Re-setup Salary Information & other payroll related information

http://help.hrweb.ph/article/how-to-add-salary-information-to-employees

http://help.hrweb.ph/article/how-to-manual-upload-the-salary-information-of-employees